Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GRACO INCGGG · Entity 3440 | Director | October 01, 2026 | October 05, 2026 |
| ITT INC.ITT · Entity 8806 | Director | August 01, 2026 | August 04, 2026 |
| SMITH A O CORPAOS · Entity 3642 | Director · Executive Chairman | February 13, 2026 | February 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock SharesSEC Table II · derivative / convertible security | Direct | 8,703.7143 |
Reported balance
After 2026-10-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 756 |
Reported balance
After 2026-08-01 transaction · row 1
1 source rowRow 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 128,348 |
Ending reported balance
After 2026-02-13 transaction · row 3
3 source rows · reconciled sequenceRow 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 $0.00 | Direct | 0 |
Reported balance
After 2026-02-13 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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
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 |
|---|---|---|---|---|---|---|
| February 18, 2022 Filed Feb 18, 2022 22:52 UTC | GRACO INC GGG · Entity 3440 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 6,820 | $0.00 Strike: $71.73 | $0.00 |
DisclosureSEC source: 0001127602-22-005809 · form4.xml · derivative · entry 1 Wheeler Kevin J. · CIK 0001566416 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,820 Underlying: Common Stock · 6,820 shares Expires 2032-02-18 F1 · derivative.exercise_date: Employee stock option granted pursuant to the Graco Inc. 2019 Stock Incentive Plan in 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 11, 2022 Filed Feb 15, 2022 20:12 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionRestricted Stock Units · Derivative | 17,360 | $0.00 Strike: $71.72 | $0.00 |
DisclosureSEC source: 0000091142-22-000042 · wf-form4_164495591979617.xml · derivative · entry 3 Wheeler Kevin J. · CIK 0001566416 · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,370 Underlying: Common Stock · 17,360 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_date: The restricted stock units were granted on 02/11/2019 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 02/11/2022. F1 · derivative.expiration_date: The restricted stock units were granted on 02/11/2019 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 02/11/2022. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 20:12 UTC | SMITH A O CORP AOS · Entity 3642 | Tax withholdingCommon Stock | 8,160 | $71.72 | $585,194.40 |
DisclosureSEC source: 0000091142-22-000042 · wf-form4_164495591979617.xml · nonDerivative · entry 2 Wheeler Kevin J. · CIK 0001566416 · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,024 Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 20:12 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionCommon Stock | 17,360 | $71.72 | $1,244,972.40 |
DisclosureSEC source: 0000091142-22-000042 · wf-form4_164495591979617.xml · nonDerivative · entry 1 Wheeler Kevin J. · CIK 0001566416 · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,184 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: The restricted stock units were granted on 02/11/2019 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 02/11/2022. Read SEC document |
| February 07, 2022 Filed Feb 9, 2022 19:50 UTC | SMITH A O CORP AOS · Entity 3642 | GrantRestricted Stock Units · Derivative | 20,440 | $0.00 Strike: $74.27 | $0.00 |
DisclosureSEC source: 0000091142-22-000016 · wf-form4_164443623822601.xml · derivative · entry 2 Wheeler Kevin J. · CIK 0001566416 · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,730 Underlying: Common Stock · 20,440 shares Expires not disclosed F2 · 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. F2 · 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, 2022 Filed Feb 9, 2022 19:50 UTC | SMITH A O CORP AOS · Entity 3642 | GrantEmployee Stock Options (Right to Buy) · Derivative | 86,260 | $0.00 Strike: $74.27 | $0.00 |
DisclosureSEC source: 0000091142-22-000016 · wf-form4_164443623822601.xml · derivative · entry 1 Wheeler Kevin J. · CIK 0001566416 · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 543,590 Underlying: Common Stock · 86,260 shares Expires 2032-02-07 F1 · derivative.exercise_date: The employee stock options were granted on 02/07/2022, 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 02/07/2023. Read SEC document |
| January 01, 2022 Filed Jan 4, 2022 16:55 UTC | GRACO INC GGG · Entity 3440 | GrantDeferred Stock Shares · Derivative | 282.19 | $80.62 | $22,750.16 |
