Tapewire

NYSE · USD

WSO

WATSCO INC

Export transactions ↓
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
Jun 202600
Jul 202600
Aug 202600
Sep 202600
Oct 202600

Latest available

Insider transactions

JSON API
Reset

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 27, 2022 Filed Jun 1, 2022 20:26 UTC Exercise / conversionStock Option (right to buy) · Derivative 4,000 $143.86 Strike: $143.86 $575,440.00
Disclosure

SEC source: 0001209191-22-033161 · doc4.xml · derivative · entry 4

ALVAREZ CESAR L · CIK 0001220297 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 4,000 shares

Expires 2022-06-05

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 5, 2019.

Read SEC document
May 27, 2022 Filed Jun 1, 2022 20:26 UTC SaleCommon Stock 900 $255.29 $229,759.02
Disclosure

SEC source: 0001209191-22-033161 · doc4.xml · nonDerivative · entry 3

ALVAREZ CESAR L · CIK 0001220297 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Read SEC document
May 27, 2022 Filed Jun 1, 2022 20:26 UTC SaleCommon Stock 3,100 $253.05 $784,452.83
Disclosure

SEC source: 0001209191-22-033161 · doc4.xml · nonDerivative · entry 2

ALVAREZ CESAR L · CIK 0001220297 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Read SEC document
May 27, 2022 Filed Jun 1, 2022 20:26 UTC Exercise / conversionCommon Stock 4,000 $143.86 $575,440.00
Disclosure

SEC source: 0001209191-22-033161 · doc4.xml · nonDerivative · entry 1

ALVAREZ CESAR L · CIK 0001220297 · 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
April 25, 2022 Filed Apr 27, 2022 20:11 UTC
MOSS BOB LDirector
Exercise / conversionStock Option (right to buy) · Derivative 2,000 $160.69 Strike: $160.69 $321,380.00
Disclosure

SEC source: 0001209191-22-025775 · 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 · 2,000 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
April 25, 2022 Filed Apr 27, 2022 20:11 UTC
MOSS BOB LDirector
Exercise / conversionCommon Stock 2,000 $160.69 $321,380.00
Disclosure

SEC source: 0001209191-22-025775 · doc4.xml · nonDerivative · entry 3

MOSS BOB L · CIK 0001248688 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 34,000

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 23, 2022 Filed Mar 25, 2022 20:08 UTC Exercise / conversionStock Option (right to buy) · Derivative 6,000 $160.69 Strike: $160.69 $964,140.00
Disclosure

SEC source: 0001209191-22-021098 · doc4.xml · derivative · entry 8

Keeley Brian E. · CIK 0001735259 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 6,000 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.

F4 · derivative.exercise_date: The options vested 33 1/3% on June 3, 2019, June 3, 2020 and June 3, 2021, respectively.

Read SEC document
March 23, 2022 Filed Mar 25, 2022 20:08 UTC Exercise / conversionStock Option (right to buy) · Derivative 5,000 $185.12 Strike: $185.12 $925,600.00
Disclosure

SEC source: 0001209191-22-021098 · doc4.xml · derivative · entry 7

Keeley Brian E. · CIK 0001735259 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 5,000 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.

F3 · derivative.exercise_date: The options vested 33 1/3% on June 4, 2018, June 4, 2019 and June 4, 2020, respectively.

Read SEC document
March 23, 2022 Filed Mar 25, 2022 20:08 UTC SaleCommon Stock 2,568 $299.00 $767,832.00
Disclosure

SEC source: 0001209191-22-021098 · doc4.xml · nonDerivative · entry 6

Keeley Brian E. · CIK 0001735259 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Read SEC document
March 23, 2022 Filed Mar 25, 2022 20:08 UTC SaleCommon Stock 3,432 $299.36 $1,027,397.34
Disclosure

