Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MGE ENERGY INCMGEE · Entity 4253 | Director | March 02, 2026 | March 03, 2026 |
| SMITH A O CORPAOS · Entity 3642 | Senior Vice President | February 11, 2022 | February 15, 2022 |
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.
MGE ENERGY INC
Report date March 02, 2026 · Filed March 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,039 |
Reported balance
After 2026-03-02 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-03-02 · Grant · Acquired 1,039 · Balance 1,039 F1: Represents restricted stock units (RSUs) which are converted to common stock on a one-to-one basis when vested. F2: The RSUs vest on December 31, 2026. The reporting person can elect stock or has the option to be paid out 25% in cash. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units (RSUs) which are converted to common stock on a one-to-one basis when vested.
F2: The RSUs vest on December 31, 2026. The reporting person can elect stock or has the option to be paid out 25% in cash.
SMITH A O CORP
Report date February 11, 2022 · Filed February 15, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,802 |
Ending reported balance
After 2022-02-11 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-02-11 · Exercise / conversion · Acquired 935 · Balance 2,102 F1: 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. Row 2 · 2022-02-11 · Tax withholding · Disposed 300 · Balance 1,802 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $71.72 | Direct | 21,547 |
Reported balance
After 2022-02-11 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-02-11 · Exercise / conversion · Disposed 935 · Balance 21,547 F1: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
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 02, 2026 Filed Mar 3, 2026 17:12 UTC | MGE ENERGY INC MGEE · Entity 4253 | GrantRestricted Stock Units · Derivative | 1,039 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-087332 · ownership.xml · derivative · entry 1 Ackerman Patricia K · CIK 0001532645 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,039 Underlying: common stock · 1,039 shares Expires not disclosed F1 · derivative.exercise_price: Represents restricted stock units (RSUs) which are converted to common stock on a one-to-one basis when vested. F1 · shares: Represents restricted stock units (RSUs) which are converted to common stock on a one-to-one basis when vested. F2 · derivative.exercise_date: The RSUs vest on December 31, 2026. The reporting person can elect stock or has the option to be paid out 25% in cash. F2 · derivative.expiration_date: The RSUs vest on December 31, 2026. The reporting person can elect stock or has the option to be paid out 25% in cash. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 21:32 UTC | MGE ENERGY INC MGEE · Entity 4253 | Exercise / conversionRestricted Stock Units · Derivative | 918 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-002536 · ownership.xml · derivative · entry 3 Ackerman Patricia K · CIK 0001532645 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: common stock · 918 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_price: Represents RSU's which are converted to common stock on a one-to-one basis when vested. F1 · derivative.exercise_date: On March 3, 2025, the reporting person was granted 918 retricted stock units (RSU's) that vested on December 31, 2025. The reporting person elected to receive 20% of the award in cash. F1 · derivative.expiration_date: On March 3, 2025, the reporting person was granted 918 retricted stock units (RSU's) that vested on December 31, 2025. The reporting person elected to receive 20% of the award in cash. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 21:32 UTC | MGE ENERGY INC MGEE · Entity 4253 | Disposition to issuerCommon Stock | 184 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-002536 · ownership.xml · nonDerivative · entry 2 Ackerman Patricia K · CIK 0001532645 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 734 F1 · shares: On March 3, 2025, the reporting person was granted 918 retricted stock units (RSU's) that vested on December 31, 2025. The reporting person elected to receive 20% of the award in cash. F1 · price: On March 3, 2025, the reporting person was granted 918 retricted stock units (RSU's) that vested on December 31, 2025. The reporting person elected to receive 20% of the award in cash. