Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WATSCO INCWSO; WSOB · Entity 3422 | CFO / Treasurer | March 11, 2026 | March 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 March 11, 2026 · Filed March 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stockSEC Table I · non-derivative | IndirectSee footnote | 1,573 |
Reported balance
After 2026-03-11 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-03-11 · Other · Acquired 25 · Balance 1,573 F1: Ownership in Watsco, Inc. Profit Sharing Retirement Plan and Trust. |
| Common StockSEC Table I · non-derivative | Direct | 28,954 |
Reported balance
Holding disclosure · report date 2026-03-11 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 28,954 |
| Common StockSEC Table I · non-derivative | Direct | 40,000 |
Reported balance
Holding disclosure · report date 2026-03-11 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 40,000 F2: Award of stock pursuant to Watsco, Inc. Restricted Stock Agreement. |
| Class B Common stockSEC Table II · derivative / convertible security | Direct | 40,037 |
Reported balance
Holding disclosure · report date 2026-03-11 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 40,037 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. F2: Award of stock pursuant to Watsco, Inc. Restricted Stock Agreement. |
| Class B Common stockSEC Table II · derivative / convertible security | Direct | 4,867 |
Reported balance
Holding disclosure · report date 2026-03-11 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 4,867 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. |
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.
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 11, 2026 Filed Mar 13, 2026 20:21 UTC | WATSCO INC WSO; WSOB · Entity 3422 | OtherCommon stock | 25 | $336.95 | $8,423.75 |
DisclosureSEC source: 0001193125-26-106222 · ownership.xml · nonDerivative · entry 1 MENENDEZ ANA M · CIK 0001243207 · CFO / Treasurer 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 1,573 F1 · ownership.nature: Ownership in Watsco, Inc. Profit Sharing Retirement Plan and Trust. Read SEC document |
| March 13, 2025 Filed Mar 17, 2025 20:13 UTC | WATSCO INC WSO; WSOB · Entity 3422 | OtherCommon stock | 18 | $473.89 | $8,530.02 |
DisclosureSEC source: 0000950170-25-040262 · ownership.xml · nonDerivative · entry 1 MENENDEZ ANA M · CIK 0001243207 · CFO / Treasurer 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 1,548 F1 · ownership.nature: Ownership in Watsco, Inc. Profit Sharing Retirement Plan and Trust. Read SEC document |
| March 11, 2024 Filed Mar 13, 2024 21:05 UTC | WATSCO INC WSO; WSOB · Entity 3422 | OtherCommon stock | 19 | $428.47 | $8,140.93 |
DisclosureSEC source: 0001209191-24-004815 · doc4.xml · nonDerivative · entry 1 MENENDEZ ANA M · CIK 0001243207 · CFO / Treasurer 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 1,530 F1 · ownership.nature: Ownership in Watsco, Inc. Profit Sharing Retirement Plan and Trust. Read SEC document |
| March 13, 2023 Filed Mar 15, 2023 20:21 UTC | WATSCO INC WSO; WSOB · Entity 3422 | OtherCommon stock | 30 | $249.40 | $7,482.00 |
DisclosureSEC source: 0001209191-23-018906 · doc4.xml · nonDerivative · entry 1 MENENDEZ ANA M · CIK 0001243207 · CFO / Treasurer 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 1,511 F1 · ownership.nature: Ownership in Watsco, Inc. Profit Sharing Retirement Plan and Trust. Read SEC document |
| March 14, 2022 Filed Mar 16, 2022 20:17 UTC | WATSCO INC WSO; WSOB · Entity 3422 | OtherCommon stock | 23 | $312.88 | $7,196.24 |
DisclosureSEC source: 0001209191-22-019221 · doc4.xml · nonDerivative · entry 1 MENENDEZ ANA M · CIK 0001243207 · CFO / Treasurer 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 1,481 F1 · ownership.nature: Ownership in Watsco, Inc. Profit Sharing Retirement Plan and Trust. Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 21:36 UTC | WATSCO INC WSO; WSOB · Entity 3422 | OtherCommon stock | 25 | $226.55 | $5,663.75 |
DisclosureSEC source: 0001209191-21-020185 · doc4.xml · nonDerivative · entry 1 MENENDEZ ANA M · CIK 0001243207 · CFO / Treasurer 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 1,458 F1 · ownership.nature: Ownership in Watsco, Inc. Profit Sharing Retirement Plan and Trust. Read SEC document |
| March 09, 2020 Filed Mar 11, 2020 20:30 UTC | WATSCO INC WSO; WSOB · Entity 3422 | OtherCommon stock | 31 | $180.15 | $5,584.65 |
DisclosureSEC source: 0001209191-20-018104 · doc4.xml · nonDerivative · entry 1 MENENDEZ ANA M · CIK 0001243207 · CFO / Treasurer 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 1,433 F1 · ownership.nature: Ownership in Watsco, Inc. Profit Sharing Retirement Plan and Trust. Read SEC document |
| March 12, 2019 Filed Mar 14, 2019 20:56 UTC | WATSCO INC WSO; WSOB · Entity 3422 | OtherCommon stock | 39 | $139.14 | $5,426.46 |
DisclosureSEC source: 0001209191-19-019499 · doc4.xml · nonDerivative · entry 1 MENENDEZ ANA M · CIK 0001243207 · CFO / Treasurer 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 1,402 F1 · ownership.nature: Ownership in Watsco, Inc. Profit Sharing Retirement Plan and Trust. Read SEC document |
| March 08, 2018 Filed Mar 12, 2018 22:05 UTC | WATSCO INC WSO; WSOB · Entity 3422 | OtherCommon stock | 23 | $170.04 | $3,910.92 |
DisclosureSEC source: 0001209191-18-018941 · doc4.xml · nonDerivative · entry 1 MENENDEZ ANA M · CIK 0001243207 · CFO / Treasurer 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 1,363 F1 · ownership.nature: Ownership in Watsco, Inc. Profit Sharing Retirement Plan and Trust. Read SEC document |
| June 15, 2017 Filed Jun 19, 2017 21:12 UTC | WATSCO INC WSO; WSOB · Entity 3422 | GrantClass B Common Stock · Derivative | 3,000 | $149.62 | $448,860.00 |
DisclosureSEC source: 0001209191-17-040885 · doc4.xml · derivative · entry 4 MENENDEZ ANA M · CIK 0001243207 · CFO / Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,037 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 · balance_after: Award of stock pursuant to Watsco, Inc. Restricted Stock Agreement. Read SEC document |
| March 02, 2017 Filed Mar 6, 2017 21:32 UTC | WATSCO INC WSO; WSOB · Entity 3422 | OtherCommon Stock | 26 | $148.12 | $3,851.12 |
DisclosureSEC source: 0001209191-17-018317 · doc4.xml · nonDerivative · entry 1 MENENDEZ ANA M · CIK 0001243207 · CFO / Treasurer 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 1,340 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.