Board of directors (10)
Directors with a Section 16 filing in the last 13 months. “Since” is the first filing as a director; SEC data sets start in 2016.
Executive officers (16)
Company facts
- Chair
- Kevin J. Wheeler
- In S&P 500 since
- Jul 2017
- Incorporated in
- DE
- Fiscal year ends
- December
- SEC industry
- Household Appliances
- SEC filings
- EDGAR
Connections to other S&P 500 companies
Current directors and officers who also hold a role at another S&P 500 company.
Major holders (5% or more)
Latest Schedule 13D/13G filing per holder. Holders that reported falling below 5% are not shown. Index funds usually report once a year.
No 5% holder filings parsed yet for this company.
Insider trades
Open-market purchases and sales reported on Form 4. Grants, option exercises and tax withholding are excluded.
| Date | Insider | Type | Shares | Price | Value |
|---|---|---|---|---|---|
| Nov 5, 2026 | Kevin J. Wheeler Executive Chairman | Sale | 14,675 | $65.64 | $963K |
| Mar 4, 2026 | Darrell W. Schuh SVP; President & GM Lochinvar | Sale | 1,104 | $74.39 | $82K |
| Feb 13, 2026 | Darrell W. Schuh SVP; President & GM Lochinvar | Sale | 356 | $79.89 | $28K |
| Aug 7, 2025 | James F. Stern Exec VP, Corp Dev, Strat & Sec | Sale | 17,434 | $71.24 | $1.2M |
| Jul 30, 2025 | Kevin J. Wheeler Executive Chairman | Sale | 22,200 | $71.26 | $1.6M |
| Jul 29, 2025 | Mark D. Smith Director | Sale | 2,400 | $71.36 | $171K |
| Feb 27, 2025 | Samuel M. Carver SVP - Global Operations | Sale | 3,460 | $66.51 | $230K |
| Feb 7, 2025 | Douglas Samuel Karge SVP - President NA Water Treat | Sale | 419 | $65.65 | $28K |
| Feb 7, 2025 | Robert J. Heideman Senior VP, CTO | Sale | 1,026 | $65.65 | $67K |
| Aug 7, 2024 | Samuel M. Carver SVP - Global Operations | Sale | 14,705 | $81.00 | $1.2M |
| Jul 30, 2024 | Ronald D. Brown Director | Sale | 3,631 | $85.67 | $311K |
| Mar 5, 2024 | Robert J. Heideman Senior VP, CTO | Sale | 9,890 | $84.63 | $837K |
| Mar 4, 2024 | Ajita G. Rajendra Executive Chairman | Sale | 60,258 | $84.51 | $5.1M |
| Mar 1, 2024 | Ajita G. Rajendra Executive Chairman | Sale | 43,137 | $84.01 | $3.6M |
| Feb 29, 2024 | Ajita G. Rajendra Executive Chairman | Sale | 24,669 | $83.02 | $2.0M |
| Feb 28, 2024 | Ajita G. Rajendra Executive Chairman | Sale | 25,331 | $83.03 | $2.1M |
| Feb 7, 2024 | Idelle K. Wolf Director | Sale | 814 | $80.00 | $65K |
| Nov 22, 2023 | Mark D. Smith Director | Sale | 2,700 | $76.01 | $205K |
| Nov 17, 2023 | Idelle K. Wolf Director | Sale | 1,000 | $76.16 | $76K |
| Nov 14, 2023 | Robert J. Heideman Senior VP, CTO | Sale | 4,622 | $75.69 | $350K |
| Nov 14, 2023 | Mark A. Petrarca Senior Vice Pres. - H.R. & P.A | Sale | 8,000 | $75.70 | $606K |
| Nov 13, 2023 | Mark A. Petrarca Senior Vice Pres. - H.R. & P.A | Sale | 11,005 | $73.20 | $806K |
| Nov 13, 2023 | James F. Stern Exec VP, Corp Dev, Strat & Sec | Sale | 8,118 | $73.00 | $593K |
| Nov 10, 2023 | James F. Stern Exec VP, Corp Dev, Strat & Sec | Sale | 8,118 | $72.00 | $584K |
| Nov 10, 2023 | Ajita G. Rajendra Executive Chairman | Sale | 53,125 | $72.39 | $3.8M |
Board and executive changes
Every 8-K with Item 5.02 (departure, election or appointment of directors and officers). The text is the first paragraph of the item.
