Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WATSCO INCWSO; WSOB · Entity 3422 | Director | December 31, 2025 | January 16, 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 December 31, 2025 · Filed January 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stockSEC Table I · non-derivative | Direct | 21,638 |
Reported balance
Holding disclosure · report date 2025-12-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 21,638 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
NV5 Global, Inc.
Report date August 04, 2025 · Filed August 06, 2025
Section 16 reporting ended · disclosed 2025-08-06. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-08-04 transaction · row 1
1 source rowRow 1 · 2025-08-04 · Disposition to issuer · Disposed 22,000 · Balance 0 F1: NV5 Global, Inc.'s, Board of Directors authorized a 4-for-1 stock split of its common stock, effective on a split-adjusted basis on October 11, 2024. The securities beneficially owned following this reported transaction accounts for this 4-for-1 stock split. F2: Pursuant to the Agreement and Plan of Merger, dated as of May 14, 2025 (the "Merger Agreement"), by and among NV5 Global, Inc. (the "Company"), Acuren Corporation ("Acuren"), Ryder Merger Sub I, Inc. and Ryder Merger Sub II, Inc., each outstanding share of common stock of the Issuer was converted into the right to receive 1.1523 shares of Acuren common stock per share and $10.00 in cash per share (together, the "Merger Consideration"). In addition, pursuant to the Merger Agreement, any outstanding restricted stock units of NV5 held by the Reporting Person automatically vested in full in accordance with its terms immediately prior to the effective time of the mergers and converted into the right to receive the Merger Consideration, less applicable tax withholdings. |
Filing footnotes · ownership attribution and instrument terms
F1: NV5 Global, Inc.'s, Board of Directors authorized a 4-for-1 stock split of its common stock, effective on a split-adjusted basis on October 11, 2024. The securities beneficially owned following this reported transaction accounts for this 4-for-1 stock split.
F2: Pursuant to the Agreement and Plan of Merger, dated as of May 14, 2025 (the "Merger Agreement"), by and among NV5 Global, Inc. (the "Company"), Acuren Corporation ("Acuren"), Ryder Merger Sub I, Inc. and Ryder Merger Sub II, Inc., each outstanding share of common stock of the Issuer was converted into the right to receive 1.1523 shares of Acuren common stock per share and $10.00 in cash per share (together, the "Merger Consideration"). In addition, pursuant to the Merger Agreement, any outstanding restricted stock units of NV5 held by the Reporting Person automatically vested in full in accordance with its terms immediately prior to the effective time of the mergers and converted into the right to receive the Merger Consideration, less applicable tax withholdings.
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 |
|---|---|---|---|---|---|---|
| December 05, 2025 Filed Dec 9, 2025 21:15 UTC | WATSCO INC WSO; WSOB · Entity 3422 | GiftCommon stock | 269 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-312754 · ownership.xml · nonDerivative · entry 1 Dickins Denise · CIK 0001333730 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,638 Read SEC document |
| August 04, 2025 Filed Aug 6, 2025 18:28 UTC | NV5 Global, Inc. NVEE · Entity 76833 | Disposition to issuerCommon Stock | 22,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-25-025161 · rdgdoc.xml · nonDerivative · entry 1 Dickins Denise · CIK 0001333730 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · shares: NV5 Global, Inc.'s, Board of Directors authorized a 4-for-1 stock split of its common stock, effective on a split-adjusted basis on October 11, 2024. The securities beneficially owned following this reported transaction accounts for this 4-for-1 stock split. F2 · price: Pursuant to the Agreement and Plan of Merger, dated as of May 14, 2025 (the "Merger Agreement"), by and among NV5 Global, Inc. (the "Company"), Acuren Corporation ("Acuren"), Ryder Merger Sub I, Inc. and Ryder Merger Sub II, Inc., each outstanding share of common stock of the Issuer was converted into the right to receive 1.1523 shares of Acuren common stock per share and $10.00 in cash per share (together, the "Merger Consideration"). In addition, pursuant to the Merger Agreement, any outstanding restricted stock units of NV5 held by the Reporting Person automatically vested in full in accordance with its terms immediately prior to the effective time of the mergers and converted into the right to receive the Merger Consideration, less applicable tax withholdings. Read SEC document |
