Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WATSCO INCWSO; WSOB · Entity 3422 | Director · President | October 09, 2026 | October 13, 2026 |
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 October 09, 2026 · Filed October 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stockSEC Table I · non-derivative | Direct | 16,078 |
Reported balance
After 2026-10-09 transaction · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · 2026-10-09 · Grant · Acquired 16,078 · Balance 16,078 F2: Award of stock pursuant to Watsco, Inc. Restricted Stock Agreement. |
| Common stockSEC Table I · non-derivative | Direct | 1,408 |
Reported balance
Holding disclosure · report date 2026-10-09 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 1,408 |
| Common stockSEC Table I · non-derivative | IndirectBy Spouse | 1,150 |
Reported balance
Holding disclosure · report date 2026-10-09 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,150 |
| Common stockSEC Table I · non-derivative | IndirectSee footnote | 526 |
Reported balance
Holding disclosure · report date 2026-10-09 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 526 F1: Ownership in Watsco, Inc. Profit Sharing Retirement Plan and Trust. |
| Class B Common stockSEC Table II · derivative / convertible security | Direct | 64,237 |
Reported balance
Holding disclosure · report date 2026-10-09 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 64,237 F3: The Class B Common Stock is convertible into Common Stock at any time on a one-for-one basis and has no expiration date. |
| Class B Common stockSEC Table II · derivative / convertible security | Direct | 305,993 |
Reported balance
Holding disclosure · report date 2026-10-09 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 305,993 F3: 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: Award of stock pursuant to Watsco, Inc. Restricted Stock Agreement. |
| Class B Common stockSEC Table II · derivative / convertible security | IndirectSee footnote | 16,302 |
Reported balance
Holding disclosure · report date 2026-10-09 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 16,302 F3: The Class B Common Stock is convertible into Common Stock at any time on a one-for-one basis and has no expiration date. F4: Includes 117 and 165 shares acquired on April 30, 2026 and July 31, 2026, respectively, under the Watsco Inc. Dividend Reinvestment Plan. F5: Reflects shares held by custodial accounts for Mr. Nahmad's children, of which Mr. Nahmad is the custodian. |
Filing footnotes · ownership attribution and instrument terms
F1: Ownership in Watsco, Inc. Profit Sharing Retirement Plan and Trust.
F2: Award of stock pursuant to Watsco, Inc. Restricted Stock Agreement.
F3: The Class B Common Stock is convertible into Common Stock at any time on a one-for-one basis and has no expiration date.
F4: Includes 117 and 165 shares acquired on April 30, 2026 and July 31, 2026, respectively, under the Watsco Inc. Dividend Reinvestment Plan.
F5: Reflects shares held by custodial accounts for Mr. Nahmad's children, of which Mr. Nahmad is the custodian.
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 |
|---|---|---|---|---|---|---|
| October 09, 2026 Filed Oct 13, 2026 20:20 UTC | WATSCO INC WSO; WSOB · Entity 3422 | GrantCommon stock | 16,078 | $279.90 | $4,500,232.20 |
DisclosureSEC source: 0001193125-26-420464 · ownership.xml · nonDerivative · entry 4 Nahmad Aaron J · CIK 0001496535 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,078 F2 · ownership.direct: Award of stock pursuant to Watsco, Inc. Restricted Stock Agreement. Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 20:17 UTC | WATSCO INC WSO; WSOB · Entity 3422 | OtherCommon stock | 25 | $336.95 | $8,423.75 |
DisclosureSEC source: 0001193125-26-106203 · ownership.xml · nonDerivative · entry 3 Nahmad Aaron J · CIK 0001496535 · Director · President 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 526 F1 · ownership.nature: Ownership in Watsco, Inc. Profit Sharing Retirement Plan and Trust. Read SEC document |