- Jun 22, 2026
On June 22, 2026, A. O. Smith Corporation (“the Company”) issued a news release announcing that, effective July 1, 2026, Kevin J. Wheeler will retire as Executive Chairman of the Company. Mr. Wheeler will remain a member of the Board of Directors. Effective at the time of Mr.Wheeler’s retirement as Executive Chairman, Stephen M. Shafer will assume the role of Chairman of the Company. Mr. Shafer currently serves and will continue to serve as the Company’s President and Chief Executive Officer and as a director. Mr. Shafer joined the Company as President and Chief Operating Officer in March of 2024. He was named President and Chief Executive Officer on July 1, 2025, and was elected a director of the Company on that same day. A copy of the Company’s news release is attached as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated by reference herein.
Read the 8-K filing - May 19, 2026
On May 19, 2026, A. O. Smith Corporation (the “Company") disclosed that it has selected Carrie Anderson as its Executive Vice President and Chief Financial Officer effective July 1, 2026. She will succeed Charles T. Lauber, who has decided to retire from the Company. He will temporarily continue his employment with the Company after July 1, 2026, until his retirement to facilitate the transition. Ms. Anderson, age 57, brings extensive experience to the Company across global industrial, manufacturing and technology companies. She most recently served as executive vice president and chief financial officer of The Campbell’s Company, a packaged food and beverage company, from January 2023 to October 2025. Prior to Campbell’s, Ms.
Read the 8-K filing - Aug 28, 2025
On August 28, 2025, A. O. Smith Corporation (the “Company") disclosed that James F. Stern, who is currently Executive Vice President, General Counsel and Secretary of the Company, will transition to the role of Executive Vice President, Corporate Development, Strategy and Secretary, effective October 1, 2025, reporting to the Company’s Chief Executive Officer. At that time, Paul J. Jones, who currently serves as the Company’s Vice President of Corporate Development and Strategy, will become Senior Vice President, General Counsel and Chief Compliance Officer, also reporting to the Company’s Chief Executive Officer.
Read the 8-K filing - Apr 25, 2025
On April 25, 2025, A. O. Smith Corporation (the “ Company ” ) announced that Kevin J. Wheeler will be transitioning from Chairman and Chief Executive Officer of the Company to Executive Chairman, effective July 1, 2025. As a result, Stephen M. Shafer, the Company ’ s President and Chief Operating Officer, has been elected Chief Executive Officer of the Company effective July 1, 2025, in addition to serving in his capacity as President. Mr. Shafer has also been elected to the Board of Directors effective July 1, 2025. Mr. Shafer will not serve on any committees of the Board. Mr. Shafer, age 50, was named President and Chief Operating Officer on March 18, 2024. Prior to becoming President and Chief Operating Officer, Mr.
Read the 8-K filing - May 9, 2024
On May 9, 2024, A. O. Smith Corporation (the “Company”) announced that Mark Petrarca, Senior Vice President - Human Resources and Public Affairs, will retire effective August 1, 2024. Mr. Petrarca has 25 years of service with the Company.
Read the 8-K filing - Mar 18, 2024
On March 18, 2024, A. O. Smith Corporation (“A. O. Smith”) announced that Stephen M. Shafer has been named President and Chief Operating Officer of the Company effective March 18, 2024. Mr. Shafer joins A. O. Smith from 3M Company, where he spent over 14 years in various roles, most recently as President of its Automotive and Aerospace Solutions Division. Kevin J. Wheeler, who has been serving as Chairman, President and Chief Executive Officer of the Company, will continue to serve with the title of Chairman and Chief Executive Officer.
Read the 8-K filing - Jan 5, 2024
On January 2, 2024, David R. Warren, Senior Vice President of A. O. Smith Corporation (the “Company”), and President and General Manager of the Company’s North American Water Heating Business Unit, informed the Company that he will retire from the Company effective April 1, 2024. Mr. Warren has nearly 35 years of service with the Company in a variety of roles.
Read the 8-K filing - Mar 3, 2022
Departure of Directors or Principal Officers; Election of Directors; Appointment of Principal Officers. Bruce M. Smith, who is currently a member of the Board of Directors of A. O. Smith Corporation (“the Company”), advised the Company that he will retire as a member of the Board upon the conclusion of his current term on April 12, 2022. Mr. Smith is retiring this year as he has reached our director retirement age of 72. Although he had reached retirement age at the time he stood for election last year, the Board asked him to stay on for an additional year as the Board welcomed two new directors in 2021. Mr. Smith will remain as one of three trustees of the Smith Family Voting Trust, which holds a controlling position in the stock of our Company. Our Company and the Board would like to thank Mr. Smith for his vision, long service and many contributions to our Company.
