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WSO

WATSCO INC

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Tapewire entity
3422
SEC CIK
0000105016
Parsed reports
271

Last 12 months

Inside the activity.

0 purchase rows · 0 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202600
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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
October 09, 2026 Filed Oct 13, 2026 20:26 UTC
LOGAN BARRY SDirector · Executive Vice President
GrantCommon stock 3,573 $279.90 $1,000,082.70
Disclosure

SEC source: 0001193125-26-420477 · ownership.xml · nonDerivative · entry 3

LOGAN BARRY S · CIK 0001243209 · Director · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,573

F2 · ownership.direct: Award of stock pursuant to Watsco, Inc. Restricted Stock Agreement.

Read SEC document
October 09, 2026 Filed Oct 13, 2026 20:20 UTC
Nahmad Aaron JDirector · President
GrantCommon stock 16,078 $279.90 $4,500,232.20
Disclosure

SEC source: 0001193125-26-420464 · ownership.xml · nonDerivative · entry 4

Nahmad Aaron J · CIK 0001496535 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,078

F2 · ownership.direct: Award of stock pursuant to Watsco, Inc. Restricted Stock Agreement.

Read SEC document
March 11, 2026 Filed Mar 13, 2026 20:21 UTC
MENENDEZ ANA MCFO / Treasurer
OtherCommon stock 25 $336.95 $8,423.75
Disclosure

SEC source: 0001193125-26-106222 · ownership.xml · nonDerivative · entry 1

MENENDEZ ANA M · CIK 0001243207 · CFO / Treasurer

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 1,573

F1 · ownership.nature: Ownership in Watsco, Inc. Profit Sharing Retirement Plan and Trust.

Read SEC document
March 11, 2026 Filed Mar 13, 2026 20:18 UTC
LOGAN BARRY SDirector · Executive Vice President
OtherCommon stock 19 $336.95 $6,402.05
Disclosure

SEC source: 0001193125-26-106207 · ownership.xml · nonDerivative · entry 1

LOGAN BARRY S · CIK 0001243209 · Director · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 1,802

F1 · ownership.nature: Ownership in Watsco, Inc. Profit Sharing Retirement Plan and Trust.

Read SEC document
March 11, 2026 Filed Mar 13, 2026 20:17 UTC
Nahmad Aaron JDirector · President
OtherCommon stock 25 $336.95 $8,423.75
Disclosure

SEC source: 0001193125-26-106203 · ownership.xml · nonDerivative · entry 3

Nahmad Aaron J · CIK 0001496535 · Director · President

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 526

F1 · ownership.nature: Ownership in Watsco, Inc. Profit Sharing Retirement Plan and Trust.

Read SEC document
March 11, 2026 Filed Mar 13, 2026 20:17 UTC
NAHMAD ALBERT HDirector · Chairman and CEO
OtherCommon stock 25 $336.95 $8,423.75
Disclosure

SEC source: 0001193125-26-106200 · ownership.xml · nonDerivative · entry 1

NAHMAD ALBERT H · CIK 0001243203 · Director · Chairman and CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 92

F1 · ownership.nature: Ownership in Watsco, Inc. Profit Sharing Retirement Plan and Trust.

Read SEC document
January 07, 2026 Filed Jan 9, 2026 21:12 UTC
Nahmad Aaron JDirector · President
GrantClass B Common stock · Derivative 13,955 $338.85 $4,728,651.75
Disclosure

SEC source: 0001193125-26-008930 · ownership.xml · derivative · entry 4

Nahmad Aaron J · CIK 0001496535 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 305,993

Underlying: Class B Common stock · 13,955 shares

Expires not disclosed

F2 · derivative.exercise_price: The Class B Common Stock is convertible into Common Stock at any time on a one-for-one basis and has no expiration date.

F2 · derivative.exercise_date: The Class B Common Stock is convertible into Common Stock at any time on a one-for-one basis and has no expiration date.

F2 · derivative.expiration_date: The Class B Common Stock is convertible into Common Stock at any time on a one-for-one basis and has no expiration date.

