Congress trades
AAON, Inc. (AAON)
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About AAON, Inc.
from the company's filings and listing, as of Oct 22, 2026- Exchange
- NASDAQ
- Sector
- Industrials
- Industry
- Industrial - Machinery
- Chief executive
- Matthew J. Tobolski
- Employees
- 5,897
- Listed since
- Dec 16, 1992
- Market value
- $6.2B
- Price to earnings (12 mo)
- 38.8
- Net income per share, as reported (12 mo)
- $1.94
- Dividend yield
- 0.53%
Earnings
6 reported quarters · next on Nov 5, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Aug 10, 2026 | $0.69 | $0.51 | $627.0M | $508.8M | EPS beat, GAAPRevenue beat |
| Q1 FY2026reported May 7, 2026 | $0.48 | $0.29 | $496.9M | $381.1M | EPS beat, GAAPRevenue beat |
| Q4 FY2025reported Mar 2, 2026 | $0.39 | $0.45 | $424.2M | $372.4M | EPS missRevenue beat |
| Q3 FY2025reported Nov 6, 2025 | $0.37 | $0.33 | $384.2M | $374.1M | EPS beat, GAAPRevenue beat |
| Q2 FY2025reported Aug 11, 2025 | $0.22 | $0.31 | $311.6M | $361.4M | EPS missRevenue miss |
| Q1 FY2025reported Apr 30, 2025 | $0.37 | $0.25 | $322.1M | $361.7M | EPS beatRevenue miss |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for fiscal 2025 · proxy filed Apr 1, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Matthew J. TobolskiChief Executive Officer | $713K | $1.9M | $1.0M | $3.7M |
| Gary D. FieldsSpecial Advisor to the Board | $647K | $515K | $446K | $1.6M |
| Rebecca A. ThompsonChief Financial Officer and Treasurer | $442K | $354K | $285K | $1.1M |
| Stephen E. WakefieldExecutive Vice-President and General Manager, AAON Business Unit | $400K | $273K | $233K | $906K |
| Casey R. KidwellChief Administrative Officer | $365K | $225K | $204K | $795K |
| Matthew J. ShaubExecutive Vice-President and General Manager, BASX Business Unit | $347K | $209K | $179K | $735K |
The summary compensation table from the proxy statement for fiscal 2025, with titles as filed then. Executives who have since left are not shown. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| BlackRock, Inc. | $848.2M | 6,686,241 | +1.9% | 8.14% |
| Wellington Management Group LLP | $732.3M | 5,772,476 | -27.6% | 7.02% |
| Vanguard Capital Management LLC | $396.0M | 3,121,771 | +0.7% | 3.80% |
| Vanguard Portfolio Management LLC | $372.8M | 2,938,836 | +1.1% | 3.58% |
| State Street Corp | $333.1M | 2,625,540 | +27.3% | 3.21% |
| Wasatch Advisors LP | $296.7M | 2,338,517 | +3.1% | 2.85% |
| First Trust Advisors LP | $200.3M | 1,579,172 | -21.6% | 1.92% |
| Blair William & Co | $194.5M | 1,533,434 | -5.5% | 1.87% |
| Geode Capital Management, LLC | $181.8M | 1,432,938 | +0.4% | 1.74% |
| Dimensional Fund Advisors LP | $171.6M | 1,352,956 | -2.3% | 1.65% |
| Geneva Capital Management LLC | $152.3M | 1,200,842 | -30.2% | 1.46% |
| Morgan Stanley | $142.3M | 1,121,413 | -10.6% | 1.36% |
A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
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Congress trades in AAON
8 disclosures of 8 on record · median 22d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 24, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Robert BresnahanJoint | Stock | Sale | $1,001 - $15,000 | -44.2%After the saleS&P 500 +30.7% · -74.9 pts vs S&P 500 | Jan 13, 2025 | Feb 13, 2025 | 31d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +95.8%S&P 500 +87.6% · +8.3 pts vs S&P 500 | May 26, 2022 | Jun 10, 2022 | 15d |
| Ro Khanna | Stock | Purchase | $15,001 - $50,000 | +98.6%S&P 500 +69.8% · +28.9 pts vs S&P 500 | Apr 8, 2022 | May 6, 2022 | 28d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +44.5%After the saleS&P 500 +68.6% · -24.1 pts vs S&P 500 | Oct 19, 2021 | Nov 9, 2021 | 21d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +192.2%S&P 500 +220.0% · -27.9 pts vs S&P 500 | Mar 13, 2017 | Apr 13, 2017 | 31d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | +396.8%After the saleS&P 500 +268.8% · +127.9 pts vs S&P 500 | Oct 27, 2015 | Nov 19, 2015 | 23d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | +404.5%After the saleS&P 500 +266.6% · +137.9 pts vs S&P 500 | Oct 30, 2015 | Nov 19, 2015 | 20d |
| Thom TillisJoint | Stock | Sale (Full) | $1,001 - $15,000 | +341.9%After the saleS&P 500 +263.1% · +78.8 pts vs S&P 500 | Feb 13, 2015 | Feb 26, 2015 | 13d |
Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Every Congress trade in AAON, filterable by party, chamber, type and account.
Questions
Which members of Congress have traded AAON?
Robert Bresnahan, Ro Khanna, Michael T. McCaul and Thom Tillis disclosed AAON transactions in the filings shown here.
How quickly are AAON trades disclosed?
Congressional disclosures took a median of 22 days, against the 45 the STOCK Act allows.
How to read a STOCK Act filing
WHAT THE FILING ACTUALLY SAYS
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Oct 26, 2026.