Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SMITH A O CORPAOS · Entity 3642 | Director | February 07, 2024 | February 08, 2024 |
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, 2024 · Filed February 08, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 45,140 |
Ending reported balance
After 2024-02-07 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-02-07 · Sale · Disposed 814 · Balance 46,140 Row 2 · 2024-02-07 · Gift · Disposed 1,000 · Balance 45,140 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 07, 2024 Filed Feb 8, 2024 17:48 UTC | SMITH A O CORP AOS · Entity 3642 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000091142-24-000008 · wk-form4_1707414486.xml · nonDerivative · entry 2 WOLF IDELLE K · CIK 0001196442 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,140 F1 · price: Bona fide gift. Read SEC document |
| February 07, 2024 Filed Feb 8, 2024 17:48 UTC | SMITH A O CORP AOS · Entity 3642 | SaleCommon Stock | 814 | $80.00 | $65,120.00 |
DisclosureSEC source: 0000091142-24-000008 · wk-form4_1707414486.xml · nonDerivative · entry 1 WOLF IDELLE K · CIK 0001196442 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,140 Read SEC document |
| November 17, 2023 Filed Nov 17, 2023 22:06 UTC | SMITH A O CORP AOS · Entity 3642 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000091142-23-000116 · wk-form4_1700258805.xml · nonDerivative · entry 2 WOLF IDELLE K · CIK 0001196442 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,954 F1 · price: Gift Read SEC document |
| November 17, 2023 Filed Nov 17, 2023 22:06 UTC | SMITH A O CORP AOS · Entity 3642 | SaleCommon Stock | 1,000 | $76.16 | $76,156.20 |
DisclosureSEC source: 0000091142-23-000116 · wk-form4_1700258805.xml · nonDerivative · entry 1 WOLF IDELLE K · CIK 0001196442 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,954 Read SEC document |
| August 04, 2023 Filed Aug 7, 2023 15:39 UTC | SMITH A O CORP AOS · Entity 3642 | GiftCommon Stock | 1,268 | $0.00 | $0.00 |
DisclosureSEC source: 0000091142-23-000083 · wk-form4_1691422763.xml · nonDerivative · entry 2 WOLF IDELLE K · CIK 0001196442 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,954 F1 · price: Gift Read SEC document |
| August 04, 2023 Filed Aug 7, 2023 15:39 UTC | SMITH A O CORP AOS · Entity 3642 | SaleCommon Stock | 1,142 | $72.77 | $83,102.65 |
DisclosureSEC source: 0000091142-23-000083 · wk-form4_1691422763.xml · nonDerivative · entry 1 WOLF IDELLE K · CIK 0001196442 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,222 Read SEC document |
| April 11, 2023 Filed Apr 13, 2023 16:38 UTC | SMITH A O CORP AOS · Entity 3642 | GrantCommon Stock | 2,126 | $65.86 | $140,018.36 |
DisclosureSEC source: 0000091142-23-000052 · wf-form4_168140390435592.xml · nonDerivative · entry 1 WOLF IDELLE K · CIK 0001196442 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,364 F1 · shares: Payment of retainer in stock under the A. O. Smith Corporation directors' compensation program based on the average of the high and low price of Common Stock on April 11, 2023. Read SEC document |
| April 12, 2022 Filed Apr 13, 2022 19:04 UTC | SMITH A O CORP AOS · Entity 3642 | GrantCommon Stock | 2,160 | $64.82 | $140,011.20 |
DisclosureSEC source: 0000091142-22-000051 · wf-form4_164987664288426.xml · nonDerivative · entry 1 WOLF IDELLE K · CIK 0001196442 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,238 F1 · shares: Payment of retainer in stock under the A. O. Smith Corporation directors' compensation program based on the average of the high and low price of Common Stock on April 12, 2022. Read SEC document |
