AOS (AOS) SVP Samuel Carver makes bona fide gift of 1,144 shares

Rhea-AI Filing Summary

SMITH A O CORP senior executive reports stock gift

Samuel M. Carver, SVP - Global Operations at SMITH A O CORP, reported a bona fide gift transfer of 1,144 shares of common stock on February 23, 2026. After this disposition, he directly holds 2,713 shares of the company’s common stock.

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

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Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Carver Samuel M.

(Last) (First) (Middle)

A. O. SMITH CORPORATION

44 VANTAGE WAY

(Street)

NASHVILLE TN 37228

(City) (State) (Zip)

2. Issuer Name and Ticker or Trading Symbol
SMITH A O CORP [ AOS ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	SVP - Global Operations

3. Date of Earliest Transaction (Month/Day/Year)
02/23/2026

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	02/23/2026		G		1,144	D	(1)	2,713	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. Bona fide gift.

Remarks:

	James F. Stern, Attorney-in-Fact for Samuel M. Carver	02/24/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
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FAQ

What insider transaction did AOS executive Samuel M. Carver report?

Samuel M. Carver reported a bona fide gift transfer of 1,144 shares of SMITH A O CORP common stock. The Form 4 shows this as a non-derivative transaction coded “G,” indicating a gift rather than an open-market sale or purchase.

Is the Samuel M. Carver AOS stock transaction a sale or a gift?

The transaction is a gift, not a sale. It is coded “G” on the Form 4 and described as a “bona fide gift,” meaning shares were disposed of without consideration, rather than being sold for cash in the market.

How many AOS shares did Samuel M. Carver transfer in this Form 4?

Samuel M. Carver transferred 1,144 shares of SMITH A O CORP common stock. The filing classifies this as a non-derivative transaction and identifies it as a bona fide gift, reducing his directly held share balance accordingly.

How many SMITH A O CORP shares does Samuel M. Carver hold after the gift?

After the reported gift, Samuel M. Carver directly holds 2,713 shares of SMITH A O CORP common stock. This figure appears in the Form 4 as the total shares beneficially owned following the transaction dated February 23, 2026.

What role does Samuel M. Carver hold at SMITH A O CORP (AOS)?

Samuel M. Carver serves as Senior Vice President – Global Operations at SMITH A O CORP. His position is disclosed in the insider ownership section, where he is identified as an officer rather than a director or ten percent owner.

Does the AOS Form 4 show any insider stock purchases or sales?

The Form 4 does not show purchases or sales; it shows one disposition by gift. The transaction direction is “dispose” and is described as a bona fide gift of 1,144 common shares, with no reported open-market buy or sell activity.