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.
The Vanguard Group filed Amendment No. 17 on a Schedule 13G/A reporting zero beneficial ownership of A O Smith Corp common stock. The filing states Vanguard and certain subsidiaries underwent an internal realignment effective January 12, 2026, and that the reporting entity holds 0 shares (0%) of common stock. The amendment is signed by Ashley Grim, Head of Global Fund Administration.
AOS reported a proposed sale of 1,104 shares of common stock under a Form 144 notice related to restricted stock vesting on 02/13/2026.
The filing lists the broker as Morgan Stanley Smith Barney LLC and cites the sale reason as Services Rendered.
A. O. Smith Corporation senior vice president Darrell W. Schuh reported an open-market sale of 1,104 shares of common stock at a weighted average price of $74.3898 per share. After this sale, he directly holds 2,201 shares of A. O. Smith common stock.
A. O. Smith Corporation senior vice president Darrell W. Schuh, who also serves as President & GM of Lochinvar, reported a tax-related share disposition. On the vesting of restricted stock units, 356 shares of common stock were withheld by the company to satisfy tax withholding requirements at a price of $79.885 per share. After this tax-withholding disposition, Schuh directly owned 3,295 shares of A. O. Smith common stock.
A. O. Smith Corporation is asking stockholders to vote at its 2026 Annual Meeting on April 13, 2026 at The Ritz-Carlton, Charlotte. Holders of Common Stock will elect four directors, while Class A Common Stock holders will elect six, reflecting the company’s dual-class structure.
The Smith Family Voting Trust controls about 97% of Class A voting power and elects a majority of the Board. Proposals include electing ten directors, an advisory vote on executive compensation, and ratifying Ernst & Young as auditor. The proxy also highlights recent board refreshment, stockholder outreach after low director support, and governance changes such as annually electing an independent Presiding Director.
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.
A. O. Smith Corporation’s Executive Chairman Kevin J. Wheeler reported several equity compensation-related transactions in company stock on 02/13/2026. Wheeler acquired 36,045 shares of Common Stock through the settlement of restricted stock units, with each unit converting into one share at an exercise price of $0.
On the same date, 16,942 shares of Common Stock were disposed of to A. O. Smith at $79.885 per share to cover tax withholding obligations tied to the vesting of these restricted stock units. Wheeler also acquired an additional 8,598 shares of Common Stock at $79.885 per share, reflecting the vesting of performance stock units at 150% of the target award for the 2023–2025 performance period. After these transactions, Wheeler directly owned 128,348 shares of A. O. Smith Common Stock.
A. O. Smith executive James F. Stern reported equity compensation activity involving company stock. On February 13, 2026, he converted 6,850 restricted stock units into the same number of common shares at an exercise price of $0, reflecting scheduled vesting.
To cover tax obligations on this vesting, 3,220 common shares were withheld by A. O. Smith at a price of $79.885 per share. Stern also acquired 1,633 additional common shares as a share-based award tied to performance stock units for the 2023–2025 period. After these transactions, he directly owned 101,547 common shares of A. O. Smith.
Schuh Darrell W. reported multiple insider transaction types in a Form 4 filing for AOS. The filing lists transactions totaling 3,276 shares at a weighted average price of $79.89 per share. Following the reported transactions, holdings were 3,651 shares.