AAON SEC filings document the public-company disclosures of an HVAC equipment manufacturer serving commercial, industrial and data center indoor environments. The record includes Form 8-K reports for operating and financial results, backlog disclosures, Regulation FD materials, quarterly dividend announcements and common stock repurchase authorization.
AAON proxy materials cover shareholder voting matters, board and governance topics, executive compensation and equity-award disclosures. Its filings also address capital-structure matters and material-event reporting tied to the company’s AAON and BASX-branded equipment business.
Kouplen Angela reported acquisition or exercise transactions in this Form 4 filing.
AAON, INC. director Angela Kouplen reported receiving a grant of 1,290 shares of common stock as compensation. The award was made at a stated price of $0.00 per share and is described as a restricted stock grant that will vest one year from the award date, matching the remainder of the director’s current term. Following this grant, Kouplen directly holds a total of 39,159 AAON common shares.
AAON reports a Rule 144 notice of proposed sales of common stock and related optioned shares. The filing lists planned sales tied to options granted on 03/11/2024 and 03/11/2025, and discloses an actual sale of 5,225 shares on 03/12/2026 for $470,250.00.
AAON, INC. director Gary D. Fields reported an exercise-and-sell transaction in company stock. He exercised options to acquire 31,271 shares of common stock at exercise prices of $31.69 and $48.91 per share, then sold 31,271 shares in open-market trades at weighted average prices around $134 per share.
After these transactions, he holds 34,252 common shares directly, plus indirect holdings through a custodial account for his grandchildren and a 401(k) plan. He also retains unexercised stock options covering 7,329, 22,338, 31,968 and 19,081 underlying common shares at exercise prices ranging from $36.13 to $82.39, with expiration dates between 2032 and 2035.
AAON notice reporting a proposed sale of 19,081 shares by a selling holder on 05/13/2026 tied to an option granted on 03/15/2022, with the method listed as cash. The filing also records that Gary Fields sold 31,271 shares on 05/12/2026 for $4,192,464.58.
AAON filed a Form 144 reporting proposed sales of Common Stock. The notice lists 31,271 shares and shows two option-related lots of 5,253 and 26,018 shares tied to option grant dates 05/12/2020 and 03/11/2021. The filing shows the date 05/12/2026.
AAON, INC. Chief Accounting Officer Rebecca Thompson reported an exercise-and-sell transaction in company stock. She exercised stock options to acquire 9,672 shares of common stock at $29.48 per share, then sold the same 9,672 shares in open-market trades at a weighted average price of $136.59 per share. The sales were executed in multiple trades between $125.73 and $148.88. After these transactions, she holds 27,681 shares of AAON common stock directly and 4,230 shares indirectly through a 401(k) plan, and retains several stock option awards covering additional shares of common stock.
AAON affiliate submitted a Form 144 proposing the sale of 9,672 shares of Common Stock. The notice lists the underlying option grant date 03/11/2020 and a cash sale method. The filing also discloses recent sales by Rebecca Thompson: 2,287, 7,292, 21,914, and 400 shares on 04/21/2026, 04/23/2026, 04/24/2026, and 04/27/2026, respectively.
AAON, Inc. ownership disclosure: Wellington Management Group LP and affiliated entities report beneficial ownership of 8,184,277 shares, representing 10.03% of AAON common stock in this Amendment No. 3 filing.
The filing lists shared voting power of 6,833,594 shares and shared dispositive power of 8,184,277, and identifies the reporting entities and their corporate relationships. Signatures dated 05/07/2026 finalize the amendment.
AAON, Inc. delivered strong first‑quarter growth, with net sales rising 54.3% to $496.9 million, driven largely by BASX-branded data center and cleanroom products. Net income increased to $39.8 million from $29.3 million, and diluted earnings per share improved to $0.48 from $0.35.
Gross margin was 25.1%, slightly below 26.8% a year ago as mix and ramp-up costs offset scale benefits, but operating margin edged up to 11.5%. Backlog more than doubled to $2.13 billion, led by BASX data center liquid cooling orders, supporting future revenue visibility.
The company generated $34.0 million of operating cash flow, funded $45.1 million of capital expenditures, and ended the quarter with a leverage ratio of 1.71 and $173.5 million of revolver availability. AAON also expanded tax-advantaged financing through multiple New Markets Tax Credit projects.