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Carver Samuel M.

Disclosed activity across 1 company

Tapewire entity
65096
SEC CIK
0001854336

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
SMITH A O CORPAOS · Entity 3642SVP - Global OperationsFebruary 23, 2026February 24, 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 February 23, 2026 · Filed February 24, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect2,713 Reported balance After 2026-02-23 transaction · row 1
1 source row

Row 1 · 2026-02-23 · Gift · Disposed 1,144 · Balance 2,713

F1: Bona fide gift.

Filing footnotes · ownership attribution and instrument terms

F1: Bona fide gift.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
February 23, 2026 Filed Feb 24, 2026 15:32 UTC SMITH A O CORP AOS · Entity 3642 GiftCommon Stock 1,144 Not disclosed Not disclosed
Disclosure

SEC source: 0000091142-26-000060 · wk-form4_1771947144.xml · nonDerivative · entry 1

Carver Samuel M. · CIK 0001854336 · SVP - Global Operations

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,713

F1 · price: Bona fide gift.

Read SEC document
February 13, 2026 Filed Feb 17, 2026 19:01 UTC SMITH A O CORP AOS · Entity 3642 Exercise / conversionRestricted Stock Units · Derivative 2,605 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000091142-26-000040 · wk-form4_1771354866.xml · derivative · entry 4

Carver Samuel M. · CIK 0001854336 · SVP - Global Operations

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,605 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 19:01 UTC SMITH A O CORP AOS · Entity 3642 GrantCommon Stock 709 $79.89 $56,638.47
Disclosure

SEC source: 0000091142-26-000040 · wk-form4_1771354866.xml · nonDerivative · entry 3

Carver Samuel M. · CIK 0001854336 · SVP - Global Operations

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,857

F3 · shares: Represents vesting of performance stock units at 150% of the target award amount and conversion to shares of A. O. Smith Corporation's Common Stock upon achievement of performance criteria for the 2023 - 2025 performance period.

Read SEC document
February 13, 2026 Filed Feb 17, 2026 19:01 UTC SMITH A O CORP AOS · Entity 3642 Tax withholdingCommon Stock 1,026 $79.89 $81,962.01
Disclosure

SEC source: 0000091142-26-000040 · wk-form4_1771354866.xml · nonDerivative · entry 2

Carver Samuel M. · CIK 0001854336 · SVP - Global Operations

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,148

F2 · 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 19:01 UTC SMITH A O CORP AOS · Entity 3642 Exercise / conversionCommon Stock 2,605 $0.00 $0.00
Disclosure

SEC source: 0000091142-26-000040 · wk-form4_1771354866.xml · nonDerivative · entry 1

Carver Samuel M. · CIK 0001854336 · SVP - Global Operations

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,174

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. This transaction represents the settlement of restricted stock units in shares of Common Stock on their scheduled vesting date.

Read SEC document
February 09, 2026 Filed Feb 11, 2026 21:40 UTC SMITH A O CORP AOS · Entity 3642 GrantRestricted Stock Units · Derivative 2,560 $0.00 $0.00
Disclosure

SEC source: 0000091142-26-000010 · wk-form4_1770846053.xml · derivative · entry 1

Carver Samuel M. · CIK 0001854336 · SVP - Global Operations

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,525

Underlying: Common Stock · 2,560 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 27, 2025 Filed Feb 27, 2025 20:36 UTC SMITH A O CORP AOS · Entity 3642 SaleCommon Stock 3,460.352 $66.51 $230,144.21
Disclosure

SEC source: 0000091142-25-000046 · wk-form4_1740688592.xml · nonDerivative · entry 1

Carver Samuel M. · CIK 0001854336 · SVP - Global Operations

10b5-1 filing: No plan indicated

Ownership: Indirect · 401(k)

Disclosed balance after: 0

Read SEC document
February 21, 2025 Filed Feb 24, 2025 20:31 UTC SMITH A O CORP AOS · Entity 3642 GiftCommon Stock 369 $0.00 $0.00
Disclosure

SEC source: 0000091142-25-000038 · wk-form4_1740429087.xml · nonDerivative · entry 1

Carver Samuel M. · CIK 0001854336 · SVP - Global Operations

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,569

F1 · price: Bona fide gift.

Read SEC document
February 10, 2025 Filed Feb 11, 2025 21:10 UTC SMITH A O CORP AOS · Entity 3642 GrantRestricted Stock Units · Derivative 3,015 $0.00 $0.00
Disclosure

SEC source: 0000091142-25-000008 · wk-form4_1739308202.xml · derivative · entry 4

Carver Samuel M. · CIK 0001854336 · SVP - Global Operations

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,965

Underlying: Common Stock · 3,015 shares

Expires not disclosed

F2 · 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 02/10/2025 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.

