Wakefield Stephen E

EVP Wakefield buys 6,141 shares at blended avg $78.88 ($484.4K); stock now $76.83, down 18.3% in 30 days

Stephen E. Wakefield, Executive Vice President of AAON, executed three separate purchases totaling 6,141 shares for $484,400.19 between December 11-12, 2025, increasing his holdings from 9,071 to 15,212 shares (+67.7%). The purchases occurred at prices ($82.25, $80.85, $77.59) above the current price of $76.83, and the stock has declined 18.3% over the past 30 days and 43.9% from its 52-week high of $136.95. At AAON specifically, Wakefield's prior 5 trades were all sells (3 of which proved well-timed at the 90-day horizon), reflecting a pattern of exiting positions. This buy represents a material reversal of that pattern—a cumulative 67.7% increase in holdings at a time when the stock faces significant downward momentum and trades at a P/E of 62.46. The transaction merits scrutiny to determine whether this reflects informed conviction or other considerations.

VP Stephen E Wakefield sells 5,362 AAON shares at $130.99, reducing holdings 54.1% to 4,558 shares ($702.4K)

Wakefield sold 5,362 shares on 2024-12-13 at $130.99, the largest single transaction reduction in his recent trading at AAON. This represents a -54.1% reduction in his holdings. Looking at his prior trades at this same ticker, his 5 prior transactions show mixed timing outcomes: 1 of 3 measurable sells was well-timed at the 90-day mark, with two prior 2024 sales showing positive 90-day returns of +20.6% and +20.5% (indicating the stock rose after those sales). His cross-ticker track record across 12 prior sells shows an average 90-day return of +13.9% with a well-timed rate of 10.00%, suggesting his open-market sales have typically been followed by stock appreciation rather than declines. AAON stock is trading at $128.67, down 8.6% from the 52-week high of $140.75 but up +32.8% over 90 days; the company carries a P/E of 54.75 and reported $327.3M revenue with 31.5% annual growth and $52.6M net income in the latest quarter.

VP Wakefield sells 5,750 shares at $138.60–$141.10 on 11/25/24; retains 9,920 shares post-transaction

Wakefield executed two separate sales totaling 5,750 shares for $804,180.00 at prices of $138.60 and $141.10, reducing his holdings by 36.7% to 9,920 shares. The sales occurred near the 52-week high of $140.75, with the blended average price of $139.86 within 0.06% of current price. At AAON specifically, his prior five sales have generated mixed 90-day timing results: 1 of 5 were well-timed (stock fell after the sale), while 3 of 5 resulted in positive subsequent returns, meaning he sold before gains materialized. His cross-ticker track record shows 10 prior sells with a 10.00% well-timed rate and average 90-day return of +13.9% after the sales, indicating a pattern of selling before rallies on this broader sample.

VP Wakefield sold 29,946 shares at blended $90.13 for $2.7M, reducing holdings 65.6% to 15.7K shares

Stephen E Wakefield, Vice President at AAON, sold 29,946 shares across two separate transactions on 2024-07-12 for a combined $2,698,900.68 at a blended average price of $90.13, reducing his holdings by 65.6% from 45,616 shares to 15,670 shares. The current stock price of $91.11 sits at the 52-week high, and the 30-day trend shows +19.9% appreciation leading into this sale. Among Wakefield's prior trades at AAON (5 prior sells), only 1 of 5 was well-timed at the 90-day mark, and his cross-ticker track record across 8 prior sells shows a 12.50% well-timed rate with an average 90-day return of +12.2% — a pattern indicating his sells have generally preceded stock appreciation. The substantial reduction in position size combined with a sale at elevated valuations (P/E 41.60, stock near 52-week highs, recent +19.9% run) and a historical pattern of sales that precede gains warrants attention to whether fundamentals have shifted or if reduced conviction at current levels explains the disposition.