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person · Reporting owner

Wheeler Kevin J.

Disclosed activity across 3 companies

Tapewire entity
26938
SEC CIK
0001566416

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
GRACO INCGGG · Entity 3440DirectorOctober 01, 2026October 05, 2026
ITT INC.ITT · Entity 8806DirectorAugust 01, 2026August 04, 2026
SMITH A O CORPAOS · Entity 3642Director · Executive ChairmanFebruary 13, 2026February 17, 2026

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.

GRACO INC

Report date October 01, 2026 · Filed October 05, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Deferred Stock SharesSEC Table II · derivative / convertible securityDirect8,703.7143 Reported balance After 2026-10-01 transaction · row 1 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 1 · 2026-10-01 · Grant · Acquired 336.74 · Balance 8,703.7143

F1: The deferred stock shares were accrued under the Graco Inc. Amended and Restated 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board.

F2: Shares of Graco Inc. deferred stock received in lieu of quarterly retainer fees.

F3: The number of deferred stock shares includes deferred stock shares acquired under the Graco Inc. Automatic Dividend Reinvestment Plan (DRIP), exempt under Rule 16a-11.

Filing footnotes · ownership attribution and instrument terms

F1: The deferred stock shares were accrued under the Graco Inc. Amended and Restated 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board.

F2: Shares of Graco Inc. deferred stock received in lieu of quarterly retainer fees.

F3: The number of deferred stock shares includes deferred stock shares acquired under the Graco Inc. Automatic Dividend Reinvestment Plan (DRIP), exempt under Rule 16a-11.

ITT INC.

Report date August 01, 2026 · Filed August 04, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect756 Reported balance After 2026-08-01 transaction · row 1
1 source row

Row 1 · 2026-08-01 · Grant · Acquired 756 · Balance 756

F1: Reflects an award of restricted stock units, all of which are scheduled to vest on the business day immediately prior to the ITT 2027 Annual Meeting of Shareholders.

Filing footnotes · ownership attribution and instrument terms

F1: Reflects an award of restricted stock units, all of which are scheduled to vest on the business day immediately prior to the ITT 2027 Annual Meeting of Shareholders.

SMITH A O CORP

Report date February 13, 2026 · Filed February 17, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect128,348 Ending reported balance After 2026-02-13 transaction · row 3
3 source rows · reconciled sequence

Row 1 · 2026-02-13 · Exercise / conversion · Acquired 36,045 · Balance 136,692

F1: Each restricted stock unit represents the right to receive, at settlement, one share of Common Stock. This transaction represents the settlement of restricted stock units in shares of Common Stock on their scheduled vesting date.

Row 2 · 2026-02-13 · Tax withholding · Disposed 16,942 · Balance 119,750

F2: Shares withheld by A. O. Smith Corporation to satisfy tax withholding requirements on vesting of restricted stock units.

Row 3 · 2026-02-13 · Grant · Acquired 8,598 · Balance 128,348

F3: Represents vesting of performance stock units at 150% of the target award amount and conversion to shares of A. O. Smith Corporation's Common Stock upon achievement of performance criteria for the 2023 - 2025 performance period.

Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00Direct0 Reported balance After 2026-02-13 transaction · row 4 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 4 · 2026-02-13 · Exercise / conversion · Disposed 36,045 · Balance 0

F1: Each restricted stock unit represents the right to receive, at settlement, one share of Common Stock. This transaction represents the settlement of restricted stock units in shares of Common Stock on their scheduled vesting date.

F4: The restricted stock units were granted on 02/13/2023 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. The restricted stock units became payable in Common Stock on the vesting date of 02/13/2026.

Filing footnotes · ownership attribution and instrument terms

F1: Each restricted stock unit represents the right to receive, at settlement, one share of Common Stock. This transaction represents the settlement of restricted stock units in shares of Common Stock on their scheduled vesting date.

F2: Shares withheld by A. O. Smith Corporation to satisfy tax withholding requirements on vesting of restricted stock units.

F3: Represents vesting of performance stock units at 150% of the target award amount and conversion to shares of A. O. Smith Corporation's Common Stock upon achievement of performance criteria for the 2023 - 2025 performance period.

F4: The restricted stock units were granted on 02/13/2023 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. The restricted stock units became payable in Common Stock on the vesting date of 02/13/2026.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
October 01, 2026 Filed Oct 5, 2026 21:31 UTC GRACO INC GGG · Entity 3440 GrantDeferred Stock Shares · Derivative 336.74 $76.84 $25,875.10
Disclosure

SEC source: 0000042888-26-000144 · form4.xml · derivative · entry 1

Wheeler Kevin J. · CIK 0001566416 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,703.7143

Underlying: Common Stock · 336.74 shares

Expires not disclosed

F1 · derivative.exercise_price: The deferred stock shares were accrued under the Graco Inc. Amended and Restated 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board.

F2 · kind: Shares of Graco Inc. deferred stock received in lieu of quarterly retainer fees.

F1 · derivative.exercise_date: The deferred stock shares were accrued under the Graco Inc. Amended and Restated 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board.

F1 · derivative.expiration_date: The deferred stock shares were accrued under the Graco Inc. Amended and Restated 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board.

F3 · balance_after: The number of deferred stock shares includes deferred stock shares acquired under the Graco Inc. Automatic Dividend Reinvestment Plan (DRIP), exempt under Rule 16a-11.

