Smith A O AOS Insider Ownership

NYSE AOS

$56.93 -0.90 (-1.56%)

As of: Sep 10, 2026 · 12:52 PM EDT

Insider Holdings by Owner

804.89K Shares

Insider Ownership Statistics

as of 30 Sep, 2026

Insider Ownership

—

share count not reported for this filer set

Shares Held by Insiders

6.45K

filed for Sep 2026

■0.00% QoQ

Shares Outstanding

—

not reported

Direct Holdings

6.45K

Indirect: 0

Net Shares Traded (QoQ)

no net change in Sep 2026

Insiders Holding Shares

with Form 4 holdings on file

Shares Owned by Insiders

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Insiders

Bought Sold

Latest quarter —

Net over range —

Buying quarters —

Insider Ownership Summary

Quarter ending 30 Sep, 2026

As of September 09, 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), Kevin J. Wheeler (Executive Chairman, 128.35K shares).

A detailed ownership breakdown for Smith A O is not available at this time.
According to Business Quant data, insider ownership at Smith A O stands at 0.47%, comprising 6.45K shares out of 137.15Mn total outstanding.
These positions in AOS grew 7.13% from last quarter, with total shares rising from 6.02K to 6.45K.
There were no significant purchases by Smith A O's insiders in the last 90 days.
Smith A O had no significant insider sales in the last 90 days.

Form 4 Holdings

Insiders Holding AOS

Insiders 27

Shares held 804.89K

Of outstanding —

#	Insider	Position	Direct	Total	Share of Insiders	Last Filed
1	Kevin J. Wheeler	Executive Chairman	128,348	128,348	15.9%	17 Feb, 2026
2	Mark D Smith	Director	118,504	118,504	14.7%	15 Apr, 2026
3	James F Stern	Exec Vp, Corp Dev, Strat Sec	101,547	101,547	12.6%	17 Feb, 2026
4	Gene C Wulf	Director	87,958	87,958	10.9%	13 Apr, 2022
5	Mark A Petrarca	Senior Vice Pres. H.R. P.A	87,407	87,407	10.9%	09 Feb, 2024
6	Ajita G Rajendra	Executive Chairman	58,577	58,577	7.3%	10 Apr, 2024
7	Charles T Lauber	Evp Cfo	47,119	47,119	5.9%	17 Feb, 2026
8	Idelle K Wolf	Director	45,140	45,140	5.6%	08 Feb, 2024
9	Ilham Kadri	Director	23,579	23,579	2.9%	15 Apr, 2026
10	Wallace E Goodwin	Svp; President, Lochinvar, Llc	17,892	17,892	2.2%	15 Feb, 2022
11	David R Warren	Senior Vp President And Gm	13,228	13,228	1.6%	09 Feb, 2024
12	Michael M Larsen	Director	11,425	11,425	1.4%	09 Mar, 2023
13	Daniel L Kempken	Svp Strategy Corp. Dev.	9,087	9,087	1.1%	22 Feb, 2023
14	Robert J Heideman	Senior Vp, Cto	8,889	8,889	1.1%	11 Feb, 2025
15	Stephen D. O'Brien	Svp; Pres General Mngr Nawh	6,510	6,510	0.8%	17 Feb, 2026
16	Lois M Martin	Director	6,445	6,445	0.8%	15 Apr, 2026
17	Christopher L Mapes	Executive Vice President	6,277	6,277	0.8%	09 Apr, 2025
18	Earl E. Exum	Director	4,286	4,286	0.5%	13 Apr, 2023
19	Todd W Fister	Director	4,094	4,094	0.5%	09 Apr, 2025
20	Douglas Samuel Karge	Svp President Na Water Treat	3,890	3,890	0.5%	17 Feb, 2026
21	Stephanie Melissa Scheppele	Svp Cio	3,309	3,309	0.4%	11 Feb, 2025
22	Samuel M. Carver	Svp Global Operations	2,713	2,713	0.3%	24 Feb, 2026
23	Anindadeb Vjaykumar Dasgupta	Senior Vice President	2,377	2,377	0.3%	15 Feb, 2022
24	Darrell W. Schuh	Svp; President Gm Lochinvar	2,201	2,201	0.3%	04 Mar, 2026
25	Benjamin A Otchere	Vice President And Controller	2,148	2,148	0.3%	17 Feb, 2026
26	Patricia K Ackerman	Senior Vice President	1,802	1,802	0.2%	15 Feb, 2022
27	Bruce M Smith	Director	142	142	0.0%	14 Jul, 2021

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.

Form 4 Filings

5,217 Insider Transactions

Source SEC Form 4

Latest quarter Sep 2026

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	Ilham Kadri	Director	Acquired A	2,262	$66.32	$150.02K	23,579	Direct
13 Apr, 2026	Mark D Smith	Director	Acquired A	2,262	$66.32	$150.02K	118,504	Direct
13 Apr, 2026	Lois M Martin	Director	Acquired A	2,262	$66.32	$150.02K	6,445	Direct
13 Apr, 2026	Mark D Smith	Director	Acquired A	2,262	$66.32	$150.02K	118,504	Direct
13 Apr, 2026	Mark D Smith	Director	Acquired A	2,262	$66.32	$150.02K	118,504	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	Aaron W Saak	Director	Acquired A	2,262	$66.32	$150.02K	2,262	Direct
04 Mar, 2026	Darrell W. Schuh	Svp; President Gm Lochinvar	Disposed S	1,104	$74.39	$82.13K	2,201	Direct
13 Feb, 2026	Darrell W. Schuh	Svp; President Gm Lochinvar	Disposed F	356	$79.89	$28.44K	3,295	Direct
13 Feb, 2026	Darrell W. Schuh	Svp; President Gm Lochinvar	Disposed F	356	$79.89	$28.44K	3,295	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
13 Feb, 2026	Darrell W. Schuh	Svp; President Gm Lochinvar	Disposed F	356	$79.89	$28.44K	3,295	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
04 Mar, 2026	Darrell W. Schuh	Svp; President Gm Lochinvar	Disposed S	1,104	$74.39	$82.13K	2,201	Direct
04 Mar, 2026	Darrell W. Schuh	Svp; President Gm Lochinvar	Disposed S	1,104	$74.39	$82.13K	2,201	Direct

Showing 1 to 20 of 5,217 transactions