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 21:32 UTC | MGE ENERGY INC MGEE · Entity 4253 | Exercise / conversionCommon Stock | 918 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-002536 · ownership.xml · nonDerivative · entry 1 Ackerman Patricia K · CIK 0001532645 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 918 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: On March 3, 2025, the reporting person was granted 918 retricted stock units (RSU's) that vested on December 31, 2025. The reporting person elected to receive 20% of the award in cash. F1 · price: On March 3, 2025, the reporting person was granted 918 retricted stock units (RSU's) that vested on December 31, 2025. The reporting person elected to receive 20% of the award in cash. Read SEC document |
| March 03, 2025 Filed Mar 4, 2025 21:13 UTC | MGE ENERGY INC MGEE · Entity 4253 | GrantRestricted Stock Units · Derivative | 918 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-032029 · ownership.xml · derivative · entry 1 Ackerman Patricia K · CIK 0001532645 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 918 Underlying: Common Stock · 918 shares Expires not disclosed F1 · derivative.exercise_price: Represents restricted stock units (RSUs) which are converted to common stock on a one-to-one basis when vested. F1 · shares: Represents restricted stock units (RSUs) which are converted to common stock on a one-to-one basis when vested. F2 · derivative.exercise_date: The RSUs vest on December 31, 2025. The reporting person can elect stock or has the option to be paid out 25% in cash. F2 · derivative.expiration_date: The RSUs vest on December 31, 2025. The reporting person can elect stock or has the option to be paid out 25% in cash. Read SEC document |
| March 01, 2024 Filed Mar 4, 2024 20:04 UTC | MGE ENERGY INC MGEE · Entity 4253 | GrantRestricted Stock Units · Derivative | 1,061 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-024710 · ownership.xml · derivative · entry 1 Ackerman Patricia K · CIK 0001532645 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,061 Underlying: common stock · 1,061 shares Expires not disclosed F1 · derivative.exercise_price: Represents restricted stock units (RSUs) which are converted to common stock on a one-to-one basis when vested. F1 · shares: Represents restricted stock units (RSUs) which are converted to common stock on a one-to-one basis when vested. F2 · derivative.exercise_date: The RSUs vest on December 31, 2026. The reporting person can elect stock or has the option to be paid out 25% in cash. F2 · derivative.expiration_date: The RSUs vest on December 31, 2026. The reporting person can elect stock or has the option to be paid out 25% in cash. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 20:10 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionRestricted Stock Units · Derivative | 935 | $0.00 Strike: $71.72 | $0.00 |
DisclosureSEC source: 0000091142-22-000035 · wf-form4_164495579689376.xml · derivative · entry 3 Ackerman Patricia K · CIK 0001532645 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,547 Underlying: Common Stock · 935 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 20:10 UTC | SMITH A O CORP AOS · Entity 3642 | Tax withholdingCommon Stock | 300 | $71.72 | $21,514.50 |
DisclosureSEC source: 0000091142-22-000035 · wf-form4_164495579689376.xml · nonDerivative · entry 2 Ackerman Patricia K · CIK 0001532645 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,802 Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 20:10 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionCommon Stock | 935 | $71.72 | $67,053.53 |
DisclosureSEC source: 0000091142-22-000035 · wf-form4_164495579689376.xml · nonDerivative · entry 1 Ackerman Patricia K · CIK 0001532645 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,102 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 19:48 UTC | SMITH A O CORP AOS · Entity 3642 | GrantRestricted Stock Units · Derivative | 840 | $0.00 Strike: $74.27 | $0.00 |