Read SEC document
August 01, 2026 Filed Aug 4, 2026 20:28 UTC ITT INC. ITT · Entity 8806 GrantCommon Stock 756 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-332912 · ownership.xml · nonDerivative · entry 1

Wheeler Kevin J. · CIK 0001566416 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 756

F1 · shares: Reflects an award of restricted stock units, all of which are scheduled to vest on the business day immediately prior to the ITT 2027 Annual Meeting of Shareholders.

Read SEC document
July 01, 2026 Filed Jul 1, 2026 15:32 UTC GRACO INC GGG · Entity 3440 GrantDeferred Stock Shares · Derivative 331.32 $75.61 $25,051.11
Disclosure

SEC source: 0000042888-26-000120 · form4.xml · derivative · entry 1

Wheeler Kevin J. · CIK 0001566416 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,337.0723

Underlying: Common Stock · 331.32 shares

Expires not disclosed

F1 · derivative.exercise_price: The deferred stock shares were accrued under the Graco Inc. Amended and Restated 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board.

F2 · kind: Shares of Graco Inc. deferred stock received in lieu of quarterly retainer fees.

F1 · derivative.exercise_date: The deferred stock shares were accrued under the Graco Inc. Amended and Restated 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board.

F1 · derivative.expiration_date: The deferred stock shares were accrued under the Graco Inc. Amended and Restated 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board.

F3 · balance_after: The number of deferred stock shares includes deferred stock shares acquired under the Graco Inc. Automatic Dividend Reinvestment Plan (DRIP), exempt under Rule 16a-11.

Read SEC document
April 01, 2026 Filed Apr 2, 2026 18:02 UTC GRACO INC GGG · Entity 3440 GrantDeferred Stock Shares · Derivative 276.14 $84.65 $23,375.25
Disclosure

SEC source: 0000042888-26-000087 · form4.xml · derivative · entry 1

Wheeler Kevin J. · CIK 0001566416 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,976.5623

Underlying: Common Stock · 276.14 shares

Expires not disclosed

F1 · derivative.exercise_price: The deferred stock shares were accrued under the Graco Inc. Amended and Restated 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board.

F2 · kind: Shares of Graco Inc. deferred stock received in lieu of quarterly retainer fees.

F1 · derivative.exercise_date: The deferred stock shares were accrued under the Graco Inc. Amended and Restated 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board.

F1 · derivative.expiration_date: The deferred stock shares were accrued under the Graco Inc. Amended and Restated 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board.

F3 · balance_after: The number of deferred stock shares includes deferred stock shares acquired under the Graco Inc. Automatic Dividend Reinvestment Plan (DRIP), exempt under Rule 16a-11.

Read SEC document
February 13, 2026 Filed Feb 17, 2026 15:24 UTC GRACO INC GGG · Entity 3440 GrantNon-qualified Stock Option (Right to Buy) · Derivative 5,240 $0.00 Strike: $94.28 $0.00
Disclosure

SEC source: 0000042888-26-000080 · form4.xml · derivative · entry 1

Wheeler Kevin J. · CIK 0001566416 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,240

Underlying: Common Stock · 5,240 shares

Expires 2036-02-13

F1 · derivative.exercise_date: Nonemployee director stock option granted pursuant to the Graco Inc. Amended and Restated 2019 Stock Incentive Plan in a transaction exempt under Rule 16b-3. The stock option becomes exercisable in four equal annual installments, commencing one year after the date of the grant.

Read SEC document
February 13, 2026 Filed Feb 17, 2026 19:31 UTC SMITH A O CORP AOS · Entity 3642 Exercise / conversionRestricted Stock Units · Derivative 36,045 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000091142-26-000058 · wk-form4_1771356696.xml · derivative · entry 4

Wheeler Kevin J. · CIK 0001566416 · Director · Executive Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 36,045 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of Common Stock. This transaction represents the settlement of restricted stock units in shares of Common Stock on their scheduled vesting date.

F4 · derivative.exercise_date: The restricted stock units were granted on 02/13/2023 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. The restricted stock units became payable in Common Stock on the vesting date of 02/13/2026.

F4 · derivative.expiration_date: The restricted stock units were granted on 02/13/2023 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. The restricted stock units became payable in Common Stock on the vesting date of 02/13/2026.

Read SEC document
February 13, 2026 Filed Feb 17, 2026 19:31 UTC SMITH A O CORP AOS · Entity 3642 GrantCommon Stock 8,598 $79.89 $686,851.23
Disclosure

SEC source: 0000091142-26-000058 · wk-form4_1771356696.xml · nonDerivative · entry 3

Wheeler Kevin J. · CIK 0001566416 · Director · Executive Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 128,348

F3 · shares: Represents vesting of performance stock units at 150% of the target award amount and conversion to shares of A. O. Smith Corporation's Common Stock upon achievement of performance criteria for the 2023 - 2025 performance period.

Read SEC document
February 13, 2026 Filed Feb 17, 2026 19:31 UTC SMITH A O CORP AOS · Entity 3642 Tax withholdingCommon Stock 16,942 $79.89 $1,353,411.67
Disclosure

SEC source: 0000091142-26-000058 · wk-form4_1771356696.xml · nonDerivative · entry 2

Wheeler Kevin J. · CIK 0001566416 · Director · Executive Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 119,750

F2 · shares: Shares withheld by A. O. Smith Corporation to satisfy tax withholding requirements on vesting of restricted stock units.

Read SEC document
February 13, 2026 Filed Feb 17, 2026 19:31 UTC SMITH A O CORP AOS · Entity 3642 Exercise / conversionCommon Stock 36,045 $0.00 $0.00
Disclosure

SEC source: 0000091142-26-000058 · wk-form4_1771356696.xml · nonDerivative · entry 1

Wheeler Kevin J. · CIK 0001566416 · Director · Executive Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 136,692

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Each restricted stock unit represents the right to receive, at settlement, one share of Common Stock. This transaction represents the settlement of restricted stock units in shares of Common Stock on their scheduled vesting date.

