Thompson Rebecca

CAO Rebecca Thompson exercised and immediately sold all 9,672 shares for gross proceeds, following her pattern of six prior sales in three years.

Rebecca Thompson, Chief Accounting Officer of AAON, exercised 9,672 shares and sold the entire position on the same day at a substantial gain over the exercise price, generating approximately $1.3 million in gross proceeds. This trade is consistent with Thompson's established pattern: she has made eleven open-market sales in the past three years and has never purchased shares on the open market, focusing instead on exercising restricted stock or options and promptly liquidating them. Her prior sales at this company show mixed timing results—one well-timed exit where the stock subsequently declined, but four others where the stock rose after she sold—suggesting she has not consistently captured the best exit prices. The company is currently profitable with strong revenue growth, and the stock recently approached its 52-week high after a significant rally, yet Thompson's immediate liquidation of her exercised shares continues her consistent pattern of converting equity compensation into cash rather than maintaining exposure to the company's future performance. This is routine vesting-and-selling activity for an officer in a non-leadership position, not a signal of either opportunity or concern.

Chief Accounting Officer exercises and immediately sells all 21,914 shares at substantial profit.

Rebecca Thompson, Chief Accounting Officer of AAON, exercised 21,914 shares and sold the entire position on the same day at a significant profit. This is a classic tax-motivated exercise-and-sell transaction—a routine compliance event where stock compensation vests and the executive liquidates immediately rather than holding the position. Thompson has no history of open-market share purchases in the past three years; all prior activity has been compensation-related exercises and sales, making this transaction consistent with compensation management rather than a reflection of insider conviction about the company's direction. Her prior five sales at AAON showed mixed timing results, with four poorly timed (the stock rose afterward) and one well-timed exit, indicating inconsistent judgment on when to exit positions. The company remains profitable and growing, and the stock has gained substantially recently, but Thompson's same-day liquidation of the entire exercise reflects classic insider behavior in response to compensation vesting, not a deliberate investment decision.

AAON insider exercises options and sells entire position same-day, capturing gains as stock near recent highs.

An AAON insider executed a same-day exercise-and-sell pattern, acquiring shares through option exercise and immediately liquidating the full position for a significant profit. The stock is trading slightly below its recent peak after a strong month of appreciation, suggesting the insider timed a liquid market to cash out. AAON itself is a profitable, revenue-growing company with solid fundamentals, but the stock trades at a stretched valuation multiple—making this a classic signal of insider confidence in price levels rather than conviction in future upside. The mechanical nature of this transaction (exercise immediately followed by sale) is typical of option-expiration activity and tax-planning strategies rather than a vote of confidence in the business itself.

CFO Thompson Rebecca sold 9,350 shares of AAON for $758,197.50 on 2025-09-04; stock down -42.3% from 52-week high.

Thompson Rebecca, Chief Financial Officer, executed 2 separate sales totaling 9,350 shares for $758,197.50, reducing her holdings by 27.7% from 33,746 to 24,396 shares. The transactions occurred at $81.09 and $81.12, close to the current price of $81.15, but notably near a 52-week low relative to the range of $71.78–$140.75; the stock is -42.3% from its 52-week high and has declined -16.1% over the past 90 days. Reviewing Thompson's prior activity at AAON specifically: her last 3 trades at this ticker show mixed timing—2 of 3 prior sales were well-timed at the 90-day mark, with her 2024-12-05 sale followed by a -40.6% decline and her 2023-06-07 sale followed by a -32.3% decline, though her 2024-05-15 sale resulted in a +13.7% gain at 90 days. The current sale occurs in a stretched valuation context (P/E of 54.10) despite modest revenue growth of +2.8%, warranting investor attention to whether this reflects confidence or caution at inflated multiples.

Thompson (CFO) sold 5,000 AAON shares at $138.00; 30-day return +14.1%, 90-day return +57.0% following prior sells.

CFO Rebecca Thompson sold 5,000 shares for $690,000, reducing her holdings by 22.4% to 17.3K shares. The sale occurred near the 52-week high of $140.75 (within 2.5%), and the stock has gained 57.0% over the past 90 days and 14.1% in the past 30 days, suggesting strong recent momentum. Her cross-ticker track record shows 2 prior sells with an average 90-day return of -9.3% and a 50% well-timed rate, though her same-ticker history is mixed: the May 2024 AAON sell saw a 13.7% 90-day gain (poorly timed), and the June 2023 sell saw a -32.3% 90-day decline (well-timed). AAON trades at a P/E of 58.40 with annual revenue growth of 31.5%, and the stock is near all-time highs in a strong uptrend.