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WSO

WATSCO INC

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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.
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MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 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
May 06, 2024 Filed May 8, 2024 20:30 UTC Exercise / conversionStock Option (right to buy) · Derivative 9,000 $160.69 Strike: $160.69 $1,446,210.00
Disclosure

SEC source: 0001209191-24-005567 · doc4.xml · derivative · entry 4

Dickins Denise · CIK 0001333730 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 9,000 shares

Expires 2024-06-03

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 3, 2021.

Read SEC document
May 06, 2024 Filed May 8, 2024 20:30 UTC Tax withholdingCommon stock 3,061 $472.35 $1,445,863.35
Disclosure

SEC source: 0001209191-24-005567 · doc4.xml · nonDerivative · entry 3

Dickins Denise · CIK 0001333730 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,939

Read SEC document
May 06, 2024 Filed May 8, 2024 20:30 UTC Exercise / conversionCommon stock 9,000 $160.69 $1,446,210.00
Disclosure

SEC source: 0001209191-24-005567 · doc4.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 11, 2024 Filed Mar 13, 2024 21:05 UTC
MENENDEZ ANA MCFO / Treasurer
OtherCommon stock 19 $428.47 $8,140.93
Disclosure

SEC source: 0001209191-24-004815 · doc4.xml · nonDerivative · entry 1

MENENDEZ ANA M · CIK 0001243207 · CFO / Treasurer

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 1,530

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

Read SEC document
March 11, 2024 Filed Mar 13, 2024 21:04 UTC
LOGAN BARRY SDirector · Executive Vice President
OtherCommon stock 18 $428.47 $7,712.46
Disclosure

SEC source: 0001209191-24-004814 · 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: 2,544

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

Read SEC document
March 11, 2024 Filed Mar 13, 2024 21:02 UTC
Nahmad Aaron JDirector · President
OtherCommon stock 19 $428.47 $8,140.93
Disclosure

SEC source: 0001209191-24-004813 · doc4.xml · nonDerivative · entry 1

Nahmad Aaron J · CIK 0001496535 · Director · President

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 483

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

Read SEC document
March 11, 2024 Filed Mar 13, 2024 21:01 UTC
NAHMAD ALBERT HDirector · Chairman and CEO
OtherCommon stock 19 $428.47 $8,140.93
Disclosure

SEC source: 0001209191-24-004812 · doc4.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: 49

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

Read SEC document
February 26, 2024 Filed Feb 28, 2024 21:45 UTC GiftCommon stock 202 $0.00 $0.00
Disclosure

SEC source: 0001209191-24-004071 · doc4.xml · nonDerivative · entry 1

Dickins Denise · CIK 0001333730 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,783

Read SEC document
January 09, 2024 Filed Jan 11, 2024 21:39 UTC
Nahmad Aaron JDirector · President
GrantClass B Common stock · Derivative 12,118 $412.60 $4,999,886.80
Disclosure

SEC source: 0001209191-24-001472 · doc4.xml · derivative · entry 5

Nahmad Aaron J · CIK 0001496535 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,118

Underlying: Class B Common stock · 12,118 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 09, 2024 Filed Jan 11, 2024 21:39 UTC
Nahmad Aaron JDirector · President
GrantClass B Common stock · Derivative 17,764 $422.20 $7,499,960.80
Disclosure

SEC source: 0001209191-24-001472 · doc4.xml · derivative · entry 4

Nahmad Aaron J · CIK 0001496535 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 260,014

Underlying: Class B Common stock · 17,764 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 09, 2024 Filed Jan 11, 2024 21:38 UTC
NAHMAD ALBERT HDirector · Chairman and CEO
GrantClass B Common stock · Derivative 23,685 $422.20 $9,999,807.00
Disclosure

SEC source: 0001209191-24-001471 · doc4.xml · derivative · entry 4

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 138,788

Underlying: Class B Common stock · 23,685 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 Mr. Nahmad, which are subject to vesting restrictions.

