SMITH A O CORP·4

Apr 15, 2:48 PM ET

HOLT VICTORIA M 4

4 · SMITH A O CORP · Filed Apr 15, 2026

Research Summary

AI-generated summary of this filing

Updated

A. O. Smith (AOS) Director Victoria M. Holt Receives RSU Award

What Happened

  • Victoria M. Holt, a director of A. O. Smith Corp. (AOS), received a grant of 2,262 Restricted Stock Units (RSUs) on April 13, 2026. The award is reported as a derivative acquisition (transaction code A) with an implied per-unit value of $66.32, for a total reported value of $150,016.
  • This grant represents compensation (a retainer payment) issued under the A. O. Smith Nonqualified Deferred Compensation Plan rather than an open-market purchase or sale.

Key Details

  • Transaction date: 2026-04-13; Filing date: 2026-04-15 (timely — within two business days).
  • Units granted: 2,262 RSUs; per-unit valuation used: $66.32; total value: $150,016.
  • Shares owned after transaction: Not specified in the provided excerpt of the filing.
  • Footnotes of note:
    • F1: Retainer payable in RSUs, valued using the average of the high and low stock price on Apr 13, 2026.
    • F2: Ms. Holt elected to defer receipt under the Plan (deferral of payout timing).
    • F3: RSUs receive a quarterly dividend reinvestment; 215 additional RSUs were credited as dividend reinvestment.
  • Transaction type: Award/compensation (not a market purchase or sale).

Context

  • RSU grants to directors are typically routine compensation (retainers) rather than a direct bullish or bearish signal about the company's stock.
  • Because Ms. Holt deferred receipt under the nonqualified plan, the award is being handled as deferred compensation; dividend equivalents were reinvested as additional RSUs per the plan rules.

Insider Transaction Report

Form 4
Period: 2026-04-13
Transactions
  • Award

    Restricted Stock Units

    [F1][F2][F3]
    2026-04-13$66.32/sh+2,262$150,01613,284 total
    Exercise: $0.00Common Stock (2,262 underlying)
Holdings
  • Common Stock

    10
Footnotes (3)
  • [F1]Payment of retainer in Restricted Stock Units under the A. O. Smith Nonqualified Deferred Compensation Plan based on the average of the high and the low price of Common Stock on April 13, 2026.
  • [F2]The Plan permits the participant to defer the receipt of the award, and Ms. Holt has made a deferral.
  • [F3]The Restricted Stock Units receive a quarterly dividend pursuant to a dividend reinvestment feature of the A. O. Smith Nonqualified Deferred Compensation Plan. The total amount of the dividends received was 215 units of Restricted Stock Units.
Signature
James F. Stern, Attorney-in-Fact for Victoria M. Holt|2026-04-15

Documents

1 file
  • 4
    wk-form4_1776278888.xmlPrimary

    FORM 4