| January 07, 2026 Filed Jan 9, 2026 21:12 UTC | WATSCO INC WSO; WSOB · Entity 3422 | GrantClass B Common stock · Derivative | 13,955 | $338.85 | $4,728,651.75 |
DisclosureSEC source: 0001193125-26-008930 · ownership.xml · derivative · entry 4 Nahmad Aaron J · CIK 0001496535 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 305,993 Underlying: Class B Common stock · 13,955 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 13, 2025 Filed Mar 17, 2025 20:11 UTC | WATSCO INC WSO; WSOB · Entity 3422 | OtherCommon stock | 18 | $473.89 | $8,530.02 |
DisclosureSEC source: 0000950170-25-040253 · ownership.xml · nonDerivative · entry 1 Nahmad Aaron J · CIK 0001496535 · Director · President 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 501 F1 · ownership.nature: Ownership in Watsco, Inc. Profit Sharing Retirement Plan and Trust. Read SEC document |
| February 11, 2025 Filed Feb 13, 2025 21:28 UTC | WATSCO INC WSO; WSOB · Entity 3422 | GrantClass B Common stock · Derivative | 569 | $473.85 | $269,620.65 |
DisclosureSEC source: 0000950170-25-019931 · ownership.xml · derivative · entry 4 Nahmad Aaron J · CIK 0001496535 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 292,038 Underlying: Class B Common stock · 569 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 07, 2025 Filed Jan 10, 2025 22:03 UTC | WATSCO INC WSO; WSOB · Entity 3422 | GrantClass B Common stock · Derivative | 10,639 | $469.95 | $4,999,798.05 |
DisclosureSEC source: 0000950170-25-004282 · ownership.xml · derivative · entry 5 Nahmad Aaron J · CIK 0001496535 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,639 Underlying: Class B Common stock · 10,639 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 07, 2025 Filed Jan 10, 2025 22:03 UTC | WATSCO INC WSO; WSOB · Entity 3422 | GrantClass B Common stock · Derivative | 8,698 | $469.95 | $4,087,625.10 |
DisclosureSEC source: 0000950170-25-004282 · ownership.xml · derivative · entry 4 Nahmad Aaron J · CIK 0001496535 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 280,830 Underlying: Class B Common stock · 8,698 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 11, 2024 Filed Mar 13, 2024 21:02 UTC | WATSCO INC WSO; WSOB · Entity 3422 | OtherCommon stock | 19 | $428.47 | $8,140.93 |
DisclosureSEC source: 0001209191-24-004813 · doc4.xml · nonDerivative · entry 1 Nahmad Aaron J · CIK 0001496535 · Director · President 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 483 F1 · ownership.nature: Ownership in Watsco, Inc. Profit Sharing Retirement Plan and Trust. Read SEC document |
| January 09, 2024 Filed Jan 11, 2024 21:39 UTC | WATSCO INC WSO; WSOB · Entity 3422 | GrantClass B Common stock · Derivative | 12,118 | $412.60 | $4,999,886.80 |
DisclosureSEC source: 0001209191-24-001472 · doc4.xml · derivative · entry 5 Nahmad Aaron J · CIK 0001496535 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,118 Underlying: Class B Common stock · 12,118 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 09, 2024 Filed Jan 11, 2024 21:39 UTC | WATSCO INC WSO; WSOB · Entity 3422 | GrantClass B Common stock · Derivative | 17,764 | $422.20 | $7,499,960.80 |
DisclosureSEC source: 0001209191-24-001472 · doc4.xml · derivative · entry 4 Nahmad Aaron J · CIK 0001496535 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 260,014 Underlying: Class B Common stock · 17,764 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 13, 2023 Filed Mar 15, 2023 20:18 UTC | WATSCO INC WSO; WSOB · Entity 3422 | OtherCommon stock | 30 | $249.40 | $7,482.00 |
DisclosureSEC source: 0001209191-23-018900 · doc4.xml · nonDerivative · entry 1 Nahmad Aaron J · CIK 0001496535 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 464 F1 · ownership.nature: Ownership in Watsco, Inc. Profit Sharing Retirement Plan and Trust. Read SEC document |
