Smith A O AOS Insider Ownership

Updated Oct 16, 2026

Over the past year, AOS insiders sold $110,565 of stock (1.46K shares) on the open market and bought none.

• Darrell W. Schuh (SVP; President & GM Lochinvar) was the top open-market seller of Smith A O over the past 12 months, with $110,565 sold (1.46K shares) and the latest sale on March 4, 2026.
• Away from the open market, AOS insiders received 16.59K shares in stock awards, acquired 60.74K shares through option exercises and conversions, gave up 28.35K shares to cover taxes or exercise prices and gave away 3.64K shares as gifts over the last 12 months.
• Per Business Quant, AOS insiders together hold 771.86K shares based on their latest Form 4 filings, unchanged from 771.86K shares at the end of Q2 2026.
• Of the 771.86K shares held by Smith A O insiders, 481.68K shares (62.40%) are held directly and 290.18K shares (37.60%) indirectly, through trusts, partnerships, family members and other entities.
• Holdings in Smith A O stock are reported by 17 insiders, the officers, directors and 10% owners who have filed a Form 4 in the past two years.
• AOS's largest insider holders by reported holdings are Mark D. Smith (Director, 408.69K shares), Kevin J. Wheeler (Executive Chairman, 128.35K shares) and James F. Stern (Executive VP, Corporate Development, Strategy & Secretary, 101.55K shares).
• The largest insider, Mark D. Smith, holds 52.95% of AOS's insider total.
• Institutions owned 91.89% of AOS shares as of Q2 2026; insiders' latest Form 4 filings account for about 0.56%, leaving roughly 7.55% with other investors, including the public.
• Over the trailing 12 months, 24 insiders reported transactions in AOS stock across 39 Form 4 filings.
• The insider data for AOS reflects Form 4 filings through July 2, 2026.