DisclosureSEC source: 0001127602-22-000274 · form4.xml · derivative · entry 1 Wheeler Kevin J. · CIK 0001566416 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,545.2869 Underlying: Common Stock · 282.19 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, 2021 Filed Oct 1, 2021 19:05 UTC | GRACO INC GGG · Entity 3440 | GrantDeferred Stock Shares · Derivative | 325.14 | $69.97 | $22,750.05 |
DisclosureSEC source: 0001127602-21-026197 · form4.xml · derivative · entry 1 Wheeler Kevin J. · CIK 0001566416 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,257.578 Underlying: Common Stock · 325.14 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 |
| September 01, 2021 Filed Sep 2, 2021 20:11 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionRestricted Stock Units · Derivative | 3,915 | $72.06 Strike: $72.06 | $282,114.90 |
DisclosureSEC source: 0000091142-21-000133 · wf-form4_163061345969943.xml · derivative · entry 3 Wheeler Kevin J. · CIK 0001566416 · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,290 Underlying: Common Stock · 3,915 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_date: 3,915 Restricted Stock Units were granted on 09/01/2018 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. 3,915 Restricted Stock Units vested on 09/01/2021. As a result of the vesting, the Company is obligated to deliver 3,915 share of Common Stock to the reporting person. F1 · derivative.expiration_date: 3,915 Restricted Stock Units were granted on 09/01/2018 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. 3,915 Restricted Stock Units vested on 09/01/2021. As a result of the vesting, the Company is obligated to deliver 3,915 share of Common Stock to the reporting person. Read SEC document |
| September 01, 2021 Filed Sep 2, 2021 20:11 UTC | SMITH A O CORP AOS · Entity 3642 | Tax withholdingCommon Stock | 1,841 | $72.06 | $132,662.46 |
DisclosureSEC source: 0000091142-21-000133 · wf-form4_163061345969943.xml · nonDerivative · entry 2 Wheeler Kevin J. · CIK 0001566416 · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,824 Read SEC document |
| September 01, 2021 Filed Sep 2, 2021 20:11 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionCommon Stock | 3,915 | $72.06 | $282,114.90 |
DisclosureSEC source: 0000091142-21-000133 · wf-form4_163061345969943.xml · nonDerivative · entry 1 Wheeler Kevin J. · CIK 0001566416 · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,665 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: 3,915 Restricted Stock Units were granted on 09/01/2018 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. 3,915 Restricted Stock Units vested on 09/01/2021. As a result of the vesting, the Company is obligated to deliver 3,915 share of Common Stock to the reporting person. Read SEC document |
| July 01, 2021 Filed Jul 1, 2021 17:41 UTC | GRACO INC GGG · Entity 3440 | GrantDeferred Stock Shares · Derivative | 300.53 | $75.70 | $22,750.12 |
DisclosureSEC source: 0001127602-21-020975 · form4.xml · derivative · entry 1 Wheeler Kevin J. · CIK 0001566416 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,927.9003 Underlying: Common Stock · 300.53 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, 2021 Filed Apr 1, 2021 17:13 UTC | GRACO INC GGG · Entity 3440 | GrantDeferred Stock Shares · Derivative | 317.65 | $71.62 | $22,750.09 |
DisclosureSEC source: 0001127602-21-012531 · form4.xml · derivative · entry 1 Wheeler Kevin J. · CIK 0001566416 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,623.4572 Underlying: Common Stock · 317.65 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 12, 2021 Filed Feb 12, 2021 22:07 UTC | GRACO INC GGG · Entity 3440 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 7,360 | $0.00 Strike: $71.92 | $0.00 |
DisclosureSEC source: 0001127602-21-005482 · form4.xml · derivative · entry 1 Wheeler Kevin J. · CIK 0001566416 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,360 Underlying: Common Stock · 7,360 shares Expires 2031-02-12 F1 · derivative.exercise_date: Employee stock option granted pursuant to the Graco Inc. 2019 Stock Incentive Plan in 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, 2021 Filed Feb 17, 2021 20:01 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionRestricted Stock Units · Derivative | 5,880 | $0.00 Strike: $60.65 | $0.00 |
