Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DONALDSON Co INCDCI · Entity 8785 | Director | January 02, 2026 | January 06, 2026 |
| SMITH A O CORPAOS · Entity 3642 | Director | April 09, 2024 | April 10, 2024 |
| TIMKEN COTKR · Entity 1862 | Director | June 05, 2026 | June 09, 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.
DONALDSON Co INC
Report date January 02, 2026 · Filed January 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 44,997 |
Reported balance
After 2026-01-02 transaction · row 1
1 source rowRow 1 · 2026-01-02 · Grant · Acquired 900 · Balance 44,997 |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $89.93 · Expires 2036-01-02 | Direct | 3,000 |
Reported balance
After 2026-01-02 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-01-02 · Grant · Acquired 3,000 · Balance 3,000 F1: The option vests in three equal annual installments beginning on January 2, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: The option vests in three equal annual installments beginning on January 2, 2027.
SMITH A O CORP
Report date April 09, 2024 · Filed April 10, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 58,577 |
Reported balance
After 2024-04-09 transaction · row 1
1 source rowRow 1 · 2024-04-09 · Grant · Acquired 1,626 · Balance 58,577 F1: Payment of retainer in stock under the A. O. Smith Corporation directors' compensation program based on the average of the high and low price of Common Stock on April 9, 2024. |
| Common StockSEC Table I · non-derivative | IndirectHeld by spouse's revocable trust or grantor retained annuity trusts. | 231,405 |
Reported balance
Holding disclosure · report date 2024-04-09 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 231,405 |
Filing footnotes · ownership attribution and instrument terms
F1: Payment of retainer in stock under the A. O. Smith Corporation directors' compensation program based on the average of the high and low price of Common Stock on April 9, 2024.
TIMKEN CO
Report date June 05, 2026 · Filed June 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20,225 |
Reported balance
After 2026-06-05 transaction · row 1
1 source rowRow 1 · 2026-06-05 · Sale · Disposed 8,450 · Balance 20,225 F1: This transaction was executed in multiple trades at prices ranging from $130.77 to $131.60. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades at prices ranging from $130.77 to $131.60. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
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 |
|---|---|---|---|---|---|---|
| June 05, 2026 Filed Jun 9, 2026 20:14 UTC | TIMKEN CO TKR · Entity 1862 | SaleCommon Stock | 8,450 | $131.34 | $1,109,823.00 |
DisclosureSEC source: 0000098362-26-000045 · wk-form4_1781036076.xml · nonDerivative · entry 1 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,225 F1 · price: This transaction was executed in multiple trades at prices ranging from $130.77 to $131.60. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 08, 2026 Filed May 12, 2026 20:13 UTC | TIMKEN CO TKR · Entity 1862 | GrantRestricted Share Unit · Derivative | 1,280 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000098362-26-000039 · wk-form4_1778616833.xml · derivative · entry 2 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,280 Underlying: Common Stock · 1,280 shares Expires 2027-05-08 F1 · derivative.exercise_date: Grant of restricted stock units that vest 100% one year from date of grant. Read SEC document |
| May 02, 2026 Filed May 5, 2026 20:11 UTC | TIMKEN CO TKR · Entity 1862 | GrantCommon Stock | 2,270 | $0.00 | $0.00 |
DisclosureSEC source: 0000098362-26-000024 · wk-form4_1778011901.xml · nonDerivative · entry 1 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,675 F1 · security: Represents vesting of 100% of the time-based restricted share units granted on May 2, 2025. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 19:15 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantStock Option (right to buy) · Derivative | 3,000 | $0.00 Strike: $89.93 | $0.00 |
DisclosureSEC source: 0000029644-26-000012 · wk-form4_1767726950.xml · derivative · entry 2 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,000 Underlying: Common Stock · 3,000 shares Expires 2036-01-02 F1 · derivative.exercise_date: The option vests in three equal annual installments beginning on January 2, 2027. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 19:15 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 900 | $0.00 | $0.00 |
DisclosureSEC source: 0000029644-26-000012 · wk-form4_1767726950.xml · nonDerivative · entry 1 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,997 Read SEC document |
