A. O. Smith (AOS) exec James F. Stern gifts 2,500 shares, holds 96,284
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
A. O. Smith Corporation executive James F. Stern, Executive Vice President of Corporate Development, Strategy & Secretary, reported a change in his holdings of A. O. Smith common stock. On 12/01/2025, he made a transaction coded "G," which is identified as a bona fide gift of 2,500 shares at a reported price of $0. After this gift, he beneficially owns 96,284 shares of A. O. Smith common stock in direct form. This is a routine insider filing that discloses a non-sale transfer of shares.
Positive
- None.
Negative
- None.
Insider Trade Summary
2,500 shares gifted
Mixed
1 txn
Insider
STERN JAMES F
Role
Exec VP, Corp Dev, Strat & Sec
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Common Stock | 2,500 | $0.00 | -- |
Holdings After Transaction:
Common Stock — 96,284 shares (Direct)
Footnotes (1)
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FAQ
What insider transaction did A. O. Smith (AOS) report in this Form 4?
The filing reports that Executive Vice President James F. Stern made a bona fide gift of 2,500 shares of A. O. Smith common stock on 12/01/2025.
Who is the reporting person in this A. O. Smith (AOS) Form 4?
The reporting person is James F. Stern, who serves as Executive Vice President, Corporate Development, Strategy & Secretary of A. O. Smith Corporation.
What does transaction code "G" mean in this A. O. Smith (AOS) Form 4?
Transaction code "G" in the Form 4 is explained in the remarks as a bona fide gift of securities, indicating a non-sale transfer.
Does this A. O. Smith (AOS) Form 4 involve derivative securities?
The section for derivative securities is present but contains no reported derivative transactions, indicating only non-derivative common stock activity in this filing.
Is this A. O. Smith (AOS) insider transaction part of a Rule 10b5-1 plan?
The form includes a checkbox for Rule 10b5-1(c) plans, but the content only identifies the transaction as a bona fide gift and does not describe it as made under such a plan.