O'Brien Stephen D. 4

What Happened

• Stephen D. O'Brien, Senior Vice President and President & General Manager, North America Water Heating for A. O. Smith (AOS), was granted 4,900 restricted stock units (RSUs) on 02/09/2026. The reported acquisition price is $0.00 (no cash paid) and the grant is reported as a derivative award on the Form 4.

Key Details

• Transaction date: 2026-02-09; Form 4 filed 2026-02-11.
• Grant: 4,900 RSUs; reported acquisition price: $0.00.
• Vesting/settlement: RSUs become payable in common stock on 02/09/2029 (see footnote).
• Plan and exemption: Granted under the A. O. Smith Combined Incentive Compensation Plan; transaction exempt under Rule 16b-3.
• Shares owned after transaction: not reported in this Form 4.

Context

• RSUs are a compensatory, derivative award that give the holder the right to receive one share per unit at settlement (per the filing footnote). No shares were sold or purchased on the open market; this is a time-based equity grant rather than a market trade. The filing appears timely (filed two days after the grant) and does not itself indicate any immediate cash flow or market sale.