person · Reporting owner
Scheppele Stephanie Melissa
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SMITH A O CORPAOS · Entity 3642 | SVP - CIO | February 07, 2025 | February 11, 2025 |
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 07, 2025 · Filed February 11, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,309 |
Ending reported balance
After 2025-02-07 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-02-07 · Exercise / conversion · Acquired 1,535 · Balance 3,995 F1: Each restricted stock unit represents the right to receive, at settlement, one share of Common Stock. Row 2 · 2025-02-07 · Tax withholding · Disposed 686 · Balance 3,309 F2: Shares withheld by A. O. Smith Corporation to satisfy tax withholding requirements on vesting of restricted stock units. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2025-02-07 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-02-07 · Exercise / conversion · Disposed 1,535 · Balance 0 F1: Each restricted stock unit represents the right to receive, at settlement, one share of Common Stock. F3: 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. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 8,530 |
Reported balance
After 2025-02-10 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-02-10 · Grant · Acquired 3,205 · Balance 8,530 F1: Each restricted stock unit represents the right to receive, at settlement, one share of Common Stock. F4: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents the right to receive, at settlement, one share of Common Stock.
F2: Shares withheld by A. O. Smith Corporation to satisfy tax withholding requirements on vesting of restricted stock units.
F3: 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: 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.
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 10, 2025 Filed Feb 11, 2025 21:35 UTC | SMITH A O CORP AOS · Entity 3642 | GrantRestricted Stock Units · Derivative | 3,205 | $0.00 | $0.00 |
DisclosureSEC source: 0000091142-25-000025 · wk-form4_1739309720.xml · derivative · entry 4 Scheppele Stephanie Melissa · CIK 0001822560 · SVP - CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,530 Underlying: Common Stock · 3,205 shares Expires not disclosed 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 02/10/2025 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 21:35 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionRestricted Stock Units · Derivative | 1,535 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000091142-25-000025 · wk-form4_1739309720.xml · derivative · entry 3 Scheppele Stephanie Melissa · CIK 0001822560 · SVP - CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,535 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. 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 21:35 UTC | SMITH A O CORP AOS · Entity 3642 | Tax withholdingCommon Stock | 686 | $65.65 | $45,035.90 |
DisclosureSEC source: 0000091142-25-000025 · wk-form4_1739309720.xml · nonDerivative · entry 2 Scheppele Stephanie Melissa · CIK 0001822560 · SVP - CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,309 F2 · 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 21:35 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionCommon Stock | 1,535 | $0.00 | $0.00 |
DisclosureSEC source: 0000091142-25-000025 · wk-form4_1739309720.xml · nonDerivative · entry 1 Scheppele Stephanie Melissa · CIK 0001822560 · SVP - CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,995 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. Read SEC document |
| February 12, 2024 Filed Feb 14, 2024 22:09 UTC | SMITH A O CORP AOS · Entity 3642 | GrantRestricted Stock Units · Derivative | 2,470 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000091142-24-000063 · wk-form4_1707948514.xml · derivative · entry 1 Scheppele Stephanie Melissa · CIK 0001822560 · SVP - CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,860 Underlying: Common Stock · 2,470 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 22:31 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionRestricted Stock Units · Derivative | 1,630 | $0.00 | $0.00 |
DisclosureSEC source: 0000091142-24-000035 · wk-form4_1707517857.xml · derivative · entry 3 Scheppele Stephanie Melissa · CIK 0001822560 · SVP - CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,630 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_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 become payable in Common Stock on the vesting date of 02/08/2024. F3 · 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. F3 · 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. F4 · balance_after: Stephanie Melissa Scheppele beneficially owns 4,390 restricted stock units that have not yet vested. Read SEC document |
| February 08, 2024 Filed Feb 9, 2024 22:31 UTC | SMITH A O CORP AOS · Entity 3642 | Tax withholdingCommon Stock | 728 | $80.28 | $58,440.20 |
