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.
Schuh Darrell W. reported acquisition or exercise transactions in this Form 4 filing.
A. O. Smith executive Darrell W. Schuh, SVP and President & GM of Lochinvar, reported receiving a grant of 1,560 restricted stock units on 02/09/2026. Each unit represents one share of Common Stock and was granted under the A. O. Smith Combined Incentive Compensation Plan.
The restricted stock units become payable in Common Stock on the vesting date of 02/09/2029. Following this award, Schuh beneficially owns 6,085 derivative securities in the form of restricted stock units, held directly.
Qiu Jack reported acquisition or exercise transactions in this Form 4 filing.
A. O. Smith Corporation reported that Jack Qiu, SVP and President of A. O. Smith China, received a grant of 3,125 restricted stock units on 02/09/2026 under the A. O. Smith Combined Incentive Compensation Plan. Each unit is economically equivalent to one share of common stock and becomes payable in cash on the vesting date of 02/09/2029.
Following this award, Qiu directly holds 13,100 derivative securities tied to A. O. Smith common stock, as reported in the filing.
Otchere Benjamin A reported acquisition or exercise transactions in this Form 4 filing.
A. O. Smith Corporation executive Benjamin A. Otchere, Vice President and Controller, received a grant of restricted stock units on 02/09/2026. The award covers 1,240 restricted stock units, each representing the right to receive one share of Common Stock at settlement.
The units were granted under the A. O. Smith Combined Incentive Compensation Plan and are scheduled to vest and become payable in Common Stock on 02/09/2029. Following this grant, Otchere directly holds 5,405 derivative securities related to the company.
A. O. Smith Corporation reported that senior vice president and Pres & General Manager NAWH Stephen D. O'Brien acquired a grant of 4,900 restricted stock units on 02/09/2026 under the A. O. Smith Combined Incentive Compensation Plan.
Each restricted stock unit represents the right to receive one share of A. O. Smith common stock at settlement. The units become payable in common stock on the vesting date of 02/09/2029. Following this award, O'Brien directly holds 17,605 derivative securities in the form of restricted stock units.
Lauber Charles T reported acquisition or exercise transactions in this Form 4 filing.
A. O. Smith Corporation EVP & CFO Charles T. Lauber received a grant of 9,485 restricted stock units on 02/09/2026 under the A. O. Smith Combined Incentive Compensation Plan. Each unit represents one share of Common Stock payable on the vesting date of 02/09/2029.
Following this award, Lauber beneficially owns 38,500 derivative securities (restricted stock units) in the company, held directly.
Kulkarni Parag reported acquisition or exercise transactions in this Form 4 filing.
A. O. Smith Corporation executive Parag Kulkarni was granted 1,105 restricted stock units on 02/09/2026. Each unit is the economic equivalent of one share of A. O. Smith common stock and will be settled in cash on the vesting date of 02/09/2029.
After this award, he beneficially owns 7,605 restricted stock units directly, including 4,475 units that have not yet vested and 3,130 units that have vested but for which he has deferred cash receipt. Kulkarni serves as SVP - Int'l and President India.
Karge Douglas Samuel reported acquisition or exercise transactions in this Form 4 filing.
A. O. Smith Corporation reported that SVP – President NA Water Treatment, Douglas Samuel Karge, received a grant of 1,355 restricted stock units on 02/09/2026. Each unit represents the right to receive one share of common stock at settlement.
The award was granted under the A. O. Smith Combined Incentive Compensation Plan and is exempt under Rule 16b-3. The restricted stock units are scheduled to vest and become payable in common stock on 02/09/2029, after which Karge would receive the underlying shares. Following this grant, he directly holds 5,595 derivative securities in the form of restricted stock units.
A. O. Smith Corporation executive Paul J. Jones, who serves as SVP, General Counsel and Chief Compliance Officer, reported an equity compensation grant. On 02/09/2026 he acquired 4,900 restricted stock units at a stated price of $0 under the A. O. Smith Combined Incentive Compensation Plan.
Each restricted stock unit represents the right to receive one share of A. O. Smith common stock at settlement. These units vest and become payable in common stock on 02/09/2029. Following this grant, Jones directly beneficially owns 10,630 derivative securities in the form of restricted stock units.
A. O. Smith Corporation reported that SVP Chief Digital Information Officer Christopher T. Howe acquired 3,635 restricted stock units on 02/09/2026 as a grant under the A. O. Smith Combined Incentive Compensation Plan. Each unit represents one share of common stock and will vest on 02/09/2029.
After this award, Howe directly holds 25,670 derivative securities in the form of restricted stock units tied to A. O. Smith common stock.
Cheng Ming reported acquisition or exercise transactions in this Form 4 filing.
A. O. Smith Corporation senior vice president and chief technology officer Ming Cheng received a grant of 3,225 restricted stock units on 02/09/2026 as equity compensation. Each unit represents one share of Common Stock and was granted at a price of $0 under the A. O. Smith Combined Incentive Compensation Plan. These restricted stock units vest and become payable in Common Stock on 02/09/2029. Following this award, Cheng directly holds 28,600 derivative securities linked to A. O. Smith common stock.