Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WATSCO INCWSO; WSOB · Entity 3422 | Director | December 31, 2022 | January 12, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
WATSCO INC
Report date December 31, 2022 · Filed January 12, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stockSEC Table I · non-derivative | IndirectBy Spouse | 1,000 |
Reported balance
Holding disclosure · report date 2022-12-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 1,000 |
| Common stockSEC Table I · non-derivative | IndirectBy IRA | 1,700 |
Reported balance
Holding disclosure · report date 2022-12-31 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,700 |
| Common stockSEC Table I · non-derivative | IndirectBy Trust | 36,500 |
Reported balance
Holding disclosure · report date 2022-12-31 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 36,500 |
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 01, 2022 Filed Jun 3, 2022 20:11 UTC | WATSCO INC WSO; WSOB · Entity 3422 | Exercise / conversionStock Option (right to buy) · Derivative | 2,500 | $175.07 Strike: $175.07 | $437,675.00 |
DisclosureSEC 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. Read SEC document |
| June 01, 2022 Filed Jun 3, 2022 20:11 UTC | WATSCO INC WSO; WSOB · Entity 3422 | Exercise / conversionCommon Stock | 2,500 | $175.07 | $437,675.00 |
DisclosureSEC 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. Read SEC document |
| April 25, 2022 Filed Apr 27, 2022 20:11 UTC | WATSCO INC WSO; WSOB · Entity 3422 | Exercise / conversionStock Option (right to buy) · Derivative | 2,000 | $160.69 Strike: $160.69 | $321,380.00 |
DisclosureSEC 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 | WATSCO INC WSO; WSOB · Entity 3422 | Exercise / conversionCommon Stock | 2,000 | $160.69 | $321,380.00 |
DisclosureSEC 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 |
| December 07, 2020 Filed Dec 9, 2020 21:42 UTC | WATSCO INC WSO; WSOB · Entity 3422 | Exercise / conversionStock Option (right to buy) · Derivative | 3,000 | $160.69 Strike: $160.69 | $482,070.00 |
DisclosureSEC 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 | WATSCO INC WSO; WSOB · Entity 3422 | Exercise / conversionStock Option (right to buy) · Derivative | 4,000 | $185.12 Strike: $185.12 | $740,480.00 |
DisclosureSEC 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 | WATSCO INC WSO; WSOB · Entity 3422 | Exercise / conversionStock Option (right to buy) · Derivative | 4,000 | $143.86 Strike: $143.86 | $575,440.00 |
DisclosureSEC 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 | WATSCO INC WSO; WSOB · Entity 3422 | Exercise / conversionStock Option (right to buy) · Derivative | 1,000 | $142.21 Strike: $142.21 | $142,210.00 |
DisclosureSEC 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 | WATSCO INC WSO; WSOB · Entity 3422 | Exercise / conversionCommon Stock | 3,000 | $160.69 | $482,070.00 |
DisclosureSEC 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 | WATSCO INC WSO; WSOB · Entity 3422 | Exercise / conversionCommon Stock | 4,000 | $185.12 | $740,480.00 |
DisclosureSEC 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 | WATSCO INC WSO; WSOB · Entity 3422 | Exercise / conversionCommon Stock | 4,000 | $143.86 | $575,440.00 |
DisclosureSEC 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 | WATSCO INC WSO; WSOB · Entity 3422 | Exercise / conversionCommon Stock | 1,000 | $142.21 | $142,210.00 |
DisclosureSEC 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 |
| June 01, 2020 Filed Jun 3, 2020 20:55 UTC | WATSCO INC WSO; WSOB · Entity 3422 | GrantStock Option (right to buy) · Derivative | 2,500 | $175.07 Strike: $175.07 | $437,675.00 |
DisclosureSEC source: 0001209191-20-034092 · doc4.xml · derivative · entry 8 MOSS BOB L · CIK 0001248688 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 Underlying: Common Stock · 2,500 shares Expires 2025-06-01 F5 · derivative.exercise_date: The options vest 33 1/3% on June 1, 2020, June 1, 2021 and June 1, 2022, respectively. Read SEC document |
| November 14, 2019 Filed Nov 18, 2019 21:33 UTC | WATSCO INC WSO; WSOB · Entity 3422 | SaleCommon Stock | 100 | $178.10 | $17,809.68 |
DisclosureSEC source: 0001209191-19-056948 · doc4.xml · nonDerivative · entry 2 MOSS BOB L · CIK 0001248688 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 1,700 Read SEC document |
| June 03, 2019 Filed Jun 5, 2019 20:10 UTC | WATSCO INC WSO; WSOB · Entity 3422 | GrantStock Option (right to buy) · Derivative | 5,000 | $160.69 Strike: $160.69 | $803,450.00 |
DisclosureSEC source: 0001209191-19-034719 · doc4.xml · derivative · entry 7 MOSS BOB L · CIK 0001248688 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2024-06-03 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 |
| June 04, 2018 Filed Jun 6, 2018 21:05 UTC | WATSCO INC WSO; WSOB · Entity 3422 | GrantStock Option (right to buy) · Derivative | 4,000 | $185.12 Strike: $185.12 | $740,480.00 |
DisclosureSEC source: 0001209191-18-036107 · doc4.xml · derivative · entry 4 MOSS BOB L · CIK 0001248688 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 Underlying: Common Stock · 4,000 shares Expires 2023-06-04 F1 · derivative.exercise_date: The options vest 33 1/3% on June 4, 2018, June 4, 2019 and June 4, 2020, respectively. Read SEC document |
| June 05, 2017 Filed Jun 7, 2017 21:29 UTC | WATSCO INC WSO; WSOB · Entity 3422 | GrantStock Option (Right to buy) · Derivative | 4,000 | $143.86 Strike: $143.86 | $575,440.00 |
DisclosureSEC source: 0001209191-17-038376 · doc4.xml · derivative · entry 4 MOSS BOB L · CIK 0001248688 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.