A. O. Smith insider activity
What the executives and directors of A. O. Smith actually did with their own shares, decoded from their SEC Form 4 filings. Each figure says the stretch of time it covers.
−$111K
net open-market flow, 12 m
0 open-market buys, 12 m
0%
of sale value on 10b5-1 plans, 12 m
1,295 days since an insider bought, whole record
The tape: three years of insider trades
Open-market buy
Discretionary sale
Planned sale (10b5-1)
Reported-price path
Routine
Every marker sits at the 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 grey strip is the routine flow (grants, vestings, tax withholding and gifts) that a headline gets wrong by counting it as selling.
The 69 routine events on the chart, as a list
| Date | Insider | Shares |
|---|---|---|
| Apr 13, 2026 | MAPES CHRISTOPHER L | 2,262 |
| Apr 13, 2026 | SMITH MARK D | 2,262 |
| Apr 13, 2026 | MARTIN LOIS M | 2,262 |
| Apr 13, 2026 | Kadri Ilham | 2,262 |
| Apr 13, 2026 | Fister Todd W | 2,262 |
| Feb 23, 2026 | Carver Samuel M. | 1,144 |
| Feb 13, 2026 | STERN JAMES F | 12K |
| Feb 13, 2026 | Lauber Charles T | 16K |
| Feb 13, 2026 | Wheeler Kevin J. | 62K |
| Feb 13, 2026 | Karge Douglas Samuel | 2,419 |
| Feb 13, 2026 | Carver Samuel M. | 4,340 |
| Feb 13, 2026 | Otchere Benjamin A | 2,005 |
| Feb 13, 2026 | O'Brien Stephen D. | 4,840 |
| Feb 13, 2026 | Schuh Darrell W. | 1,816 |
| Dec 1, 2025 | STERN JAMES F | 2,500 |
| Jul 31, 2025 | Lauber Charles T | 5,007 |
| Jul 30, 2025 | Wheeler Kevin J. | 22K |
| Jun 4, 2025 | STERN JAMES F | 1,186 |
| Apr 8, 2025 | MAPES CHRISTOPHER L | 2,468 |
| Apr 8, 2025 | SMITH MARK D | 2,468 |
| Apr 8, 2025 | MARTIN LOIS M | 2,468 |
| Apr 8, 2025 | Kadri Ilham | 2,468 |
| Apr 8, 2025 | Fister Todd W | 2,468 |
| Apr 1, 2025 | O'Brien Stephen D. | 2,690 |
| Feb 21, 2025 | Carver Samuel M. | 369 |
| Feb 7, 2025 | STERN JAMES F | 5,810 |
| Feb 7, 2025 | Heideman Robert J | 1,960 |
| Feb 7, 2025 | Lauber Charles T | 7,927 |
| Feb 7, 2025 | Wheeler Kevin J. | 30K |
| Feb 7, 2025 | Karge Douglas Samuel | 800 |
| Feb 7, 2025 | Scheppele Stephanie Melissa | 2,221 |
| Feb 7, 2025 | Carver Samuel M. | 1,932 |
| Feb 7, 2025 | Otchere Benjamin A | 907 |
| Feb 7, 2025 | O'Brien Stephen D. | 1,606 |
| Feb 7, 2025 | Schuh Darrell W. | 856 |
| Nov 18, 2024 | Heideman Robert J | 1,500 |
| Nov 14, 2024 | Carver Samuel M. | 1,199 |
| Aug 16, 2024 | O'Brien Stephen D. | 4,815 |
| Aug 7, 2024 | Carver Samuel M. | 15K |
| Jul 31, 2024 | STERN JAMES F | 6,680 |
| Jul 30, 2024 | BROWN RONALD D | 1,100 |
| Jul 25, 2024 | Wheeler Kevin J. | 32K |
| Apr 9, 2024 | MAPES CHRISTOPHER L | 1,626 |
| Apr 9, 2024 | SMITH MARK D | 1,626 |
| Apr 9, 2024 | MARTIN LOIS M | 1,626 |
| Apr 9, 2024 | Rajendra Ajita G | 1,626 |
| Apr 9, 2024 | Kadri Ilham | 1,626 |
| Apr 9, 2024 | Fister Todd W | 1,626 |
| Mar 5, 2024 | Heideman Robert J | 9,890 |
| Mar 4, 2024 | Rajendra Ajita G | 60K |
| Mar 1, 2024 | Rajendra Ajita G | 93K |
| Feb 15, 2024 | Heideman Robert J | 1,585 |
| Feb 8, 2024 | Petrarca Mark A | 5,104 |
| Feb 8, 2024 | STERN JAMES F | 6,136 |
| Feb 8, 2024 | Heideman Robert J | 3,432 |
| Feb 8, 2024 | Lauber Charles T | 8,846 |
| Feb 8, 2024 | Wheeler Kevin J. | 34K |
| Feb 8, 2024 | Warren David R | 5,146 |
| Feb 8, 2024 | Karge Douglas Samuel | 1,326 |
| Feb 8, 2024 | Scheppele Stephanie Melissa | 2,358 |
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.