Read SEC document
February 09, 2026 Filed Feb 11, 2026 22:28 UTC SMITH A O CORP AOS · Entity 3642 GrantRestricted Stock Units · Derivative 18,965 $0.00 $0.00
Disclosure

SEC source: 0000091142-26-000038 · wk-form4_1770848906.xml · derivative · entry 1

Wheeler Kevin J. · CIK 0001566416 · Director · Executive Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 131,265

Underlying: Common Stock · 18,965 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of Common Stock.

F2 · derivative.exercise_date: The restricted stock units were granted on 02/09/2026 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. The restricted stock units become payable in Common Stock on the vesting date of 02/09/2029.

F2 · derivative.expiration_date: The restricted stock units were granted on 02/09/2026 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. The restricted stock units become payable in Common Stock on the vesting date of 02/09/2029.

Read SEC document
January 01, 2026 Filed Jan 5, 2026 14:38 UTC GRACO INC GGG · Entity 3440 GrantDeferred Stock Shares · Derivative 285.17 $81.97 $23,375.38
Disclosure

SEC source: 0000042888-26-000015 · form4.xml · derivative · entry 1

Wheeler Kevin J. · CIK 0001566416 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,675.7131

Underlying: Common Stock · 285.17 shares

Expires not disclosed

F1 · derivative.exercise_price: The deferred stock shares were accrued under the Graco Inc. Amended and Restated 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board.

F2 · kind: Shares of Graco Inc. deferred stock received in lieu of quarterly retainer fees.

F1 · derivative.exercise_date: The deferred stock shares were accrued under the Graco Inc. Amended and Restated 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board.

F1 · derivative.expiration_date: The deferred stock shares were accrued under the Graco Inc. Amended and Restated 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board.

F3 · balance_after: The number of deferred stock shares includes deferred stock shares acquired under the Graco Inc. Automatic Dividend Reinvestment Plan (DRIP), exempt under Rule 16a-11.

Read SEC document
October 01, 2025 Filed Oct 2, 2025 15:14 UTC GRACO INC GGG · Entity 3440 GrantDeferred Stock Shares · Derivative 275.13 $84.69 $23,300.76
Disclosure

SEC source: 0000042888-25-000040 · form4.xml · derivative · entry 1

Wheeler Kevin J. · CIK 0001566416 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,365.9391

Underlying: Common Stock · 275.13 shares

Expires not disclosed

F1 · derivative.exercise_price: The deferred stock shares were accrued under the Graco Inc. Amended and Restated 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board.

F2 · kind: Shares of Graco Inc. deferred stock received in lieu of quarterly retainer fees.

F1 · derivative.exercise_date: The deferred stock shares were accrued under the Graco Inc. Amended and Restated 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board.

F1 · derivative.expiration_date: The deferred stock shares were accrued under the Graco Inc. Amended and Restated 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board.

F3 · balance_after: The number of deferred stock shares includes deferred stock shares acquired under the Graco Inc. Automatic Dividend Reinvestment Plan (DRIP), exempt under Rule 16a-11.

Read SEC document
July 30, 2025 Filed Jul 30, 2025 18:29 UTC SMITH A O CORP AOS · Entity 3642 Exercise / conversionEmployee Stock Options (Right to Buy) · Derivative 22,200 $0.00 Strike: $31.67 $0.00
Disclosure

SEC source: 0000091142-25-000105 · wk-form4_1753900172.xml · derivative · entry 3

Wheeler Kevin J. · CIK 0001566416 · Director · Executive Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 22,200 shares

Expires 2026-02-08

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_date: The employee stock options were granted on 02/08/2016 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. The options became exercisable in three annual installments of 1/3 of the award starting on 02/08/2017.

Read SEC document
July 30, 2025 Filed Jul 30, 2025 18:29 UTC SMITH A O CORP AOS · Entity 3642 SaleCommon Stock 22,200 $71.26 $1,581,867.66
Disclosure

SEC source: 0000091142-25-000105 · wk-form4_1753900172.xml · nonDerivative · entry 2

Wheeler Kevin J. · CIK 0001566416 · Director · Executive Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 100,647

F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $70.91 to $71.72. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported on this Form 4 utilizing an average weighted price.

Read SEC document
July 30, 2025 Filed Jul 30, 2025 18:29 UTC SMITH A O CORP AOS · Entity 3642 Exercise / conversionCommon Stock 22,200 $31.67 $703,074.00
Disclosure

SEC source: 0000091142-25-000105 · wk-form4_1753900172.xml · nonDerivative · entry 1

Wheeler Kevin J. · CIK 0001566416 · Director · Executive Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 122,847

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
July 01, 2025 Filed Jul 1, 2025 13:35 UTC GRACO INC GGG · Entity 3440 GrantDeferred Stock Shares · Derivative 271.9 $85.97 $23,375.24
Disclosure

SEC source: 0001127602-25-018249 · form4.xml · derivative · entry 1

Wheeler Kevin J. · CIK 0001566416 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,067.5078

Underlying: Common Stock · 271.9 shares

Expires not disclosed

F1 · derivative.exercise_price: The deferred stock shares were accrued under the Graco Inc. Amended and Restated 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board.

F2 · kind: Shares of Graco Inc. deferred stock received in lieu of quarterly retainer fees.