Read SEC document
December 12, 2023 Filed Dec 14, 2023 21:24 UTC Exercise / conversionStock Option (right to buy) · Derivative 5,000 $160.69 Strike: $160.69 $803,450.00
Disclosure

SEC source: 0001209191-23-058634 · doc4.xml · derivative · entry 3

ALVAREZ CESAR L · CIK 0001220297 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 5,000 shares

Expires 2024-06-03

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.

F2 · derivative.exercise_date: The options vested June 3, 2021.

Read SEC document
December 12, 2023 Filed Dec 14, 2023 21:24 UTC SaleCommon Stock 5,000 $412.34 $2,061,700.00
Disclosure

SEC source: 0001209191-23-058634 · doc4.xml · nonDerivative · entry 2

ALVAREZ CESAR L · CIK 0001220297 · 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 $412.12 to $412.91, 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 (1) to this Form 4.

Read SEC document
December 12, 2023 Filed Dec 14, 2023 21:24 UTC Exercise / conversionCommon Stock 5,000 $160.69 $803,450.00
Disclosure

SEC source: 0001209191-23-058634 · doc4.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
August 01, 2023 Filed Aug 3, 2023 20:24 UTC GrantStock Option (right to buy) · Derivative 2,000 $376.95 Strike: $376.95 $753,900.00
Disclosure

SEC source: 0001209191-23-044443 · doc4.xml · derivative · entry 3

Custer John Michael · CIK 0001762659 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,000

Underlying: Common Stock · 2,000 shares

Expires 2028-08-01

F2 · derivative.exercise_date: The options vest 33 1/3% on August 1, 2023, August 1, 2024 and August 1, 2025, respectively.

Read SEC document
June 06, 2023 Filed Jun 8, 2023 20:14 UTC Exercise / conversionStock Option (right to buy) · Derivative 1,667 $260.28 Strike: $260.28 $433,886.76
Disclosure

SEC source: 0001209191-23-035372 · doc4.xml · derivative · entry 4

Custer John Michael · CIK 0001762659 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,666

Underlying: Common Stock · 5,000 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 vest 33 1/3% on June 6, 2022, June 6, 2023 and June 6, 2024, respectively.

Read SEC document
June 06, 2023 Filed Jun 8, 2023 20:14 UTC Tax withholdingCommon stock 1,257 $345.02 $433,690.14
Disclosure

SEC source: 0001209191-23-035372 · doc4.xml · nonDerivative · entry 2

Custer John Michael · CIK 0001762659 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 410

Read SEC document
June 06, 2023 Filed Jun 8, 2023 20:14 UTC Exercise / conversionCommon stock 1,667 $260.28 $433,886.76
Disclosure

SEC source: 0001209191-23-035372 · doc4.xml · nonDerivative · entry 1

Custer John Michael · CIK 0001762659 · 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
June 05, 2023 Filed Jun 7, 2023 20:19 UTC
NAHMAD ALBERT HDirector · Chairman and CEO
GiftCommon stock 1,494 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-035074 · doc4.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 0

F2 · ownership.nature: Reflects shares held by trust over which Mr. Nahmad maintains effective control.

Read SEC document
May 22, 2023 Filed May 24, 2023 20:08 UTC Exercise / conversionStock Option (right to buy) · Derivative 4,000 $185.12 Strike: $185.12 $740,480.00
Disclosure

SEC source: 0001209191-23-031878 · doc4.xml · derivative · entry 3

ALVAREZ CESAR L · CIK 0001220297 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 4,000 shares

Expires 2023-06-04

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.

F2 · derivative.exercise_date: The options vested June 4, 2020.

Read SEC document
May 22, 2023 Filed May 24, 2023 20:08 UTC SaleCommon Stock 4,000 $332.64 $1,330,560.00
Disclosure

SEC source: 0001209191-23-031878 · doc4.xml · nonDerivative · entry 2

ALVAREZ CESAR L · CIK 0001220297 · 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 $332.50 to $332.91, 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 (1) to this Form 4.

