AAON AAON, INC.

NEUTRAL Impact: 2/10 Insider Cluster (3 insiders)
Horizon days Filed Jun 5, 2026 Processed 1d 7h ago
Insider cluster: 3 insiders, $3.7M total

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Executive Summary

Three AAON insiders sold a total of $3.69M in open-market sales over a 7-day window, led by Director Gary Fields ($2.66M) and including the Chief Accounting Officer and an EVP. At $11.8B market cap, the cluster represents ~0.03% of market cap — well below the 0.1% materiality threshold — and is consistent with routine portfolio diversification or 10b5-1 plan activity. The cluster is not informative given the small relative size and the academic finding that cluster sales lack predictive power.

Key Financial Metrics

Direction
selling
Total Value
$3.7M
Insiders
3

Actionable Insight

Insider selling at this scale is routine and non-informative. No trading signal. Monitor next earnings for any fundamental change, but this cluster alone does not warrant action.

Key Facts

  • Three insiders sold $3.69M total in open-market transactions over 7 days
  • Director Gary Fields sold $2.66M (19,000 shares at $140.20) — largest trade
  • Chief Accounting Officer Rebecca Thompson sold $607K (4,230 shares at $143.42)
  • EVP Gordon Wichman sold $421K (3,000 shares at $140.39)
  • Total sales represent ~0.03% of AAON's $11.8B market cap — trivial
  • No insider purchases in the cluster; net direction is selling

Financial Impact

Total insider sales of $3.69M represent ~0.03% of AAON's $11.8B market cap — immaterial

Risk Factors

  • Insider sales could accelerate if broader market or sector weakness emerges
  • No evidence of 10b5-1 plans, but pattern is consistent with routine diversification

Market Snapshot

Exchange
Nasdaq
Sector
Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip
Analyst Consensus
92% bullish (12 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-AAON-1780670176402
12 reports for AAON
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for AAON — sortable, filterable
Type Now
Jun 5, 2026
1d ago
Insider Cluster
NEUTRAL ★ 2/10
$137.32 awaiting T+5awaiting T+5$132.62 (−3.42%)
Jun 1, 2026
5d ago
ANALYST-UPGRADE
MIXED ★ 1/10
$73.45 $72.99▼ −0.62%▼ −1.31%$132.62 (+80.56%)
May 27, 2026
10d ago
Insider Cluster
NEUTRAL ★ 3/10
$139.54 $143.50▲ +2.84%▲ +1.63%$132.62 (−4.96%)
May 27, 2026
10d ago
Insider Cluster
NEUTRAL ★ 2/10
$139.54 $143.50▲ +2.84%▲ +1.63%$132.62 (−4.96%)
May 18, 2026
19d ago
8-K
NEUTRAL ★ 2/10
$133.94 $141.12▲ +5.36%▲ +3.74%$132.62 (−0.99%)
May 15, 2026
22d ago
Insider Cluster
NEUTRAL ★ 3/10
$135.49 $134.60▼ −0.66%▼ −1.62%$132.62 (−2.12%)
May 13, 2026
24d ago
Insider Cluster
NEUTRAL ★ 3/10
$140.00 $132.39▼ −5.44%▼ −4.72%$132.62 (−5.27%)
May 13, 2026
24d ago
144
NEUTRAL ★ 2/10
$135.37 $133.76▼ −1.19%▼ −1.05%$132.62 (−2.03%)
May 7, 2026
4w ago
8-K
BULLISH ★ 8/10
$129.25 $135.37▲ +4.74%▲ +3.23%$132.62 (+2.61%)
May 7, 2026
4w ago
Insider Cluster
NEUTRAL ★ 3/10
$129.25 $140.00▲ +8.32%▲ +6.02%$132.62 (+2.61%)
Showing 10 of 12

US Market Status

Market Closed — Opens Mon (14h 55m)

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