F1 · derivative.exercise_date: The deferred stock shares were accrued under the Graco Inc. Amended and Restated 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board.

F1 · derivative.expiration_date: The deferred stock shares were accrued under the Graco Inc. Amended and Restated 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board.

F3 · balance_after: The number of deferred stock shares includes deferred stock shares acquired under the Graco Inc. Automatic Dividend Reinvestment Plan (DRIP), exempt under Rule 16a-11.

Read SEC document
April 01, 2025 Filed Apr 1, 2025 19:39 UTC GRACO INC GGG · Entity 3440 GrantDeferred Stock Shares · Derivative 279.91 $83.51 $23,375.28
Disclosure

SEC source: 0001127602-25-010767 · form4.xml · derivative · entry 1

Wheeler Kevin J. · CIK 0001566416 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,772.9191

Underlying: Common Stock · 279.91 shares

Expires not disclosed

F1 · derivative.exercise_price: The deferred stock shares were accrued under the Graco Inc. Amended and Restated 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board.

F2 · kind: Shares of Graco Inc. deferred stock received in lieu of quarterly retainer fees.

F1 · derivative.exercise_date: The deferred stock shares were accrued under the Graco Inc. Amended and Restated 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board.

F1 · derivative.expiration_date: The deferred stock shares were accrued under the Graco Inc. Amended and Restated 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board.

F3 · balance_after: The number of deferred stock shares includes deferred stock shares acquired under the Graco Inc. Automatic Dividend Reinvestment Plan (DRIP), exempt under Rule 16a-11.

Read SEC document
February 14, 2025 Filed Feb 18, 2025 15:11 UTC GRACO INC GGG · Entity 3440 GrantNon-qualified Stock Option (Right to Buy) · Derivative 4,980 $0.00 Strike: $86.06 $0.00
Disclosure

SEC source: 0001127602-25-005114 · form4.xml · derivative · entry 1

Wheeler Kevin J. · CIK 0001566416 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,980

Underlying: Common Stock · 4,980 shares

Expires 2035-02-14

F1 · derivative.exercise_date: Nonemployee director stock option granted pursuant to the Graco Inc. Amended and Restated 2019 Stock Incentive Plan in a transaction exempt under Rule 16b-3. The stock option becomes exercisable in four equal annual installments, commencing one year after the date of the grant.

Read SEC document
February 10, 2025 Filed Feb 11, 2025 21:47 UTC SMITH A O CORP AOS · Entity 3642 GrantRestricted Stock Units · Derivative 43,240 $0.00 $0.00
Disclosure

SEC source: 0000091142-25-000035 · wk-form4_1739310466.xml · derivative · entry 4

Wheeler Kevin J. · CIK 0001566416 · Chairman and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 112,300

Underlying: Common Stock · 43,240 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of Common Stock.

F4 · derivative.exercise_date: The restricted stock units were granted on 02/10/2025 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. The restricted stock units become payable in Common Stock on the vesting date of 02/10/2028.

F4 · derivative.expiration_date: The restricted stock units were granted on 02/10/2025 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. The restricted stock units become payable in Common Stock on the vesting date of 02/10/2028.

Read SEC document
February 07, 2025 Filed Feb 11, 2025 21:47 UTC SMITH A O CORP AOS · Entity 3642 Exercise / conversionRestricted Stock Units · Derivative 20,440 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000091142-25-000035 · wk-form4_1739310466.xml · derivative · entry 3

Wheeler Kevin J. · CIK 0001566416 · Chairman and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 20,440 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of Common Stock.

F3 · derivative.exercise_date: The restricted stock units were granted on 02/07/2022 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. The restricted stock units become payable in Common Stock on the vesting date of 02/07/2025.

F3 · derivative.expiration_date: The restricted stock units were granted on 02/07/2022 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. The restricted stock units become payable in Common Stock on the vesting date of 02/07/2025.

Read SEC document
February 07, 2025 Filed Feb 11, 2025 21:47 UTC SMITH A O CORP AOS · Entity 3642 Tax withholdingCommon Stock 9,664 $65.65 $634,441.60
Disclosure

SEC source: 0000091142-25-000035 · wk-form4_1739310466.xml · nonDerivative · entry 2

Wheeler Kevin J. · CIK 0001566416 · Chairman and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 100,647

F2 · shares: Shares withheld by A. O. Smith Corporation to satisfy tax withholding requirements on vesting of restricted stock units.

Read SEC document
February 07, 2025 Filed Feb 11, 2025 21:47 UTC SMITH A O CORP AOS · Entity 3642 Exercise / conversionCommon Stock 20,440 $0.00 $0.00
Disclosure

SEC source: 0000091142-25-000035 · wk-form4_1739310466.xml · nonDerivative · entry 1

Wheeler Kevin J. · CIK 0001566416 · Chairman and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 110,311

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each restricted stock unit represents the right to receive, at settlement, one share of Common Stock.

Read SEC document
January 01, 2025 Filed Jan 2, 2025 21:04 UTC GRACO INC GGG · Entity 3440 GrantDeferred Stock Shares · Derivative 277.32 $84.29 $23,375.30
Disclosure

SEC source: 0001127602-25-000074 · form4.xml · derivative · entry 1

Wheeler Kevin J. · CIK 0001566416 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,472.0725

Underlying: Common Stock · 277.32 shares

Expires not disclosed

F1 · derivative.exercise_price: The deferred stock shares were accrued under the Graco Inc. Amended and Restated 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board.

F2 · kind: Shares of Graco Inc. deferred stock received in lieu of quarterly retainer fees.