| December 05, 2025 Filed Dec 8, 2025 18:22 UTC | DONALDSON Co INC DCI · Entity 8785 | Exercise / conversionStock Option (right to buy) · Derivative | 13,200 | $42.26 Strike: $42.26 | $557,832.00 |
DisclosureSEC source: 0000029644-25-000149 · wk-form4_1765218141.xml · derivative · entry 6 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,200 shares Expires 2027-01-03 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: Fully vested Read SEC document |
| December 05, 2025 Filed Dec 8, 2025 18:22 UTC | DONALDSON Co INC DCI · Entity 8785 | Exercise / conversionStock Option (right to buy) · Derivative | 6,600 | $48.96 Strike: $48.96 | $323,136.00 |
DisclosureSEC source: 0000029644-25-000149 · wk-form4_1765218141.xml · derivative · entry 5 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,600 shares Expires 2028-01-02 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: Fully vested Read SEC document |
| December 05, 2025 Filed Dec 8, 2025 18:22 UTC | DONALDSON Co INC DCI · Entity 8785 | SaleCommon Stock | 6,600 | $92.04 | $607,464.00 |
DisclosureSEC source: 0000029644-25-000149 · wk-form4_1765218141.xml · nonDerivative · entry 4 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,993 Read SEC document |
| December 05, 2025 Filed Dec 8, 2025 18:22 UTC | DONALDSON Co INC DCI · Entity 8785 | Exercise / conversionCommon Stock | 6,600 | $48.96 | $323,136.00 |
DisclosureSEC source: 0000029644-25-000149 · wk-form4_1765218141.xml · nonDerivative · entry 3 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,593 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, 2025 Filed Dec 8, 2025 18:22 UTC | DONALDSON Co INC DCI · Entity 8785 | SaleCommon Stock | 13,200 | $92.04 | $1,214,928.00 |
DisclosureSEC source: 0000029644-25-000149 · wk-form4_1765218141.xml · nonDerivative · entry 2 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,993 Read SEC document |
| December 05, 2025 Filed Dec 8, 2025 18:22 UTC | DONALDSON Co INC DCI · Entity 8785 | Exercise / conversionCommon Stock | 13,200 | $42.26 | $557,832.00 |
DisclosureSEC source: 0000029644-25-000149 · wk-form4_1765218141.xml · nonDerivative · entry 1 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,193 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 03, 2025 Filed May 6, 2025 20:53 UTC | TIMKEN CO TKR · Entity 1862 | GrantCommon Stock | 1,660 | $0.00 | $0.00 |
DisclosureSEC source: 0000098362-25-000098 · wk-form4_1746564783.xml · nonDerivative · entry 1 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,405 F1 · security: Represents vesting of 100% of the time-based restricted share units granted on May 3, 2024. Read SEC document |
| May 02, 2025 Filed May 6, 2025 20:53 UTC | TIMKEN CO TKR · Entity 1862 | GrantRestricted Share Unit · Derivative | 2,270 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000098362-25-000098 · wk-form4_1746564783.xml · derivative · entry 2 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,270 Underlying: Common Stock · 2,270 shares Expires 2026-05-02 F2 · derivative.exercise_date: Grant of restricted share units that vest 100% one year from date of grant. Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 20:37 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantStock Option (right to buy) · Derivative | 3,900 | $0.00 Strike: $67.29 | $0.00 |
DisclosureSEC source: 0000029644-25-000013 · wk-form4_1736195834.xml · derivative · entry 2 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,900 Underlying: Common Stock · 3,900 shares Expires 2035-01-02 F1 · derivative.exercise_date: The option vests in three equal annual installments beginning on January 2, 2026. Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 20:37 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 1,300 | $0.00 | $0.00 |
DisclosureSEC source: 0000029644-25-000013 · wk-form4_1736195834.xml · nonDerivative · entry 1 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,612 Read SEC document |
| May 05, 2024 Filed May 7, 2024 20:31 UTC | TIMKEN CO TKR · Entity 1862 | GrantCommon Stock | 1,845 | $0.00 | $0.00 |
DisclosureSEC source: 0000098362-24-000077 · wk-form4_1715113899.xml · nonDerivative · entry 1 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,745 F1 · security: Represents vesting of 100% of the time-based restricted share units granted on May 5, 2023. Read SEC document |
| May 03, 2024 Filed May 7, 2024 20:31 UTC | TIMKEN CO TKR · Entity 1862 | GrantRestricted Share Unit · Derivative | 1,660 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000098362-24-000077 · wk-form4_1715113899.xml · derivative · entry 2 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,660 Underlying: Common Stock · 1,660 shares Expires 2025-05-03 F2 · derivative.exercise_date: Grant of restricted share units that vest 100% one year from date of grant. Read SEC document |