The chart, in numbers
| Flow | Shares |
|---|---|
| Granted | 26K |
| Vested / exercised | 62K |
| Withheld for tax | 28K |
| Discretionary sales | 1,460 |
| Gifts | 3,644 |
| Kept | 54K |
Skin in the game
Directly held shares as reported after each trade, indexed to 100 at the start of the window, up to 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.
The chart, in numbers
| Insider | Start of the window | Latest reported | Indexed, start = 100 |
|---|---|---|---|
| SMITH MARK D | 117K | 119K | 101.6 |
| STERN JAMES F | 146K | 102K | 69.5 |
| Lauber Charles T | 28K | 47K | 165.4 |
| Kadri Ilham | 15K | 24K | 156.2 |
Who holds what
the 14 largest holdings of 20| Insider | Role | Shares held | Buys 12 m | Sales 12 m | 12 m | Last trade |
|---|---|---|---|---|---|---|
| Rajendra Ajita G Last trade Mar 4, 2024 | Director | 290K | – | – | Mar 4, 2024 | |
| Wheeler Kevin J. Executive Chairman Last trade Jul 30, 2025 | Officer | 137K | – | – | Jul 30, 2025 | |
| SMITH MARK D Last trade Jul 29, 2025 | Director | 125K | – | – | Jul 29, 2025 | |
| STERN JAMES F Exec VP, Corp Dev, Strat & Sec Last trade Aug 7, 2025 | Officer | 103K | – | – | Aug 7, 2025 | |
| Petrarca Mark A Senior Vice Pres. - H.R. & P.A Last trade Nov 14, 2023 | Officer | 89K | – | – | Nov 14, 2023 | |
| Lauber Charles T EVP & CFO Last trade Jun 5, 2018 | CFO | 49K | – | – | Jun 5, 2018 | |
| WOLF IDELLE K Last trade Feb 7, 2024 | Director | 46K | – | – | Feb 7, 2024 | |
| Kadri Ilham | Director | 24K | – | – | – | |
| Warren David R Senior VP & President and GM Last trade May 11, 2021 | Officer | 15K | – | – | May 11, 2021 | |
| Heideman Robert J Senior VP, CTO Last trade Feb 7, 2025 | Officer | 9,915 | – | – | Feb 7, 2025 | |
| MAPES CHRISTOPHER L Last trade Feb 11, 2011 | Director | 8,684 | – | – | Feb 11, 2011 | |
| 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
the 60 most recent of 1,692| Date | Insider | Type | Shares | Price | Value | Since trade | Filed |
|---|---|---|---|---|---|---|---|
| Mar 4, 2026 | Schuh Darrell W. (Officer) 1,104 shares $74.39 +0.0% since trade filed Mar 4, 2026 | Discretionary sale | 1,104 | $74.39 | $82K | +0.0% | Mar 4, 2026 |
| Feb 13, 2026 | Schuh Darrell W. (Officer) 356 shares $79.89 −6.9% since trade filed Feb 17, 2026 | Discretionary sale | 356 | $79.89 | $28K | −6.9% | Feb 17, 2026 |
| Aug 7, 2025 | STERN JAMES F (Officer) 17K shares $71.24 +4.4% since trade filed Aug 7, 2025 | Discretionary sale | 17K | $71.24 | $1.2M | +4.4% | Aug 7, 2025 |
| Jul 30, 2025 | Wheeler Kevin J. (Officer) 22K shares $71.26 +4.4% since trade filed Jul 30, 2025 | Discretionary sale | 22K | $71.26 | $1.6M | +4.4% | Jul 30, 2025 |
| Jul 29, 2025 | SMITH MARK D (Director) 2,400 shares $71.36 +4.3% since trade filed Jul 29, 2025 | Discretionary sale | 2,400 | $71.36 | $171K | +4.3% | Jul 29, 2025 |
| Feb 27, 2025 | Carver Samuel M. (Officer) 3,460 shares $66.51 +11.9% since trade filed Feb 27, 2025 | Discretionary sale | 3,460 | $66.51 | $230K | +11.9% | Feb 27, 2025 |
| Feb 7, 2025 | Heideman Robert J (Officer) 1,026 shares $65.65 +13.3% since trade filed Feb 11, 2025 | Discretionary sale | 1,026 | $65.65 | $67K | +13.3% | Feb 11, 2025 |