F3 · ownership.direct: Award of stock pursuant to Watsco, Inc. Restricted Stock Agreement.

Read SEC document
December 12, 2025 Filed Dec 16, 2025 21:12 UTC Exercise / conversionStock Option (right to buy) · Derivative 1,000 $250.84 Strike: $250.84 $250,840.00
Disclosure

SEC source: 0001193125-25-320867 · ownership.xml · derivative · entry 3

Lopez-Blazquez Ana · CIK 0001979680 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common stock · 1,000 shares

Expires 2026-03-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_date: The options vested March 1, 2023.

Read SEC document
December 12, 2025 Filed Dec 16, 2025 21:12 UTC Tax withholdingCommon stock 707 $354.61 $250,709.27
Disclosure

SEC source: 0001193125-25-320867 · ownership.xml · nonDerivative · entry 2

Lopez-Blazquez Ana · CIK 0001979680 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 293

Read SEC document
December 12, 2025 Filed Dec 16, 2025 21:12 UTC Exercise / conversionCommon stock 1,000 $250.84 $250,840.00
Disclosure

SEC source: 0001193125-25-320867 · ownership.xml · nonDerivative · entry 1

Lopez-Blazquez Ana · CIK 0001979680 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
December 05, 2025 Filed Dec 9, 2025 21:15 UTC GiftCommon stock 269 $0.00 $0.00
Disclosure

SEC source: 0001193125-25-312754 · ownership.xml · nonDerivative · entry 1

Dickins Denise · CIK 0001333730 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,638

Read SEC document
July 24, 2025 Filed Jul 28, 2025 20:19 UTC GrantStock Option (right to buy) · Derivative 1,000 $484.69 Strike: $484.69 $484,690.00
Disclosure

SEC source: 0000950170-25-099192 · ownership.xml · derivative · entry 4

Tapella Gary L · CIK 0001361313 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,000

Underlying: Common stock · 1,000 shares

Expires 2030-07-24

F3 · derivative.exercise_date: The options vest 33 1/3% on July 24, 2025, July 24, 2026 and July 24, 2027, respectively.

Read SEC document
June 10, 2025 Filed Jun 12, 2025 20:19 UTC SaleCommon stock 2,200 $448.27 $986,194.00
Disclosure

SEC source: 0000950170-25-085407 · ownership.xml · nonDerivative · entry 1

Custer John Michael · CIK 0001762659 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,552

Read SEC document
May 15, 2025 Filed May 16, 2025 20:16 UTC GiftCommon stock 191 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-073564 · ownership.xml · nonDerivative · entry 1

Dickins Denise · CIK 0001333730 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,907

Read SEC document
May 12, 2025 Filed May 13, 2025 20:12 UTC Exercise / conversionStock Option (right to buy) · Derivative 4,500 $175.07 Strike: $175.07 $787,815.00
Disclosure

SEC source: 0000950170-25-070361 · ownership.xml · derivative · entry 4

Dickins Denise · CIK 0001333730 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common stock · 4,500 shares

Expires 2025-06-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_date: The options vested June 1, 2022.

Read SEC document
May 12, 2025 Filed May 13, 2025 20:12 UTC Tax withholdingCommon stock 1,624 $484.84 $787,380.16
Disclosure

SEC source: 0000950170-25-070361 · ownership.xml · nonDerivative · entry 3

Dickins Denise · CIK 0001333730 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,876

Read SEC document
May 12, 2025 Filed May 13, 2025 20:12 UTC Exercise / conversionCommon stock 4,500 $175.07 $787,815.00
Disclosure

SEC source: 0000950170-25-070361 · ownership.xml · nonDerivative · entry 2

Dickins Denise · CIK 0001333730 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
March 13, 2025 Filed Mar 17, 2025 20:14 UTC
LOGAN BARRY SDirector · Executive Vice President
OtherCommon stock 13 $473.89 $6,160.57
Disclosure

SEC source: 0000950170-25-040269 · ownership.xml · nonDerivative · entry 1

LOGAN BARRY S · CIK 0001243209 · Director · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 1,783

F1 · ownership.nature: Ownership in Watsco, Inc. Profit Sharing Retirement Plan and Trust.

