Form 4: A. O. Smith Officer Sells Shares Under 10b5-1 Plan

Darrell W. Schuh, SVP and President & GM of Lochinvar, sold 1,104 shares of A. O. Smith common stock for approximately $74.39 per share under a pre-arranged trading plan.

Summary

• Darrell W. Schuh, SVP and President & GM of Lochinvar, an officer of A. O. Smith Corp (AOS), disposed of 1,104 shares of common stock.
• The transaction occurred on March 4, 2026, at a weighted average price of $74.3898 per share.
• The actual sale prices ranged from $74.26 to $74.52 per share.
• The sale was executed pursuant to a Rule 10b5-1(c) trading plan, indicating it was pre-scheduled.
• Following this transaction, Mr. Schuh beneficially owns 2,201 shares of A. O. Smith common stock directly.
• Mr. Schuh also received 10 shares of Common Stock through the A. O. Smith Dividend Reinvestment Plan.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral event. The sale is a pre-planned transaction under a 10b5-1 plan, which typically indicates personal financial management rather than a change in outlook on the company's performance.

Positives

• The sale was conducted under a Rule 10b5-1(c) plan, indicating it was pre-scheduled and not based on new, non-public information.
• The reporting person continues to hold 2,201 shares directly, maintaining a stake in the company.
• The reporting person participates in the A. O. Smith Dividend Reinvestment Plan, indicating ongoing investment through dividends.

Negatives

• An insider sale, even if pre-planned, reduces the direct ownership stake of a key executive.

Industry Context

StockSavvy.ai notes that insider transactions, such as this Form 4 filing, are routine disclosures required by the SEC. While this specific transaction is company-specific, it provides transparency into executive stock ownership and trading activities, which is a standard practice across all publicly traded industries.

Stakeholder Impact

• Shareholders may note the reduction in direct ownership by a key executive, though the pre-planned nature of the sale mitigates concerns.

Key Dates

Keywords

A. O. Smith, AOS, Insider Sale, Form 4, Darrell W. Schuh, 10b5-1 Plan, Common Stock, Executive Compensation