| Feb 7, 2025 | Karge Douglas Samuel (Officer) 419 shares $65.65 +13.3% since trade filed Feb 11, 2025 | Discretionary sale | 419 | $65.65 | $28K | +13.3% | Feb 11, 2025 |
| Aug 7, 2024 | Carver Samuel M. (Officer) 15K shares $81.00 −8.2% since trade filed Aug 8, 2024 | Discretionary sale | 15K | $81.00 | $1.2M | −8.2% | Aug 8, 2024 |
| Jul 30, 2024 | BROWN RONALD D (Director) 3,631 shares $85.67 −13.2% since trade filed Jul 31, 2024 | Discretionary sale | 3,631 | $85.67 | $311K | −13.2% | Jul 31, 2024 |
| Mar 5, 2024 | Heideman Robert J (Officer) 9,890 shares $84.63 −12.1% since trade filed Mar 5, 2024 | Discretionary sale | 9,890 | $84.63 | $837K | −12.1% | Mar 5, 2024 |
| Mar 4, 2024 | Rajendra Ajita G (Director) 60K shares $84.51 −12.0% since trade filed Mar 4, 2024 | Discretionary sale | 60K | $84.51 | $5.1M | −12.0% | Mar 4, 2024 |
| Mar 1, 2024 | Rajendra Ajita G (Director) 43K shares $84.01 −11.5% since trade filed Mar 4, 2024 | Discretionary sale | 43K | $84.01 | $3.6M | −11.5% | Mar 4, 2024 |
| Feb 29, 2024 | Rajendra Ajita G (Director) 25K shares $83.02 −10.4% since trade filed Feb 29, 2024 | Discretionary sale | 25K | $83.02 | $2.0M | −10.4% | Feb 29, 2024 |
| Feb 28, 2024 | Rajendra Ajita G (Director) 25K shares $83.03 −10.4% since trade filed Feb 29, 2024 | Discretionary sale | 25K | $83.03 | $2.1M | −10.4% | Feb 29, 2024 |
| Feb 7, 2024 | WOLF IDELLE K (Director) 814 shares $80.00 −7.0% since trade filed Feb 8, 2024 | Discretionary sale | 814 | $80.00 | $65K | −7.0% | Feb 8, 2024 |
| Nov 22, 2023 | SMITH MARK D (Director) 2,700 shares $76.01 −2.1% since trade filed Nov 27, 2023 | Discretionary sale | 2,700 | $76.01 | $205K | −2.1% | Nov 27, 2023 |
| Nov 17, 2023 | WOLF IDELLE K (Director) 1,000 shares $76.16 −2.3% since trade filed Nov 17, 2023 | Discretionary sale | 1,000 | $76.16 | $76K | −2.3% | Nov 17, 2023 |
| Nov 14, 2023 | Petrarca Mark A (Officer) 8,000 shares $75.70 −1.7% since trade filed Nov 14, 2023 | Discretionary sale | 8,000 | $75.70 | $606K | −1.7% | Nov 14, 2023 |
| Nov 14, 2023 | Heideman Robert J (Officer) 4,622 shares $75.69 −1.7% since trade filed Nov 14, 2023 | Discretionary sale | 4,622 | $75.69 | $350K | −1.7% | Nov 14, 2023 |
| Nov 13, 2023 | Petrarca Mark A (Officer) 11K shares $73.20 +1.6% since trade filed Nov 14, 2023 | Discretionary sale | 11K | $73.20 | $806K | +1.6% | Nov 14, 2023 |
| Nov 13, 2023 | STERN JAMES F (Officer) 8,118 shares $73.00 +1.9% since trade filed Nov 13, 2023 | Discretionary sale | 8,118 | $73.00 | $593K | +1.9% | Nov 13, 2023 |
| Nov 10, 2023 | Rajendra Ajita G (Director) 53K shares $72.39 +2.8% since trade filed Nov 13, 2023 | Discretionary sale | 53K | $72.39 | $3.8M | +2.8% | Nov 13, 2023 |
| Nov 10, 2023 | STERN JAMES F (Officer) 8,118 shares $72.00 +3.3% since trade filed Nov 13, 2023 | Discretionary sale | 8,118 | $72.00 | $584K | +3.3% | Nov 13, 2023 |
| Nov 6, 2023 | Rajendra Ajita G (Director) 3,978 shares $72.23 +3.0% since trade filed Nov 8, 2023 | Discretionary sale | 3,978 | $72.23 | $287K | +3.0% | Nov 8, 2023 |
