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 | IndirectBy IRA | 1,648.01 |
Reported balance
Holding disclosure · report date 2025-12-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 1,648.01 F1: Includes dividend reinvestment shares of 11.005 and 13.635 acquired on July 31, 2025 and October 31, 2025, respectively. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $267.47 · Expires 2027-02-04 | Direct | 1,000 |
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 1,000 F2: The options vested February 4, 2024 |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $501.67 · Expires 2030-03-05 | Direct | 1,500 |
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 1,500 F3: The options vest 33 1/3% on March 5, 2025, March 5, 2026 and March 5, 2027, respectively. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $484.69 · Expires 2030-07-24 | Direct | 1,000 |
Reported balance
Holding disclosure · report date 2025-12-31 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 1,000 F4: The options vest 33 1/3% on July 24, 2025, July 24, 2026 and July 24, 2027, respectively. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes dividend reinvestment shares of 11.005 and 13.635 acquired on July 31, 2025 and October 31, 2025, respectively.
F2: The options vested February 4, 2024
F3: The options vest 33 1/3% on March 5, 2025, March 5, 2026 and March 5, 2027, respectively.
F4: The options vest 33 1/3% on July 24, 2025, July 24, 2026 and July 24, 2027, respectively.
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 |
|---|---|---|---|---|---|---|
| July 24, 2025 Filed Jul 28, 2025 20:19 UTC | WATSCO INC WSO; WSOB · Entity 3422 | GrantStock Option (right to buy) · Derivative | 1,000 | $484.69 Strike: $484.69 | $484,690.00 |
DisclosureSEC source: 0000950170-25-099192 · ownership.xml · derivative · entry 4 Tapella Gary L · CIK 0001361313 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,000 Underlying: Common stock · 1,000 shares Expires 2030-07-24 F3 · derivative.exercise_date: The options vest 33 1/3% on July 24, 2025, July 24, 2026 and July 24, 2027, respectively. Read SEC document |
| March 05, 2025 Filed Mar 7, 2025 21:17 UTC | WATSCO INC WSO; WSOB · Entity 3422 | GrantStock Option (right to buy) · Derivative | 1,500 | $501.67 Strike: $501.67 | $752,505.00 |
DisclosureSEC source: 0000950170-25-035523 · ownership.xml · derivative · entry 3 Tapella Gary L · CIK 0001361313 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,500 Underlying: Common stock · 1,500 shares Expires 2030-03-05 F2 · derivative.exercise_date: The options vest 33 1/3% on March 5, 2025, March 5, 2026 and March 5, 2027, 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.