Carrie Anderson to become A. O. Smith (NYSE: AOS) CFO July 2026
Filing Impact
Filing Sentiment
Form Type
8-K
Rhea-AI Filing Summary
A. O. Smith Corporation has selected Carrie Anderson as Executive Vice President and Chief Financial Officer, effective July 1, 2026. She will succeed long-time CFO Charles T. Lauber, who plans to retire but will remain for a period after that date to support the transition.
Anderson, age 57, has held senior finance roles at Campbell’s, Integra LifeSciences, Dover and Delphi, and began her career at General Motors. Her ongoing pay and benefits will generally align with other executive officers, and she will receive a one-time restricted stock unit award valued at $1,500,000 that vests three years after the grant date, plus relocation assistance including a special allowance equal to two months of salary.
Positive
- None.
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8-K Event Classification
2 items: 5.02, 9.01
2 items
Item 5.02
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers
Governance
Key personnel changes including departures, elections, or appointments of directors and executive officers.
Item 9.01
Financial Statements and Exhibits
Exhibits
Financial statements, pro forma financial information, and exhibit attachments filed with this report.
Key Figures
CFO effective date: July 1, 2026
Sign-on RSU award: $1,500,000
RSU vesting period: 3 years
+2 more
5 metrics
CFO effective date
July 1, 2026
Date Carrie Anderson becomes Executive Vice President and CFO
Sign-on RSU award
$1,500,000
Restricted stock units granted as incentive to join A. O. Smith
RSU vesting period
3 years
Restricted stock units vest three years after grant date
Relocation allowance
2 months of salary
Special allowance to cover incidental relocation expenses
New CFO age
57
Age of Carrie Anderson at time of appointment disclosure
Key Terms
restricted stock units, Executive Bonus Plan, Combined Incentive Compensation Plan, Senior Leadership Severance Plan, +2 more
6 terms
restricted stock units financial
"approved an award of restricted stock units to Ms. Anderson with a value of $1,500,000"
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
Executive Bonus Plan financial
"participation in the Company’s annual Executive Bonus Plan and annual equity awards"
Combined Incentive Compensation Plan financial
"annual equity awards under the Company’s Combined Incentive Compensation Plan"
Senior Leadership Severance Plan financial
"including the Senior Leadership Severance Plan, all in a manner consistent"
Definitive Proxy Statement regulatory
"described in the Company's Definitive Proxy Statement on Schedule 14A filed"
A Definitive Proxy Statement is a detailed document that a company sends to its shareholders before a big meeting, like voting on important decisions. It explains what's being voted on and gives important information so shareholders can make informed choices. It matters because it helps shareholders understand and participate in key company decisions.
Inline XBRL technical
"104 Cover Page Interactive Data File (embedded with the Inline XBRL document)"
Inline XBRL is a file format for financial filings that embeds machine-readable data tags directly inside the human-readable report, so the same document can be read by people and parsed by software. For investors it makes extracting, comparing and verifying financial numbers faster and more reliable—like a grocery list where each item also has a barcode—reducing manual errors and speeding up analysis.
FAQ
What executive change did A. O. Smith (AOS) announce in this 8-K?
A. O. Smith announced that Carrie Anderson will become Executive Vice President and Chief Financial Officer on July 1, 2026. She will replace retiring CFO Charles T. Lauber, who will stay temporarily after that date to help ensure an orderly leadership transition.
What is Carrie Anderson’s background before joining A. O. Smith (AOS)?
Carrie Anderson previously served as executive vice president and chief financial officer of The Campbell’s Company from January 2023 to October 2025. Before that, she held the same roles at Integra LifeSciences and senior finance positions at Dover and Delphi after starting at General Motors.
How will A. O. Smith (AOS) compensate its new CFO Carrie Anderson?
Carrie Anderson will receive an annual base salary, participate in the Executive Bonus Plan and annual equity awards, and access standard executive benefit plans. Her package is described as consistent in all material respects with compensation provided to the company’s other executive officers.
What special equity award will A. O. Smith (AOS) grant to Carrie Anderson?
The Personnel and Compensation Committee approved a restricted stock unit award for Carrie Anderson valued at $1,500,000. This incentive grant is tied to her joining the company and will fully vest three years after the grant date, aligning her interests with longer-term shareholder value.
Does Carrie Anderson receive any relocation assistance from A. O. Smith (AOS)?
Yes. In addition to standard executive benefits, Carrie Anderson will receive relocation assistance, including a special allowance equal to two months of salary. This allowance is intended to cover incidental expenses associated with relocating to take on the chief financial officer role.
Where can investors find more detail on A. O. Smith (AOS) executive compensation plans?
Details on A. O. Smith’s executive compensation plans, including the Executive Bonus Plan and Combined Incentive Compensation Plan, are described in its Definitive Proxy Statement on Schedule 14A filed on March 4, 2026, which the company references in connection with Anderson’s compensation.