| April 09, 2024 Filed Apr 10, 2024 20:46 UTC | SMITH A O CORP AOS · Entity 3642 | GrantCommon Stock | 1,626 | $86.14 | $140,063.64 |
DisclosureSEC source: 0000091142-24-000124 · wk-form4_1712781960.xml · nonDerivative · entry 1 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,577 F1 · shares: Payment of retainer in stock under the A. O. Smith Corporation directors' compensation program based on the average of the high and low price of Common Stock on April 9, 2024. Read SEC document |
| March 07, 2024 Filed Mar 8, 2024 19:26 UTC | DONALDSON Co INC DCI · Entity 8785 | Exercise / conversionStock Option (right to buy) · Derivative | 18,700 | $0.00 Strike: $28.43 | $0.00 |
DisclosureSEC source: 0000029644-24-000041 · wk-form4_1709925977.xml · derivative · entry 3 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,700 shares Expires 2026-01-04 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: Fully vested Read SEC document |
| March 07, 2024 Filed Mar 8, 2024 19:26 UTC | DONALDSON Co INC DCI · Entity 8785 | SaleCommon Stock | 18,700 | $73.51 | $1,374,637.00 |
DisclosureSEC source: 0000029644-24-000041 · wk-form4_1709925977.xml · nonDerivative · entry 2 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,961 Read SEC document |
| March 07, 2024 Filed Mar 8, 2024 19:26 UTC | DONALDSON Co INC DCI · Entity 8785 | Exercise / conversionCommon Stock | 18,700 | $28.43 | $531,641.00 |
DisclosureSEC source: 0000029644-24-000041 · wk-form4_1709925977.xml · nonDerivative · entry 1 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,661 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 |
| March 04, 2024 Filed Mar 4, 2024 19:25 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionEmployee Stock Options (Right to Buy) · Derivative | 60,258 | $0.00 Strike: $42.39 | $0.00 |
DisclosureSEC source: 0000091142-24-000082 · wk-form4_1709580344.xml · derivative · entry 7 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 60,258 shares Expires 2030-02-10 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. F3 · 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 became exercisable in three annual installments of 1/3 of the award starting on 02/10/2021. Read SEC document |
| March 04, 2024 Filed Mar 4, 2024 19:25 UTC | SMITH A O CORP AOS · Entity 3642 | SaleCommon Stock | 60,258 | $84.51 | $5,092,108.32 |
DisclosureSEC source: 0000091142-24-000082 · wk-form4_1709580344.xml · nonDerivative · entry 4 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,951 F2 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $84.50 to $84.8350. 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 |
| March 04, 2024 Filed Mar 4, 2024 19:25 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionCommon Stock | 60,258 | $42.39 | $2,554,336.62 |
DisclosureSEC source: 0000091142-24-000082 · wk-form4_1709580344.xml · nonDerivative · entry 3 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 117,209 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 |
| March 01, 2024 Filed Mar 4, 2024 21:43 UTC | DONALDSON Co INC DCI · Entity 8785 | Exercise / conversionCommon Stock · Derivative | 14,000 | $0.00 Strike: $38.47 | $0.00 |
DisclosureSEC source: 0000029644-24-000035 · wk-form4_1709588238.xml · derivative · entry 3 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,000 shares Expires 2025-01-02 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: Fully vested Read SEC document |
| March 01, 2024 Filed Mar 4, 2024 21:43 UTC | DONALDSON Co INC DCI · Entity 8785 | SaleCommon Stock | 14,000 | $72.23 | $1,011,220.00 |
DisclosureSEC source: 0000029644-24-000035 · wk-form4_1709588238.xml · nonDerivative · entry 2 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,931 Read SEC document |
| March 01, 2024 Filed Mar 4, 2024 21:43 UTC | DONALDSON Co INC DCI · Entity 8785 | Exercise / conversionCommon Stock | 14,000 | $38.47 | $538,580.00 |
DisclosureSEC source: 0000029644-24-000035 · wk-form4_1709588238.xml · nonDerivative · entry 1 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,931 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 |
| March 01, 2024 Filed Mar 4, 2024 19:25 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionEmployee Stock Options (Right to Buy) · Derivative | 43,137 | $0.00 Strike: $42.39 | $0.00 |
DisclosureSEC source: 0000091142-24-000082 · wk-form4_1709580344.xml · derivative · entry 6 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,258 Underlying: Common Stock · 43,137 shares Expires 2030-02-10 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. F3 · 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 became exercisable in three annual installments of 1/3 of the award starting on 02/10/2021. Read SEC document |