Read SEC document
March 13, 2025 Filed Mar 17, 2025 20:13 UTC
MENENDEZ ANA MCFO / Treasurer
OtherCommon stock 18 $473.89 $8,530.02
Disclosure

SEC source: 0000950170-25-040262 · ownership.xml · nonDerivative · entry 1

MENENDEZ ANA M · CIK 0001243207 · CFO / Treasurer

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 1,548

F1 · ownership.nature: Ownership in Watsco, Inc. Profit Sharing Retirement Plan and Trust.

Read SEC document
March 13, 2025 Filed Mar 17, 2025 20:12 UTC
NAHMAD ALBERT HDirector · Chairman and CEO
OtherCommon stock 18 $473.89 $8,530.02
Disclosure

SEC source: 0000950170-25-040258 · ownership.xml · nonDerivative · entry 1

NAHMAD ALBERT H · CIK 0001243203 · Director · Chairman and CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 67

F1 · ownership.nature: Ownership in Watsco, Inc. Profit Sharing Retirement Plan and Trust.

Read SEC document
March 13, 2025 Filed Mar 17, 2025 20:11 UTC
Nahmad Aaron JDirector · President
OtherCommon stock 18 $473.89 $8,530.02
Disclosure

SEC source: 0000950170-25-040253 · ownership.xml · nonDerivative · entry 1

Nahmad Aaron J · CIK 0001496535 · Director · President

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 501

F1 · ownership.nature: Ownership in Watsco, Inc. Profit Sharing Retirement Plan and Trust.

Read SEC document
March 05, 2025 Filed Mar 7, 2025 21:21 UTC GrantStock Option (right to buy) · Derivative 1,500 $501.67 Strike: $501.67 $752,505.00
Disclosure

SEC source: 0000950170-25-035531 · ownership.xml · derivative · entry 7

ALVAREZ CESAR L · CIK 0001220297 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,500

Underlying: Common stock · 1,500 shares

Expires 2030-03-05

F2 · derivative.exercise_date: The options vest 33 1/3% on March 5, 2025, March 5, 2026 and March 5, 2027, respectively.

Read SEC document
March 05, 2025 Filed Mar 7, 2025 21:21 UTC Exercise / conversionStock Option (right to buy) · Derivative 2,500 $175.07 Strike: $175.07 $437,675.00
Disclosure

SEC source: 0000950170-25-035531 · ownership.xml · derivative · entry 6

ALVAREZ CESAR L · CIK 0001220297 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common stock · 2,500 shares

Expires 2025-06-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_date: The options vested June 1, 2022.

Read SEC document
March 05, 2025 Filed Mar 7, 2025 21:21 UTC Exercise / conversionCommon stock 400 $175.07 $70,028.00
Disclosure

SEC source: 0000950170-25-035531 · ownership.xml · nonDerivative · entry 5

ALVAREZ CESAR L · CIK 0001220297 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 400

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
March 05, 2025 Filed Mar 7, 2025 21:21 UTC SaleCommon stock 1,421 $500.00 $710,500.00
Disclosure

SEC source: 0000950170-25-035531 · ownership.xml · nonDerivative · entry 4

ALVAREZ CESAR L · CIK 0001220297 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Read SEC document
March 05, 2025 Filed Mar 7, 2025 21:21 UTC Exercise / conversionCommon stock 1,421 $175.07 $248,774.47
Disclosure

SEC source: 0000950170-25-035531 · ownership.xml · nonDerivative · entry 3

ALVAREZ CESAR L · CIK 0001220297 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
March 05, 2025 Filed Mar 7, 2025 21:21 UTC SaleCommon stock 679 $498.92 $338,764.24
Disclosure

SEC source: 0000950170-25-035531 · ownership.xml · nonDerivative · entry 2

ALVAREZ CESAR L · CIK 0001220297 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Read SEC document
March 05, 2025 Filed Mar 7, 2025 21:21 UTC Exercise / conversionCommon stock 679 $175.07 $118,872.53
Disclosure

