A. O. Smith Corporation (AOS)
Milwaukee, WI, US
A. O. Smith Corporation (AOS) is a global manufacturer and marketer specializing in a comprehensive array of water heating and treatment solutions. Its operations span North America, China, Europe, and India, organized into two primary geographic segments: North America and Rest of World. The company's product portfolio is extensive, featuring residential and commercial water heaters (gas, heat pump, and electric models), boilers, storage tanks, and various water treatment systems. These products cater to a wide range of applications, including homes, apartments, and condominiums, as well as commercial entities such as restaurants, hotels, office buildings, laundries, car washes, small businesses, hospitals, and schools. Specific offerings include diverse water treatment products like point-of-entry water softeners, well water purification systems, whole-home filtration units, portable filtration bottles, point-of-use carbon filters, and reverse osmosis systems, designed for residential, restaurant, hotel, and office use. A. O. Smith also supplies food and beverage filtration products, expansion tanks, commercial solar water heating installations, and heaters for swimming pools and spas, along with associated components. Advanced heating solutions further encompass heat pumps, electric wall-hung units, gas tankless heaters, combi-boilers, and integrated heat pump and solar water heaters. Products are primarily sold under established brands such as A. O. Smith, State, and Lochinvar, in addition to specialized water softener brands. The company leverages various distribution channels, including independent wholesale plumbing distributors, retail outlets like hardware and home center chains, and manufacturer representative firms. Its Aquasana-branded products are sold directly to consumers through e-commerce platforms and other online retailers. Founded in 1874, A. O. Smith Corporation maintains its corporate headquarters in Milwaukee, Wisconsin.
| Target company | Ticker | Date | Filing |
|---|---|---|---|
| MergerCo | SAOSA | 2009-01-30 | View |
Index membership
| Index | Added | Removed | Status |
|---|---|---|---|
| S&P 500 | 2017-07-25 | — | Active |
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.14% | -4.39% | -11.23% | -26.50% | -11.83% | -12.50% | -16.95% | -12.97% | -14.56% | +48.91% | +5,318.52% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 4 | 0 |
| Hold | 7 | -1 |
| Sell | 1 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 5 |
74.00
+23.9%
|
| Last Quarter | 6 |
73.17
+22.5%
|
| Last Year | 12 |
75.58
+26.5%
|
| All Time | 24 |
79.42
+32.9%
|
-
Revenue growth Industrial - Machinery: +7.4%+0.3% Q1'26: -1.9% (vs Q1'25)
-
EPS growth Industrial - Machinery: +15.6%+6.3% Q1'26: -10.5% (vs Q1'25)
-
FCF margin FCF growth · Industrial - Machinery: +38.2%+13.3% Q1'26: +12.6% (vs Q1'25)
-
EBIT margin Industrial - Machinery: +10.0%+19.0% ★ Q1'26: +17.1% (vs Q1'25)
-
ROIC Industrial - Machinery: +6.8%+30.0% ★ Q1'26: +21.2% (vs Q1'25)
-
Share dilution Industrial - Machinery: +0.0%-4.9% ★ Q1'26: -3.6% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Industrial - Machinery: -0.65×0.24× Q1'26: 0.88× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 2010 actual |
Dec 2011 actual |
Dec 2012 actual |
Dec 2013 actual |
Dec 2014 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 9 Rev. Ana. 9 EPS Ana. |
Dec 2027 9 Rev. Ana. 9 EPS Ana. |
Dec 2028 4 Rev. Ana. 2 EPS Ana. |
Dec 2029 3 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
1.49B
est: 1.25B (+19.6%)
|
1.71B
est: 1.73B (-1.3%)
|
1.94B
est: 1.74B (+11.5%)
|
2.15B
est: 1.84B (+16.9%)
|
2.36B
est: 2.20B (+6.9%)
|
2.54B
est: 2.57B (-1.3%)
|
2.69B
est: 2.70B (-0.4%)
|
3.00B
est: 3.00B (+0.0%)
|
3.19B
est: 3.20B (-0.2%)
|
2.99B
est: 3.02B (-0.8%)
|
2.90B
est: 2.83B (+2.3%)
|
3.54B
est: 3.51B (+0.9%)
|
3.75B
est: 3.74B (+0.5%)
|
3.85B
est: 3.93B (-1.9%)
|
3.82B
est: 3.86B (-1.1%)
|
3.83B
est: 3.85B (-0.4%)
|
3.92B
3.90B – 3.95B
+1.8% YoY
|
4.09B
4.04B – 4.14B
+4.3% YoY
|
4.24B
4.24B – 4.24B
+3.7% YoY
|
4.44B
4.40B – 4.49B
+4.9% YoY
|
| EBITDA |
121.00M
est: 147.52M (-18.0%)
|
217.80M
est: 437.87M (-50.3%)
|
297.60M
est: 259.40M (+14.7%)
|
301.80M
est: 246.91M (+22.2%)
|
352.20M
est: 327.44M (+7.6%)
|
472.90M
est: 428.47M (+10.4%)
|
534.90M
est: 500.48M (+6.9%)
|
601.00M
est: 577.67M (+4.0%)
|
638.10M
est: 619.77M (+3.0%)
|
561.40M
est: 584.89M (-4.0%)
|
531.20M
est: 441.93M (+20.2%)
|
707.80M
est: 614.20M (+15.2%)
|
310.00M
est: 713.98M (-56.6%)
|
823.80M
est: 1.05B (-21.9%)
|
786.50M
est: 1.04B (-24.1%)
|
792.20M
est: 1.03B (-23.3%)
|
1.05B
1.05B – 1.06B
+1.8% YoY
|
1.10B
1.08B – 1.11B
+4.3% YoY
|
1.14B
1.14B – 1.14B
+3.7% YoY
|
1.19B
1.18B – 1.20B
+4.9% YoY
|
| EBIT |
80.20M
est: 72.18M (+11.1%)
|
170.80M
est: 138.93M (+22.9%)
|
243.00M
est: 177.80M (+36.7%)
|
242.10M
est: 203.59M (+18.9%)
|
292.40M
est: 266.93M (+9.5%)
|
409.90M
est: 361.62M (+13.4%)
|
469.80M
est: 430.76M (+9.1%)
|
530.90M
est: 500.30M (+6.1%)
|
566.20M
est: 535.69M (+5.7%)
|
483.10M
est: 484.49M (-0.3%)
|
451.20M
est: 369.28M (+22.2%)
|
629.90M
est: 528.42M (+19.2%)
|
233.10M
est: 634.08M (-63.2%)
|
745.50M
est: 1.01B (-26.1%)
|
707.70M
est: 991.65M (-28.6%)
|
729.40M
est: 988.11M (-26.2%)
|
1.01B
1.00B – 1.01B
+1.8% YoY
|
1.05B
1.04B – 1.06B
+4.3% YoY
|
1.09B
1.09B – 1.09B
+3.7% YoY
|
1.14B
1.13B – 1.15B
+4.9% YoY
|
| Net Income |
111.70M
est: 92.44M (+20.8%)
|
305.70M
est: 330.66M (-7.5%)
|
162.60M
est: 140.28M (+15.9%)
|
169.70M
est: 138.91M (+22.2%)
|
207.80M
est: 193.11M (+7.6%)
|
282.90M
est: 256.51M (+10.3%)
|
326.50M
est: 305.53M (+6.9%)
|
296.50M
est: 287.51M (+3.1%)
|
444.20M
est: 431.39M (+3.0%)
|
370.00M
est: 385.59M (-4.0%)
|
344.90M
est: 284.21M (+21.4%)
|
487.10M
est: 422.19M (+15.4%)
|
235.70M
est: 489.82M (-51.9%)
|
556.60M
est: 545.06M (+2.1%)
|
533.60M
est: 526.39M (+1.4%)
|
546.20M
est: 527.60M (+3.5%)
|
517.29M
515.72M – 555.92M
-2.0% YoY
|
590.11M
571.30M – 608.92M
+14.1% YoY
|
624.47M
611.82M – 637.11M
+5.8% YoY
|
670.28M
661.75M – 678.97M
+7.3% YoY
|
| SGA |
364.10M
est: 259.58M (+40.3%)
|
372.80M
est: 374.09M (-0.3%)
|
450.50M
est: 398.37M (+13.1%)
|
524.50M
est: 431.20M (+21.6%)
|
572.10M
est: 532.38M (+7.5%)
|
610.70M
est: 552.51M (+10.5%)
|
658.90M
est: 616.78M (+6.8%)
|
722.80M
est: 690.19M (+4.7%)
|
753.80M
est: 732.20M (+2.9%)
|
715.60M
est: 746.23M (-4.1%)
|
660.30M
est: 572.95M (+15.2%)
|
701.40M
est: 610.85M (+14.8%)
|
670.90M
est: 671.09M (0.0%)
|
727.40M
est: 756.16M (-3.8%)
|
757.40M
est: 742.88M (+2.0%)
|
759.40M
est: 740.23M (+2.6%)
|
753.92M
750.07M – 759.68M
+1.8% YoY
|
786.38M
776.79M – 795.97M
+4.3% YoY
|
815.27M
815.27M – 815.27M
+3.7% YoY
|
855.22M
846.85M – 863.75M
+4.9% YoY
|
| EPS |
0.61
est: 0.48 (+27.1%)
|
1.67
est: 0.53 (+215.1%)
|
0.88
est: 0.61 (+44.3%)
|
0.93
est: 0.73 (+27.4%)
|
1.15
est: 1.06 (+8.5%)
|
1.59
est: 1.55 (+2.6%)
|
1.87
est: 1.84 (+1.9%)
|
1.72
est: 2.13 (-19.2%)
|
2.60
est: 2.57 (+1.1%)
|
2.24
est: 2.26 (-0.8%)
|
2.14
est: 2.00 (+6.8%)
|
3.05
est: 2.92 (+4.6%)
|
1.52
est: 3.07 (-50.4%)
|
3.71
est: 3.89 (-4.7%)
|
3.65
est: 3.77 (-3.1%)
|
3.86
est: 3.80 (+1.7%)
|
3.78
3.69 – 3.97
-0.3% YoY
|
4.16
4.08 – 4.35
+10.0% YoY
|
4.46
4.37 – 4.55
+7.2% YoY
|
4.79
4.73 – 4.85
+7.3% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-04 | Citigroup | Neutral | Neutral | Maintain |
| 2026-05-01 | JP Morgan | Neutral | Neutral | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-08 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-07 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-06 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-05 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-04 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-01 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-30 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-29 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-28 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-27 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-24 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-23 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-22 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-21 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-20 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-17 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-16 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-15 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group - 23-1945930 | 15.10M | 11.33% | — | 195.3K | 14.64M | 451.7K | IA | Pennsylvania | 2022-02-09 | ↗ |
| 2 | (1) BlackRock, Inc. | 9.81M | 7.40% | 8.51M | — | 9.81M | — | HC | Delaware | 2022-02-01 | ↗ |
| 3 | 39-6043416 | 9.63M | 32.20% | 9.63M | — | 9.63M | — | CO | Nevada | 2008-02-04 | ↗ |
| 4 | STATE STREET CORPORATION | 8.91M | 6.69% | — | 8.32M | — | — | HC | BOSTON, MASSACHUSETTS | 2022-02-10 | ↗ |
| 5 | Edward C. Johnson 3d | 7.35M | 9.62% | — | — | 7.35M | — | IN | United States of America | 2015-02-13 | ↗ |
| 6 | Smith Family Voting Trust | 4.73M | 18.10% | 4.73M | — | 529.6K | 10.00 | OO | Citizenship or Place of Organization | 2009-04-30 | ↗ |
| 7 | Abigail P. Johnson | 4.71M | 6.29% | — | — | 4.71M | — | IN | United States of America | 2016-02-12 | ↗ |
| 8 | FMR LLC | 4.71M | 6.29% | 52.4K | — | 4.71M | — | HC | Delaware | 2016-02-12 | ↗ |
| 9 | A. O. Smith Corporation | 2.83M | 6.83% | 2.83M | — | 2.83M | — | CO | Delaware | 2011-08-26 | ↗ |
| 10 | 52-0556948 | 2.28M | 10.50% | 300.5K | — | 2.28M | — | IA | MARYLAND | 2006-02-14 | ↗ |
| 11 | SENATOR INVESTMENT GROUP LP | 1.94M | 5.00% | — | — | — | — | IA | DELAWARE | 2011-06-02 | ↗ |
| 12 | BlackRock for purposes of Schedule 13G filings. | 1.79M | 7.11% | 1.79M | — | 1.79M | — | HC | Delaware | 2010-01-29 | ↗ |
| 13 | 23-1622210 | 1.75M | 8.00% | 1.75M | — | — | — | IV | Maryland | 2006-02-14 | ↗ |
| 14 | 58-1575035 | 1.52M | 1.90% | — | — | — | — | BK, IA, HC | Georgia | 2014-02-13 | ↗ |
| 15 | (. | 1.16M | 5.17% | 1.16M | — | 1.16M | — | IA | Delaware Limited Partnership | 2007-02-09 | ↗ |
| 16 | Franklin Resources, Inc. (13-2670991) | 1.16M | 5.50% | — | — | — | 1.9K | HC | Delaware | 2005-02-14 | ↗ |
