Welcome to our dedicated page for A O Smith SEC filings (Ticker: AOS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The A. O. Smith Corporation (NYSE: AOS) SEC filings page on Stock Titan provides access to the company’s official regulatory disclosures, along with AI-powered summaries to help interpret complex documents. As a global water technology manufacturer of residential and commercial water heating equipment, boilers and water treatment products, A. O. Smith uses SEC filings to report its financial condition, results of operations, capital structure and material corporate events.
Investors researching AOS can use this page to locate current reports on Form 8-K, which the company files to announce significant developments. Recent 8-K filings have covered topics such as quarterly financial results, leadership changes in legal and compliance roles, the signing and completion of the acquisition of LVC Holdco LLC (Leonard Valve), and the entry into a Credit Agreement providing for a $470 million unsecured term loan used to finance that acquisition. These filings describe transaction terms, key covenants, leverage and interest coverage requirements, and other material details.
In addition to 8-Ks, users can access A. O. Smith’s annual reports on Form 10-K and quarterly reports on Form 10-Q, which the company references in its news releases when discussing risk factors and forward-looking statements. These periodic reports contain segment information for North America and Rest of World, discussions of demand for water heaters, boilers and water treatment products, and detailed risk disclosures related to tariffs, economic conditions, competition, regulatory changes and technology or data security.
Stock Titan’s AI tools highlight the most important sections of lengthy filings, helping readers quickly identify items such as new debt agreements, acquisition-related disclosures, non-GAAP measure reconciliations and updates to risk factors. Users can also review insider transaction reports on Form 4 when available, to see how company insiders are trading AOS shares.
By combining real-time EDGAR updates with AI-generated explanations, this page helps investors, analysts and researchers understand how A. O. Smith reports its financial performance, manages its capital structure and documents strategic actions like acquisitions and leadership transitions.
A. O. Smith Corporation executive Benjamin A. Otchere reported equity compensation activity. On 02/13/2026 he converted 1,460 restricted stock units into the same number of shares of Common Stock at an exercise price of $0 as they vested under the company’s incentive plan.
To cover tax withholding on this vesting, 545 Common Shares were withheld at $79.885 per share, characterized as a tax-withholding disposition. After these transactions, he directly owned 2,148 shares of A. O. Smith Common Stock.
A. O. Smith executive Stephen D. O'Brien reported equity award vesting and related share movements. On 02/13/2026 he converted 2,905 restricted stock units into 2,905 shares of Common Stock at an exercise price of $0 per share. To cover tax withholding on this vesting, 1,144 shares were disposed of through share withholding, with no cash proceeds reported. He also acquired 791 additional shares of Common Stock in a grant or award transaction, bringing his directly held stake to 6,510 shares.
Kulkarni Parag reported acquisition or exercise transactions in a Form 4 filing for AOS. The filing lists transactions totaling 1,115 shares. Following the reported transactions, holdings were 7,605 shares.
A. O. Smith EVP & CFO Charles T. Lauber reported equity award activity on 02/13/2026. He converted 9,460 restricted stock units into shares of common stock at an exercise price of $0, reflecting scheduled vesting.
To cover tax withholding on this vesting, 4,447 shares of common stock were withheld at $79.885 per share. He also acquired 2,254 shares of common stock from performance stock units that vested at 150% of the target award for the 2023–2025 performance period, bringing his directly owned common stock to 47,119 shares after the reported transactions.
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.
A. O. Smith Corporation senior vice president Samuel M. Carver reported equity award vesting and related share movements. On February 13, 2026, 2,605 restricted stock units were settled into an equal number of common shares at an exercise price of $0. To cover tax withholding on this vesting, 1,026 common shares were disposed of at $79.885 per share. In a separate award, 709 common shares were acquired upon vesting of performance stock units at 150% of the target level for the 2023–2025 performance period. After these transactions, Carver directly owned 3,857 A. O. Smith common shares.
Wheeler Kevin J. reported acquisition or exercise transactions in this Form 4 filing.
A. O. Smith Corporation granted Executive Chairman Kevin J. Wheeler 18,965 restricted stock units on February 9, 2026 under the A. O. Smith Combined Incentive Compensation Plan. Each unit represents one share of common stock when settled.
The restricted stock units vest and become payable in common stock on February 9, 2029. Following this grant, Wheeler directly holds 131,265 derivative securities linked to A. O. Smith common stock as reported in the filing.
STERN JAMES F reported acquisition or exercise transactions in this Form 4 filing.
A. O. Smith Corporation reported that executive officer James F. Stern, Executive Vice President – Corporate Development, Strategy and Security, received a grant of 7,015 restricted stock units on February 9, 2026 under the A. O. Smith Combined Incentive Compensation Plan.
Each restricted stock unit represents the right to receive one share of Common Stock at settlement and becomes payable in Common Stock on the vesting date of February 9, 2029. Following this award, Stern beneficially owns 28,365 derivative securities directly.
A. O. Smith Corporation President and CEO Stephen M. Shafer received a grant of 33,505 restricted stock units on February 9, 2026 under the A. O. Smith Combined Incentive Compensation Plan. Each unit converts into one share of common stock and becomes payable on February 9, 2029. Following this grant, he directly holds 105,195 derivative securities tied to A. O. Smith common stock.
Selby Curtis E reported acquisition or exercise transactions in this Form 4 filing.
A. O. Smith Corporation officer Curtis E. Selby received a grant of 4,740 restricted stock units on 02/09/2026. Each unit represents one share of common stock, payable in stock on the vesting date of 02/09/2029. Following this award, he directly holds 13,705 derivative securities tied to A. O. Smith common shares.