SEC source: 0000950170-25-035531 · ownership.xml · nonDerivative · entry 1

ALVAREZ CESAR L · CIK 0001220297 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
March 05, 2025 Filed Mar 7, 2025 21:17 UTC GrantStock Option (right to buy) · Derivative 1,500 $501.67 Strike: $501.67 $752,505.00
Disclosure

SEC source: 0000950170-25-035523 · ownership.xml · derivative · entry 3

Tapella Gary L · CIK 0001361313 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,500

Underlying: Common stock · 1,500 shares

Expires 2030-03-05

F2 · derivative.exercise_date: The options vest 33 1/3% on March 5, 2025, March 5, 2026 and March 5, 2027, respectively.

Read SEC document
March 01, 2025 Filed Mar 4, 2025 21:15 UTC
NAHMAD ALBERT HDirector · Chairman and CEO
GrantClass B Common stock · Derivative 10,000 $501.35 $5,013,500.00
Disclosure

SEC source: 0000950170-25-032043 · ownership.xml · derivative · entry 4

NAHMAD ALBERT H · CIK 0001243203 · Director · Chairman and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 160,385

Underlying: Class B Common stock · 10,000 shares

Expires not disclosed

F2 · derivative.exercise_price: The Class B Common Stock is convertible into Common Stock at any time on a one-for-one basis and has no expiration date.

F2 · derivative.exercise_date: The Class B Common Stock is convertible into Common Stock at any time on a one-for-one basis and has no expiration date.

F2 · derivative.expiration_date: The Class B Common Stock is convertible into Common Stock at any time on a one-for-one basis and has no expiration date.

F5 · ownership.direct: Reflects shares held by a trust over which Mr. Nahmad controls, which are subject to vesting restrictions.

Read SEC document
February 11, 2025 Filed Feb 13, 2025 21:28 UTC
Nahmad Aaron JDirector · President
GrantClass B Common stock · Derivative 569 $473.85 $269,620.65
Disclosure

SEC source: 0000950170-25-019931 · ownership.xml · derivative · entry 4

Nahmad Aaron J · CIK 0001496535 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 292,038

Underlying: Class B Common stock · 569 shares

Expires not disclosed

F2 · derivative.exercise_price: The Class B Common Stock is convertible into Common Stock at any time on a one-for-one basis and has no expiration date.

F2 · derivative.exercise_date: The Class B Common Stock is convertible into Common Stock at any time on a one-for-one basis and has no expiration date.

F2 · derivative.expiration_date: The Class B Common Stock is convertible into Common Stock at any time on a one-for-one basis and has no expiration date.

F3 · ownership.direct: Award of stock pursuant to Watsco, Inc. Restricted Stock Agreement.

Read SEC document
January 07, 2025 Filed Jan 10, 2025 22:03 UTC
Nahmad Aaron JDirector · President
GrantClass B Common stock · Derivative 10,639 $469.95 $4,999,798.05
Disclosure

SEC source: 0000950170-25-004282 · ownership.xml · derivative · entry 5

Nahmad Aaron J · CIK 0001496535 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,639

Underlying: Class B Common stock · 10,639 shares

Expires not disclosed

F2 · derivative.exercise_price: The Class B Common Stock is convertible into Common Stock at any time on a one-for-one basis and has no expiration date.

F2 · derivative.exercise_date: The Class B Common Stock is convertible into Common Stock at any time on a one-for-one basis and has no expiration date.

F2 · derivative.expiration_date: The Class B Common Stock is convertible into Common Stock at any time on a one-for-one basis and has no expiration date.

F3 · ownership.direct: Award of stock pursuant to Watsco, Inc. Restricted Stock Agreement.