| 17 | LLC. | 887.8K | 2.30% | 587.2K | — | 887.8K | — | IA | DELAWARE | 2011-02-15 | ↗ |
| 18 | EIN #36-3099763 | 565.9K | 2.60% | 13.5K | — | 13.5K | — | HC | Delaware | 2006-02-15 | ↗ |
| 19 | — | 2.6K | 0.10% | 2.6K | — | 2.6K | — | OO | United States | 2008-02-04 | ↗ |
| 20 | FRONTIER CAPITAL MANAGEMENT CO., LLC. | 10.00 | 12.00% | 2.29M | — | 2.29M | — | IA | DELAWARE | 2010-02-12 | ↗ |
| 21 | 13-3156718 | — | 0.00% | — | — | — | — | IA | INCORPORATED IN THE STATE OF NEW YORK | 2005-02-11 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 15.10M +683.2K (+4.7%) | 1.01B -48.4M (-4.6%) | 10.79% +0.740 pp | 0.01% -0.001 pp | USD40.83 +63.8% | 84 qtrs — |
| 2 | BLACKROCK, INC. | 7.33M +298.5K (+4.2%) | 490.40M -26.0M (-5.0%) | 5.24% +0.336 pp | 0.01% -0.001 pp | USD88.60 -24.5% | 6 qtrs — |
| 3 | STATE STREET CORP | 5.91M +458.3K (+8.4%) | 395.36M -5.0M (-1.2%) | 4.22% +0.423 pp | 0.01% -0.001 pp | USD50.75 +31.8% | 51 qtrs — |
| 4 | FMR LLC | 5.73M +2.7M (+87.9%) | 383.13M +159.3M (+71.1%) | 4.09% +1.968 pp | 0.02% +0.008 pp | USD69.12 -3.2% | 69 qtrs — |
| 5 | IMPAX ASSET MANAGEMENT GROUP PLC | 4.65M -200.6K (-4.1%) | 310.96M -45.1M (-12.7%) | 3.32% -0.059 pp | 1.95% -0.132 pp | USD65.03 +2.8% | 20 qtrs — |
| 6 | INVESCO LTD. | 4.56M +37.6K (+0.8%) | 304.95M -27.0M (-8.1%) | 3.26% +0.106 pp | 0.05% -0.006 pp | USD58.66 +14.0% | 57 qtrs — |
| 7 | AMERICAN CENTURY COMPANIES INC | 4.00M +788.2K (+24.6%) | 267.32M +31.8M (+13.5%) | 2.86% +0.619 pp | 0.13% +0.015 pp | USD68.44 -2.3% | 26 qtrs — |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 3.50M +3.5K (+0.1%) | 233.57M -22.5M (-8.8%) | 2.50% +0.064 pp | 0.01% -0.002 pp | USD57.21 +16.9% | 78 qtrs — |
| 9 | MORGAN STANLEY | 2.91M +101.5K (+3.6%) | 194.58M -11.6M (-5.6%) | 2.08% +0.122 pp | 0.01% -0.001 pp | USD65.06 +2.8% | 51 qtrs — |
| 10 | PROSHARE ADVISORS LLC | 2.34M +60.3K (+2.6%) | 156.81M -10.9M (-6.5%) | 1.68% +0.083 pp | 0.28% -0.074 pp | USD60.24 +11.0% | 70 qtrs — |
| 11 | PICTET ASSET MANAGEMENT HOLDING SA | 2.19M -267.2K (-10.9%) | 146.26M -33.9M (-18.8%) | 1.56% -0.148 pp | 0.14% -0.032 pp | USD70.81 -5.6% | 10 qtrs — |
| 12 | EARNEST PARTNERS LLC | 2.07M -12.0K (-0.6%) | 138.51M -14.4M (-9.4%) | 1.48% +0.028 pp | 0.59% -0.070 pp | USD65.90 +1.5% | 33 qtrs — |
| 13 | FIRST TRUST ADVISORS LP | 1.97M -543.9K (-21.7%) | 131.42M -52.8M (-28.6%) | 1.40% -0.345 pp | 0.10% -0.042 pp | USD69.45 -3.7% | 51 qtrs — |
| 14 | DIMENSIONAL FUND ADVISORS LP | 1.89M +23.1K (+1.2%) | 126.73M -10.7M (-7.8%) | 1.35% +0.049 pp | 0.03% -0.003 pp | USD52.54 +27.3% | 51 qtrs — |
| 15 | BANK OF AMERICA CORP /DE/ | 1.74M -61.4K (-3.4%) | 116.19M -15.9M (-12.0%) | 1.24% -0.013 pp | 0.01% -0.001 pp | USD60.82 +10.0% | 52 qtrs — |
| 16 | UBS GROUP AG | 1.65M +537.9K (+48.4%) | 110.35M +28.7M (+35.2%) | 1.18% +0.404 pp | 0.02% +0.005 pp | USD67.18 -0.4% | 45 qtrs — |
| 17 | NORGES BANK | 1.45M +1.5M (+100.0%) | 97.10M +97.1M (+100.0%) | 1.04% +1.038 pp | 0.01% +0.010 pp | USD66.88 +0.0% | 1 qtrs NEW |
| 18 | BANK OF NEW YORK MELLON CORP | 1.38M +326.8K (+30.9%) | 92.50M +15.0M (+19.3%) | 0.99% +0.252 pp | 0.02% +0.001 pp | USD50.01 +33.7% | 66 qtrs — |
| 19 | SEI INVESTMENTS CO | 1.34M +21.3K (+1.6%) | 89.73M -7.2M (-7.4%) | 0.96% +0.038 pp | 0.09% -0.016 pp | USD68.36 -2.2% | 45 qtrs — |
| 20 | SARASIN & PARTNERS LLP | 1.33M -75.4K (-5.4%) | 88.63M -13.3M (-13.0%) | 0.95% -0.029 pp | 0.92% -0.080 pp | USD66.58 +0.5% | 6 qtrs — |
| 21 | AQR CAPITAL MANAGEMENT LLC | 1.28M +617.2K (+93.2%) | 85.56M +37.0M (+76.2%) | 0.91% +0.453 pp | 0.04% +0.014 pp | USD69.77 -4.1% | 81 qtrs — |
| 22 | GOLDMAN SACHS GROUP INC | 1.27M +494.5K (+64.2%) | 84.61M +28.0M (+49.6%) | 0.90% +0.367 pp | 0.01% +0.004 pp | USD63.69 +5.0% | 73 qtrs — |
| 23 | MADISON ASSET MANAGEMENT, LLC | 1.21M +1.2M (+100.0%) | 80.88M +80.9M (+100.0%) | 0.86% +0.864 pp | 0.93% +0.930 pp | USD66.88 +0.0% | 1 qtrs NEW |
| 24 | 1832 ASSET MANAGEMENT L.P. | 1.21M +3.1K (+0.3%) | 80.65M -7.6M (-8.7%) | 0.86% +0.023 pp | 0.06% -0.008 pp | USD55.70 +20.1% | 26 qtrs — |
| 25 | NORTHERN TRUST CORP | 1.19M +143.4K (+13.7%) | 79.77M +2.7M (+3.6%) | 0.85% +0.121 pp | 0.01% +0.000 pp | USD50.25 +33.1% | 51 qtrs — |
| 26 | NOMURA ASSET MANAGEMENT CO LTD | 1.18M +43.3K (+3.8%) | 78.90M -4.5M (-5.4%) | 0.84% +0.051 pp | 0.20% -0.018 pp | USD61.42 +8.9% | 39 qtrs — |
| 27 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.10M -3.2K (-0.3%) | 73.77M -7.4M (-9.2%) | 0.79% +0.017 pp | 0.01% -0.002 pp | USD51.84 +29.0% | 84 qtrs — |
| 28 | BOSTON TRUST WALDEN CORP | 1.08M +130.2K (+13.7%) | 72.02M +2.5M (+3.6%) | 0.77% +0.110 pp | 0.54% +0.034 pp | USD59.90 +11.7% | 26 qtrs — |
| 29 | NATIXIS ADVISORS, L.P. | 1.02M +703.2K (+220.4%) | 68.37M +44.9M (+191.9%) | 0.73% +0.508 pp | 0.10% +0.063 pp | USD67.57 -1.0% | 36 qtrs — |
| 30 | ROYAL BANK OF CANADA | 887.9K +89.6K (+11.2%) | 59.38M +779.0K (+1.3%) | 0.63% +0.078 pp | 0.01% +0.000 pp | USD72.64 -7.9% | 51 qtrs — |
| 31 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 850.3K +216.9K (+34.2%) | 56.87M +10.4M (+22.3%) | 0.61% +0.166 pp | 0.10% +0.013 pp | USD71.21 -6.1% | 38 qtrs — |
| 32 | AMUNDI | 849.2K -61.4K (-6.7%) | 56.80M -9.9M (-14.9%) | 0.61% -0.028 pp | 0.02% -0.006 pp | USD70.49 -5.1% | 19 qtrs — |
| 33 | CBOE VEST FINANCIAL, LLC | 811.6K -6.1K (-0.7%) | 54.28M -5.7M (-9.6%) | 0.58% +0.010 pp | 0.69% -0.096 pp | USD72.72 -8.0% | 21 qtrs — |
| 34 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 675.7K -128.5K (-16.0%) | 45.19M -13.8M (-23.4%) | 0.48% -0.078 pp | 0.03% -0.011 pp | USD67.58 -1.0% | 10 qtrs — |
| 35 | WELLS FARGO & COMPANY/MN | 667.4K +106.7K (+19.0%) | 44.64M +3.5M (+8.4%) | 0.48% +0.086 pp | 0.01% +0.000 pp | USD60.92 +9.8% | 57 qtrs — |
| 36 | RENAISSANCE TECHNOLOGIES LLC | 632.7K +224.8K (+55.1%) | 42.31M +12.4M (+41.3%) | 0.45% +0.168 pp | 0.07% +0.026 pp | USD67.24 -0.5% | 24 qtrs — |
| 37 | KBC GROUP NV | 609.3K -57.0K (-8.5%) | 40.75M -8.2M (-16.7%) | 0.44% -0.029 pp | 0.09% -0.024 pp | USD65.56 +2.0% | 48 qtrs — |
| 38 | WELCH & FORBES LLC | 585.8K -9.5K (-1.6%) | 39.18M -4.5M (-10.3%) | 0.42% +0.004 pp | 0.47% -0.052 pp | USD58.89 +13.6% | 23 qtrs — |
| 39 | JPMORGAN CHASE & CO | 570.5K -95.3K (-14.3%) | 38.15M -10.7M (-21.9%) | 0.41% -0.057 pp | 0.00% -0.001 pp | USD72.98 -8.4% | 51 qtrs — |
| 40 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 567.9K -10.9K (-1.9%) | 37.98M -4.5M (-10.6%) | 0.41% +0.002 pp | 0.03% -0.004 pp | USD62.33 +7.3% | 51 qtrs — |
| 41 | UBS ASSET MANAGEMENT AMERICAS INC | 551.1K -86.3K (-13.5%) | 36.86M -9.9M (-21.2%) | 0.39% -0.051 pp | 0.01% -0.002 pp | USD67.52 -0.9% | 69 qtrs — |
| 42 | QUANTINNO CAPITAL MANAGEMENT LP | 533.4K +101.5K (+23.5%) | 35.68M +4.0M (+12.5%) | 0.38% +0.080 pp | 0.07% -0.015 pp | USD69.07 -3.2% | 11 qtrs — |
| 43 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 522.7K +363.5K (+228.4%) | 34.96M +23.3M (+199.2%) | 0.37% +0.263 pp | 0.12% +0.084 pp | USD69.21 -3.4% | 17 qtrs — |
| 44 | SCHWARTZ INVESTMENT COUNSEL INC | 515.3K -75.0K (-12.7%) | 34.47M -8.9M (-20.5%) | 0.37% -0.043 pp | 1.20% -0.250 pp | USD60.15 +11.2% | 28 qtrs — |
| 45 | ENVESTNET ASSET MANAGEMENT INC | 511.5K +52.0K (+11.3%) | 34.21M +477.9K (+1.4%) | 0.37% +0.045 pp | 0.01% +0.000 pp | USD67.01 -0.2% | 51 qtrs — |
| 46 | CIBC ASSET MANAGEMENT INC | 496.7K +363.9K (+273.9%) | 33.16M +23.4M (+240.7%) | 0.35% +0.262 pp | 0.08% +0.052 pp | USD66.91 0.0% | 43 qtrs — |
| 47 | LEGAL & GENERAL GROUP PLC | 488.2K -37.1K (-7.1%) | 32.65M -5.9M (-15.3%) | 0.35% -0.017 pp | 0.01% -0.001 pp | USD55.49 +20.5% | 44 qtrs — |
| 48 | JACOBS LEVY EQUITY MANAGEMENT, INC | 454.1K +454.1K (+100.0%) | 30.37M +30.4M (+100.0%) | 0.32% +0.325 pp | 0.12% +0.117 pp | USD66.88 +0.0% | 1 qtrs NEW |
| 49 | — | 451.0K +451.0K (+100.0%) | 30.17M +30.2M (+100.0%) | 0.32% +0.322 pp | 0.09% +0.094 pp | USD66.88 +0.0% | 1 qtrs NEW |
| 50 | MARSHALL WACE, LLP | 443.9K +199.7K (+81.8%) | 29.69M +11.8M (+65.6%) | 0.32% +0.147 pp | 0.03% +0.009 pp | USD69.07 -3.2% | 3 qtrs — |
| 51 | MILLENNIUM MANAGEMENT LLC | 419.8K -207.1K (-33.0%) | 28.07M -17.9M (-39.0%) | 0.30% -0.137 pp | 0.01% -0.008 pp | USD69.22 -3.4% | 53 qtrs — |
| 52 | NICHOLAS COMPANY, INC. | 390.7K -45.0 (0.0%) | 26.13M -2.6M (-8.9%) | 0.28% +0.007 pp | 0.46% -0.029 pp | USD81.08 -17.5% | 17 qtrs — |
| 53 | BERKSHIRE ASSET MANAGEMENT LLC/PA | 389.0K +176.0 (+0.0%) | 26.02M -2.5M (-8.9%) | 0.28% +0.007 pp | 1.14% -0.072 pp | USD65.67 +1.8% | 4 qtrs — |
| 54 | DEUTSCHE BANK AG\ | 357.1K -200.5K (-36.0%) | 23.88M -17.0M (-41.6%) | 0.26% -0.134 pp | 0.01% -0.006 pp | USD69.22 -3.4% | 50 qtrs — |
| 55 | WELLINGTON MANAGEMENT GROUP LLP | 344.9K +344.9K (+100.0%) | 23.07M +23.1M (+100.0%) | 0.25% +0.247 pp | 0.00% +0.004 pp | USD66.88 +0.0% | 1 qtrs NEW |
| 56 | SCHRODER INVESTMENT MANAGEMENT GROUP | 308.0K +15.5K (+5.3%) | 20.86M -418.1K (-2.0%) | 0.22% +0.016 pp | 0.02% -0.001 pp | USD69.36 -3.6% | 22 qtrs — |
| 57 | LORD, ABBETT & CO. LLC | 302.1K -54.6K (-15.3%) | 20.20M -6.0M (-22.8%) | 0.22% -0.033 pp | 0.06% -0.016 pp | USD65.57 +2.0% | 3 qtrs — |
| 58 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 294.5K -34.6K (-10.5%) | 19.69M -4.5M (-18.5%) | 0.21% -0.019 pp | 0.30% -0.050 pp | USD77.16 -13.3% | 7 qtrs — |
| 59 | NUVEEN, LLC | 276.9K -3.2K (-1.1%) | 18.52M -2.0M (-9.9%) | 0.20% +0.003 pp | 0.00% -0.001 pp | USD65.37 +2.3% | 4 qtrs — |
| 60 | ROBECO SCHWEIZ AG | 269.5K -24.0K (-8.2%) | 18.02M -3.5M (-16.3%) | 0.19% -0.012 pp | 0.40% -0.081 pp | USD48.58 +37.7% | 57 qtrs — |
| 61 | TREASURER OF THE STATE OF NORTH CAROLINA | 267.7K -26.8K (-9.1%) | 17.91M -3.7M (-17.2%) | 0.19% -0.014 pp | 0.06% -0.009 pp | USD63.36 +5.6% | 32 qtrs — |
| 62 | NORTHWEST & ETHICAL INVESTMENTS L.P. | 267.0K -22.6K (-7.8%) | 17.86M -3.4M (-16.0%) | 0.19% -0.011 pp | 0.40% -0.100 pp | USD67.87 -1.5% | 4 qtrs — |
| 63 | SG AMERICAS SECURITIES, LLC | 259.5K +252.7K (+3,725.2%) | 17.35M +16.9M (+3,384.5%) | 0.19% +0.181 pp | 0.02% +0.021 pp | USD66.86 +0.0% | 51 qtrs — |
| 64 | ALPS ADVISORS INC | 257.2K -16.0K (-5.9%) | 17.20M -2.9M (-14.2%) | 0.18% -0.007 pp | 0.10% -0.012 pp | USD73.88 -9.5% | 44 qtrs — |
| 65 | STIFEL FINANCIAL CORP | 249.9K +61.5K (+32.7%) | 16.71M +2.9M (+20.9%) | 0.18% +0.047 pp | 0.02% +0.002 pp | USD70.98 -5.8% | 48 qtrs — |
