Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SMITH A O CORPAOS · Entity 3642 | Senior Vice Pres. - H.R. & P.A | February 12, 2024 | March 05, 2024 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
SMITH A O CORP
Report date February 12, 2024 · Filed March 05, 2024 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 12,905 |
Reported balance
After 2024-02-12 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2024-02-12 · Grant · Acquired 4,750 · Balance 12,905 F1: Each restricted stock unit represents the right to receive, at settlement, one share of Common Stock. F2: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents the right to receive, at settlement, one share of Common Stock.
F2: 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.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
QXO Insulation, LLC
Report date July 01, 2026 · Filed July 01, 2026
Section 16 reporting ended · disclosed 2026-07-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2026-07-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-07-01 · Disposition to issuer · Disposed 14,725 · Balance 343 F1: Pursuant to the Agreement and Plan of Merger, dated as of April 18, 2026 (the "Merger Agreement), QXO, Inc. ("QXO") acquired TopBuild Corp. ("TopBuild") in a merger transaction (the "Merger") which became effective on July 1, 2026. At the effective time of the Merger (the "Effective Time"), each share (other than certain excluded shares, cancelled shares and dissenting shares) of TopBuild common stock was converted into the right to receive, at the holder's election, one of the following forms of merger consideration, after giving effect to proration as described in the Merger Agreement: (i) approximately $249.71 in cash and 10.211 shares of QXO common stock, subject to final calculations by the exchange agent (the "Cash Consideration"); or (ii) 20.200 shares of QXO common stock (the "Stock Consideration"). The reporting person elected the Cash Consideration. Row 2 · 2026-07-01 · Disposition to issuer · Disposed 343 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated as of April 18, 2026 (the "Merger Agreement), QXO, Inc. ("QXO") acquired TopBuild Corp. ("TopBuild") in a merger transaction (the "Merger") which became effective on July 1, 2026. At the effective time of the Merger (the "Effective Time"), each share (other than certain excluded shares, cancelled shares and dissenting shares) of TopBuild common stock was converted into the right to receive, at the holder's election, one of the following forms of merger consideration, after giving effect to proration as described in the Merger Agreement: (i) approximately $249.71 in cash and 10.211 shares of QXO common stock, subject to final calculations by the exchange agent (the "Cash Consideration"); or (ii) 20.200 shares of QXO common stock (the "Stock Consideration"). The reporting person elected the Cash Consideration. F2: Represents shares of TopBuild common stock underlying restricted stock awards. Restricted stock awards vested in accordance with the terms of the Merger Agreement immediately prior to the Effective Time. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated as of April 18, 2026 (the "Merger Agreement), QXO, Inc. ("QXO") acquired TopBuild Corp. ("TopBuild") in a merger transaction (the "Merger") which became effective on July 1, 2026. At the effective time of the Merger (the "Effective Time"), each share (other than certain excluded shares, cancelled shares and dissenting shares) of TopBuild common stock was converted into the right to receive, at the holder's election, one of the following forms of merger consideration, after giving effect to proration as described in the Merger Agreement: (i) approximately $249.71 in cash and 10.211 shares of QXO common stock, subject to final calculations by the exchange agent (the "Cash Consideration"); or (ii) 20.200 shares of QXO common stock (the "Stock Consideration"). The reporting person elected the Cash Consideration.
F2: Represents shares of TopBuild common stock underlying restricted stock awards. Restricted stock awards vested in accordance with the terms of the Merger Agreement immediately prior to the Effective Time.
