Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WATSCO INCWSO; WSOB · Entity 3422 | Director · Executive Vice 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 | 3,573 |
Reported balance
After 2026-10-09 transaction · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · 2026-10-09 · Grant · Acquired 3,573 · Balance 3,573 F2: Award of stock pursuant to Watsco, Inc. Restricted Stock Agreement. |
| Common stockSEC Table I · non-derivative | Direct | 30,000 |
Reported balance
Holding disclosure · report date 2026-10-09 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 30,000 |
| Common stockSEC Table I · non-derivative | IndirectSee footnote | 1,802 |
Reported balance
Holding disclosure · report date 2026-10-09 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 1,802 F1: Ownership in Watsco, Inc. Profit Sharing Retirement Plan and Trust. |
| Class B Common stockSEC Table II · derivative / convertible security | Direct | 113,037 |
Reported balance
Holding disclosure · report date 2026-10-09 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 113,037 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: Reflects 70,000 shares directly held and 43,037 shares that remain subject to vesting restrictions. |
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: Reflects 70,000 shares directly held and 43,037 shares that remain subject to vesting restrictions.
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 20:26 UTC | WATSCO INC WSO; WSOB · Entity 3422 | GrantCommon stock | 3,573 | $279.90 | $1,000,082.70 |
DisclosureSEC source: 0001193125-26-420477 · ownership.xml · nonDerivative · entry 3 LOGAN BARRY S · CIK 0001243209 · Director · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,573 F2 · ownership.direct: Award of stock pursuant to Watsco, Inc. Restricted Stock Agreement. Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 20:18 UTC | WATSCO INC WSO; WSOB · Entity 3422 | OtherCommon stock | 19 | $336.95 | $6,402.05 |
DisclosureSEC source: 0001193125-26-106207 · ownership.xml · nonDerivative · entry 1 LOGAN BARRY S · CIK 0001243209 · Director · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 1,802 F1 · ownership.nature: Ownership in Watsco, Inc. Profit Sharing Retirement Plan and Trust. Read SEC document |
| March 13, 2025 Filed Mar 17, 2025 20:14 UTC | WATSCO INC WSO; WSOB · Entity 3422 | OtherCommon stock | 13 | $473.89 | $6,160.57 |
DisclosureSEC source: 0000950170-25-040269 · ownership.xml · nonDerivative · entry 1 LOGAN BARRY S · CIK 0001243209 · Director · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 1,783 F1 · ownership.nature: Ownership in Watsco, Inc. Profit Sharing Retirement Plan and Trust. Read SEC document |
| December 18, 2024 Filed Dec 18, 2024 22:02 UTC | WATSCO INC WSO; WSOB · Entity 3422 | SaleCommon stock | 10,998 | $508.21 | $5,589,293.58 |
DisclosureSEC source: 0000950170-24-137977 · ownership.xml · nonDerivative · entry 3 LOGAN BARRY S · CIK 0001243209 · Director · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $508.00 to $508.42, inclusive. The reporting person undertakes to provide Watsco, any security holder of Watsco or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (2) to this Form 4. Read SEC document |
| December 14, 2024 Filed Dec 18, 2024 22:02 UTC | WATSCO INC WSO; WSOB · Entity 3422 | Tax withholdingCommon stock | 71,702 | $509.75 | $36,550,094.50 |
DisclosureSEC source: 0000950170-24-137977 · ownership.xml · nonDerivative · entry 2 LOGAN BARRY S · CIK 0001243209 · Director · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,000 Read SEC document |
| May 10, 2024 Filed May 15, 2024 00:00 UTC | WATSCO INC WSO; WSOB · Entity 3422 | SaleCommon stock | 774 | $473.85 | $366,759.28 |
DisclosureSEC source: 0001209191-24-005645 · doc4.xml · nonDerivative · entry 1 LOGAN BARRY S · CIK 0001243209 · Director · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 1,770 F1 · ownership.nature: Ownership in Watsco, Inc. Profit Sharing Retirement Plan and Trust. Read SEC document |