Read SEC document
January 07, 2025 Filed Jan 10, 2025 22:03 UTC
Nahmad Aaron JDirector · President
GrantClass B Common stock · Derivative 8,698 $469.95 $4,087,625.10
Disclosure

SEC source: 0000950170-25-004282 · ownership.xml · derivative · entry 4

Nahmad Aaron J · CIK 0001496535 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 280,830

Underlying: Class B Common stock · 8,698 shares

Expires not disclosed

F2 · derivative.exercise_price: The Class B Common Stock is convertible into Common Stock at any time on a one-for-one basis and has no expiration date.

F2 · derivative.exercise_date: The Class B Common Stock is convertible into Common Stock at any time on a one-for-one basis and has no expiration date.

F2 · derivative.expiration_date: The Class B Common Stock is convertible into Common Stock at any time on a one-for-one basis and has no expiration date.

F3 · ownership.direct: Award of stock pursuant to Watsco, Inc. Restricted Stock Agreement.

Read SEC document
January 07, 2025 Filed Jan 10, 2025 22:00 UTC
NAHMAD ALBERT HDirector · Chairman and CEO
GrantClass B Common stock · Derivative 11,597 $469.95 $5,450,010.15
Disclosure

SEC source: 0000950170-25-004278 · ownership.xml · derivative · entry 4

NAHMAD ALBERT H · CIK 0001243203 · Director · Chairman and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 150,385

Underlying: Class B Common stock · 11,597 shares

Expires not disclosed

F2 · derivative.exercise_price: The Class B Common Stock is convertible into Common Stock at any time on a one-for-one basis and has no expiration date.

F2 · derivative.exercise_date: The Class B Common Stock is convertible into Common Stock at any time on a one-for-one basis and has no expiration date.

F2 · derivative.expiration_date: The Class B Common Stock is convertible into Common Stock at any time on a one-for-one basis and has no expiration date.

F5 · ownership.direct: Reflects shares held by a trust over which Mr. Nahmad controls, which are subject to vesting restrictions.

Read SEC document
December 18, 2024 Filed Dec 18, 2024 22:02 UTC
LOGAN BARRY SDirector · Executive Vice President
SaleCommon stock 10,998 $508.21 $5,589,293.58
Disclosure

SEC source: 0000950170-24-137977 · ownership.xml · nonDerivative · entry 3

LOGAN BARRY S · CIK 0001243209 · Director · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $508.00 to $508.42, inclusive. The reporting person undertakes to provide Watsco, any security holder of Watsco or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (2) to this Form 4.

Read SEC document
December 14, 2024 Filed Dec 18, 2024 22:02 UTC
LOGAN BARRY SDirector · Executive Vice President
Tax withholdingCommon stock 71,702 $509.75 $36,550,094.50
Disclosure

SEC source: 0000950170-24-137977 · ownership.xml · nonDerivative · entry 2

LOGAN BARRY S · CIK 0001243209 · Director · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,000

Read SEC document
September 03, 2024 Filed Sep 5, 2024 20:17 UTC GiftCommon stock 60 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-104009 · ownership.xml · nonDerivative · entry 1

Dickins Denise · CIK 0001333730 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,222

Read SEC document
August 05, 2024 Filed Aug 7, 2024 20:14 UTC GiftCommon stock 440 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-092802 · ownership.xml · nonDerivative · entry 1

Dickins Denise · CIK 0001333730 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,282

Read SEC document
June 06, 2024 Filed Jun 6, 2024 20:25 UTC Exercise / conversionStock Option (right to buy) · Derivative 1,666 $260.28 Strike: $260.28 $433,626.48
Disclosure

SEC source: 0000950170-24-069919 · ownership.xml · derivative · entry 3

Custer John Michael · CIK 0001762659 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common stock · 1,666 shares

Expires 2027-06-06

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_date: The options vested June 6, 2024.

Read SEC document
June 06, 2024 Filed Jun 6, 2024 20:25 UTC Exercise / conversionCommon stock 1,666 $260.28 $433,626.48
Disclosure

SEC source: 0000950170-24-069919 · ownership.xml · nonDerivative · entry 1

Custer John Michael · CIK 0001762659 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,666

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
May 10, 2024 Filed May 15, 2024 00:00 UTC
LOGAN BARRY SDirector · Executive Vice President
SaleCommon stock 774 $473.85 $366,759.28
Disclosure

SEC source: 0001209191-24-005645 · doc4.xml · nonDerivative · entry 1

LOGAN BARRY S · CIK 0001243209 · Director · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 1,770

F1 · ownership.nature: Ownership in Watsco, Inc. Profit Sharing Retirement Plan and Trust.

