WSO · Watsco Inc
Trades by corporate insiders — officers, directors and holders of more than 10% of the shares — disclosed to the SEC on Forms 3, 4 and 5. Form 4 must be filed within two business days of the trade.
| Date | Insider | Role | Type | Security | Shares |
|---|---|---|---|---|---|
| 2026-03-11 | LOGAN BARRY S |
Director, Executive Vice President |
Other↑
Filing footnotes — Common stock (Indirect)
Ownership in Watsco, Inc. Profit Sharing Retirement Plan and Trust. |
Common stock
(I)
|
19 |
| 2026-03-11 | Nahmad Aaron J |
Director, President |
Other↑
Filing footnotes — Common stock (Indirect)
Ownership in Watsco, Inc. Profit Sharing Retirement Plan and Trust. |
Common stock
(I)
|
25 |
| 2026-03-11 | NAHMAD ALBERT H |
Director, Chairman and CEO |
Other↑
Filing footnotes — Common stock (Indirect)
Ownership in Watsco, Inc. Profit Sharing Retirement Plan and Trust. |
Common stock
(I)
|
25 |
| 2026-03-11 | MENENDEZ ANA M |
CFO / Treasurer |
Other↑
Filing footnotes — Common stock (Indirect)
Ownership in Watsco, Inc. Profit Sharing Retirement Plan and Trust. |
Common stock
(I)
|
25 |
| 2026-01-07 | Nahmad Aaron J |
Director, President |
Award↑
Filing footnotes — Class B Common stock (Direct)
The Class B Common Stock is convertible into Common Stock at any time on a one-for-one basis and has no expiration date. Award of stock pursuant to Watsco, Inc. Restricted Stock Agreement. |
Class B Common stock
|
13,955 |
| 2025-12-12 | Lopez-Blazquez Ana |
Director |
Convert↑
|
Common stock
|
1,000 |
| 2025-12-12 | Lopez-Blazquez Ana |
Director |
Tax↓
|
Common stock
|
707 |
| 2025-12-12 | Lopez-Blazquez Ana |
Director |
Convert↓
Filing footnotes — Stock Option (right to buy) (Direct)
The options vested March 1, 2023. |
Stock Option (right to buy)
|
1,000 |
| 2025-12-05 | Dickins Denise |
Director |
Gift↓
|
Common stock
|
269 |
| 2025-07-24 | Tapella Gary L |
Director |
Award↑
Filing footnotes — Stock Option (right to buy) (Direct)
The options vest 33 1/3% on July 24, 2025, July 24, 2026 and July 24, 2027, respectively. |
Stock Option (right to buy)
|
1,000 |
| 2025-06-10 | Custer John Michael |
Director |
Sell↓
|
Common stock
|
2,200 |
| 2025-05-15 | Dickins Denise |
Director |
Gift↓
|
Common stock
|
191 |
| 2025-05-12 | Dickins Denise |
Director |
Tax↓
|
Common stock
|
1,624 |
| 2025-05-12 | Dickins Denise |
Director |
Convert↑
|
Common stock
|
4,500 |
| 2025-05-12 | Dickins Denise |
Director |
Convert↓
Filing footnotes — Stock Option (right to buy) (Direct)
The options vested June 1, 2022. |
Stock Option (right to buy)
|
4,500 |
| 2025-03-13 | LOGAN BARRY S |
Director, Executive Vice President |
Other↑
Filing footnotes — Common stock (Indirect)
Ownership in Watsco, Inc. Profit Sharing Retirement Plan and Trust. |
Common stock
(I)
|
13 |
| 2025-03-13 | Nahmad Aaron J |
Director, President |
Other↑
Filing footnotes — Common stock (Indirect)
Ownership in Watsco, Inc. Profit Sharing Retirement Plan and Trust. |
Common stock
(I)
|
18 |
| 2025-03-13 | NAHMAD ALBERT H |
Director, Chairman and CEO |
Other↑
Filing footnotes — Common stock (Indirect)
Ownership in Watsco, Inc. Profit Sharing Retirement Plan and Trust. |
Common stock
(I)
|
18 |
| 2025-03-13 | MENENDEZ ANA M |
CFO / Treasurer |
Other↑
Filing footnotes — Common stock (Indirect)
Ownership in Watsco, Inc. Profit Sharing Retirement Plan and Trust. |
Common stock
(I)
|
18 |
| 2025-03-05 | ALVAREZ CESAR L |
Director |
Award↑
Filing footnotes — Stock Option (right to buy) (Direct)
The options vest 33 1/3% on March 5, 2025, March 5, 2026 and March 5, 2027, respectively. |
Stock Option (right to buy)
|
1,500 |
| 2025-03-05 | Tapella Gary L |
Director |
Award↑
Filing footnotes — Stock Option (right to buy) (Direct)
The options vest 33 1/3% on March 5, 2025, March 5, 2026 and March 5, 2027, respectively. |
Stock Option (right to buy)
|
1,500 |
| 2025-03-05 | ALVAREZ CESAR L |
Director |
Sell↓
|
Common stock
|
679 |
| 2025-03-05 | ALVAREZ CESAR L |
Director |
Convert↑
|
Common stock
|
400 |
| 2025-03-05 | ALVAREZ CESAR L |
Director |
Convert↑
|
Common stock
|
1,421 |
| 2025-03-05 | ALVAREZ CESAR L |
Director |
Convert↓
Filing footnotes — Stock Option (right to buy) (Direct)
The options vested June 1, 2022. |
Stock Option (right to buy)
|
2,500 |
| 2025-03-05 | ALVAREZ CESAR L |
Director |
Convert↑