| May 15, 2025 Filed May 16, 2025 20:16 UTC | WATSCO INC WSO; WSOB · Entity 3422 | GiftCommon stock | 191 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-073564 · ownership.xml · nonDerivative · entry 1 Dickins Denise · CIK 0001333730 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,907 Read SEC document |
| May 12, 2025 Filed May 13, 2025 20:12 UTC | WATSCO INC WSO; WSOB · Entity 3422 | Exercise / conversionStock Option (right to buy) · Derivative | 4,500 | $175.07 Strike: $175.07 | $787,815.00 |
DisclosureSEC source: 0000950170-25-070361 · ownership.xml · derivative · entry 4 Dickins Denise · CIK 0001333730 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 4,500 shares Expires 2025-06-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The options vested June 1, 2022. Read SEC document |
| May 12, 2025 Filed May 13, 2025 20:12 UTC | WATSCO INC WSO; WSOB · Entity 3422 | Tax withholdingCommon stock | 1,624 | $484.84 | $787,380.16 |
DisclosureSEC source: 0000950170-25-070361 · ownership.xml · nonDerivative · entry 3 Dickins Denise · CIK 0001333730 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,876 Read SEC document |
| May 12, 2025 Filed May 13, 2025 20:12 UTC | WATSCO INC WSO; WSOB · Entity 3422 | Exercise / conversionCommon stock | 4,500 | $175.07 | $787,815.00 |
DisclosureSEC source: 0000950170-25-070361 · ownership.xml · nonDerivative · entry 2 Dickins Denise · CIK 0001333730 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 08, 2024 Filed Oct 9, 2024 18:27 UTC | NV5 Global, Inc. NVEE · Entity 76833 | GrantCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-030992 · rdgdoc.xml · nonDerivative · entry 1 Dickins Denise · CIK 0001333730 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,500 F1 · shares: These restricted stock units vest in full as of the day immediately preceding the Issuer's next annual stockholder meeting. Vested shares will be delivered to the Reporting Person on the earlier of (i) Reporting Person's separation from service, (ii) immediately prior to consummation of a Change of Control or (iii) October 8, 2027. F2 · acquired: Restricted Stock Units issued in connection with the NV5 Director Compensation Plan dated January 12, 2021. Read SEC document |
| September 03, 2024 Filed Sep 5, 2024 20:17 UTC | WATSCO INC WSO; WSOB · Entity 3422 | GiftCommon stock | 60 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-104009 · ownership.xml · nonDerivative · entry 1 Dickins Denise · CIK 0001333730 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,222 Read SEC document |
| August 05, 2024 Filed Aug 7, 2024 20:14 UTC | WATSCO INC WSO; WSOB · Entity 3422 | GiftCommon stock | 440 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-092802 · ownership.xml · nonDerivative · entry 1 Dickins Denise · CIK 0001333730 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,282 Read SEC document |
| May 06, 2024 Filed May 8, 2024 20:30 UTC | WATSCO INC WSO; WSOB · Entity 3422 | Exercise / conversionStock Option (right to buy) · Derivative | 9,000 | $160.69 Strike: $160.69 | $1,446,210.00 |
DisclosureSEC source: 0001209191-24-005567 · doc4.xml · derivative · entry 4 Dickins Denise · CIK 0001333730 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,000 shares Expires 2024-06-03 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The options vested June 3, 2021. Read SEC document |
| May 06, 2024 Filed May 8, 2024 20:30 UTC | WATSCO INC WSO; WSOB · Entity 3422 | Tax withholdingCommon stock | 3,061 | $472.35 | $1,445,863.35 |
DisclosureSEC source: 0001209191-24-005567 · doc4.xml · nonDerivative · entry 3 Dickins Denise · CIK 0001333730 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,939 Read SEC document |
| May 06, 2024 Filed May 8, 2024 20:30 UTC | WATSCO INC WSO; WSOB · Entity 3422 | Exercise / conversionCommon stock | 9,000 | $160.69 | $1,446,210.00 |
DisclosureSEC source: 0001209191-24-005567 · doc4.xml · nonDerivative · entry 2 Dickins Denise · CIK 0001333730 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 21:45 UTC | WATSCO INC WSO; WSOB · Entity 3422 | GiftCommon stock | 202 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-004071 · doc4.xml · nonDerivative · entry 1 Dickins Denise · CIK 0001333730 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,783 Read SEC document |
