Welcome to our dedicated page for Aaon SEC filings (Ticker: AAON), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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 Financial Officer Cheung Chung Kin received a grant of 15,507 shares of common stock on April 20, 2026 as a compensation award, bringing his direct holdings to 17,541 shares. He also holds stock options for 5,211 shares at an exercise price of $97.90, expiring in 2036. The award was granted under the company’s 2024 Long Term Incentive Plan and vests ratably over three years.
AAON submitted a notice under Section 144 describing a proposed sale of 21,173 common shares with an intended sale date of 05/26/2026. The filing also lists recent dispositions by Gary Fields: 31,271 shares on 05/12/2026 and 19,081 shares on 05/13/2026, with cash amounts shown for those sales.
AAON, Inc. reported results from its Annual Meeting of Stockholders held on May 12, 2026 and announced a regular dividend. Stockholders elected Caron A. Lawhorn, Stephen O. LeClair, and David R. Stewart to the board to serve until the 2029 annual meeting. They ratified Grant Thornton, LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026, approved the advisory vote on executive compensation, and chose to hold future say-on-pay votes every year. Stockholders also approved an amendment to increase the maximum board size from nine to eleven directors. Separately, the board declared a quarterly cash dividend of $0.10 per share, or $0.40 annually, payable on June 26, 2026 to stockholders of record on June 5, 2026.
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.