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 |
|---|---|---|---|
| Class B Common stockSEC Table II · derivative / convertible security | Direct | 67,088 |
Reported balance
Holding disclosure · report date 2025-12-31 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance 67,088 F1: The Class B Common Stock is convertible into Common Stock at any time on a one-for-one basis and has no expiration date. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $260.28 · Expires 2027-06-06 | Direct | 4,000 |
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 4,000 F2: The options vested June 6, 2024. |
| Class B Common stockSEC Table II · derivative / convertible security | IndirectSee footnote | 15,900 |
Reported balance
Holding disclosure · report date 2025-12-31 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 15,900 F1: 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: Reflects shares held by custodial accounts for Mrs. Schimel's children, of which Mrs. Schimel is the custodian. |
Filing footnotes · ownership attribution and instrument terms
F1: 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: The options vested June 6, 2024.
F3: Reflects shares held by custodial accounts for Mrs. Schimel's children, of which Mrs. Schimel 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 |
|---|---|---|---|---|---|---|
| June 06, 2022 Filed Jun 8, 2022 23:57 UTC | WATSCO INC WSO; WSOB · Entity 3422 | GrantStock Option (right to buy) · Derivative | 4,000 | $260.28 Strike: $260.28 | $1,041,120.00 |
DisclosureSEC source: 0001209191-22-035237 · doc4.xml · derivative · entry 2 Schimel Valerie · CIK 0001932567 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 Underlying: Common Stock · 4,000 shares Expires 2027-06-06 F2 · derivative.exercise_date: The options vest 33 1/3% on June 6, 2022, June 6, 2023 and June 6, 2024, 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.