| February 07, 2023 Filed Feb 9, 2023 22:07 UTC | WATSCO INC WSO; WSOB · Entity 3422 | GrantClass B Common stock · Derivative | 632 | $316.32 | $199,914.24 |
DisclosureSEC source: 0001209191-23-008068 · doc4.xml · derivative · entry 5 Nahmad Aaron J · CIK 0001496535 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,237 Underlying: Class B Common stock · 632 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. Read SEC document |
| February 07, 2023 Filed Feb 9, 2023 22:07 UTC | WATSCO INC WSO; WSOB · Entity 3422 | GrantClass B Common stock · Derivative | 29,701 | $252.51 | $7,499,799.51 |
DisclosureSEC source: 0001209191-23-008068 · doc4.xml · derivative · entry 4 Nahmad Aaron J · CIK 0001496535 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 242,250 Underlying: Class B Common stock · 29,701 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 10, 2023 Filed Jan 12, 2023 21:52 UTC | WATSCO INC WSO; WSOB · Entity 3422 | GrantClass B Common stock · Derivative | 9,229 | $270.88 | $2,499,951.52 |
DisclosureSEC source: 0001209191-23-003162 · doc4.xml · derivative · entry 4 Nahmad Aaron J · CIK 0001496535 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 212,549 Underlying: Class B Common stock · 9,229 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 14, 2022 Filed Mar 16, 2022 20:15 UTC | WATSCO INC WSO; WSOB · Entity 3422 | OtherCommon stock | 23 | $312.88 | $7,196.24 |
DisclosureSEC 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 |
| January 11, 2022 Filed Jan 13, 2022 22:23 UTC | WATSCO INC WSO; WSOB · Entity 3422 | GrantClass B Common stock · Derivative | 7,224 | $314.00 | $2,268,336.00 |
DisclosureSEC 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 | WATSCO INC WSO; WSOB · Entity 3422 | GrantClass B Common stock · Derivative | 24,444 | $306.82 | $7,499,908.08 |
DisclosureSEC 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 |
| March 10, 2021 Filed Mar 12, 2021 21:38 UTC | WATSCO INC WSO; WSOB · Entity 3422 | OtherCommon stock | 25 | $226.55 | $5,663.75 |
DisclosureSEC 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 |
| February 09, 2021 Filed Feb 11, 2021 21:24 UTC | WATSCO INC WSO; WSOB · Entity 3422 | GrantClass B Common stock · Derivative | 5,303 | $233.05 | $1,235,864.15 |
DisclosureSEC 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 |
| January 12, 2021 Filed Jan 14, 2021 21:44 UTC | WATSCO INC WSO; WSOB · Entity 3422 | GrantClass B Common stock · Derivative | 2,844 | $233.05 | $662,794.20 |
DisclosureSEC 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 | WATSCO INC WSO; WSOB · Entity 3422 | GrantClass B Common stock · Derivative | 26,878 | $233.05 | $6,263,917.90 |
DisclosureSEC 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 |
| March 09, 2020 Filed Mar 11, 2020 20:31 UTC | WATSCO INC WSO; WSOB · Entity 3422 | OtherCommon stock | 31 | $180.15 | $5,584.65 |
DisclosureSEC source: 0001209191-20-018105 · doc4.xml · nonDerivative · entry 1 Nahmad Aaron J · CIK 0001496535 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 386 F1 · ownership.nature: Ownership in Watsco, Inc. Profit Sharing Retirement Plan and Trust. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 21:34 UTC | WATSCO INC WSO; WSOB · Entity 3422 | GrantClass B Common stock · Derivative | 108 | $181.50 | $19,602.00 |
DisclosureSEC source: 0001209191-20-009213 · doc4.xml · derivative · entry 4 Nahmad Aaron J · CIK 0001496535 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,627 Underlying: Class B Common stock · 108 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 07, 2020 Filed Jan 9, 2020 21:52 UTC | WATSCO INC WSO; WSOB · Entity 3422 | GrantClass B Common stock · Derivative | 2,138 | $181.50 | $388,047.00 |
DisclosureSEC source: 0001209191-20-002784 · doc4.xml · derivative · entry 5 Nahmad Aaron J · CIK 0001496535 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,138 Underlying: Class B Common stock · 2,138 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 07, 2020 Filed Jan 9, 2020 21:52 UTC | WATSCO INC WSO; WSOB · Entity 3422 | GrantClass B Common stock · Derivative | 18,640 | $181.50 | $3,383,160.00 |
