According to recent filings covering the 90 days ending February 19, 2026, the three most significant insider holders at Smith A O are Director Ajita G Rajendra (289.98K shares), Executive Chairman Kevin J. Wheeler (128.35K shares), Director Mark D Smith (125.20K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Ajita G Rajendra | 289,982 | 10 Apr, 2024 | |
| Kevin J. Wheeler | Executive Chairman | 128,348 | 17 Feb, 2026 |
| Mark D Smith | 125,198 | 29 Jul, 2025 | |
| James F Stern | Exec Vp And Corp Dev And Strat & Sec | 101,547 | 17 Feb, 2026 |
| Gene C Wulf | 87,958 | 13 Apr, 2022 | |
| Mark A Petrarca | Senior Vice Pres. H.R. & P.A | 87,407 | 09 Feb, 2024 |
| Charles T Lauber | Evp & Cfo | 47,119 | 17 Feb, 2026 |
| Idelle K Wolf | 45,140 | 08 Feb, 2024 | |
| Ilham Kadri | 21,317 | 09 Apr, 2025 | |
| Wallace E Goodwin | Svp; President And Lochinvar And Llc | 17,892 | 15 Feb, 2022 |
| David R Warren | Senior Vp & President And Gm | 13,228 | 09 Feb, 2024 |
| Michael M Larsen | 11,425 | 09 Mar, 2023 | |
| Daniel L Kempken | Svp Strategy & Corp. Dev. | 9,087 | 22 Feb, 2023 |
| Robert J Heideman | Senior Vp And Cto | 8,889 | 11 Feb, 2025 |
| Stephen D. O'Brien | Svp; Pres & General Mngr Nawh | 6,510 | 17 Feb, 2026 |
| Christopher L Mapes | 6,277 | 09 Apr, 2025 | |
| Earl E. Exum | 4,286 | 13 Apr, 2023 | |
| Lois M Martin | 4,094 | 09 Apr, 2025 | |
| Todd W Fister | 4,094 | 09 Apr, 2025 | |
| Douglas Samuel Karge | Svp President Na Water Treat | 3,890 | 17 Feb, 2026 |
| Samuel M. Carver | Svp Global Operations | 3,857 | 17 Feb, 2026 |
| Stephanie Melissa Scheppele | Svp Cio | 3,309 | 11 Feb, 2025 |
| Darrell W. Schuh | Svp; President & Gm Lochinvar | 3,295 | 17 Feb, 2026 |
| Anindadeb Vjaykumar Dasgupta | Senior Vice President | 2,377 | 15 Feb, 2022 |
| Benjamin A Otchere | Vice President And Controller | 2,148 | 17 Feb, 2026 |
| Victoria M Holt | 1,922 | 15 Apr, 2021 | |
| Patricia K Ackerman | Senior Vice President | 1,802 | 15 Feb, 2022 |
| Helen E Gurholt | Vice President And Controller | 1,503 | 12 May, 2021 |
| Bruce M Smith | 142 | 14 Jul, 2021 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 13 Feb, 2026 | James F Stern | Common Stock | A | 6,850 | $0.00 | 103,134 | D | M |
| 13 Feb, 2026 | James F Stern | Common Stock | A | 1,633 | $79.89 | 101,547 | D | A |
| 13 Feb, 2026 | James F Stern | Common Stock | D | 3,220 | $79.89 | 99,914 | D | F |
| 13 Feb, 2026 | Charles T Lauber | Common Stock | A | 9,460 | $0.00 | 49,312 | D | M |
| 13 Feb, 2026 | Charles T Lauber | Common Stock | D | 4,447 | $79.89 | 44,865 | D | F |
| 13 Feb, 2026 | Charles T Lauber | Common Stock | A | 2,254 | $79.89 | 47,119 | D | A |
| 13 Feb, 2026 | Kevin J. Wheeler | Common Stock | A | 36,045 | $0.00 | 136,692 | D | M |
| 13 Feb, 2026 | Kevin J. Wheeler | Common Stock | D | 16,942 | $79.89 | 119,750 | D | F |
| 13 Feb, 2026 | Kevin J. Wheeler | Common Stock | A | 8,598 | $79.89 | 128,348 | D | A |
| 13 Feb, 2026 | Douglas Samuel Karge | Common Stock | A | 338 | $79.89 | 3,890 | D | A |
| 13 Feb, 2026 | Douglas Samuel Karge | Common Stock | D | 666 | $79.89 | 3,552 | D | F |
| 13 Feb, 2026 | Douglas Samuel Karge | Common Stock | A | 1,415 | $0.00 | 4,218 | D | M |
| 13 Feb, 2026 | Samuel M. Carver | Common Stock | D | 1,026 | $79.89 | 3,148 | D | F |
| 13 Feb, 2026 | Samuel M. Carver | Common Stock | A | 2,605 | $0.00 | 4,174 | D | M |
| 13 Feb, 2026 | Samuel M. Carver | Common Stock | A | 709 | $79.89 | 3,857 | D | A |
| 13 Feb, 2026 | Benjamin A Otchere | Common Stock | A | 1,460 | $0.00 | 2,693 | D | M |
| 13 Feb, 2026 | Benjamin A Otchere | Common Stock | D | 545 | $79.89 | 2,148 | D | F |
| 13 Feb, 2026 | Stephen D. O'Brien | Common Stock | A | 2,905 | $0.00 | 6,863 | D | M |
| 13 Feb, 2026 | Stephen D. O'Brien | Common Stock | D | 1,144 | $0.00 | 5,719 | D | F |
| 13 Feb, 2026 | Stephen D. O'Brien | Common Stock | A | 791 | $0.00 | 6,510 | D | A |