What the executives and directors of A. O. Smith actually did with their own shares, decoded from three years of SEC Form 4 filings.
The tape: three years of insider trades
Every marker sits at the exact price reported on the Form 4. The line is the monthly median of all prices insiders reported, so the chart needs no market feed; the gray strip is routine flow (vestings, tax withholding, gifts) that headlines love to miscount as selling.
Where the shares went, last 12 months
Every Form 4 movement decomposed: what flowed in (grants, vested equity, purchases) and what flowed out (tax withholding, plan sales, discretionary sales, gifts). Counted in shares, because grants carry no price.
Skin in the game
Directly held shares as reported after each trade, indexed to 100 five years back. Direct holdings only: trust and family-entity positions are per-entity in the filings and do not sum honestly, so this chart refuses to guess. The steps are the trades.
Who holds what
| Insider | Role | Shares held | Buys 12 m | Sales 12 m |
|---|---|---|---|---|
| Rajendra Ajita G | Director | 290K | — | — |
| Wheeler Kevin J. Executive Chairman | Officer | 136.7K | — | — |
| SMITH MARK D | Director | 125.3K | — | — |
| STERN JAMES F Exec VP, Corp Dev, Strat & Sec | Officer | 103.1K | — | $1.2M |
| Petrarca Mark A Senior Vice Pres. - H.R. & P.A | Officer | 89.1K | — | — |
| Lauber Charles T EVP & CFO | CFO | 49.3K | — | — |
| WOLF IDELLE K | Director | 46.1K | — | — |
| Kadri Ilham | Director | 23.6K | — | — |
| Warren David R Senior VP & President and GM | Officer | 14.7K | — | — |
| Heideman Robert J Senior VP, CTO | Officer | 9,915 | — | — |
| MAPES CHRISTOPHER L | Director | 8,684 | — | — |
| O'Brien Stephen D. SVP; Pres & General Mngr NAWH | Officer | 6,863 | — | — |
| MARTIN LOIS M | Director | 6,445 | — | — |
| Fister Todd W | Director | 6,356 | — | — |
Open-market trade log
| Date | Insider | Type | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-03-04 | Schuh Darrell W. (Officer) | Discretionary sale | 1,104 | $74.39 | $82K |
| 2026-02-13 | Schuh Darrell W. (Officer) | Discretionary sale | 356 | $79.89 | $28K |
| 2025-08-07 | STERN JAMES F (Officer) | Discretionary sale | 17.4K | $71.24 | $1.2M |
| 2025-07-30 | Wheeler Kevin J. (Officer) | Discretionary sale | 22.2K | $71.26 | $1.6M |
| 2025-07-29 | SMITH MARK D (Director) | Discretionary sale | 2,400 | $71.36 | $171K |
| 2025-02-27 | Carver Samuel M. (Officer) | Discretionary sale | 3,460 | $66.51 | $230K |
| 2025-02-07 | Heideman Robert J (Officer) | Discretionary sale | 1,026 | $65.65 | $67K |
| 2025-02-07 | Karge Douglas Samuel (Officer) | Discretionary sale | 419 | $65.65 | $28K |
| 2024-08-07 | Carver Samuel M. (Officer) | Discretionary sale | 14.7K | $81.00 | $1.2M |
| 2024-07-30 | BROWN RONALD D (Director) | Discretionary sale | 3,631 | $85.67 | $311K |
| 2024-03-05 | Heideman Robert J (Officer) | Discretionary sale | 9,890 | $84.63 | $837K |
| 2024-03-04 | Rajendra Ajita G (Director) | Discretionary sale | 60.3K | $84.51 | $5.1M |
| 2024-03-01 | Rajendra Ajita G (Director) | Discretionary sale | 43.1K | $84.01 | $3.6M |
| 2024-02-29 | Rajendra Ajita G (Director) | Discretionary sale | 24.7K | $83.02 | $2M |
| 2024-02-28 | Rajendra Ajita G (Director) | Discretionary sale | 25.3K | $83.03 | $2.1M |
| 2024-02-07 | WOLF IDELLE K (Director) | Discretionary sale | 814 | $80.00 | $65K |
| 2023-11-22 | SMITH MARK D (Director) | Discretionary sale | 2,700 | $76.01 | $205K |
| 2023-11-17 | WOLF IDELLE K (Director) | Discretionary sale | 1,000 | $76.16 | $76K |
| 2023-11-14 | Petrarca Mark A (Officer) | Discretionary sale | 8,000 | $75.70 | $606K |
| 2023-11-14 | Heideman Robert J (Officer) | Discretionary sale | 4,622 | $75.69 | $350K |
| 2023-11-13 | Petrarca Mark A (Officer) | Discretionary sale | 11K | $73.20 | $806K |
| 2023-11-13 | STERN JAMES F (Officer) | Discretionary sale | 8,118 | $73.00 | $593K |
| 2023-11-10 | Rajendra Ajita G (Director) | Discretionary sale | 53.1K | $72.39 | $3.8M |