F1 · derivative.exercise_date: The deferred stock shares were accrued under the Graco Inc. Amended and Restated 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board.

F1 · derivative.expiration_date: The deferred stock shares were accrued under the Graco Inc. Amended and Restated 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board.

F3 · balance_after: The number of deferred stock shares includes deferred stock shares acquired under the Graco Inc. Automatic Dividend Reinvestment Plan (DRIP), exempt under Rule 16a-11.

Read SEC document
October 01, 2024 Filed Oct 1, 2024 17:00 UTC GRACO INC GGG · Entity 3440 GrantDeferred Stock Shares · Derivative 267.11 $87.51 $23,374.80
Disclosure

SEC source: 0001127602-24-024631 · form4.xml · derivative · entry 1

Wheeler Kevin J. · CIK 0001566416 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,177.0203

Underlying: Common Stock · 267.11 shares

Expires not disclosed

F1 · derivative.exercise_price: The deferred stock shares were accrued under the Graco Inc. Amended and Restated 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board.

F2 · kind: Shares of Graco Inc. deferred stock received in lieu of quarterly retainer fees.

F1 · derivative.exercise_date: The deferred stock shares were accrued under the Graco Inc. Amended and Restated 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board.

F1 · derivative.expiration_date: The deferred stock shares were accrued under the Graco Inc. Amended and Restated 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board.

F3 · balance_after: The number of deferred stock shares includes deferred stock shares acquired under the Graco Inc. Automatic Dividend Reinvestment Plan (DRIP), exempt under Rule 16a-11.

Read SEC document
July 25, 2024 Filed Jul 26, 2024 17:02 UTC SMITH A O CORP AOS · Entity 3642 Exercise / conversionEmployee Stock Options (Right to Buy) · Derivative 19,220 $0.00 Strike: $30.77 $0.00
Disclosure

SEC source: 0000091142-24-000153 · wk-form4_1722013327.xml · derivative · entry 3

Wheeler Kevin J. · CIK 0001566416 · Chairman and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 19,220 shares

Expires 2025-02-09

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_date: The employee stock options were granted on 02/09/2015 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. The options became exercisable in three annual installments of 1/3 of the award starting on 02/09/2016.

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July 25, 2024 Filed Jul 26, 2024 17:02 UTC SMITH A O CORP AOS · Entity 3642 Tax withholdingCommon Stock 12,847 $82.18 $1,055,766.46
Disclosure

SEC source: 0000091142-24-000153 · wk-form4_1722013327.xml · nonDerivative · entry 2

Wheeler Kevin J. · CIK 0001566416 · Chairman and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 89,871

Read SEC document
July 25, 2024 Filed Jul 26, 2024 17:02 UTC SMITH A O CORP AOS · Entity 3642 Exercise / conversionCommon Stock 19,220 $30.77 $591,303.30
Disclosure

SEC source: 0000091142-24-000153 · wk-form4_1722013327.xml · nonDerivative · entry 1

Wheeler Kevin J. · CIK 0001566416 · Chairman and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 102,718

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
July 01, 2024 Filed Jul 1, 2024 17:05 UTC GRACO INC GGG · Entity 3440 GrantDeferred Stock Shares · Derivative 300.7 $79.28 $23,839.50
Disclosure

SEC source: 0001127602-24-019488 · form4.xml · derivative · entry 1

Wheeler Kevin J. · CIK 0001566416 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,890.9261

Underlying: Common Stock · 300.7 shares

Expires not disclosed

F1 · derivative.exercise_price: The deferred stock shares were accrued under the Graco Inc. 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board.

F2 · kind: Shares of Graco Inc. deferred stock received in lieu of quarterly retainer fees.

F1 · derivative.exercise_date: The deferred stock shares were accrued under the Graco Inc. 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board.

F1 · derivative.expiration_date: The deferred stock shares were accrued under the Graco Inc. 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board.

F3 · balance_after: The number of deferred stock shares includes deferred stock shares acquired under the Graco Inc. Automatic Dividend Reinvestment Plan (DRIP), exempt under Rule 16a-11.

Read SEC document
April 01, 2024 Filed Apr 1, 2024 13:13 UTC GRACO INC GGG · Entity 3440 GrantDeferred Stock Shares · Derivative 267.49 $93.46 $24,999.62
Disclosure

SEC source: 0001127602-24-011484 · form4.xml · derivative · entry 1

Wheeler Kevin J. · CIK 0001566416 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,572.7623

Underlying: Common Stock · 267.49 shares

Expires not disclosed

F1 · derivative.exercise_price: The deferred stock shares were accrued under the Graco Inc. 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board.

F2 · kind: Shares of Graco Inc. deferred stock received in lieu of quarterly retainer fees.

F1 · derivative.exercise_date: The deferred stock shares were accrued under the Graco Inc. 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board.

F1 · derivative.expiration_date: The deferred stock shares were accrued under the Graco Inc. 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board.

F3 · balance_after: The number of deferred stock shares includes deferred stock shares acquired under the Graco Inc. Automatic Dividend Reinvestment Plan (DRIP), exempt under Rule 16a-11.

Read SEC document
February 16, 2024 Filed Feb 20, 2024 12:54 UTC GRACO INC GGG · Entity 3440 GrantNon-qualified Stock Option (Right to Buy) · Derivative 4,830 $0.00 Strike: $88.64 $0.00
Disclosure

SEC source: 0001127602-24-005497 · form4.xml · derivative · entry 1

Wheeler Kevin J. · CIK 0001566416 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,830

Underlying: Common Stock · 4,830 shares

Expires 2034-02-16

F1 · derivative.exercise_date: Nonemployee director stock option granted pursuant to the Graco Inc. 2019 Stock Incentive Plan in a transaction exempt under Rule 16b-3. The stock option becomes exercisable in four equal annual installments, commencing one year after the date of the grant.

