Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SMITH A O CORPAOS · Entity 3642 | SVP; Pres & General Mngr NAWH | February 13, 2026 | February 17, 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 13, 2026 · Filed February 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,863 |
Reported balance
After 2026-02-13 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-02-13 · Exercise / conversion · Acquired 2,905 · Balance 6,863 F1: 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: Mr. O'Brien 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 59 shares of Common Stock. |
| Common StockSEC Table I · non-derivative | Direct | 5,719 |
Reported balance
After 2026-02-13 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-02-13 · Tax withholding · Disposed 1,144 · Balance 5,719 F3: Shares withheld by A. O. Smith Corporation to satisfy tax withholding requirements on vesting of restricted stock units. |
| Common StockSEC Table I · non-derivative | Direct | 6,510 |
Reported balance
After 2026-02-13 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2026-02-13 · Grant · Acquired 791 · Balance 6,510 F4: Represents vesting of performance stock units at [100%] 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. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2026-02-13 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-02-13 · Exercise / conversion · Disposed 2,905 · Balance 0 F1: 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. F5: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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: Mr. O'Brien 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 59 shares of Common Stock.
F3: Shares withheld by A. O. Smith Corporation to satisfy tax withholding requirements on vesting of restricted stock units.
F4: Represents vesting of performance stock units at [100%] 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.
F5: 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.
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 13, 2026 Filed Feb 17, 2026 19:16 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionRestricted Stock Units · Derivative | 2,905 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000091142-26-000048 · wk-form4_1771355804.xml · derivative · entry 4 O'Brien Stephen D. · CIK 0001920307 · SVP; Pres & General Mngr NAWH 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,905 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. F5 · 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. F5 · 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 19:16 UTC | SMITH A O CORP AOS · Entity 3642 | GrantCommon Stock | 791 | $0.00 | $0.00 |
DisclosureSEC source: 0000091142-26-000048 · wk-form4_1771355804.xml · nonDerivative · entry 3 O'Brien Stephen D. · CIK 0001920307 · SVP; Pres & General Mngr NAWH 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,510 F4 · shares: Represents vesting of performance stock units at [100%] 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 19:16 UTC | SMITH A O CORP AOS · Entity 3642 | Tax withholdingCommon Stock | 1,144 | $0.00 | $0.00 |
DisclosureSEC source: 0000091142-26-000048 · wk-form4_1771355804.xml · nonDerivative · entry 2 O'Brien Stephen D. · CIK 0001920307 · SVP; Pres & General Mngr NAWH 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,719 F3 · shares: Shares withheld by A. O. Smith Corporation to satisfy tax withholding requirements on vesting of restricted stock units. Read SEC document |
| February 13, 2026 Filed Feb 17, 2026 19:16 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionCommon Stock | 2,905 | $0.00 | $0.00 |
DisclosureSEC source: 0000091142-26-000048 · wk-form4_1771355804.xml · nonDerivative · entry 1 O'Brien Stephen D. · CIK 0001920307 · SVP; Pres & General Mngr NAWH 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,863 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. O'Brien 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 59 shares of Common Stock. Read SEC document |
| February 09, 2026 Filed Feb 11, 2026 21:54 UTC | SMITH A O CORP AOS · Entity 3642 | GrantRestricted Stock Units · Derivative | 4,900 | $0.00 | $0.00 |
DisclosureSEC source: 0000091142-26-000024 · wk-form4_1770846869.xml · derivative · entry 1 O'Brien Stephen D. · CIK 0001920307 · SVP; Pres & General Mngr NAWH 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,605 Underlying: Common Stock · 4,900 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 |
| April 01, 2025 Filed Apr 2, 2025 18:59 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionRestricted Stock Units · Derivative | 1,930 | $0.00 | $0.00 |
DisclosureSEC source: 0000091142-25-000051 · wk-form4_1743620391.xml · derivative · entry 3 O'Brien Stephen D. · CIK 0001920307 · SVP; Pres & General Mngr NAWH 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,930 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. F2 · 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 04/01/2022 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 04/01/2025. F3 · derivative.expiration_date: The restricted stock units were granted on 04/01/2022 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 04/01/2025. Read SEC document |
| April 01, 2025 Filed Apr 2, 2025 18:59 UTC | SMITH A O CORP AOS · Entity 3642 | Tax withholdingCommon Stock | 760 | $65.23 | $49,571.00 |
DisclosureSEC source: 0000091142-25-000051 · wk-form4_1743620391.xml · nonDerivative · entry 2 O'Brien Stephen D. · CIK 0001920307 · SVP; Pres & General Mngr NAWH 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,899 Read SEC document |
| April 01, 2025 Filed Apr 2, 2025 18:59 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionCommon Stock | 1,930 | $0.00 | $0.00 |