DisclosureSEC source: 0000091142-21-000038 · edgar.xml · derivative · entry 3 Wheeler Kevin J. · CIK 0001566416 · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,205 Underlying: Common Stock · 5,880 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_date: 5,880 Restricted Stock Units were granted on 02/12/2018, under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. 5,880 Restricted Stock Units vested on 02/12/2021. As a result of vesting, the Company is obligated to deliver 5,880 shares of Common Stock to the reporting person. F1 · derivative.expiration_date: 5,880 Restricted Stock Units were granted on 02/12/2018, under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. 5,880 Restricted Stock Units vested on 02/12/2021. As a result of vesting, the Company is obligated to deliver 5,880 shares of Common Stock to the reporting person. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 20:01 UTC | SMITH A O CORP AOS · Entity 3642 | Tax withholdingCommon Stock | 2,764 | $60.65 | $167,636.60 |
DisclosureSEC source: 0000091142-21-000038 · edgar.xml · nonDerivative · entry 2 Wheeler Kevin J. · CIK 0001566416 · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,750 Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 20:01 UTC | SMITH A O CORP AOS · Entity 3642 | GrantCommon Stock | 5,880 | $60.65 | $356,622.00 |
DisclosureSEC source: 0000091142-21-000038 · edgar.xml · nonDerivative · entry 1 Wheeler Kevin J. · CIK 0001566416 · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,514 F1 · shares: 5,880 Restricted Stock Units were granted on 02/12/2018, under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. 5,880 Restricted Stock Units vested on 02/12/2021. As a result of vesting, the Company is obligated to deliver 5,880 shares of Common Stock to the reporting person. Read SEC document |
| February 08, 2021 Filed Feb 10, 2021 22:15 UTC | SMITH A O CORP AOS · Entity 3642 | GrantRestricted Stock Units · Derivative | 22,790 | $0.00 Strike: $60.82 | $0.00 |
DisclosureSEC source: 0000091142-21-000020 · edgar.xml · derivative · entry 2 Wheeler Kevin J. · CIK 0001566416 · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,085 Underlying: Common Stock · 22,790 shares Expires not disclosed F2 · 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. F2 · 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. Read SEC document |
| February 08, 2021 Filed Feb 10, 2021 22:15 UTC | SMITH A O CORP AOS · Entity 3642 | GrantEmployee Stock Options (Right to Buy) · Derivative | 98,920 | $0.00 Strike: $60.82 | $0.00 |
DisclosureSEC source: 0000091142-21-000020 · edgar.xml · derivative · entry 1 Wheeler Kevin J. · CIK 0001566416 · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 457,330 Underlying: Common Stock · 98,920 shares Expires 2031-02-08 F1 · derivative.exercise_date: The employee stock options were granted on 02/08/2021 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. The options become exercisable in three annual installments of 1/3 of the award starting on 02/08/2022. Read SEC document |
| January 01, 2021 Filed Jan 4, 2021 18:39 UTC | GRACO INC GGG · Entity 3440 | GrantPhantom Stock Units · Derivative | 314.44 | $72.35 | $22,749.73 |
DisclosureSEC source: 0001127602-21-000094 · form4.xml · derivative · entry 1 Wheeler Kevin J. · CIK 0001566416 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,301.44 Underlying: Common Stock · 314.44 shares Expires not disclosed F1 · derivative.exercise_price: The Phantom Stock Units 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. phantom stock received in lieu of quarterly retainer fees. F1 · derivative.exercise_date: The Phantom Stock Units 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 Phantom Stock Units 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 Phantom Stock Units includes Phantom Stock Units acquired under the Graco Inc. Automatic Dividend Reinvestment Plan (DRIP), exempt under Rule 16a-11. Read SEC document |
| October 01, 2020 Filed Oct 1, 2020 21:16 UTC | GRACO INC GGG · Entity 3440 | GrantPhantom Stock Units · Derivative | 370.82 | $61.35 | $22,749.81 |
DisclosureSEC source: 0001127602-20-026048 · form4.xml · derivative · entry 1 Wheeler Kevin J. · CIK 0001566416 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 985.197 Underlying: Common Stock · 370.82 shares Expires not disclosed F1 · derivative.exercise_price: The Phantom Stock Units 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. phantom stock received in lieu of quarterly retainer fees. F1 · derivative.exercise_date: The Phantom Stock Units 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 Phantom Stock Units 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 Phantom Stock Units includes Phantom Stock Units acquired under the Graco Inc. Automatic Dividend Reinvestment Plan (DRIP), exempt under Rule 16a-11. Read SEC document |
| July 01, 2020 Filed Jul 1, 2020 19:09 UTC | GRACO INC GGG · Entity 3440 | GrantPhantom Stock Units · Derivative | 465.37 | $47.99 | $22,333.11 |
