Fiscal year 2025 executive and director compensation, incentive-plan design, equity activity, and governance — every figure in this brief is traceable to its exact location in the company’s SEC filing — the document, the section, the page, and the table, linked directly.
Each company listed discloses AOS in its own benchmarking peer group, as disclosed in each company's most recent proxy statement within the last two proxy seasons. Two companies are therefore absent by design: one that named AOS in an earlier year and no longer does, and one whose own most recent disclosure is older than the last two seasons.
| Named executive officer | Salary | Bonus | Stock awards | Option awards | Non-equity incentive | Pension / NQDC | All other | Total |
|---|---|---|---|---|---|---|---|---|
| Kevin Wheeler | $1,079,500 | $0 | $3,682,036 | $0 | $3,396,000 | $0 | $338,293 | $8,495,829 |
| Executive Chairman | ||||||||
| Stephen Shafer | 965,750 | 0 | 2,678,044 | 0 | 1,068,000 | 0 | 248,656 | 4,960,450 |
| President and Chief Executive Officer | ||||||||
| James Stern | 668,600 | 0 | 698,611 | 0 | 855,000 | 523,471 | 119,179 | 2,864,861 |
| Executive Vice President, Corporate Development, Strategy, and Secretary | ||||||||
| Charles Lauber | 673,800 | 0 | 942,617 | 0 | 1,073,000 | 0 | 137,924 | 2,827,341 |
| Executive Vice President and Chief Financial Officer | ||||||||
| Ming Cheng | 230,307 | 100,000 | 1,762,511 | 0 | 136,000 | 0 | 255,773 | 2,484,591 |
| Senior Vice President and Chief Technology Officer | ||||||||
| Christopher Howe | 109,754 | 0 | 1,587,287 | 0 | 65,000 | 0 | 11,499 | 1,773,540 |
| Senior Vice President and Chief Digital Information Officer | ||||||||
A dash means the company reported no figure in that column; 0 means it reported zero. Figures are as printed in the filing, without adjustment.
| Named executive officer | FY2025 total | FY2024 total | FY2023 total | Δ FY2024→2025 |
|---|---|---|---|---|
| Kevin Wheeler | $8,495,829 | — | — | — |
| Stephen Shafer | 4,960,450 | — | — | — |
| James Stern | 2,864,861 | — | — | — |
| Charles Lauber | 2,827,341 | — | — | — |
| Ming Cheng | 2,484,591 | — | — | — |
| Christopher Howe | 1,773,540 | — | — | — |
Prior-year totals as disclosed in the corresponding proxy; deltas are computed values with the derivation shown in the register.
Every insider equity transaction reported on Form 4 after the 2025 proxy statement — acquisitions, dispositions, exercises, and withholdings — and therefore not reflected in any table in that document.
| Insider | Role | Transaction date | Code | Shares | Price | Value | Security | Source |
|---|---|---|---|---|---|---|---|---|
| Darrell W. Schuh | SVP; President & GM Lochinvar | 2026-03-04 | D | 1,104 | $74 | $82,126 | Common | Form 4 ↗ |
| Mark D. Smith | Director | 2026-04-13 | A | 2,262 | 66 | 150,016 | Common | Form 4 ↗ |
| Lois M. Martin | Director | 2026-04-13 | A | 2,262 | 66 | 150,016 | Common | Form 4 ↗ |
| Victoria M. Holt | Director | 2026-04-13 | A | 2,262 | 66 | 150,016 | Derivative, Class A Common | Form 4 ↗ |
| Aaron W. Saak | Director | 2026-04-13 | A | 2,262 | 66 | 150,016 | Derivative, Class A Common | Form 4 ↗ |
| Todd W. Fister | Director | 2026-04-13 | A | 2,262 | 66 | 150,016 | Common | Form 4 ↗ |
| Dr. Ilham Kadri | Director | 2026-04-13 | A | 2,262 | 66 | 150,016 | Common | Form 4 ↗ |
| Christopher L. Mapes | Director | 2026-04-13 | A | 2,262 | 66 | 150,016 | Common | Form 4 ↗ |
| Michael M. Larsen | Director | 2026-04-13 | A | 2,262 | 66 | 150,016 | Derivative, Class A Common | Form 4 ↗ |
| Aaron W. Saak | Director | 2026-04-23 | A | 2,296 | 65 | 150,021 | Derivative, Class A Common | Form 4 ↗ |
| Carrie L. Anderson | EVP & CFO | 2026-07-01 | A | 32,060 | 62 | 1,999,903 | Derivative, Class A Common | Form 4 ↗ |
Transaction codes per Form 4: A acquisition · S open-market sale · F tax withholding · M option exercise · G gift. Value = shares × price as reported. Dividend-equivalent and fractional-share accrual rows (derivative Class A, under $10,000 and under 2,000 shares) are aggregated per date; every row appears in full below.
