Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LSI INDUSTRIES INCLYTS · Entity 5205 | Director | August 19, 2026 | August 21, 2026 |
| SMITH A O CORPAOS · Entity 3642 | Director | April 08, 2025 | April 09, 2025 |
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.
LSI INDUSTRIES INC
Report date August 19, 2026 · Filed August 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 79,228 |
Reported balance
After 2026-08-19 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-19 · Grant · Acquired 1,455 · Balance 79,228 F1: Restricted stock units vest one year from grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units vest one year from grant date.
SMITH A O CORP
Report date April 08, 2025 · Filed April 09, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 75,391 |
Reported balance
After 2025-04-08 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-04-08 · Grant · Acquired 2,468 · Balance 75,391 F1: Payment of retainer in Restricted Stock Units under the A. O. Smith Nonqualified Deferred Compensation Plan based on the average of the high and the low price of Common Stock on April 8, 2025. F2: The Plan permits the participant to defer the receipt of the award, and Mr. Brown has made a deferral. F3: The Restricted Stock Units receive a quarterly dividend pursuant to a dividend reinvestment feature of the A. O. Smith Nonqualified Deferred Compensation Plan. The total amount of the dividends received was 1,260 units of Restricted Stock Units. |
Filing footnotes · ownership attribution and instrument terms
F1: Payment of retainer in Restricted Stock Units under the A. O. Smith Nonqualified Deferred Compensation Plan based on the average of the high and the low price of Common Stock on April 8, 2025.
F2: The Plan permits the participant to defer the receipt of the award, and Mr. Brown has made a deferral.
F3: The Restricted Stock Units receive a quarterly dividend pursuant to a dividend reinvestment feature of the A. O. Smith Nonqualified Deferred Compensation Plan. The total amount of the dividends received was 1,260 units of Restricted Stock Units.
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 |
|---|---|---|---|---|---|---|
| September 05, 2018 Filed Sep 6, 2018 16:01 UTC | LSI INDUSTRIES INC LYTS · Entity 5205 | PurchaseCommon Stock | 5,000 | $5.00 | $25,000.00 |
DisclosureSEC source: 0001567619-18-002177 · doc1.xml · nonDerivative · entry 1 BROWN RONALD D · CIK 0001206562 · Interim CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Read SEC document |
| August 20, 2018 Filed Aug 20, 2018 20:35 UTC | LSI INDUSTRIES INC LYTS · Entity 5205 | PurchaseCommon Stock | 5,000 | $5.30 | $26,500.00 |
DisclosureSEC source: 0001567619-18-001481 · doc1.xml · nonDerivative · entry 1 BROWN RONALD D · CIK 0001206562 · Interim CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Read SEC document |
| April 09, 2018 Filed Apr 10, 2018 20:50 UTC | SMITH A O CORP AOS · Entity 3642 | GrantRestricted Stock Units · Derivative | 1,970 | $0.00 Strike: $63.48 | $0.00 |
DisclosureSEC source: 0000091142-18-000035 · edgar.xml · derivative · entry 1 BROWN RONALD D · CIK 0001206562 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,756 Underlying: Common Stock · 1,970 shares Expires not disclosed F1 · shares: Payment of retainer in Restricted Stock Units under the A. O. Smith Nonqualified Deferred Compensation Plan based on the market price of the Common Stock on April 9, 2018. F2 · derivative.exercise_date: The Plan permits the participant to defer the receipt of the award, and Mr. Brown has made a deferral. F2 · derivative.expiration_date: The Plan permits the participant to defer the receipt of the award, and Mr. Brown has made a deferral. F3 · balance_after: The Restricted Stock Units receive a quarterly dividend pursuant to a dividend reinvestment feature of the A. O. Smith Nonqualified Deferred Compensation Plan. The total amount of dividends received was 638 units of Restricted Stock Units. Read SEC document |
| May 24, 2017 Filed May 24, 2017 19:29 UTC | SMITH A O CORP AOS · Entity 3642 | SaleCommon Stock | 8,000 | $54.25 | $433,960.80 |
DisclosureSEC source: 0000091142-17-000062 · edgar.xml · nonDerivative · entry 1 BROWN RONALD D · CIK 0001206562 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,896 Read SEC document |
| April 13, 2017 Filed Apr 17, 2017 19:54 UTC | SMITH A O CORP AOS · Entity 3642 | GrantRestricted Stock Units · Derivative | 2,509 | $0.00 Strike: $49.83 | $0.00 |
DisclosureSEC source: 0000091142-17-000044 · edgar.xml · derivative · entry 2 BROWN RONALD D · CIK 0001206562 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,148 Underlying: Common Stock · 2,509 shares Expires not disclosed F2 · shares: Payment of retainer in Restricted Stock Units under the A. O. Smith Nonqualified Deferred Compensation Plan based on the market price of the Common Stock on April 13, 2017. F3 · derivative.exercise_date: The Plan permits the participant to defer the receipt of the award, and Mr. Brown has made a deferral. F3 · derivative.expiration_date: The Plan permits the participant to defer the receipt of the award, and Mr. Brown has made a deferral. F4 · 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 23,202 additional Restricted Stock Units. The Restricted Stock Units receive a quarterly dividend pursuant to a dividend reinvestment feature of the A. O. Smith Nonqualified Deferred Compensation Plan. The total amount of dividends received was 235 units of Restricted Stock Units. 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.