SEC source: 0001209191-22-021098 · doc4.xml · nonDerivative · entry 5

Keeley Brian E. · CIK 0001735259 · Director

10b5-1 filing: Not disclosed

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 $299.05 to $300.045, 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
March 23, 2022 Filed Mar 25, 2022 20:08 UTC Exercise / conversionCommon Stock 6,000 $160.69 $964,140.00
Disclosure

SEC source: 0001209191-22-021098 · doc4.xml · nonDerivative · entry 4

Keeley Brian E. · CIK 0001735259 · 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
March 23, 2022 Filed Mar 25, 2022 20:08 UTC SaleCommon Stock 5,000 $300.26 $1,501,292.00
Disclosure

SEC source: 0001209191-22-021098 · doc4.xml · nonDerivative · entry 3

Keeley Brian E. · CIK 0001735259 · Director

10b5-1 filing: Not disclosed

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 $300.00 to $300.53, 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
March 23, 2022 Filed Mar 25, 2022 20:08 UTC Exercise / conversionCommon Stock 5,000 $185.12 $925,600.00
Disclosure

SEC source: 0001209191-22-021098 · doc4.xml · nonDerivative · entry 2

Keeley Brian E. · CIK 0001735259 · 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
March 14, 2022 Filed Mar 16, 2022 20:18 UTC
LOGAN BARRY SExecutive Vice President
OtherCommon stock 23 $312.88 $7,196.24
Disclosure

SEC source: 0001209191-22-019222 · 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: 2,496

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

Read SEC document
March 14, 2022 Filed Mar 16, 2022 20:15 UTC
Nahmad Aaron JDirector · President
OtherCommon stock 23 $312.88 $7,196.24
Disclosure

SEC source: 0001209191-22-019217 · doc4.xml · nonDerivative · entry 1

Nahmad Aaron J · CIK 0001496535 · Director · President

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 434

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

Read SEC document
March 14, 2022 Filed Mar 16, 2022 20:17 UTC
MENENDEZ ANA MCFO / Treasurer
OtherCommon stock 23 $312.88 $7,196.24
Disclosure

SEC source: 0001209191-22-019221 · doc4.xml · nonDerivative · entry 1

MENENDEZ ANA M · CIK 0001243207 · CFO / Treasurer

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 1,481

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

Read SEC document
March 14, 2022 Filed Mar 16, 2022 20:14 UTC
NAHMAD ALBERT HDirector · Chairman and CEO
OtherCommon stock 23 $312.88 $7,196.24
Disclosure

SEC source: 0001209191-22-019214 · 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: 1,494

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

Read SEC document
January 11, 2022 Filed Jan 13, 2022 22:24 UTC
NAHMAD ALBERT HDirector · Chairman and CEO
GrantClass B Common stock · Derivative 32,592 $306.82 $9,999,877.44
Disclosure

SEC source: 0001209191-22-003230 · doc4.xml · derivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 75,501

Underlying: Class B Common stock · 32,592 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: Award of stock pursuant to Watsco, Inc. Restricted Stock Agreement.

Read SEC document
January 11, 2022 Filed Jan 13, 2022 22:23 UTC
Nahmad Aaron JDirector · President
GrantClass B Common stock · Derivative 7,224 $314.00 $2,268,336.00
Disclosure

SEC source: 0001209191-22-003228 · doc4.xml · derivative · entry 5

Nahmad Aaron J · CIK 0001496535 · Director · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,224

Underlying: Class B Common stock · 7,224 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 11, 2022 Filed Jan 13, 2022 22:23 UTC
Nahmad Aaron JDirector · President
GrantClass B Common stock · Derivative 24,444 $306.82 $7,499,908.08
Disclosure

SEC source: 0001209191-22-003228 · doc4.xml · derivative · entry 4

Nahmad Aaron J · CIK 0001496535 · Director · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 196,096

Underlying: Class B Common stock · 24,444 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 06, 2021 Filed Jan 13, 2022 22:07 UTC GiftCommon stock 70 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-003211 · doc5.xml · nonDerivative · entry 1

Dickins Denise · CIK 0001333730 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,611

Read SEC document
November 17, 2021 Filed Nov 19, 2021 21:37 UTC Exercise / conversionStock Option (right to buy) · Derivative 2,000 $165.61 Strike: $165.61 $331,220.00
Disclosure

SEC source: 0001209191-21-065824 · doc4.xml · derivative · entry 2

Macdonald John Alexander · CIK 0001888910 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,000

Underlying: Common Stock · 2,000 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.