| Executive | Award | Grant date | Threshold | Target | Granted | Maximum | Grant-date fair value |
|---|---|---|---|---|---|---|---|
| Charles Lauber | PSU | 2025-02-10 | — | 3,320 | — | 4,980 | $217,477 |
| Ming Cheng | RSU | 2025-07-07 | — | — | 25,375 | — | 1,725,119 |
| Stephen Shafer | RSU | 2025-07-01 | — | — | 7,450 | — | 500,007 |
| James Stern | PSU | 2025-02-10 | — | 2,460 | — | 3,690 | 161,142 |
| Stephen Shafer | PSU | 2025-02-10 | — | 7,145 | — | 10,718 | 468,033 |
| Charles Lauber | RSU | 2025-02-10 | — | — | 11,070 | — | 725,140 |
| Ming Cheng | PSU | 2025-07-07 | — | 550 | — | 825 | 37,392 |
| Kevin Wheeler | PSU | 2025-02-10 | — | 12,970 | — | 19,455 | 849,600 |
| Kevin Wheeler | RSU | 2025-02-10 | — | — | 43,240 | — | 2,832,436 |
| Stephen Shafer | PSU | 2025-07-01 | — | 2,235 | — | 3,353 | 150,002 |
| James Stern | RSU | 2025-02-10 | — | — | 8,205 | — | 537,469 |
| Christopher Howe | PSU | 2025-10-08 | — | 285 | — | 428 | 20,268 |
| Stephen Shafer | RSU | 2025-02-10 | — | — | 23,815 | — | 1,560,002 |
| Christopher Howe | RSU | 2025-10-08 | — | — | 22,035 | — | 1,567,019 |
| Named executive officer | Time-vested (RSU) | Performance-vested (PSU) | Options / SARs | % performance-vested |
|---|---|---|---|---|
| Charles Lauber | $725,140 | $217,477 | $0 | 23.1% |
| Ming Cheng | 1,725,119 | 37,392 | 0 | 2.1% |
| Stephen Shafer | 2,060,009 | 618,035 | 0 | 23.1% |
| James Stern | 537,469 | 161,142 | 0 | 23.1% |
| Kevin Wheeler | 2,832,436 | 849,600 | 0 | 23.1% |
| Christopher Howe | 1,567,019 | 20,268 | 0 | 1.3% |
% performance-vested = PSU grant-date fair value ÷ (RSU + PSU + Options), a computed value with the derivation shown in the register.
| Executive | Award | Shares unvested | Exercise price | Market value unvested |
|---|---|---|---|---|
| Kevin Wheeler | RSU | 43,240 | — | $2,891,891 |
| Ming Cheng | RSU | 25,375 | — | 1,697,080 |
| Stephen Shafer | RSU | 7,145 | — | 477,858 |
| Stephen Shafer | RSU | 2,235 | — | 149,477 |
| James Stern | RSU | 6,295 | — | 421,010 |
| Kevin Wheeler | PSU | 12,970 | — | 867,434 |
| James Stern | PSU | 2,055 | — | 137,438 |
| Christopher Howe | PSU | 285 | — | 19,061 |
| Kevin Wheeler | RSU | 36,045 | — | 2,410,690 |
| Charles Lauber | RSU | 11,070 | — | 740,362 |
| Charles Lauber | PSU | 2,545 | — | 170,210 |
| James Stern | PSU | 2,460 | — | 164,525 |
| Charles Lauber | RSU | 9,460 | — | 632,685 |
| James Stern | RSU | 6,850 | — | 458,128 |
| James Stern | PSU | 1,890 | — | 126,403 |
| Ming Cheng | PSU | 550 | — | 36,784 |
| James Stern | RSU | 8,205 | — | 548,750 |
| Charles Lauber | PSU | 3,320 | — | 222,042 |
| Charles Lauber | RSU | 8,485 | — | 567,477 |
| Stephen Shafer | PSU | 7,450 | — | 498,256 |
| Stephen Shafer | PSU | 23,815 | — | 1,592,747 |
| Stephen Shafer | RSU | 5,200 | — | 347,776 |
| Kevin Wheeler | PSU | 9,905 | — | 662,446 |
| Kevin Wheeler | PSU | 10,815 | — | 723,307 |
| Christopher Howe | RSU | 22,035 | — | 1,473,701 |
| Kevin Wheeler | RSU | 33,015 | — | 2,208,043 |
| Stephen Shafer | PSU | 40,425 | — | 2,703,624 |
| Charles Lauber | PSU | 2,835 | — | 189,605 |
We believe that effective executive compensation programs are critical to our long-term success. We have developed compensation programs with the following objectives: attracting and retaining world-class executives through a total compensation opportunity that is competitive within the various markets in which we compete for talent; encouraging a pay-for-performance mentality by directly relating variable compensation elements to the achievement of financial and strategic objectives without encouraging undue risk-taking; and promoting a direct relationship between executive compensation and our stockholder interests.
