Insider selling post-strong earnings is typical; no bearish signal. Monitor next few weeks for any acceleration in selling volume, but current activity is benign.
Price Chart
Executive Summary
Multiple AAON insiders, including the CEO and CAO, sold shares totaling $5.32M in open-market transactions following the company's record Q1 earnings and raised guidance. The sales represent less than 0.05% of market cap and are likely routine portfolio diversification, not a signal of deteriorating fundamentals.
Key Financial Metrics
Key Facts
- Insider cluster includes CEO Tobolski (sold $1.08M), Director Fields ($2.63M), CAO Kidwell ($288K), and CAO Thompson ($1.32M).
- Total open-market sales of $5.32M represent ~0.046% of AAON's $11.5B market cap.
- Sales occurred 8 days after AAON reported Q1 2026 revenue of $496.9M (+54.3% YoY) and raised full-year guidance to 40-45% growth.
- Several directors also received non-cash stock grants (1,290 shares each) on May 12, 2026.
Financial Impact
Insider sales total $5.32M, a trivial fraction of market cap.
Risk Factors
- None material from this filing alone.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-AAON-1778869905000 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 28, 2026 5w ago | 8-K | $75.87 $79.40 | ▲ +4.65% | ▲ +4.54% | $84.43 (+11.28%) |
Aug 13, 2026 7w ago | Press Release | $87.67 $80.84 | ▼ −7.79% | ▼ −5.83% | $84.43 (−3.70%) |
Aug 10, 2026 7w ago | 8-K | $89.24 $88.09 | ▼ −1.29% | ▼ −1.24% | $84.43 (−5.39%) |
Jul 31, 2026 9w ago | Institutional Cluster | $89.06 $94.83 | ▲ +6.48% | ▲ +2.97% | $84.43 (−5.20%) |
Jul 30, 2026 9w ago | 8-K | $87.59 $90.28 | ▲ +3.07% | ▼ −0.55% | $84.43 (−3.61%) |
Jul 23, 2026 10w ago | ANALYST-UPGRADE | $107.68 $87.59 | ▼ −18.66% | ▼ −19.13% | $84.43 (−21.59%) |
Jun 8, 2026 16w ago | 8-K | $132.05 $131.26 | ▼ −0.60% | ▼ −2.71% | $84.43 (−36.06%) |
Jun 5, 2026 17w ago | Insider Cluster | $132.62 $127.19 | ▼ −4.09% | ▼ −4.66% | $84.43 (−36.34%) |
May 27, 2026 18w ago | Insider Cluster | $139.54 $143.50 | ▲ +2.84% | ▲ +1.63% | $84.43 (−39.49%) |
May 27, 2026 18w ago | Insider Cluster | $139.54 $143.50 | ▲ +2.84% | ▲ +1.63% | $84.43 (−39.49%) |
US Market Status
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