person · Reporting owner
Macdonald John Alexander
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WATSCO INCWSO; WSOB · Entity 3422 | Director | May 09, 2024 | May 13, 2024 |
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 May 09, 2024 · Filed May 13, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stockSEC Table I · non-derivative | Direct | 1,000 |
Reported balance
After 2024-05-09 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2024-05-09 · Sale · Disposed 1,000 · Balance 1,000 |
| Common stockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2024-05-09 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2024-05-09 · Exercise / conversion · Acquired 1,000 · Balance 0 |
| Common stockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2024-05-09 transaction · row 3
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 3 · 2024-05-09 · Sale · Disposed 1,000 · Balance 0 |
| Common stockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2024-05-09 transaction · row 4
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 4 · 2024-05-09 · Exercise / conversion · Acquired 3,334 · Balance 0 |
| Common stockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2024-05-09 transaction · row 5
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 5 · 2024-05-09 · Sale · Disposed 2,682 · Balance 0 F1: The price reported in Column 8 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $465.43 to $466.29, inclusive. The reporting person undertakes to provide Watsco, any security holder of Watsco or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (4) to this Form 4. |
| Common stockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2024-05-09 transaction · row 6
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 6 · 2024-05-09 · Sale · Disposed 647 · Balance 0 F2: The price reported in Column 8 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $466.53 to $467.30, inclusive. The reporting person undertakes to provide Watsco, any security holder of Watsco or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (4) to this Form 4. |
| Common stockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2024-05-09 transaction · row 7
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 7 · 2024-05-09 · Sale · Disposed 5 · Balance 0 F3: The price reported in Column 8 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $467.60 to $468.03, inclusive. The reporting person undertakes to provide Watsco, any security holder of Watsco or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (4) to this Form 4. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $165.61 · Expires 2024-09-09 | Direct | 0 |
Reported balance
After 2024-05-09 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2024-05-09 · Exercise / conversion · Disposed 1,000 · Balance 0 F4: The options vested September 9, 2021. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $260.28 · Expires 2027-06-06 | Direct | 1,666 |
Reported balance
After 2024-05-09 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2024-05-09 · Exercise / conversion · Disposed 3,334 · Balance 1,666 F5: The options vest 33 1/3% on June 6, 2022, June 6, 2023 and June 6, 2024, respectively. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 8 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $465.43 to $466.29, inclusive. The reporting person undertakes to provide Watsco, any security holder of Watsco or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (4) to this Form 4.
F2: The price reported in Column 8 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $466.53 to $467.30, inclusive. The reporting person undertakes to provide Watsco, any security holder of Watsco or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (4) to this Form 4.
F3: The price reported in Column 8 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $467.60 to $468.03, inclusive. The reporting person undertakes to provide Watsco, any security holder of Watsco or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (4) to this Form 4.
F4: The options vested September 9, 2021.
F5: The options vest 33 1/3% on June 6, 2022, June 6, 2023 and June 6, 2024, 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 |
|---|---|---|---|---|---|---|
| May 09, 2024 Filed May 13, 2024 20:28 UTC | WATSCO INC WSO; WSOB · Entity 3422 | Exercise / conversionStock Option (right to buy) · Derivative | 3,334 | $260.28 Strike: $260.28 | $867,773.52 |
DisclosureSEC source: 0001209191-24-005619 · doc4.xml · derivative · entry 9 Macdonald John Alexander · CIK 0001888910 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,666 Underlying: Common Stock · 3,334 shares Expires 2027-06-06 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. F5 · derivative.exercise_date: The options vest 33 1/3% on June 6, 2022, June 6, 2023 and June 6, 2024, respectively. Read SEC document |