| Nov 3, 2023 | Rajendra Ajita G (Director) 57K shares $72.24 +3.0% since trade filed Nov 3, 2023 | Discretionary sale | 57K | $72.24 | $4.1M | +3.0% | Nov 3, 2023 |
| Nov 2, 2023 | Rajendra Ajita G (Director) 1,651 shares $72.01 +3.3% since trade filed Nov 3, 2023 | Discretionary sale | 1,651 | $72.01 | $119K | +3.3% | Nov 3, 2023 |
| Aug 25, 2023 | Wheeler Kevin J. (CEO) 13K shares $69.09 +7.7% since trade filed Aug 25, 2023 | Discretionary sale | 13K | $69.09 | $892K | +7.7% | Aug 25, 2023 |
| Aug 4, 2023 | WOLF IDELLE K (Director) 1,142 shares $72.77 +2.2% since trade filed Aug 7, 2023 | Discretionary sale | 1,142 | $72.77 | $83K | +2.2% | Aug 7, 2023 |
| May 9, 2023 | Otchere Benjamin A (Officer) 4,285 shares $70.00 +6.3% since trade filed May 9, 2023 | Discretionary sale | 4,285 | $70.00 | $300K | +6.3% | May 9, 2023 |
| May 1, 2023 | SMITH MARK D (Director) 1,464 shares $69.75 +6.7% since trade filed May 3, 2023 | Discretionary sale | 1,464 | $69.75 | $102K | +6.7% | May 3, 2023 |
| Mar 6, 2023 | Larsen Michael M (Director) 4,000 shares $66.89 +11.2% since trade filed Mar 9, 2023 | Open-market buy | 4,000 | $66.89 | $268K | +11.2% | Mar 9, 2023 |
| Feb 15, 2023 | Heideman Robert J (Officer) 12K shares $67.31 +10.5% since trade filed Feb 15, 2023 | Discretionary sale | 12K | $67.31 | $827K | +10.5% | Feb 15, 2023 |
| Feb 6, 2023 | Kempken Daniel L (Officer) 2,500 shares $68.35 +8.8% since trade filed Feb 7, 2023 | Discretionary sale | 2,500 | $68.35 | $171K | +8.8% | Feb 7, 2023 |
| Feb 3, 2023 | Carver Samuel M. (Officer) 4,000 shares $69.65 +6.8% since trade filed Feb 6, 2023 | Discretionary sale | 4,000 | $69.65 | $279K | +6.8% | Feb 6, 2023 |
| Feb 2, 2023 | Rajendra Ajita G (Director) 39K shares $71.02 +4.8% since trade filed Feb 3, 2023 | Discretionary sale | 39K | $71.02 | $2.8M | +4.8% | Feb 3, 2023 |
| Nov 11, 2022 | BROWN RONALD D (Director) 4,165 shares $60.48 +23.0% since trade filed Nov 14, 2022 | Discretionary sale | 4,165 | $60.48 | $252K | +23.0% | Nov 14, 2022 |
| May 3, 2022 | Carver Samuel M. (Officer) 2,000 shares $59.57 +24.9% since trade filed May 3, 2022 | Discretionary sale | 2,000 | $59.57 | $119K | +24.9% | May 3, 2022 |
| Feb 22, 2022 | Larsen Michael M (Director) 3,925 shares $69.87 +6.5% since trade filed Feb 22, 2022 | Open-market buy | 3,925 | $69.87 | $274K | +6.5% | Feb 22, 2022 |
| Dec 8, 2021 | Rajendra Ajita G (Director) 4,209 shares $83.29 −10.7% since trade filed Dec 8, 2021 | Discretionary sale | 4,209 | $83.29 | $351K | −10.7% | Dec 8, 2021 |
| Dec 7, 2021 | Rajendra Ajita G (Director) 900 shares $83.55 −11.0% since trade filed Dec 8, 2021 | Discretionary sale | 900 | $83.55 | $75K | −11.0% | Dec 8, 2021 |
| Dec 7, 2021 | Rajendra Ajita G (Director) 7,210 shares $83.32 −10.7% since trade filed Dec 8, 2021 | Discretionary sale | 7,210 | $83.32 | $601K | −10.7% | Dec 8, 2021 |
| Dec 7, 2021 | Otchere Benjamin A (Officer) 1,905 shares $82.89 −10.3% since trade filed Dec 8, 2021 | Discretionary sale | 1,905 | $82.89 | $158K | −10.3% | Dec 8, 2021 |
