A. O. Smith (AOS) SVP Karge converts RSUs, withholds shares for taxes
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
A. O. Smith Corporation executive Douglas Samuel Karge reported equity compensation activity involving company stock. On February 13, 2026, he converted 1,415 restricted stock units into the same number of A. O. Smith common shares at an exercise price of $0, reflecting scheduled vesting.
To cover tax withholding on this vesting, 666 common shares were withheld at a reference price of $79.885 per share. He also acquired 338 common shares at $79.885 from the vesting of performance stock units at 150% of the target award for the 2023–2025 performance period. After these transactions, he directly held 3,890 common shares.
Positive
- None.
Negative
- None.
Insider Trade Summary
1,415 shares exercised/converted
Mixed
4 txns
Insider
Karge Douglas Samuel
Role
SVP - President NA Water Treat
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Restricted Stock Units | 1,415 | $0.00 | -- |
| Exercise | Common Stock | 1,415 | $0.00 | -- |
| Tax Withholding | Common Stock | 666 | $79.885 | $53K |
| Grant/Award | Common Stock | 338 | $79.885 | $27K |
Holdings After Transaction:
Restricted Stock Units — 0 shares (Direct);
Common Stock — 4,218 shares (Direct)
Footnotes (1)
- Each restricted stock unit represents the right to receive, at settlement, one share of Common Stock. This transaction represents the settlement of restricted stock units in shares of Common Stock on their scheduled vesting date. Mr. Karge is a participant in the A. O. Smith Dividend Reinvestment Plan ('Plan") and receives a quarterly dividend pursuant to the Plan. The total amount of dividends received was 54 shares of Common Stock. Shares withheld by A. O. Smith Corporation to satisfy tax withholding requirements on vesting of restricted stock units. Represents vesting of performance stock units at 150% of the target award amount and conversion to shares of A. O. Smith Corporation's Common Stock upon achievement of performance criteria for the 2023 - 2025 performance period. The restricted stock units were granted on 02/13/2023 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. The restricted stock units became payable in Common Stock on the vesting date of 02/13/2026.
FAQ
What insider transactions did A. O. Smith (AOS) executive Douglas Karge report?
Douglas Karge reported equity compensation-related stock activity. He converted 1,415 restricted stock units into common shares, had 666 shares withheld to cover taxes, and acquired 338 common shares from performance stock unit vesting tied to the 2023–2025 performance period.
How were Douglas Karge’s restricted stock units in A. O. Smith (AOS) originally granted and settled?
The restricted stock units were granted under an incentive plan and settled at vesting. Granted on February 13, 2023 under the A. O. Smith Combined Incentive Compensation Plan, they became payable in common stock on the vesting date of February 13, 2026.