AAON - NASDAQ
AAON, Inc.
$148.25
+3.3%AAON, Inc., together with its subsidiaries, engages in engineering, manufacturing, marketing, and selling air conditioning and heating equipment in the United States and Canada. The company operates through three segments: AAON Oklahoma, AAON Coil Products, and BasX. It offers rooftop units, data center cooling solutions, cleanroom systems, chillers, packaged outdoor mechanical rooms, air handling units, makeup air units, energy recovery units, condensing units, geothermal/water-source heat pumps, coils, and controls. The company markets and sells its products to retail, manufacturing, educational, lodging, supermarket, data centers, medical and pharmaceutical, and other commercial industries. It sells its products through a network of independent manufacturer representative organizations and internal sales force. The company was incorporated in 1987 and is based in Tulsa, Oklahoma.
At a Glance
Live SnapshotAAON, Inc. Management Team
Mr. Casey R. Kidwell
Chief Administration Officer
Compensation
$577,089
Mr. Joseph Logan Mondillo C.F.A.
Director of Investor Relations
Andrew Edmondson
Executive Director of Sales & Marketing
Mr. Stephen E. Wakefield
Executive Vice President & GM of AAON Products Business Unit
Compensation
$595,840
Mr. Matthew Shaub
Executive Vice President & GM of the BASX Products Business Unit
Mr. Norman H. Asbjornson
Founder & Director
Compensation
$210,106
Ms. Rebecca A. Thompson CPA
Interim Principal Accounting Officer, Vice President of Finance, Chief Financial Officer & Treasurer
Compensation
$597,922
Dr. Matthew J. Tobolski Ph.D., SE
President, Chief Executive Officer & Director
Compensation
$755,523
Mr. Matthew J. Tobolski Ph.D., SE
President, Chief Executive Officer & Director
Compensation
$755,523
Mr. Christopher Douglas Eason
Principal Accounting Officer
Mr. Roberto Giacomelli
Senior Vice President of Operations
Mr. David E. Benson
Vice President & President of BASX
Compensation
$601,209
AAON, Inc. Insider Positioning
During the last 12 months, insiders have purchased $356K and sold $19.12M worth of AAON shares, resulting in $18.76M of net selling activity.
3 Months
0
0.00
142.8K
18.31M
-18.3M
-$18.31M
3-6 Months
4.1K
321.30K
0
0.00
+321K
+$321K
6-9 Months
428
34.97K
6.5K
687.70K
-653K
-$653K
9-12 Months
0
0.00
1.4K
117.02K
-117K
-$117K
Top Buyers
Wakefield Stephen E
Officer: Executive Vice President
$321K
Shaub Matthew
Officer: Executive Vice President
$35K
Top Sellers
Fields Gary D
Director
$12.44M
Thompson Rebecca
Officer: Chief Accounting Officer
$4.53M
Tobolski Matthew Joseph
Director, Officer: Chief Executive Officer
$1.08M
Kidwell Casey
Officer: Chief Administration Officer
$544K
Wichman Gordon Douglas
Officer: Executive Vice President
$421K
Insider Activity Analysis
Net Insider Sentiment
Strong bearish signal with $18.76M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.
Buy/Sell Ratio
Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.
Recent Trend (3 Months)
Heavy recent selling activity. Recent insider sales notably exceed purchases—may warrant investigation into company developments.
Insider Participation
5 insider sellers vs. 2 buyers. Widespread selling across multiple insiders may signal concerns.
Insider Activity Insight
Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.
SEC Filings
AAON - Filing history and reports
| Filing Type | Filing Date | Period Ending | Fiscal Year | Actions |
|---|---|---|---|---|
DEF 14A DEF 14A 2026 N/A | April 01, 2026 | April 01, 2026 | 2026 | |
DEF 14A DEF 14A 2025 N/A | April 02, 2025 | May 13, 2025 | 2025 | |
DEF 14A DEF 14A 2024 N/A | April 08, 2024 | May 21, 2024 | 2024 | |
DEF 14A DEF 14A N/A | March 31, 2023 | March 31, 2023 | ||
DEF 14A DEF 14A 2022 N/A | March 31, 2022 | May 12, 2022 | 2022 | |
DEF 14A DEF 14A 2021 N/A | March 31, 2021 | May 11, 2021 | 2021 | |
DEF 14A DEF 14A 2020 N/A | April 01, 2020 | May 12, 2020 | 2020 | |
DEF 14A DEF 14A 2019 N/A | April 02, 2019 | May 14, 2019 | 2019 | |
DEF 14A DEF 14A 2018 N/A | April 03, 2018 | May 15, 2018 | 2018 | |
DEF 14A DEF 14A 2017 N/A | April 04, 2017 | May 16, 2017 | 2017 |
Research Paths
Snapshot
Start with context, operating signals, and key market metrics.
Value Model
Stress test fair value across bear, base, and bull assumptions.
Statements
Validate revenue quality, margins, and balance sheet durability.
Earnings Call
Read management commentary and compare it with reported outcomes.
Dividends
Check payout sustainability and long-term distribution behavior.
Analyst Expectations
Review consensus spread and where estimate risk is concentrated.