DisclosureSEC source: 0001127602-20-020627 · form4.xml · derivative · entry 1 Wheeler Kevin J. · CIK 0001566416 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 612.877 Underlying: Common Stock · 465.37 shares Expires not disclosed F1 · derivative.exercise_price: The Phantom Stock Units 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. phantom stock received in lieu of quarterly retainer fees. F1 · derivative.exercise_date: The Phantom Stock Units 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 Phantom Stock Units 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 Phantom Stock Units includes Phantom Stock Units acquired under the Graco Inc. Automatic Dividend Reinvestment Plan (DRIP), exempt under Rule 16a-11. Read SEC document |
| April 24, 2020 Filed Apr 24, 2020 16:49 UTC | GRACO INC GGG · Entity 3440 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 13,770 | $0.00 Strike: $44.52 | $0.00 |
DisclosureSEC source: 0001127602-20-014383 · form4.xml · derivative · entry 1 Wheeler Kevin J. · CIK 0001566416 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,770 Underlying: Common Stock · 13,770 shares Expires 2030-04-24 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 |
| April 01, 2020 Filed Apr 1, 2020 18:39 UTC | GRACO INC GGG · Entity 3440 | GrantPhantom Stock Units · Derivative | 147.07 | $48.73 | $7,166.72 |
DisclosureSEC source: 0001127602-20-012386 · form4.xml · derivative · entry 1 Wheeler Kevin J. · CIK 0001566416 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147.07 Underlying: Common Stock · 147.07 shares Expires not disclosed F1 · derivative.exercise_price: The Phantom Stock Units 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. phantom stock received in lieu of quarterly retainer fees. F1 · derivative.exercise_date: The Phantom Stock Units 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 Phantom Stock Units 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. Read SEC document |
| February 28, 2020 Filed Feb 28, 2020 18:21 UTC | GRACO INC GGG · Entity 3440 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 11,750 | $0.00 Strike: $50.91 | $0.00 |
DisclosureSEC source: 0001127602-20-008294 · form4.xml · derivative · entry 1 Wheeler Kevin J. · CIK 0001566416 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,750 Underlying: Common Stock · 11,750 shares Expires 2030-02-28 F1 · derivative.exercise_date: Employee stock option granted pursuant to the Graco Inc. 2019 Stock Incentive Plan in 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, 2020 Filed Feb 18, 2020 14:55 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionRestricted Stock Units · Derivative | 3,815 | $0.00 Strike: $43.96 | $0.00 |
DisclosureSEC source: 0000091142-20-000030 · edgar.xml · derivative · entry 3 Wheeler Kevin J. · CIK 0001566416 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,295 Underlying: Common Stock · 3,815 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_date: 3,815 Restricted Stock Units were granted on 02/13/2017, under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. 3,815 Restricted Stock Units vested on 02/13/2020. As a result of vesting, the Company is obligated to deliver 3,815 shares of Common Stock to the reporting person. F1 · derivative.expiration_date: 3,815 Restricted Stock Units were granted on 02/13/2017, under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. 3,815 Restricted Stock Units vested on 02/13/2020. As a result of vesting, the Company is obligated to deliver 3,815 shares of Common Stock to the reporting person. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 14:55 UTC | SMITH A O CORP AOS · Entity 3642 | Tax withholdingCommon Stock | 1,794 | $43.96 | $78,864.24 |
DisclosureSEC source: 0000091142-20-000030 · edgar.xml · nonDerivative · entry 2 Wheeler Kevin J. · CIK 0001566416 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,634 Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 14:55 UTC | SMITH A O CORP AOS · Entity 3642 | GrantCommon Stock | 3,815 | $43.96 | $167,707.40 |
DisclosureSEC source: 0000091142-20-000030 · edgar.xml · nonDerivative · entry 1 Wheeler Kevin J. · CIK 0001566416 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,428 F1 · shares: 3,815 Restricted Stock Units were granted on 02/13/2017, under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. 3,815 Restricted Stock Units vested on 02/13/2020. As a result of vesting, the Company is obligated to deliver 3,815 shares of Common Stock to the reporting person. Read SEC document |
| February 10, 2020 Filed Feb 12, 2020 20:15 UTC | SMITH A O CORP AOS · Entity 3642 | GrantRestricted Stock Units · Derivative | 31,140 | $0.00 Strike: $42.39 | $0.00 |