F4 · 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 21:10 UTC SMITH A O CORP AOS · Entity 3642 Exercise / conversionRestricted Stock Units · Derivative 1,335 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000091142-25-000008 · wk-form4_1739308202.xml · derivative · entry 3

Carver Samuel M. · CIK 0001854336 · SVP - Global Operations

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,335 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: Each restricted stock unit represents the right to receive, at settlement, one share of Common Stock.

F3 · 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.

F3 · 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 21:10 UTC SMITH A O CORP AOS · Entity 3642 Tax withholdingCommon Stock 597 $65.65 $39,193.05
Disclosure

SEC source: 0000091142-25-000008 · wk-form4_1739308202.xml · nonDerivative · entry 2

Carver Samuel M. · CIK 0001854336 · SVP - Global Operations

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,938

F1 · 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 21:10 UTC SMITH A O CORP AOS · Entity 3642 Exercise / conversionCommon Stock 1,335 $0.00 $0.00
Disclosure

SEC source: 0000091142-25-000008 · wk-form4_1739308202.xml · nonDerivative · entry 1

Carver Samuel M. · CIK 0001854336 · SVP - Global Operations

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,535

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 14, 2024 Filed Nov 15, 2024 19:39 UTC SMITH A O CORP AOS · Entity 3642 GiftCommon Stock 1,199 $0.00 $0.00
Disclosure

SEC source: 0000091142-24-000175 · wk-form4_1731699569.xml · nonDerivative · entry 1

Carver Samuel M. · CIK 0001854336 · SVP - Global Operations

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,200

F1 · price: Gift

Read SEC document
August 07, 2024 Filed Aug 8, 2024 15:14 UTC SMITH A O CORP AOS · Entity 3642 Exercise / conversionEmployee Stock Options (Right to Buy) · Derivative 3,755 $0.00 Strike: $50.16 $0.00
Disclosure

SEC source: 0000091142-24-000162 · wk-form4_1723130059.xml · derivative · entry 7

Carver Samuel M. · CIK 0001854336 · SVP - Global Operations

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 3,755 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.

F4 · 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 became exercisable in three annual installments of 1/3 of the award starting on 02/13/2018.

F4 · derivative.expiration_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 became exercisable in three annual installments of 1/3 of the award starting on 02/13/2018.

Read SEC document
August 07, 2024 Filed Aug 8, 2024 15:14 UTC SMITH A O CORP AOS · Entity 3642 Exercise / conversionEmployee Stock Options (Right to Buy) · Derivative 5,710 $0.00 Strike: $31.67 $0.00
Disclosure

SEC source: 0000091142-24-000162 · wk-form4_1723130059.xml · derivative · entry 6

Carver Samuel M. · CIK 0001854336 · SVP - Global Operations

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 5,710 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.

F3 · 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 02/10/2017.

F3 · derivative.expiration_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 02/10/2017.

Read SEC document
August 07, 2024 Filed Aug 8, 2024 15:14 UTC SMITH A O CORP AOS · Entity 3642 Exercise / conversionEmployee Stock Options (Right to Buy) · Derivative 5,240 $0.00 Strike: $30.77 $0.00
Disclosure

SEC source: 0000091142-24-000162 · wk-form4_1723130059.xml · derivative · entry 5

Carver Samuel M. · CIK 0001854336 · SVP - Global Operations

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 5,240 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: 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.

F2 · derivative.expiration_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
August 07, 2024 Filed Aug 8, 2024 15:14 UTC SMITH A O CORP AOS · Entity 3642 SaleCommon Stock 14,705 $81.00 $1,191,146.17
Disclosure

SEC source: 0000091142-24-000162 · wk-form4_1723130059.xml · nonDerivative · entry 4

Carver Samuel M. · CIK 0001854336 · SVP - Global Operations

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,399

F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $80.98 to $81.11. 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
August 07, 2024 Filed Aug 8, 2024 15:14 UTC SMITH A O CORP AOS · Entity 3642 Exercise / conversionCommon Stock 3,755 $50.16 $188,350.80
Disclosure

SEC source: 0000091142-24-000162 · wk-form4_1723130059.xml · nonDerivative · entry 3

Carver Samuel M. · CIK 0001854336 · SVP - Global Operations

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,104

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
August 07, 2024 Filed Aug 8, 2024 15:14 UTC SMITH A O CORP AOS · Entity 3642 Exercise / conversionCommon Stock 5,710 $31.67 $180,835.70
Disclosure

SEC source: 0000091142-24-000162 · wk-form4_1723130059.xml · nonDerivative · entry 2