Read the 8-K filing - Dec 2, 2021
On December 1, 2021, Helen E. Gurholt, currently A. O. Smith Corporation's (“the Company”) Vice President and Controller, was promoted to Vice President Financial Planning and Analysis effective December 1, 2021. On December 1, 2021, Benjamin A. Otchere, 48, who is currently the Company’s Vice President, Finance and International Controller, was appointed as Vice President and Controller of the Company effective December 1, 2021. As the Controller, Mr. Otchere will assume the role of “principal accounting officer” from Ms. Gurholt. Mr. Otchere joined the Company in 2012 as a Director of Internal Audit and Risk Management and then served as Global Operations Controller for the Company from 2014 until 2019 when he was promoted to Vice President, Finance and International Controller. Mr.
Read the 8-K filing - Mar 4, 2021
William P. Gruebel and Paul W. Jones, who are currently members of the Board of Directors of A. O. Smith Corporation (“the Company”), advised the Company that they will retire as members of the Board upon the conclusion of their current terms on April 13, 2021, which the Company disclosed in a news release on March 4, 2021. A copy of the news release is attached as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated by reference herein.
Read the 8-K filing - Apr 16, 2020
On April 15, 2020, A. O. Smith Corporation (“the Company”) issued a news release announcing that, effective May 1, 2020, Ajita G. Rajendra, 68, will retire as Executive Chairman of the Company. Mr. Rajendra will remain a member of the Board of Directors. Effective at the time of Mr. Rajendra’s retirement as Executive Chairman, Kevin J. Wheeler will assume the role of Chairman of the Company. Mr. Wheeler, 60, currently serves and will continue to serve as the Company’s President and Chief Executive Officer. From 2013 to 2017, Mr. Wheeler held the position of senior vice president of the Company and president and general manager of its North America, India, Europe Water Heating and Export business. From 2017 to 2018, he was president and chief operating officer of our Company.
Read the 8-K filing - Feb 24, 2020
On February 18, 2020, A. O. Smith Corporation (the “Company”) terminated the employment of Wei Ding as Senior Vice President, President of A. O. Smith China, effective immediately. Mr. Ding’s termination is related to an internal investigation initiated in the fourth quarter of 2019 by the Company, with the assistance of outside counsel and under the oversight of the Board of Directors, which concluded that Mr. Ding violated the Company’s Guiding Principles and Code of Conduct. This matter has no impact on the Company’s past or current financial statements. The Company has a strong brand in China and a talented and experienced team that knows the market well in China. The Company does not expect this personnel matter to materially impact its business in China. Jack Qiu, Vice President of A. O. Smith (China) Investment Co., will serve as acting leader of A. O. Smith China. Mr.
Read the 8-K filing - Jan 24, 2019
On January 21, 2019, A. O. Smith Corporation (“the Company”) publicly announced that Daniel L. Kempken, currently the Company’s Vice President and Controller, will succeed Charles T. Lauber as Senior Vice President, Corporate Development and Strategy with Mr. Kempken’s appointment to that position effective May 1, 2019. As Controller, Mr. Kempken is the Company’s “principal accounting officer” for purposes of the Securities Exchange Act of 1934, as amended. The effectiveness of Mr. Kempken’s appointment will coincide with the effectiveness of Mr. Lauber’s appointment as Chief Financial Officer of the Company on May 1, 2019. The Company also publicly announced on January 21, 2019 that Helen E. Gurholt, 44, who is currently the Company’s Director of Accounting, will be appointed as Vice President and Controller of the Company effective May 1, 2019. As the Controller, Ms.
Read the 8-K filing - Jan 14, 2019
On January 11, 2019, John J. Kita, Executive Vice President and Chief Financial Officer of A. O. Smith Corporation (the “Company”), advised the Company that he will retire from the Company effective May 1, 2019. On January 14, 2019, the Company announced that Charles T. Lauber, who currently serves as the Company’s Senior Vice President, Strategy and Corporate Development and is 56 years old, will succeed Mr. Kita as Chief Financial Officer effective May 1, 2019. In his current position, Mr. Lauber oversees strategic planning and acquisitions. Mr. Lauber originally joined the Company as Director of Audit and Tax in 1999, and he has held positions of progressively greater responsibility including serving as Senior Vice President and Chief Financial Officer of A. O. Smith Water Products Company, the Company’s biggest division, from 2006 to 2012.
