MarketPeel
Insider Trading Intelligence
JS

James F. Stern

AOS
EXEC VP, GENERAL COUNSEL & SEC · SMITH A O CORP · CIK 0001399737
FILING MIX · LIFETIME48%/52%
BUYS
28
SELLS
30
TOTAL VALUE
$12.76M
COMPANIES
2
ACTIVE SINCE
Feb 2020
HOLDINGS NOW
110,098
AVG SELL PX
$69.97
TRADE KIND
SHOWING 58 / 58
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
5 backtested trades · 8 horizons · 2 pending
Forward-return performance of every backtestable P/S trade by James F. Stern, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d5+0.00%+3.20%+1.21%+1.99%+2.58%
14d5+20.00%+2.03%+1.26%+0.77%+1.05%
30d5+20.00%+3.78%+3.34%+0.44%+1.50%
60d5+0.00%+4.89%+6.21%-1.32%-3.07%
90d5+40.00%+4.35%+9.75%-5.39%-3.51%
180d5+0.00%+15.30%+14.55%+0.75%-0.96%
1y5(1 pending)+50.00%+9.19%+26.79%-17.61%-25.11%
2y5(1 pending)+50.00%-1.83%+32.23%-34.06%-34.65%
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
AOS · 101,547 shares · as of Feb 13, 2026
048,85497,708146,561195,415202120222023202420252026SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2020
2020
2020
2020
2021
2021
2021
2021
2022
2022
2022
2022
2023
2023
2023
2023
2024
2024
2024
2024
2025
2025
2025
2025
2026
2026
FLOW · 28 buys / 30 sellsCOVERAGE · 26 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
BMI
BADGER METER INC
PURCHASEGRANT
Stock grant
952$122.96$117.1K8,551Apr 27, 2026Apr 29, 2026View →
AOS
SMITH A O CORP
SALE
Exec VP, Corp Dev, Strat & Sec
3,220$79.89$257.2K99,914Feb 13, 2026Feb 17, 2026View →
AOS
SMITH A O CORP
SALE
Exec VP, Corp Dev, Strat & Sec
6,8500Feb 13, 2026Feb 17, 2026View →
AOS
SMITH A O CORP
PURCHASE
Exec VP, Corp Dev, Strat & Sec
6,850103,134Feb 13, 2026Feb 17, 2026View →
AOS
SMITH A O CORP
PURCHASEGRANT
Stock grant
1,633$79.89$130.5K101,547Feb 13, 2026Feb 17, 2026View →
AOS
SMITH A O CORP
PURCHASEGRANT
Stock grant
7,01528,365Feb 9, 2026Feb 11, 2026View →
AOS
SMITH A O CORP
SALEGRANT
Gift
2,50096,284Dec 1, 2025Dec 2, 2025View →
AOS
SMITH A O CORP
SALE
Exec VP, General Counsel & Sec
17,434$71.24$1.24M98,784Aug 7, 2025Aug 7, 2025View →
AOS
SMITH A O CORP
SALEGRANT
Gift
1,186116,218Jun 4, 2025Jun 4, 2025View →
BMI
BADGER METER INC
PURCHASEGRANT
Stock grant
494$215.78$106.6K7,599Apr 28, 2025Apr 29, 2025View →
AOS
SMITH A O CORP
PURCHASEGRANT
Stock grant
8,20521,350Feb 10, 2025Feb 11, 2025View →
AOS
SMITH A O CORP
SALE
Exec VP, General Counsel & Sec
3,8900Feb 7, 2025Feb 11, 2025View →
AOS
SMITH A O CORP
PURCHASE
Exec VP, General Counsel & Sec
3,890119,324Feb 7, 2025Feb 11, 2025View →
AOS
SMITH A O CORP
SALE
Exec VP, General Counsel & Sec
1,920$65.65$126.0K117,404Feb 7, 2025Feb 11, 2025View →
AOS
SMITH A O CORP
SALEGRANT
Gift
6,680115,434Jul 31, 2024Jul 31, 2024View →
BMI
BADGER METER INC
PURCHASEGRANT
Stock grant
452$185.76$84.0K7,105Apr 29, 2024Apr 30, 2024View →
AOS
SMITH A O CORP
PURCHASEGRANT
Stock grant
6,11016,850Feb 12, 2024Feb 14, 2024View →
AOS
SMITH A O CORP
PURCHASEGRANT
Stock grant
6,29517,035Feb 12, 2024Mar 5, 2024View →
AOS
SMITH A O CORP
SALE
Exec VP, General Counsel & Sec
4,1250Feb 8, 2024Feb 9, 2024View →
AOS
SMITH A O CORP
PURCHASE
Exec VP, General Counsel & Sec
4,125124,125Feb 8, 2024Feb 9, 2024View →
AOS
SMITH A O CORP
SALE
Exec VP, General Counsel & Sec
2,011$80.28$161.4K122,114Feb 8, 2024Feb 9, 2024View →
AOS
SMITH A O CORP
SALE
Exec VP, General Counsel & Sec
8,118$73.00$592.6K120,000Nov 13, 2023Nov 13, 2023View →
AOS
SMITH A O CORP
SALE
Exec VP, General Counsel & Sec
8,118$72.00$584.5K128,118Nov 10, 2023Nov 13, 2023View →
AOS
SMITH A O CORP
SALEGRANT
Gift
6,220136,236Aug 8, 2023Aug 9, 2023View →
BMI
BADGER METER INC
PURCHASEGRANT
Stock grant
