SMITH A O CORP·4

Jul 2, 2:38 PM ET

Anderson Carrie L 4

4 · SMITH A O CORP · Filed Jul 2, 2026

Research Summary

AI-generated summary of this filing

Updated

A. O. Smith (AOS) CFO Carrie L. Anderson Receives RSU Award

What Happened

  • Carrie L. Anderson, Executive Vice President & Chief Financial Officer of A. O. Smith (AOS), received a grant of 32,060 restricted stock units (RSUs) on 2026-07-01. The grant is recorded at $62.38 per unit for a total grant value of $1,999,903. The filing characterizes this as a derivative acquisition (award) rather than an open-market purchase or sale.

Key Details

  • Transaction date: 2026-07-01; filing date: 2026-07-02 (filed promptly the next day).
  • Grant details: 32,060 RSUs at $62.38 per RSU; total grant value $1,999,903.
  • Shares owned after transaction: not specified in the provided filing excerpt.
  • Footnotes: (F1) Each RSU represents the right to receive one share of common stock at settlement. (F2) RSUs were granted under the A. O. Smith Combined Incentive Compensation Plan, transaction exempt under Rule 16b-3; RSUs vest and become payable in common stock on 07/01/2032.
  • Transaction type: A = Award/Grant (not a market buy or sale).

Context

  • RSUs are deferred compensation: they do not deliver shares immediately but give the holder the right to receive shares on the vesting/settlement date (here, six years after grant). This is a routine long-term incentive award to an executive and is exempt under Rule 16b-3, so it does not imply immediate trading intent.

Insider Transaction Report

Form 4
Period: 2026-07-01
Transactions
  • Award

    Restricted Stock Units

    [F1][F2]
    2026-07-01$62.38/sh+32,060$1,999,90332,060 total
    Common Stock (32,060 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 07/01/2026 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 07/01/2032.
Signature
Paul J. Jones, Attorney-in-Fact for Carrie L. Anderson|2026-07-02

Documents

1 file
  • 4
    wk-form4_1783017522.xmlPrimary

    FORM 4