| 66 | BARCLAYS PLC | 248.3K +7.0K (+2.9%) | 16.61M -5.1M (-23.4%) | 0.18% +0.009 pp | 0.00% -0.002 pp | USD69.46 -3.7% | 51 qtrs — |
| 67 | RHUMBLINE ADVISERS | 242.8K -5.5K (-2.2%) | 16.24M -2.0M (-10.9%) | 0.17% +0.000 pp | 0.01% -0.002 pp | USD45.68 +46.4% | 51 qtrs — |
| 68 | BNP PARIBAS ARBITRAGE, SNC | 242.3K +11.7K (+5.1%) | 16.20M -720.8K (-4.3%) | 0.17% +0.012 pp | 0.01% -0.002 pp | USD72.20 -7.4% | 49 qtrs — |
| 69 | AMERIPRISE FINANCIAL INC | 226.6K +36.7K (+19.3%) | 15.15M +1.2M (+8.7%) | 0.16% +0.030 pp | 0.00% +0.000 pp | USD74.81 -10.6% | 56 qtrs — |
| 70 | MASSMUTUAL TRUST CO FSB/ADV | 226.2K -10.2K (-4.3%) | 15.13M -2.2M (-12.8%) | 0.16% -0.003 pp | 0.39% -0.053 pp | USD64.21 +4.2% | 22 qtrs — |
| 71 | SWISS NATIONAL BANK | 225.4K +— (+0.0%) | 15.07M -1.5M (-8.9%) | 0.16% +0.004 pp | 0.01% -0.001 pp | USD47.28 +41.5% | 51 qtrs — |
| 72 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 223.1K -3.0 (0.0%) | 14.92M -1.5M (-8.9%) | 0.16% +0.004 pp | 0.01% -0.001 pp | USD45.66 +46.5% | 58 qtrs — |
| 73 | PRICE T ROWE ASSOCIATES INC /MD/ | 210.7K -17.8K (-7.8%) | 14.09M -2.7M (-16.0%) | 0.15% -0.009 pp | 0.00% 0.000 pp | USD57.87 +15.6% | 75 qtrs — |
| 74 | MATHER GROUP, LLC. | 210.6K +8.2K (+4.1%) | 14.09M -770.8K (-5.2%) | 0.15% +0.009 pp | 0.15% -0.005 pp | USD65.46 +2.2% | 12 qtrs — |
| 75 | CRESSET ASSET MANAGEMENT, LLC | 206.4K +1.1K (+0.6%) | 13.81M -1.3M (-8.4%) | 0.15% +0.004 pp | 0.06% -0.006 pp | USD68.89 -2.9% | 11 qtrs — |
| 76 | MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 199.4K +2.1K (+1.1%) | 13.63M -858.7K (-5.9%) | 0.14% +0.005 pp | 0.01% -0.001 pp | USD56.69 +18.0% | 39 qtrs — |
| 77 | BRIDGEWATER ASSOCIATES, LP | 198.8K +122.5K (+160.7%) | 13.30M +7.7M (+137.5%) | 0.14% +0.089 pp | 0.05% +0.027 pp | USD69.38 -3.6% | 2 qtrs — |
| 78 | REGENTS GATE CAPITAL LLP | 197.6K +130.0K (+192.4%) | 13.21M +8.3M (+166.4%) | 0.14% +0.094 pp | 4.23% +2.469 pp | USD69.11 -3.2% | 2 qtrs — |
| 79 | CITADEL ADVISORS LLC | 189.5K +159.1K (+523.4%) | 12.67M +10.4M (+467.9%) | 0.14% +0.114 pp | 0.00% +0.002 pp | USD67.38 -0.7% | 38 qtrs — |
| 80 | PEAK6 LLC | 188.8K +139.7K (+284.5%) | 12.63M +9.0M (+250.3%) | 0.13% +0.101 pp | 0.02% +0.018 pp | USD66.57 +0.5% | 5 qtrs — |
| 81 | DISTILLATE CAPITAL PARTNERS LLC | 188.8K -2.1K (-1.1%) | 12.63M -1.4M (-9.9%) | 0.13% +0.002 pp | 0.65% -0.076 pp | USD68.21 -1.9% | 8 qtrs — |
| 82 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 184.6K +10.4K (+6.0%) | 12.34M -442.5K (-3.5%) | 0.13% +0.011 pp | 0.08% -0.005 pp | USD71.62 -6.6% | 7 qtrs — |
| 83 | JANNEY MONTGOMERY SCOTT LLC | 184.0K +7.0K (+3.9%) | 12.30M -691.0K (-5.3%) | 0.13% +0.008 pp | 0.03% -0.003 pp | USD60.79 +10.0% | 33 qtrs — |
| 84 | VAN ECK ASSOCIATES CORP | 176.5K -5.1K (-2.8%) | 11.80M -1.5M (-11.5%) | 0.13% -0.001 pp | 0.01% -0.003 pp | USD65.70 +1.8% | 25 qtrs — |
| 85 | DEKABANK DEUTSCHE GIROZENTRALE | 128.1K +— (+0.0%) | 11.80M +2.5M (+26.9%) | 0.09% +0.002 pp | 0.02% +0.005 pp | USD62.22 +7.5% | 42 qtrs — |
| 86 | HSBC HOLDINGS PLC | 174.4K +10.4K (+6.3%) | 11.68M -345.1K (-2.9%) | 0.12% +0.010 pp | 0.01% -0.001 pp | USD76.14 -12.2% | 44 qtrs — |
| 87 | CITIGROUP INC | 173.8K +76.4K (+78.5%) | 11.62M +4.5M (+62.6%) | 0.12% +0.056 pp | 0.01% +0.002 pp | USD66.84 +0.1% | 82 qtrs — |
| 88 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 160.0K +5.6K (+3.6%) | 10.80M -537.7K (-4.7%) | 0.11% +0.007 pp | 0.02% -0.001 pp | USD69.39 -3.6% | 5 qtrs — |
| 89 | BAIRD FINANCIAL GROUP, INC. | 153.7K -18.3K (-10.6%) | 10.28M -2.3M (-18.6%) | 0.11% -0.010 pp | 0.02% -0.004 pp | USD49.91 +34.0% | 43 qtrs — |
| 90 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 152.9K +103.2K (+207.8%) | 10.23M +6.6M (+180.4%) | 0.11% +0.075 pp | 0.08% +0.043 pp | USD66.45 +0.6% | 3 qtrs — |
| 91 | PERPETUAL LTD | 149.9K -4.3K (-2.8%) | 10.02M -1.3M (-11.5%) | 0.11% 0.000 pp | 0.15% +0.004 pp | USD70.06 -4.5% | 12 qtrs — |
| 92 | BANK OF MONTREAL /CAN/ | 149.7K +36.8K (+32.6%) | 10.01M -142.1M (-93.4%) | 0.11% +0.028 pp | 0.00% -0.055 pp | USD72.31 -7.5% | 51 qtrs — |
| 93 | RUSSELL INVESTMENTS GROUP, LTD. | 141.9K +78.9K (+125.3%) | 9.49M +4.9M (+105.3%) | 0.10% +0.058 pp | 0.01% +0.005 pp | USD66.83 +0.1% | 37 qtrs — |
| 94 | HEARTLAND ADVISORS INC | 141.5K -14.1K (-9.0%) | 9.47M -2.0M (-17.1%) | 0.10% -0.007 pp | 0.51% -0.094 pp | USD64.30 +4.0% | 25 qtrs — |
| 95 | RAYMOND JAMES FINANCIAL INC | 140.5K -6.1K (-4.2%) | 9.40M -1.4M (-12.7%) | 0.10% -0.002 pp | 0.00% -0.001 pp | USD69.33 -3.5% | 5 qtrs — |
| 96 | BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 132.4K +48.6K (+58.1%) | 8.86M +2.8M (+47.3%) | 0.09% +0.036 pp | 0.01% -0.005 pp | USD70.95 -5.7% | 19 qtrs — |
| 97 | ALLIANCEBERNSTEIN L.P. | 129.7K -8.1K (-5.9%) | 8.67M -1.4M (-14.2%) | 0.09% -0.003 pp | 0.00% 0.000 pp | USD70.01 -4.5% | 61 qtrs — |
| 98 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 129.1K +115.9K (+878.0%) | 8.63M +7.7M (+791.0%) | 0.09% +0.083 pp | 0.00% +0.001 pp | USD67.15 -0.4% | 51 qtrs — |
| 99 | PRINCIPAL FINANCIAL GROUP INC | 128.8K -11.9K (-8.5%) | 8.62M -1.7M (-16.6%) | 0.09% -0.006 pp | 0.00% -0.001 pp | USD57.72 +15.9% | 81 qtrs — |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-23 | Saak Aaron W | Director | A-Award | A | Restricted Stock Units | 2,296 | 0.00 | — | 2,296 | D | ↗ |
| 2026-04-13 | Saak Aaron W | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2026-04-13 | SMITH MARK D | Director | A-Award | A | Common Stock | 2,262 | 66.32 | 150.0K | 118,504 | D | ↗ |
| 2026-04-13 | MARTIN LOIS M | Director | A-Award | A | Common Stock | 2,262 | 66.32 | 150.0K | 6,445 | D | ↗ |
| 2026-04-13 | MAPES CHRISTOPHER L | Director | A-Award | A | Common Stock | 2,262 | 66.32 | 150.0K | 8,684 | D | ↗ |
| 2026-04-13 | Larsen Michael M | Director | A-Award | A | Restricted Stock Units | 2,262 | 0.00 | — | 13,284 | D | ↗ |
| 2026-04-13 | Kadri Ilham | Director | A-Award | A | Common Stock | 2,262 | 66.32 | 150.0K | 23,579 | D | ↗ |
| 2026-04-13 | HOLT VICTORIA M | Director | A-Award | A | Restricted Stock Units | 2,262 | 0.00 | — | 13,284 | D | ↗ |
| 2026-04-13 | Fister Todd W | Director | A-Award | A | Common Stock | 2,262 | 66.32 | 150.0K | 6,356 | D | ↗ |
| 2026-03-04 | Schuh Darrell W. | Officer | S-Sale | D | Common Stock | 1,104 | 74.39 | 82.1K | 2,201 | D | ↗ |
| 2026-02-23 | Carver Samuel M. | Officer | G-Gift | D | Common Stock | 1,144 | 0.00 | — | 2,713 | D | ↗ |
| 2026-02-13 | Wheeler Kevin J. | Director / Officer | M-Exempt | A | Common Stock | 36,045 | 0.00 | — | 136,692 | D | ↗ |
| 2026-02-13 | Schuh Darrell W. | Officer | F-InKind | D | Common Stock | 356 | 79.89 | 28.4K | 3,295 | D | ↗ |
| 2026-02-13 | STERN JAMES F | Officer | F-InKind | D | Common Stock | 3,220 | 79.89 | 257.2K | 99,914 | D | ↗ |
| 2026-02-13 | Qiu Jack | Officer | M-Exempt | D | Restricted Stock Units | 3,275 | 0.00 | — | 0 | D | ↗ |
| 2026-02-13 | Otchere Benjamin A | Officer | M-Exempt | D | Restricted Stock Units | 1,460 | 0.00 | — | 0 | D | ↗ |
| 2026-02-13 | O'Brien Stephen D. | Officer | F-InKind | D | Common Stock | 1,144 | 0.00 | — | 5,719 | D | ↗ |
| 2026-02-13 | Lauber Charles T | Officer | A-Award | A | Common Stock | 2,254 | 79.89 | 180.1K | 47,119 | D | ↗ |
| 2026-02-13 | Kulkarni Parag | Officer | M-Exempt | D | Restricted Stock Units | 1,115 | 0.00 | — | 7,605 | D | ↗ |
| 2026-02-13 | Karge Douglas Samuel | Officer | M-Exempt | A | Common Stock | 1,415 | 0.00 | — | 4,218 | D | ↗ |
| 2026-02-13 | Carver Samuel M. | Officer | F-InKind | D | Common Stock | 1,026 | 79.89 | 82.0K | 3,148 | D | ↗ |
| 2026-02-09 | Wheeler Kevin J. | Director / Officer | A-Award | A | Restricted Stock Units | 18,965 | 0.00 | — | 131,265 | D | ↗ |
| 2026-02-09 | Shafer Stephen M | Director / Officer | A-Award | A | Restricted Stock Units | 33,505 | 0.00 | — | 105,195 | D | ↗ |
| 2026-02-09 | Selby Curtis E | Officer | A-Award | A | Restricted Stock Units | 4,740 | 0.00 | — | 13,705 | D | ↗ |
| 2026-02-09 | Schuh Darrell W. | Officer | A-Award | A | Restricted Stock Units | 1,560 | 0.00 | — | 6,085 | D | ↗ |
| 2026-02-09 | STERN JAMES F | Officer | A-Award | A | Restricted Stock Units | 7,015 | 0.00 | — | 28,365 | D | ↗ |
| 2026-02-09 | Qiu Jack | Officer | A-Award | A | Restricted Stock Units | 3,125 | 0.00 | — | 13,100 | D | ↗ |
| 2026-02-09 | Otchere Benjamin A | Officer | A-Award | A | Restricted Stock Units | 1,240 | 0.00 | — | 5,405 | D | ↗ |
| 2026-02-09 | O'Brien Stephen D. | Officer | A-Award | A | Restricted Stock Units | 4,900 | 0.00 | — | 17,605 | D | ↗ |
| 2026-02-09 | Lauber Charles T | Officer | A-Award | A | Restricted Stock Units | 9,485 | 0.00 | — | 38,500 | D | ↗ |
| 2026-02-09 | Kulkarni Parag | Officer | A-Award | A | Restricted Stock Units | 1,105 | 0.00 | — | 7,605 | D | ↗ |
| 2026-02-09 | Karge Douglas Samuel | Officer | A-Award | A | Restricted Stock Units | 1,355 | 0.00 | — | 5,595 | D | ↗ |
| 2026-02-09 | Jones Paul J | Officer | A-Award | A | Restricted Stock Units | 4,900 | 0.00 | — | 10,630 | D | ↗ |
| 2026-02-09 | Howe Christopher T. | Officer | A-Award | A | Restricted Stock Units | 3,635 | 0.00 | — | 25,670 | D | ↗ |
| 2026-02-09 | Cheng Ming | Officer | A-Award | A | Restricted Stock Units | 3,225 | 0.00 | — | 28,600 | D | ↗ |
| 2026-02-09 | Carver Samuel M. | Officer | A-Award | A | Restricted Stock Units | 2,560 | 0.00 | — | 10,525 | D | ↗ |
| 2025-12-01 | STERN JAMES F | Officer | G-Gift | D | Common Stock | 2,500 | 0.00 | — | 96,284 | D | ↗ |
| 2025-10-13 | Jones Paul J | Officer | A-Award | A | Restricted Stock Units | 2,200 | 0.00 | — | 5,730 | D | ↗ |
| 2025-10-08 | Howe Christopher T. | Officer | A-Award | A | Restricted Stock Units | 22,035 | 0.00 | — | 22,035 | D | ↗ |
| 2025-10-01 | Jones Paul J | Officer | — | — | Restricted Stock Units | 1,985 | 0.00 | — | 0 | D | ↗ |
| 2025-09-01 | Kulkarni Parag | Officer | M-Exempt | D | Restricted Stock Units | 2,140 | 0.00 | — | 0 | D | ↗ |
| 2025-08-07 | STERN JAMES F | Officer | S-Sale | D | Common Stock | 17,434 | 71.24 | 1.24M | 98,784 | D | ↗ |
| 2025-07-31 | Lauber Charles T | Officer | F-InKind | D | Common Stock | 2,074 | 70.79 | 146.8K | 39,852 | D | ↗ |