Read SEC document
May 09, 2024 Filed May 13, 2024 20:28 UTC Exercise / conversionStock Option (right to buy) · Derivative 3,334 $260.28 Strike: $260.28 $867,773.52
Disclosure

SEC source: 0001209191-24-005619 · doc4.xml · derivative · entry 9

Macdonald John Alexander · CIK 0001888910 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,666

Underlying: Common Stock · 3,334 shares

Expires 2027-06-06

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F5 · derivative.exercise_date: The options vest 33 1/3% on June 6, 2022, June 6, 2023 and June 6, 2024, respectively.

Read SEC document
May 09, 2024 Filed May 13, 2024 20:28 UTC Exercise / conversionStock Option (right to buy) · Derivative 1,000 $165.61 Strike: $165.61 $165,610.00
Disclosure

SEC source: 0001209191-24-005619 · doc4.xml · derivative · entry 8

Macdonald John Alexander · CIK 0001888910 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,000 shares

Expires 2024-09-09

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_date: The options vested September 9, 2021.

Read SEC document
May 09, 2024 Filed May 13, 2024 20:28 UTC SaleCommon stock 5 $467.83 $2,339.13
Disclosure

SEC source: 0001209191-24-005619 · doc4.xml · nonDerivative · entry 7

Macdonald John Alexander · CIK 0001888910 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F3 · price: The price reported in Column 8 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $467.60 to $468.03, inclusive. The reporting person undertakes to provide Watsco, any security holder of Watsco or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (4) to this Form 4.

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May 09, 2024 Filed May 13, 2024 20:28 UTC SaleCommon stock 647 $466.78 $302,003.81
Disclosure

SEC source: 0001209191-24-005619 · doc4.xml · nonDerivative · entry 6

Macdonald John Alexander · CIK 0001888910 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F2 · price: The price reported in Column 8 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $466.53 to $467.30, inclusive. The reporting person undertakes to provide Watsco, any security holder of Watsco or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (4) to this Form 4.

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May 09, 2024 Filed May 13, 2024 20:28 UTC SaleCommon stock 2,682 $465.75 $1,249,134.80
Disclosure

SEC source: 0001209191-24-005619 · doc4.xml · nonDerivative · entry 5

Macdonald John Alexander · CIK 0001888910 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F1 · price: The price reported in Column 8 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $465.43 to $466.29, inclusive. The reporting person undertakes to provide Watsco, any security holder of Watsco or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (4) to this Form 4.

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May 09, 2024 Filed May 13, 2024 20:28 UTC Exercise / conversionCommon stock 3,334 $260.28 $867,773.52
Disclosure

SEC source: 0001209191-24-005619 · doc4.xml · nonDerivative · entry 4

Macdonald John Alexander · CIK 0001888910 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

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May 09, 2024 Filed May 13, 2024 20:28 UTC SaleCommon stock 1,000 $465.43 $465,430.00
Disclosure

SEC source: 0001209191-24-005619 · doc4.xml · nonDerivative · entry 3

Macdonald John Alexander · CIK 0001888910 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

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May 09, 2024 Filed May 13, 2024 20:28 UTC Exercise / conversionCommon stock 1,000 $165.61 $165,610.00
Disclosure

SEC source: 0001209191-24-005619 · doc4.xml · nonDerivative · entry 2

Macdonald John Alexander · CIK 0001888910 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

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May 09, 2024 Filed May 13, 2024 20:28 UTC SaleCommon stock 1,000 $468.94 $468,940.00
Disclosure

SEC source: 0001209191-24-005619 · doc4.xml · nonDerivative · entry 1

Macdonald John Alexander · CIK 0001888910 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,000

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.