Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SMITH A O CORPAOS · Entity 3642 | SVP; President & GM Lochinvar | March 04, 2026 | March 04, 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.
SMITH A O CORP
Report date March 04, 2026 · Filed March 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,201 |
Reported balance
After 2026-03-04 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-04 · Sale · Disposed 1,104 · Balance 2,201 F1: The price in Column 4 is a weighted average price. The prices actually received ranged from $74.26 to $74.52. 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. F2: Mr. Schuh 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 10 shares of Common Stock. |
Filing footnotes · ownership attribution and instrument terms
F1: The price in Column 4 is a weighted average price. The prices actually received ranged from $74.26 to $74.52. 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.
F2: Mr. Schuh 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 10 shares of Common Stock.
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 |
|---|---|---|---|---|---|---|
| March 04, 2026 Filed Mar 4, 2026 20:30 UTC | SMITH A O CORP AOS · Entity 3642 | SaleCommon Stock | 1,104 | $74.39 | $82,126.34 |
DisclosureSEC source: 0000091142-26-000066 · wk-form4_1772656245.xml · nonDerivative · entry 1 Schuh Darrell W. · CIK 0002016343 · SVP; President & GM Lochinvar 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,201 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $74.26 to $74.52. 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. F2 · balance_after: Mr. Schuh 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 10 shares of Common Stock. Read SEC document |
| February 13, 2026 Filed Feb 17, 2026 19:25 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionRestricted Stock Units · Derivative | 1,460 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000091142-26-000054 · wk-form4_1771356299.xml · derivative · entry 3 Schuh Darrell W. · CIK 0002016343 · SVP; President & GM Lochinvar 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,460 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of Common Stock. This transaction represents the settlement of restricted stock units in shares of Common Stock on their scheduled vesting date. F4 · derivative.exercise_date: The restricted stock units were granted on 02/13/2023 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. The restricted stock units became payable in Common Stock on the vesting date of 02/13/2026. F4 · derivative.expiration_date: The restricted stock units were granted on 02/13/2023 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. The restricted stock units became payable in Common Stock on the vesting date of 02/13/2026. Read SEC document |
| February 13, 2026 Filed Feb 17, 2026 19:25 UTC | SMITH A O CORP AOS · Entity 3642 | SaleCommon Stock | 356 | $79.89 | $28,439.06 |
DisclosureSEC source: 0000091142-26-000054 · wk-form4_1771356299.xml · nonDerivative · entry 2 Schuh Darrell W. · CIK 0002016343 · SVP; President & GM Lochinvar 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,295 F3 · shares: Shares withheld by A. O. Smith Corporation to satisfy tax withholding requirements on vesting of restricted stock units. Read SEC document |
| February 13, 2026 Filed Feb 17, 2026 19:25 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionCommon Stock | 1,460 | $0.00 | $0.00 |
DisclosureSEC source: 0000091142-26-000054 · wk-form4_1771356299.xml · nonDerivative · entry 1 Schuh Darrell W. · CIK 0002016343 · SVP; President & GM Lochinvar 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,651 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Each restricted stock unit represents the right to receive, at settlement, one share of Common Stock. This transaction represents the settlement of restricted stock units in shares of Common Stock on their scheduled vesting date. F2 · balance_after: Mr. Schuh 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 41 shares of Common Stock. Read SEC document |
| February 13, 2026 Filed Mar 4, 2026 20:14 UTC Amendment | SMITH A O CORP AOS · Entity 3642 | Tax withholdingCommon Stock | 356 | $79.89 | $28,439.06 |
DisclosureSEC source: 0000091142-26-000064 · wk-form4a_1772655255.xml · nonDerivative · entry 1 Schuh Darrell W. · CIK 0002016343 · SVP; President & GM Lochinvar 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,295 F1 · shares: Shares withheld by A. O. Smith Corporation to satisfy tax withholding requirements on vesting of restricted stock units. Read SEC document |
| February 09, 2026 Filed Feb 11, 2026 21:57 UTC | SMITH A O CORP AOS · Entity 3642 | GrantRestricted Stock Units · Derivative | 1,560 | $0.00 | $0.00 |
DisclosureSEC source: 0000091142-26-000030 · wk-form4_1770847034.xml · derivative · entry 1 Schuh Darrell W. · CIK 0002016343 · SVP; President & GM Lochinvar 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,085 Underlying: Common Stock · 1,560 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of Common Stock. F2 · derivative.exercise_date: The restricted stock units were granted on 02/09/2026 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. The restricted stock units become payable in Common Stock on the vesting date of 02/09/2029. F2 · derivative.expiration_date: The restricted stock units were granted on 02/09/2026 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. The restricted stock units become payable in Common Stock on the vesting date of 02/09/2029. Read SEC document |
| February 10, 2025 Filed Feb 11, 2025 21:38 UTC | SMITH A O CORP AOS · Entity 3642 | GrantRestricted Stock Units · Derivative | 1,830 | $0.00 | $0.00 |
DisclosureSEC source: 0000091142-25-000027 · wk-form4_1739309876.xml · derivative · entry 4 Schuh Darrell W. · CIK 0002016343 · SVP; President & GM Lochinvar 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,525 Underlying: Common Stock · 1,830 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of Common Stock. F5 · derivative.exercise_date: The restricted stock units were granted on 02/10/2025 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. The restricted stock units become payable in Common Stock on the vesting date of 02/10/2028. F5 · derivative.expiration_date: The restricted stock units were granted on 02/10/2025 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. The restricted stock units become payable in Common Stock on the vesting date of 02/10/2028. Read SEC document |
| February 07, 2025 Filed Feb 11, 2025 21:38 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionRestricted Stock Units · Derivative | 660 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000091142-25-000027 · wk-form4_1739309876.xml · derivative · entry 3 Schuh Darrell W. · CIK 0002016343 · SVP; President & GM Lochinvar 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 660 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of Common Stock. F4 · 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. F4 · derivative.expiration_date: The restricted stock units were granted on 02/07/2022 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. The restricted stock units become payable in Common Stock on the vesting date of 02/07/2025. Read SEC document |
| February 07, 2025 Filed Feb 11, 2025 21:38 UTC | SMITH A O CORP AOS · Entity 3642 | Tax withholdingCommon Stock | 196 | $65.65 | $12,867.40 |
DisclosureSEC source: 0000091142-25-000027 · wk-form4_1739309876.xml · nonDerivative · entry 2 Schuh Darrell W. · CIK 0002016343 · SVP; President & GM Lochinvar 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,150 F3 · shares: Shares withheld by A. O. Smith Corporation to satisfy tax withholding requirements on vesting of restricted stock units. Read SEC document |
| February 07, 2025 Filed Feb 11, 2025 21:38 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionCommon Stock | 660 | $0.00 | $0.00 |
DisclosureSEC source: 0000091142-25-000027 · wk-form4_1739309876.xml · nonDerivative · entry 1 Schuh Darrell W. · CIK 0002016343 · SVP; President & GM Lochinvar 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,346 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents the right to receive, at settlement, one share of Common Stock. F2 · balance_after: Darrell Schuh 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 16 shares of Common Stock. 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.