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RH

Robert J. Heideman

AOS
SENIOR VP, CTO · SMITH A O CORP · CIK 0001507959
FILING MIX · LIFETIME39%/61%
BUYS
22
SELLS
35
TOTAL VALUE
$7.80M
COMPANIES
1
ACTIVE SINCE
May 2019
HOLDINGS NOW
10,200
AVG SELL PX
$71.45
TRADE KIND
SHOWING 57 / 57
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
8 backtested trades · 8 horizons · 1 pending
Forward-return performance of every backtestable P/S trade by Robert J. Heideman, 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
7d8+62.50%-0.39%+0.05%-0.44%-0.62%—
14d8+50.00%+0.44%-0.21%+0.65%+0.54%—
30d8+37.50%+2.42%+0.07%+2.36%+2.16%—
60d8+50.00%+1.72%+0.50%+1.22%-0.17%—
90d8+37.50%+3.66%+3.38%+0.28%-0.43%—
180d8+12.50%+6.76%+9.27%-2.50%-4.00%—
1y8+50.00%+4.51%+14.70%-10.19%-6.63%—
2y8(1 pending)+57.14%-1.67%+23.25%-24.91%-4.16%—
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 · 10,200 shares · as of Feb 10, 2025
014,90529,81144,71659,621202020212022202320242025SHARES HELD
Trading cadence · quarterly flow
BUY ● SELL ●
2019
2019
2019
2020
2020
2020
2020
2021
2021
2021
2021
2022
2022
2022
2022
2023
2023
2023
2023
2024
2024
2024
2024
2025
FLOW · 22 buys / 35 sellsCOVERAGE · 24 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
AOS
SMITH A O CORP
PURCHASEGRANT
Stock grant
3,815——10,200Feb 10, 2025Feb 11, 2025 ↗View →
AOS
SMITH A O CORP
PURCHASE
Senior VP, CTO
1,960——9,915Feb 7, 2025Feb 11, 2025 ↗View →
AOS
SMITH A O CORP
SALE
Senior VP, CTO
1,026$65.65$67.4K8,889Feb 7, 2025Feb 11, 2025 ↗View →
AOS
SMITH A O CORP
SALE
Senior VP, CTO
1,960——0Feb 7, 2025Feb 11, 2025 ↗View →
AOS
SMITH A O CORP
SALEGRANT
Gift
1,500——7,955Nov 18, 2024Nov 22, 2024 ↗View →
AOS
SMITH A O CORP
SALE
Senior VP, CTO
9,890$84.63$837.0K9,455Mar 5, 2024Mar 5, 2024 ↗View →
AOS
SMITH A O CORP
SALE
Senior VP, CTO
9,890——0Mar 5, 2024Mar 5, 2024 ↗View →
AOS
SMITH A O CORP
PURCHASE
Senior VP, CTO
9,890$60.82$601.5K19,345Mar 5, 2024Mar 5, 2024 ↗View →
AOS
SMITH A O CORP
SALEGRANT
Gift
1,585——9,455Feb 15, 2024Mar 5, 2024 ↗View →
AOS
SMITH A O CORP
PURCHASEGRANT
Stock grant
2,960——8,345Feb 12, 2024Feb 14, 2024 ↗View →
AOS
SMITH A O CORP
PURCHASE
Senior VP, CTO
2,280——12,192Feb 8, 2024Feb 9, 2024 ↗View →
AOS
SMITH A O CORP
SALE
Senior VP, CTO
1,152$80.28$92.5K11,040Feb 8, 2024Feb 9, 2024 ↗View →
AOS
SMITH A O CORP
SALE
Senior VP, CTO
2,280——0Feb 8, 2024Feb 9, 2024 ↗View →
AOS
SMITH A O CORP
SALE
Senior VP, CTO
4,622——0Nov 14, 2023Nov 14, 2023 ↗View →
AOS
SMITH A O CORP
PURCHASE
Senior VP, CTO
4,622$49.42$228.4K14,534Nov 14, 2023Nov 14, 2023 ↗View →
AOS
SMITH A O CORP
SALE
Senior VP, CTO
4,622$75.69$349.8K9,912Nov 14, 2023Nov 14, 2023 ↗View →
AOS
SMITH A O CORP
SALEGRANT
Gift
1,500——9,912May 11, 2023May 12, 2023 ↗View →
AOS
SMITH A O CORP
SALE
Senior VP, CTO
12,283——32,887Feb 15, 2023Feb 15, 2023 ↗View →
AOS
SMITH A O CORP
PURCHASE
Senior VP, CTO
12,283$42.39$520.7K23,695Feb 15, 2023Feb 15, 2023 ↗View →
AOS
SMITH A O CORP
SALE
Senior VP, CTO
12,283$67.31$826.8K11,412Feb 15, 2023Feb 15, 2023 ↗View →
AOS
SMITH A O CORP
PURCHASEGRANT
Stock grant
3,425——7,665Feb 13, 2023Feb 15, 2023 ↗View →
AOS
SMITH A O CORP
SALE
Senior VP, CTO
3,540——4,240Feb 10, 2023Feb 14, 2023 ↗View →
AOS
SMITH A O CORP
PURCHASE
Senior VP, CTO
3,540——13,167Feb 10, 2023Feb 14, 2023 ↗View →
AOS
SMITH A O CORP
SALE
Senior VP, CTO