| March 01, 2024 Filed Mar 4, 2024 19:25 UTC | SMITH A O CORP AOS · Entity 3642 | SaleCommon Stock | 43,137 | $84.01 | $3,623,917.80 |
DisclosureSEC source: 0000091142-24-000082 · wk-form4_1709580344.xml · nonDerivative · entry 2 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,951 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $84.00 to $84.0825. 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 |
| March 01, 2024 Filed Mar 4, 2024 19:25 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionCommon Stock | 43,137 | $42.39 | $1,828,577.43 |
DisclosureSEC source: 0000091142-24-000082 · wk-form4_1709580344.xml · nonDerivative · entry 1 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,088 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 29, 2024 Filed Feb 29, 2024 22:07 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionEmployee Stock Options (Right to Buy) · Derivative | 24,669 | $0.00 Strike: $42.39 | $0.00 |
DisclosureSEC source: 0000091142-24-000080 · wk-form4_1709244409.xml · derivative · entry 7 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,395 Underlying: Common Stock · 24,669 shares Expires 2030-02-10 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. F3 · 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 became exercisable in three annual installments of 1/3 of the award starting on 02/10/2021. Read SEC document |
| February 29, 2024 Filed Feb 29, 2024 22:07 UTC | SMITH A O CORP AOS · Entity 3642 | SaleCommon Stock | 24,669 | $83.02 | $2,047,938.97 |
DisclosureSEC source: 0000091142-24-000080 · wk-form4_1709244409.xml · nonDerivative · entry 4 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,951 F2 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $83.00 to $83.10. 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 |
| February 29, 2024 Filed Feb 29, 2024 22:07 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionCommon Stock | 24,669 | $42.39 | $1,045,718.91 |
DisclosureSEC source: 0000091142-24-000080 · wk-form4_1709244409.xml · nonDerivative · entry 3 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,620 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 28, 2024 Filed Feb 29, 2024 22:07 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionEmployee Stock Options (Right to Buy) · Derivative | 25,331 | $0.00 Strike: $42.39 | $0.00 |
DisclosureSEC source: 0000091142-24-000080 · wk-form4_1709244409.xml · derivative · entry 6 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 128,064 Underlying: Common Stock · 25,331 shares Expires 2030-02-10 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. F3 · 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 became exercisable in three annual installments of 1/3 of the award starting on 02/10/2021. Read SEC document |
| February 28, 2024 Filed Feb 29, 2024 22:07 UTC | SMITH A O CORP AOS · Entity 3642 | SaleCommon Stock | 25,331 | $83.03 | $2,103,354.52 |
DisclosureSEC source: 0000091142-24-000080 · wk-form4_1709244409.xml · nonDerivative · entry 2 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,951 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $83.00 to $83.23. 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 |
| February 28, 2024 Filed Feb 29, 2024 22:07 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionCommon Stock | 25,331 | $42.39 | $1,073,781.09 |
DisclosureSEC source: 0000091142-24-000080 · wk-form4_1709244409.xml · nonDerivative · entry 1 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,282 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 |
| January 02, 2024 Filed Jan 4, 2024 19:52 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantStock Option (right to buy) · Derivative | 3,700 | $0.00 Strike: $64.79 | $0.00 |
DisclosureSEC source: 0000029644-24-000015 · wk-form4_1704397917.xml · derivative · entry 2 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,700 Underlying: Common Stock · 3,700 shares Expires 2034-01-02 F1 · derivative.exercise_date: The option vests in three equal annual installments beginning on January 2, 2025. Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 19:52 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 1,200 | $0.00 | $0.00 |
DisclosureSEC source: 0000029644-24-000015 · wk-form4_1704397917.xml · nonDerivative · entry 1 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,855 Read SEC document |
| December 11, 2023 Filed Dec 12, 2023 15:53 UTC | DONALDSON Co INC DCI · Entity 8785 | Exercise / conversionStock Option (right to buy) · Derivative | 11,400 | $0.00 Strike: $43.07 | $0.00 |
DisclosureSEC source: 0000029644-23-000142 · wk-form4_1702396390.xml · derivative · entry 3 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,400 shares Expires 2024-01-02 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: Fully vested Read SEC document |