| Nov 23, 2021 | Rajendra Ajita G (Director) 1,044 shares $83.29 −10.7% since trade filed Nov 26, 2021 | Discretionary sale | 1,044 | $83.29 | $87K | −10.7% | Nov 26, 2021 |
| Nov 22, 2021 | Rajendra Ajita G (Director) 23K shares $83.12 −10.5% since trade filed Nov 23, 2021 | Discretionary sale | 23K | $83.12 | $2.0M | −10.5% | Nov 23, 2021 |
| Nov 22, 2021 | Rajendra Ajita G (Director) 25K shares $83.26 −10.7% since trade filed Nov 23, 2021 | Discretionary sale | 25K | $83.26 | $2.1M | −10.7% | Nov 23, 2021 |
| Nov 22, 2021 | Kempken Daniel L (Officer) 2,300 shares $82.88 −10.2% since trade filed Nov 23, 2021 | Discretionary sale | 2,300 | $82.88 | $191K | −10.2% | Nov 23, 2021 |
| Nov 17, 2021 | Rajendra Ajita G (Director) 45K shares $82.29 −9.6% since trade filed Nov 18, 2021 | Discretionary sale | 45K | $82.29 | $3.7M | −9.6% | Nov 18, 2021 |
| Nov 15, 2021 | Carver Samuel M. (Officer) 5,140 shares $81.33 −8.5% since trade filed Nov 15, 2021 | Discretionary sale | 5,140 | $81.33 | $418K | −8.5% | Nov 15, 2021 |
| Nov 12, 2021 | WOLF IDELLE K (Director) 1,157 shares $81.24 −8.4% since trade filed Nov 12, 2021 | Discretionary sale | 1,157 | $81.24 | $94K | −8.4% | Nov 12, 2021 |
| Nov 8, 2021 | Heideman Robert J (Officer) 9,243 shares $77.49 −4.0% since trade filed Nov 9, 2021 | Discretionary sale | 9,243 | $77.49 | $716K | −4.0% | Nov 9, 2021 |
| Nov 2, 2021 | WOLF IDELLE K (Director) 1,500 shares $78.13 −4.8% since trade filed Nov 3, 2021 | Discretionary sale | 1,500 | $78.13 | $117K | −4.8% | Nov 3, 2021 |
| Nov 2, 2021 | Rajendra Ajita G (Director) 124K shares $76.87 −3.2% since trade filed Nov 3, 2021 | Discretionary sale | 124K | $76.87 | $9.5M | −3.2% | Nov 3, 2021 |
| Nov 1, 2021 | WOLF IDELLE K (Director) 1,000 shares $74.78 −0.5% since trade filed Nov 1, 2021 | Discretionary sale | 1,000 | $74.78 | $75K | −0.5% | Nov 1, 2021 |
| Nov 1, 2021 | BROWN RONALD D (Director) 15K shares $74.41 −0.0% since trade filed Nov 1, 2021 | Discretionary sale | 15K | $74.41 | $1.1M | −0.0% | Nov 1, 2021 |
| Nov 1, 2021 | Rajendra Ajita G (Director) 56K shares $74.86 −0.6% since trade filed Nov 2, 2021 | Discretionary sale | 56K | $74.86 | $4.2M | −0.6% | Nov 2, 2021 |
| Jun 2, 2021 | WOLF IDELLE K (Director) 1,985 shares $71.35 filed Jun 3, 2021 | Discretionary sale | 1,985 | $71.35 | $142K | – | Jun 3, 2021 |
| May 28, 2021 | Rajendra Ajita G (Director) 50K shares $71.10 filed Jun 2, 2021 | Discretionary sale | 50K | $71.10 | $3.6M | – | Jun 2, 2021 |
| May 18, 2021 | SMITH BRUCE M (Director) 5,226 shares $69.65 filed May 19, 2021 | Discretionary sale | 5,226 | $69.65 | $364K | – | May 19, 2021 |
| May 11, 2021 | Warren David R (Officer) 30K shares $70.79 filed May 12, 2021 | Discretionary sale | 30K | $70.79 | $2.2M | – | May 12, 2021 |
“Since trade” compares with the latest insider-implied price, not a market quote: these pages are built from filings alone. A role here is the one on that day's Form 4, so somebody promoted since appears under both titles.
Filing hygiene
149 Forms 4, 3 years
2 filed late
7 amendments
1.4 avg. days to file
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.