| August 29, 2023 Filed Aug 31, 2023 14:42 UTC | NV5 Global, Inc. NVEE · Entity 76833 | GrantCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-23-024934 · rdgdoc.xml · nonDerivative · entry 1 Dickins Denise · CIK 0001333730 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,000 F1 · shares: These restricted stock units vest in full as of the day immediately preceding the Issuer's next annual stockholder meeting. Vested shares will be delivered to the Reporting Person on the earlier of (i) Reporting Person's separation from service, (ii) immediately prior to consummation of a Change of Control or (iii) August 29, 2026. F2 · acquired: Restricted Stock Units issued in connection with the NV5 Director Compensation Plan. Read SEC document |
| March 03, 2023 Filed Mar 6, 2023 21:21 UTC | WATSCO INC WSO; WSOB · Entity 3422 | Exercise / conversionStock Option (right to buy) · Derivative | 6,000 | $185.12 Strike: $185.12 | $1,110,720.00 |
DisclosureSEC source: 0001209191-23-016273 · doc4.xml · derivative · entry 4 Dickins Denise · CIK 0001333730 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,000 shares Expires 2023-06-04 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The options vested June 4, 2020. Read SEC document |
| March 03, 2023 Filed Mar 6, 2023 21:21 UTC | WATSCO INC WSO; WSOB · Entity 3422 | Tax withholdingCommon stock | 3,536 | $314.03 | $1,110,410.08 |
DisclosureSEC source: 0001209191-23-016273 · doc4.xml · nonDerivative · entry 3 Dickins Denise · CIK 0001333730 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,464 Read SEC document |
| March 03, 2023 Filed Mar 6, 2023 21:21 UTC | WATSCO INC WSO; WSOB · Entity 3422 | Exercise / conversionCommon stock | 6,000 | $185.12 | $1,110,720.00 |
DisclosureSEC source: 0001209191-23-016273 · doc4.xml · nonDerivative · entry 2 Dickins Denise · CIK 0001333730 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 27, 2023 Filed Mar 6, 2023 21:21 UTC | WATSCO INC WSO; WSOB · Entity 3422 | GiftCommon stock | 90 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-016273 · doc4.xml · nonDerivative · entry 1 Dickins Denise · CIK 0001333730 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,521 Read SEC document |
| August 01, 2022 Filed Aug 10, 2022 17:05 UTC | NV5 Global, Inc. NVEE · Entity 76833 | GrantCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-019826 · rdgdoc.xml · nonDerivative · entry 1 Dickins Denise · CIK 0001333730 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 F1 · shares: These restricted stock units vest in full as of the day immediately preceding the Issuer's next annual stockholder meeting. Vested shares will be delivered to the Reporting Person on the earlier of (i) Reporting Person's separation from service, (ii) immediately prior to consummation of a Change of Control or (iii) August 1, 2025. Read SEC document |
| December 06, 2021 Filed Jan 13, 2022 22:07 UTC | WATSCO INC WSO; WSOB · Entity 3422 | GiftCommon stock | 70 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-003211 · doc5.xml · nonDerivative · entry 1 Dickins Denise · CIK 0001333730 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,611 Read SEC document |
| September 24, 2021 Filed Sep 28, 2021 21:29 UTC | NV5 Global, Inc. NVEE · Entity 76833 | GrantCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-022803 · rdgdoc.xml · nonDerivative · entry 1 Dickins Denise · CIK 0001333730 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 F1 · shares: These restricted stock units vest in full as of the day immediately preceding the Issuer's next annual stockholder meeting. Vested shares will be delivered to the Reporting Person on the earlier of (i) Reporting Person's separation from service, (ii) immediately prior to consummation of a Change of Control or (iii) September 24, 2024. Read SEC document |
| June 01, 2021 Filed Jun 3, 2021 20:37 UTC | WATSCO INC WSO; WSOB · Entity 3422 | Exercise / conversionStock Option (right to buy) · Derivative | 6,000 | $143.86 Strike: $143.86 | $863,160.00 |
DisclosureSEC source: 0001209191-21-037677 · doc4.xml · derivative · entry 4 Dickins Denise · CIK 0001333730 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,000 shares Expires 2022-06-05 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The options vested June 5, 2019. Read SEC document |
| June 01, 2021 Filed Jun 3, 2021 20:37 UTC | WATSCO INC WSO; WSOB · Entity 3422 | Tax withholdingCommon stock | 2,965 | $291.08 | $863,052.20 |
DisclosureSEC source: 0001209191-21-037677 · doc4.xml · nonDerivative · entry 3 Dickins Denise · CIK 0001333730 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,035 Read SEC document |
| June 01, 2021 Filed Jun 3, 2021 20:37 UTC | WATSCO INC WSO; WSOB · Entity 3422 | Exercise / conversionCommon stock | 6,000 | $143.86 | $863,160.00 |