DisclosureSEC source: 0000091142-20-000017 · edgar.xml · derivative · entry 2 Wheeler Kevin J. · CIK 0001566416 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,110 Underlying: Common Stock · 31,140 shares Expires not disclosed F2 · 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. F2 · 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, 2020 Filed Feb 12, 2020 20:15 UTC | SMITH A O CORP AOS · Entity 3642 | GrantEmployee Stock Options (Right to Buy) · Derivative | 161,985 | $0.00 Strike: $42.39 | $0.00 |
DisclosureSEC source: 0000091142-20-000017 · edgar.xml · derivative · entry 1 Wheeler Kevin J. · CIK 0001566416 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 358,410 Underlying: Common Stock · 161,985 shares Expires 2030-02-10 F1 · derivative.exercise_date: The employee stock options were granted on 02/10/2020 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. The options become exercisable in three annual installments of 1/3 of the award starting on 02/10/2021. Read SEC document |
| February 11, 2019 Filed Feb 12, 2019 20:35 UTC | SMITH A O CORP AOS · Entity 3642 | GrantEmployee Stock Options (Right to Buy) · Derivative | 79,240 | $0.00 Strike: $49.42 | $0.00 |
DisclosureSEC source: 0000091142-19-000019 · edgar.xml · derivative · entry 5 Wheeler Kevin J. · CIK 0001566416 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,425 Underlying: Common Stock · 79,240 shares Expires 2029-02-11 F4 · derivative.exercise_date: The employee stock options were granted on 02/11/2019 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. The options become exercisable in three annual installments of 1/3 of the award starting on 02/11/2020. Read SEC document |
| February 11, 2019 Filed Feb 12, 2019 20:35 UTC | SMITH A O CORP AOS · Entity 3642 | GrantRestricted Stock Units · Derivative | 17,360 | $0.00 Strike: $49.42 | $0.00 |
DisclosureSEC source: 0000091142-19-000019 · edgar.xml · derivative · entry 4 Wheeler Kevin J. · CIK 0001566416 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,970 Underlying: Common Stock · 17,360 shares Expires not disclosed F3 · derivative.exercise_date: The restricted stock units were granted on 02/11/2019 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 02/11/2022. F3 · derivative.expiration_date: The restricted stock units were granted on 02/11/2019 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 02/11/2022. Read SEC document |
| February 08, 2019 Filed Feb 12, 2019 20:35 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionRestricted Stock Units · Derivative | 5,520 | $0.00 Strike: $48.72 | $0.00 |
DisclosureSEC source: 0000091142-19-000019 · edgar.xml · derivative · entry 3 Wheeler Kevin J. · CIK 0001566416 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,610 Underlying: Common Stock · 5,520 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_date: 5,520 Restricted Stock Units were granted on 02/08/2016, under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. 5,520 Restricted Stock Units vested on 02/08/2019. As a result of vesting, the Company is obligated to deliver 5,520 shares of Common Stock to the reporting person. F1 · derivative.expiration_date: 5,520 Restricted Stock Units were granted on 02/08/2016, under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. 5,520 Restricted Stock Units vested on 02/08/2019. As a result of vesting, the Company is obligated to deliver 5,520 shares of Common Stock to the reporting person. Read SEC document |
| February 08, 2019 Filed Feb 12, 2019 20:35 UTC | SMITH A O CORP AOS · Entity 3642 | Tax withholdingCommon Stock | 2,612 | $48.72 | $127,256.64 |
DisclosureSEC source: 0000091142-19-000019 · edgar.xml · nonDerivative · entry 2 Wheeler Kevin J. · CIK 0001566416 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,613 Read SEC document |
| February 08, 2019 Filed Feb 12, 2019 20:35 UTC | SMITH A O CORP AOS · Entity 3642 | GrantCommon Stock | 5,520 | $48.72 | $268,934.40 |
DisclosureSEC source: 0000091142-19-000019 · edgar.xml · nonDerivative · entry 1 Wheeler Kevin J. · CIK 0001566416 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,225 F1 · shares: 5,520 Restricted Stock Units were granted on 02/08/2016, under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. 5,520 Restricted Stock Units vested on 02/08/2019. As a result of vesting, the Company is obligated to deliver 5,520 shares of Common Stock to the reporting person. F2 · balance_after: Mr. Wheeler is a participant in the A. O. Smith Dividend Reinvestment Plan ('Plan") and receives a quarterly dividend pursuant to the Plan. The total amount of dividends received was 139 shares of Common Stock. Read SEC document |