DisclosureSEC source: 0000091142-22-000009 · wf-form4_164443609447353.xml · derivative · entry 3 Ackerman Patricia K · CIK 0001532645 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,482 Underlying: Common Stock · 840 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. F3 · balance_after: The Restricted Stock Units that Ms. Ackerman has deferred receives a quarterly dividend pursuant to a dividend reinvestment feature of the A. O. Smith Nonqualified Deferred Compensation Plan. The total amount of dividends received was 273 Restricted Stock Units. Read SEC document |
| February 07, 2022 Filed Feb 9, 2022 19:48 UTC | SMITH A O CORP AOS · Entity 3642 | GrantEmployee Stock Options (Right to Buy) · Derivative | 3,545 | $0.00 Strike: $74.27 | $0.00 |
DisclosureSEC source: 0000091142-22-000009 · wf-form4_164443609447353.xml · derivative · entry 2 Ackerman Patricia K · CIK 0001532645 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,620 Underlying: Common Stock · 3,545 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 |
| May 12, 2021 Filed Feb 9, 2022 19:48 UTC | SMITH A O CORP AOS · Entity 3642 | GiftCommon Stock | 42 | $0.00 | $0.00 |
DisclosureSEC source: 0000091142-22-000009 · wf-form4_164443609447353.xml · nonDerivative · entry 1 Ackerman Patricia K · CIK 0001532645 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,167 Read SEC document |
| May 10, 2021 Filed May 11, 2021 19:38 UTC | SMITH A O CORP AOS · Entity 3642 | SaleCommon Stock | 2,300 | $72.55 | $166,857.18 |
DisclosureSEC source: 0000091142-21-000086 · edgar.xml · nonDerivative · entry 1 Ackerman Patricia K · CIK 0001532645 · SVP, IR, Treasurer and CRS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,209 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $72.54 to $72.57. 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 12, 2021 Filed Feb 17, 2021 19:44 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionCommon Stock · Derivative | 930 | $0.00 Strike: $60.65 | $0.00 |
DisclosureSEC source: 0000091142-21-000026 · edgar.xml · derivative · entry 3 Ackerman Patricia K · CIK 0001532645 · SVP, IR, Treasuer & CRS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,369 Underlying: Common Stock · 930 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: 930 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. 930 Resticted Stock Units vested on 02/12/2021. As a result of vesting, the Company is obligated to delivered 930 shares of Common Stock to the reporting person. F1 · derivative.expiration_date: 930 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. 930 Resticted Stock Units vested on 02/12/2021. As a result of vesting, the Company is obligated to delivered 930 shares of Common Stock to the reporting person. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 19:44 UTC | SMITH A O CORP AOS · Entity 3642 | Tax withholdingCommon Stock | 292 | $60.65 | $17,709.80 |
DisclosureSEC source: 0000091142-21-000026 · edgar.xml · nonDerivative · entry 2 Ackerman Patricia K · CIK 0001532645 · SVP, IR, Treasuer & CRS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,509 Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 19:44 UTC | SMITH A O CORP AOS · Entity 3642 | GrantCommon Stock | 930 | $60.65 | $56,404.50 |
DisclosureSEC source: 0000091142-21-000026 · edgar.xml · nonDerivative · entry 1 Ackerman Patricia K · CIK 0001532645 · SVP, IR, Treasuer & CRS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,801 F1 · shares: 930 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. 930 Resticted Stock Units vested on 02/12/2021. As a result of vesting, the Company is obligated to delivered 930 shares of Common Stock to the reporting person. Read SEC document |
| February 08, 2021 Filed Feb 10, 2021 21:16 UTC | SMITH A O CORP AOS · Entity 3642 | GrantRestricted Stock Units · Derivative | 975 | $0.00 Strike: $60.82 | $0.00 |
DisclosureSEC source: 0000091142-21-000005 · edgar.xml · derivative · entry 2 Ackerman Patricia K · CIK 0001532645 · SVP, IR,Treasurer & CRS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,299 Underlying: Common Stock · 975 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. F3 · balance_after: The Restricted Stock Units that Ms. Ackerman has deferred received a quarterly dividend pursuant to a dividend reinvestment feature of the A. O. Smith Nonqualified Deferred Compensation Plan. The total amount of dividends received was 373 Restricted Stock Units. Read SEC document |
