A. O. Smith insider trading
Every open-market purchase and sale by A. O. Smith's officers, directors and largest shareholders since November 4, 2021, and what the share price did next.
| Date | Insider | Trade | Shares | Price | Value | 1M after | 3M after | 6M after |
|---|
Does following A. O. Smith’s insiders pay?
From August 5, 2010 to March 4, 2026, 36 insiders reported 2 open-market purchases and 338 sales not made under a pre-set plan in A. O. Smith. Twelve months after each purchase was reported, the shares were −0.8% against the S&P 500 on average (median −0.8%), over 2 purchases with a full year of prices; 50% beat the index. After sales, the shares moved +5.5% against the index over 12 months (a negative figure means selling was the right call). That rests on fewer than 20 purchases, too few to read much into. Buying each purchase the day after it was reported, an equal amount each, held 12 months or until that insider reported a sale, would have turned $10,000 on February 23, 2022 into $14,598 by November 2, 2026, +8.4% a year. It held shares 43% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $14,593 (+8.4% a year), and held throughout $19,101 (+14.9%).
| Insider | Role | Purchases | 12 months after their purchases | Beat the S&P 500 | Sales | 12 months after their sales | Latest report |
|---|---|---|---|---|---|---|---|
| Rajendra Ajita G | Executive Chairman | 0 | — | — | 41 | −2.8% (41) | March 4, 2024 |
| Jones Paul W | Executive Chairman | 0 | — | — | 34 | +15.4% (34) | November 3, 2020 |
| Kita John J | Executive Vice President & CFO | 0 | — | — | 22 | +8.1% (22) | June 12, 2018 |
| Heideman Robert J | Senior VP, CTO | 0 | — | — | 20 | +3.1% (20) | February 11, 2025 |
| Stern James F | Exec VP, General Counsel & Sec | 0 | — | — | 20 | +5.5% (20) | August 7, 2025 |
| Petrarca Mark A | Senior Vice Pres. - H.R. & P.A | 0 | — | — | 19 | +7.2% (19) | November 14, 2023 |
| Wolf Idelle K | Director | 0 | — | — | 15 | −6.9% (15) | February 8, 2024 |
| Rettler Steve W | Senior Vice President - CD | 0 | — | — | 13 | +25.1% (13) | February 11, 2014 |
| Brouwer Wilfridus M | President - AOSHBSRL | 0 | — | — | 12 | +8.3% (12) | March 7, 2018 |
| Lauber Charles T | SVP, Strategy & Corporate Dev. | 0 | — | — | 12 | +3.2% (12) | June 6, 2018 |
| Bednar Randall S | Senior Vice President - CIO | 0 | — | — | 11 | +22.2% (11) | February 16, 2016 |
| Ding Wei | President - A. O. Smith China | 0 | — | — | 11 | +10.9% (11) | February 20, 2018 |
| Wheeler Kevin J. | Executive Chairman | 0 | — | — | 9 | −0.5% (9) | July 30, 2025 |
| Ackerman Patricia K | SVP, IR, Treasurer and CRS | 0 | — | — | 8 | +18.4% (8) | May 11, 2021 |
| Brown Ronald D | Director | 0 | — | — | 8 | −5.8% (8) | July 31, 2024 |
| Kempken Daniel L | SVP - Strategy & Corp. Dev. | 0 | — | — | 8 | −1.6% (8) | February 7, 2023 |
| Smith Bruce M | Director | 0 | — | — | 8 | +21.9% (8) | May 19, 2021 |
| Smith Mark D | Director | 0 | — | — | 8 | −5.4% (8) | July 29, 2025 |
| Anderson Stephen | Designated Section 16 Officer | 0 | — | — | 6 | +19.2% (6) | February 18, 2015 |
| Goodwin Wallace E | SVP; Pres & GM, Lochinvar, LLC | 0 | — | — | 6 | −12.0% (6) | March 30, 2021 |
| O Toole Robert J | Director | 0 | — | — | 6 | −5.3% (6) | September 13, 2010 |
| Carver Samuel M. | SVP - Global Operations | 0 | — | — | 5 | −4.2% (5) | February 27, 2025 |
| Greubel William P | Director | 0 | — | — | 5 | +8.6% (5) | February 1, 2018 |
| Wulf Gene C | Director | 0 | — | — | 5 | −6.0% (5) | March 31, 2021 |
| Dana Paul R | SVP, Global Operations | 0 | — | — | 4 | −6.4% (4) | February 17, 2021 |
| Mapes Christopher L | Executive Vice President | 0 | — | — | 4 | +6.2% (4) | February 14, 2011 |
| Martineau Peter R | Senior Vice President - CIO | 0 | — | — | 4 | −6.2% (4) | November 17, 2017 |
| Murphy Terry M | Executive Vice President & CFO | 0 | — | — | 4 | +6.7% (4) | February 14, 2011 |
| Gurholt Helen E | Vice President and Controller | 0 | — | — | 2 | −13.8% (2) | May 5, 2021 |
| Larsen Michael M | Director | 2 | −0.8% (2) | 50% | 0 | — | March 9, 2023 |
| Otchere Benjamin A | Vice President and Controller | 0 | — | — | 2 | −7.5% (2) | May 9, 2023 |
| Schuh Darrell W. | SVP; President & GM Lochinvar | 0 | — | — | 2 | — | March 4, 2026 |
| Current Gloster B Jr | Director | 0 | — | — | 1 | +28.5% (1) | February 4, 2016 |
| Karge Douglas Samuel | SVP - President NA Water Treat | 0 | — | — | 1 | +11.5% (1) | February 11, 2025 |
| Vallett William L Jr | CEO, Lochinvar, LLC | 0 | — | — | 1 | +15.5% (1) | December 21, 2015 |
| Warren David R | Senior VP & President and GM | 0 | — | — | 1 | −12.4% (1) | May 12, 2021 |
When several insiders traded A. O. Smith
Months when 2 or more insiders became net buyers, or 3 or more net sellers, of A. O. Smith in reports dated in the 91 days before the month end, and how the stock did against the S&P 500 from that month end. After 17 selling crowds, +1.9%. One company's history is too short to judge by; the test across every company is the better guide.
| Month | Crowd | 3 months on, vs S&P 500 | 6 months | 12 months |
|---|---|---|---|---|
| August 29, 2025 | 3 selling | −13.2% | +1.1% | −35.5% |
| February 28, 2025 | 3 selling | −2.3% | −0.9% | +0.2% |
| March 28, 2024 | 3 selling | −12.6% | −7.9% | −34.0% |
| November 30, 2023 | 6 selling | +0.7% | −6.5% | −33.4% |
| February 28, 2023 | 4 selling | −4.4% | −3.8% | −1.7% |
| November 30, 2021 | 6 selling | −8.3% | −13.4% | −12.6% |
| August 31, 2020 | 3 selling | +11.5% | +17.7% | +19.9% |
| February 28, 2019 | 3 selling | −20.9% | −17.0% | −30.7% |
| November 30, 2017 | 5 selling | −3.9% | −5.1% | −30.2% |
| December 30, 2016 | 4 selling | +1.1% | +10.7% | +8.7% |
| November 30, 2015 | 3 selling | −4.3% | +2.2% | +16.0% |
| December 31, 2014 | 3 selling | +15.3% | +28.0% | +36.1% |