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.
AAON, Inc. Chief Administration Officer Casey Kidwell reported a mix of stock option exercises and share sales. On May 14, 2026, Kidwell exercised options for a total of 3,153 shares of common stock at strike prices of $82.39 and $79.73 per share and sold 3,153 shares in open-market transactions at prices of $138.31 and $138.30 per share.
After these transactions, Kidwell held 13,463 shares of common stock directly and 2,282 shares indirectly through a 401(k) plan, along with stock options covering 10,029 shares of common stock at an exercise price of $91.51 per share expiring on March 11, 2036.
AAON, INC. director and ten-percent owner Norman H. Asbjornson reported a new stock award on Common Stock. He received an acquisition of 1,290 shares at $0.00 per share as a grant under the company’s 2024 Long Term Incentive Plan. Following this grant, he directly holds 98,794 common shares. The award vests on the first anniversary of the May 12, 2026 grant date. The filing also lists several existing stock option positions with exercise prices between $22.93 and $48.91 per share and expirations from 2027 through 2031, along with large indirect holdings through trusts, a private foundation, and a 401(k) plan.
AAON, Inc. ownership update: Wellington-affiliated entities report beneficial ownership of 7,977,164 shares, representing 9.78% of AAON common stock as of 03/31/2026. The filings show shared voting power of 6,622,941 and shared dispositive power figures across named Wellington entities.
The Schedule 13G/A lists Wellington Management Group LLP, Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP and Wellington Management Company LLP as reporting persons and describes the adviser/client ownership structure; signature dates appear on 05/15/2026.
AAON, INC. Chief Executive Officer Matthew Joseph Tobolski reported an open-market sale of 8,000 shares of common stock at $135.37 per share. The sold shares were held indirectly through his spouse as trustee of a family trust, which now holds 114,371 shares. Separately, 467 shares were surrendered for tax withholding, leaving 17,872 shares held directly. He also retains multiple stock options, including rights to buy 91,704 shares at $91.51 per share expiring in 2036.
AAON, INC. director Gary D. Fields reported an exercise-and-sale transaction in company stock. He exercised stock options to acquire 19,081 shares of common stock at $36.13 per share and on the same date sold 19,081 shares in an open-market transaction at a weighted average price of $137.60 per share. The sale was executed through multiple trades at prices ranging from $134.02 to $139.24. Following these transactions, he directly holds 34,252 shares of common stock and indirectly holds 9,250 shares as custodian for his grandchildren and 6,232 shares in a 401(k) plan. He also retains several stock option awards with exercise prices between $48.91 and $82.39 that are exercisable into additional shares of AAON common stock over future years.
Ware Bruce reported acquisition or exercise transactions in this Form 4 filing.
AAON, Inc. director Bruce Ware reported receiving a grant of 1,290 shares of common stock as an equity award. The filing shows no purchase price for these shares and indicates they are structured as restricted stock. After this grant, Ware directly holds 9,876 common shares.
According to the disclosure, the restricted stock vests in equal installments on an annual basis over two years, matching the remaining length of Ware’s director term. This is a compensation-related equity award rather than an open-market stock purchase or sale, and reflects routine director compensation in stock form.
Stewart David Raymond reported acquisition or exercise transactions in this Form 4 filing.
AAON, INC. director Stewart David Raymond received a grant of 1,290 shares of common stock as a compensation-related award at $0.00 per share. The footnote describes this as a restricted stock grant that vests ratably each year over three years, matching the remainder of his director term. Following the grant, he holds 9,876 shares directly and 3,000 shares indirectly through IRAs. These transactions do not involve any open‑market purchases or sales.
McElroy A H II reported acquisition or exercise transactions in this Form 4 filing.
AAON, INC. director McElroy A H II received a grant of 1,290 shares of common stock as compensation. The award is structured as restricted stock that vests ratably on an annual basis over two years, matching the remainder of the director's term. After this grant, McElroy directly holds 75,380 shares, and an additional 60,977 shares are reported as indirectly owned through a spouse. These entries reflect equity compensation and ownership reporting, not open-market buying or selling.
LeClair Stephen O reported acquisition or exercise transactions in this Form 4 filing.
AAON, INC. director Stephen O. LeClair received an award of 1,290 shares of common stock on May 12, 2026, recorded at no cash price per share. This restricted stock grant will vest in equal annual installments over three years, matching the remainder of his director term. Following the grant, he directly holds 31,566 common shares.
Lawhorn Caron A reported acquisition or exercise transactions in this Form 4 filing.
AAON, INC. director Caron A. Lawhorn received a grant of 1,290 shares of common stock as equity compensation. The shares were granted at no cash cost and are structured as restricted stock that vests in equal amounts each year over three years, aligning with the remainder of the director's term. Following this award, Lawhorn directly holds 18,675 shares of AAON common stock.