| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
Director | Executive VP, Corp Dev, Strat & Sec | Executive VP, General Counsel & Sec
2 companies
James F Stern is Executive VP, Corp Dev, Strat & Sec at AOS and has filed Form 4s across 2 companies. James F Stern's net worth is not public. Form 4 filings only show shares in the companies where this person is an insider; those holdings are worth an estimated $7.9M at current prices.
Historically, James F Stern's trades have earned a middling insider score of 54/100 across 4 rated trades. Over a 12-month horizon, 75.0% of those trades were profitable, with an average 12-month return of +5.4%.
The biggest single holding is AOS (~$6.5M) as Executive VP, Corp Dev, Strat & Sec. The AOS filings lean toward selling, a net 161,126 shares.
James F Stern has 45 Form 4 filings on record from February 2015 to April 2026, across 2 companies: Director at Badger Meter (BMI), 2017–2026; Executive VP, Corp Dev, Strat & Sec at Smith A O (AOS), 2015–2026.
The 92 reported transactions were 21 option or other derivative awards, 17 gifts, 14 stock awards and 14 option exercises, plus smaller numbers of other types.
Counted by filing, the open-market trades come to no purchases and 11 sales worth about $10.4M.
The largest open-market sale was 44,300 shares of AOS at an average $70.15 on May 3, 2021, about $3.1M. Twelve months later AOS was down 15%.
Neither of the two sales since April 2023 was marked as made under a Rule 10b5-1 trading plan.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Aug 7, 2025 | AOS Smith A O Corp | Executive VP, General Counsel & Sec | Sell | 17,434 | $71.24 | $1,241,952.83 | -15.0% | -6.5% | -9.4% | |
| Nov 13, 2023 | AOS Smith A O Corp | Executive VP, General Counsel & Sec | Sell | 16,236 | $72.50 | $1,177,118.93 | -11.9% | +10.8% | -0.3% | |
| May 3, 2021 | AOS Smith A O Corp | Executive VP, General Counsel & Sec | Sell | 44,300 | $70.15 | $3,107,742.46 | -28.7% | -0.3% | -14.5% | |
| Nov 16, 2020 | AOS Smith A O Corp | Executive VP, General Counsel & Sec | Sell | 3,650 | $56.15 | $204,952.25 | -2.3% | - | - | |
| Nov 29, 2017 | AOS Smith A O Corp | Executive VP, General Counsel & Sec | Sale+OE | 12,423 | $62.28 | $773,669.66 | -7.8% | - | - | |
| May 25, 2017 | AOS Smith A O Corp | Executive VP, General Counsel & Sec | Sale+OE | 25,200 | $54.45 | $1,372,124.88 | -14.3% | - | - | |
| Nov 14, 2016 | AOS Smith A O Corp | Executive VP, General Counsel & Sec | Sell | 20,000 | $47.69 | $953,712.00 | -11.8% | - | - | |
| Feb 12, 2016 | AOS Smith A O Corp | Executive VP, General Counsel & Sec | Sale+OE | 2,104 | $65.76 | $138,356.52 | -2.4% | - | - | |
| Nov 30, 2015 | AOS Smith A O Corp | Executive VP, General Counsel & Sec | Sale+OE | 4,100 | $80.39 | $329,613.35 | -4.7% | - | - | |
| Feb 18, 2015 | AOS Smith A O Corp | Executive VP, General Counsel & Sec | Sale+OE | 2,263 | $62.21 | $140,786.21 | -2.8% | - | - |