Insider Transactions Reported by 37 Insiders of SMITH A O CORP

Symbol
AOS on NYSE
Location
Milwaukee, WI

Sponsored

Quick Takeaways

  • AOS - SMITH A O CORP has 37 insiders with reported activity on this page.
  • Net insider value flow over the last year: -$3,077,211.
  • Recent transaction rows are available for direct filing-level review.

What Changed

  • Buy value: ; sell value: $3,077,210.
  • Net share flow: -43,138.

Why This Matters

  • This page gives a plain-language issuer insider context before you inspect transaction-level evidence.
  • Use the filing links below to verify timestamps, codes, and ownership impacts directly from SEC forms.

Official SEC Source

Filed on Form 4

Issuer insider activity is sourced from SEC Forms 3, 4, and 5.

See Original Filing

Insider trading overview

Last 12 months

Net insider flow leans to selling over the last 12 months. Net value: -$3,077,211.

Buys

$0

Shares: 0

Insiders: 0

Sells

$3,077,211

Shares: 43,138

Insiders: 4

Net

-$3,077,211

Shares: -43,138

Insiders: -4

Window (months) Buy shares Sell shares Buy $ Sell $ Net $
0-3 0 1,104 $0 $82,126 -$82,126
3-6 0 0 $0 $0 $0
6-9 0 42,034 $0 $2,995,084 -$2,995,084
9-12 0 0 $0 $0 $0

SMITH A O CORP executives and other stock owners filed with the SEC include:

Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
Mark D. Smith Director $27,322,195 -$171,264 -0.62% Mixed 29 Jul 2025
Ajita G. Rajendra Director $24,979,050 Mixed 09 Apr 2024
Kevin J. Wheeler Executive Chairman, Director $17,625,574 -$1,581,868 -8.2% Mixed 13 Feb 2026
Bruce M. Smith Director $16,331,219 Mixed 12 Jul 2021
James F. Stern Exec VP, Corp Dev, Strat & Sec $9,513,710 -$1,241,953 -12% Mixed 13 Feb 2026
Mark A. Petrarca Senior Vice Pres. - H.R. & P.A $8,052,546 Mixed 12 Feb 2024
Gene C. Wulf Director $6,685,688 Mixed 12 Apr 2022
Lauber Charles T. Evp & Cfo $5,668,936 Mixed 13 Feb 2026
Ronald D. Brown Director $4,582,265 Mixed 08 Apr 2025
Idelle K. Wolf Director $4,268,549 Mixed 07 Feb 2024
Stephen M. Shafer President and CEO, Director $4,217,356 Mixed 09 Feb 2026
David R. Warren Senior VP & President and GM $2,156,428 Mixed 12 Feb 2024
Wallace E. Goodwin SVP; President, Lochinvar, LLC $1,654,036 Mixed 11 Feb 2022
Patricia K. Ackerman Senior Vice President $1,556,055 Mixed 11 Feb 2022
Michael M. Larsen Director $1,351,261 Mixed 08 Apr 2025
Dr. Ilham Kadri Director $1,295,647 Mixed 08 Apr 2025
Robert J. Heideman Senior VP, CTO $1,253,193 Mixed 07 Feb 2025
Christopher L. Mapes Director $998,433 Mixed 08 Apr 2025
Samuel M. Carver SVP - Global Operations $833,584 Mixed 23 Feb 2026
Stephanie Melissa Scheppele Svp Cio $777,231 Mixed 07 Feb 2025
Daniel L. Kempken SVP - Strategy & Corp. Dev. $690,703 Mixed 13 Feb 2023
Victoria M. Holt Director $657,457 Mixed 08 Apr 2025
Jack Qiu SVP - Pres. A. O. Smith China $641,729 Mixed 13 Feb 2026
Douglas Samuel Karge SVP - President NA Water Treat $589,108 Mixed 13 Feb 2026
Curtis E. Selby Senior VP - H.R. & P.A. $588,552 Mixed 09 Feb 2026
Darrell W. Schuh SVP; President & GM Lochinvar $460,797 -$82,126 -15% Mixed 04 Mar 2026
Benjamin A. Otchere Vice President and Controller $445,024 Mixed 13 Feb 2026
Stephen D. O'Brien SVP; Pres & General Mngr NAWH $444,763 Mixed 13 Feb 2026
Parag Kulkarni SVP - Int'l; President India $426,725 Mixed 13 Feb 2026
Anindadeb V DasGupta Senior Vice President $416,126 Mixed 11 Feb 2022
Earl E. Exum Director $325,779 Mixed 11 Apr 2023
Todd W. Fister Director $248,833 Mixed 08 Apr 2025
Lois M. Martin Director $248,833 Mixed 08 Apr 2025
Helen E. Gurholt Vice President and Controller $114,243 Mixed 04 May 2021
Ming Cheng Svp, Cto $2,950 Mixed 09 Feb 2026
Paul J. Jones SVP, GC & Chief Compliance Off Mixed 09 Feb 2026
Christopher T. Howe SVP Chief Digital Info Officer Mixed 09 Feb 2026