572$136.55$78.1K6,653May 1, 2023May 2, 2023View →
AOS
SMITH A O CORP
PURCHASEGRANT
Stock grant
6,85014,865Feb 13, 2023Feb 15, 2023View →
AOS
SMITH A O CORP
SALE
Exec VP, General Counsel & Sec
5,9158,015Feb 10, 2023Feb 14, 2023View →
AOS
SMITH A O CORP
PURCHASE
Exec VP, General Counsel & Sec
5,915145,317Feb 10, 2023Feb 14, 2023View →
AOS
SMITH A O CORP
SALE
Exec VP, General Counsel & Sec
2,861$65.80$188.3K142,456Feb 10, 2023Feb 14, 2023View →
BMI
BADGER METER INC
PURCHASEGRANT
Stock grant
767$80.44$61.7K6,081May 2, 2022May 4, 2022View →
AOS
SMITH A O CORP
PURCHASE
Exec VP, General Counsel & Sec
4,910$71.72$352.1K150,275Feb 11, 2022Feb 15, 2022View →
AOS
SMITH A O CORP
SALE
Exec VP, General Counsel & Sec
2,308$71.72$165.5K147,967Feb 11, 2022Feb 15, 2022View →
AOS
SMITH A O CORP
SALE
Exec VP, General Counsel & Sec
4,91013,930Feb 11, 2022Feb 15, 2022View →
AOS
SMITH A O CORP
PURCHASEGRANT
Stock grant
3,89018,840Feb 7, 2022Feb 9, 2022View →
AOS
SMITH A O CORP
PURCHASEGRANT
Stock grant
16,410118,215Feb 7, 2022Feb 9, 2022View →
AOS
SMITH A O CORP
SALEGRANT
Gift
750145,365Nov 30, 2021Feb 9, 2022View →
AOS
SMITH A O CORP
SALEGRANT
Gift
5,000146,115Nov 22, 2021Feb 9, 2022View →
BMI
BADGER METER INC
PURCHASEGRANT
Stock grant
635$92.40$58.7K5,314May 3, 2021May 4, 2021View →
AOS
SMITH A O CORP
SALE
Exec VP, General Counsel & Sec
44,300$70.15$3.11M110,199May 3, 2021May 4, 2021View →
AOS
SMITH A O CORP
SALE
Exec VP, General Counsel & Sec
21,260128,845May 3, 2021May 13, 2021View →
AOS
SMITH A O CORP
SALE
Exec VP, General Counsel & Sec
23,040101,805May 3, 2021May 13, 2021View →
AOS
SMITH A O CORP
SALE
Exec VP, General Counsel & Sec
44,300$70.15$3.11M151,115May 3, 2021May 13, 2021View →
AOS
SMITH A O CORP
PURCHASE
Exec VP, General Counsel & Sec
23,040$31.67$729.7K195,415May 3, 2021May 13, 2021View →
AOS
SMITH A O CORP
PURCHASE
Exec VP, General Counsel & Sec
21,260$30.77$654.1K172,375May 3, 2021May 13, 2021View →
AOS
SMITH A O CORP
SALE
Exec VP, General Counsel & Sec
1,758$60.65$106.6K151,115Feb 12, 2021Feb 17, 2021View →
AOS
SMITH A O CORP
SALE
Exec VP, General Counsel & Sec
3,74014,950Feb 12, 2021Feb 17, 2021View →
AOS
SMITH A O CORP
PURCHASEGRANT
Stock grant
3,740$60.65$226.8K152,873Feb 12, 2021Feb 17, 2021View →
AOS
SMITH A O CORP
PURCHASEGRANT
Stock grant
4,12518,690Feb 8, 2021Feb 10, 2021View →
AOS
SMITH A O CORP
PURCHASEGRANT
Stock grant
17,900146,105Feb 8, 2021Feb 10, 2021View →
AOS
SMITH A O CORP
SALEGRANT
Gift
1,750149,133Dec 4, 2020Feb 10, 2021View →
AOS
SMITH A O CORP
SALE
Exec VP, General Counsel & Sec
3,650$56.15$205.0K154,499Nov 16, 2020Nov 20, 2020View →
AOS
SMITH A O CORP
SALEGRANT
Gift
3,616150,883Jun 10, 2020Feb 10, 2021View →
BMI
BADGER METER INC
PURCHASEGRANT
Stock grant
1,021$58.82$60.1K4,679Apr 27, 2020Apr 28, 2020View →
AOS
SMITH A O CORP
PURCHASEGRANT
Stock grant
3,945$43.96$173.4K159,993Feb 13, 2020Feb 18, 2020View →
AOS
SMITH A O CORP
SALE
Exec VP, General Counsel & Sec
1,855$43.96$81.5K158,138Feb 13, 2020Feb 18, 2020View →
AOS
SMITH A O CORP
SALE
Exec VP, General Counsel & Sec
3,94514,565Feb 13, 2020Feb 18, 2020View →
AOS
SMITH A O CORP
PURCHASEGRANT
Stock grant
30,775128,205Feb 10, 2020Feb 12, 2020View →
AOS
SMITH A O CORP
PURCHASEGRANT
Stock grant
5,91518,510Feb 10, 2020Feb 12, 2020View →
Other insiders · AOS
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About this filer
CIK 0001399737
ROLE
Exec VP, General Counsel & Sec
PRIMARY
AOS
COMPANIES
2
ACTIVE SINCE
Feb 2020
MARKETPEEL · /INSIDER/0001399737DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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