Read SEC document
May 22, 2023 Filed May 24, 2023 20:08 UTC Exercise / conversionCommon Stock 4,000 $185.12 $740,480.00
Disclosure

SEC source: 0001209191-23-031878 · doc4.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 13, 2023 Filed Mar 15, 2023 20:19 UTC
LOGAN BARRY SExecutive Vice President
OtherCommon stock 30 $249.40 $7,482.00
Disclosure

SEC source: 0001209191-23-018903 · doc4.xml · nonDerivative · entry 1

LOGAN BARRY S · CIK 0001243209 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 2,526

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

Read SEC document
March 13, 2023 Filed Mar 15, 2023 20:21 UTC
MENENDEZ ANA MCFO / Treasurer
OtherCommon stock 30 $249.40 $7,482.00
Disclosure

SEC source: 0001209191-23-018906 · doc4.xml · nonDerivative · entry 1

MENENDEZ ANA M · CIK 0001243207 · CFO / Treasurer

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 1,511

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

Read SEC document
March 13, 2023 Filed Mar 15, 2023 20:18 UTC
Nahmad Aaron JDirector · President
OtherCommon stock 30 $249.40 $7,482.00
Disclosure

SEC source: 0001209191-23-018900 · doc4.xml · nonDerivative · entry 1

Nahmad Aaron J · CIK 0001496535 · Director · President

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 464

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

Read SEC document
March 13, 2023 Filed Mar 15, 2023 20:17 UTC
NAHMAD ALBERT HDirector · Chairman and CEO
OtherCommon stock 30 $249.40 $7,482.00
Disclosure

SEC source: 0001209191-23-018893 · doc4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 30

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

Read SEC document
March 03, 2023 Filed Mar 6, 2023 21:21 UTC Exercise / conversionStock Option (right to buy) · Derivative 6,000 $185.12 Strike: $185.12 $1,110,720.00
Disclosure

SEC source: 0001209191-23-016273 · doc4.xml · derivative · entry 4

Dickins Denise · CIK 0001333730 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 6,000 shares

Expires 2023-06-04

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 4, 2020.

Read SEC document
March 03, 2023 Filed Mar 6, 2023 21:21 UTC Tax withholdingCommon stock 3,536 $314.03 $1,110,410.08
Disclosure

SEC source: 0001209191-23-016273 · doc4.xml · nonDerivative · entry 3

Dickins Denise · CIK 0001333730 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,464

Read SEC document
March 03, 2023 Filed Mar 6, 2023 21:21 UTC Exercise / conversionCommon stock 6,000 $185.12 $1,110,720.00
Disclosure

SEC source: 0001209191-23-016273 · doc4.xml · nonDerivative · entry 2

Dickins Denise · CIK 0001333730 · Director

10b5-1 filing: Not disclosed

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
February 27, 2023 Filed Mar 1, 2023 21:05 UTC Exercise / conversionStock Option (right to buy) · Derivative 1,667 $260.28 Strike: $260.28 $433,886.76
Disclosure

SEC source: 0001209191-23-014077 · doc4.xml · derivative · entry 9

Custer John Michael · CIK 0001762659 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,333

Underlying: Common Stock · 5,000 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.

F3 · derivative.exercise_date: The options vest 33 1/3% on June 6, 2022, June 6, 2023 and June 6, 2024, respectively.

Read SEC document
February 27, 2023 Filed Mar 1, 2023 21:05 UTC Exercise / conversionStock Option (right to buy) · Derivative 2,500 $175.07 Strike: $175.07 $437,675.00
Disclosure

SEC source: 0001209191-23-014077 · doc4.xml · derivative · entry 8

Custer John Michael · CIK 0001762659 · Director

10b5-1 filing: Not disclosed

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.

F2 · derivative.exercise_date: The options vested June 1, 2022.