| March 11, 2024 Filed Mar 13, 2024 21:04 UTC | WATSCO INC WSO; WSOB · Entity 3422 | OtherCommon stock | 18 | $428.47 | $7,712.46 |
DisclosureSEC source: 0001209191-24-004814 · doc4.xml · nonDerivative · entry 1 LOGAN BARRY S · CIK 0001243209 · Director · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 2,544 F1 · ownership.nature: Ownership in Watsco, Inc. Profit Sharing Retirement Plan and Trust. Read SEC document |
| March 13, 2023 Filed Mar 15, 2023 20:19 UTC | WATSCO INC WSO; WSOB · Entity 3422 | OtherCommon stock | 30 | $249.40 | $7,482.00 |
DisclosureSEC source: 0001209191-23-018903 · doc4.xml · nonDerivative · entry 1 LOGAN BARRY S · CIK 0001243209 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 2,526 F1 · ownership.nature: Ownership in Watsco, Inc. Profit Sharing Retirement Plan and Trust. Read SEC document |
| March 14, 2022 Filed Mar 16, 2022 20:18 UTC | WATSCO INC WSO; WSOB · Entity 3422 | OtherCommon stock | 23 | $312.88 | $7,196.24 |
DisclosureSEC source: 0001209191-22-019222 · doc4.xml · nonDerivative · entry 1 LOGAN BARRY S · CIK 0001243209 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 2,496 F1 · ownership.nature: Ownership in Watsco, Inc. Profit Sharing Retirement Plan and Trust. Read SEC document |
| June 07, 2021 Filed Jun 9, 2021 20:31 UTC | WATSCO INC WSO; WSOB · Entity 3422 | GrantClass B Common stock · Derivative | 5,000 | $292.01 | $1,460,050.00 |
DisclosureSEC source: 0001209191-21-039182 · doc4.xml · derivative · entry 5 LOGAN BARRY S · CIK 0001243209 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,037 Underlying: Class B Common stock · 5,000 shares Expires not disclosed F3 · 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. F3 · 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. F3 · 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. F2 · ownership.direct: Award of stock pursuant to Watsco, Inc. Restricted Stock Agreement. Read SEC document |
| April 28, 2021 Filed Apr 30, 2021 20:55 UTC | WATSCO INC WSO; WSOB · Entity 3422 | SaleCommon stock | 383 | $292.46 | $112,011.03 |
DisclosureSEC source: 0001209191-21-029326 · doc4.xml · nonDerivative · entry 6 LOGAN BARRY S · CIK 0001243209 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,500 F5 · price: The price reported in Column 8 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $292.4301 to $292.471, inclusive. The reporting person undertakes to provide Watsco, any security holder of Watsco or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (5) to this Form 4. Read SEC document |
| April 28, 2021 Filed Apr 30, 2021 20:55 UTC | WATSCO INC WSO; WSOB · Entity 3422 | SaleCommon stock | 892 | $293.42 | $261,727.43 |
DisclosureSEC source: 0001209191-21-029326 · doc4.xml · nonDerivative · entry 5 LOGAN BARRY S · CIK 0001243209 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F4 · price: The price reported in Column 8 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $292.93 to $293.7219, inclusive. The reporting person undertakes to provide Watsco, any security holder of Watsco or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (4) to this Form 4. Read SEC document |
| April 28, 2021 Filed Apr 30, 2021 20:55 UTC | WATSCO INC WSO; WSOB · Entity 3422 | SaleCommon stock | 4,225 | $294.44 | $1,244,011.11 |
DisclosureSEC source: 0001209191-21-029326 · doc4.xml · nonDerivative · entry 4 LOGAN BARRY S · CIK 0001243209 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F3 · price: The price reported in Column 8 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $293.952 to $294.929, inclusive. The reporting person undertakes to provide Watsco, any security holder of Watsco or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (3) to this Form 4. Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 21:34 UTC | WATSCO INC WSO; WSOB · Entity 3422 | OtherCommon stock | 1 | $226.55 | $226.55 |
