Stephanie Melissa Scheppele - 07 Feb 2025 Form 4 Insider Report for SMITH A O CORP (AOS)

Reporting relationship: SVP - CIO
Issuer ticker: AOS
Reported as of: 07 Feb 2025
Net transaction value: -$45,036
SEC form: 4
Accepted by SEC: 11 Feb 2025, 16:35:27 UTC
Prior SEC filing: 14 Feb 2024
Source filing: View source filing
Reporting owner signature: James F. Stern, Attorney-in-Fact for Stephanie Melissa Scheppele

Key filing fact

Stephanie Melissa Scheppele filed Form 4 for SMITH A O CORP (AOS) on 11 Feb 2025.

Key facts

This page summarizes Stephanie Melissa Scheppele'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, 16:35.

Change

Previous filing in this sequence was filed on 14 Feb 2024.
Current net transaction value: -$45,036.

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: +1,535
Change %: +62%
Price: $0.000000
Shares after: 3,995
Date: 07 Feb 2025
Ownership: Direct
Footnotes: F1

AOS transaction

Common Stock

Tax liability

Transaction value: $45,036
Shares: -686
Change %: -17%
Price: $65.65
Shares after: 3,309
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: -1,535
Change %: -100%
Price: $0.000000
Shares after: 0
Date: 07 Feb 2025
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 1,535
Exercise price: $0.000000
Footnotes: F1, F3

AOS transaction Derivative

Restricted Stock Units

Award

Transaction value: $0
Shares: +3,205
Change %: +60%
Price: $0.000000
Shares after: 8,530
Date: 10 Feb 2025
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 3,205
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.