Read SEC document
February 12, 2024 Filed Feb 14, 2024 22:11 UTC SMITH A O CORP AOS · Entity 3642 GrantRestricted Stock Units · Derivative 33,015 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000091142-24-000067 · wk-form4_1707948634.xml · derivative · entry 1

Wheeler Kevin J. · CIK 0001566416 · Chairman, President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 89,500

Underlying: Common Stock · 33,015 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of Common Stock.

F2 · derivative.exercise_date: The restricted stock units were granted on 02/12/2024 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. The restricted stock units become payable in Common Stock on the vesting date of 02/12/2027.

F2 · derivative.expiration_date: The restricted stock units were granted on 02/12/2024 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. The restricted stock units become payable in Common Stock on the vesting date of 02/12/2027.

Read SEC document
February 08, 2024 Filed Feb 9, 2024 22:33 UTC SMITH A O CORP AOS · Entity 3642 Exercise / conversionRestricted Stock Units · Derivative 22,790 $0.00 $0.00
Disclosure

SEC source: 0000091142-24-000038 · wk-form4_1707517982.xml · derivative · entry 3

Wheeler Kevin J. · CIK 0001566416 · Chairman, President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 22,790 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: The restricted stock units were granted on 02/08/2021 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. The restricted stock units become payable in Common Stock on the vesting date of 02/08/2024.

F3 · derivative.exercise_date: The restricted stock units were granted on 02/08/2021 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. The restricted stock units become payable in Common Stock on the vesting date of 02/08/2024.

F3 · derivative.expiration_date: The restricted stock units were granted on 02/08/2021 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. The restricted stock units become payable in Common Stock on the vesting date of 02/08/2024.

F4 · balance_after: Kevin Wheeler beneficially owns 56,485 restricted stock units that have not yet vested.

Read SEC document
February 08, 2024 Filed Feb 9, 2024 22:33 UTC SMITH A O CORP AOS · Entity 3642 Tax withholdingCommon Stock 10,755 $80.28 $863,357.63
Disclosure

SEC source: 0000091142-24-000038 · wk-form4_1707517982.xml · nonDerivative · entry 2

Wheeler Kevin J. · CIK 0001566416 · Chairman, President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 83,498

F2 · shares: Shares withheld by A. O. Smith Corporation to satisfy tax withholding requirements on vesting of restricted stock units.

Read SEC document
February 08, 2024 Filed Feb 9, 2024 22:33 UTC SMITH A O CORP AOS · Entity 3642 Exercise / conversionCommon Stock 22,790 $0.00 $0.00
Disclosure

SEC source: 0000091142-24-000038 · wk-form4_1707517982.xml · nonDerivative · entry 1

Wheeler Kevin J. · CIK 0001566416 · Chairman, President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 94,253

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Each restricted stock unit represents the right to receive, at settlement, one share of Common Stock. This transaction represents the settlement of restricted stock units in shares of Common Stock on their scheduled vesting date.

Read SEC document
January 01, 2024 Filed Jan 2, 2024 17:30 UTC GRACO INC GGG · Entity 3440 GrantDeferred Stock Shares · Derivative 288.15 $86.76 $24,999.89
Disclosure

SEC source: 0001127602-24-000066 · form4.xml · derivative · entry 1

Wheeler Kevin J. · CIK 0001566416 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,289.9153

Underlying: Common Stock · 288.15 shares

Expires not disclosed

F1 · derivative.exercise_price: The deferred stock shares were accrued under the Graco Inc. 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board.

F2 · kind: Shares of Graco Inc. deferred stock received in lieu of quarterly retainer fees.

F1 · derivative.exercise_date: The deferred stock shares were accrued under the Graco Inc. 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board.

F1 · derivative.expiration_date: The deferred stock shares were accrued under the Graco Inc. 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board.

F3 · balance_after: The number of deferred stock shares includes deferred stock shares acquired under the Graco Inc. Automatic Dividend Reinvestment Plan (DRIP), exempt under Rule 16a-11.

Read SEC document
October 01, 2023 Filed Oct 2, 2023 19:29 UTC GRACO INC GGG · Entity 3440 GrantDeferred Stock Shares · Derivative 343.03 $72.88 $25,000.03
Disclosure

SEC source: 0001127602-23-024957 · form4.xml · derivative · entry 1

Wheeler Kevin J. · CIK 0001566416 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,985.9311

Underlying: Common Stock · 343.03 shares

Expires not disclosed

F1 · derivative.exercise_price: The deferred stock shares were accrued under the Graco Inc. 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board.

F2 · kind: Shares of Graco Inc. deferred stock received in lieu of quarterly retainer fees.

F1 · derivative.exercise_date: The deferred stock shares were accrued under the Graco Inc. 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board.

F1 · derivative.expiration_date: The deferred stock shares were accrued under the Graco Inc. 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board.

F3 · balance_after: The number of deferred stock shares includes deferred stock shares acquired under the Graco Inc. Automatic Dividend Reinvestment Plan (DRIP), exempt under Rule 16a-11.