| CEO STI target (% of salary) | 125% |
|---|---|
| CEO LTI target (% of salary) | — |
| Independent consultant | Willis Towers Watson (WTW) |
| Clawback policy | True |
| Anti-hedging | True |
| Anti-pledging | True |
| Meeting year | Meeting date | For | Against | Abstain | Support | Outcome |
|---|---|---|---|---|---|---|
| 2026 | 2026-04-13 | 33,953,726 | 814,753 | 251,885 | 96.95% | Passed |
| 2025 | 2025-04-08 | 33,247,046 | 1,993,686 | 14,909 | 94.3% | Passed |
| 2024 | 2024-04-09 | 34,550,676 | 1,202,529 | 16,709 | 96.59% | Passed |
| 2023 | 2023-04-11 | 33,897,467 | 1,944,269 | 16,115 | 94.53% | Passed |
| 2022 | 2022-04-12 | 34,492,886 | 1,535,557 | 12,052 | 95.71% | Passed |
| 2021 | 2021-04-13 | 35,966,040 | 1,129,355 | 93,770 | 96.71% | Passed |
Rows are labeled by annual-meeting year, with the meeting date beside each; the vote held in a given year acts on the prior fiscal year's compensation.
| Meeting year | Meeting date | Approval — company's computation |
|---|---|---|
| 2026 | 2026-04-13 | 96.95%a |
| 2025 | 2025-04-08 | 94.3%b |
| 2024 | 2024-04-09 | 96.59%c |
a. Approved under the standard stated in the filing — “On all such other matters, an abstention will have the same effect as a vote "against" but, because shares held by brokers will not be considered entitled to vote on matters as to which the beneficial owners withhold authority, a broker non-vote will have no effect on the vote.”.
b. Approved under the standard stated in the filing — “On all such other matters, an abstention will have the same effect as a vote "against" but, because shares held by brokers will not be considered entitled to vote on matters as to which the beneficial owners withhold authority, a brok ommon Stock.”.
c. Approved under the standard stated in the filing — “On all such other matters, an abstention will have the same effect as a vote "against" but, because shares held by brokers will not be considered entitled to vote on matters as to which the beneficial owners withhold authority, a brok ck.”.
Approval percentages are the company's own reported computations under its own stated standard, not recomputed by Velarion. Where a company does not state a standard, none is assumed.
| Ratio (CEO : median employee) | 110.3 : 1 |
|---|---|
| CEO total compensation | $4,960,450 |
| Median employee compensation | $44,976 |
| Director | Cash fees | Stock awards | Option awards | Non-equity incentive | All other | Total |
|---|---|---|---|---|---|---|
| Ronald D. BrownIndependent · Lead Independent Director · Personnel and Compensation (Chair) · Nominating and Governance · Not standing for re-election | $152,250 | $150,005 | $0 | $0 | $0 | $302,255 |
| Michael M. LarsenIndependent · Audit (Chair) | 127,250 | 150,005 | 0 | 0 | 0 | 277,255 |
| Victoria M. HoltIndependent · Nominating and Governance (Chair) · Personnel and Compensation | 122,250 | 150,005 | 0 | 0 | 0 | 272,255 |
| Dr. Ilham KadriIndependent · Personnel and Compensation · Nominating and Governance | 103,500 | 150,005 | 0 | 0 | 0 | 253,505 |
| Todd W. FisterIndependent · Audit | 103,500 | 150,005 | 0 | 0 | 0 | 253,505 |
| Lois M. MartinIndependent · Audit | 103,500 | 150,005 | 0 | 0 | 0 | 253,505 |
| Mark D. SmithIndependent · Personnel and Compensation · Nominating and Governance | 103,500 | 150,005 | 0 | 0 | 0 | 253,505 |
| Christopher L. MapesIndependent · Audit · Personnel and Compensation · Nominating and Governance | 103,500 | 150,005 | 0 | 0 | 0 | 253,505 |
| Ajita G. RajendraIndependent · Not standing for re-election · Departed during FY | 25,875 | — | 0 | 0 | 0 | 25,875 |
| Kevin J. WheelerEmployee director · Board Chair | 0 | 0 | 0 | — | 0 | 0 |
| Aaron W. SaakIndependent · Audit · Newly elected | 0 | 0 | 0 | 0 | 0 | 0 |
| Stephen M. ShaferEmployee director | 0 | 0 | 0 | — | 0 | 0 |
| Annual cash retainer | $103,500 |
|---|---|
| Annual equity retainer | $150,000 |
| Per board meeting fee | — |
| Committee chair fees (audit / comp / nom-gov) | — |
| Stock ownership guideline | — |
| Component | FY2025 |
|---|---|
| Cash retainers and fees | $945,125 |
| Equity awards (grant-date value) | $1,200,040 |
| All other compensation | $0 |
| Total cost of the board | $2,145,165 |
Computed as the sum of the director compensation table rows above; inputs and formula shown in the register.
