undamentalytics Newsletter

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.

Insider purchase Insider sale Marker size reflects trade value. Weekly closes adjusted for splits; may be delayed.
A. O. Smith insider open-market trades
DateInsiderTrade SharesPriceValue 1M after 3M after 6M after

From insiders' Form 4 filings with the SEC: open-market purchases and sales only (awards, option exercises and shares withheld for tax are excluded), combined to one line per insider per day. "Plan" marks trades the filing says were made under a pre-set Rule 10b5-1 trading plan, which are scheduled in advance. Price changes run from the close on the trade date; hover a figure for the change relative to the S&P 500. Past moves don't predict future ones.

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%).

$0$10.0k$20.0k 20222023202420252026 $19.1k$14.6k$14.6k
Copying A. O. Smith's insidersS&P 500, same days investedS&P 500, held throughout $10,000 copying every open-market purchase by A. O. Smith's insiders from February 23, 2022, before costs and taxes, marked weekly. Uninvested money earns the Treasury bill rate; the portfolio held shares 43% of the time.
A. O. Smith: each insider's record
InsiderRolePurchases12 months after their purchasesBeat the S&P 500Sales12 months after their salesLatest 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

Moves are the shares’ return including dividends minus the S&P 500’s, from the close on the first trading day after each report; the number of trades with a finished 12-month window is in brackets. Green means the trade went the insider’s way (a purchase ahead of the index, a sale followed by the shares trailing it). A trade reported both by a director or officer and by a fund or company they are linked to counts once here, under the person. Purchases count only where the share price actually traded was at least $5. These figures describe what the shares did, not why anyone traded. Insiders across all companies.

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.

MonthCrowd3 months on, vs S&P 5006 months12 months
August 29, 20253 selling−13.2%+1.1%−35.5%
February 28, 20253 selling−2.3%−0.9%+0.2%
March 28, 20243 selling−12.6%−7.9%−34.0%
November 30, 20236 selling+0.7%−6.5%−33.4%
February 28, 20234 selling−4.4%−3.8%−1.7%
November 30, 20216 selling−8.3%−13.4%−12.6%
August 31, 20203 selling+11.5%+17.7%+19.9%
February 28, 20193 selling−20.9%−17.0%−30.7%
November 30, 20175 selling−3.9%−5.1%−30.2%
December 30, 20164 selling+1.1%+10.7%+8.7%
November 30, 20153 selling−4.3%+2.2%+16.0%
December 31, 20143 selling+15.3%+28.0%+36.1%

Colours show whether the crowd was right: green when buyers were followed by a rise above the index, or sellers by a fall below it. Latest 12 of 17. Total returns from the month end; past patterns are not a forecast.

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