| February 08, 2021 Filed Feb 10, 2021 21:16 UTC | SMITH A O CORP AOS · Entity 3642 | GrantEmployee Stock Options (Right to Buy) · Derivative | 4,240 | $0.00 Strike: $60.82 | $0.00 |
DisclosureSEC source: 0000091142-21-000005 · edgar.xml · derivative · entry 1 Ackerman Patricia K · CIK 0001532645 · SVP, IR,Treasurer & CRS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,075 Underlying: Common Stock · 4,240 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 exerciable in three annual installments of 1/3 of the award starting on 02/08/2022. Read SEC document |
| November 17, 2020 Filed Nov 18, 2020 15:33 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionEmployee Stock Options (Right to Buy) · Derivative | 7,300 | $0.00 Strike: $31.67 | $0.00 |
DisclosureSEC source: 0000091142-20-000070 · edgar.xml · derivative · entry 6 Ackerman Patricia K · CIK 0001532645 · SVP, Investor Relations & Trea 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,835 Underlying: Common Stock · 7,300 shares Expires 2026-02-08 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: The employee stock options were granted on 02/08/2016 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. The options became exercisable in three annual installments of 1/3 of the award starting on 02/08/2017. Read SEC document |
| November 17, 2020 Filed Nov 18, 2020 15:33 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionEmployee Stock Options (Right to Buy) · Derivative | 6,700 | $0.00 Strike: $30.77 | $0.00 |
DisclosureSEC source: 0000091142-20-000070 · edgar.xml · derivative · entry 5 Ackerman Patricia K · CIK 0001532645 · SVP, Investor Relations & Trea 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,135 Underlying: Common Stock · 6,700 shares Expires 2025-02-09 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: The employee stock options were granted on 02/09/2015 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. The options became exercisable in three annual installments of 1/3 of the award starting on 02/09/2016. Read SEC document |
| November 17, 2020 Filed Nov 18, 2020 15:33 UTC | SMITH A O CORP AOS · Entity 3642 | SaleCommon Stock | 14,000 | $56.39 | $789,397.00 |
DisclosureSEC source: 0000091142-20-000070 · edgar.xml · nonDerivative · entry 4 Ackerman Patricia K · CIK 0001532645 · SVP, Investor Relations & Trea 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,871 F2 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $56.25 to $56.59. 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 17, 2020 Filed Nov 18, 2020 15:33 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionCommon Stock | 7,300 | $31.67 | $231,191.00 |
DisclosureSEC source: 0000091142-20-000070 · edgar.xml · nonDerivative · entry 3 Ackerman Patricia K · CIK 0001532645 · SVP, Investor Relations & Trea 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,871 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 17, 2020 Filed Nov 18, 2020 15:33 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionCommon Stock | 6,700 | $30.77 | $206,125.50 |
DisclosureSEC source: 0000091142-20-000070 · edgar.xml · nonDerivative · entry 2 Ackerman Patricia K · CIK 0001532645 · SVP, Investor Relations & Trea 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,571 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 10, 2020 Filed Nov 18, 2020 15:33 UTC | SMITH A O CORP AOS · Entity 3642 | GiftCommon Stock | 60 | $0.00 | $0.00 |
DisclosureSEC source: 0000091142-20-000070 · edgar.xml · nonDerivative · entry 1 Ackerman Patricia K · CIK 0001532645 · SVP, Investor Relations & Trea 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,871 F1 · price: Gift Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 14:33 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionCommon Stock · Derivative | 1,145 | $0.00 Strike: $43.96 | $0.00 |