| 2023-11-10 | STERN JAMES F (Officer) | Discretionary sale | 8,118 | $72.00 | $584K |
| 2023-11-06 | Rajendra Ajita G (Director) | Discretionary sale | 3,978 | $72.23 | $287K |
| 2023-11-03 | Rajendra Ajita G (Director) | Discretionary sale | 56.7K | $72.24 | $4.1M |
| 2023-11-02 | Rajendra Ajita G (Director) | Discretionary sale | 1,651 | $72.01 | $119K |
| 2023-08-25 | Wheeler Kevin J. (CEO) | Discretionary sale | 12.9K | $69.09 | $892K |
| 2023-08-04 | WOLF IDELLE K (Director) | Discretionary sale | 1,142 | $72.77 | $83K |
| 2023-05-09 | Otchere Benjamin A (Officer) | Discretionary sale | 4,285 | $70.00 | $300K |
| 2023-05-01 | SMITH MARK D (Director) | Discretionary sale | 1,464 | $69.75 | $102K |
| 2023-03-06 | Larsen Michael M (Director) | Open-market buy | 4,000 | $66.89 | $268K |
| 2023-02-15 | Heideman Robert J (Officer) | Discretionary sale | 12.3K | $67.31 | $827K |
| 2023-02-06 | Kempken Daniel L (Officer) | Discretionary sale | 2,500 | $68.35 | $171K |
| 2023-02-03 | Carver Samuel M. (Officer) | Discretionary sale | 4,000 | $69.65 | $279K |
| 2023-02-02 | Rajendra Ajita G (Director) | Discretionary sale | 39.1K | $71.02 | $2.8M |
| 2022-11-11 | BROWN RONALD D (Director) | Discretionary sale | 4,165 | $60.48 | $252K |
| 2022-05-03 | Carver Samuel M. (Officer) | Discretionary sale | 2,000 | $59.57 | $119K |
| 2022-02-22 | Larsen Michael M (Director) | Open-market buy | 3,925 | $69.87 | $274K |
| 2021-12-08 | Rajendra Ajita G (Director) | Discretionary sale | 4,209 | $83.29 | $351K |
| 2021-12-07 | Rajendra Ajita G (Director) | Discretionary sale | 900 | $83.55 | $75K |
| 2021-12-07 | Rajendra Ajita G (Director) | Discretionary sale | 7,210 | $83.32 | $601K |
| 2021-12-07 | Otchere Benjamin A (Officer) | Discretionary sale | 1,905 | $82.89 | $158K |
| 2021-11-23 | Rajendra Ajita G (Director) | Discretionary sale | 1,044 | $83.29 | $87K |
| 2021-11-22 | Rajendra Ajita G (Director) | Discretionary sale | 23.5K | $83.12 | $2M |
| 2021-11-22 | Rajendra Ajita G (Director) | Discretionary sale | 25.3K | $83.26 | $2.1M |
| 2021-11-22 | Kempken Daniel L (Officer) | Discretionary sale | 2,300 | $82.88 | $191K |
| 2021-11-17 | Rajendra Ajita G (Director) | Discretionary sale | 44.6K | $82.29 | $3.7M |
| 2021-11-15 | Carver Samuel M. (Officer) | Discretionary sale | 5,140 | $81.33 | $418K |
| 2021-11-12 | WOLF IDELLE K (Director) | Discretionary sale | 1,157 | $81.24 | $94K |
| 2021-11-08 | Heideman Robert J (Officer) | Discretionary sale | 9,243 | $77.49 | $716K |
| 2021-11-02 | WOLF IDELLE K (Director) | Discretionary sale | 1,500 | $78.13 | $117K |
| 2021-11-02 | Rajendra Ajita G (Director) | Discretionary sale | 124K | $76.87 | $9.5M |
| 2021-11-01 | WOLF IDELLE K (Director) | Discretionary sale | 1,000 | $74.78 | $75K |
| 2021-11-01 | BROWN RONALD D (Director) | Discretionary sale | 15K | $74.41 | $1.1M |
| 2021-11-01 | Rajendra Ajita G (Director) | Discretionary sale | 55.7K | $74.86 | $4.2M |
| 2021-06-02 | WOLF IDELLE K (Director) | Discretionary sale | 1,985 | $71.35 | $142K |
| 2021-05-28 | Rajendra Ajita G (Director) | Discretionary sale | 50K | $71.10 | $3.6M |
| 2021-05-18 | SMITH BRUCE M (Director) | Discretionary sale | 5,226 | $69.65 | $364K |
| 2021-05-11 | Warren David R (Officer) | Discretionary sale | 30.4K | $70.79 | $2.2M |
“Since trade” compares with the latest insider-implied price, not a market quote; this site carries no market data by design.
Filing hygiene
How to read this
A Form 4 transaction code decides everything. P is an open-market purchase and S an open-market sale; those two are the only codes where an insider chose to trade. A is a grant, M an option exercise or vesting, F shares withheld to cover tax, G a gift. Most “insiders dumped billions” headlines are code F and M mechanics.
Sales flagged 10b5-1 run on a plan the insider adopted in advance; since 2023 every Form 4 carries that flag. Buys have historically predicted returns, sales mostly have not, and this page states filings, not advice.