Most recent fiscal-year chief executive compensation at each disclosed peer, taken from that company's own proxy statement.
| Rank | Company | FY | Chief executive | Salary | Stock awards | Option awards | Non-equity incentive | Total |
|---|---|---|---|---|---|---|---|---|
| 1 | A. O. Smith | 2025 | Stephen Shafer | $965,750 | $2,678,044 | $0 | $1,068,000 | $4,960,450 |
Each peer's compensation is from its most recently filed proxy; fiscal years differ by company. Each peer's figures come from its own filings; the subject company is highlighted. Peers whose chief executive compensation is outside our coverage universe are stated as such, never left blank.
Each figure's location is given both for the eye (section · page · table · row · column) and for a script (table/row/column index and exact character span in the filed document). Any figure can be independently confirmed against the source.
| # | Supports | Document | Filed | Accession | Location in document |
|---|---|---|---|---|---|
| 1 | Section 01, Kevin Wheeler | DEF 14A | 2026-03-04 | 0001193125-26-089938 | Section “Summary Compensation Table” · page 45. As printed: 8,495,829. Filing ↗machine: span 658015–658024 |
| 2 | Section 01, Stephen Shafer | DEF 14A | 2026-03-04 | 0001193125-26-089938 | Section “Summary Compensation Table” · page 45. As printed: 4,960,450. Filing ↗machine: t139 · r3 · c44 · span 652859–652868 |
| 3 | Section 01, James Stern | DEF 14A | 2026-03-04 | 0001193125-26-089938 | Section “Summary Compensation Table” · page 45. As printed: 2,864,861. Filing ↗machine: span 668294–668303 |
| 4 | Section 01, Charles Lauber | DEF 14A | 2026-03-04 | 0001193125-26-089938 | Section “Summary Compensation Table” · page 45. As printed: 2,827,341. Filing ↗machine: span 663395–663404 |
| 5 | Section 01, Ming Cheng | DEF 14A | 2026-03-04 | 0001193125-26-089938 | Section “Summary Compensation Table” · page 45. As printed: 2,484,591. Filing ↗machine: t139 · r11 · c44 · span 672461–672470 |
| 6 | Section 01, Christopher Howe | DEF 14A | 2026-03-04 | 0001193125-26-089938 | Section “Summary Compensation Table” · page 45. As printed: 1,773,540. Filing ↗machine: t139 · r13 · c44 · span 676621–676630 |
| 7 | Section 03, Charles Lauber PSU | DEF 14A | 2026-03-04 | 0001193125-26-089938 | Section “Grants of Plan-Based Awards” · grants of plan-based awards table. Filing ↗machine: t158 · r30 · c18 · span 751702–751707 |
| 8 | Section 03, Ming Cheng RSU | DEF 14A | 2026-03-04 | 0001193125-26-089938 | Section “Grants of Plan-Based Awards” · grants of plan-based awards table. Filing ↗machine: t79 · r6 · c15 · span 381531–381537 |
| 9 | Section 03, Stephen Shafer RSU | DEF 14A | 2026-03-04 | 0001193125-26-089938 | Section “Grants of Plan-Based Awards” · grants of plan-based awards table. Filing ↗machine: t158 · r16 · c23 · span 736881–736886 |
| 10 | Section 03, James Stern PSU | DEF 14A | 2026-03-04 | 0001193125-26-089938 | Section “Grants of Plan-Based Awards” · grants of plan-based awards table. Filing ↗machine: t158 · r38 · c18 · span 760175–760180 |
| 11 | Section 03, Stephen Shafer PSU | DEF 14A | 2026-03-04 | 0001193125-26-089938 | Section “Grants of Plan-Based Awards” · grants of plan-based awards table. Filing ↗machine: t158 · r10 · c18 · span 730549–730554 |
| 12 | Section 03, Charles Lauber RSU | DEF 14A | 2026-03-04 | 0001193125-26-089938 | Section “Grants of Plan-Based Awards” · grants of plan-based awards table. Filing ↗machine: t158 · r32 · c23 · span 753938–753944 |