Top shareholders of SMITH A O CORP (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Holder Source Role / Reporting Ownership % Shares Holdings Value 12M Net Δ As of Details
VANGUARD GROUP INC
13F
Company
13%
15,096,018
$1,009,621,683 31 Dec 2025
13F
BlackRock, Inc.
13F 13D/G
Company
6%
from 13D/G
7,332,505
$490,397,930 31 Dec 2025
STATE STREET CORP
13D/G 13F
STATE STREET CORPORATION · Company
5.2%
5,911,986
$403,906,884 +$31,308,118 31 Dec 2025
FMR LLC
13D/G 13F
Company
5.1%
5,728,671
$383,133,488 $0 31 Dec 2025
Impax Asset Management Group plc
13F
Company
4.1%
4,649,544
$310,961,530 31 Dec 2025
13F
Invesco Ltd.
13F
Company
4%
4,559,612
$304,946,853 31 Dec 2025
13F
AMERICAN CENTURY COMPANIES INC
13F
Company
3.5%
3,997,041
$267,322,221 31 Dec 2025
13F
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
3.1%
3,497,615
$233,572,308 31 Dec 2025
13F
MORGAN STANLEY
13F
Company
2.6%
2,909,395
$194,580,564 31 Dec 2025
13F
ProShare Advisors LLC
13F
Company
2.1%
2,344,631
$156,808,922 31 Dec 2025
13F
Pictet Asset Management Holding SA
13F
Company
1.9%
2,186,659
$146,255,010 31 Dec 2025
13F
EARNEST PARTNERS LLC
13F
Company
1.8%
2,071,019
$138,509,751 31 Dec 2025
13F
FIRST TRUST ADVISORS LP
13F
Company
1.7%
1,965,048
$131,422,483 31 Dec 2025
13F
DIMENSIONAL FUND ADVISORS LP
13F
Company
1.7%
1,894,823
$126,733,907 31 Dec 2025
13F
BANK OF AMERICA CORP /DE/
13F
Company
1.5%
1,737,218
$116,185,139 31 Dec 2025
13F
UBS Group AG
13F
Company
1.5%
1,649,985
$110,350,997 31 Dec 2025
13F
NORGES BANK
13F
Company
1.3%
1,451,866
$97,100,798 31 Dec 2025
13F
Bank of New York Mellon Corp
13F
Company
1.2%
1,383,057
$92,498,874 31 Dec 2025
13F
SEI INVESTMENTS CO
13F
Company
1.2%
1,341,688
$89,732,122 31 Dec 2025
13F
Sarasin & Partners LLP
13F
Company
1.2%
1,325,226
$88,631,117 31 Dec 2025
13F
AQR CAPITAL MANAGEMENT LLC
13F
Company
1.1%
1,279,356
$85,563,321 31 Dec 2025
13F
GOLDMAN SACHS GROUP INC
13F
Company
1.1%
1,265,041
$84,605,911 31 Dec 2025
13F
Madison Asset Management, LLC
13F
Company
1.1%
1,209,405
$80,884,989 31 Dec 2025
13F
1832 Asset Management L.P.
13F
Company
1.1%
1,205,818
$80,645,108 31 Dec 2025
13F
NORTHERN TRUST CORP
13F
Company
1%
1,192,776
$79,772,858 31 Dec 2025
13F
NOMURA ASSET MANAGEMENT CO LTD
13F
Company
1%
1,179,709
$78,898,938 31 Dec 2025
13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
0.97%
1,102,999
$73,768,573 31 Dec 2025
13F
Boston Trust Walden Corp
13F
Company
0.95%
1,076,784
$72,015,345 31 Dec 2025
13F
NATIXIS ADVISORS, LLC
13F
Company
0.9%
1,022,299
$68,371,000 31 Dec 2025
13F
ROYAL BANK OF CANADA
13F
Company
0.78%
887,886
$59,380,000 31 Dec 2025
13F
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC
13F
Company
0.75%
850,263
$56,865,589 31 Dec 2025
13F
Amundi
13F
Individual
0.75%
849,160
$56,803,408 31 Dec 2025
13F
Vest Financial, LLC
13F
Company
0.71%
811,623
$54,281,347 31 Dec 2025
13F
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
13F
Company
0.59%
675,732
$45,192,956 31 Dec 2025
13F
WELLS FARGO & COMPANY/MN
13F
Company
0.59%
667,396
$44,635,447 31 Dec 2025
13F
RENAISSANCE TECHNOLOGIES LLC
13F
Company
0.56%
632,700
$42,314,976 31 Dec 2025
13F
KBC Group NV
13F
Company
0.54%
609,311
$40,750,000 31 Dec 2025
13F
WELCH & FORBES LLC
13F
Company
0.52%
585,817
$39,179,460 31 Dec 2025
13F
JPMORGAN CHASE & CO
13F
Company
0.5%
570,470
$38,153,102 31 Dec 2025
13F
MANUFACTURERS LIFE INSURANCE COMPANY, THE
13F
Company
0.5%
567,904
$37,981,420 31 Dec 2025
13F
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
13F
Company
0.48%
551,107
$36,858,038 31 Dec 2025
13F
Quantinno Capital Management LP
13F
Company
0.47%
533,433
$35,676,011 31 Dec 2025
13F
VOLORIDGE INVESTMENT MANAGEMENT, LLC
13F
Company
0.46%
522,656
$34,955,233 31 Dec 2025
13F
SCHWARTZ INVESTMENT COUNSEL INC
13F
Company
0.45%
515,333
$34,465,471 31 Dec 2025
13F
ENVESTNET ASSET MANAGEMENT INC
13F
Company
0.45%
511,458
$34,206,286 31 Dec 2025
13F
CIBC Asset Management Inc
13F
Company
0.44%
496,686
$33,157,179 31 Dec 2025
13F
Legal & General Group Plc
13F
Company
0.43%
488,248
$32,654,026 31 Dec 2025
13F
JACOBS LEVY EQUITY MANAGEMENT, INC
13F
Company
0.4%
454,100
$30,370,208 31 Dec 2025
13F
Eurizon Capital SGR S.p.A.
13F
Company
0.4%
451,033
$30,166,219 31 Dec 2025
13F
MARSHALL WACE, LLP
13F
Company
0.39%
443,943
$29,690,908 31 Dec 2025
13F