DisclosureSEC source: 0001209191-20-002784 · doc4.xml · derivative · entry 4 Nahmad Aaron J · CIK 0001496535 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,381 Underlying: Class B Common stock · 18,640 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 04, 2019 Filed Apr 8, 2019 21:28 UTC | WATSCO INC WSO; WSOB · Entity 3422 | GrantClass B Common stock · Derivative | 354 | $142.86 | $50,572.44 |
DisclosureSEC source: 0001209191-19-024014 · doc4.xml · derivative · entry 4 Nahmad Aaron J · CIK 0001496535 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,741 Underlying: Class B Common stock · 354 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 12, 2019 Filed Mar 14, 2019 20:55 UTC | WATSCO INC WSO; WSOB · Entity 3422 | OtherCommon stock | 39 | $139.14 | $5,426.46 |
DisclosureSEC source: 0001209191-19-019496 · doc4.xml · nonDerivative · entry 1 Nahmad Aaron J · CIK 0001496535 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 355 F1 · ownership.nature: Ownership in Watsco, Inc. Profit Sharing Retirement Plan and Trust. Read SEC document |
| February 12, 2019 Filed Feb 14, 2019 21:49 UTC | WATSCO INC WSO; WSOB · Entity 3422 | GrantClass B Common stock · Derivative | 14,706 | $135.25 | $1,988,986.50 |
DisclosureSEC source: 0001209191-19-010240 · doc4.xml · derivative · entry 4 Nahmad Aaron J · CIK 0001496535 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,387 Underlying: Class B Common stock · 14,706 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 07, 2019 Filed Jan 9, 2019 21:32 UTC | WATSCO INC WSO; WSOB · Entity 3422 | GrantClass B Common stock · Derivative | 8,591 | $141.66 | $1,217,001.06 |
DisclosureSEC source: 0001209191-19-003055 · doc4.xml · derivative · entry 4 Nahmad Aaron J · CIK 0001496535 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,681 Underlying: Class B Common stock · 8,591 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 08, 2018 Filed Mar 12, 2018 22:04 UTC | WATSCO INC WSO; WSOB · Entity 3422 | OtherCommon stock | 23 | $170.04 | $3,910.92 |
DisclosureSEC source: 0001209191-18-018937 · doc4.xml · nonDerivative · entry 1 Nahmad Aaron J · CIK 0001496535 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 316 F1 · ownership.nature: Ownership in Watsco, Inc. Profit Sharing Retirement Plan and Trust. Read SEC document |
| February 06, 2018 Filed Feb 8, 2018 22:03 UTC | WATSCO INC WSO; WSOB · Entity 3422 | GrantClass B Common stock · Derivative | 6,775 | $169.00 | $1,144,975.00 |
DisclosureSEC source: 0001209191-18-008469 · doc4.xml · derivative · entry 4 Nahmad Aaron J · CIK 0001496535 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,090 Underlying: Class B Common stock · 6,775 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 08, 2018 Filed Jan 10, 2018 22:49 UTC | WATSCO INC WSO; WSOB · Entity 3422 | GrantClass B Common stock · Derivative | 7,004 | $169.00 | $1,183,676.00 |
DisclosureSEC source: 0001209191-18-003156 · doc4.xml · derivative · entry 4 Nahmad Aaron J · CIK 0001496535 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,315 Underlying: Class B Common stock · 7,004 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 | WATSCO INC WSO; WSOB · Entity 3422 | GrantClass B Common Stock · Derivative | 4,935 | $148.75 | $734,081.25 |
DisclosureSEC 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 | WATSCO INC WSO; WSOB · Entity 3422 | OtherCommon Stock | 26 | $148.12 | $3,851.12 |
DisclosureSEC 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 |
| January 06, 2017 Filed Jan 10, 2017 22:17 UTC | WATSCO INC WSO; WSOB · Entity 3422 | GrantClass B Common Stock · Derivative | 20,839 | $148.75 | $3,099,801.25 |
DisclosureSEC 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.