| May 09, 2024 Filed May 13, 2024 20:28 UTC | WATSCO INC WSO; WSOB · Entity 3422 | Exercise / conversionStock Option (right to buy) · Derivative | 1,000 | $165.61 Strike: $165.61 | $165,610.00 |
DisclosureSEC source: 0001209191-24-005619 · doc4.xml · derivative · entry 8 Macdonald John Alexander · CIK 0001888910 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,000 shares Expires 2024-09-09 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. F4 · derivative.exercise_date: The options vested September 9, 2021. Read SEC document |
| May 09, 2024 Filed May 13, 2024 20:28 UTC | WATSCO INC WSO; WSOB · Entity 3422 | SaleCommon stock | 5 | $467.83 | $2,339.13 |
DisclosureSEC source: 0001209191-24-005619 · doc4.xml · nonDerivative · entry 7 Macdonald John Alexander · CIK 0001888910 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F3 · price: The price reported in Column 8 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $467.60 to $468.03, inclusive. The reporting person undertakes to provide Watsco, any security holder of Watsco or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (4) to this Form 4. Read SEC document |
| May 09, 2024 Filed May 13, 2024 20:28 UTC | WATSCO INC WSO; WSOB · Entity 3422 | SaleCommon stock | 647 | $466.78 | $302,003.81 |
DisclosureSEC source: 0001209191-24-005619 · doc4.xml · nonDerivative · entry 6 Macdonald John Alexander · CIK 0001888910 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F2 · price: The price reported in Column 8 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $466.53 to $467.30, inclusive. The reporting person undertakes to provide Watsco, any security holder of Watsco or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (4) to this Form 4. Read SEC document |
| May 09, 2024 Filed May 13, 2024 20:28 UTC | WATSCO INC WSO; WSOB · Entity 3422 | SaleCommon stock | 2,682 | $465.75 | $1,249,134.80 |
DisclosureSEC source: 0001209191-24-005619 · doc4.xml · nonDerivative · entry 5 Macdonald John Alexander · CIK 0001888910 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: The price reported in Column 8 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $465.43 to $466.29, inclusive. The reporting person undertakes to provide Watsco, any security holder of Watsco or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (4) to this Form 4. Read SEC document |
| May 09, 2024 Filed May 13, 2024 20:28 UTC | WATSCO INC WSO; WSOB · Entity 3422 | Exercise / conversionCommon stock | 3,334 | $260.28 | $867,773.52 |
DisclosureSEC source: 0001209191-24-005619 · doc4.xml · nonDerivative · entry 4 Macdonald John Alexander · CIK 0001888910 · 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 |
| May 09, 2024 Filed May 13, 2024 20:28 UTC | WATSCO INC WSO; WSOB · Entity 3422 | SaleCommon stock | 1,000 | $465.43 | $465,430.00 |
DisclosureSEC source: 0001209191-24-005619 · doc4.xml · nonDerivative · entry 3 Macdonald John Alexander · CIK 0001888910 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| May 09, 2024 Filed May 13, 2024 20:28 UTC | WATSCO INC WSO; WSOB · Entity 3422 | Exercise / conversionCommon stock | 1,000 | $165.61 | $165,610.00 |
DisclosureSEC source: 0001209191-24-005619 · doc4.xml · nonDerivative · entry 2 Macdonald John Alexander · CIK 0001888910 · 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 |
| May 09, 2024 Filed May 13, 2024 20:28 UTC | WATSCO INC WSO; WSOB · Entity 3422 | SaleCommon stock | 1,000 | $468.94 | $468,940.00 |
DisclosureSEC source: 0001209191-24-005619 · doc4.xml · nonDerivative · entry 1 Macdonald John Alexander · CIK 0001888910 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,000 Read SEC document |
| June 06, 2022 Filed Jun 9, 2022 00:00 UTC | WATSCO INC WSO; WSOB · Entity 3422 | GrantStock Option (right to buy) · Derivative | 5,000 | $260.28 Strike: $260.28 | $1,301,400.00 |
DisclosureSEC source: 0001209191-22-035239 · doc4.xml · derivative · entry 3 Macdonald John Alexander · CIK 0001888910 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 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 |
| November 17, 2021 Filed Nov 19, 2021 21:37 UTC | WATSCO INC WSO; WSOB · Entity 3422 | Exercise / conversionStock Option (right to buy) · Derivative | 2,000 | $165.61 Strike: $165.61 | $331,220.00 |
DisclosureSEC source: 0001209191-21-065824 · doc4.xml · derivative · entry 2 Macdonald John Alexander · CIK 0001888910 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Underlying: Common Stock · 2,000 shares Expires 2024-09-09 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 options vested September 9, 2021. Read SEC document |
| November 17, 2021 Filed Nov 19, 2021 21:37 UTC | WATSCO INC WSO; WSOB · Entity 3422 | Exercise / conversionCommon stock | 2,000 | $165.61 | $331,220.00 |
DisclosureSEC source: 0001209191-21-065824 · doc4.xml · nonDerivative · entry 1 Macdonald John Alexander · CIK 0001888910 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 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.