| 2025-07-30 | Wheeler Kevin J. | Director / Officer | S-Sale | D | Common Stock | 22,200 | 71.26 | 1.58M | 100,647 | D | ↗ |
| 2025-07-29 | SMITH MARK D | Director | S-Sale | D | Common Stock | 2,400 | 71.36 | 171.3K | 116,242 | D | ↗ |
| 2025-07-07 | Cheng Ming | Officer | A-Award | A | Restricted Stock Units | 25,375 | 0.00 | — | 25,375 | D | ↗ |
| 2025-07-01 | Shafer Stephen M | Officer | A-Award | A | Restricted Stock Units | 7,450 | 0.00 | — | 71,690 | D | ↗ |
| 2025-06-04 | STERN JAMES F | Officer | G-Gift | D | Common Stock | 1,186 | 0.00 | — | 116,218 | D | ↗ |
| 2025-04-08 | SMITH MARK D | Director | A-Award | A | Common Stock | 2,468 | 60.78 | 150.0K | 118,642 | D | ↗ |
| 2025-04-08 | MARTIN LOIS M | Director | A-Award | A | Common Stock | 2,468 | 60.78 | 150.0K | 4,094 | D | ↗ |
| 2025-04-08 | MAPES CHRISTOPHER L | Director | A-Award | A | Common Stock | 2,468 | 60.78 | 150.0K | 6,277 | D | ↗ |
| 2025-04-08 | Larsen Michael M | Director | A-Award | A | Restricted Stock Units | 2,468 | 0.00 | — | 10,807 | D | ↗ |
| 2025-04-08 | Kadri Ilham | Director | A-Award | A | Common Stock | 2,468 | 60.78 | 150.0K | 21,317 | D | ↗ |
| 2025-04-08 | HOLT VICTORIA M | Director | A-Award | A | Restricted Stock Units | 2,468 | 0.00 | — | 10,807 | D | ↗ |
| 2025-04-08 | Fister Todd W | Director | A-Award | A | Common Stock | 2,468 | 60.78 | 150.0K | 4,094 | D | ↗ |
| 2025-04-08 | BROWN RONALD D | Director | A-Award | A | Restricted Stock Units | 2,468 | 0.00 | — | 75,391 | D | ↗ |
| 2025-04-01 | O'Brien Stephen D. | Officer | M-Exempt | A | Common Stock | 1,930 | 0.00 | — | 4,659 | D | ↗ |
| 2025-02-27 | Carver Samuel M. | Officer | S-Sale | D | Common Stock | 3,460 | 66.51 | 230.1K | 0 | I | ↗ |
| 2025-02-21 | Carver Samuel M. | Officer | G-Gift | D | Common Stock | 369 | 0.00 | — | 1,569 | D | ↗ |
| 2025-02-10 | Wheeler Kevin J. | Officer | A-Award | A | Restricted Stock Units | 43,240 | 0.00 | — | 112,300 | D | ↗ |
| 2025-02-10 | Shafer Stephen M | Officer | A-Award | A | Restricted Stock Units | 23,815 | 0.00 | — | 64,240 | D | ↗ |
| 2025-02-10 | Selby Curtis E | Officer | A-Award | A | Restricted Stock Units | 5,345 | 0.00 | — | 8,965 | D | ↗ |
| 2025-02-10 | Schuh Darrell W. | Officer | A-Award | A | Restricted Stock Units | 1,830 | 0.00 | — | 4,525 | D | ↗ |
| 2025-02-10 | Scheppele Stephanie Melissa | Officer | A-Award | A | Restricted Stock Units | 3,205 | 0.00 | — | 8,530 | D | ↗ |
| 2025-02-10 | STERN JAMES F | Officer | A-Award | A | Restricted Stock Units | 8,205 | 0.00 | — | 21,350 | D | ↗ |
| 2025-02-10 | Qiu Jack | Officer | A-Award | A | Restricted Stock Units | 3,770 | 0.00 | — | 9,775 | D | ↗ |
| 2025-02-10 | Otchere Benjamin A | Officer | A-Award | A | Restricted Stock Units | 1,495 | 0.00 | — | 4,165 | D | ↗ |
| 2025-02-10 | O'Brien Stephen D. | Officer | A-Award | A | Restricted Stock Units | 5,725 | 0.00 | — | 14,635 | D | ↗ |
| 2025-02-10 | Lauber Charles T | Officer | A-Award | A | Restricted Stock Units | 11,070 | 0.00 | — | 29,015 | D | ↗ |
| 2025-02-10 | Kulkarni Parag | Officer | A-Award | A | Restricted Stock Units | 1,300 | 0.00 | — | 6,500 | D | ↗ |
| 2025-02-10 | Karge Douglas Samuel | Officer | A-Award | A | Restricted Stock Units | 1,590 | 0.00 | — | 4,240 | D | ↗ |
| 2025-02-10 | Heideman Robert J | Officer | A-Award | A | Restricted Stock Units | 3,815 | 0.00 | — | 10,200 | D | ↗ |
| 2025-02-10 | Carver Samuel M. | Officer | A-Award | A | Restricted Stock Units | 3,015 | 0.00 | — | 7,965 | D | ↗ |
| 2025-02-07 | Wheeler Kevin J. | Officer | M-Exempt | A | Common Stock | 20,440 | 0.00 | — | 110,311 | D | ↗ |
| 2025-02-07 | Schuh Darrell W. | Officer | M-Exempt | A | Common Stock | 660 | 0.00 | — | 2,346 | D | ↗ |
| 2025-02-07 | Scheppele Stephanie Melissa | Officer | M-Exempt | A | Common Stock | 1,535 | 0.00 | — | 3,995 | D | ↗ |
| 2025-02-07 | STERN JAMES F | Officer | M-Exempt | A | Common Stock | 3,890 | 0.00 | — | 119,324 | D | ↗ |
| 2025-02-07 | Qiu Jack | Officer | M-Exempt | D | Restricted Stock Units | 1,775 | 0.00 | — | 0 | D | ↗ |
| 2025-02-07 | Otchere Benjamin A | Officer | M-Exempt | D | Restricted Stock Units | 660 | 0.00 | — | 0 | D | ↗ |
| 2025-02-07 | O'Brien Stephen D. | Officer | F-InKind | D | Common Stock | 496 | 65.65 | 32.6K | 2,718 | D | ↗ |
| 2025-02-07 | Lauber Charles T | Officer | M-Exempt | A | Common Stock | 5,330 | 0.00 | — | 41,590 | D | ↗ |
| 2025-02-07 | Kulkarni Parag | Officer | M-Exempt | D | Restricted Stock Units | 445 | 0.00 | — | 0 | D | ↗ |
| 2025-02-07 | Karge Douglas Samuel | Officer | S-Sale | D | Common Stock | 419 | 65.65 | 27.5K | 2,749 | D | ↗ |
| 2025-02-07 | Heideman Robert J | Officer | S-Sale | D | Common Stock | 1,026 | 65.65 | 67.4K | 8,889 | D | ↗ |
| 2025-02-07 | Carver Samuel M. | Officer | F-InKind | D | Common Stock | 597 | 65.65 | 39.2K | 1,938 | D | ↗ |
| 2024-11-18 | Heideman Robert J | Officer | G-Gift | D | Common Stock | 1,500 | 0.00 | — | 7,955 | D | ↗ |
| 2024-11-14 | Carver Samuel M. | Officer | G-Gift | D | Common Stock | 1,199 | 0.00 | — | 1,200 | D | ↗ |
| 2024-08-16 | O'Brien Stephen D. | Officer | M-Exempt | A | Common Stock | 3,455 | 0.00 | — | 3,455 | — | ↗ |
| 2024-08-07 | Carver Samuel M. | Officer | M-Exempt | D | Employee Stock Options (Right to Buy) | 3,755 | 50.16 | 188.4K | 0 | — | ↗ |
| 2024-08-01 | Selby Curtis E | Officer | — | D | Restricted Stock Units | 3,620 | 0.00 | — | 0 | — | ↗ |
| 2024-07-31 | STERN JAMES F | Officer | G-Gift | D | Common Stock | 6,680 | 0.00 | — | 115,434 | — | ↗ |
| 2024-07-30 | BROWN RONALD D | Director | S-Sale | D | Common Stock | 3,631 | 85.67 | 311.1K | 1,100 | — | ↗ |
| 2024-07-25 | Wheeler Kevin J. | Officer | M-Exempt | A | Common Stock | 19,220 | 30.77 | 591.3K | 102,718 | — | ↗ |
| 2024-05-21 | Qiu Jack | Officer | M-Exempt | D | Employee Stock Options (Right to Buy) | 5,000 | 74.27 | 371.3K | 2,500 | — | ↗ |
| 2024-05-17 | Schuh Darrell W. | Officer | — | D | Common Stock | 0 | 0.00 | — | 1,670 | — | ↗ |
| 2024-04-09 | SMITH MARK D | Director | A-Award | A | Common Stock | 1,626 | 86.14 | 140.1K | 116,174 | — | ↗ |
| 2024-04-09 | Rajendra Ajita G | Director | A-Award | A | Common Stock | 1,626 | 86.14 | 140.1K | 58,577 | — | ↗ |
| 2024-04-09 | MARTIN LOIS M | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-04-09 | MAPES CHRISTOPHER L | Director | A-Award | A | Common Stock | 1,626 | 86.14 | 140.1K | 3,769 | — | ↗ |
| 2024-04-09 | Larsen Michael M | Director | A-Award | A | Restricted Stock Units | 1,626 | 0.00 | — | 8,194 | — | ↗ |
| 2024-04-09 | Kadri Ilham | Director | A-Award | A | Common Stock | 1,626 | 86.14 | 140.1K | 18,849 | — | ↗ |
| 2024-04-09 | HOLT VICTORIA M | Director | A-Award | A | Restricted Stock Units | 1,626 | 0.00 | — | 8,194 | — | ↗ |
| 2024-04-09 | Fister Todd W | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-04-09 | BROWN RONALD D | Director | A-Award | A | Restricted Stock Units | 1,626 | 0.00 | — | 71,663 | — | ↗ |
| 2024-04-01 | Schuh Darrell W. | Officer | — | D | Common Stock | 0 | 0.00 | — | 566 | — | ↗ |
| 2024-03-18 | Shafer Stephen M | Officer | A-Award | A | Restricted Stock Units | 40,425 | 0.00 | — | 40,425 | — | ↗ |
| 2024-03-05 | Heideman Robert J | Officer | M-Exempt | A | Common Stock | 9,890 | 60.82 | 601.5K | 19,345 | — | ↗ |
| 2024-03-04 | Rajendra Ajita G | Director | S-Sale | D | Common Stock | 60,258 | 84.51 | 5.09M | 56,951 | — | ↗ |
| 2024-03-01 | Rajendra Ajita G | Director | M-Exempt | A | Common Stock | 43,137 | 42.39 | 1.83M | 100,088 | — | ↗ |
| 2024-02-29 | Rajendra Ajita G | Director | M-Exempt | A | Common Stock | 24,669 | 42.39 | 1.05M | 81,620 | — | ↗ |
| 2024-02-28 | Rajendra Ajita G | Director | S-Sale | D | Common Stock | 25,331 | 83.03 | 2.10M | 56,951 | — | ↗ |
| 2024-02-15 | Heideman Robert J | Officer | G-Gift | D | Common Stock | 1,585 | 0.00 | — | 9,455 | — | ↗ |
| 2024-02-12 | Wheeler Kevin J. | Officer | A-Award | A | Restricted Stock Units | 33,015 | 0.00 | — | 89,500 | — | ↗ |
| 2024-02-12 | Warren David R | Officer | A-Award | A | Restricted Stock Units | 5,000 | 0.00 | — | 13,635 | — | ↗ |
| 2024-02-12 | Scheppele Stephanie Melissa | Officer | A-Award | A | Restricted Stock Units | 2,470 | 0.00 | — | 6,860 | — | ↗ |
| 2024-02-12 | STERN JAMES F | Officer | A-Award | A | Restricted Stock Units | 6,110 | 0.00 | — | 16,850 | — | ↗ |
| 2024-02-12 | Qiu Jack | Officer | A-Award | A | Restricted Stock Units | 2,930 | 0.00 | — | 7,980 | — | ↗ |
| 2024-02-12 | Petrarca Mark A | Officer | A-Award | A | Restricted Stock Units | 4,600 | 0.00 | — | 12,755 | — | ↗ |
| 2024-02-12 | Otchere Benjamin A | Officer | A-Award | A | Restricted Stock Units | 1,210 | 0.00 | — | 3,330 | — | ↗ |
| 2024-02-12 | O'Brien Stephen D. | Officer | A-Award | A | Restricted Stock Units | 4,075 | 0.00 | — | 13,475 | — | ↗ |
| 2024-02-12 | Lauber Charles T | Officer | A-Award | A | Restricted Stock Units | 8,330 | 0.00 | — | 23,120 | — | ↗ |
| 2024-02-12 | Kulkarni Parag | Officer | A-Award | A | Restricted Stock Units | 955 | 0.00 | — | 4,655 | — | ↗ |
| 2024-02-12 | Karge Douglas Samuel | Officer | A-Award | A | Restricted Stock Units | 1,235 | 0.00 | — | 3,450 | — | ↗ |
| 2024-02-12 | Heideman Robert J | Officer | A-Award | A | Restricted Stock Units | 2,960 | 0.00 | — | 8,345 | — | ↗ |
| 2024-02-12 | Carver Samuel M. | Officer | A-Award | A | Restricted Stock Units | 2,345 | 0.00 | — | 6,285 | — | ↗ |
| 2024-02-08 | Wheeler Kevin J. | Officer | M-Exempt | A | Common Stock | 22,790 | 0.00 | — | 94,253 | — | ↗ |
| 2024-02-08 | Warren David R | Officer | M-Exempt | D | Restricted Stock Units | 3,635 | 0.00 | — | 0 | — | ↗ |
| 2024-02-08 | Scheppele Stephanie Melissa | Officer | M-Exempt | A | Common Stock | 1,630 | 0.00 | — | 3,188 | — | ↗ |
| 2024-02-08 | STERN JAMES F | Officer | M-Exempt | A | Common Stock | 4,125 | 0.00 | — | 124,125 | — | ↗ |
| 2024-02-08 | Qiu Jack | Officer | M-Exempt | D | Restricted Stock Units | 1,630 | 0.00 | — | 0 | — | ↗ |
| 2024-02-08 | Petrarca Mark A | Officer | F-InKind | D | Common Stock | 1,684 | 80.28 | 135.2K | 87,407 | — | ↗ |
| 2024-02-08 | Otchere Benjamin A | Officer | M-Exempt | A | Common Stock | 370 | 0.00 | — | 922 | — | ↗ |
