O'BRIEN STEPHEN D. (SVP; President, Lochinvar, LLC) exercised options at SMITH A O CORP
Option exercise — a mechanical event triggered by vesting or expiry. Not a discretionary conviction trade.
M · 1 exercise
Filed: 4/2/2025ACC: 0000091142-25-000051
Officer· SVP; President, Lochinvar, LLC
Since Apr 2022
-760.00
Net shares
Net seller
$49.6K
Total sold
0
Open market trades
0B · 0S
3
Total transactions
1.93K acquired · 2.69K disposed
Non-Derivative Transactions2
Common Stock
Direct
Shares
+1.93K
Price / share
—
Trade value
—
% of position
70.7%
4/1/2025
2.73K→4.66K
Common Stock
Direct
Shares
−760.00
Price / share
$65.22
Trade value
$49.57K
% of position
16.3%
4/1/2025
4.66K→3.90K
Total
Net shares
+1.17K
Net value
-$49.57K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 4/1/2025 | M · Option Exercise | +1.93K | — | — | 70.7% | 2.73K | 4.66K |
| Common Stock Direct | 4/1/2025 | F · Tax Withholding | −760.00 | $65.22 | $49.57K | 16.3% | 4.66K | 3.90K |
| Total | +1.17K | -$49.57K | ||||||
Derivative Transactions1
Restricted Stock Units
Direct
Converts to
Common Stock
1.93K shares
Shares
−1.93K
Strike price
Held after
0.00
Exercisable
—
4/1/2025
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Restricted Stock Units Direct | Common Stock1.93K shares | 4/1/2025 | M · Option Exercise | −1.93K | — | 0.00 |