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 | 293 |
Reported balance
Holding disclosure · report date 2025-12-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 293 |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $327.18 · Expires 2028-06-01 | Direct | 2,000 |
Reported balance
Holding disclosure · report date 2025-12-31 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 2,000 F1: The options vested June 1, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: The options vested June 1, 2025.
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 12, 2025 Filed Dec 16, 2025 21:12 UTC | WATSCO INC WSO; WSOB · Entity 3422 | Exercise / conversionStock Option (right to buy) · Derivative | 1,000 | $250.84 Strike: $250.84 | $250,840.00 |
DisclosureSEC source: 0001193125-25-320867 · ownership.xml · derivative · entry 3 Lopez-Blazquez Ana · CIK 0001979680 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 1,000 shares Expires 2026-03-01 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 March 1, 2023. Read SEC document |
| December 12, 2025 Filed Dec 16, 2025 21:12 UTC | WATSCO INC WSO; WSOB · Entity 3422 | Tax withholdingCommon stock | 707 | $354.61 | $250,709.27 |
DisclosureSEC source: 0001193125-25-320867 · ownership.xml · nonDerivative · entry 2 Lopez-Blazquez Ana · CIK 0001979680 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 293 Read SEC document |
| December 12, 2025 Filed Dec 16, 2025 21:12 UTC | WATSCO INC WSO; WSOB · Entity 3422 | Exercise / conversionCommon stock | 1,000 | $250.84 | $250,840.00 |
DisclosureSEC source: 0001193125-25-320867 · ownership.xml · nonDerivative · entry 1 Lopez-Blazquez Ana · CIK 0001979680 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.