Recent Insider Transactions by Companies or Individuals for SMITH A O CORP

Showing up to 300 most recent insider transactions from the last 12 months.

Insider Symbol Class Transaction % Value $ * Price $ Shares Shares Owned Date Ownership
Darrell W. Schuh AOS Common Stock Sale -33.4% $82,126 $74.39 -1,104 2,201 04 Mar 2026 Direct
Samuel M. Carver AOS Common Stock Gift -29.7% -1,144 2,713 23 Feb 2026 Direct
Darrell W. Schuh AOS Common Stock Tax liability -9.75% -356 3,295 13 Feb 2026 Direct
Kevin J. Wheeler AOS Common Stock Award 7.18% 8,598 128,348 13 Feb 2026 Direct
Kevin J. Wheeler AOS Common Stock Tax liability -12.4% -16,942 119,750 13 Feb 2026 Direct
Kevin J. Wheeler AOS Common Stock Options Exercise 35.8% 36,045 136,692 13 Feb 2026 Direct
Kevin J. Wheeler AOS Restricted Stock Units Options Exercise -100% -36,045 0 13 Feb 2026 Direct
James F. Stern AOS Common Stock Award 1.63% 1,633 101,547 13 Feb 2026 Direct
James F. Stern AOS Common Stock Tax liability -3.12% -3,220 99,914 13 Feb 2026 Direct
James F. Stern AOS Common Stock Options Exercise 7.11% 6,850 103,134 13 Feb 2026 Direct
James F. Stern AOS Restricted Stock Units Options Exercise -100% -6,850 0 13 Feb 2026 Direct
Jack Qiu AOS Restricted Stock Units Options Exercise -100% -3,275 0 13 Feb 2026 Direct
Benjamin A. Otchere AOS Common Stock Tax liability -20.2% -545 2,148 13 Feb 2026 Direct
Benjamin A. Otchere AOS Common Stock Options Exercise 118.4% 1,460 2,693 13 Feb 2026 Direct
Benjamin A. Otchere AOS Restricted Stock Units Options Exercise -100% -1,460 0 13 Feb 2026 Direct
Stephen D. O'Brien AOS Common Stock Award 13.8% 791 6,510 13 Feb 2026 Direct
Stephen D. O'Brien AOS Common Stock Tax liability -16.7% -1,144 5,719 13 Feb 2026 Direct
Stephen D. O'Brien AOS Common Stock Options Exercise 73.4% 2,905 6,863 13 Feb 2026 Direct
Stephen D. O'Brien AOS Restricted Stock Units Options Exercise -100% -2,905 0 13 Feb 2026 Direct
Parag Kulkarni AOS Restricted Stock Units Options Exercise -12.8% -1,115 7,605 13 Feb 2026 Direct
Charles T. Lauber AOS Common Stock Award 5.02% 2,254 47,119 13 Feb 2026 Direct
Charles T. Lauber AOS Common Stock Tax liability -9.02% -4,447 44,865 13 Feb 2026 Direct
Charles T. Lauber AOS Common Stock Options Exercise 23.7% 9,460 49,312 13 Feb 2026 Direct
Charles T. Lauber AOS Restricted Stock Units Options Exercise -100% -9,460 0 13 Feb 2026 Direct