DisclosureSEC source: 0000091142-20-000018 · edgar.xml · derivative · entry 3 Ackerman Patricia K · CIK 0001532645 · SVP, IR, Treasuer & CRS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,951 Underlying: Common Stock · 1,145 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: 1,145 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. 1,145 Resticted Stock Units vested on 02/13/2020. As a result of vesting, the Company is obligated to delivered 1,145 shares of Common Stock to the reporting person. F1 · derivative.expiration_date: 1,145 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. 1,145 Resticted Stock Units vested on 02/13/2020. As a result of vesting, the Company is obligated to delivered 1,145 shares of Common Stock to the reporting person. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 14:33 UTC | SMITH A O CORP AOS · Entity 3642 | Tax withholdingCommon Stock | 562 | $43.96 | $24,705.52 |
DisclosureSEC source: 0000091142-20-000018 · edgar.xml · nonDerivative · entry 2 Ackerman Patricia K · CIK 0001532645 · SVP, IR, Treasuer & CRS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,931 Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 14:33 UTC | SMITH A O CORP AOS · Entity 3642 | GrantCommon Stock | 1,145 | $43.96 | $50,334.20 |
DisclosureSEC source: 0000091142-20-000018 · edgar.xml · nonDerivative · entry 1 Ackerman Patricia K · CIK 0001532645 · SVP, IR, Treasuer & CRS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,493 F1 · shares: 1,145 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. 1,145 Resticted Stock Units vested on 02/13/2020. As a result of vesting, the Company is obligated to delivered 1,145 shares of Common Stock to the reporting person. Read SEC document |
| February 10, 2020 Filed Feb 12, 2020 19:58 UTC | SMITH A O CORP AOS · Entity 3642 | GrantRestricted Stock Units · Derivative | 1,400 | $0.00 Strike: $42.39 | $0.00 |
DisclosureSEC source: 0000091142-20-000003 · edgar.xml · derivative · entry 3 Ackerman Patricia K · CIK 0001532645 · SVP, IR,Treasurer & CRS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,096 Underlying: Common Stock · 1,400 shares Expires not disclosed F3 · derivative.exercise_date: The restricted stock units were granted on 02/10/2020 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. The restricted stock units become payable in Common Stock on the vesting date of 02/10/2023. F3 · derivative.expiration_date: The restricted stock units were granted on 02/10/2020 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. The restricted stock units become payable in Common Stock on the vesting date of 02/10/2023. F4 · balance_after: The Restricted Stock Units that Ms. Ackerman has deferred received a quarterly dividend pursuant to a dividend reinvestment feature of the A. O. Smith Nonqualified Deferred Compensation Plan. The total amount of dividends received was 330 Restricted Stock Units. Read SEC document |
| February 10, 2020 Filed Feb 12, 2020 19:58 UTC | SMITH A O CORP AOS · Entity 3642 | GrantEmployee Stock Options (Right to Buy) · Derivative | 7,290 | $0.00 Strike: $42.39 | $0.00 |
DisclosureSEC source: 0000091142-20-000003 · edgar.xml · derivative · entry 2 Ackerman Patricia K · CIK 0001532645 · SVP, IR,Treasurer & CRS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,835 Underlying: Common Stock · 7,290 shares Expires 2030-02-10 F2 · 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 exerciable in three annual installments of 1/3 of the award starting on 02/10/2021. Read SEC document |
| November 08, 2019 Filed Feb 12, 2020 19:58 UTC | SMITH A O CORP AOS · Entity 3642 | GiftCommon Stock | 60 | $0.00 | $0.00 |
DisclosureSEC source: 0000091142-20-000003 · edgar.xml · nonDerivative · entry 1 Ackerman Patricia K · CIK 0001532645 · SVP, IR,Treasurer & CRS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,348 F1 · price: Gift Read SEC document |
| February 11, 2019 Filed Feb 12, 2019 20:14 UTC | SMITH A O CORP AOS · Entity 3642 | GrantEmployee Stock Options (Right to Buy) · Derivative | 4,265 | $0.00 Strike: $49.42 | $0.00 |
DisclosureSEC source: 0000091142-19-000003 · edgar.xml · derivative · entry 6 Ackerman Patricia K · CIK 0001532645 · SVP, Investor Relations & Trea 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 265,545 Underlying: Common Stock · 4,265 shares Expires 2029-02-11 F5 · 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 20:14 UTC | SMITH A O CORP AOS · Entity 3642 | GrantRestricted Stock Units · Derivative | 935 | $0.00 Strike: $49.42 | $0.00 |
