Kevin J. Wheeler - Jul 25, 2024 Form 4 Insider Report for SMITH A O CORP (AOS)

Role
Chairman and CEO
Signature
James F. Stern, Attorney-in-Fact for Kevin J. Wheeler
Stock symbol
AOS
Transactions as of
Jul 25, 2024
Transactions value $
-$464,463
Form type
4
Date filed
7/26/2024, 01:02 PM
Previous filing
Jul 1, 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction AOS Common Stock Options Exercise $591K +19.2K +23.02% $30.77 103K Jul 25, 2024 Direct
transaction AOS Common Stock Tax liability -$1.06M -12.8K -12.51% $82.18 89.9K Jul 25, 2024 Direct

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction AOS Employee Stock Options (Right to Buy) Options Exercise $0 -19.2K -100% $0.00* 0 Jul 25, 2024 Common Stock 19.2K $30.77 Direct F1
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 The employee stock options were granted on 02/09/2015 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 02/09/2016.