DisclosureSEC source: 0000091142-25-000051 · wk-form4_1743620391.xml · nonDerivative · entry 1 O'Brien Stephen D. · CIK 0001920307 · SVP; Pres & General Mngr NAWH 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,659 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 · balance_after: Mr. O'Brien 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 11 shares of Common Stock. Read SEC document |
| February 10, 2025 Filed Feb 11, 2025 21:28 UTC | SMITH A O CORP AOS · Entity 3642 | GrantRestricted Stock Units · Derivative | 5,725 | $0.00 | $0.00 |
DisclosureSEC source: 0000091142-25-000018 · wk-form4_1739309329.xml · derivative · entry 4 O'Brien Stephen D. · CIK 0001920307 · SVP; Pres & General Mngr NAWH 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,635 Underlying: Common Stock · 5,725 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of Common Stock. F5 · derivative.exercise_date: The restricted stock units were granted on 02/10/2025 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. The restricted stock units become payable in Common Stock on the vesting date of 02/10/2028. F5 · derivative.expiration_date: The restricted stock units were granted on 02/10/2025 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. The restricted stock units become payable in Common Stock on the vesting date of 02/10/2028. Read SEC document |
| February 07, 2025 Filed Feb 11, 2025 21:28 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionRestricted Stock Units · Derivative | 1,110 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000091142-25-000018 · wk-form4_1739309329.xml · derivative · entry 3 O'Brien Stephen D. · CIK 0001920307 · SVP; Pres & General Mngr NAWH 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,110 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of Common Stock. F4 · derivative.exercise_date: The restricted stock units were granted on 02/07/2022 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. The restricted stock units become payable in Common Stock on the vesting date of 02/07/2025. F4 · derivative.expiration_date: The restricted stock units were granted on 02/07/2022 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. The restricted stock units become payable in Common Stock on the vesting date of 02/07/2025. Read SEC document |
| February 07, 2025 Filed Feb 11, 2025 21:28 UTC | SMITH A O CORP AOS · Entity 3642 | Tax withholdingCommon Stock | 496 | $65.65 | $32,562.40 |
DisclosureSEC source: 0000091142-25-000018 · wk-form4_1739309329.xml · nonDerivative · entry 2 O'Brien Stephen D. · CIK 0001920307 · SVP; Pres & General Mngr NAWH 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,718 F3 · shares: Shares withheld by A. O. Smith Corporation to satisfy tax withholding requirements on vesting of restricted stock units. Read SEC document |
| February 07, 2025 Filed Feb 11, 2025 21:28 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionCommon Stock | 1,110 | $0.00 | $0.00 |
DisclosureSEC source: 0000091142-25-000018 · wk-form4_1739309329.xml · nonDerivative · entry 1 O'Brien Stephen D. · CIK 0001920307 · SVP; Pres & General Mngr NAWH 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,214 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents the right to receive, at settlement, one share of Common Stock. F2 · balance_after: Stephen O'Brien 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 9 shares of Common Stock. Read SEC document |
| August 16, 2024 Filed Aug 19, 2024 17:22 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionRestricted Stock Units · Derivative | 3,455 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000091142-24-000164 · wk-form4_1724088160.xml · derivative · entry 3 O'Brien Stephen D. · CIK 0001920307 · SVP; Pres & General Mngr NAWH 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,455 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. F2 · derivative.exercise_date: The restricted stock units were granted on 08/16/2021 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 08/16/2024. F2 · derivative.expiration_date: The restricted stock units were granted on 08/16/2021 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 08/16/2024. Read SEC document |
| August 16, 2024 Filed Aug 19, 2024 17:22 UTC | SMITH A O CORP AOS · Entity 3642 | Tax withholdingCommon Stock | 1,360 | $79.98 | $108,766.00 |
DisclosureSEC source: 0000091142-24-000164 · wk-form4_1724088160.xml · nonDerivative · entry 2 O'Brien Stephen D. · CIK 0001920307 · SVP; Pres & General Mngr NAWH 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,095 Read SEC document |
| August 16, 2024 Filed Aug 19, 2024 17:22 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionCommon Stock | 3,455 | $0.00 | $0.00 |
DisclosureSEC source: 0000091142-24-000164 · wk-form4_1724088160.xml · nonDerivative · entry 1 O'Brien Stephen D. · CIK 0001920307 · SVP; Pres & General Mngr NAWH 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,455 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 22:11 UTC | SMITH A O CORP AOS · Entity 3642 | GrantRestricted Stock Units · Derivative | 4,075 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000091142-24-000068 · wk-form4_1707948663.xml · derivative · entry 1 O'Brien Stephen D. · CIK 0001920307 · SVP; President, Lochinvar, LLC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,475 Underlying: Common Stock · 4,075 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 13, 2023 Filed Feb 15, 2023 20:46 UTC | SMITH A O CORP AOS · Entity 3642 | GrantRestricted Stock Units · Derivative | 2,905 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000091142-23-000031 · wf-form4_167649395104272.xml · derivative · entry 1 O'Brien Stephen D. · CIK 0001920307 · SVP; President, Lochinvar, LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,400 Underlying: Common Stock · 2,905 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.