Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SMITH A O CORPAOS · Entity 3642 | SVP - Global Operations | February 23, 2026 | February 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,713 |
Reported balance
After 2026-02-23 transaction · row 1
1 source rowRow 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
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 23, 2026 Filed Feb 24, 2026 15:32 UTC | SMITH A O CORP AOS · Entity 3642 | GiftCommon Stock | 1,144 | Not disclosed | Not disclosed |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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 Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. 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.