| 13 | Section 03, Ming Cheng PSU | DEF 14A | 2026-03-04 | 0001193125-26-089938 | Section “Grants of Plan-Based Awards” · grants of plan-based awards table. Filing ↗machine: t158 · r46 · c18 · span 768753–768756 |
| 14 | Section 03, Kevin Wheeler PSU | DEF 14A | 2026-03-04 | 0001193125-26-089938 | Section “Grants of Plan-Based Awards” · grants of plan-based awards table. Filing ↗machine: t158 · r22 · c18 · span 743118–743124 |
| 15 | Section 03, Kevin Wheeler RSU | DEF 14A | 2026-03-04 | 0001193125-26-089938 | Section “Grants of Plan-Based Awards” · grants of plan-based awards table. Filing ↗machine: t158 · r24 · c23 · span 745306–745312 |
| 16 | Section 03, Stephen Shafer PSU | DEF 14A | 2026-03-04 | 0001193125-26-089938 | Section “Grants of Plan-Based Awards” · grants of plan-based awards table. Filing ↗machine: t158 · r12 · c18 · span 732603–732608 |
| 17 | Section 03, James Stern RSU | DEF 14A | 2026-03-04 | 0001193125-26-089938 | Section “Grants of Plan-Based Awards” · grants of plan-based awards table. Filing ↗machine: t158 · r40 · c23 · span 762361–762366 |
| 18 | Section 03, Christopher Howe PSU | DEF 14A | 2026-03-04 | 0001193125-26-089938 | Section “Grants of Plan-Based Awards” · grants of plan-based awards table. Filing ↗machine: t158 · r54 · c18 · span 777252–777255 |
| 19 | Section 03, Stephen Shafer RSU | DEF 14A | 2026-03-04 | 0001193125-26-089938 | Section “Grants of Plan-Based Awards” · grants of plan-based awards table. Filing ↗machine: t158 · r14 · c23 · span 734839–734845 |
| 20 | Section 03, Christopher Howe RSU | DEF 14A | 2026-03-04 | 0001193125-26-089938 | Section “Grants of Plan-Based Awards” · grants of plan-based awards table. Filing ↗machine: t79 · r12 · c15 · span 390871–390877 |
| 21 | Section 07, pay ratio | DEF 14A | 2026-03-04 | 0001193125-26-089938 | Section “CEO Pay Ratio”. As printed: 110.3 : 1. Filing ↗machine: t219 · span 1107856–1107971 |
| 22 | Section 08, Ronald D. Brown | DEF 14A | 2026-03-04 | 0001193125-26-089938 | Section “Director Compensation”. As printed: 302,255. Filing ↗machine: t72 · r4 · c19 · span 336881–336888 |
| 23 | Section 08, Michael M. Larsen | DEF 14A | 2026-03-04 | 0001193125-26-089938 | Section “Director Compensation”. As printed: 277,255. Filing ↗machine: t72 · r12 · c19 · span 348380–348387 |
| 24 | Section 08, Victoria M. Holt | DEF 14A | 2026-03-04 | 0001193125-26-089938 | Section “Director Compensation”. As printed: 272,255. Filing ↗machine: t72 · r8 · c19 · span 342627–342634 |
| 25 | Section 08, Dr. Ilham Kadri | DEF 14A | 2026-03-04 | 0001193125-26-089938 | Section “Director Compensation”. As printed: 253,505. Filing ↗machine: t72 · r10 · c19 · span 345505–345512 |
| 26 | Section 08, Todd W. Fister | DEF 14A | 2026-03-04 | 0001193125-26-089938 | Section “Director Compensation”. As printed: 253,505. Filing ↗machine: t72 · r6 · c19 · span 339753–339760 |
| 27 | Section 08, Lois M. Martin | DEF 14A | 2026-03-04 | 0001193125-26-089938 | Section “Director Compensation”. As printed: 253,505. Filing ↗machine: t72 · r16 · c19 · span 354130–354137 |
| 28 | Section 08, Mark D. Smith | DEF 14A | 2026-03-04 | 0001193125-26-089938 | Section “Director Compensation”. As printed: 253,505. Filing ↗machine: t72 · r20 · c19 · span 359973–359980 |
| 29 | Section 08, Christopher L. Mapes | DEF 14A | 2026-03-04 | 0001193125-26-089938 | Section “Director Compensation”. As printed: 253,505. Filing ↗machine: t72 · r14 · c19 · span 351258–351265 |