F1 · derivative.exercise_date: The options vested September 9, 2021.

Read SEC document
November 17, 2021 Filed Nov 19, 2021 21:37 UTC Exercise / conversionCommon stock 2,000 $165.61 $331,220.00
Disclosure

SEC source: 0001209191-21-065824 · doc4.xml · nonDerivative · entry 1

Macdonald John Alexander · CIK 0001888910 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,000

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
November 05, 2021 Filed Nov 9, 2021 22:29 UTC
Rubin StevenDirector
Exercise / conversionStock Option (right to buy) · Derivative 1,333 $160.69 Strike: $160.69 $214,199.77
Disclosure

SEC source: 0001209191-21-063675 · doc4.xml · derivative · entry 4

Rubin Steven · CIK 0001735814 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,000

Underlying: Common Stock · 1,333 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 33 1/3% on June 3, 2019, June 3, 2020 and June 3, 2021, respectively.

Read SEC document
November 05, 2021 Filed Nov 9, 2021 22:29 UTC
Rubin StevenDirector
Tax withholdingCommon stock 725 $295.22 $214,034.50
Disclosure

SEC source: 0001209191-21-063675 · doc4.xml · nonDerivative · entry 2

Rubin Steven · CIK 0001735814 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 608

Read SEC document
November 05, 2021 Filed Nov 9, 2021 22:29 UTC
Rubin StevenDirector
Exercise / conversionCommon stock 1,333 $160.69 $214,199.77
Disclosure

SEC source: 0001209191-21-063675 · doc4.xml · nonDerivative · entry 1

Rubin Steven · CIK 0001735814 · 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
June 07, 2021 Filed Jun 9, 2021 20:31 UTC
LOGAN BARRY SExecutive Vice President
GrantClass B Common stock · Derivative 5,000 $292.01 $1,460,050.00
Disclosure

SEC source: 0001209191-21-039182 · doc4.xml · derivative · entry 5

LOGAN BARRY S · CIK 0001243209 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 113,037

Underlying: Class B Common stock · 5,000 shares

Expires not disclosed

F3 · 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.

F3 · 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.

F3 · 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.

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

Read SEC document
June 01, 2021 Filed Jun 3, 2021 20:37 UTC Exercise / conversionStock Option (right to buy) · Derivative 6,000 $143.86 Strike: $143.86 $863,160.00
Disclosure

SEC source: 0001209191-21-037677 · 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 2022-06-05

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 5, 2019.

Read SEC document
June 01, 2021 Filed Jun 3, 2021 20:37 UTC Tax withholdingCommon stock 2,965 $291.08 $863,052.20
Disclosure

SEC source: 0001209191-21-037677 · doc4.xml · nonDerivative · entry 3

Dickins Denise · CIK 0001333730 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,035

Read SEC document
June 01, 2021 Filed Jun 3, 2021 20:37 UTC Exercise / conversionCommon stock 6,000 $143.86 $863,160.00
Disclosure

SEC source: 0001209191-21-037677 · 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
April 28, 2021 Filed Apr 30, 2021 20:55 UTC
LOGAN BARRY SExecutive Vice President
SaleCommon stock 383 $292.46 $112,011.03
Disclosure

SEC source: 0001209191-21-029326 · doc4.xml · nonDerivative · entry 6

LOGAN BARRY S · CIK 0001243209 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,500

F5 · price: The price reported in Column 8 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $292.4301 to $292.471, 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 (5) to this Form 4.

