Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WATSCO INCWSO; WSOB · Entity 3422 | Director | June 04, 2018 | June 06, 2018 |
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 June 04, 2018 · Filed June 06, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $185.12 · Expires 2023-06-04 | Direct | 4,000 |
Reported balance
After 2018-06-04 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2018-06-04 · Grant · Acquired 4,000 · Balance 4,000 F1: The options vest 33 1/3% on June 4, 2018, June 4, 2019 and June 4, 2020, respectively. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $143.86 · Expires 2022-06-05 | Direct | 4,000 |
Reported balance
Holding disclosure · report date 2018-06-04 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 4,000 F2: The options vest 33 1/3% on June 5, 2017, June 5, 2018 and June 5, 2019, respectively. |
Filing footnotes · ownership attribution and instrument terms
F1: The options vest 33 1/3% on June 4, 2018, June 4, 2019 and June 4, 2020, respectively.
F2: The options vest 33 1/3% on June 5, 2017, June 5, 2018 and June 5, 2019, respectively.
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 04, 2018 Filed Jun 6, 2018 21:03 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: 0001209191-18-036101 · 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 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 21:21 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: 0001209191-17-038367 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.