| 2024-02-08 | Lauber Charles T | Officer | M-Exempt | A | Common Stock | 5,970 | 0.00 | — | 39,136 | — | ↗ |
| 2024-02-08 | Kulkarni Parag | Officer | M-Exempt | D | Restricted Stock Units | 545 | 0.00 | — | 0 | — | ↗ |
| 2024-02-08 | Karge Douglas Samuel | Officer | F-InKind | D | Common Stock | 456 | 80.28 | 36.6K | 2,323 | — | ↗ |
| 2024-02-08 | Heideman Robert J | Officer | F-InKind | D | Common Stock | 1,152 | 80.28 | 92.5K | 11,040 | — | ↗ |
| 2024-02-08 | Carver Samuel M. | Officer | F-InKind | D | Common Stock | 485 | 80.28 | 38.9K | 2,399 | — | ↗ |
| 2024-02-07 | WOLF IDELLE K | Director | S-Sale | D | Common Stock | 814 | 80.00 | 65.1K | 46,140 | — | ↗ |
| 2024-02-07 | Kulkarni Parag | Officer | M-Exempt | D | Employee Stock Options (Right to Buy) | 1,720 | 33.24 | 57.2K | 0 | — | ↗ |
| 2023-12-22 | SMITH MARK D | Director | G-Gift | A | Common Stock | 3,860 | 0.00 | — | 118,408 | — | ↗ |
| 2023-11-22 | SMITH MARK D | Director | S-Sale | D | Common Stock | 2,700 | 76.01 | 205.2K | 114,548 | — | ↗ |
| 2023-11-17 | WOLF IDELLE K | Director | S-Sale | D | Common Stock | 1,000 | 76.16 | 76.2K | 47,954 | — | ↗ |
| 2023-11-14 | Petrarca Mark A | Officer | S-Sale | D | Common Stock | 8,000 | 75.70 | 605.6K | 85,671 | — | ↗ |
| 2023-11-14 | Heideman Robert J | Officer | M-Exempt | A | Common Stock | 4,622 | 49.42 | 228.4K | 14,534 | — | ↗ |
| 2023-11-13 | STERN JAMES F | Officer | S-Sale | D | Common Stock | 8,118 | 73.00 | 592.6K | 120,000 | — | ↗ |
| 2023-11-13 | Petrarca Mark A | Officer | S-Sale | D | Common Stock | 11,005 | 73.20 | 805.6K | 93,671 | — | ↗ |
| 2023-11-10 | STERN JAMES F | Officer | S-Sale | D | Common Stock | 8,118 | 72.00 | 584.5K | 128,118 | — | ↗ |
| 2023-11-10 | Rajendra Ajita G | Director | M-Exempt | A | Common Stock | 53,125 | 49.42 | 2.63M | 110,076 | — | ↗ |
| 2023-11-06 | Rajendra Ajita G | Director | M-Exempt | A | Common Stock | 3,978 | 49.42 | 196.6K | 60,929 | — | ↗ |
| 2023-11-03 | Rajendra Ajita G | Director | S-Sale | D | Common Stock | 56,686 | 72.24 | 4.10M | 56,951 | — | ↗ |
| 2023-11-02 | Rajendra Ajita G | Director | S-Sale | D | Common Stock | 1,651 | 72.01 | 118.9K | 56,951 | — | ↗ |
| 2023-10-08 | Qiu Jack | Officer | M-Exempt | D | Restricted Stock Units | 1,800 | 66.76 | 120.2K | 0 | — | ↗ |
| 2023-08-25 | Wheeler Kevin J. | Officer | M-Exempt | A | Common Stock | 19,900 | 23.24 | 462.4K | 84,380 | — | ↗ |
| 2023-08-24 | Rajendra Ajita G | Director | G-Gift | D | Common Stock | 12,000 | 0.00 | — | 231,405 | — | ↗ |
| 2023-08-08 | STERN JAMES F | Officer | G-Gift | D | Common Stock | 6,220 | 0.00 | — | 136,236 | — | ↗ |
| 2023-08-04 | WOLF IDELLE K | Director | S-Sale | D | Common Stock | 1,142 | 72.77 | 83.1K | 50,222 | — | ↗ |
| 2023-07-13 | Scheppele Stephanie Melissa | Officer | M-Exempt | A | Common Stock | 2,570 | 0.00 | — | 2,570 | — | ↗ |
| 2023-05-11 | Heideman Robert J | Officer | G-Gift | D | Common Stock | 1,500 | 0.00 | — | 9,912 | — | ↗ |
| 2023-05-09 | Otchere Benjamin A | Officer | M-Exempt | D | Employee Stock Options (Right to Buy) | 1,525 | 49.42 | 75.4K | 7,960 | — | ↗ |
| 2023-05-01 | SMITH MARK D | Director | S-Sale | D | Common Stock | 1,464 | 69.75 | 102.1K | 117,248 | — | ↗ |
| 2023-04-11 | WOLF IDELLE K | Director | A-Award | A | Common Stock | 2,126 | 65.86 | 140.0K | 51,364 | — | ↗ |
| 2023-04-11 | SMITH MARK D | Director | A-Award | A | Common Stock | 2,126 | 65.86 | 140.0K | 118,712 | — | ↗ |
| 2023-04-11 | Rajendra Ajita G | Director | A-Award | A | Common Stock | 2,126 | 65.86 | 140.0K | 56,951 | — | ↗ |
| 2023-04-11 | MAPES CHRISTOPHER L | Director | — | I | Common Stock | 0 | 0.00 | — | 10,000 | — | ↗ |
| 2023-04-11 | Larsen Michael M | Director | A-Award | A | Restricted Stock Units | 2,126 | 0.00 | — | 6,439 | — | ↗ |
| 2023-04-11 | Kadri Ilham | Director | A-Award | A | Common Stock | 2,126 | 65.86 | 140.0K | 17,223 | — | ↗ |
| 2023-04-11 | HOLT VICTORIA M | Director | A-Award | A | Restricted Stock Units | 2,126 | 0.00 | — | 6,439 | — | ↗ |
| 2023-04-11 | Exum Earl E. | Director | A-Award | A | Common Stock | 2,126 | 65.86 | 140.0K | 4,286 | — | ↗ |
| 2023-04-11 | BROWN RONALD D | Director | A-Award | A | Restricted Stock Units | 2,126 | 0.00 | — | 68,575 | — | ↗ |
| 2023-03-06 | Larsen Michael M | Director | P-Purchase | A | Common Stock | 4,000 | 66.89 | 267.5K | 11,425 | — | ↗ |
| 2023-02-15 | Heideman Robert J | Officer | M-Exempt | D | Employee Stock Options (Right to Buy) | 12,283 | 42.39 | 520.7K | 32,887 | — | ↗ |
| 2023-02-13 | Wheeler Kevin J. | Officer | A-Award | A | Restricted Stock Units | 36,045 | 0.00 | — | 79,275 | — | ↗ |
| 2023-02-13 | Warren David R | Officer | A-Award | A | Restricted Stock Units | 5,510 | 0.00 | — | 12,270 | — | ↗ |
| 2023-02-13 | Scheppele Stephanie Melissa | Officer | A-Award | A | Restricted Stock Units | 2,855 | 0.00 | — | 8,590 | — | ↗ |
| 2023-02-13 | STERN JAMES F | Officer | A-Award | A | Restricted Stock Units | 6,850 | 0.00 | — | 14,865 | — | ↗ |
| 2023-02-13 | Qiu Jack | Officer | A-Award | A | Restricted Stock Units | 3,275 | 0.00 | — | 8,480 | — | ↗ |
| 2023-02-13 | Petrarca Mark A | Officer | A-Award | A | Restricted Stock Units | 5,215 | 0.00 | — | 11,575 | — | ↗ |
| 2023-02-13 | Otchere Benjamin A | Officer | A-Award | A | Restricted Stock Units | 1,460 | 0.00 | — | 2,490 | — | ↗ |
| 2023-02-13 | O'Brien Stephen D. | Officer | A-Award | A | Restricted Stock Units | 2,905 | 0.00 | — | 9,400 | — | ↗ |
| 2023-02-13 | Lauber Charles T | Officer | A-Award | A | Restricted Stock Units | 9,460 | 0.00 | — | 20,760 | — | ↗ |
| 2023-02-13 | Kulkarni Parag | Officer | A-Award | A | Restricted Stock Units | 1,115 | 0.00 | — | 4,245 | — | ↗ |
| 2023-02-13 | Kempken Daniel L | Officer | A-Award | A | Restricted Stock Units | 1,245 | 0.00 | — | 2,825 | — | ↗ |
| 2023-02-13 | Karge Douglas Samuel | Officer | A-Award | A | Restricted Stock Units | 1,415 | 0.00 | — | 3,085 | — | ↗ |
| 2023-02-13 | Heideman Robert J | Officer | A-Award | A | Restricted Stock Units | 3,425 | 0.00 | — | 7,665 | — | ↗ |
| 2023-02-13 | Carver Samuel M. | Officer | A-Award | A | Restricted Stock Units | 2,605 | 0.00 | — | 5,025 | — | ↗ |
| 2023-02-10 | Wheeler Kevin J. | Officer | F-InKind | D | Common Stock | 14,684 | 65.80 | 966.2K | 64,480 | — | ↗ |
| 2023-02-10 | Warren David R | Officer | M-Exempt | D | Restricted Stock Units | 4,670 | 0.00 | — | 6,760 | — | ↗ |
| 2023-02-10 | STERN JAMES F | Officer | M-Exempt | A | Common Stock | 5,915 | 0.00 | — | 145,317 | — | ↗ |
| 2023-02-10 | Rajendra Ajita G | Director | F-InKind | D | Common Stock | 13,861 | 65.80 | 912.1K | 54,825 | — | ↗ |
| 2023-02-10 | Qiu Jack | Officer | M-Exempt | D | Restricted Stock Units | 1,060 | 0.00 | — | 5,205 | — | ↗ |
| 2023-02-10 | Petrarca Mark A | Officer | F-InKind | D | Common Stock | 1,915 | 65.80 | 126.0K | 93,671 | — | ↗ |
| 2023-02-10 | Otchere Benjamin A | Officer | M-Exempt | A | Common Stock | 530 | 0.00 | — | 744 | — | ↗ |
| 2023-02-10 | Lauber Charles T | Officer | M-Exempt | D | Restricted Stock Units | 7,085 | 0.00 | — | 11,300 | — | ↗ |
| 2023-02-10 | Kulkarni Parag | Officer | M-Exempt | D | Restricted Stock Units | 780 | 0.00 | — | 3,130 | — | ↗ |
| 2023-02-10 | Kempken Daniel L | Officer | F-InKind | D | Common Stock | 657 | 65.80 | 43.2K | 9,087 | — | ↗ |
| 2023-02-10 | Karge Douglas Samuel | Officer | M-Exempt | A | Common Stock | 975 | 0.00 | — | 2,396 | — | ↗ |
| 2023-02-10 | Heideman Robert J | Officer | M-Exempt | A | Common Stock | 3,540 | 0.00 | — | 13,167 | — | ↗ |
| 2023-02-10 | Carver Samuel M. | Officer | M-Exempt | D | Restricted Stock Units | 1,155 | 0.00 | — | 2,420 | — | ↗ |
| 2023-02-06 | Kempken Daniel L | Officer | M-Exempt | A | Common Stock | 2,500 | 17.46 | 43.7K | 10,843 | — | ↗ |
| 2023-02-03 | Carver Samuel M. | Officer | S-Sale | D | Common Stock | 4,000 | 69.65 | 278.6K | 1,154 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Kevin J. Wheeler Executive Chairman | 1.08M | — | 3.68M | — | 3.40M | 338.3K | 8.50M | 43.34% | ↗ |
| 2 | 2025 | Stephen M. Shafer President and Chief Executive Officer | 965.8K | — | 2.68M | — | 1.07M | 248.7K | 4.96M | 53.99% | ↗ |
| 3 | 2025 | James F. Stern Executive Vice President, Corporate Development, Strategy, and Secretary | 668.6K | — | 698.6K | — | 855.0K | 642.7K | 2.86M | 24.39% | ↗ |
| 4 | 2025 | Charles T. Lauber Executive Vice President and Chief Financial Officer | 673.8K | — | 942.6K | — | 1.07M | 137.9K | 2.83M | 33.34% | ↗ |
| 5 | 2025 | Ming Cheng Senior Vice President and Chief Technology Officer | 230.3K | 100.0K | 1.76M | — | 136.0K | 255.8K | 2.48M | 70.94% | ↗ |
| 6 | 2025 | Christopher T. Howe Senior Vice President and Chief Digital Information Officer | 109.8K | — | 1.59M | — | 65.0K | 11.5K | 1.77M | 89.50% | ↗ |
| 7 | 2024 | Kevin J. Wheeler Chairman and Chief Executive Officer | 1.12M | — | 3.48M | — | 2.78M | 289.8K | 7.67M | 45.36% | ↗ |
| 8 | 2024 | Kevin J. Wheeler Executive Chairman | 1.12M | — | 3.48M | — | 2.78M | 289.8K | 7.67M | 45.36% | ↗ |
| 9 | 2024 | Stephen M. Shafer President and Chief Operating Officer | 712.5K | — | 3.95M | — | 491.0K | 432.5K | 5.59M | 70.71% | ↗ |
| 10 | 2024 | Stephen M. Shafer President and Chief Executive Officer | 712.5K | — | 3.95M | — | 491.0K | 432.5K | 5.59M | 70.71% | ↗ |
| 11 | 2024 | Charles T. Lauber Executive Vice President and Chief Financial Officer | 651.0K | — | 893.7K | — | 833.0K | 133.0K | 2.51M | 35.60% | ↗ |
| 12 | 2024 | James F. Stern Executive Vice President, General Counsel and Secretary | 646.0K | — | 663.1K | — | 658.0K | 276.2K | 2.24M | 29.56% | ↗ |
| 13 | 2024 | James F. Stern Executive Vice President, Corporate Development, Strategy, and Secretary | 646.0K | — | 663.1K | — | 658.0K | 276.2K | 2.24M | 29.56% | ↗ |
| 14 | 2024 | Mark A. Petrarca Sr. Vice President – Human Resources and Public Affairs | 374.7K | — | 500.3K | — | 402.0K | 731.9K | 2.01M | 24.91% | ↗ |
| 15 | 2024 | Stephen D. O’Brien Senior Vice President, President and General Manager – North America Water Heating | 470.0K | — | 429.0K | — | 305.0K | 55.1K | 1.26M | 34.07% | ↗ |
| 16 | 2023 | Kevin J. Wheeler Chairman, President and Chief Executive Officer | 1.08M | — | 3.15M | — | 4.30M | 237.0K | 8.76M | 35.93% | ↗ |
