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David Stewart

Director at AAON
Board

About David R. Stewart

Independent director of AAON since October 2021; age 69; currently Chief Administrative Officer and Trustee of the Oklahoma Ordnance Works Authority (MidAmerica Industrial Park). Certified Public Accountant with MS and BS from Oklahoma State University; term expires at the 2026 Annual Meeting; serves on Audit and Governance Committees . Affirmatively determined independent under NASDAQ/SEC standards; subject to AAON’s anti‑hedging/pledging policy .

Past Roles

OrganizationRoleTenureCommittees/Impact
Cherokee Nation Businesses, LLCChief Executive OfficerPrior to Dec 2012 (appointed to OOWA in Dec 2012) Led Tribal-State Gaming Compact negotiations in 2004; diversified portfolio to non‑gaming enterprises employing 3,500+

External Roles

OrganizationRoleTenureScope/Impact
Oklahoma Ordnance Works Authority (MidAmerica Industrial Park)Chief Administrative Officer & TrusteeAppointed Dec 2012; current Oversees 9,000-acre industrial park with 80+ companies (e.g., Google, Siemens, Chevron Phillips), ~4,500 employees
Governor’s Council of Workforce and Economic DevelopmentMemberCurrent State workforce/economic development oversight
Oklahoma State Board of Career and Technology EducationMemberCurrent Oversight of career technical training statewide
Tulsa Regional ChamberBoard of DirectorsCurrent Regional business leadership
Tulsa’s Future (Executive Committee)Executive Committee MemberCurrent Regional economic development strategy
Oklahoma Business RoundtableChair, Board of DirectorsCurrent Statewide business/economic development support
State Chamber of OklahomaBoard of DirectorsCurrent State business advocacy
Tulsa Community College FoundationBoard of DirectorsCurrent Education philanthropy governance

Board Governance

  • Independence: Board affirmatively determined Stewart is independent under AAON and NASDAQ/SEC standards .
  • Committee assignments: Audit Committee member; Governance Committee member (not chair) .
  • Meeting cadence and participation: 2024 Board met 5 times; Audit 4; Governance 5; member participation >75% across committees (Board-level statistic) .
  • Executive sessions: Independent Chair/Vice Chair preside; committee chairs preside for their committees .
  • Board leadership: Independent Chair (A.H. McElroy II) and Independent Vice Chair (Caron Lawhorn) structure maintained; annual review by independent directors .

Fixed Compensation

Component (2024)Amount (USD)
Annual retainer (cash)$65,000
Audit Committee membership fee$10,000
Governance Committee membership fee$9,000
Meeting feesIncluded in retainer (no separate fees)
Total cash fees (2024)$84,000

Notes:

  • Director compensation plan includes quarterly cash payments; annual retainer is inclusive of meetings .
  • Committee chair fees apply only to chairs; Stewart is not a chair .

Performance Compensation

Equity AwardGrant DateSharesGrant-Date Fair ValueVesting
Restricted Stock Award (RSA)May 21, 20241,283~$97,743 [grant values ranged $75.90–$76.48/share] Vests ratably over remaining board term
Unvested RSAs outstanding (as of 12/31/2024)2,463Per award schedule; time-based

Program structure:

  • Non‑employee directors receive annual RSAs; no stock options or PSUs granted to directors; footnote confirms no non‑qualified options granted during director terms .
  • Equity ownership/retention guidelines require robust holdings and retention until guidelines met (see below) .

Other Directorships & Interlocks

CategoryDetails
Current public company boardsNone disclosed for Stewart
Private/public trust/government boardsMultiple civic/economic development boards in Oklahoma (see External Roles)
Potential interlocksOOWA/MidAmerica Industrial Park hosts large corporate tenants; no AAON-related transactions disclosed with Stewart

Expertise & Qualifications

  • CPA; MS and BS in Business from Oklahoma State University .
  • Experience spanning executive management, financial oversight, economic development, and governance; designated Audit Committee member with Board-wide risk oversight emphasis .

Equity Ownership

ItemAmountNotes
Shares owned (beneficial)10,052As of March 14, 2025
Shares held via 401(k) Plan3,000As of March 14, 2025
Unvested RSAs2,463As of Dec 31, 2024
Stock optionsNoneNo options granted to non‑employee directors
Shares outstanding (reference)81,317,584As of March 14, 2025
Ownership as % of outstanding~0.012%10,052 / 81,317,584; references:

Stock Ownership Guidelines:

  • Directors must hold a minimum of 6x board-level cash retainer; all current non‑employee directors, including Stewart, satisfy the requirement as of March 14, 2025 .

Insider Trades

  • Section 16 compliance: Company reports timely filings in 2024 for directors and officers, except specified forms for other individuals; no Stewart-specific exceptions noted .
  • Note: Attempted to retrieve Form 4 detail via Insider Trades skill; data unavailable due to authorization error. Equity ownership above reflects latest proxy data .

Governance Assessment

  • Strengths: Independence; Audit and Governance Committee service; CPA credentials align with financial oversight; robust ownership guideline compliance; anti‑hedging/pledging policy strengthens alignment .
  • Engagement: Board/committee participation reported >75% at the committee level; regular executive sessions foster independent oversight .
  • Conflicts/Related parties: 2024 related‑party transactions disclosed for other parties (Fields Mechanical Systems, Asbjornson consulting, Kvichak Lodge, N25VR LLC); none involving Stewart identified, reducing conflict risk .
  • Signals: Board compensation review by independent consultant (Meridian) and targeted competitive ranges; directors compensated via time‑vested RSAs, emphasizing long‑term alignment; company say‑on‑pay support was 96.8% in 2024 (context for governance climate) .
  • Watch items: Stewardship of MidAmerica Industrial Park with large corporate tenants could create perceived network influence; no AAON‑related transactions disclosed; continue monitoring related‑party disclosures and Section 16 filings for changes .

Say‑on‑Pay & Shareholder Feedback (context):

  • Advisory approval of NEO compensation: 96.8% in 2024; average ~95.2% over last three years, indicating broad investor support for AAON’s pay practices .