A. O. Smith director Kevin J. Wheeler sells 14,675 shares
The director's reported sale prices ranged from $65.5136 to $66.0645 per share.
Sentiment and the balance of points
Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.
Form Type
4
Rhea-AI Filing Summary
A. O. Smith Corporation director Kevin J. Wheeler exercised employee stock options for 14,675 shares of common stock on November 5, 2026, at an exercise price of $50.16 per share, and sold 14,675 shares the same day at a weighted average price of $65.6412 per share. The reported employee stock option position after the exercise was 0. Sale prices ranged from $65.5136 to $66.0645 per share; no Rule 10b5-1 plan is reported.
Insider Trade Summary
Exercise and Sale: 14,675 shares ($227K approx. pre-tax spread)
Exercise and Sale
3 txns
Insider
Wheeler Kevin J.
Role
Director
Sold
14,675 shs ($963K)
Approx. gross sale proceeds
$963K
Approx. exercise cost
$736K
Approx. pre-tax spread
$227K
Share of Position Sold
10.3%
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Employee Stock Options (Right to Buy) F2 | 14,675 | $0.00 | $0.00 |
| Exercise | Common Stock | 14,675 | $50.16 | $736K |
| Sale | Common Stock F1 | 14,675 | $65.6412 | $963K |
Holdings After Transaction:
Employee Stock Options (Right to Buy) — 0 contracts (Direct);
Common Stock — 128,348 shares (Direct)
Holdings Before and After:
Employee Stock Options (Right to Buy), 14,675 to 0 contracts (Direct);
Common Stock, 128,348 to 128,348 shares (Direct)
Footnotes (2)
- F1. The price in Column 4 is a weighted average price. The prices actually received ranged from $65.5136 to $66.0645 The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported on this Form 4 utilizing an average weighted price.
- F2. The employee stock options were granted on 02/13/2017 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. The options became exercisable in three annual installments of 1/3 of the award starting on 02/13/2018.
Key Figures
Options exercised: 14,675 options
Exercise price: $50.16 per share
Shares sold: 14,675 shares
+3 more
6 metrics
Options exercised
14,675 options
November 5, 2026
Exercise price
$50.16 per share
Options exercised on November 5, 2026
Shares sold
14,675 shares
November 5, 2026
Weighted average sale price
$65.6412 per share
Sale on November 5, 2026
Sale price range
$65.5136 to $66.0645 per share
Prices received for the reported sale
Employee stock options after exercise
0 options
Reported position following the November 5, 2026 transaction
Key Terms
weighted average price, Rule 16b-3, Employee Stock Options (Right to Buy), annual installments
4 terms
weighted average price financial
"Column 4 is a weighted average price"
Weighted average price is the average price of a security where each trade or component is counted according to its size, so bigger trades pull the average more than smaller ones. Think of it like calculating the average cost of a grocery haul where items you bought more of have greater influence on the final per-item cost. Investors use it to understand the true average price paid or received, judge execution quality, and compare trading performance against market movement.
Rule 16b-3 regulatory
"a transaction exempt under Rule 16b-3"
Rule 16b-3 is a Securities and Exchange Commission regulation that exempts certain routine, pre-approved transactions by company insiders from automatic liability for short-term trading profits. It acts like a safe harbor: if an insider follows a formal plan or the board approves specific transactions in advance, profits from buying and selling company stock within six months are not automatically reclaimed. Investors care because the rule clarifies when insider trades are permissible and reduces uncertainty about potential clawbacks.
Employee Stock Options (Right to Buy) financial
"Employee Stock Options (Right to Buy)"
annual installments technical
"became exercisable in three annual installments"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What was the AOS option exercise price?
Kevin J. Wheeler exercised employee stock options for 14,675 shares of common stock at an exercise price of $50.16 per share on November 5, 2026. The reported employee stock option position after the exercise was 0.
When did Kevin J. Wheeler's AOS options become exercisable?
The employee stock options were granted on February 13, 2017, under the A. O. Smith Combined Incentive Compensation Plan. They became exercisable in three annual installments of 1/3 of the award starting February 13, 2018.
AI-generated analysis. How Rhea-AI works. Not financial advice.