DisclosureSEC source: 0001209191-21-020173 · doc4.xml · nonDerivative · entry 1 LOGAN BARRY S · CIK 0001243209 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 2,473 F1 · ownership.nature: Ownership in Watsco, Inc. Profit Sharing Retirement Plan and Trust. Read SEC document |
| March 09, 2020 Filed Mar 11, 2020 20:29 UTC | WATSCO INC WSO; WSOB · Entity 3422 | OtherCommon stock | 28 | $180.15 | $5,044.20 |
DisclosureSEC source: 0001209191-20-018102 · doc4.xml · nonDerivative · entry 1 LOGAN BARRY S · CIK 0001243209 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 2,472 F1 · ownership.nature: Ownership in Watsco, Inc. Profit Sharing Retirement Plan and Trust. Read SEC document |
| March 05, 2020 Filed Mar 6, 2020 21:41 UTC | WATSCO INC WSO; WSOB · Entity 3422 | SaleCommon stock | 500 | $173.73 | $86,862.50 |
DisclosureSEC source: 0001209191-20-016945 · doc4.xml · nonDerivative · entry 5 LOGAN BARRY S · CIK 0001243209 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,000 Read SEC document |
| March 04, 2020 Filed Mar 6, 2020 21:41 UTC | WATSCO INC WSO; WSOB · Entity 3422 | SaleCommon stock | 3,800 | $167.76 | $637,500.16 |
DisclosureSEC source: 0001209191-20-016945 · doc4.xml · nonDerivative · entry 4 LOGAN BARRY S · CIK 0001243209 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F3 · price: The price reported in Column 8 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $167.53 to 167.97, inclusive. The reporting person undertakes to provide Watsco, any security holder of Watsco or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (3) to this Form 4. Read SEC document |
| March 12, 2019 Filed Mar 14, 2019 20:56 UTC | WATSCO INC WSO; WSOB · Entity 3422 | OtherCommon stock | 37 | $139.14 | $5,148.18 |
DisclosureSEC source: 0001209191-19-019497 · doc4.xml · nonDerivative · entry 1 LOGAN BARRY S · CIK 0001243209 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 2,444 F1 · ownership.nature: Ownership in Watsco, Inc. Profit Sharing Retirement Plan and Trust. Read SEC document |
| December 20, 2018 Filed Dec 21, 2018 22:21 UTC | WATSCO INC WSO; WSOB · Entity 3422 | SaleCommon stock | 2,500 | $141.27 | $353,165.50 |
DisclosureSEC source: 0001209191-18-063969 · doc4.xml · nonDerivative · entry 4 LOGAN BARRY S · CIK 0001243209 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,300 F3 · price: The price reported in Column 8 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $141.141 to 141.29, inclusive. The reporting person undertakes to provide Watsco, any security holder of Watsco or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (4) to this Form 4. 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: 0001209191-18-018939 · 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: 2,407 F1 · ownership.nature: Ownership in Watsco, Inc. Profit Sharing Retirement Plan and Trust. Read SEC document |
| November 22, 2017 Filed Nov 27, 2017 21:43 UTC | WATSCO INC WSO; WSOB · Entity 3422 | SaleCommon stock | 3,246 | $164.30 | $533,301.89 |
DisclosureSEC source: 0001209191-17-062591 · doc4.xml · nonDerivative · entry 4 LOGAN BARRY S · CIK 0001243209 · Director · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,800 Read SEC document |
| June 05, 2017 Filed Jun 7, 2017 21:32 UTC | WATSCO INC WSO; WSOB · Entity 3422 | GrantClass B Common Stock · Derivative | 3,000 | $138.12 | $414,360.00 |
DisclosureSEC source: 0001209191-17-038378 · doc4.xml · derivative · entry 5 LOGAN BARRY S · CIK 0001243209 · Director · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,037 Underlying: Class B Common Stock · 3,000 shares Expires not disclosed F3 · 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. F3 · 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. F3 · 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. F2 · ownership.direct: Award of stock pursuant to Watsco, Inc. Restricted Stock Agreement. Read SEC document |
| March 02, 2017 Filed Mar 6, 2017 21:34 UTC | WATSCO INC WSO; WSOB · Entity 3422 | OtherCommon Stock | 26 | $148.12 | $3,851.12 |
DisclosureSEC 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. 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.