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 12, 2018 Filed Feb 13, 2018 22:30 UTC | SMITH A O CORP AOS · Entity 3642 | GrantEmployee Stock Options (Right to Buy) · Derivative | 10,215 | $0.00 Strike: $61.76 | $0.00 |
DisclosureSEC source: 0000091142-18-000017 · edgar.xml · derivative · entry 5 Petrarca Mark A · CIK 0001310176 · Senior Vice Pres. - H.R. & P.A 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,630 Underlying: Common Stock · 10,215 shares Expires 2028-02-12 F3 · 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 22:30 UTC | SMITH A O CORP AOS · Entity 3642 | GrantRestriced Stock Units · Derivative | 2,460 | $0.00 Strike: $61.76 | $0.00 |
DisclosureSEC source: 0000091142-18-000017 · edgar.xml · derivative · entry 4 Petrarca Mark A · CIK 0001310176 · Senior Vice Pres. - H.R. & P.A 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,640 Underlying: Common Stock · 2,460 shares Expires not disclosed F2 · 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. F2 · 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 22:30 UTC | SMITH A O CORP AOS · Entity 3642 | Tax withholdingCommon Stock | 2,169 | $60.11 | $130,378.59 |
DisclosureSEC source: 0000091142-18-000017 · edgar.xml · nonDerivative · entry 2 Petrarca Mark A · CIK 0001310176 · Senior Vice Pres. - H.R. & P.A 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,950 Read SEC document |
| February 09, 2018 Filed Feb 13, 2018 22:30 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionCommon Stock | 4,470 | $60.11 | $268,691.70 |
DisclosureSEC source: 0000091142-18-000017 · edgar.xml · nonDerivative · entry 1 Petrarca Mark A · CIK 0001310176 · Senior Vice Pres. - H.R. & P.A 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,119 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: 4,470 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. 4,470 Restricted Stock Units vested on 02/09/2018. As a result of vesting, the Company is obligated to deliver 4,470 shares of Common Stock to the reporting person. Read SEC document |
| February 08, 2018 Filed Feb 13, 2018 22:30 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionRestricted Stock Units · Derivative | 4,470 | $0.00 Strike: $60.11 | $0.00 |
DisclosureSEC source: 0000091142-18-000017 · edgar.xml · derivative · entry 3 Petrarca Mark A · CIK 0001310176 · Senior Vice Pres. - H.R. & P.A 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,180 Underlying: Common Stock · 4,470 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: 4,470 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. 4,470 Restricted Stock Units vested on 02/09/2018. As a result of vesting, the Company is obligated to deliver 4,470 shares of Common Stock to the reporting person. F1 · derivative.expiration_date: 4,470 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. 4,470 Restricted Stock Units vested on 02/09/2018. As a result of vesting, the Company is obligated to deliver 4,470 shares of Common Stock to the reporting person. Read SEC document |
| December 01, 2017 Filed Dec 1, 2017 21:43 UTC | SMITH A O CORP AOS · Entity 3642 | SaleCommon Stock | 5,288 | $63.14 | $333,885.91 |
DisclosureSEC source: 0000091142-17-000077 · edgar.xml · nonDerivative · entry 3 Petrarca Mark A · CIK 0001310176 · Senior Vice Pres. - H.R. & P.A 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,649 Read SEC document |
| November 30, 2017 Filed Dec 1, 2017 21:43 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionEmployee Stock Options (Right to Buy) · Derivative | 16,600 | $0.00 Strike: $23.24 | $0.00 |
DisclosureSEC source: 0000091142-17-000077 · edgar.xml · derivative · entry 4 Petrarca Mark A · CIK 0001310176 · Senior Vice Pres. - H.R. & P.A 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,415 Underlying: Common Stock · 16,600 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. F1 · 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 |
| November 30, 2017 Filed Dec 1, 2017 21:43 UTC | SMITH A O CORP AOS · Entity 3642 | Tax withholdingCommon Stock | 11,312 | $63.15 | $714,352.80 |
DisclosureSEC source: 0000091142-17-000077 · edgar.xml · nonDerivative · entry 2 Petrarca Mark A · CIK 0001310176 · Senior Vice Pres. - H.R. & P.A 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,937 Read SEC document |
| November 30, 2017 Filed Dec 1, 2017 21:43 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionCommon Stock | 16,600 | $23.24 | $385,701.00 |
DisclosureSEC source: 0000091142-17-000077 · edgar.xml · nonDerivative · entry 1 Petrarca Mark A · CIK 0001310176 · Senior Vice Pres. - H.R. & P.A 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,249 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 |
| August 01, 2017 Filed Feb 14, 2018 22:30 UTC | QXO Insulation, LLC BLD · Entity 33962 | GiftCommon Stock | 2,520 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-18-009805 · a5.xml · nonDerivative · entry 2 Petrarca Mark A · CIK 0001310176 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,260 F1 · balance_after: Reflects number of shares held at December 31, 2017 Read SEC document |
| July 01, 2017 Filed Jul 5, 2017 20:32 UTC | QXO Insulation, LLC BLD · Entity 33962 | GrantCommon Stock | 2,260 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-043592 · a4.xml · nonDerivative · entry 1 Petrarca Mark A · CIK 0001310176 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,550 Read SEC document |
| May 01, 2017 Filed May 2, 2017 15:12 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionEmployee Stock Options (Right to Buy) · Derivative | 20,800 | $0.00 Strike: $17.46 | $0.00 |