| November 12, 2021 Filed Nov 12, 2021 22:10 UTC | SMITH A O CORP AOS · Entity 3642 | SaleCommon Stock | 1,157 | $81.24 | $93,994.68 |
DisclosureSEC source: 0000091142-21-000150 · wf-form4_163675496300636.xml · nonDerivative · entry 1 WOLF IDELLE K · CIK 0001196442 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,078 Read SEC document |
| November 02, 2021 Filed Nov 3, 2021 20:28 UTC | SMITH A O CORP AOS · Entity 3642 | SaleCommon Stock | 1,500 | $78.13 | $117,194.40 |
DisclosureSEC source: 0000091142-21-000147 · wf-form4_163597127768932.xml · nonDerivative · entry 1 WOLF IDELLE K · CIK 0001196442 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,235 Read SEC document |
| November 01, 2021 Filed Nov 1, 2021 20:34 UTC | SMITH A O CORP AOS · Entity 3642 | SaleCommon Stock | 1,000 | $74.78 | $74,781.60 |
DisclosureSEC source: 0000091142-21-000145 · wf-form4_163579883814175.xml · nonDerivative · entry 3 WOLF IDELLE K · CIK 0001196442 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,735 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $74.7767 to $74.7796. 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 |
| September 28, 2021 Filed Nov 1, 2021 20:34 UTC | SMITH A O CORP AOS · Entity 3642 | GiftCommon Stock | 45,014 | $0.00 | $0.00 |
DisclosureSEC source: 0000091142-21-000145 · wf-form4_163579883814175.xml · nonDerivative · entry 2 WOLF IDELLE K · CIK 0001196442 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,735 Read SEC document |
| September 28, 2021 Filed Nov 1, 2021 20:34 UTC | SMITH A O CORP AOS · Entity 3642 | GiftCommon Stock | 45,014 | $0.00 | $0.00 |
DisclosureSEC source: 0000091142-21-000145 · wf-form4_163579883814175.xml · nonDerivative · entry 1 WOLF IDELLE K · CIK 0001196442 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held in her spouse's revocable trust. Disclosed balance after: 0 Read SEC document |
| July 12, 2021 Filed Jul 14, 2021 19:02 UTC | SMITH A O CORP AOS · Entity 3642 | GrantCommon Stock | 142 | $70.86 | $10,061.41 |
DisclosureSEC source: 0000091142-21-000114 · edgar.xml · nonDerivative · entry 2 WOLF IDELLE K · CIK 0001196442 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,721 F1 · shares: Payment of retainer in stock under the A. O. Smith Corporation Directors' Compensation Plan based on the average of the high and low price of Common Stock on July 12, 2021. Read SEC document |
| June 02, 2021 Filed Jun 3, 2021 20:33 UTC | SMITH A O CORP AOS · Entity 3642 | SaleCommon Stock | 1,985 | $71.35 | $141,629.55 |
DisclosureSEC source: 0000091142-21-000100 · edgar.xml · nonDerivative · entry 1 WOLF IDELLE K · CIK 0001196442 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,579 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $71.3498 to $71.3500. 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 |
| May 04, 2021 Filed May 5, 2021 13:29 UTC | SMITH A O CORP AOS · Entity 3642 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-009049 · doc1.xml · nonDerivative · entry 2 WOLF IDELLE K · CIK 0001196442 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held in her spouse's revocable trust. Disclosed balance after: 45,014 F2 · price: Gift Read SEC document |
| May 04, 2021 Filed May 5, 2021 13:29 UTC | SMITH A O CORP AOS · Entity 3642 | SaleCommon Stock | 2,000 | $71.48 | $142,966.00 |
DisclosureSEC source: 0001567619-21-009049 · doc1.xml · nonDerivative · entry 1 WOLF IDELLE K · CIK 0001196442 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,564 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $71.4796 to $71.4896. 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 |
| April 13, 2021 Filed Apr 15, 2021 19:38 UTC | SMITH A O CORP AOS · Entity 3642 | GrantCommon Stock | 1,922 | $67.67 | $130,052.13 |
