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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
Mar 202600
Apr 202600
May 202600
Jun 202600
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Aug 202600
Sep 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
June 05, 2017 Filed Jun 7, 2017 21:21 UTC
WATSCO INCDirector
GrantStock Option (right to buy) · Derivative 4,000 $143.86 Strike: $143.86 $575,440.00
Disclosure

SEC source: 0001209191-17-038367 · doc4.xml · derivative · entry 1

WATSCO INC · CIK 0000105016 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,000

Underlying: Common Stock · 4,000 shares

Expires 2022-06-05

F1 · derivative.exercise_date: The options vest 33 1/3% on June 5, 2017, June 5, 2018 and June 5, 2019, respectively.

Read SEC document
April 10, 2017 Filed Jan 10, 2018 22:46 UTC
NAHMAD ALBERT HDirector · Chairman and CEO
GiftClass B Common stock · Derivative 26,000 $0.00 $0.00
Disclosure

SEC source: 0001209191-18-003152 · doc5.xml · derivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class B Common stock · 26,000 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.

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March 02, 2017 Filed Mar 6, 2017 21:34 UTC
LOGAN BARRY SDirector · Senior Vice President
OtherCommon Stock 26 $148.12 $3,851.12
Disclosure

SEC source: 0001209191-17-018322 · doc4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 2,384

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

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March 02, 2017 Filed Mar 6, 2017 21:32 UTC
MENENDEZ ANA MCFO / Treasurer
OtherCommon Stock 26 $148.12 $3,851.12
Disclosure

SEC source: 0001209191-17-018317 · doc4.xml · nonDerivative · entry 1

MENENDEZ ANA M · CIK 0001243207 · CFO / Treasurer

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 1,340

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

Read SEC document
March 02, 2017 Filed Mar 6, 2017 21:30 UTC
Nahmad Aaron JDirector · President
GrantClass B Common Stock · Derivative 4,935 $148.75 $734,081.25
Disclosure

SEC source: 0001209191-17-018316 · doc4.xml · derivative · entry 5

Nahmad Aaron J · CIK 0001496535 · Director · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 78,311

Underlying: Class B Common Stock · 4,935 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
March 02, 2017 Filed Mar 6, 2017 21:30 UTC
Nahmad Aaron JDirector · President
OtherCommon Stock 26 $148.12 $3,851.12
Disclosure

SEC source: 0001209191-17-018316 · doc4.xml · nonDerivative · entry 1

Nahmad Aaron J · CIK 0001496535 · Director · President

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote (1)

Disclosed balance after: 293

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

Read SEC document
March 02, 2017 Filed Mar 6, 2017 21:29 UTC
NAHMAD ALBERT HDirector · Chairman and CEO
GrantClass B Common Stock · Derivative 15,353 $148.75 $2,283,758.75
Disclosure

SEC source: 0001209191-17-018312 · doc4.xml · derivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,172,182

Underlying: Class B Common Stock · 15,353 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
March 02, 2017 Filed Mar 6, 2017 21:29 UTC
NAHMAD ALBERT HDirector · Chairman and CEO
OtherCommon Stock 26 $148.12 $3,851.12
Disclosure

SEC source: 0001209191-17-018312 · 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: 1,353

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

Read SEC document
February 28, 2017 Filed Feb 28, 2017 22:08 UTC
RTX Corp10% owner
SaleCommon stock, $0.50 par value 1,250,000 $140.68 $175,850,000.00
Disclosure

SEC source: 0001209191-17-015347 · doc4.xml · nonDerivative · entry 2

UNITED TECHNOLOGIES CORP /DE/ · CIK 0000101829 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote 3

Disclosed balance after: 0

F3 · security: These shares are owned directly by UTC Canada Corporation, which is a wholly-owned subsidiary of United Technologies Corporation. United Technologies Corporation is an indirect beneficial owner of the reported security.

F2 · price: This amount represents the secondary price per share of common stock, $0.50 par value ("Common Stock"), of Watsco, Inc. (the "Issuer") received by Carrier Corporation and UTC Canada Corporation in an underwritten secondary block trade.

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February 28, 2017 Filed Feb 28, 2017 22:08 UTC
RTX Corp10% owner
SaleCommon stock, $0.50 par value 2,985,685 $140.68 $420,026,165.80
Disclosure

SEC source: 0001209191-17-015347 · doc4.xml · nonDerivative · entry 1

UNITED TECHNOLOGIES CORP /DE/ · CIK 0000101829 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote 1

Disclosed balance after: 0

F1 · security: These shares are owned directly by Carrier Corporation, which is a wholly-owned subsidiary of United Technologies Corporation. United Technologies Corporation is an indirect beneficial owner of the reported security

F2 · price: This amount represents the secondary price per share of common stock, $0.50 par value ("Common Stock"), of Watsco, Inc. (the "Issuer") received by Carrier Corporation and UTC Canada Corporation in an underwritten secondary block trade.

Read SEC document
January 06, 2017 Filed Jan 10, 2017 22:17 UTC
Nahmad Aaron JDirector · President
GrantClass B Common Stock · Derivative 20,839 $148.75 $3,099,801.25
Disclosure

SEC source: 0001209191-17-003235 · doc4.xml · derivative · entry 5

Nahmad Aaron J · CIK 0001496535 · Director · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 73,376

Underlying: Class B Common Stock · 20,839 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 06, 2017 Filed Jan 10, 2017 22:16 UTC
NAHMAD ALBERT HDirector · Chairman and CEO
GrantClass B Common Stock · Derivative 52,500 $148.75 $7,809,375.00
Disclosure

SEC source: 0001209191-17-003234 · doc4.xml · derivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,156,829

Underlying: Class B Common Stock · 52,500 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
April 22, 2016 Filed Jan 20, 2017 21:44 UTC
NAHMAD ALBERT HDirector · Chairman and CEO
GiftClass B Common Stock · Derivative 15,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-17-004900 · doc5.xml · derivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 297,079

Underlying: Class B Common Stock · 15,000 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 · 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
April 27, 2012 Filed Apr 30, 2012 21:22 UTC
RTX Corp10% owner
PurchaseCommon stock, $0.50 par value 1,250,000 $71.80 $89,750,000.00
Disclosure

SEC source: 0001181431-12-026377 · rrd343388.xml · nonDerivative · entry 1

UNITED TECHNOLOGIES CORP /DE/ · CIK 0000101829 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote 1

Disclosed balance after: 1,250,000

F1 · ownership.nature: These shares are owned directly by UTC Canada Corporation, which is a wholly-owned subsidiary of United Technologies Corporation. United Technologies Corporation is an indirect beneficial owner of the reported security.

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.