| December 11, 2023 Filed Dec 12, 2023 15:53 UTC | DONALDSON Co INC DCI · Entity 8785 | SaleCommon Stock | 11,400 | $62.24 | $709,536.00 |
DisclosureSEC source: 0000029644-23-000142 · wk-form4_1702396390.xml · nonDerivative · entry 2 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,545 Read SEC document |
| December 11, 2023 Filed Dec 12, 2023 15:53 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 11,400 | $43.07 | $490,998.00 |
DisclosureSEC source: 0000029644-23-000142 · wk-form4_1702396390.xml · nonDerivative · entry 1 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,945 Read SEC document |
| November 10, 2023 Filed Nov 13, 2023 16:52 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionEmployee Stock Options (Right to Buy) · Derivative | 53,125 | $0.00 Strike: $49.42 | $0.00 |
DisclosureSEC source: 0000091142-23-000108 · wk-form4_1699894342.xml · derivative · entry 4 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 53,125 shares Expires 2029-02-11 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 02/11/2019 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 02/11/2020. Read SEC document |
| November 10, 2023 Filed Nov 13, 2023 16:52 UTC | SMITH A O CORP AOS · Entity 3642 | SaleCommon Stock | 53,125 | $72.39 | $3,845,766.56 |
DisclosureSEC source: 0000091142-23-000108 · wk-form4_1699894342.xml · nonDerivative · entry 2 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,951 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $72.00 to $72.96. 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 |
| November 10, 2023 Filed Nov 13, 2023 16:52 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionCommon Stock | 53,125 | $49.42 | $2,625,437.50 |
DisclosureSEC source: 0000091142-23-000108 · wk-form4_1699894342.xml · nonDerivative · entry 1 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 110,076 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 |
| November 06, 2023 Filed Nov 8, 2023 14:48 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionEmployee Stock Options (Right to Buy) · Derivative | 3,978 | $0.00 Strike: $49.42 | $0.00 |
DisclosureSEC source: 0000091142-23-000106 · wk-form4_1699454911.xml · derivative · entry 4 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,125 Underlying: Common Stock · 3,978 shares Expires 2029-02-11 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 02/11/2019 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 02/11/2020. Read SEC document |
| November 06, 2023 Filed Nov 8, 2023 14:48 UTC | SMITH A O CORP AOS · Entity 3642 | SaleCommon Stock | 3,978 | $72.23 | $287,335.32 |
DisclosureSEC source: 0000091142-23-000106 · wk-form4_1699454911.xml · nonDerivative · entry 2 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,951 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $72.00 to $72.21. 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 |
| November 06, 2023 Filed Nov 8, 2023 14:48 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionCommon Stock | 3,978 | $49.42 | $196,592.76 |
DisclosureSEC source: 0000091142-23-000106 · wk-form4_1699454911.xml · nonDerivative · entry 1 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,929 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 |
| November 03, 2023 Filed Nov 3, 2023 20:50 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionEmployee Stock Options (Right to Buy) · Derivative | 56,686 | $0.00 Strike: $49.42 | $0.00 |
DisclosureSEC source: 0000091142-23-000101 · wk-form4_1699044568.xml · derivative · entry 7 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,103 Underlying: Common Stock · 56,686 shares Expires 2029-02-11 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. F3 · 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 became exercisable in three annual installments of 1/3 of the award starting on 02/11/2020. Read SEC document |
| November 03, 2023 Filed Nov 3, 2023 20:50 UTC | SMITH A O CORP AOS · Entity 3642 | SaleCommon Stock | 56,686 | $72.24 | $4,095,058.99 |
DisclosureSEC source: 0000091142-23-000101 · wk-form4_1699044568.xml · nonDerivative · entry 4 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,951 F2 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $72.00 to $72.83. 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 |
| November 03, 2023 Filed Nov 3, 2023 20:50 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionCommon Stock | 56,686 | $49.42 | $2,801,422.12 |
DisclosureSEC source: 0000091142-23-000101 · wk-form4_1699044568.xml · nonDerivative · entry 3 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 113,637 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.