Carver Samuel M. · CIK 0001854336 · SVP - Global Operations

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,349

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
August 07, 2024 Filed Aug 8, 2024 15:14 UTC SMITH A O CORP AOS · Entity 3642 Exercise / conversionCommon Stock 5,240 $30.77 $161,208.60
Disclosure

SEC source: 0000091142-24-000162 · wk-form4_1723130059.xml · nonDerivative · entry 1

Carver Samuel M. · CIK 0001854336 · SVP - Global Operations

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,639

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 12, 2024 Filed Feb 14, 2024 22:08 UTC SMITH A O CORP AOS · Entity 3642 GrantRestricted Stock Units · Derivative 2,345 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000091142-24-000062 · wk-form4_1707948488.xml · derivative · entry 1

Carver Samuel M. · CIK 0001854336 · SVP - Global Operations

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,285

Underlying: Common Stock · 2,345 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 02/12/2024 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. The restricted stock units become payable in Common Stock on the vesting date of 02/12/2027.

F2 · derivative.expiration_date: The restricted stock units were granted on 02/12/2024 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. The restricted stock units become payable in Common Stock on the vesting date of 02/12/2027.

Read SEC document
February 08, 2024 Filed Feb 9, 2024 22:22 UTC SMITH A O CORP AOS · Entity 3642 Exercise / conversionRestricted Stock Units · Derivative 1,085 $0.00 $0.00
Disclosure

SEC source: 0000091142-24-000023 · wk-form4_1707517310.xml · derivative · entry 3

Carver Samuel M. · CIK 0001854336 · SVP - Global Operations

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,085 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.

F4 · derivative.exercise_price: 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 became payable on the vesting date of 02/08/2024.

F4 · 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 became payable on the vesting date of 02/08/2024.

F4 · 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 became payable on the vesting date of 02/08/2024.

F5 · balance_after: Samuel Carver beneficially owns 3,940 restricted stock units that have not yet vested.

Read SEC document
February 08, 2024 Filed Feb 9, 2024 22:22 UTC SMITH A O CORP AOS · Entity 3642 Tax withholdingCommon Stock 485 $80.28 $38,933.38
Disclosure

SEC source: 0000091142-24-000023 · wk-form4_1707517310.xml · nonDerivative · entry 2

Carver Samuel M. · CIK 0001854336 · SVP - Global Operations

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,399

F3 · shares: Shares withheld by A. O. Smith Corporation to satisfy tax withholding requirements on vesting of restricted stock units.

Read SEC document
February 08, 2024 Filed Feb 9, 2024 22:22 UTC SMITH A O CORP AOS · Entity 3642 Exercise / conversionCommon Stock 1,085 $0.00 $0.00
Disclosure

SEC source: 0000091142-24-000023 · wk-form4_1707517310.xml · nonDerivative · entry 1

Carver Samuel M. · CIK 0001854336 · SVP - Global Operations

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,884

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. Carver 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 6 shares of Common Stock.

Read SEC document
February 13, 2023 Filed Feb 15, 2023 20:46 UTC SMITH A O CORP AOS · Entity 3642 GrantRestricted Stock Units · Derivative 2,605 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000091142-23-000033 · wf-form4_167649398482218.xml · derivative · entry 1

Carver Samuel M. · CIK 0001854336 · SVP - Global Operations

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,025

Underlying: Common Stock · 2,605 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 02/13/2023 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 02/13/2026.

F2 · 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 become payable in Common Stock on the vesting date of 02/13/2026.

Read SEC document
February 10, 2023 Filed Feb 14, 2023 17:17 UTC SMITH A O CORP AOS · Entity 3642 Exercise / conversionRestricted Stock Units · Derivative 1,155 $0.00 $0.00
Disclosure

SEC source: 0000091142-23-000011 · wf-form4_167639503149104.xml · derivative · entry 3

Carver Samuel M. · CIK 0001854336 · SVP - Global Operations

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,420

Underlying: Common Stock · 1,155 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.

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.

Read SEC document
February 10, 2023 Filed Feb 14, 2023 17:17 UTC SMITH A O CORP AOS · Entity 3642 Tax withholdingCommon Stock 516 $65.80 $33,952.80
Disclosure

SEC source: 0000091142-23-000011 · wf-form4_167639503149104.xml · nonDerivative · entry 2

Carver Samuel M. · CIK 0001854336 · SVP - Global Operations

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,793

F2 · security: Shares withheld by A. O. Smith Corporation to satisfy tax withholding requirements on vesting of restricted stock units.