| September 01, 2018 Filed Sep 5, 2018 19:56 UTC | SMITH A O CORP AOS · Entity 3642 | GrantRestricted Stock Units · Derivative | 3,915 | $0.00 Strike: $57.47 | $0.00 |
DisclosureSEC source: 0000091142-18-000061 · edgar.xml · derivative · entry 2 Wheeler Kevin J. · CIK 0001566416 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,130 Underlying: Common Stock · 3,915 shares Expires not disclosed F1 · derivative.exercise_price: The Price of the Derivative Security is the Fair Market Value on September 4, 2018, which was the first day of trading after September 1, 2018. F3 · derivative.exercise_date: The restricted stock units were granted on 09/01/2018 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 09/01/2021. F3 · derivative.expiration_date: The restricted stock units were granted on 09/01/2018 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 09/01/2021. Read SEC document |
| September 01, 2018 Filed Sep 5, 2018 19:56 UTC | SMITH A O CORP AOS · Entity 3642 | GrantEmployee Stock Options (Right to Buy) · Derivative | 16,755 | $0.00 Strike: $57.47 | $0.00 |
DisclosureSEC source: 0000091142-18-000061 · edgar.xml · derivative · entry 1 Wheeler Kevin J. · CIK 0001566416 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,185 Underlying: Common Stock · 16,755 shares Expires 2029-09-01 F1 · derivative.exercise_price: The Price of the Derivative Security is the Fair Market Value on September 4, 2018, which was the first day of trading after September 1, 2018. F2 · derivative.exercise_date: The employee stock options were granted on 09/01/2018 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. The options become exercisable in three annual installments of 1/3 of the award starting on 09/01/2019. Read SEC document |
| February 12, 2018 Filed Feb 13, 2018 22:37 UTC | SMITH A O CORP AOS · Entity 3642 | GrantEmployee Stock Options (Right to Buy) · Derivative | 24,435 | $0.00 Strike: $61.76 | $0.00 |
DisclosureSEC source: 0000091142-18-000022 · edgar.xml · derivative · entry 5 Wheeler Kevin J. · CIK 0001566416 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,430 Underlying: Common Stock · 24,435 shares Expires 2028-02-12 F4 · derivative.exercise_date: The employee stock options were granted on 02/12/2018 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. The options become exercisable in three annual installments of 1/3 of the award starting on 02/12/2019. Read SEC document |
| February 12, 2018 Filed Feb 13, 2018 22:37 UTC | SMITH A O CORP AOS · Entity 3642 | GrantRestricted Stock Units · Derivative | 5,880 | $0.00 Strike: $61.76 | $0.00 |
DisclosureSEC source: 0000091142-18-000022 · edgar.xml · derivative · entry 4 Wheeler Kevin J. · CIK 0001566416 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,215 Underlying: Common Stock · 5,880 shares Expires not disclosed F3 · derivative.exercise_date: The restricted stock units were granted on 02/12/2018 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 02/12/2021. F3 · derivative.expiration_date: The restricted stock units were granted on 02/12/2018 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 02/12/2021. Read SEC document |
| February 09, 2018 Filed Feb 13, 2018 22:37 UTC | SMITH A O CORP AOS · Entity 3642 | Tax withholdingCommon Stock | 2,165 | $60.11 | $130,138.15 |
DisclosureSEC source: 0000091142-18-000022 · edgar.xml · nonDerivative · entry 2 Wheeler Kevin J. · CIK 0001566416 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,566 Read SEC document |
| February 09, 2018 Filed Feb 13, 2018 22:37 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionCommon Stock | 5,360 | $60.11 | $322,189.60 |
DisclosureSEC source: 0000091142-18-000022 · edgar.xml · nonDerivative · entry 1 Wheeler Kevin J. · CIK 0001566416 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,731 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 · shares: 5,360 Restricted Stock Units were granted on 02/09/2015, under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. 5,360 Restricted Stock Units vested on 02/09/2018. As a result of vesting, the Company is obligated to deliver 5,360 shares of Common Stock to the reporting person. F1 · balance_after: Amended Form 3 filed February 7, 2018. Read SEC document |
| February 08, 2018 Filed Feb 13, 2018 22:37 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionRestricted Stock Units · Derivative | 5,360 | $0.00 Strike: $60.11 | $0.00 |