| 30 | Section 08, Ajita G. Rajendra | DEF 14A | 2026-03-04 | 0001193125-26-089938 | Section “Director Compensation”. As printed: 25,875. Filing ↗machine: t72 · r18 · c3 · span 355267–355273 |
| 31 | Section 08, Kevin J. Wheeler | DEF 14A | 2026-03-04 | 0001193125-26-089938 | Section “Director Compensation”. As printed: 0. Filing ↗ |
| 32 | Section 08, Aaron W. Saak | DEF 14A | 2026-03-04 | 0001193125-26-089938 | Section “Director Compensation”. As printed: 0. Filing ↗ |
| 33 | Section 08, Stephen M. Shafer | DEF 14A | 2026-03-04 | 0001193125-26-089938 | Section “Director Compensation”. As printed: 0. Filing ↗ |
| 34 | Section 02, Darrell W. Schuh 2026-03-04 | Form 4 | 2026-03-04 | 0000091142-26-000066 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 35 | Section 02, Mark D. Smith 2026-04-13 | Form 4 | 2026-04-15 | 0000091142-26-000074 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 36 | Section 02, Lois M. Martin 2026-04-13 | Form 4 | 2026-04-15 | 0000091142-26-000072 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 37 | Section 02, Victoria M. Holt 2026-04-13 | Form 4 | 2026-04-15 | 0001181629-26-000004 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 38 | Section 02, Aaron W. Saak 2026-04-13 | Form 4 | 2026-04-15 | 0001930489-26-000002 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 39 | Section 02, Todd W. Fister 2026-04-13 | Form 4 | 2026-04-15 | 0001575676-26-000002 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 40 | Section 02, Dr. Ilham Kadri 2026-04-13 | Form 4 | 2026-04-15 | 0000091142-26-000068 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 41 | Section 02, Christopher L. Mapes 2026-04-13 | Form 4 | 2026-04-15 | 0000091142-26-000070 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 42 | Section 02, Michael M. Larsen 2026-04-13 | Form 4 | 2026-04-15 | 0001503349-26-000003 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 43 | Section 02, Aaron W. Saak 2026-04-23 | Form 4 | 2026-05-01 | 0001930489-26-000004 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 44 | Section 02, Carrie L. Anderson 2026-07-01 | Form 4 | 2026-07-02 | 0001706446-26-000006 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 45 | Section 06, 2026 vote | Form 8-K | 2026-04-17 | 0000091142-26-000078 | Item 5.07 · say-on-pay result. As reported: 96.95% (votes for as printed: 33,953,726). Filing ↗ |
| 46 | Section 06, 2025 vote | Form 8-K | 2025-04-14 | 0000091142-25-000069 | Item 5.07 · say-on-pay result. As reported: 94.3% (votes for as printed: 33,247,046). Filing ↗ |
| 47 | Section 06, 2024 vote | Form 8-K | 2024-04-15 | 0000091142-24-000128 | Item 5.07 · say-on-pay result. As reported: 96.59% (votes for as printed: 34,550,676). Filing ↗ |
| 48 | Section 03b vehicle mix (computed) | Computed | — | computed | RSU / PSU / Options grant-date fair values summed per officer from the grants table; % performance-vested = PSU ÷ (RSU+PSU+Options).machine: formula: sums + PSU ratio |
| 49 | Section 09b board cost (computed) | Computed | — | computed | Cash 945,125 + equity 1,200,040 + all other 0 = 2,145,165, summed across the director compensation table rows.machine: formula: Σ = 2,145,165 |
| 50 | A. O. Smith (subject), Section 10b CEO total | DEF 14A | 2026-03-04 | 0001193125-26-089938 | CEO total compensation as printed in A. O. Smith's own proxy. As printed: 4,960,450. Filing ↗machine: t139 · r3 · c44 · span 652859–652868 |