Read SEC document
February 10, 2023 Filed Feb 14, 2023 17:17 UTC SMITH A O CORP AOS · Entity 3642 Exercise / conversionCommon Stock 1,155 $0.00 $0.00
Disclosure

SEC source: 0000091142-23-000011 · wf-form4_167639503149104.xml · nonDerivative · entry 1

Carver Samuel M. · CIK 0001854336 · SVP - Global Operations

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,309

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. This transaction represents the settlement of restricted stock units in shares of Common Stock on their scheduled vesting date.

Read SEC document
February 03, 2023 Filed Feb 6, 2023 19:03 UTC SMITH A O CORP AOS · Entity 3642 SaleCommon Stock 4,000 $69.65 $278,603.20
Disclosure

SEC source: 0000091142-23-000006 · wf-form4_167571021743729.xml · nonDerivative · entry 1

Carver Samuel M. · CIK 0001854336 · SVP - Global Operations

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,154

F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $69.50 to $69.87. 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. Carver 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
May 03, 2022 Filed May 3, 2022 20:15 UTC SMITH A O CORP AOS · Entity 3642 SaleCommon Stock 2,000 $59.57 $119,140.20
Disclosure

SEC source: 0000091142-22-000069 · wf-form4_165160889281202.xml · nonDerivative · entry 1

Carver Samuel M. · CIK 0001854336 · SVP - Global Operations

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,144

Read SEC document
February 11, 2022 Filed Feb 15, 2022 20:11 UTC SMITH A O CORP AOS · Entity 3642 Exercise / conversionRestricted Stock Units · Derivative 990 $0.00 Strike: $71.72 $0.00
Disclosure

SEC source: 0000091142-22-000039 · wf-form4_164495586988906.xml · derivative · entry 3

Carver Samuel M. · CIK 0001854336 · SVP - Global Operations

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,575

Underlying: Common Stock · 990 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.

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February 11, 2022 Filed Feb 15, 2022 20:11 UTC SMITH A O CORP AOS · Entity 3642 Tax withholdingCommon Stock 242 $71.72 $17,355.03
Disclosure

SEC source: 0000091142-22-000039 · wf-form4_164495586988906.xml · nonDerivative · entry 2

Carver Samuel M. · CIK 0001854336 · SVP - Global Operations

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,144

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February 11, 2022 Filed Feb 15, 2022 20:11 UTC SMITH A O CORP AOS · Entity 3642 Exercise / conversionCommon Stock 990 $71.72 $70,997.85
Disclosure

SEC source: 0000091142-22-000039 · wf-form4_164495586988906.xml · nonDerivative · entry 1

Carver Samuel M. · CIK 0001854336 · SVP - Global Operations

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,386

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.

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February 07, 2022 Filed Feb 9, 2022 19:49 UTC SMITH A O CORP AOS · Entity 3642 GrantRestricted Stock Units · Derivative 1,335 $0.00 Strike: $74.27 $0.00
Disclosure

SEC source: 0000091142-22-000013 · wf-form4_164443618431058.xml · derivative · entry 2

Carver Samuel M. · CIK 0001854336 · SVP - Global Operations

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,565

Underlying: Common Stock · 1,335 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.

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February 07, 2022 Filed Feb 9, 2022 19:49 UTC SMITH A O CORP AOS · Entity 3642 GrantEmployee Stock Options (Right to Buy) · Derivative 5,625 $0.00 Strike: $74.27 $0.00
Disclosure

SEC source: 0000091142-22-000013 · wf-form4_164443618431058.xml · derivative · entry 1

Carver Samuel M. · CIK 0001854336 · SVP - Global Operations

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 38,880

Underlying: Common Stock · 5,625 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.

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November 15, 2021 Filed Nov 15, 2021 21:28 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
Disclosure

SEC source: 0000091142-21-000151 · wf-form4_163701166221624.xml · derivative · entry 3

Carver Samuel M. · CIK 0001854336 · SVP - Global Operations

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,255

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 become exercisable in three annual installments of 1/3 of the award starting on 02/10/2015.

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November 15, 2021 Filed Nov 15, 2021 21:28 UTC SMITH A O CORP AOS · Entity 3642 SaleCommon Stock 5,140 $81.33 $418,026.43
Disclosure

SEC source: 0000091142-21-000151 · wf-form4_163701166221624.xml · nonDerivative · entry 2

Carver Samuel M. · CIK 0001854336 · SVP - Global Operations

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,396

F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $81.09 to $81.53. 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.

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November 15, 2021 Filed Nov 15, 2021 21:28 UTC SMITH A O CORP AOS · Entity 3642 Exercise / conversionCommon Stock 5,140 $23.24 $119,427.90
Disclosure

SEC source: 0000091142-21-000151 · wf-form4_163701166221624.xml · nonDerivative · entry 1

Carver Samuel M. · CIK 0001854336 · SVP - Global Operations

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,536

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.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.