DisclosureSEC source: 0000091142-21-000066 · edgar.xml · nonDerivative · entry 2 WOLF IDELLE K · CIK 0001196442 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,564 F2 · shares: Payment of retainer in stock under the A. O. Smith Corporation Directors' Compensation Plan based on the average of the high and low price of Common Stock on April 13, 2021. Read SEC document |
| February 10, 2021 Filed Apr 15, 2021 19:38 UTC | SMITH A O CORP AOS · Entity 3642 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000091142-21-000066 · edgar.xml · nonDerivative · entry 1 WOLF IDELLE K · CIK 0001196442 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held in her spouse's revocable trust. Disclosed balance after: 46,014 F1 · price: Gift Read SEC document |
| February 09, 2021 Filed Feb 11, 2021 15:45 UTC | SMITH A O CORP AOS · Entity 3642 | SaleCommon Stock | 1,970 | $61.64 | $121,430.60 |
DisclosureSEC source: 0000091142-21-000022 · edgar.xml · nonDerivative · entry 2 WOLF IDELLE K · CIK 0001196442 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,642 Read SEC document |
| November 23, 2020 Filed Feb 11, 2021 15:45 UTC | SMITH A O CORP AOS · Entity 3642 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000091142-21-000022 · edgar.xml · nonDerivative · entry 1 WOLF IDELLE K · CIK 0001196442 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held in her spouse's revoable trust. Disclosed balance after: 47,014 F1 · price: Gift Read SEC document |
| April 15, 2020 Filed Apr 17, 2020 13:02 UTC | SMITH A O CORP AOS · Entity 3642 | GrantCommon Stock | 3,249 | $40.02 | $130,024.98 |
DisclosureSEC source: 0000091142-20-000037 · edgar.xml · nonDerivative · entry 1 WOLF IDELLE K · CIK 0001196442 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,612 F1 · shares: Payment of retainer in stock under the A. O. Smith Corporation Directors' Compensation Plan based on the average of the high and low price of Common Stock on April 15, 2020. Read SEC document |
| July 08, 2019 Filed Jul 10, 2019 20:29 UTC | SMITH A O CORP AOS · Entity 3642 | GrantCommon Stock | 55 | $45.88 | $2,523.40 |
DisclosureSEC source: 0000091142-19-000045 · edgar.xml · nonDerivative · entry 1 WOLF IDELLE K · CIK 0001196442 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,363 F1 · shares: Payment of retainer in stock under the A. O. Smith Corporation Directors' Compensation Plan based on the average of the high and low price of Common Stock on July 8, 2019. Read SEC document |
| April 09, 2019 Filed Apr 10, 2019 21:19 UTC | SMITH A O CORP AOS · Entity 3642 | GrantCommon Stock | 2,299 | $54.38 | $125,019.62 |
DisclosureSEC source: 0000091142-19-000027 · edgar.xml · nonDerivative · entry 5 WOLF IDELLE K · CIK 0001196442 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,308 F2 · shares: Payment of retainer in stock under the A. O. Smith Corporation Directors' Compensation Plan based on the average of the high and low price of Common Stock on April 9, 2019. Read SEC document |
| June 06, 2018 Filed Apr 10, 2019 21:19 UTC | SMITH A O CORP AOS · Entity 3642 | GiftCommon Stock | 9,907.622 | $0.00 | $0.00 |
DisclosureSEC source: 0000091142-19-000027 · edgar.xml · nonDerivative · entry 4 WOLF IDELLE K · CIK 0001196442 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,009 F1 · price: Gift to husband's revocable trust. Read SEC document |
| May 31, 2018 Filed Apr 10, 2019 21:19 UTC | SMITH A O CORP AOS · Entity 3642 | GiftCommon Stock | 1,975.501 | $0.00 | $0.00 |
DisclosureSEC source: 0000091142-19-000027 · edgar.xml · nonDerivative · entry 3 WOLF IDELLE K · CIK 0001196442 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,916.622 F1 · price: Gift to husband's revocable trust. Read SEC document |
