Robert J. Heideman - 07 Feb 2025 Form 4 Insider Report for SMITH A O CORP (AOS)

Source evidence Original filing metadata and source links for verification. 4 source fields
SEC form
4
Accepted by SEC
11 Feb 2025, 16:13:03 UTC
Prior SEC filing
22 Nov 2024
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
James F. Stern, Attorney-in-Fact for Robert J. Heideman

Key filing fact

Robert J. Heideman filed Form 4 for SMITH A O CORP (AOS) on 11 Feb 2025.

Key facts

  • This page summarizes Robert J. Heideman's Form 4 filing for SMITH A O CORP (AOS).
  • 4 reported transactions and 2 derivative rows are listed below.
  • Accepted by SEC: 11 Feb 2025, 16:13.

Change

  • Previous filing in this sequence was filed on 22 Nov 2024.
  • Current net transaction value: -$67,357.

Research use

  • This tells you what this filing adds before you inspect full transaction and derivative tables.
  • You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

AOS transaction

Common Stock

Options Exercise

Transaction value
$0
Shares
+1,960
Change %
+25%
Price
$0.000000
Shares after
9,915
Date
07 Feb 2025
Ownership
Direct
Footnotes
F1
AOS transaction

Common Stock

Sale

Transaction value
$67,357
Shares
-1,026
Change %
-10%
Price
$65.65
Shares after
8,889
Date
07 Feb 2025
Ownership
Direct
Footnotes
F2

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

AOS transaction Derivative

Restricted Stock Units

Options Exercise

Transaction value
$0
Shares
-1,960
Change %
-100%
Price
$0.000000
Shares after
0
Date
07 Feb 2025
Ownership
Direct
Underlying class
Common Stock
Underlying amount
1,960
Exercise price
$0.000000
Footnotes
F1, F3
AOS transaction Derivative

Restricted Stock Units

Award

Transaction value
$0
Shares
+3,815
Change %
+60%
Price
$0.000000
Shares after
10,200
Date
10 Feb 2025
Ownership
Direct
Underlying class
Common Stock
Underlying amount
3,815
Exercise price
Footnotes
F1, F4
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 4 footnotes

Footnote F1

Each restricted stock unit represents the right to receive, at settlement, one share of Common Stock.

Footnote F2

Shares withheld by A. O. Smith Corporation to satisfy tax withholding requirements on vesting of restricted stock units.

Footnote F3

The restricted stock units were granted on 02/07/2022 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. The restricted stock units become payable in Common Stock on the vesting date of 02/07/2025.

Footnote F4

The restricted stock units were granted on 02/10/2025 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. The restricted stock units become payable in Common Stock on the vesting date of 02/10/2028.

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