DisclosureSEC source: 0000091142-17-000054 · edgar.xml · derivative · entry 3 Petrarca Mark A · CIK 0001310176 · Senior Vice Pres. - H.R. & P.A 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,015 Underlying: Common Stock · 20,800 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. F1 · 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 became exercisable in three annual installments of 1/3 of the award starting on 02/11/2014. Read SEC document |
| May 01, 2017 Filed May 2, 2017 15:12 UTC | SMITH A O CORP AOS · Entity 3642 | SaleCommon Stock | 20,800 | $53.88 | $1,120,774.72 |
DisclosureSEC source: 0000091142-17-000054 · edgar.xml · nonDerivative · entry 2 Petrarca Mark A · CIK 0001310176 · Senior Vice Pres. - H.R. & P.A 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,649 Read SEC document |
| May 01, 2017 Filed May 2, 2017 15:12 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionCommon Stock | 20,800 | $17.46 | $363,209.60 |
DisclosureSEC source: 0000091142-17-000054 · edgar.xml · nonDerivative · entry 1 Petrarca Mark A · CIK 0001310176 · Senior Vice Pres. - H.R. & P.A 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,449 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 |
| February 13, 2017 Filed Feb 15, 2017 21:42 UTC | SMITH A O CORP AOS · Entity 3642 | GrantRestricted Stock Units · Derivative | 2,860 | $0.00 Strike: $50.16 | $0.00 |
DisclosureSEC source: 0000091142-17-000027 · edgar.xml · derivative · entry 2 Petrarca Mark A · CIK 0001310176 · Senior Vice Pres. - H.R. & P.A 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,650 Underlying: Common Stock · 2,860 shares Expires not disclosed F2 · derivative.exercise_date: The 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. The restricted stock units become payable in Common Stock on the vesting date of 02/13/2020. F2 · derivative.expiration_date: The 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. The restricted stock units become payable in Common Stock on the vesting date of 02/13/2020. Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 21:42 UTC | SMITH A O CORP AOS · Entity 3642 | GrantEmployee Stock Options (Right to Buy) · Derivative | 11,005 | $0.00 Strike: $50.16 | $0.00 |
DisclosureSEC source: 0000091142-17-000027 · edgar.xml · derivative · entry 1 Petrarca Mark A · CIK 0001310176 · Senior Vice Pres. - H.R. & P.A 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,815 Underlying: Common Stock · 11,005 shares Expires 2027-02-13 F1 · derivative.exercise_date: The employee stock options were granted on 02/13/2017 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 02/13/2018. Read SEC document |
| February 10, 2017 Filed Feb 13, 2017 22:01 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionRestricted Stock Units · Derivative | 5,900 | $0.00 Strike: $49.86 | $0.00 |
DisclosureSEC source: 0000091142-17-000017 · edgar.xml · derivative · entry 3 Petrarca Mark A · CIK 0001310176 · Senior Vice Pres. - H.R. & P.A 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,790 Underlying: Common Stock · 5,900 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: 5,900 Restricted Stock Units were granted on 02/10/2014, under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. 5,900 Restricted Stock Units vested on 02/10/2017. As a result of vesting, the Company is obligated to deliver 5,900 shares of Common Stock to the reporting person. F1 · derivative.expiration_date: 5,900 Restricted Stock Units were granted on 02/10/2014, under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. 5,900 Restricted Stock Units vested on 02/10/2017. As a result of vesting, the Company is obligated to deliver 5,900 shares of Common Stock to the reporting person. Read SEC document |
| February 10, 2017 Filed Feb 13, 2017 22:01 UTC | SMITH A O CORP AOS · Entity 3642 | Tax withholdingCommon Stock | 2,149 | $49.86 | $107,149.14 |
DisclosureSEC source: 0000091142-17-000017 · edgar.xml · nonDerivative · entry 2 Petrarca Mark A · CIK 0001310176 · Senior Vice Pres. - H.R. & P.A 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,649 Read SEC document |
| February 10, 2017 Filed Feb 13, 2017 22:01 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionCommon Stock | 5,900 | $49.86 | $294,174.00 |
DisclosureSEC source: 0000091142-17-000017 · edgar.xml · nonDerivative · entry 1 Petrarca Mark A · CIK 0001310176 · Senior Vice Pres. - H.R. & P.A 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,798 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: 5,900 Restricted Stock Units were granted on 02/10/2014, under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. 5,900 Restricted Stock Units vested on 02/10/2017. As a result of vesting, the Company is obligated to deliver 5,900 shares of Common Stock to the reporting person. Read SEC document |
| December 06, 2016 Filed Dec 7, 2016 20:12 UTC | SMITH A O CORP AOS · Entity 3642 | SaleCommon Stock | 10,000 | $49.73 | $497,339.00 |
DisclosureSEC source: 0000091142-16-000121 · edgar.xml · nonDerivative · entry 1 Petrarca Mark A · CIK 0001310176 · Senior Vice Pres. - H.R. & P.A 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,898 F1 · balance_after: On October 5, 2016, the common stock of A. O. Smith Corporation split 2-for 1, resulting in the reporting person's ownership of 44,449 additional shares of Common Stock. Read SEC document |
| July 28, 2016 Filed Feb 14, 2018 22:30 UTC | QXO Insulation, LLC BLD · Entity 33962 | GiftCommon Stock | 2,770 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-18-009805 · a5.xml · nonDerivative · entry 1 Petrarca Mark A · CIK 0001310176 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,260 F1 · balance_after: Reflects number of shares held at December 31, 2017 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.