Read SEC document
February 27, 2023 Filed Mar 1, 2023 21:05 UTC Exercise / conversionStock Option (right to buy) · Derivative 5,000 $160.69 Strike: $160.69 $803,450.00
Disclosure

SEC source: 0001209191-23-014077 · doc4.xml · derivative · entry 7

Custer John Michael · CIK 0001762659 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 5,000 shares

Expires 2024-06-03

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 3, 2021.

Read SEC document
February 27, 2023 Filed Mar 1, 2023 21:05 UTC Tax withholdingCommon stock 1,422 $304.99 $433,695.78
Disclosure

SEC source: 0001209191-23-014077 · doc4.xml · nonDerivative · entry 6

Custer John Michael · CIK 0001762659 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 245

Read SEC document
February 27, 2023 Filed Mar 1, 2023 21:05 UTC Exercise / conversionCommon stock 1,667 $260.28 $433,886.76
Disclosure

SEC source: 0001209191-23-014077 · doc4.xml · nonDerivative · entry 5

Custer John Michael · CIK 0001762659 · Director

10b5-1 filing: Not disclosed

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
February 27, 2023 Filed Mar 1, 2023 21:05 UTC Tax withholdingCommon stock 1,435 $304.99 $437,660.65
Disclosure

SEC source: 0001209191-23-014077 · doc4.xml · nonDerivative · entry 4

Custer John Michael · CIK 0001762659 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,065

Read SEC document
February 27, 2023 Filed Mar 1, 2023 21:05 UTC Exercise / conversionCommon stock 2,500 $175.07 $437,675.00
Disclosure

SEC source: 0001209191-23-014077 · doc4.xml · nonDerivative · entry 3

Custer John Michael · CIK 0001762659 · Director

10b5-1 filing: Not disclosed

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
February 27, 2023 Filed Mar 1, 2023 21:05 UTC Tax withholdingCommon stock 2,634 $304.99 $803,343.66
Disclosure

SEC source: 0001209191-23-014077 · doc4.xml · nonDerivative · entry 2

Custer John Michael · CIK 0001762659 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,366

Read SEC document
February 27, 2023 Filed Mar 1, 2023 21:05 UTC Exercise / conversionCommon stock 5,000 $160.69 $803,450.00
Disclosure

SEC source: 0001209191-23-014077 · doc4.xml · nonDerivative · entry 1

Custer John Michael · CIK 0001762659 · Director

10b5-1 filing: Not disclosed

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
February 27, 2023 Filed Mar 6, 2023 21:21 UTC GiftCommon stock 90 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-016273 · doc4.xml · nonDerivative · entry 1

Dickins Denise · CIK 0001333730 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,521

Read SEC document
February 07, 2023 Filed Feb 9, 2023 22:07 UTC
Nahmad Aaron JDirector · President
GrantClass B Common stock · Derivative 632 $316.32 $199,914.24
Disclosure

SEC source: 0001209191-23-008068 · doc4.xml · derivative · entry 5

Nahmad Aaron J · CIK 0001496535 · Director · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 64,237

Underlying: Class B Common stock · 632 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.

Read SEC document
February 07, 2023 Filed Feb 9, 2023 22:07 UTC
Nahmad Aaron JDirector · President
GrantClass B Common stock · Derivative 29,701 $252.51 $7,499,799.51
Disclosure

SEC source: 0001209191-23-008068 · doc4.xml · derivative · entry 4

Nahmad Aaron J · CIK 0001496535 · Director · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 242,250

Underlying: Class B Common stock · 29,701 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
February 07, 2023 Filed Feb 9, 2023 22:04 UTC
NAHMAD ALBERT HDirector · Chairman and CEO
GrantClass B Common stock · Derivative 39,602 $252.51 $9,999,901.02
Disclosure

SEC source: 0001209191-23-008064 · doc4.xml · derivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 115,103

Underlying: Class B Common stock · 39,602 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 Mr. Nahmad, which are subject to vesting restrictions.

