Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SMITH A O CORPAOS · Entity 3642 | Director | April 11, 2023 | April 13, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
SMITH A O CORP
Report date April 11, 2023 · Filed April 13, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,286 |
Reported balance
After 2023-04-11 transaction · row 1
1 source rowRow 1 · 2023-04-11 · Grant · Acquired 2,126 · Balance 4,286 F1: Payment of retainer in stock under the A. O. Smith Corporation directors' compensation program based on the average of the high and low price of Common Stock on April 11, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: Payment of retainer in stock under the A. O. Smith Corporation directors' compensation program based on the average of the high and low price of Common Stock on April 11, 2023.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| April 11, 2023 Filed Apr 13, 2023 16:36 UTC | SMITH A O CORP AOS · Entity 3642 | GrantCommon Stock | 2,126 | $65.86 | $140,018.36 |
DisclosureSEC source: 0000091142-23-000045 · wf-form4_168140379963073.xml · nonDerivative · entry 1 Exum Earl E. · CIK 0001920283 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,286 F1 · shares: Payment of retainer in stock under the A. O. Smith Corporation directors' compensation program based on the average of the high and low price of Common Stock on April 11, 2023. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.