| 17 | 2023 | Kevin J. Wheeler Executive Chairman | 1.08M | — | 3.15M | — | 3.89M | 237.0K | 8.35M | 37.68% | ↗ |
| 18 | 2023 | Kevin J. Wheeler Chairman and Chief Executive Officer | 1.08M | — | 3.15M | — | 3.89M | 237.0K | 8.35M | 37.68% | ↗ |
| 19 | 2023 | James F. Stern Executive Vice President, General Counsel and Secretary | 621.0K | — | 597.9K | — | 979.0K | 713.2K | 2.91M | 20.54% | ↗ |
| 20 | 2023 | James F. Stern Executive Vice President, Corporate Development, Strategy, and Secretary | 621.0K | — | 597.9K | — | 979.0K | 713.2K | 2.91M | 20.54% | ↗ |
| 21 | 2023 | Charles T. Lauber Executive Vice President and Chief Financial Officer | 626.0K | — | 825.5K | — | 1.26M | 115.8K | 2.83M | 29.17% | ↗ |
| 22 | 2023 | Mark A. Petrarca Sr. Vice President – Human Resources and Public Affairs | 537.0K | — | 455.2K | — | 777.0K | 730.1K | 2.50M | 18.21% | ↗ |
| 23 | 2023 | David R. Warren Senior Vice President, President and General Manager – North America Water Heating | 500.0K | — | 481.1K | — | 934.0K | 76.3K | 1.99M | 24.16% | ↗ |
| 24 | 2022 | Kevin J. Wheeler Chairman and Chief Executive Officer | 1.04M | 146.0K | 1.52M | 1.52M | 2.12M | 301.1K | 6.64M | 45.72% | ↗ |
| 25 | 2022 | Kevin J. Wheeler Chairman, President and Chief Executive Officer | 1.04M | 146.0K | 1.52M | 1.52M | 2.12M | 301.1K | 6.64M | 45.72% | ↗ |
| 26 | 2022 | Charles T. Lauber Executive Vice President and Chief Financial Officer | 602.0K | 49.0K | 395.8K | 396.0K | 574.0K | 119.8K | 2.14M | 37.06% | ↗ |
| 27 | 2022 | James F. Stern Executive Vice President, General Counsel and Secretary | 597.0K | 47.0K | 288.9K | 288.8K | 491.0K | 94.5K | 1.81M | 31.97% | ↗ |
| 28 | 2022 | David R. Warren Senior Vice President, President and General Manager – North America Water Heating | 479.5K | 47.0K | 232.1K | 232.1K | 381.0K | 77.1K | 1.45M | 32.04% | ↗ |
| 29 | 2022 | Mark A. Petrarca Sr. Vice President – Human Resources and Public Affairs | 516.0K | 37.0K | 218.3K | 218.3K | 348.0K | 81.3K | 1.42M | 30.77% | ↗ |
| 30 | 2021 | Kevin J. Wheeler Chairman, President and Chief Executive Officer | 1.00M | — | 1.39M | 1.39M | 2.92M | 208.9K | 6.90M | 40.19% | ↗ |
| 31 | 2021 | James F. Stern Executive Vice President, General Counsel and Secretary | 577.0K | — | 250.9K | 250.8K | 901.0K | 507.0K | 2.49M | 20.17% | ↗ |
| 32 | 2021 | Charles T. Lauber Executive Vice President and Chief Financial Officer | 556.0K | — | 363.1K | 363.0K | 778.0K | 99.8K | 2.16M | 33.62% | ↗ |
| 33 | 2021 | Mark A. Petrarca Sr. Vice President – Human Resources and Public Affairs | 498.5K | — | 208.0K | 207.9K | 666.0K | 484.4K | 2.06M | 20.14% | ↗ |
| 34 | 2021 | David R. Warren Senior Vice President, President and General Manager – North America Water Heating | 421.9K | — | 198.0K | 198.0K | 689.0K | 73.2K | 1.58M | 25.06% | ↗ |
| 35 | 2020 | Ajita G. Rajendra Executive Chairman | 300.0K | — | 1.25M | 1.25M | 1.38M | 1.24M | 5.42M | 46.16% | ↗ |
| 36 | 2020 | Kevin J. Wheeler Chairman, President and Chief Executive Officer | 869.0K | — | 1.32M | 1.32M | 1.35M | 318.8K | 5.17M | 51.02% | ↗ |
| 37 | 2020 | James F. Stern Executive Vice President, General Counsel and Secretary | 525.0K | — | 250.7K | 250.8K | 574.0K | 629.5K | 2.23M | 22.49% | ↗ |
| 38 | 2020 | Mark A. Petrarca Sr. Vice President – Human Resources and Public Affairs | 453.8K | — | 164.9K | 165.0K | 412.0K | 692.5K | 1.89M | 17.47% | ↗ |
| 39 | 2020 | Mark A. Petrarca Sr. Vice President - Human Resources and Public Affairs | 453.8K | — | 164.9K | 165.0K | 412.0K | 692.5K | 1.89M | 17.47% | ↗ |
| 40 | 2020 | Charles T. Lauber Executive Vice President and Chief Financial Officer | 506.3K | — | 300.3K | 300.3K | 435.0K | 201.1K | 1.74M | 34.46% | ↗ |
| 41 | 2020 | David R. Warren Senior Vice President; President and General Manager – North America Water Heating | 421.9K | — | 198.0K | 198.0K | 469.0K | 230.2K | 1.52M | 26.10% | ↗ |
| 42 | 2020 | David R. Warren Senior Vice President, President and General Manager – North America Water Heating | 421.9K | — | 198.0K | 198.0K | 469.0K | 230.2K | 1.52M | 26.10% | ↗ |
| 43 | 2019 | Ajita G. Rajendra Executive Chairman | 900.0K | — | 1.25M | 1.25M | 2.02M | 734.5K | 6.15M | 40.65% | ↗ |
| 44 | 2019 | Kevin J. Wheeler President and Chief Executive Officer | 930.0K | — | 857.9K | 858.0K | 845.0K | 317.5K | 3.81M | 45.06% | ↗ |
| 45 | 2019 | Kevin J. Wheeler Chairman, President and Chief Executive Officer | 930.0K | — | 857.9K | 858.0K | 845.0K | 317.5K | 3.81M | 45.06% | ↗ |
| 46 | 2019 | James F. Stern Executive Vice President, General Counsel and Secretary | 543.0K | — | 242.7K | 242.5K | 466.0K | 634.3K | 2.13M | 22.80% | ↗ |
| 47 | 2019 | John J. Kita Executive Vice President and Chief Financial Officer (Retired) | 194.3K | — | 313.6K | 313.5K | 379.0K | 869.6K | 2.07M | 30.29% | ↗ |
| 48 | 2019 | Mark A. Petrarca Sr. Vice President Human Resources and Public Affairs | 470.0K | — | 160.1K | 160.0K | 348.0K | 729.9K | 1.87M | 17.14% | ↗ |
| 49 | 2019 | Mark A. Petrarca Sr. Vice President – Human Resources and Public Affairs | 470.0K | — | 160.1K | 160.0K | 348.0K | 729.9K | 1.87M | 17.14% | ↗ |
| 50 | 2019 | Mark A. Petrarca Sr. Vice President - Human Resources and Public Affairs | 470.0K | — | 160.1K | 160.0K | 348.0K | 729.9K | 1.87M | 17.14% | ↗ |
| 51 | 2019 | Charles T. Lauber Executive Vice President and Chief Financial Officer | 458.3K | — | 232.0K | 232.0K | 291.0K | 208.1K | 1.42M | 32.65% | ↗ |
| 52 | 2018 | Ajita G. Rajendra Executive Chairman | 1.01M | — | 1.15M | 1.15M | 3.28M | 296.5K | 6.90M | 33.49% | ↗ |
| 53 | 2018 | Kevin J. Wheeler Chairman, President and Chief Executive Officer | 700.0K | — | 588.1K | 588.0K | 1.12M | 253.8K | 3.25M | 36.16% | ↗ |
| 54 | 2018 | Kevin J. Wheeler President and Chief Executive Officer | 700.0K | — | 588.1K | 588.0K | 1.12M | 253.8K | 3.25M | 36.16% | ↗ |
| 55 | 2018 | John J. Kita 7, Executive Vice President and Chief Financial Officer | 566.0K | 100.0K | 297.1K | 297.0K | 990.0K | 645.7K | 2.90M | 20.51% | ↗ |
| 56 | 2018 | John J. Kita Executive Vice President and Chief Financial Officer (Retired) | 566.0K | 100.0K | 297.1K | 297.0K | 990.0K | 645.7K | 2.90M | 20.51% | ↗ |
| 57 | 2018 | Wei Ding Senior Vice President; President – A. O. Smith China | 451.0K | — | 158.4K | 158.4K | 521.0K | 614.4K | 1.90M | 16.65% | ↗ |
| 58 | 2018 | James F. Stern Executive Vice President, General Counsel and Secretary | 527.0K | — | 231.0K | 231.0K | 753.0K | 157.4K | 1.90M | 24.32% | ↗ |
| 59 | 2018 | Mark A. Petrarca Sr. Vice President - Human Resources and Public Affairs | 456.0K | — | 151.9K | 151.8K | 576.0K | 72.5K | 1.41M | 21.57% | ↗ |
| 60 | 2018 | Mark A. Petrarca Sr. Vice President Human Resources and Public Affairs | 456.0K | — | 151.9K | 151.8K | 576.0K | 72.5K | 1.41M | 21.57% | ↗ |
| 61 | 2017 | Ajita G. Rajendra Executive Chairman | 1.03M | — | 1.04M | 1.04M | 3.08M | 1.38M | 7.57M | 27.46% | ↗ |
| 62 | 2017 | Ajita G. Rajendra Chairman and Chief Executive Officer | 1.03M | — | 1.04M | 1.04M | 3.08M | 1.38M | 7.57M | 27.46% | ↗ |
| 63 | 2017 | John J. Kita Executive Vice President and Chief Financial Officer (Retired) | 549.0K | — | 277.1K | 277.2K | 969.0K | 902.0K | 2.97M | 18.64% | ↗ |
| 64 | 2017 | John J. Kita 7, Executive Vice President and Chief Financial Officer | 549.0K | — | 277.1K | 277.2K | 969.0K | 902.0K | 2.97M | 18.64% | ↗ |
| 65 | 2017 | John J. Kita Executive Vice President and Chief Financial Officer | 549.0K | — | 277.1K | 277.2K | 969.0K | 902.0K | 2.97M | 18.64% | ↗ |
| 66 | 2017 | James F. Stern Executive Vice President, General Counsel and Secretary | 511.0K | — | 197.9K | 198.0K | 755.0K | 403.8K | 2.07M | 19.16% | ↗ |
| 67 | 2017 | Wei Ding Senior Vice President; President – A. O. Smith China | 418.0K | 50.0K | 145.2K | 145.2K | 591.0K | 599.9K | 1.95M | 14.90% | ↗ |
| 68 | 2017 | Kevin J. Wheeler President and Chief Executive Officer | 522.0K | — | 191.4K | 191.4K | 739.0K | 181.9K | 1.83M | 20.97% | ↗ |
| 69 | 2017 | Kevin J. Wheeler President and Chief Operating Officer | 522.0K | — | 191.4K | 191.4K | 739.0K | 181.9K | 1.83M | 20.97% | ↗ |
| 70 | 2017 | Mark A. Petrarca Sr. Vice President Human Resources and Public Affairs | 442.0K | — | 143.5K | 143.5K | 561.0K | 420.8K | 1.71M | 16.78% | ↗ |
| 71 | 2016 | Ajita G. Rajendra Chariman, President and Chief Executive Officer | 1.00M | — | 976.7K | 976.8K | 2.79M | 1.57M | 7.30M | 26.74% | ↗ |
| 72 | 2016 | Ajita G. Rajendra Executive Chairman | 1.00M | — | 976.7K | 976.8K | 2.79M | 1.57M | 7.30M | 26.74% | ↗ |
| 73 | 2016 | Ajita G. Rajendra Chairman and Chief Executive Officer | 1.00M | — | 976.7K | 976.8K | 2.79M | 1.57M | 7.30M | 26.74% | ↗ |
| 74 | 2016 | John J. Kita Executive Vice President and Chief Financial Officer | 533.0K | — | 260.6K | 260.7K | 857.0K | 1.17M | 3.08M | 16.91% | ↗ |
| 75 | 2016 | John J. Kita 7, Executive Vice President and Chief Financial Officer | 533.0K | — | 260.6K | 260.7K | 857.0K | 1.17M | 3.08M | 16.91% | ↗ |
| 76 | 2016 | James F. Stern Executive Vice President, General Counsel and Secretary | 496.0K | — | 181.5K | 181.5K | 685.0K | 402.6K | 1.95M | 18.65% | ↗ |
| 77 | 2016 | Mark A. Petrarca Sr. Vice President Human Resources and Public Affairs | 429.0K | — | 136.8K | 137.0K | 529.0K | 446.0K | 1.68M | 16.32% | ↗ |
| 78 | 2016 | Mark A. Petrarca Senior Vice President, Human Resources and Public Affairs | 429.0K | — | 136.8K | 137.0K | 529.0K | 446.0K | 1.68M | 16.32% | ↗ |
| 79 | 2016 | Kevin J. Wheeler President and Chief Executive Officer | 429.0K | — | 174.8K | 174.9K | 642.0K | 159.3K | 1.58M | 22.13% | ↗ |
| 80 | 2016 | Kevin J. Wheeler Senior Vice President, President, North America, India, Europeand Export | 429.0K | — | 174.8K | 174.9K | 642.0K | 159.3K | 1.58M | 22.13% | ↗ |
| 81 | 2016 | Kevin J. Wheeler President and Chief Operating Officer | 429.0K | — | 174.8K | 174.9K | 642.0K | 159.3K | 1.58M | 22.13% | ↗ |
| 82 | 2015 | Ajita G. Rajendra Chairman, President and Chief Executive Officer | 980.0K | — | 907.6K | 907.5K | 2.90M | 1.31M | 7.01M | 25.89% | ↗ |
| 83 | 2015 | Ajita G. Rajendra Chairman and Chief Executive Officer | 980.0K | — | 907.6K | 907.5K | 2.90M | 1.31M | 7.01M | 25.89% | ↗ |