DisclosureSEC source: 0001209191-21-037677 · doc4.xml · nonDerivative · entry 2 Dickins Denise · CIK 0001333730 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 01, 2020 Filed Jun 3, 2020 20:53 UTC | WATSCO INC WSO; WSOB · Entity 3422 | GrantStock Option (right to buy) · Derivative | 4,500 | $175.07 Strike: $175.07 | $787,815.00 |
DisclosureSEC source: 0001209191-20-034087 · doc4.xml · derivative · entry 8 Dickins Denise · CIK 0001333730 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,500 Underlying: Common Stock · 4,500 shares Expires 2025-06-01 F5 · derivative.exercise_date: The options vest 33 1/3% on June 1, 2020, June 1, 2021 and June 1, 2022, respectively. Read SEC document |
| June 01, 2020 Filed Jun 3, 2020 20:53 UTC | WATSCO INC WSO; WSOB · Entity 3422 | Exercise / conversionStock Option (right to buy) · Derivative | 6,000 | $142.21 Strike: $142.21 | $853,260.00 |
DisclosureSEC source: 0001209191-20-034087 · doc4.xml · derivative · entry 4 Dickins Denise · CIK 0001333730 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,000 shares Expires 2021-07-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The options vested July 1, 2018. Read SEC document |
| June 01, 2020 Filed Jun 3, 2020 20:53 UTC | WATSCO INC WSO; WSOB · Entity 3422 | Tax withholdingCommon stock | 4,873 | $175.07 | $853,116.11 |
DisclosureSEC source: 0001209191-20-034087 · doc4.xml · nonDerivative · entry 3 Dickins Denise · CIK 0001333730 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,127 Read SEC document |
| June 01, 2020 Filed Jun 3, 2020 20:53 UTC | WATSCO INC WSO; WSOB · Entity 3422 | Exercise / conversionCommon stock | 6,000 | $142.21 | $853,260.00 |
DisclosureSEC source: 0001209191-20-034087 · doc4.xml · nonDerivative · entry 2 Dickins Denise · CIK 0001333730 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 03, 2019 Filed Jun 5, 2019 20:09 UTC | WATSCO INC WSO; WSOB · Entity 3422 | GrantStock Option (right to buy) · Derivative | 9,000 | $160.69 Strike: $160.69 | $1,446,210.00 |
DisclosureSEC source: 0001209191-19-034715 · doc4.xml · derivative · entry 5 Dickins Denise · CIK 0001333730 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,000 Underlying: Common Stock · 9,000 shares Expires 2024-06-03 F4 · derivative.exercise_date: The options vest 33 1/3% on June 3, 2019, June 3, 2020 and June 3, 2021, respectively. Read SEC document |
| June 04, 2018 Filed Jun 6, 2018 21:04 UTC | WATSCO INC WSO; WSOB · Entity 3422 | GrantStock Option (right to buy) · Derivative | 6,000 | $185.12 Strike: $185.12 | $1,110,720.00 |
DisclosureSEC source: 0001209191-18-036102 · doc4.xml · derivative · entry 2 Dickins Denise · CIK 0001333730 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 Underlying: Common Stock · 6,000 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 |
| March 13, 2018 Filed Mar 15, 2018 20:26 UTC | WATSCO INC WSO; WSOB · Entity 3422 | Exercise / conversionStock Option (right to buy) · Derivative | 7,500 | $121.84 Strike: $121.84 | $913,800.00 |
DisclosureSEC source: 0001209191-18-019845 · doc4.xml · derivative · entry 4 Dickins Denise · CIK 0001333730 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,500 shares Expires 2020-11-09 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The option vested 33 1/3% on November 9, 2015, November 9, 2016 and November 9, 2017, respectively. Read SEC document |
| March 13, 2018 Filed Mar 15, 2018 20:26 UTC | WATSCO INC WSO; WSOB · Entity 3422 | Tax withholdingCommon stock | 5,041 | $181.27 | $913,782.07 |
DisclosureSEC source: 0001209191-18-019845 · doc4.xml · nonDerivative · entry 3 Dickins Denise · CIK 0001333730 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,459 Read SEC document |
| March 13, 2018 Filed Mar 15, 2018 20:26 UTC | WATSCO INC WSO; WSOB · Entity 3422 | Exercise / conversionCommon stock | 7,500 | $121.84 | $913,800.00 |
DisclosureSEC source: 0001209191-18-019845 · doc4.xml · nonDerivative · entry 2 Dickins Denise · CIK 0001333730 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 28, 2017 Filed Jan 10, 2018 22:40 UTC | WATSCO INC WSO; WSOB · Entity 3422 | GiftCommon stock | 236 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-003143 · doc5.xml · nonDerivative · entry 1 Dickins Denise · CIK 0001333730 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,060 Read SEC document |
| June 05, 2017 Filed Jun 7, 2017 21:30 UTC | WATSCO INC WSO; WSOB · Entity 3422 | GrantStock Option (Right to buy) · Derivative | 6,000 | $143.86 Strike: $143.86 | $863,160.00 |
DisclosureSEC source: 0001209191-17-038377 · doc4.xml · derivative · entry 4 Dickins Denise · CIK 0001333730 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 Underlying: Common Stock · 6,000 shares Expires 2022-06-05 F3 · 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.