DisclosureSEC source: 0000091142-18-000022 · edgar.xml · derivative · entry 3 Wheeler Kevin J. · CIK 0001566416 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,335 Underlying: Common Stock · 5,360 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. F2 · derivative.exercise_date: 5,360 Restricted Stock Units were granted on 02/09/2015, under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. 5,360 Restricted Stock Units vested on 02/09/2018. As a result of vesting, the Company is obligated to deliver 5,360 shares of Common Stock to the reporting person. F2 · derivative.expiration_date: 5,360 Restricted Stock Units were granted on 02/09/2015, under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. 5,360 Restricted Stock Units vested on 02/09/2018. As a result of vesting, the Company is obligated to deliver 5,360 shares of Common Stock to the reporting person. Read SEC document |
| December 06, 2017 Filed Dec 6, 2017 22:49 UTC | SMITH A O CORP AOS · Entity 3642 | SaleCommon Stock | 13,293 | $61.49 | $817,405.18 |
DisclosureSEC source: 0000091142-17-000079 · edgar.xml · nonDerivative · entry 4 Wheeler Kevin J. · CIK 0001566416 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,748 Read SEC document |
| December 05, 2017 Filed Dec 6, 2017 22:49 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionEmployee Stock Options (Right to Buy) · Derivative | 16,000 | $0.00 Strike: $17.46 | $0.00 |
DisclosureSEC source: 0000091142-17-000079 · edgar.xml · derivative · entry 6 Wheeler Kevin J. · CIK 0001566416 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,995 Underlying: Common · 16,000 shares Expires 2023-02-11 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 02/11/2013 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. The options bec1me exercisable in three annual installments of 1/3 of the award starting on 02/11/2014. Read SEC document |
| December 05, 2017 Filed Dec 6, 2017 22:49 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionEmployee Stock Options (Right to Buy) · Derivative | 14,000 | $0.00 Strike: $11.49 | $0.00 |
DisclosureSEC source: 0000091142-17-000079 · edgar.xml · derivative · entry 5 Wheeler Kevin J. · CIK 0001566416 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,995 Underlying: Common · 14,000 shares Expires 2022-02-13 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 02/13/2012 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. The options bec1me exercisable in three annual installments of 1/3 of the award starting on 02/13/2013. Read SEC document |
| December 05, 2017 Filed Dec 6, 2017 22:49 UTC | SMITH A O CORP AOS · Entity 3642 | Tax withholdingCommon Stock | 16,707 | $62.01 | $1,036,001.07 |
DisclosureSEC source: 0000091142-17-000079 · edgar.xml · nonDerivative · entry 3 Wheeler Kevin J. · CIK 0001566416 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,041 Read SEC document |
| December 05, 2017 Filed Dec 6, 2017 22:49 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionCommon Stock | 16,000 | $17.46 | $279,392.00 |
DisclosureSEC source: 0000091142-17-000079 · edgar.xml · nonDerivative · entry 2 Wheeler Kevin J. · CIK 0001566416 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,748 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 |
| December 05, 2017 Filed Dec 6, 2017 22:49 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionCommon Stock | 14,000 | $11.49 | $160,902.00 |
DisclosureSEC source: 0000091142-17-000079 · edgar.xml · nonDerivative · entry 1 Wheeler Kevin J. · CIK 0001566416 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,748 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 |
| May 04, 2017 Filed May 5, 2017 16:59 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionEmployee Stock Options (Right to Buy) · Derivative | 8,000 | $0.00 Strike: $10.78 | $0.00 |
DisclosureSEC source: 0000091142-17-000057 · edgar.xml · derivative · entry 5 Wheeler Kevin J. · CIK 0001566416 · Senor VP & President and GM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,995 Underlying: Common Stcok · 8,000 shares Expires 2021-02-07 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 02/07/2011 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 02/07/2012. Read SEC document |
| May 04, 2017 Filed May 5, 2017 16:59 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionEmployee Stock Options (Right to Buy) · Derivative | 5,600 | $0.00 Strike: $6.98 | $0.00 |
DisclosureSEC source: 0000091142-17-000057 · edgar.xml · derivative · entry 4 Wheeler Kevin J. · CIK 0001566416 · Senor VP & President and GM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,995 Underlying: Common Stock · 5,600 shares Expires 2020-02-08 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. F1 · derivative.exercise_date: The employee stock options were granted on 02/08/2010 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 02/08/2011. 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.