DisclosureSEC source: 0000091142-24-000035 · wk-form4_1707517857.xml · nonDerivative · entry 2 Scheppele Stephanie Melissa · CIK 0001822560 · SVP - CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,460 F2 · 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 22:31 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionCommon Stock | 1,630 | $0.00 | $0.00 |
DisclosureSEC source: 0000091142-24-000035 · wk-form4_1707517857.xml · nonDerivative · entry 1 Scheppele Stephanie Melissa · CIK 0001822560 · SVP - CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,188 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 |
| July 13, 2023 Filed Jul 17, 2023 13:56 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionRestricted Stock Units · Derivative | 2,570 | $0.00 | $0.00 |
DisclosureSEC source: 0000091142-23-000076 · wk-form4_1689602188.xml · derivative · entry 3 Scheppele Stephanie Melissa · CIK 0001822560 · SVP - CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,570 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. F3 · derivative.exercise_date: The restricted stock units were granted on 07/13/2020 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. The restricted stock units became payable date of 07/13/2023. F3 · derivative.expiration_date: The restricted stock units were granted on 07/13/2020 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. The restricted stock units became payable date of 07/13/2023. F4 · balance_after: Stephanie Melissa Scheppele beneficially has 6,020 restricted stock units that have not yet vested. Read SEC document |
| July 13, 2023 Filed Jul 17, 2023 13:56 UTC | SMITH A O CORP AOS · Entity 3642 | Tax withholdingCommon Stock | 1,012 | $73.33 | $74,204.90 |
DisclosureSEC source: 0000091142-23-000076 · wk-form4_1689602188.xml · nonDerivative · entry 2 Scheppele Stephanie Melissa · CIK 0001822560 · SVP - CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,558 F2 · shares: Shares withheld by A. O. Smith Corporation to satisfy tax withholding requirements on vesting of restricted stock units. Read SEC document |
| July 13, 2023 Filed Jul 17, 2023 13:56 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionCommon Stock | 2,570 | $0.00 | $0.00 |
DisclosureSEC source: 0000091142-23-000076 · wk-form4_1689602188.xml · nonDerivative · entry 1 Scheppele Stephanie Melissa · CIK 0001822560 · SVP - CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,570 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. Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 20:45 UTC | SMITH A O CORP AOS · Entity 3642 | GrantRestricted Stock Units · Derivative | 2,855 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000091142-23-000029 · wf-form4_167649391601201.xml · derivative · entry 1 Scheppele Stephanie Melissa · CIK 0001822560 · SVP - CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,590 Underlying: Common Stock · 2,855 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 07, 2022 Filed Feb 9, 2022 19:52 UTC | SMITH A O CORP AOS · Entity 3642 | GrantRestricted Stock Units · Derivative | 1,535 | $0.00 Strike: $74.27 | $0.00 |
DisclosureSEC source: 0000091142-22-000021 · wf-form4_164443633525271.xml · derivative · entry 2 Scheppele Stephanie Melissa · CIK 0001822560 · SVP - CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,735 Underlying: Common Stock · 1,535 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 19:52 UTC | SMITH A O CORP AOS · Entity 3642 | GrantEmployee Stock Options (Right to Buy) · Derivative | 6,470 | $0.00 Strike: $74.27 | $0.00 |
DisclosureSEC source: 0000091142-22-000021 · wf-form4_164443633525271.xml · derivative · entry 1 Scheppele Stephanie Melissa · CIK 0001822560 · SVP - CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,745 Underlying: Common Stock · 6,470 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 |
| February 08, 2021 Filed Feb 10, 2021 21:57 UTC | SMITH A O CORP AOS · Entity 3642 | GrantRestricted Stock Units · Derivative | 1,630 | $0.00 Strike: $60.82 | $0.00 |
DisclosureSEC source: 0000091142-21-000016 · edgar.xml · derivative · entry 2 Scheppele Stephanie Melissa · CIK 0001822560 · SVP - CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,200 Underlying: Common Stock · 1,630 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. Read SEC document |
| February 08, 2021 Filed Feb 10, 2021 21:57 UTC | SMITH A O CORP AOS · Entity 3642 | GrantEmployee Stock Options (Right to Buy) · Derivative | 7,065 | $0.00 Strike: $60.82 | $0.00 |
DisclosureSEC source: 0000091142-21-000016 · edgar.xml · derivative · entry 1 Scheppele Stephanie Melissa · CIK 0001822560 · SVP - CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,275 Underlying: Common Stock · 7,065 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 exercisable in three annual installments of 1/3 of the award starting on 02/08/2022. 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.