Douglas Samuel Karge AOS Common Stock Award 9.52% 338 3,890 13 Feb 2026 Direct
Douglas Samuel Karge AOS Common Stock Tax liability -15.8% -666 3,552 13 Feb 2026 Direct
Douglas Samuel Karge AOS Common Stock Options Exercise 50.5% 1,415 4,218 13 Feb 2026 Direct
Douglas Samuel Karge AOS Restricted Stock Units Options Exercise -100% -1,415 0 13 Feb 2026 Direct
Samuel M. Carver AOS Common Stock Award 22.5% 709 3,857 13 Feb 2026 Direct
Samuel M. Carver AOS Common Stock Tax liability -24.6% -1,026 3,148 13 Feb 2026 Direct
Samuel M. Carver AOS Common Stock Options Exercise 166% 2,605 4,174 13 Feb 2026 Direct
Samuel M. Carver AOS Restricted Stock Units Options Exercise -100% -2,605 0 13 Feb 2026 Direct
Kevin J. Wheeler AOS Restricted Stock Units Award 16.9% 18,965 131,265 09 Feb 2026 Direct
James F. Stern AOS Restricted Stock Units Award 32.9% 7,015 28,365 09 Feb 2026 Direct
Stephen M. Shafer AOS Restricted Stock Units Award 46.7% 33,505 105,195 09 Feb 2026 Direct
Curtis E. Selby AOS Restricted Stock Units Award 52.9% 4,740 13,705 09 Feb 2026 Direct
Darrell W. Schuh AOS Restricted Stock Units Award 34.5% 1,560 6,085 09 Feb 2026 Direct
Jack Qiu AOS Restricted Stock Units Award 31.3% 3,125 13,100 09 Feb 2026 Direct
Benjamin A. Otchere AOS Restricted Stock Units Award 29.8% 1,240 5,405 09 Feb 2026 Direct
Stephen D. O'Brien AOS Restricted Stock Units Award 38.6% 4,900 17,605 09 Feb 2026 Direct
Charles T. Lauber AOS Restricted Stock Units Award 32.7% 9,485 38,500 09 Feb 2026 Direct
Parag Kulkarni AOS Restricted Stock Units Award 17% 1,105 7,605 09 Feb 2026 Direct
Douglas Samuel Karge AOS Restricted Stock Units Award 32% 1,355 5,595 09 Feb 2026 Direct
Paul J. Jones AOS Restricted Stock Units Award 85.5% 4,900 10,630 09 Feb 2026 Direct
Christopher T. Howe AOS Restricted Stock Units Award 16.5% 3,635 25,670 09 Feb 2026 Direct
Ming Cheng AOS Restricted Stock Units Award 12.7% 3,225 28,600 09 Feb 2026 Direct
Samuel M. Carver AOS Restricted Stock Units Award 32.1% 2,560 10,525 09 Feb 2026 Direct
James F. Stern AOS Common Stock Gift -2.53% -2,500 96,284 01 Dec 2025 Direct
Paul J. Jones AOS Restricted Stock Units Award 62.3% 2,200 5,730 13 Oct 2025 Direct
Christopher T. Howe AOS Restricted Stock Units Award 22,035 22,035 08 Oct 2025 Direct
* An asterisk sign (*) next to the price indicates that the price is likely invalid.