DisclosureSEC source: 0000091142-19-000003 · edgar.xml · derivative · entry 5 Ackerman Patricia K · CIK 0001532645 · SVP, Investor Relations & Trea 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,366 Underlying: Common Stock · 935 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. F2 · derivative.expiration_date: 1,820 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. 1,820 Resticted Stock Units vested on 02/08/2019. As a result of vesting, the Company is obligated to delivered 1,820 shares of Common Stock to the reporting person. F4 · balance_after: The Restricted Stock Units that Ms. Ackerman has deferred receive a quarterly dividend pursuant to a dividend reinvestment feature of the A. O. Smith Nonqualified Deferred Compensation Plan. The total amount of dividends received was 240 Restricted Stock Units. Read SEC document |
| February 08, 2019 Filed Feb 12, 2019 20:14 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionCommon Stock · Derivative | 1,820 | $0.00 Strike: $48.72 | $0.00 |
DisclosureSEC source: 0000091142-19-000003 · edgar.xml · derivative · entry 4 Ackerman Patricia K · CIK 0001532645 · SVP, Investor Relations & Trea 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,191 Underlying: Common Stock · 1,820 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: 1,820 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. 1,820 Resticted Stock Units vested on 02/08/2019. As a result of vesting, the Company is obligated to delivered 1,820 shares of Common Stock to the reporting person. F2 · derivative.expiration_date: 1,820 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. 1,820 Resticted Stock Units vested on 02/08/2019. As a result of vesting, the Company is obligated to delivered 1,820 shares of Common Stock to the reporting person. Read SEC document |
| February 08, 2019 Filed Feb 12, 2019 20:14 UTC | SMITH A O CORP AOS · Entity 3642 | Tax withholdingCommon Stock | 952 | $48.72 | $46,381.44 |
DisclosureSEC source: 0000091142-19-000003 · edgar.xml · nonDerivative · entry 3 Ackerman Patricia K · CIK 0001532645 · SVP, Investor Relations & Trea 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,408 Read SEC document |
| February 08, 2019 Filed Feb 12, 2019 20:14 UTC | SMITH A O CORP AOS · Entity 3642 | GrantCommon Stock | 1,820 | $48.72 | $88,670.40 |
DisclosureSEC source: 0000091142-19-000003 · edgar.xml · nonDerivative · entry 2 Ackerman Patricia K · CIK 0001532645 · SVP, Investor Relations & Trea 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,360 F2 · shares: 1,820 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. 1,820 Resticted Stock Units vested on 02/08/2019. As a result of vesting, the Company is obligated to delivered 1,820 shares of Common Stock to the reporting person. Read SEC document |
| November 13, 2018 Filed Feb 12, 2019 20:14 UTC | SMITH A O CORP AOS · Entity 3642 | GiftCommon Stock | 56 | $0.00 | $0.00 |
DisclosureSEC source: 0000091142-19-000003 · edgar.xml · nonDerivative · entry 1 Ackerman Patricia K · CIK 0001532645 · SVP, Investor Relations & Trea 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,540 F1 · price: Gift Read SEC document |
| February 12, 2018 Filed Feb 13, 2018 22:18 UTC | SMITH A O CORP AOS · Entity 3642 | GrantEmployee Stock Options (Right to Buy) · Derivative | 3,870 | $0.00 Strike: $61.76 | $0.00 |
DisclosureSEC source: 0000091142-18-000008 · edgar.xml · derivative · entry 3 Ackerman Patricia K · CIK 0001532645 · VP, Investor Relations & Treas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,280 Underlying: Common Stock · 3,870 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 22:18 UTC | SMITH A O CORP AOS · Entity 3642 | GrantRestricted Stock Units · Derivative | 930 | $0.00 Strike: $61.76 | $0.00 |
DisclosureSEC source: 0000091142-18-000008 · edgar.xml · derivative · entry 2 Ackerman Patricia K · CIK 0001532645 · VP, Investor Relations & Treas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,011 Underlying: Common Stock · 930 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. F3 · balance_after: The Restricted Stock Units that Ms. Ackerman has deferred receive a quarterly dividend pursuant to a dividend reinvestment feature of the A. O. Smith Nonqualified Deferred Compensation Plan. The total amount of dividends received was 147 Restricted Stock Units. Read SEC document |
