Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SMITH A O CORPAOS · Entity 3642 | Director | April 12, 2022 | April 13, 2022 |
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 12, 2022 · Filed April 13, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 87,958 |
Reported balance
After 2022-04-12 transaction · row 1
1 source rowRow 1 · 2022-04-12 · Grant · Acquired 2,160 · Balance 87,958 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 12, 2022. |
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 12, 2022.
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 12, 2022 Filed Apr 13, 2022 19:05 UTC | SMITH A O CORP AOS · Entity 3642 | GrantCommon Stock | 2,160 | $64.82 | $140,011.20 |
DisclosureSEC source: 0000091142-22-000056 · wf-form4_164987673818073.xml · nonDerivative · entry 1 WULF GENE C · CIK 0001215484 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,958 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 12, 2022. Read SEC document |
| July 12, 2021 Filed Jul 14, 2021 19:05 UTC | SMITH A O CORP AOS · Entity 3642 | GrantCommon Stock | 142 | $70.86 | $10,061.41 |
DisclosureSEC source: 0000091142-21-000115 · edgar.xml · nonDerivative · entry 1 WULF GENE C · CIK 0001215484 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,798 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 July 12, 2021. Read SEC document |
| April 13, 2021 Filed Apr 15, 2021 19:40 UTC | SMITH A O CORP AOS · Entity 3642 | GrantCommon Stock | 1,922 | $67.67 | $130,052.13 |
DisclosureSEC source: 0000091142-21-000067 · edgar.xml · nonDerivative · entry 1 WULF GENE C · CIK 0001215484 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,656 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 13, 2021. Read SEC document |
| March 29, 2021 Filed Mar 31, 2021 21:01 UTC | SMITH A O CORP AOS · Entity 3642 | SaleCommon Stock | 15,000 | $70.00 | $1,050,000.00 |
DisclosureSEC source: 0000091142-21-000055 · edgar.xml · nonDerivative · entry 1 WULF GENE C · CIK 0001215484 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,734 Read SEC document |
| March 12, 2021 Filed Mar 12, 2021 22:18 UTC | SMITH A O CORP AOS · Entity 3642 | SaleCommon Stock | 1,000 | $65.24 | $65,240.00 |
DisclosureSEC source: 0000091142-21-000050 · edgar.xml · nonDerivative · entry 2 WULF GENE C · CIK 0001215484 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,734 Read SEC document |
| March 11, 2021 Filed Mar 12, 2021 22:18 UTC | SMITH A O CORP AOS · Entity 3642 | SaleCommon Stock | 1,000 | $65.04 | $65,040.00 |
DisclosureSEC source: 0000091142-21-000050 · edgar.xml · nonDerivative · entry 1 WULF GENE C · CIK 0001215484 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,734 Read SEC document |
| March 10, 2021 Filed Mar 10, 2021 22:10 UTC | SMITH A O CORP AOS · Entity 3642 | SaleCommon Stock | 7,500 | $65.01 | $487,575.00 |
DisclosureSEC source: 0000091142-21-000048 · edgar.xml · nonDerivative · entry 4 WULF GENE C · CIK 0001215484 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,734 Read SEC document |
| March 10, 2021 Filed Mar 10, 2021 22:10 UTC | SMITH A O CORP AOS · Entity 3642 | SaleCommon Stock | 500 | $63.51 | $31,755.00 |
DisclosureSEC source: 0000091142-21-000048 · edgar.xml · nonDerivative · entry 3 WULF GENE C · CIK 0001215484 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,234 Read SEC document |
| March 09, 2021 Filed Mar 10, 2021 22:10 UTC | SMITH A O CORP AOS · Entity 3642 | SaleCommon Stock | 500 | $63.38 | $31,690.00 |
DisclosureSEC source: 0000091142-21-000048 · edgar.xml · nonDerivative · entry 2 WULF GENE C · CIK 0001215484 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,734 Read SEC document |
| March 08, 2021 Filed Mar 10, 2021 22:10 UTC | SMITH A O CORP AOS · Entity 3642 | SaleCommon Stock | 500 | $62.93 | $31,465.00 |