1,755$65.80$115.5K11,412Feb 10, 2023Feb 14, 2023 ↗View →
AOS
SMITH A O CORP
PURCHASE
Senior VP, CTO
3,040$71.72$218.0K11,056Feb 11, 2022Feb 15, 2022 ↗View →
AOS
SMITH A O CORP
SALE
Senior VP, CTO
3,040——7,780Feb 11, 2022Feb 15, 2022 ↗View →
AOS
SMITH A O CORP
SALE
Senior VP, CTO
1,429$71.72$102.5K9,627Feb 11, 2022Feb 15, 2022 ↗View →
AOS
SMITH A O CORP
PURCHASEGRANT
Stock grant
1,960——10,820Feb 7, 2022Feb 9, 2022 ↗View →
AOS
SMITH A O CORP
PURCHASEGRANT
Stock grant
8,270——45,170Feb 7, 2022Feb 9, 2022 ↗View →
AOS
SMITH A O CORP
SALEGRANT
Gift
1,350——8,016Nov 10, 2021Feb 9, 2022 ↗View →
AOS
SMITH A O CORP
PURCHASE
Senior VP, CTO
9,243$49.42$456.8K18,609Nov 8, 2021Nov 9, 2021 ↗View →
AOS
SMITH A O CORP
SALE
Senior VP, CTO
9,243$77.49$716.3K9,366Nov 8, 2021Nov 9, 2021 ↗View →
AOS
SMITH A O CORP
SALE
Senior VP, CTO
9,243——36,900Nov 8, 2021Nov 9, 2021 ↗View →
AOS
SMITH A O CORP
PURCHASE
Senior VP, CTO
6,142$42.39$260.4K16,152May 5, 2021May 6, 2021 ↗View →
AOS
SMITH A O CORP
SALE
Senior VP, CTO
6,142——46,143May 5, 2021May 6, 2021 ↗View →
AOS
SMITH A O CORP
SALE
Senior VP, CTO
6,142$70.71$434.3K10,010May 5, 2021May 6, 2021 ↗View →
AOS
SMITH A O CORP
PURCHASE
Senior VP CTO
6,142$42.39$260.4K15,508May 5, 2021May 12, 2021 ↗View →
AOS
SMITH A O CORP
SALE
Senior VP CTO
6,142$70.71$434.3K9,366May 5, 2021May 12, 2021 ↗View →
AOS
SMITH A O CORP
SALEGRANT
Gift
644——9,366Mar 2, 2021May 12, 2021 ↗View →
AOS
SMITH A O CORP
SALE
Senior VP, CTO
1,143$60.65$69.3K10,010Feb 12, 2021Feb 17, 2021 ↗View →
AOS
SMITH A O CORP
PURCHASEGRANT
Stock grant
2,430$60.65$147.4K11,153Feb 12, 2021Feb 17, 2021 ↗View →
AOS
SMITH A O CORP
SALE
Senior VP, CTO
2,430——8,860Feb 12, 2021Feb 17, 2021 ↗View →
AOS
SMITH A O CORP
SALE
Senior VP, CTO
7,336——52,285Feb 10, 2021Feb 10, 2021 ↗View →
AOS
SMITH A O CORP
PURCHASE
Senior VP, CTO
7,336$50.16$368.0K16,059Feb 10, 2021Feb 10, 2021 ↗View →
AOS
SMITH A O CORP
SALE
Senior VP, CTO
7,336$61.02$447.6K8,723Feb 10, 2021Feb 10, 2021 ↗View →
AOS
SMITH A O CORP
PURCHASEGRANT
Stock grant
9,890——59,621Feb 8, 2021Feb 10, 2021 ↗View →
AOS
SMITH A O CORP
PURCHASEGRANT
Stock grant
2,280——11,290Feb 8, 2021Feb 10, 2021 ↗View →
AOS
SMITH A O CORP
SALE
Senior VP CTO
1,000$56.37$56.4K8,723Nov 30, 2020Dec 1, 2020 ↗View →
AOS
SMITH A O CORP
SALEGRANT
Gift
2,038——9,723Oct 30, 2020Dec 1, 2020 ↗View →
AOS
SMITH A O CORP
SALEGRANT
Gift
757——11,761Mar 2, 2020Dec 1, 2020 ↗View →
AOS
SMITH A O CORP
SALE
Senior VP, CTO
1,345$43.96$59.1K12,518Feb 13, 2020Feb 18, 2020 ↗View →
AOS
SMITH A O CORP
PURCHASEGRANT
Stock grant
2,860$43.96$125.7K13,863Feb 13, 2020Feb 18, 2020 ↗View →
AOS
SMITH A O CORP
SALE
Senior VP, CTO
2,860——9,010Feb 13, 2020Feb 18, 2020 ↗View →
AOS
SMITH A O CORP
PURCHASEGRANT
Stock grant
3,540——11,870Feb 10, 2020Feb 12, 2020 ↗View →
AOS
SMITH A O CORP
PURCHASEGRANT
Stock grant
18,425——49,731Feb 10, 2020Feb 12, 2020 ↗View →
AOS
SMITH A O CORP
SALEGRANT
Gift
1,200——11,003Oct 30, 2019Feb 12, 2020 ↗View →
AOS
SMITH A O CORP
SALEGRANT
Gift
1,159——12,203May 10, 2019Feb 12, 2020 ↗View →
Other insiders · AOS
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About this filer
CIK 0001507959
ROLE
Senior VP, CTO
PRIMARY
AOS
COMPANIES
1
ACTIVE SINCE
May 2019
MARKETPEEL · /INSIDER/0001507959DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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