Read the 8-K filing - Jul 12, 2018
Departure of Directors or Principal Officers; Election of Directors; Appointment of Principal Officers . On July 11, 2018, A. O. Smith Corporation (the “Company”) announced that Ajita G. Rajendra will be transitioning from Chairman and Chief Executive Officer to Executive Chairman of the Company, effective September 1, 2018. As a result, Kevin J. Wheeler, the Company’s President and Chief Operating Officer, will assume the role of Chief Executive Officer of the Company on that date in addition to serving in his capacity as the Company’s President. Mr. Wheeler joined the Company in 1994 as regional sales manager and was named senior vice president and general manager of the North America, India and Europe water heating business in 2011. He became president of that business in 2013.
Read the 8-K filing
Show 4 older changes
- Jul 12, 2017
Departure of Directors or Principal Officers; Election of Directors; Appointment of Principal Officers. On July 11, 2017, A. O. Smith Corporation (“the Company”) issued a news release announcing that Kevin J. Wheeler was elected to the Board of Directors. A copy of the Company’s news release is attached as Exhibit 99.1 to this Current Report on Form 8-K (this “Current Report”) and is incorporated by reference herein.
Read the 8-K filing - May 18, 2017
Departure of Directors or Principal Officers; Election of Directors; Appointment of Principal Officers. On May 18, 2017, A. O. Smith Corporation (“the Company”) announced that Kevin J. Wheeler has been named President and Chief Operating Officer of the Company effective June 1, 2017. Mr. Wheeler joined the Company in 1994 as a regional sales manager and was named senior vice president and general manager of the North America, India and Europe water heating business in 2011. He became president of that business in 2013. As a result, Ajita G. Rajendra, who has been serving as Chairman, President and Chief Executive Officer of the Company, will continue to serve with the title of Chairman and Chief Executive Officer. A copy of the Company’s news release is attached as Exhibit 99.1 to this Current Report on Form 8-K (this “Current Report”) and is incorporated by reference herein.
Read the 8-K filing - Dec 15, 2016
Departure of Directors or Principal Officers; Election of Directors; Appointment of Principal Officers. On December 12, 2016, the Board of Directors (the “Board”) of A. O. Smith Corporation (the “Company”) voted to elect Dr. Ilham Kadri as a Class A Common Stock director of A. O. Smith Corporation. Dr. Kadri will serve as a director with a term expiring at the Company’s 2017 Annual Meeting of Stockholders. At the time of Dr. Kadri’s election she was not appointed to any committee of the Board, and there was no expectation concerning any such appointment. In connection with her election to the Board, Ms. Kadri will receive a pro rata portion of the current $50,000 annual retainer which is paid quarterly and a pro rata portion of the $120,000 annual stock grant that the Company pays to non-employee directors. More specifically, Ms.
Read the 8-K filing - May 2, 2016
Director or officer change (Item 5.02). Open the filing for details.
Read the 8-K filing
Proxy statements (DEF 14A): 2026 · 2025 · 2024 · 2023 · 2022 · 2021
Share price
Annual financials
From the company's 10-K XBRL data (SEC companyfacts).
| Fiscal year | Revenue | Net income | Margin | Diluted EPS | Total assets |
|---|---|---|---|---|---|
| FY2025 | $3.8B | $546.2M | 14.3% | $3.85 | $3.1B |
| FY2024 | $3.8B | $533.6M | 14.0% | $3.63 | $3.2B |
| FY2023 | $3.9B | $556.6M | 14.4% | $3.69 | $3.2B |
| FY2022 | $3.8B | $235.7M | 6.3% | $1.51 | $3.3B |
| FY2021 | $3.5B | $487.1M | 13.8% | $3.02 | $3.5B |
| FY2020 | $2.9B | $344.9M | 11.9% | $2.12 | $3.2B |
| FY2019 | $3.0B | $370.0M | 12.4% | $2.22 | $3.1B |
| FY2018 | $3.2B | $444.2M | 13.9% | $2.58 | $3.1B |
Former directors and officers (26)
People who stopped filing as an insider of this company. “Last filing” is the last Form 3/4/5, an upper bound on when they left.