Read SEC document
April 28, 2021 Filed Apr 30, 2021 20:55 UTC
LOGAN BARRY SExecutive Vice President
SaleCommon stock 892 $293.42 $261,727.43
Disclosure

SEC source: 0001209191-21-029326 · doc4.xml · nonDerivative · entry 5

LOGAN BARRY S · CIK 0001243209 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F4 · price: The price reported in Column 8 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $292.93 to $293.7219, 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.

Read SEC document
April 28, 2021 Filed Apr 30, 2021 20:55 UTC
LOGAN BARRY SExecutive Vice President
SaleCommon stock 4,225 $294.44 $1,244,011.11
Disclosure

SEC source: 0001209191-21-029326 · doc4.xml · nonDerivative · entry 4

LOGAN BARRY S · CIK 0001243209 · Executive Vice President

10b5-1 filing: Not disclosed

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 $293.952 to $294.929, 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 (3) to this Form 4.

Read SEC document
March 10, 2021 Filed Mar 12, 2021 21:40 UTC
NAHMAD ALBERT HDirector · Chairman and CEO
OtherCommon stock 25 $226.55 $5,663.75
Disclosure

SEC source: 0001209191-21-020196 · 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: 1,471

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

Read SEC document
March 10, 2021 Filed Mar 12, 2021 21:38 UTC
Nahmad Aaron JDirector · President
OtherCommon stock 25 $226.55 $5,663.75
Disclosure

SEC source: 0001209191-21-020193 · doc4.xml · nonDerivative · entry 1

Nahmad Aaron J · CIK 0001496535 · Director · President

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 411

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

Read SEC document
March 10, 2021 Filed Mar 12, 2021 21:36 UTC
MENENDEZ ANA MCFO / Treasurer
OtherCommon stock 25 $226.55 $5,663.75
Disclosure

SEC source: 0001209191-21-020185 · doc4.xml · nonDerivative · entry 1

MENENDEZ ANA M · CIK 0001243207 · CFO / Treasurer

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 1,458

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

Read SEC document
March 10, 2021 Filed Mar 12, 2021 21:34 UTC
LOGAN BARRY SExecutive Vice President
OtherCommon stock 1 $226.55 $226.55
Disclosure

SEC source: 0001209191-21-020173 · 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: 2,473

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

Read SEC document
February 09, 2021 Filed Feb 11, 2021 21:24 UTC
Nahmad Aaron JDirector · President
GrantClass B Common stock · Derivative 5,303 $233.05 $1,235,864.15
Disclosure

SEC source: 0001209191-21-009681 · doc4.xml · derivative · entry 4

Nahmad Aaron J · CIK 0001496535 · Director · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 171,652

Underlying: Class B Common stock · 5,303 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 09, 2021 Filed Feb 11, 2021 21:22 UTC
NAHMAD ALBERT HDirector · Chairman and CEO
GrantClass B Common stock · Derivative 7,072 $233.05 $1,648,129.60
Disclosure

SEC source: 0001209191-21-009673 · doc4.xml · derivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,360,537

Underlying: Class B Common stock · 7,072 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 12, 2021 Filed Jan 14, 2021 21:44 UTC
Nahmad Aaron JDirector · President
GrantClass B Common stock · Derivative 2,844 $233.05 $662,794.20
Disclosure

SEC source: 0001209191-21-003627 · doc4.xml · derivative · entry 5

Nahmad Aaron J · CIK 0001496535 · Director · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,844

Underlying: Class B Common stock · 2,844 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 12, 2021 Filed Jan 14, 2021 21:44 UTC
Nahmad Aaron JDirector · President
GrantClass B Common stock · Derivative 26,878 $233.05 $6,263,917.90
Disclosure

SEC source: 0001209191-21-003627 · doc4.xml · derivative · entry 4

Nahmad Aaron J · CIK 0001496535 · Director · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 163,505