DisclosureSEC source: 0000091142-21-000048 · edgar.xml · nonDerivative · entry 1 WULF GENE C · CIK 0001215484 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,234 Read SEC document |
| March 05, 2021 Filed Mar 5, 2021 21:56 UTC | SMITH A O CORP AOS · Entity 3642 | SaleCommon Stock | 500 | $62.00 | $31,000.00 |
DisclosureSEC source: 0000091142-21-000045 · edgar.xml · nonDerivative · entry 3 WULF GENE C · CIK 0001215484 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,734 Read SEC document |
| March 04, 2021 Filed Mar 5, 2021 21:56 UTC | SMITH A O CORP AOS · Entity 3642 | SaleCommon Stock | 500 | $62.00 | $31,000.00 |
DisclosureSEC source: 0000091142-21-000045 · edgar.xml · nonDerivative · entry 2 WULF GENE C · CIK 0001215484 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,234 Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 21:56 UTC | SMITH A O CORP AOS · Entity 3642 | SaleCommon Stock | 2,500 | $62.00 | $155,000.00 |
DisclosureSEC source: 0000091142-21-000045 · edgar.xml · nonDerivative · entry 1 WULF GENE C · CIK 0001215484 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,734 Read SEC document |
| February 24, 2021 Filed Feb 25, 2021 22:10 UTC | SMITH A O CORP AOS · Entity 3642 | SaleCommon Stock | 500 | $62.00 | $31,000.00 |
DisclosureSEC source: 0000091142-21-000040 · edgar.xml · nonDerivative · entry 2 WULF GENE C · CIK 0001215484 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,234 Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 22:10 UTC | SMITH A O CORP AOS · Entity 3642 | SaleCommon Stock | 2,000 | $62.00 | $124,000.00 |
DisclosureSEC source: 0000091142-21-000040 · edgar.xml · nonDerivative · entry 1 WULF GENE C · CIK 0001215484 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,734 Read SEC document |
| April 15, 2020 Filed Apr 17, 2020 13:02 UTC | SMITH A O CORP AOS · Entity 3642 | GrantCommon Stock | 3,249 | $40.02 | $130,024.98 |
DisclosureSEC source: 0000091142-20-000038 · edgar.xml · nonDerivative · entry 1 WULF GENE C · CIK 0001215484 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,734 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 15, 2020. Read SEC document |
| July 08, 2019 Filed Jul 10, 2019 20:33 UTC | SMITH A O CORP AOS · Entity 3642 | GrantCommon Stock | 55 | $45.88 | $2,523.40 |
DisclosureSEC source: 0000091142-19-000046 · edgar.xml · nonDerivative · entry 1 WULF GENE C · CIK 0001215484 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,485 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 July 8, 2019. Read SEC document |
| April 09, 2019 Filed Apr 10, 2019 21:19 UTC | SMITH A O CORP AOS · Entity 3642 | GrantCommon Stock | 2,299 | $54.38 | $125,019.62 |
DisclosureSEC source: 0000091142-19-000028 · edgar.xml · nonDerivative · entry 1 WULF GENE C · CIK 0001215484 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,430 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 9, 2019. Read SEC document |
| April 09, 2018 Filed Apr 10, 2018 21:04 UTC | SMITH A O CORP AOS · Entity 3642 | GrantCommon Stock | 1,970 | $63.48 | $125,055.60 |
DisclosureSEC source: 0000091142-18-000042 · edgar.xml · nonDerivative · entry 1 WULF GENE C · CIK 0001215484 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,131 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 9, 2018. Read SEC document |
| April 13, 2017 Filed Apr 17, 2017 20:01 UTC | SMITH A O CORP AOS · Entity 3642 | GrantCommon Stock | 2,509 | $49.83 | $125,023.47 |
DisclosureSEC source: 0000091142-17-000052 · edgar.xml · nonDerivative · entry 1 WULF GENE C · CIK 0001215484 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,161 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 13, 2017. F2 · balance_after: On October 5, 2016, the common stock of A. O. Smith Corporation split 2-for1, resulting in the reporting person's ownership of 52,826 additional shares of Common Stock. 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.