| May 29, 2018 Filed Apr 10, 2019 21:19 UTC | SMITH A O CORP AOS · Entity 3642 | GiftCommon Stock | 17,872.878 | $0.00 | $0.00 |
DisclosureSEC source: 0000091142-19-000027 · edgar.xml · nonDerivative · entry 2 WOLF IDELLE K · CIK 0001196442 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,892.123 F1 · price: Gift to husband's revocable trust. Read SEC document |
| May 11, 2018 Filed Apr 10, 2019 21:19 UTC | SMITH A O CORP AOS · Entity 3642 | GiftCommon Stock | 18,257.999 | $0.00 | $0.00 |
DisclosureSEC source: 0000091142-19-000027 · edgar.xml · nonDerivative · entry 1 WOLF IDELLE K · CIK 0001196442 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,765.001 F1 · price: Gift to husband's revocable trust. Read SEC document |
| April 09, 2018 Filed Apr 10, 2018 21:01 UTC | SMITH A O CORP AOS · Entity 3642 | GrantCommon Stock | 1,970 | $63.48 | $125,055.60 |
DisclosureSEC source: 0000091142-18-000041 · edgar.xml · nonDerivative · entry 1 WOLF IDELLE K · CIK 0001196442 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,023 F1 · shares: Payment of retainer in stock under the A. O. Smith Corporation Directors' Compensation Plan based on the average of the high and low price of Common Stock on April 9, 2018. Read SEC document |
| November 02, 2017 Filed Nov 3, 2017 14:41 UTC | SMITH A O CORP AOS · Entity 3642 | SaleCommon Stock | 2,000 | $60.00 | $120,000.00 |
DisclosureSEC source: 0000091142-17-000071 · edgar.xml · nonDerivative · entry 1 WOLF IDELLE K · CIK 0001196442 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,053 Read SEC document |
| November 02, 2017 Filed Feb 7, 2018 17:37 UTC | SMITH A O CORP AOS · Entity 3642 | GiftCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000091142-18-000005 · edgar.xml · nonDerivative · entry 1 WOLF IDELLE K · CIK 0001196442 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,053 F1 · price: Gift Read SEC document |
| May 09, 2017 Filed May 10, 2017 15:57 UTC | SMITH A O CORP AOS · Entity 3642 | SaleCommon Stock | 750 | $54.96 | $41,220.08 |
DisclosureSEC source: 0000091142-17-000059 · edgar.xml · nonDerivative · entry 2 WOLF IDELLE K · CIK 0001196442 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,053 Read SEC document |
| May 05, 2017 Filed May 10, 2017 15:57 UTC | SMITH A O CORP AOS · Entity 3642 | GiftCommon Stock | 1,250 | $0.00 | $0.00 |
DisclosureSEC source: 0000091142-17-000059 · edgar.xml · nonDerivative · entry 1 WOLF IDELLE K · CIK 0001196442 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,803 F1 · price: Gift Read SEC document |
| May 03, 2017 Filed May 3, 2017 20:03 UTC | SMITH A O CORP AOS · Entity 3642 | SaleCommon Stock | 1,250 | $53.61 | $67,014.00 |
DisclosureSEC source: 0000091142-17-000055 · edgar.xml · nonDerivative · entry 1 WOLF IDELLE K · CIK 0001196442 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,053 Read SEC document |
| April 13, 2017 Filed Apr 17, 2017 20:00 UTC | SMITH A O CORP AOS · Entity 3642 | GrantCommon Stock | 2,509 | $49.83 | $125,023.47 |
DisclosureSEC source: 0000091142-17-000051 · edgar.xml · nonDerivative · entry 1 WOLF IDELLE K · CIK 0001196442 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,303 F1 · shares: Payment of retainer in stock under the A. O. Smith Corporation Directors' Compensation Plan based on the average of the high and low price of Common Stock on April 13, 2017. F2 · balance_after: On October 5, 2016, the common stock of A. O. Smith Corporation split 2-for1, resulting in the reporting person's ownership of 27,397 additional shares of Common Stock. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.