| 84 | 2015 | Ajita G. Rajendra Chariman, President and Chief Executive Officer | 980.0K | — | 907.6K | 907.5K | 2.90M | 1.31M | 7.01M | 25.89% | ↗ |
| 85 | 2015 | John J. Kita Executive Vice President and Chief Financial Officer | 522.0K | — | 250.1K | 250.0K | 986.0K | 1.05M | 3.06M | 16.33% | ↗ |
| 86 | 2015 | James F. Stern Executive Vice President, General Counsel and Secretary | 486.0K | — | 182.4K | 182.5K | 786.0K | 309.9K | 1.95M | 18.74% | ↗ |
| 87 | 2015 | Mark A. Petrarca Senior Vice President, Human Resources and Public Affairs | 420.0K | — | 137.5K | 137.5K | 607.9K | 303.7K | 1.61M | 17.12% | ↗ |
| 88 | 2015 | Kevin J. Wheeler Senior Vice President, President, North America, India, Europe and Export | 420.0K | — | 164.9K | 165.0K | 699.5K | 82.6K | 1.53M | 21.53% | ↗ |
| 89 | 2015 | Kevin J. Wheeler Senior Vice President, President, North America, India, Europeand Export | 420.0K | — | 164.9K | 165.0K | 699.5K | 82.6K | 1.53M | 21.53% | ↗ |
| 90 | 2015 | Kevin J. Wheeler President and Chief Operating Officer | 420.0K | — | 164.9K | 165.0K | 699.5K | 82.6K | 1.53M | 21.53% | ↗ |
| 91 | 2014 | Ajita G. Rajendra Chairman, President and Chief Executive Officer | 932.0K | — | 857.4K | 857.7K | 1.98M | 2.03M | 6.66M | 25.74% | ↗ |
| 92 | 2014 | Ajita G. Rajendra Chariman, President and Chief Executive Officer | 932.0K | — | 857.4K | 857.7K | 1.98M | 2.03M | 6.66M | 25.74% | ↗ |
| 93 | 2014 | John J. Kita Executive Vice President and Chief Financial Officer | 497.0K | — | 239.3K | 239.0K | 838.0K | 1.64M | 3.45M | 13.86% | ↗ |
| 94 | 2014 | James F. Stern Executive Vice President, General Counsel and Secretary | 462.9K | — | 165.0K | 164.6K | 693.0K | 502.7K | 1.99M | 16.58% | ↗ |
| 95 | 2014 | Mark A. Petrarca Senior Vice President, Human Resources and Public Affairs | 399.5K | — | 137.1K | 137.3K | 519.0K | 610.0K | 1.80M | 15.22% | ↗ |
| 96 | 2014 | Kevin J. Wheeler Senior Vice President, President, North America, India, Europe and Export | 360.0K | 8.0K | 165.0K | 164.6K | 325.0K | 201.5K | 1.22M | 26.92% | ↗ |
| 97 | 2014 | Kevin J. Wheeler Senior Vice President, President, North America, India, Europeand Export | 360.0K | 8.0K | 165.0K | 164.6K | 325.0K | 201.5K | 1.22M | 26.92% | ↗ |
| 98 | 2013 | Paul W. Jones Executive Chairman | 850.0K | — | 998.8K | 1.00M | 2.88M | 163.4K | 6.81M | 29.38% | ↗ |
| 99 | 2013 | Ajita G. Rajendra Chairman, President and Chief Executive Officer | 850.0K | — | 726.4K | 727.1K | 1.69M | 1.34M | 5.33M | 27.27% | ↗ |
| 100 | 2013 | Ajita G. Rajendra President and Chief Executive Officer | 850.0K | — | 726.4K | 727.1K | 1.69M | 256.8K | 5.33M | 27.27% | ↗ |
| 101 | 2013 | John J. Kita Executive Vice President and Chief Financial Officer | 482.5K | — | 230.5K | 231.6K | 619.0K | 828.4K | 2.39M | 19.32% | ↗ |
| 102 | 2013 | James F. Stern Executive Vice President, General Counsel and Secretary | 449.4K | — | 153.7K | 156.9K | 695.5K | 210.7K | 1.67M | 18.64% | ↗ |
| 103 | 2013 | Mark A. Petrarca Senior Vice President, Human Resources and Public Affairs | 387.8K | — | 125.7K | 129.5K | 531.0K | 195.4K | 1.37M | 18.63% | ↗ |
| 104 | 2012 | Paul W. Jones Executive Chairman | 1.03M | — | 988.4K | 989.6K | 2.54M | 181.6K | 6.89M | 28.71% | ↗ |
| 105 | 2012 | Paul W. Jones Chairman and Chief Executive Officer | 1.03M | — | 988.4K | 989.6K | 2.54M | 181.6K | 6.89M | 28.71% | ↗ |
| 106 | 2012 | Ajita G. Rajendra President and Chief Executive Officer | 576.8K | — | 395.3K | 396.5K | 775.5K | 86.8K | 2.90M | 27.31% | ↗ |
| 107 | 2012 | Ajita G. Rajendra President and Chief Operating Officer | 576.8K | — | 395.3K | 396.5K | 775.5K | 86.8K | 2.90M | 27.31% | ↗ |
| 108 | 2012 | John J. Kita Executive Vice President and Chief Financial Officer | 467.5K | — | 216.1K | 214.8K | 487.0K | 65.7K | 2.33M | 18.47% | ↗ |
| 109 | 2012 | James F. Stern Executive Vice President, General Counsel and Secretary | 436.3K | — | 147.1K | 148.7K | 574.5K | 68.5K | 1.59M | 18.62% | ↗ |
| 110 | 2012 | Mark A. Petrarca Senior Vice President, Human Resources and Public Affairs | 376.5K | — | 114.9K | 115.6K | 442.0K | 56.8K | 1.45M | 15.85% | ↗ |
| 111 | 2011 | Paul W. Jones Executive Chairman | 1.00M | 1.00M | 991.6K | 990.1K | 2.52M | 167.0K | 7.50M | 26.41% | ↗ |
| 112 | 2011 | Paul W. Jones Chairman and Chief Executive Officer | 1.00M | 1.00M | 991.6K | 990.1K | 2.52M | 167.0K | 7.50M | 26.41% | ↗ |
| 113 | 2011 | Ajita G. Rajendra President and Chief Executive Officer | 500.4K | 100.0K | 215.6K | 216.2K | 637.0K | 92.5K | 2.18M | 19.77% | ↗ |
| 114 | 2011 | Ajita G. Rajendra President and Chief Operating Officer | 500.4K | 100.0K | 215.6K | 216.2K | 637.0K | 92.5K | 2.18M | 19.77% | ↗ |
| 115 | 2011 | James F. Stern Executive Vice President, General Counsel and Secretary | 424.0K | 300.0K | 379.4K | 140.3K | 524.5K | 90.7K | 1.98M | 26.19% | ↗ |
| 116 | 2011 | John J. Kita Executive Vice President and Chief Financial Officer | 387.5K | 200.0K | 69.0K | 267.8K | 396.5K | 66.0K | 1.86M | 18.10% | ↗ |
| 117 | 2011 | Mark A. Petrarca Senior Vice President, Human Resources and Public Affairs | 365.9K | 100.0K | 116.4K | 113.9K | 415.5K | 68.7K | 1.38M | 16.67% | ↗ |
| 118 | 2010 | Paul W. Jones Chairman and Chief Executive Officer | 1.00M | — | 829.5K | 831.5K | 2.78M | 163.3K | 6.57M | 25.28% | ↗ |
| 119 | 2010 | Terry M. Murphy Executive Vice President and Chief Financial Officer | 470.9K | — | 163.4K | 162.0K | 871.5K | 75.0K | 2.02M | 16.12% | ↗ |
| 120 | 2010 | Ajita G. Rajendra Executive Vice President President of A. O. Smith Water Products Company, a division of the Company | 454.7K | — | 163.4K | 162.0K | 735.0K | 71.4K | 1.96M | 16.56% | ↗ |
| 121 | 2010 | Ajita G. Rajendra President and Chief Operating Officer | 454.7K | — | 163.4K | 162.0K | 735.0K | 71.4K | 1.96M | 16.56% | ↗ |
| 122 | 2010 | Christopher L. Mapes Executive Vice President President of A. O. Smith Electrical Products Company, a division of the Company Mark A. Petrarca Senior Vice President, Human Resources and Public Affairs | 446.3K | — | 150.8K | 151.3K | 734.0K | 70.8K | 1.73M | 17.49% | ↗ |
| 123 | 2010 | James F. Stern Executive Vice President, General Counsel and Secretary | 409.8K | — | 142.4K | 142.2K | 673.0K | 69.5K | 1.55M | 18.37% | ↗ |
| 124 | 2010 | Mark A. Petrarca Senior Vice President, Human Resources and Public Affairs | 355.1K | — | 117.3K | 116.2K | 491.5K | 58.5K | 1.33M | 17.54% | ↗ |
| 125 | 2009 | Paul W. Jones Chairman and Chief Executive Officer | 950.0K | — | 923.6K | 923.9K | 2.36M | 179.6K | 6.27M | 29.45% | ↗ |
| 126 | 2009 | Ajita G. Rajendra Executive Vice President President of A. O. Smith Water Products Company, a division of the Company | 433.0K | — | 173.9K | 174.8K | 684.5K | 72.4K | 2.18M | 16.02% | ↗ |
| 127 | 2009 | Terry M. Murphy Executive Vice President and Chief Financial Officer | 455.0K | — | 151.1K | 221.4K | 739.5K | 88.6K | 1.99M | 18.73% | ↗ |
| 128 | 2009 | Christopher L. Mapes Executive Vice President President of A. O. Smith Electrical Products Company, a division of the Company Mark A. Petrarca Senior Vice President, Human Resources and Public Affairs | 425.0K | — | 173.9K | 174.8K | 516.5K | 77.9K | 1.50M | 23.31% | ↗ |
| 129 | 2009 | Christopher L. Mapes Executive Vice President President of A. O. Smith Electrical Products Company, a division of the Company Mark A. Petrarca Senior Vice President, Human Resources and Public Affairs | 335.0K | — | 119.7K | 120.6K | 419.0K | 63.8K | 1.24M | 19.31% | ↗ |
| 130 | 2009 | James F. Stern Executive Vice President, General Counsel and Secretary | 383.0K | — | 151.1K | 151.8K | 269.0K | 76.8K | 1.12M | 27.05% | ↗ |
| 131 | 2008 | Paul W. Jones Chairman and Chief Executive Officer | 931.0K | — | 755.6K | 1.19M | 1.62M | 173.9K | 5.01M | 38.81% | ↗ |
| 132 | 2008 | James F. Stern Executive Vice President, General Counsel and Secretary Ronald E. Massa Retired Executive Vice President | 61.7K | — | 167.5K | 132.4K | 228.0K | 252.0K | 1.59M | 18.88% | ↗ |
| 133 | 2008 | Terry M. Murphy Executive Vice President and Chief Financial Officer | 446.0K | — | 231.7K | 212.6K | 459.0K | 92.3K | 1.58M | 28.17% | ↗ |
| 134 | 2008 | Ajita G. Rajendra Executive Vice President President of A. O. Smith Water Products Company, a division of the Company | 418.0K | — | 167.5K | 151.6K | 428.0K | 62.0K | 1.37M | 23.30% | ↗ |
| 135 | 2008 | Christopher L. Mapes Executive Vice President President of A. O. Smith Electrical Products Company, a division of the Company | 410.0K | — | 167.5K | 151.6K | 443.0K | 68.2K | 1.32M | 24.18% | ↗ |
| 136 | 2008 | James F. Stern Executive Vice President, General Counsel and Secretary | 368.0K | — | 167.5K | 151.6K | 195.0K | 84.3K | 1.01M | 31.70% | ↗ |
| 137 | 2007 | Paul W. Jones Chairman and Chief Executive Officer | 870.0K | — | 693.0K | 431.4K | 1.39M | 148.5K | 3.83M | 29.33% | ↗ |
| 138 | 2007 | James F. Stern Executive Vice President, General Counsel and Secretary Ronald E. Massa Retired Executive Vice President | 357.5K | — | 316.4K | 225.7K | 430.5K | 119.1K | 1.73M | 31.26% | ↗ |
| 139 | 2007 | Terry M. Murphy Executive Vice President and Chief Financial Officer | 420.0K | — | 328.0K | 146.9K | 319.0K | 159.3K | 1.50M | 31.73% | ↗ |
| 140 | 2007 | Ajita G. Rajendra Executive Vice President President of A. O. Smith Water Products Company, a division of the Company | 394.0K | — | 272.4K | 85.3K | 459.5K | 69.2K | 1.37M | 26.15% | ↗ |
| 141 | 2007 | W. David Romoser Retired Senior Vice President, General Counsel and Secretary | 174.1K | — | 261.1K | 176.9K | 343.0K | 248.7K | 1.20M | 36.39% | ↗ |
| 142 | 2007 | Christopher L. Mapes Executive Vice President President of A. O. Smith Electrical Products Company, a division of the Company | 378.0K | — | 206.4K | 85.3K | 356.5K | 71.3K | 1.13M | 25.84% | ↗ |
| 143 | 2006 | Paul W. Jones Chairman and Chief Executive Officer | 807.0K | — | 777.9K | 227.9K | 849.0K | 293.3K | 3.23M | 31.10% | ↗ |
| 144 | 2006 | Terry M. Murphy Executive Vice President and Chief Financial Officer | 400.0K | 100.0K | 252.2K | 77.6K | 253.0K | 182.7K | 1.63M | 20.24% | ↗ |
| 145 | 2006 | Ronald E. Massa Executive Vice President | 339.9K | — | 185.0K | 73.4K | 210.0K | 128.8K | 1.23M | 21.00% | ↗ |