|
Common stock
|
679 |
| 2025-03-05 | ALVAREZ CESAR L |
Director |
Sell↓
|
Common stock
|
1,421 |
| 2025-03-01 | NAHMAD ALBERT H |
Director, Chairman and CEO |
Award↑
Filing footnotes — Class B Common stock (Direct)
The Class B Common Stock is convertible into Common Stock at any time on a one-for-one basis and has no expiration date. Reflects shares held by a trust over which Mr. Nahmad controls, which are subject to vesting restrictions. |
Class B Common stock
|
10,000 |
| 2025-02-11 | Nahmad Aaron J |
Director, President |
Award↑
Filing footnotes — Class B Common stock (Direct)
The Class B Common Stock is convertible into Common Stock at any time on a one-for-one basis and has no expiration date. Award of stock pursuant to Watsco, Inc. Restricted Stock Agreement. |
Class B Common stock
|
569 |
| 2025-01-07 | Nahmad Aaron J |
Director, President |
Award↑
Filing footnotes — Class B Common stock (Direct)
The Class B Common Stock is convertible into Common Stock at any time on a one-for-one basis and has no expiration date. Award of stock pursuant to Watsco, Inc. Restricted Stock Agreement. |
Class B Common stock
|
8,698 |
| 2025-01-07 | NAHMAD ALBERT H |
Director, Chairman and CEO |
Award↑
Filing footnotes — Class B Common stock (Direct)
The Class B Common Stock is convertible into Common Stock at any time on a one-for-one basis and has no expiration date. Reflects shares held by a trust over which Mr. Nahmad controls, which are subject to vesting restrictions. |
Class B Common stock
|
11,597 |
| 2025-01-07 | Nahmad Aaron J |
Director, President |
Award↑
Filing footnotes — Class B Common stock (Direct)
The Class B Common Stock is convertible into Common Stock at any time on a one-for-one basis and has no expiration date. Award of stock pursuant to Watsco, Inc. Restricted Stock Agreement. |
Class B Common stock
|
10,639 |
| 2024-12-18 | LOGAN BARRY S |
Director, Executive Vice President |
Sell↓
Filing footnotes — Common stock (Direct)
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $508.00 to $508.42, 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 (2) to this Form 4. |
Common stock
|
10,998 |
| 2024-12-14 | LOGAN BARRY S |
Director, Executive Vice President |
Tax↓
|
Common stock
|
71,702 |
| 2024-09-03 | Dickins Denise |
Director |
Gift↓
|
Common stock
|
60 |
| 2024-08-05 | Dickins Denise |
Director |
Gift↓
|
Common stock
|
440 |
| 2024-06-06 | Custer John Michael |
Director |
Convert↑
|
Common stock
|
1,666 |
| 2024-06-06 | Custer John Michael |
Director |
Convert↓
Filing footnotes — Stock Option (right to buy) (Direct)
The options vested June 6, 2024. |
Stock Option (right to buy)
|
1,666 |
| 2024-05-10 | LOGAN BARRY S |
Director, Executive Vice President |
Sell↓
Filing footnotes — Common stock (Indirect)
Ownership in Watsco, Inc. Profit Sharing Retirement Plan and Trust. |
Common stock
(I)
|
774 |
| 2024-05-09 | Macdonald John Alexander |
Director |
Convert↑
|
Common stock
|
1,000 |
| 2024-05-09 | Macdonald John Alexander |
Director |
Sell↓
|
Common stock
|
1,000 |
| 2024-05-09 | Macdonald John Alexander |
Director |
Sell↓
Filing footnotes — Common stock (Direct)
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. |
Common stock
|
5 |
| 2024-05-09 | Macdonald John Alexander |
Director |
Convert↓
Filing footnotes — Stock Option (right to buy) (Direct)
The options vest 33 1/3% on June 6, 2022, June 6, 2023 and June 6, 2024, respectively. |
Stock Option (right to buy)
|
3,334 |
| 2024-05-09 | Macdonald John Alexander |
Director |
Sell↓
|
Common stock
|
1,000 |
| 2024-05-09 | Macdonald John Alexander |
Director |
Sell↓
Filing footnotes — Common stock (Direct)
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 stock
|
2,682 |
| 2024-05-09 | Macdonald John Alexander |
Director |
Sell↓
Filing footnotes — Common stock (Direct)
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 stock
|
647 |
| 2024-05-09 | Macdonald John Alexander |
Director |
Convert↑
|
Common stock
|
3,334 |
| 2024-05-09 | Macdonald John Alexander |
Director |
Convert↓
Filing footnotes — Stock Option (right to buy) (Direct)
The options vested September 9, 2021. |
Stock Option (right to buy)
|
1,000 |
| 2024-05-06 | Dickins Denise |
Director |
Tax↓
|
Common stock
|
3,061 |
| 2024-05-06 | Dickins Denise |
Director |
Convert↑
|
Common stock
|
9,000 |