As of September 29, 2026, Smith A O's top three insider holders are Ajita G Rajendra (Director, 231.41K shares), Kevin J. Wheeler (Executive Chairman, 128.35K shares), Mark D Smith (Director, 118.50K shares).
| # | Insider | Position | Direct | Indirect | Total | Share of Insiders | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Kevin J. Wheeler | Executive Chairman | 128,348 | 0 | 128,348 | 15.9% | 17 Feb, 2026 |
| 2 | Mark D Smith | Director | 118,504 | 0 | 118,504 | 14.6% | 15 Apr, 2026 |
| 3 | James F Stern | Exec Vp, Corp Dev, Strat Sec | 101,547 | 0 | 101,547 | 12.5% | 17 Feb, 2026 |
| 4 | Gene C Wulf | Director | 87,958 | 0 | 87,958 | 10.9% | 13 Apr, 2022 |
| 5 | Mark A Petrarca | Senior Vice Pres. H.R. P.A | 87,407 | 0 | 87,407 | 10.8% | 09 Feb, 2024 |
| 6 | Ajita G Rajendra | Executive Chairman | 58,577 | 0 | 58,577 | 7.2% | 10 Apr, 2024 |
| 7 | Charles T Lauber | Evp Cfo | 47,119 | 0 | 47,119 | 5.8% | 17 Feb, 2026 |
| 8 | Idelle K Wolf | Director | 45,140 | 0 | 45,140 | 5.6% | 08 Feb, 2024 |
| 9 | Ilham Kadri | Director | 23,579 | 0 | 23,579 | 2.9% | 15 Apr, 2026 |
| 10 | Wallace E Goodwin | Svp; President, Lochinvar, Llc | 17,892 | 0 | 17,892 | 2.2% | 15 Feb, 2022 |
| 11 | David R Warren | Senior Vp President And Gm | 13,228 | 0 | 13,228 | 1.6% | 09 Feb, 2024 |
| 12 | Michael M Larsen | Director | 11,425 | 0 | 11,425 | 1.4% | 09 Mar, 2023 |
| 13 | Daniel L Kempken | Svp Strategy Corp. Dev. | 9,087 | 0 | 9,087 | 1.1% | 22 Feb, 2023 |
| 14 | Robert J Heideman | Senior Vp, Cto | 8,889 | 0 | 8,889 | 1.1% | 11 Feb, 2025 |
| 15 | Christopher L Mapes | Executive Vice President | 8,684 | 0 | 8,684 | 1.1% | 15 Apr, 2026 |
| 16 | Stephen D. O'Brien | Svp; Pres General Mngr Nawh | 6,510 | 0 | 6,510 | 0.8% | 17 Feb, 2026 |
| 17 | Lois M Martin | Director | 6,445 | 0 | 6,445 | 0.8% | 15 Apr, 2026 |
| 18 | Todd W Fister | Director | 6,356 | 0 | 6,356 | 0.8% | 15 Apr, 2026 |
| 19 | Earl E. Exum | Director | 4,286 | 0 | 4,286 | 0.5% | 13 Apr, 2023 |
| 20 | Douglas Samuel Karge | Svp President Na Water Treat | 3,890 | 0 | 3,890 | 0.5% | 17 Feb, 2026 |
| 21 | Stephanie Melissa Scheppele | Svp Cio | 3,309 | 0 | 3,309 | 0.4% | 11 Feb, 2025 |
| 22 | Samuel M. Carver | Svp Global Operations | 2,713 | 0 | 2,713 | 0.3% | 24 Feb, 2026 |
| 23 | Anindadeb Vjaykumar Dasgupta | Senior Vice President | 2,377 | 0 | 2,377 | 0.3% | 15 Feb, 2022 |
| 24 | Darrell W. Schuh | Svp; President Gm Lochinvar | 2,201 | 0 | 2,201 | 0.3% | 04 Mar, 2026 |
| 25 | Benjamin A Otchere | Vice President And Controller | 2,148 | 0 | 2,148 | 0.3% | 17 Feb, 2026 |
| 26 | Patricia K Ackerman | Senior Vice President | 1,802 | 0 | 1,802 | 0.2% | 15 Feb, 2022 |
Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.
| Date | Insider | Position | Transaction | Shares | Price | Value | Shares Held After | Ownership |
|---|---|---|---|---|---|---|---|---|
| 01 Jul, 2026 | Carrie L Anderson | Evp Cfo | Acquired A | 32,060 | $62.38 | $2.00Mn | 32,060 | Direct |
| 23 Apr, 2026 | Aaron W Saak | Director | Acquired A | 2,296 | $65.34 | $150.02K | 2,296 | Direct |
| 13 Apr, 2026 | Todd W Fister | Director | Acquired A | 2,262 | $66.32 | $150.02K | 6,356 | Direct |
| 13 Apr, 2026 | Lois M Martin | Director | Acquired A | 2,262 | $66.32 | $150.02K | 6,445 | Direct |
| 13 Apr, 2026 | Ilham Kadri | Director | Acquired A | 2,262 | $66.32 | $150.02K | 23,579 | Direct |
| 13 Apr, 2026 | Christopher L Mapes | Director | Acquired A | 2,262 | $66.32 | $150.02K | 8,684 | Direct |
| 13 Apr, 2026 | Mark D Smith | Director | Acquired A | 2,262 | $66.32 | $150.02K | 118,504 | Direct |
| 13 Apr, 2026 | Michael M Larsen | Director | Acquired A | 2,262 | $66.32 | $150.02K | 13,284 | Direct |
| 13 Apr, 2026 | Victoria M Holt | Director | Acquired A | 2,262 | $66.32 | $150.02K | 13,284 | Direct |
| 13 Apr, 2026 | Aaron W Saak | Director | Acquired A | 2,262 | $66.32 | $150.02K | 2,262 | Direct |
| 13 Feb, 2026 | Darrell W. Schuh | Svp; President Gm Lochinvar | Disposed F | 356 | $79.89 | $28.44K | 3,295 | Direct |
| 04 Mar, 2026 | Darrell W. Schuh | Svp; President Gm Lochinvar | Disposed S | 1,104 | $74.39 | $82.13K | 2,201 | Direct |
| 23 Feb, 2026 | Samuel M. Carver | Svp Global Operations | Disposed G | 1,144 | — | — | 2,713 | Direct |
| 13 Feb, 2026 | Jack Qiu | Svp Pres. A. O. Smith China | Disposed M | 3,275 | $0.00 | $0 | 0 | Direct |
| 13 Feb, 2026 | Charles T Lauber | Evp Cfo | Acquired M | 9,460 | $0.00 | $0 | 49,312 | Direct |
| 13 Feb, 2026 | Darrell W. Schuh | Svp; President Gm Lochinvar | Acquired M | 1,460 | $0.00 | $0 | 3,651 | Direct |
| 13 Feb, 2026 | James F Stern | Exec Vp, Corp Dev, Strat Sec | Acquired M | 6,850 | $0.00 | $0 | 103,134 | Direct |
| 13 Feb, 2026 | Kevin J. Wheeler | Executive Chairman | Acquired M | 36,045 | $0.00 | $0 | 136,692 | Direct |
| 13 Feb, 2026 | Douglas Samuel Karge | Svp President Na Water Treat | Acquired M | 1,415 | $0.00 | $0 | 4,218 | Direct |
| 13 Feb, 2026 | Samuel M. Carver | Svp Global Operations | Acquired M | 2,605 | $0.00 | $0 | 4,174 | Direct |