| 146 | 2006 | James F. Stern Executive Vice President, General Counsel and Secretary Ronald E. Massa Retired Executive Vice President | 339.9K | — | 185.0K | 73.4K | 210.0K | 128.8K | 1.23M | 21.00% | ↗ |
| 147 | 2006 | Ajita G. Rajendra Executive Vice President President of A. O. Smith Water Products Company, a division of the Company | 360.3K | 50.0K | 216.7K | 60.6K | 298.0K | 69.8K | 1.18M | 23.47% | ↗ |
| 148 | 2006 | Christopher L. Mapes Executive Vice President President of A. O. Smith Electrical Products Company, a division of the Company | 346.7K | 40.0K | 174.8K | 36.0K | 162.0K | 74.5K | 858.7K | 24.54% | ↗ |
| 149 | 2005 | Robert J. O’Toole Retired Chairman and Chief Executive Officer | 867.0K | 749.0K | — | — | — | 98.2K | 1.71M | 0.00% | ↗ |
| 150 | 2005 | Paul W. Jones Chairman and Chief Executive Officer | 621.0K | 445.0K | — | — | — | 60.0K | 1.13M | 0.00% | ↗ |
| 151 | 2005 | Ajita G. Rajendra Senior Vice President President of A. O. Smith Water Products Company, a division of the Company | 302.5K | 230.0K | 418.2K | — | — | 86.5K | 1.04M | 40.32% | ↗ |
| 152 | 2005 | Ronald E. Massa Senior Vice President | 326.6K | 170.0K | — | — | — | 116.8K | 613.4K | 0.00% | ↗ |
| 153 | 2005 | W. David Romoser Vice President, General Counsel and Secretary | 299.0K | 145.0K | — | — | — | 22.0K | 466.0K | 0.00% | ↗ |
| 154 | 2005 | Christopher L. Mapes Senior Vice President President of A. O. Smith Electrical Products Company, a division of the Company | 333.3K | 89.0K | — | — | — | 22.0K | 444.4K | 0.00% | ↗ |
| 155 | 2004 | Paul W. Jones Chairman and Chief Executive Officer | 600.0K | 186.9K | 1.37M | — | — | 128.4K | 2.28M | 59.92% | ↗ |
| 156 | 2004 | Paul W. Jones* President and Chief Operating Officer | 600.0K | 186.9K | 1.37M | — | — | 128.4K | 2.28M | 59.92% | ↗ |
| 157 | 2004 | Robert J. O’Toole Retired Chairman and Chief Executive Officer | 836.0K | 312.5K | 925.0K | — | — | 48.0K | 2.12M | 43.60% | ↗ |
| 158 | 2004 | Robert J. O’Toole Chairman and Chief Executive Officer | 836.0K | 312.5K | 925.0K | — | — | 48.0K | 2.12M | 43.60% | ↗ |
| 159 | 2004 | Kenneth W. Krueger Senior Vice President Chief Financial Officer | 329.5K | 72.0K | 221.4K | — | — | 18.0K | 640.9K | 34.54% | ↗ |
| 160 | 2004 | Ronald E. Massa Senior Vice President | 313.5K | — | 221.4K | — | — | 27.7K | 562.6K | 39.35% | ↗ |
| 161 | 2004 | Ronald E. Massa Senior Vice President President of A. O. Smith Water Products Company, a division of the Company | 313.5K | — | 221.4K | — | — | 27.7K | 562.6K | 39.35% | ↗ |
| 162 | 2004 | W. David Romoser Vice President, General Counsel and Secretary | 288.0K | 61.0K | 159.9K | — | — | 8.2K | 517.1K | 30.92% | ↗ |
| 163 | 2004 | Donald M. Heinrich Former Senior Vice President President of A. O. Smith Electrical Products Company, a division of the Company | 307.0K | 17.5K | — | — | — | 8.2K | 332.7K | 0.00% | ↗ |
| 164 | 2004 | Christopher L. Mapes Senior Vice President President of A. O. Smith Electrical Products Company, a division of the Company | — | — | — | — | — | — | — | — | ↗ |
| 165 | 2004 | Ajita G. Rajendra Senior Vice President President of A. O. Smith Water Products Company, a division of the Company | — | — | — | — | — | — | — | — | ↗ |
| 166 | 2003 | Robert J. O’Toole Retired Chairman and Chief Executive Officer | 804.0K | 650.0K | 617.7K | — | — | 38.6K | 2.11M | 29.27% | ↗ |
| 167 | 2003 | Robert J. O’Toole Chairman and Chief Executive Officer | 804.0K | 650.0K | 617.7K | — | — | 38.6K | 2.11M | 29.27% | ↗ |
| 168 | 2003 | Kenneth W. Krueger Senior Vice President Chief Financial Officer | 315.0K | 150.0K | 130.5K | — | — | 21.3K | 616.8K | 21.16% | ↗ |
| 169 | 2003 | Ronald E. Massa Senior Vice President | 301.0K | 70.0K | 130.5K | — | — | 30.9K | 532.4K | 24.51% | ↗ |
| 170 | 2003 | Ronald E. Massa Senior Vice President President of A. O. Smith Water Products Company, a division of the Company | 301.0K | 70.0K | 130.5K | — | — | 30.9K | 532.4K | 24.51% | ↗ |
| 171 | 2003 | W. David Romoser Vice President, General Counsel and Secretary | 277.0K | 126.0K | 104.4K | — | — | 12.5K | 519.9K | 20.08% | ↗ |
| 172 | 2003 | Donald M. Heinrich Senior Vice President President of A. O. Smith Electrical Products Company, a division of the Company | 301.0K | 59.0K | 130.5K | — | — | 14.5K | 505.0K | 25.84% | ↗ |
| 173 | 2003 | Donald M. Heinrich Former Senior Vice President President of A. O. Smith Electrical Products Company, a division of the Company | 301.0K | 59.0K | 130.5K | — | — | 14.5K | 505.0K | 25.84% | ↗ |
| 174 | 2003 | Christopher L. Mapes Senior Vice President President of A. O. Smith Electrical Products Company, a division of the Company | — | — | — | — | — | — | — | — | ↗ |
| 175 | 2003 | Paul W. Jones* President and Chief Operating Officer | — | — | — | — | — | — | — | — | ↗ |
| 176 | 2003 | Ajita G. Rajendra Senior Vice President President of A. O. Smith Water Products Company, a division of the Company | — | — | — | — | — | — | — | — | ↗ |
| 177 | 2003 | Paul W. Jones Chairman and Chief Executive Officer | — | — | — | — | — | — | — | — | ↗ |
| 178 | 2002 | Robert J. O’Toole Chairman and Chief Executive Officer | 773.0K | 735.0K | 572.5K | — | — | 42.1K | 2.12M | 26.97% | ↗ |
| 179 | 2002 | Ronald E. Massa Senior Vice President President of A. O. Smith Water Products Company, a division of the Company | 294.0K | 255.0K | 121.0K | — | — | 151.0K | 820.9K | 14.73% | ↗ |
| 180 | 2002 | Kenneth W. Krueger Senior Vice President Chief Financial Officer | 310.0K | 177.0K | 121.0K | — | — | 23.0K | 631.0K | 19.17% | ↗ |
| 181 | 2002 | Donald M. Heinrich Senior Vice President President of A. O. Smith Electrical Products Company, a division of the Company | 295.0K | 80.0K | 121.0K | — | — | 20.6K | 516.6K | 23.42% | ↗ |
| 182 | 2002 | Donald M. Heinrich Former Senior Vice President President of A. O. Smith Electrical Products Company, a division of the Company | 295.0K | 80.0K | 121.0K | — | — | 20.6K | 516.6K | 23.42% | ↗ |
| 183 | 2002 | W. David Romoser Vice President, General Counsel and Secretary | 259.0K | 140.0K | 96.8K | — | — | 13.6K | 509.4K | 19.00% | ↗ |
| 184 | 2002 | Paul W. Jones* President and Chief Operating Officer | — | — | — | — | — | — | — | — | ↗ |
| 185 | 2001 | Robert J. O’Toole Chairman and Chief Executive Officer | 773.0K | 235.0K | — | — | — | 26.6K | 1.03M | 0.00% | ↗ |
| 186 | 2001 | Ronald E. Massa Senior Vice President President of A. O. Smith Water Products Company, a division of the Company | 288.6K | 210.0K | — | — | — | 10.2K | 508.8K | 0.00% | ↗ |
| 187 | 2001 | Kenneth W. Krueger Senior Vice President Chief Financial Officer | 295.4K | 51.0K | — | — | — | 16.5K | 362.9K | 0.00% | ↗ |
| 188 | 2001 | W. David Romoser Vice President, General Counsel and Secretary | 259.0K | 44.0K | — | — | — | 8.6K | 311.6K | 0.00% | ↗ |
| 189 | 2001 | Donald M. Heinrich Senior Vice President President of A. O. Smith Electrical Products Company, a division of the Company | — | — | — | — | — | — | — | — | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Kevin J. Wheeler | Executive Chairman of the Board | 5M | male |
| Stephen Shafer | President, Chief Executive Officer & Director | 2M | male |
| Charles T. Lauber | Executive Vice President & Chief Financial Officer | 2M | male |
| James F. Stern | Executive Vice President of Corporate Development and Strategy & Secretary | 2M | male |
| Curt Selby | Senior Vice President of Human Resources & Public Affairs | 1M | male |
| Ming Cheng | Senior Vice President & Chief Technology Officer | 722.1K | male |
| Christopher T. Howe | Senior VP & Chief Digital Information Officer | 552.0K | male |
| Jack Qiu | Senior Vice President & President of A. O. Smith China | — | male |
| Helen E. Gurholt | Vice President of Investor Relations and Financial Planning & Analysis | — | female |
| Paul J. Jones | Senior VP, General Counsel, Assistant Secretary & Chief Compliance Officer | — | male |
| D. Samuel Karge | Senior Vice President & President of North America Water Treatment | — | — |
No Senate trading activity found for this company.
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2025-09-25 | 2025-10-08 | Julie Johnson | TX32 | Joint | Sale | $1,001 - $15,000 | ↗ |
| 2025-04-16 | 2025-05-02 | April Delaney | MD06 | Dependent | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2025-04-10 | 2025-05-02 | April Delaney | MD06 | Dependent | Sale (Partial) | $1,001 - $15,000 | ↗ |
| 2025-03-06 | 2025-04-03 | April Delaney | MD06 | — | Sale | $1,001 - $15,000 | ↗ |
| 2025-02-25 | 2025-03-28 | Rob Bresnahan | PA08 | — | Sale | $1,001 - $15,000 | ↗ |
| 2025-02-18 | 2025-03-21 | John Delaney | MD06 | — | Sale | $15,001 - $50,000 | ↗ |
| 2024-11-15 | 2024-12-06 | Ro Khanna | CA17 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2024-11-08 | 2024-12-09 | Jared Moskowitz | FL23 | Dependent | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2024-11-08 | 2024-12-09 | Jared Moskowitz | FL23 | — | Sale | $1,001 - $15,000 | ↗ |
| 2023-09-08 | 2023-10-10 | Lois Frankel | FL22 | — | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2023-09-08 | 2023-10-10 | Lois Frankel | FL22 | — | Sale | $1,001 - $15,000 | ↗ |
| 2023-07-14 | 2024-08-21 | Jared Moskowitz | FL23 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2022-02-14 | 2022-03-08 | Ro Khanna | CA17 | — | Sale | $1,001 - $15,000 | ↗ |
| 2022-02-07 | 2022-02-27 | Lois Frankel | FL21 | Self | Sale (Partial) | $1,001 - $15,000 | ↗ |
| 2022-02-02 | 2022-03-17 | Michael McCaul | TX10 | — | Sale | $50,001 - $100,000 | ↗ |
| 2022-02-02 | 2022-03-17 | Michael McCaul | TX10 | Spouse | Sale | $15,001 - $50,000 | ↗ |
| 2021-12-14 | 2022-01-27 | Michael McCaul | TX10 | Spouse | Sale | $1,001 - $15,000 | ↗ |
| 2020-02-28 | 2020-03-12 | Dean Phillips | MN03 | — | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2019-08-13 | 2019-09-16 | Dean Phillips | MN03 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2019-06-24 | 2020-04-27 | Donna Shalala | FL27 | -- | Sale (Full) | $1,001 - $15,000 | ↗ |
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Community Opinion for AOS
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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