| September 08, 2017 Filed Feb 13, 2018 22:18 UTC | SMITH A O CORP AOS · Entity 3642 | GiftCommon Stock | 46 | $0.00 | $0.00 |
DisclosureSEC source: 0000091142-18-000008 · edgar.xml · nonDerivative · entry 1 Ackerman Patricia K · CIK 0001532645 · VP, Investor Relations & Treas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,596 F1 · price: Gift Read SEC document |
| March 09, 2017 Filed Mar 10, 2017 20:40 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionEmployee Stock Options (Right to Buy) · Derivative | 5,140 | $0.00 Strike: $23.24 | $0.00 |
DisclosureSEC source: 0000091142-17-000043 · edgar.xml · derivative · entry 5 Ackerman Patricia K · CIK 0001532645 · VP, Investor Relations & Treas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,410 Underlying: Common Stock · 5,140 shares Expires 2024-02-10 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: The employee stock options were granted on 02/10/2014 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. The options became exercisable in three annual installments of 1/3 of the award starting on 02/10/2015. Read SEC document |
| March 09, 2017 Filed Mar 10, 2017 20:40 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionEmployee Stock Options (Right to Buy) · Derivative | 2,266 | $0.00 Strike: $17.46 | $0.00 |
DisclosureSEC source: 0000091142-17-000043 · edgar.xml · derivative · entry 4 Ackerman Patricia K · CIK 0001532645 · VP, Investor Relations & Treas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,550 Underlying: Common Stock · 2,266 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 |
| March 09, 2017 Filed Mar 10, 2017 20:40 UTC | SMITH A O CORP AOS · Entity 3642 | SaleCommon Stock | 7,406 | $49.40 | $365,874.17 |
DisclosureSEC source: 0000091142-17-000043 · edgar.xml · nonDerivative · entry 3 Ackerman Patricia K · CIK 0001532645 · VP, Investor Relations & Treas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,642 Read SEC document |
| March 09, 2017 Filed Mar 10, 2017 20:40 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionCommon Stock | 5,140 | $23.24 | $119,427.90 |
DisclosureSEC source: 0000091142-17-000043 · edgar.xml · nonDerivative · entry 2 Ackerman Patricia K · CIK 0001532645 · VP, Investor Relations & Treas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,048 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 09, 2017 Filed Mar 10, 2017 20:40 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionCommon Stock | 2,266 | $17.46 | $39,568.89 |
DisclosureSEC source: 0000091142-17-000043 · edgar.xml · nonDerivative · entry 1 Ackerman Patricia K · CIK 0001532645 · VP, Investor Relations & Treas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,908 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 21:53 UTC | SMITH A O CORP AOS · Entity 3642 | GrantRestricted Stock Units · Derivative | 1,145 | $0.00 Strike: $50.16 | $0.00 |
DisclosureSEC source: 0000091142-17-000035 · edgar.xml · derivative · entry 2 Ackerman Patricia K · CIK 0001532645 · VP, Investor Relations & Treas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,934 Underlying: Common Stock · 1,145 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 21:53 UTC | SMITH A O CORP AOS · Entity 3642 | GrantEmployee Stock Options (Right to Buy) · Derivative | 4,410 | $0.00 Strike: $50.16 | $0.00 |
DisclosureSEC source: 0000091142-17-000035 · edgar.xml · derivative · entry 1 Ackerman Patricia K · CIK 0001532645 · VP, Investor Relations & Treas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,816 Underlying: Common Stock · 4,410 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 exerciable in three annual installments of 1/3 of the award starting on 02/13/2018. Read SEC document |
| November 22, 2016 Filed Feb 8, 2017 17:33 UTC | SMITH A O CORP AOS · Entity 3642 | GiftCommon | 54 | $0.00 | $0.00 |
DisclosureSEC source: 0000091142-17-000003 · edgar.xml · nonDerivative · entry 1 Ackerman Patricia K · CIK 0001532645 · VP, Investor Relations & Treas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,642 F1 · price: Gift F2 · balance_after: On October 5, 2016, the common stock of A. O. Smith Corporation split 2-for1, resulting in the reporting person's ownership of 848 additional 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.