Stephen D. O'Brien - 13 Feb 2026 Form 4 Insider Report for SMITH A O CORP (AOS)

Role: SVP; Pres & General Mngr NAWH
Signature: James F. Stern, Attorney-in-Fact for Stephen D. O'Brien
Issuer symbol: AOS
Transactions as of: 13 Feb 2026
Net transactions value: $0
Form type: 4
Filing time: 17 Feb 2026, 14:16:47 UTC
Previous filing: 11 Feb 2026
SEC: View on sec.gov

Reporting Owners (1)

Name	Relationship	Address	Signature	Signature date	CIK
O'Brien Stephen D.	SVP; Pres & General Mngr NAWH	A. O. SMITH CORPORATION, 500 TENNESSEE WALTZ PARKWAY, ASHLAND CITY	James F. Stern, Attorney-in-Fact for Stephen D. O'Brien	17 Feb 2026	0001920307

Transactions Table

Type	Sym	Class	Transaction	Value $	Shares	Change %	* Price $	Shares After	Date	Ownership	Footnotes
transaction	AOS	Common Stock	Options Exercise	$0	+2,905	+73%	$0.000000	6,863	13 Feb 2026	Direct	F1, F2
transaction	AOS	Common Stock	Tax liability	$0	-1,144	-17%	$0.000000	5,719	13 Feb 2026	Direct	F3
transaction	AOS	Common Stock	Award	$0	+791	+14%	$0.000000	6,510	13 Feb 2026	Direct	F4

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	Restricted Stock Units	Options Exercise	$0	-2,905	-100%	$0.000000	0	13 Feb 2026	Common Stock	2,905	$0.000000	Direct	F1, F5

* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id	Content
F1	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.
F2	Mr. O'Brien is a participant in the A. O. Smith Dividend Reinvestment Plan ('Plan") and receives a quarterly dividend pursuant to the Plan. The total amount of dividends received was 59 shares of Common Stock.
F3	Shares withheld by A. O. Smith Corporation to satisfy tax withholding requirements on vesting of restricted stock units.
F4	Represents vesting of performance stock units at [100%] of the target award amount and conversion to shares of A. O. Smith Corporation's Common Stock upon achievement of performance criteria for the 2023 - 2025 performance period.
F5	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 became payable in Common Stock on the vesting date of 02/13/2026.