Read SEC document
January 10, 2023 Filed Jan 12, 2023 21:52 UTC
Nahmad Aaron JDirector · President
GrantClass B Common stock · Derivative 9,229 $270.88 $2,499,951.52
Disclosure

SEC source: 0001209191-23-003162 · doc4.xml · derivative · entry 4

Nahmad Aaron J · CIK 0001496535 · Director · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 212,549

Underlying: Class B Common stock · 9,229 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.

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October 15, 2022 Filed Oct 18, 2022 20:43 UTC
NAHMAD ALBERT HDirector · Chairman and CEO
Tax withholdingClass B Common stock · Derivative 311,408 $271.73 $84,618,895.84
Disclosure

SEC source: 0001209191-22-053972 · doc4.xml · derivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 1,104,214

Underlying: Class B Common stock · 311,408 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.nature: Reflects shares held by Albert Henry Capital L.P., a limited partnership over which Mr. Nahmad maintains effective control. Of the number of shares held following the reported transaction, 440,000 remain subject to vesting restrictions.

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June 06, 2022 Filed Jun 9, 2022 00:01 UTC
Rubin StevenDirector
GrantStock Option (right to buy) · Derivative 5,000 $260.28 Strike: $260.28 $1,301,400.00
Disclosure

SEC source: 0001209191-22-035240 · doc4.xml · derivative · entry 4

Rubin Steven · CIK 0001735814 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,000

Underlying: Common Stock · 5,000 shares

Expires 2027-06-06

F3 · derivative.exercise_date: The options vest 33 1/3% on June 6, 2022, June 6, 2023 and June 6, 2024, respectively.

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June 06, 2022 Filed Jun 9, 2022 00:00 UTC GrantStock Option (right to buy) · Derivative 5,000 $260.28 Strike: $260.28 $1,301,400.00
Disclosure

SEC source: 0001209191-22-035239 · doc4.xml · derivative · entry 3

Macdonald John Alexander · CIK 0001888910 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,000

Underlying: Common Stock · 5,000 shares

Expires 2027-06-06

F2 · derivative.exercise_date: The options vest 33 1/3% on June 6, 2022, June 6, 2023 and June 6, 2024, respectively.

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June 06, 2022 Filed Jun 8, 2022 23:59 UTC GrantStock Option (right to buy) · Derivative 5,000 $260.28 Strike: $260.28 $1,301,400.00
Disclosure

SEC source: 0001209191-22-035238 · doc4.xml · derivative · entry 3

Custer John Michael · CIK 0001762659 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,000

Underlying: Common Stock · 5,000 shares

Expires 2027-06-06

F3 · derivative.exercise_date: The options vest 33 1/3% on June 6, 2022, June 6, 2023 and June 6, 2024, respectively.

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June 06, 2022 Filed Jun 8, 2022 23:57 UTC GrantStock Option (right to buy) · Derivative 4,000 $260.28 Strike: $260.28 $1,041,120.00
Disclosure

SEC source: 0001209191-22-035237 · doc4.xml · derivative · entry 2

Schimel Valerie · CIK 0001932567 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,000

Underlying: Common Stock · 4,000 shares

Expires 2027-06-06

F2 · derivative.exercise_date: The options vest 33 1/3% on June 6, 2022, June 6, 2023 and June 6, 2024, respectively.

Read SEC document
June 01, 2022 Filed Jun 3, 2022 20:11 UTC
MOSS BOB LDirector
Exercise / conversionStock Option (right to buy) · Derivative 2,500 $175.07 Strike: $175.07 $437,675.00
Disclosure

SEC source: 0001209191-22-034000 · doc4.xml · derivative · entry 4

MOSS BOB L · CIK 0001248688 · Director

10b5-1 filing: Not disclosed

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.

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June 01, 2022 Filed Jun 3, 2022 20:11 UTC
MOSS BOB LDirector
Exercise / conversionCommon Stock 2,500 $175.07 $437,675.00
Disclosure

SEC source: 0001209191-22-034000 · doc4.xml · nonDerivative · entry 3

MOSS BOB L · CIK 0001248688 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 36,500

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