WHEELER KEVIN J. (President and CEO) 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: 0000091142-25-000035
DirectorOfficer· President and CEO
Since Sep 2018
+33.58K
Net shares
Net buyer
$634.4K
Total sold
0
Open market trades
0B · 0S
4
Total transactions
63.68K acquired · 30.10K disposed
Non-Derivative Transactions2
Common Stock
Direct
Shares
+20.44K
Price / share
—
Trade value
—
% of position
22.7%
2/7/2025
89.87K→110.31K
Common Stock
Direct
Shares
−9.66K
Price / share
$65.65
Trade value
$634.44K
% of position
8.8%
2/7/2025
110.31K→100.65K
Total
Net shares
+10.78K
Net value
-$634.44K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 2/7/2025 | M · Option Exercise | +20.44K | — | — | 22.7% | 89.87K | 110.31K |
| Common Stock Direct | 2/7/2025 | F · Tax Withholding | −9.66K | $65.65 | $634.44K | 8.8% | 110.31K | 100.65K |
| Total | +10.78K | -$634.44K | ||||||
Derivative Transactions2
Restricted Stock Units
Direct
Converts to
Common Stock
20.44K shares
Shares
−20.44K
Strike price
0
Held after
0.00
Exercisable
—
2/7/2025
Restricted Stock Units
Direct
Converts to
Common Stock
43.24K shares
Shares
+43.24K
Strike price
Held after
112.30K
Exercisable
—
2/10/2025
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Restricted Stock Units Direct | Common Stock20.44K shares | 2/7/2025 | M · Option Exercise | −20.44K | 0 | — | 0.00 |
| Restricted Stock Units Direct | Common Stock43.24K shares | 2/10/2025 | A · Award | +43.24K | — | 112.30K |