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SMITH A O CORP — Insider Transactions

Form 4 filings by directors, officers, and 10%+ shareholders

SEC rules require corporate insiders — including directors, executive officers, and any shareholder owning more than 10% of a company's shares — to report changes in their ownership within two business days of a transaction. These disclosures are filed as Form 4. Open-market purchases (code P) are generally considered the most meaningful signal, as insiders are spending their own money.

Overview All Filings Annual Quarterly Insiders
Insider Title Type Shares Price Value Owns After Date
STERN JAMES F Exec VP, Corp Dev, Strat & Sec Gift 2,500 96,284 Dec 1, 2025
STERN JAMES F Exec VP, General Counsel & Sec Sale 17,434 $71.24 $1,241,998 98,784 Aug 7, 2025
Lauber Charles T EVP & CFO Tax Withholding 2,074 $70.79 $146,818 39,852 Jul 31, 2025
Wheeler Kevin J. Executive Chairman Sale 22,200 $71.26 $1,581,972 100,647 Jul 30, 2025
SMITH MARK D Sale 2,400 $71.36 $171,264 116,242 Jul 29, 2025
STERN JAMES F Exec VP, General Counsel & Sec Gift 1,186 116,218 Jun 4, 2025
SMITH MARK D Award / Grant 2,468 $60.78 $150,005 118,642 Apr 8, 2025
MARTIN LOIS M Award / Grant 2,468 $60.78 $150,005 4,094 Apr 8, 2025
MAPES CHRISTOPHER L Award / Grant 2,468 $60.78 $150,005 6,277 Apr 8, 2025
Kadri Ilham Award / Grant 2,468 $60.78 $150,005 21,317 Apr 8, 2025
Fister Todd W Award / Grant 2,468 $60.78 $150,005 4,094 Apr 8, 2025
O'Brien Stephen D. SVP; Pres & General Mngr NAWH Tax Withholding 760 $65.23 $49,575 3,899 Apr 1, 2025
Carver Samuel M. SVP - Global Operations Sale 3,460 $66.51 $230,148 Feb 27, 2025
Carver Samuel M. SVP - Global Operations Gift 369 1,569 Feb 21, 2025
Wheeler Kevin J. Chairman and CEO Tax Withholding 9,664 $65.65 $634,442 100,647 Feb 7, 2025
STERN JAMES F Exec VP, General Counsel & Sec Tax Withholding 1,920 $65.65 $126,048 117,404 Feb 7, 2025
Schuh Darrell W. SVP; President & GM Lochinvar Tax Withholding 196 $65.65 $12,867 2,150 Feb 7, 2025
Scheppele Stephanie Melissa SVP - CIO Option Exercise 1,535 3,995 Feb 7, 2025
Otchere Benjamin A Vice President and Controller Tax Withholding 247 $65.65 $16,216 1,207 Feb 7, 2025
O'Brien Stephen D. SVP; Pres & General Mngr NAWH Tax Withholding 496 $65.65 $32,562 2,718 Feb 7, 2025
Lauber Charles T EVP & CFO Option Exercise 5,330 41,590 Feb 7, 2025
Karge Douglas Samuel SVP - President NA Water Treat Sale 419 $65.65 $27,507 2,749 Feb 7, 2025
Heideman Robert J Senior VP, CTO Sale 1,026 $65.65 $67,357 8,889 Feb 7, 2025
Carver Samuel M. SVP - Global Operations Tax Withholding 597 $65.65 $39,193 1,938 Feb 7, 2025
Heideman Robert J Senior VP, CTO Gift 1,500 7,955 Nov 18, 2024
Carver Samuel M. SVP - Global Operations Gift 1,199 1,200 Nov 14, 2024
O'Brien Stephen D. SVP; Pres & General Mngr NAWH Option Exercise 3,455 3,455 Aug 16, 2024
Carver Samuel M. SVP - Global Operations Option Exercise 5,710 $31.67 $180,836 13,349 Aug 7, 2024
STERN JAMES F Exec VP, General Counsel & Sec Gift 6,680 115,434 Jul 31, 2024
BROWN RONALD D Sale 3,631 $85.67 $311,068 1,100 Jul 30, 2024
Wheeler Kevin J. Chairman and CEO Option Exercise 19,220 $30.77 $591,399 102,718 Jul 25, 2024
SMITH MARK D Award / Grant 1,626 $86.14 $140,064 116,174 Apr 9, 2024
Rajendra Ajita G Award / Grant 1,626 $86.14 $140,064 58,577 Apr 9, 2024
MARTIN LOIS M Award / Grant 1,626 $86.14 $140,064 1,626 Apr 9, 2024
MAPES CHRISTOPHER L Award / Grant 1,626 $86.14 $140,064 3,769 Apr 9, 2024
Kadri Ilham Award / Grant 1,626 $86.14 $140,064 18,849 Apr 9, 2024
Fister Todd W Award / Grant 1,626 $86.14 $140,064 1,626 Apr 9, 2024
Heideman Robert J Senior VP, CTO Gift 1,585 9,455 Mar 5, 2024
Rajendra Ajita G Option Exercise 60,258 $42.39 $2,554,337 117,209 Mar 4, 2024
Rajendra Ajita G Sale 24,669 $83.02 $2,048,020 56,951 Feb 28, 2024
Wheeler Kevin J. Chairman, President and CEO Tax Withholding 10,755 $80.28 $863,411 83,498 Feb 8, 2024
Warren David R Senior VP & President and GM Option Exercise 3,635 14,739 Feb 8, 2024
STERN JAMES F Exec VP, General Counsel & Sec Option Exercise 4,125 124,125 Feb 8, 2024
Scheppele Stephanie Melissa SVP - CIO Option Exercise 1,630 3,188 Feb 8, 2024
Petrarca Mark A Senior Vice Pres. - H.R. & P.A Tax Withholding 1,684 $80.28 $135,192 87,407 Feb 8, 2024
Otchere Benjamin A Vice President and Controller Tax Withholding 139 $80.28 $11,159 783 Feb 8, 2024
Lauber Charles T EVP & CFO Tax Withholding 2,876 $80.28 $230,885 36,260 Feb 8, 2024
Karge Douglas Samuel SVP - President NA Water Treat Tax Withholding 456 $80.28 $36,608 2,323 Feb 8, 2024
Heideman Robert J Senior VP, CTO Tax Withholding 1,152 $80.28 $92,483 11,040 Feb 8, 2024
Carver Samuel M. SVP - Global Operations Option Exercise 1,085 2,884 Feb 8, 2024