Underlying: Class B Common stock · 26,878 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 12, 2021 Filed Jan 14, 2021 22:02 UTC
NAHMAD ALBERT HDirector · Chairman and CEO
GrantClass B Common stock · Derivative 35,837 $233.05 $8,351,812.85
Disclosure

SEC source: 0001209191-21-003643 · doc4.xml · derivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,353,465

Underlying: Class B Common stock · 35,837 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 07, 2020 Filed Dec 9, 2020 21:42 UTC
MOSS BOB LDirector
Exercise / conversionStock Option (right to buy) · Derivative 3,000 $160.69 Strike: $160.69 $482,070.00
Disclosure

SEC source: 0001209191-20-062530 · doc4.xml · derivative · entry 11

MOSS BOB L · CIK 0001248688 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,000

Underlying: Common Stock · 3,000 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.

F4 · derivative.exercise_date: The options vest 33 1/3% on June 3, 2019, June 3, 2020 and June 3, 2021, respectively.

Read SEC document
December 07, 2020 Filed Dec 9, 2020 21:42 UTC
MOSS BOB LDirector
Exercise / conversionStock Option (right to buy) · Derivative 4,000 $185.12 Strike: $185.12 $740,480.00
Disclosure

SEC source: 0001209191-20-062530 · doc4.xml · derivative · entry 10

MOSS BOB L · CIK 0001248688 · Director

10b5-1 filing: Not disclosed

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.

F3 · derivative.exercise_date: The options vested June 4, 2020.

Read SEC document
December 07, 2020 Filed Dec 9, 2020 21:42 UTC
MOSS BOB LDirector
Exercise / conversionStock Option (right to buy) · Derivative 4,000 $143.86 Strike: $143.86 $575,440.00
Disclosure

SEC source: 0001209191-20-062530 · doc4.xml · derivative · entry 9

MOSS BOB L · CIK 0001248688 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 4,000 shares

Expires 2022-06-05

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 5, 2019.

Read SEC document
December 07, 2020 Filed Dec 9, 2020 21:42 UTC
MOSS BOB LDirector
Exercise / conversionStock Option (right to buy) · Derivative 1,000 $142.21 Strike: $142.21 $142,210.00
Disclosure

SEC source: 0001209191-20-062530 · doc4.xml · derivative · entry 8

MOSS BOB L · CIK 0001248688 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,000 shares

Expires 2021-07-01

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 July 1, 2018.

Read SEC document
December 07, 2020 Filed Dec 9, 2020 21:42 UTC
MOSS BOB LDirector
Exercise / conversionCommon Stock 3,000 $160.69 $482,070.00
Disclosure

SEC source: 0001209191-20-062530 · doc4.xml · nonDerivative · entry 7

MOSS BOB L · CIK 0001248688 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 3,000

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 07, 2020 Filed Dec 9, 2020 21:42 UTC
MOSS BOB LDirector
Exercise / conversionCommon Stock 4,000 $185.12 $740,480.00
Disclosure

SEC source: 0001209191-20-062530 · doc4.xml · nonDerivative · entry 6

MOSS BOB L · CIK 0001248688 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 4,000

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 07, 2020 Filed Dec 9, 2020 21:42 UTC
MOSS BOB LDirector
Exercise / conversionCommon Stock 4,000 $143.86 $575,440.00
Disclosure

SEC source: 0001209191-20-062530 · doc4.xml · nonDerivative · entry 5

MOSS BOB L · CIK 0001248688 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 4,000

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 07, 2020 Filed Dec 9, 2020 21:42 UTC
MOSS BOB LDirector
Exercise / conversionCommon Stock 1,000 $142.21 $142,210.00
Disclosure

SEC source: 0001209191-20-062530 · doc4.xml · nonDerivative · entry 4

MOSS BOB L · CIK 0001248688 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 1,000

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

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