Read SEC document
August 25, 2023 Filed Aug 25, 2023 18:29 UTC SMITH A O CORP AOS · Entity 3642 Exercise / conversionEmployee Stock Options (Right to Buy) · Derivative 19,900 $0.00 Strike: $23.24 $0.00
Disclosure

SEC source: 0000091142-23-000089 · wk-form4_1692988134.xml · derivative · entry 3

Wheeler Kevin J. · CIK 0001566416 · Chairman, President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 19,900 shares

Expires 2024-02-10

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_date: The employee stock options were granted on 02/10/2014 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. The options became exercisable in three annual installments of 1/3 of the award starting on 02/10/2015.

Read SEC document
August 25, 2023 Filed Aug 25, 2023 18:29 UTC SMITH A O CORP AOS · Entity 3642 SaleCommon Stock 12,917 $69.09 $892,390.32
Disclosure

SEC source: 0000091142-23-000089 · wk-form4_1692988134.xml · nonDerivative · entry 2

Wheeler Kevin J. · CIK 0001566416 · Chairman, President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 71,463

F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $68.75 to $69.285. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported on this Form 4 utilizing an average weighted price.

Read SEC document
August 25, 2023 Filed Aug 25, 2023 18:29 UTC SMITH A O CORP AOS · Entity 3642 Exercise / conversionCommon Stock 19,900 $23.24 $462,376.50
Disclosure

SEC source: 0000091142-23-000089 · wk-form4_1692988134.xml · nonDerivative · entry 1

Wheeler Kevin J. · CIK 0001566416 · Chairman, President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 84,380

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
July 01, 2023 Filed Jul 5, 2023 16:30 UTC GRACO INC GGG · Entity 3440 GrantDeferred Stock Shares · Derivative 280.83 $86.35 $24,249.67
Disclosure

SEC source: 0001127602-23-019837 · form4.xml · derivative · entry 1

Wheeler Kevin J. · CIK 0001566416 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,629.0768

Underlying: Common Stock · 280.83 shares

Expires not disclosed

F1 · derivative.exercise_price: The deferred stock shares were accrued under the Graco Inc. 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board.

F2 · kind: Shares of Graco Inc. deferred stock received in lieu of quarterly retainer fees.

F1 · derivative.exercise_date: The deferred stock shares were accrued under the Graco Inc. 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board.

F1 · derivative.expiration_date: The deferred stock shares were accrued under the Graco Inc. 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board.

F3 · balance_after: The number of deferred stock shares includes deferred stock shares acquired under the Graco Inc. Automatic Dividend Reinvestment Plan (DRIP), exempt under Rule 16a-11.

Read SEC document
April 01, 2023 Filed Apr 3, 2023 16:40 UTC GRACO INC GGG · Entity 3440 GrantDeferred Stock Shares · Derivative 311.6 $73.01 $22,749.92
Disclosure

SEC source: 0001127602-23-011813 · form4.xml · derivative · entry 1

Wheeler Kevin J. · CIK 0001566416 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,335.3269

Underlying: Common Stock · 311.6 shares

Expires not disclosed

F1 · derivative.exercise_price: The deferred stock shares were accrued under the Graco Inc. 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board.

F2 · kind: Shares of Graco Inc. deferred stock received in lieu of quarterly retainer fees.

F1 · derivative.exercise_date: The deferred stock shares were accrued under the Graco Inc. 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board.

F1 · derivative.expiration_date: The deferred stock shares were accrued under the Graco Inc. 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board.

F3 · balance_after: The number of deferred stock shares includes deferred stock shares acquired under the Graco Inc. Automatic Dividend Reinvestment Plan (DRIP), exempt under Rule 16a-11.

Read SEC document
February 17, 2023 Filed Feb 21, 2023 14:10 UTC GRACO INC GGG · Entity 3440 GrantNon-qualified Stock Option (Right to Buy) · Derivative 6,250 $0.00 Strike: $71.47 $0.00
Disclosure

SEC source: 0001127602-23-006081 · form4.xml · derivative · entry 1

Wheeler Kevin J. · CIK 0001566416 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,250

Underlying: Common Stock · 6,250 shares

Expires 2033-02-17

F1 · derivative.exercise_date: Nonemployee director stock option granted pursuant to the Graco Inc. 2019 Stock Incentive Plan in a transaction exempt under Rule 16b-3. The stock option becomes exercisable in four equal annual installments, commencing one year after the date of the grant.

Read SEC document
February 13, 2023 Filed Feb 15, 2023 20:48 UTC SMITH A O CORP AOS · Entity 3642 GrantRestricted Stock Units · Derivative 36,045 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000091142-23-000039 · wf-form4_167649411356716.xml · derivative · entry 1

Wheeler Kevin J. · CIK 0001566416 · Chairman, President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 79,275

Underlying: Common Stock · 36,045 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of Common Stock.

F2 · derivative.exercise_date: The restricted stock units were granted on 02/13/2023 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. The restricted stock units become payable in Common Stock on the vesting date of 02/13/2026.

F2 · derivative.expiration_date: The restricted stock units were granted on 02/13/2023 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. The restricted stock units become payable in Common Stock on the vesting date of 02/13/2026.

Read SEC document
February 10, 2023 Filed Feb 14, 2023 17:18 UTC SMITH A O CORP AOS · Entity 3642 Exercise / conversionRestricted Stock Units · Derivative 31,140 $0.00 $0.00
Disclosure

SEC source: 0000091142-23-000013 · wf-form4_167639508218575.xml · derivative · entry 3

Wheeler Kevin J. · CIK 0001566416 · Chairman, President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 43,230

Underlying: Common Stock · 31,140 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of Common Stock. This transaction represents the settlement of restricted stock units in shares of Common Stock on their scheduled vesting date.

F3 · derivative.exercise_date: The restricted stock units were granted on 02/10/2020 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. The restricted stock units become payable in Common Stock on the vesting date of 02/10/2023.

