Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WATSCO INCWSO; WSOB · Entity 3422 | EVP and COO | March 09, 2020 | March 11, 2020 |
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 March 09, 2020 · Filed March 11, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stockSEC Table I · non-derivative | IndirectSee footnote | 852 |
Reported balance
After 2020-03-09 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2020-03-09 · Other · Acquired 30 · Balance 852 F1: Ownership in Watsco, Inc. Profit Sharing Retirement Plan and Trust. |
| Class B Common stockSEC Table II · derivative / convertible security | Direct | 6,837 |
Reported balance
Holding disclosure · report date 2020-03-09 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 6,837 F2: 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: Award of stock pursuant to Watsco, Inc. Restricted Stock Agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Ownership in Watsco, Inc. Profit Sharing Retirement Plan and Trust.
F2: 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: Award of stock pursuant to Watsco, Inc. Restricted Stock Agreement.
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 |
|---|---|---|---|---|---|---|
| March 09, 2020 Filed Mar 11, 2020 20:33 UTC | WATSCO INC WSO; WSOB · Entity 3422 | OtherCommon stock | 30 | $180.15 | $5,404.50 |
DisclosureSEC source: 0001209191-20-018108 · doc4.xml · nonDerivative · entry 1 Rush Stephen F. · CIK 0001773090 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 852 F1 · ownership.nature: Ownership in Watsco, Inc. Profit Sharing Retirement Plan and Trust. Read SEC document |
| April 01, 2019 Filed Apr 10, 2019 20:43 UTC | WATSCO INC WSO; WSOB · Entity 3422 | GrantClass B Common stock · Derivative | 5,000 | $144.27 | $721,350.00 |
DisclosureSEC source: 0001209191-19-024257 · doc4.xml · derivative · entry 2 Rush Stephen F. · CIK 0001773090 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,837 Underlying: Class B Common stock · 5,000 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. F3 · ownership.direct: Award of stock pursuant to Watsco, Inc. Restricted Stock Agreement. 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.