Stephen M. Shafer was named Executive Chairman of Smith A O Corp, succeeding Kevin J. Wheeler. As of November 6, 2026, Smith A O Corp has reported 2 leadership change filings to the SEC under Item 5.02 of Form 8-K, from May 19, 2026 to June 22, 2026, naming 1 appointment and 1 departure (Form 8-K, June 22, 2026).
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Smith A O Corp reported changes in 2 filings among its directors and officers to the SEC on Form 8-K, Item 5.02, from 2026-05-19 to 2026-06-22. They name 2 people, with 1 appointment and 1 departure. Every row below is cited to the filing it comes from, and this page adds each new change as Smith A O Corp files it.
Also on the record for Smith A O Corp
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| August 7, 2026 | Stake report, Schedule 13G/A, by FMR LLC | 10.7% of the class | 5%+ stakes | Source |
| August 6, 2026 | Stake report, Schedule 13G/A, by FMR LLC | 9.3% of the class | 5%+ stakes | Source |
| May 6, 2026 | Stake report, Schedule 13G/A, by FMR LLC | 7.1% of the class | 5%+ stakes | Source |
| April 29, 2026 | Stake report, Schedule 13G, by Vanguard Capital Management | 7.39% of the class | 5%+ stakes | Source |
| April 28, 2026 | Stake report, Schedule 13G, by Vanguard Portfolio Management | 6.32% of the class | 5%+ stakes | Source |
| March 25, 2026 | Stake report, Schedule 13G/A, by The Vanguard Group | — | 5%+ stakes | Source |
| February 9, 2026 | Stake report, Schedule 13G, by STATE STREET CORPORATION | 5.2% of the class | 5%+ stakes | Source |
| February 5, 2026 | Stake report, Schedule 13G, by FMR LLC | 5.1% of the class | 5%+ stakes | Source |
| November 10, 2025 | Stake report, Schedule 13G, by STATE STREET CORPORATION | 4.8% of the class | 5%+ stakes | Source |
| October 30, 2025 | Stake report, Schedule 13G/A, by The Vanguard Group | 12.61% of the class | 5%+ stakes | Source |
| July 16, 2025 | Stake report, Schedule 13G/A, by BlackRock, Inc. | 6% of the class | 5%+ stakes | Source |
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Smith A O Corp elsewhere on the record
Companies that share a holder
- STATE STREET CORPORATION also filed stake reports on 343 other companies: TRADE DESK INC/THE (Oct 2026), CENTRUS ENERGY CORP (Sep 2026), ACADIA PHARMACEUTICALS INC (Aug 2026)
- FMR LLC also filed stake reports on 761 other companies: ASPEN NEUROSCIENCE INC (Nov 2026), AVALO THERAPEUTICS INC (Nov 2026), BRAZE INC (Nov 2026)
- Vanguard Portfolio Management also filed stake reports on 941 other companies: Newmark Group Inc (Nov 2026), A10 Networks Inc (Oct 2026), ADT Inc (Oct 2026)
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Timeline
| Filed | In / out | Person | Role | Effective | Source |
|---|---|---|---|---|---|
| 2026-06-22 | Out | Executive Chairman | 2026-07-01 | 8-K, 2026-06-22 | |
| 2026-06-22 | In | Executive Chairman | 8-K, 2026-06-22 | ||
| 2026-05-19 | Reported | not named in the filing | 8-K, 2026-05-19 |
Who leads Smith A O Corp, as last reported?
For each role that changed in the filings below, the most recent change reported. A role that did not change in these filings is not listed.
- Executive Chairman: Kevin J. Wheeler, departure reported, effective 2026-07-01 (filed 2026-06-22). No successor is named in these filings.
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Find candidates like Executive Chairman at Smith A O CorpEvery change, in the filing's words
Departing: Kevin J. Wheeler, Executive Chairman, effective 2026-07-01
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.
Appointed: Stephen M. Shafer, Executive Chairman
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. Wheeler will remain a member of the Board of Directors.
- 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.
Reported
She will succeed Charles T. Lauber, who has decided to retire from the Company.
- 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.
- 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. Anderson served as executive vice president and chief financial officer at Integra LifeSciences, a leading global medical technology company, from June 2019 to January 2023.
- She previously held senior finance leadership roles at Dover Corporation and Delphi Corporation.
- Anderson began her career as an engineer with General Motors.
- Such compensation and benefit plans and arrangements are described in the Company's Definitive Proxy Statement on Schedule 14A filed with the Securities and Exchange Commission on March 4, 2026.
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Where this comes from
A public company must file a current report on Form 8-K with the SEC within four business days when a director leaves or is elected, or when its chief executive, chief financial, chief accounting or chief operating officer, or another named executive, departs or is appointed. That disclosure goes under Item 5.02 of the report.
Every change on this page is taken from one of those filings and quoted in the company's own words, with a link to the filing, so it can be checked at the source. Where a filing names the person, the role and the date a change takes effect, they are shown beside the quote. Where it does not, the quote stands on its own. A filing states what changed; it rarely states why, and neither does this page.