Issuer positions
2
Reporting Owner Activity for Kevin J. Wheeler
Form 3/4/5 issuer positions and transaction evidence for this reporting owner.
Largest position
SMITH A O CORP
Disclosed value
$18.25M
Recent activity
Available
- Location
- Milwaukee, WI
- Ownership summary
-
Disclosed holdings value
$18,254,752
Estimated from parsed Forms 3/4/5 when holding values are disclosed.
Issuer positions
2
Distinct issuers tied to this reporting owner in parsed SEC filings.
Largest parsed position
SMITH A O CORP (AOS)
About $17.63M disclosed in parsed filings.
Latest ownership filing
02 Apr 2026
Most recent owner-level filing date in the parsed SEC record.
Values come from parsed SEC Forms 3/4/5 and should be checked against the source filing before use.
- Filing signature
- /s/ Joseph J. Humke, attorney-in-fact for Mr. Wheeler
- Source filings
- Open source filing history
Identity
1 fact
SEC ownership signals
1 fact
SEC filing record
1 fact
SEC evidence
1 fact
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Reported issuer positions for Kevin J. Wheeler
AOS
Forms 3/4/5
SMITH A O CORP
- Relationship
- Executive Chairman, Director
- Holdings value
- $17,625,574
- Past year net change
- -$1,581,868
- Change %
- -8.2%
- Report period
- 13 Feb 2026
Insider Transactions Reported by Kevin J. Wheeler:
| Sym | Company | Class | Transaction | % | Reported value | Reported price | Shares | Shares after | Date | Ownership |
|---|
* indicates a reported price that failed the local validity check.