SMITH A O CORP·4

Feb 11, 5:26 PM ET

Shafer Stephen M 4

4 · SMITH A O CORP · Filed Feb 11, 2026

Research Summary

AI-generated summary of this filing

Updated

AOS CEO Stephen Shafer Receives 33,505 RSUs

What Happened
Stephen M. Shafer, President, CEO and a director of A. O. Smith (AOS), was granted 33,505 restricted stock units (RSUs) on 02/09/2026. The award is recorded at $0.00 per unit (a compensatory derivative grant) and will convert to common stock upon vesting; there was no cash purchase or sale. The grant is reported as exempt under Rule 16b-3.

Key Details

  • Transaction date: 02/09/2026 (Grant); Form 4 filed 02/11/2026 (timely within the two-business-day Form 4 deadline).
  • Security: 33,505 restricted stock units (derivative award) at $0.00 per unit.
  • Vesting/settlement: RSUs become payable in common stock on 02/09/2029.
  • Footnotes: Each RSU represents the right to receive one share at settlement; grant made under the A. O. Smith Combined Incentive Compensation Plan and is exempt under Rule 16b-3.
  • Shares owned after the transaction: Not specified in the provided filing.

Context
RSUs are a form of compensation that give the holder the right to receive shares in the future if vesting conditions are met; they do not result in immediate share ownership or proceeds. Such awards are common for executive pay and retention and should be viewed as compensation rather than an open-market purchase or sale; they do not alone indicate the insider’s short-term market view.

Insider Transaction Report

Form 4
Period: 2026-02-09
Shafer Stephen M
DirectorPresident and CEO
Transactions
  • Award

    Restricted Stock Units

    [F1][F2]
    2026-02-09+33,505105,195 total
    Common Stock (33,505 underlying)
Footnotes (2)
  • [F1]Each restricted stock unit represents the right to receive, at settlement, one share of Common Stock.
  • [F2]The restricted stock units were granted on 02/09/2026 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 02/09/2029.
Signature
James F. Stern, Attorney-in-Fact for Stephen M. Shafer|2026-02-11

Documents

1 file
  • 4
    wk-form4_1770848769.xmlPrimary

    FORM 4