SMITH A O CORP·4

Apr 15, 2:48 PM ET

HOLT VICTORIA M 4

Research Summary

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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.