F3 · derivative.expiration_date: The restricted stock units were granted on 02/10/2020 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. The restricted stock units become payable in Common Stock on the vesting date of 02/10/2023.

Read SEC document
February 10, 2023 Filed Feb 14, 2023 17:18 UTC SMITH A O CORP AOS · Entity 3642 Tax withholdingCommon Stock 14,684 $65.80 $966,207.20
Disclosure

SEC source: 0000091142-23-000013 · wf-form4_167639508218575.xml · nonDerivative · entry 2

Wheeler Kevin J. · CIK 0001566416 · Chairman, President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 64,480

F2 · security: Shares withheld by A. O. Smith Corporation to satisfy tax withholding requirements on vesting of restricted stock units.

Read SEC document
February 10, 2023 Filed Feb 14, 2023 17:18 UTC SMITH A O CORP AOS · Entity 3642 Exercise / conversionCommon Stock 31,140 $0.00 $0.00
Disclosure

SEC source: 0000091142-23-000013 · wf-form4_167639508218575.xml · nonDerivative · entry 1

Wheeler Kevin J. · CIK 0001566416 · Chairman, President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 79,164

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each restricted stock unit represents the right to receive, at settlement, one share of Common Stock. This transaction represents the settlement of restricted stock units in shares of Common Stock on their scheduled vesting date.

Read SEC document
January 01, 2023 Filed Jan 4, 2023 16:37 UTC GRACO INC GGG · Entity 3440 GrantDeferred Stock Shares · Derivative 338.24 $67.26 $22,750.02
Disclosure

SEC source: 0001127602-23-000284 · form4.xml · derivative · entry 1

Wheeler Kevin J. · CIK 0001566416 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,010.3439

Underlying: Common Stock · 338.24 shares

Expires not disclosed

F1 · derivative.exercise_price: The deferred stock shares were accrued under the Graco Inc. 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board.

F2 · kind: Shares of Graco Inc. deferred stock received in lieu of quarterly retainer fees.

F1 · derivative.exercise_date: The deferred stock shares were accrued under the Graco Inc. 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board.

F1 · derivative.expiration_date: The deferred stock shares were accrued under the Graco Inc. 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board.

F3 · balance_after: The number of deferred stock shares includes deferred stock shares acquired under the Graco Inc. Automatic Dividend Reinvestment Plan (DRIP), exempt under Rule 16a-11.

Read SEC document
October 01, 2022 Filed Oct 3, 2022 20:42 UTC GRACO INC GGG · Entity 3440 GrantDeferred Stock Shares · Derivative 379.48 $59.95 $22,749.83
Disclosure

SEC source: 0001127602-22-023255 · form4.xml · derivative · entry 1

Wheeler Kevin J. · CIK 0001566416 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,660.9269

Underlying: Common Stock · 379.48 shares

Expires not disclosed

F1 · derivative.exercise_price: The deferred stock shares were accrued under the Graco Inc. 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board.

F2 · kind: Shares of Graco Inc. deferred stock received in lieu of quarterly retainer fees.

F1 · derivative.exercise_date: The deferred stock shares were accrued under the Graco Inc. 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board.

F1 · derivative.expiration_date: The deferred stock shares were accrued under the Graco Inc. 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board.

F3 · balance_after: The number of deferred stock shares includes deferred stock shares acquired under the Graco Inc. Automatic Dividend Reinvestment Plan (DRIP), exempt under Rule 16a-11.

Read SEC document
July 01, 2022 Filed Jul 1, 2022 14:37 UTC GRACO INC GGG · Entity 3440 GrantDeferred Stock Shares · Derivative 382.93 $59.41 $22,749.87
Disclosure

SEC source: 0001127602-22-018364 · form4.xml · derivative · entry 1

Wheeler Kevin J. · CIK 0001566416 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,271.2044

Underlying: Common Stock · 382.93 shares

Expires not disclosed

F1 · derivative.exercise_price: The deferred stock shares were accrued under the Graco Inc. 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board.

F2 · kind: Shares of Graco Inc. deferred stock received in lieu of quarterly retainer fees.

F1 · derivative.exercise_date: The deferred stock shares were accrued under the Graco Inc. 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board.

F1 · derivative.expiration_date: The deferred stock shares were accrued under the Graco Inc. 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board.

F3 · balance_after: The number of deferred stock shares includes deferred stock shares acquired under the Graco Inc. Automatic Dividend Reinvestment Plan (DRIP), exempt under Rule 16a-11.

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April 01, 2022 Filed Apr 4, 2022 17:06 UTC GRACO INC GGG · Entity 3440 GrantDeferred Stock Shares · Derivative 326.31 $69.72 $22,750.33
Disclosure

SEC source: 0001127602-22-011031 · form4.xml · derivative · entry 1

Wheeler Kevin J. · CIK 0001566416 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,878.8147

Underlying: Common Stock · 326.31 shares

Expires not disclosed

F1 · derivative.exercise_price: The deferred stock shares were accrued under the Graco Inc. 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board.

F2 · kind: Shares of Graco Inc. deferred stock received in lieu of quarterly retainer fees.

F1 · derivative.exercise_date: The deferred stock shares were accrued under the Graco Inc. 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board.

F1 · derivative.expiration_date: The deferred stock shares were accrued under the Graco Inc. 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board.

F3 · balance_after: The number of deferred stock shares includes deferred stock shares acquired under the Graco Inc. Automatic Dividend Reinvestment Plan (DRIP), exempt under Rule 16a-11.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.