STERN JAMES F (Exec VP, General Counsel & Sec) 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: 2/11/2025ACC: 0000091142-25-000033
Officer· Exec VP, General Counsel & Sec
Since Feb 2019
+6.29K
Net shares
Net buyer
$126.0K
Total sold
0
Open market trades
0B · 0S
4
Total transactions
12.10K acquired · 5.81K disposed
Non-Derivative Transactions2
Common Stock
Direct
Shares
+3.89K
Price / share
—
Trade value
—
% of position
3.4%
2/7/2025
115.43K→119.32K
Common Stock
Direct
Shares
−1.92K
Price / share
$65.65
Trade value
$126.05K
% of position
1.6%
2/7/2025
119.32K→117.40K
Total
Net shares
+1.97K
Net value
-$126.05K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 2/7/2025 | M · Option Exercise | +3.89K | — | — | 3.4% | 115.43K | 119.32K |
| Common Stock Direct | 2/7/2025 | F · Tax Withholding | −1.92K | $65.65 | $126.05K | 1.6% | 119.32K | 117.40K |
| Total | +1.97K | -$126.05K | ||||||
Derivative Transactions2
Restricted Stock Units
Direct
Converts to
Common Stock
3.89K shares
Shares
−3.89K
Strike price
Held after
0.00
Exercisable
—
2/7/2025
Restricted Stock Units
Direct
Converts to
Common Stock
8.21K shares
Shares
+8.21K
Strike price
Held after
21.35K
Exercisable
—
2/10/2025
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Restricted Stock Units Direct | Common Stock3.89K shares | 2/7/2025 | M · Option Exercise | −3.89K | — | 0.00 | |
| Restricted Stock Units Direct | Common Stock8.21K shares | 2/10/2025 | A · Award | +8.21K | — | 21.35K |