SEC Form 4 · Updated Daily
WSO
— WATSCO, INC. OwnershipInsider and institutional ownership derived from SEC Form 4 filings. Click any owner to see their holdings across every company they’ve filed on, and how their position has changed over time.
Current Reporting Owners
| Owner | Role | Shares Owned | As Of | Last Activity |
|---|---|---|---|---|
| MOSS BOB L | Director | 36,500 | 2022-06-01 | M |
| Dickins Denise | Director | 21,638 | 2025-12-05 | G |
| Nahmad Aaron J | Director · Officer | 16,078 | 2026-10-09 | A |
| JOSEPH FREDERICK H | Director | 10,000 | 2006-03-09 | M |
| DICKINSON ROBERT H | Director | 7,000 | 2006-06-16 | S |
| MANLEY PAUL F | Director | 6,248 | 2014-11-21 | S |
| Darnell David C. | Director | 5,754 | 2015-12-09 | S |
| LOGAN BARRY S | Director · Officer | 3,573 | 2026-10-09 | A |
| Custer John Michael | Director | 3,552 | 2025-06-10 | S |
| Fedrizzi Steven R | Director | 2,113 | 2012-12-21 | S |
| Tapella Gary L | Director | 1,612.7 | 2025-02-25 | — |
| MENENDEZ ANA M | Officer | 1,573 | 2026-03-11 | J |
| Macdonald John Alexander | Director | 1,000 | 2024-05-09 | S |
| Rush Stephen F. | Officer | 852 | 2020-03-09 | J |
| BERNER ROBERT L III | Director | 741 | 2007-08-24 | P |
| Johnston Paul W | Officer | 630 | 2013-03-14 | J |
| Rubin Steven | Director | 608 | 2021-11-05 | F |
| ALVAREZ CESAR L | Director | 400 | 2025-03-05 | M |
| Lopez-Blazquez Ana | Director | 293 | 2025-12-12 | F |
| NAHMAD ALBERT H | Director · Officer | 92 | 2026-03-11 | J |
| Keeley Brian E. | Director | 0 | 2022-03-23 | S |
| SAPE GEORGE | Director | 0 | 2020-08-03 | M |
| UNITED TECHNOLOGIES CORP /DE/ | 10%+ Owner | 0 | 2017-02-28 | S |
| LOPEZ VICTOR | Director | 0 | 2007-06-07 | S |
Recent Filings
| Date | Owner | Activity | Shares | Price | Owned After |
|---|---|---|---|---|---|
| 2026-10-15 | NAHMAD ALBERT H | Tax withholding (derivative) | 314,576 | $287.50 | 587,430 |
| 2026-10-09 | Nahmad Aaron J | Grant / award | 16,078 | $279.90 | 16,078 |
| 2026-10-09 | LOGAN BARRY S | Grant / award | 3,573 | $279.90 | 3,573 |
| 2026-03-11 | NAHMAD ALBERT H | J | 25 | $336.95 | 92 |
| 2026-03-11 | Nahmad Aaron J | J | 25 | $336.95 | 526 |
| 2026-03-11 | LOGAN BARRY S | J | 19 | $336.95 | 1,802 |
| 2026-03-11 | MENENDEZ ANA M | J | 25 | $336.95 | 1,573 |
| 2026-01-07 | Nahmad Aaron J | Grant / award (derivative) | 13,955 | $338.85 | 305,993 |
| 2025-12-12 | Lopez-Blazquez Ana | Option exercise (derivative) | 1,000 | $250.84 | 0 |
| 2025-12-12 | Lopez-Blazquez Ana | Tax withholding | 707 | $354.61 | 293 |
| 2025-12-12 | Lopez-Blazquez Ana | Option exercise | 1,000 | $250.84 | 0 |
| 2025-12-05 | Dickins Denise | Gift | 269 | $0.00 | 21,638 |
| 2025-07-24 | Tapella Gary L | Grant / award (derivative) | 1,000 | $484.69 | 1,000 |
| 2025-06-10 | Custer John Michael | Open-market sale | 2,200 | $448.27 | 3,552 |
| 2025-05-15 | Dickins Denise | Gift | 191 | $0.00 | 21,907 |
| 2025-05-12 | Dickins Denise | Option exercise (derivative) | 4,500 | $175.07 | 0 |
| 2025-05-12 | Dickins Denise | Tax withholding | 1,624 | $484.84 | 2,876 |
| 2025-05-12 | Dickins Denise | Option exercise | 4,500 | $175.07 | 0 |
| 2025-03-13 | Nahmad Aaron J | J | 18 | $473.89 | 501 |
| 2025-03-13 | NAHMAD ALBERT H | J | 18 | $473.89 | 67 |
| 2025-03-13 | MENENDEZ ANA M | J | 18 | $473.89 | 1,548 |
| 2025-03-13 | LOGAN BARRY S | J | 13 | $473.89 | 1,783 |
| 2025-03-05 | Tapella Gary L | Grant / award (derivative) | 1,500 | $501.67 | 1,500 |
| 2025-03-05 | ALVAREZ CESAR L | Grant / award (derivative) | 1,500 | $501.67 | 1,500 |
| 2025-03-05 | ALVAREZ CESAR L | Option exercise (derivative) | 2,500 | $175.07 | 0 |
| 2025-03-05 | ALVAREZ CESAR L | Option exercise | 400 | $175.07 | 400 |
| 2025-03-05 | ALVAREZ CESAR L | Open-market sale | 679 | $498.92 | 0 |
| 2025-03-05 | ALVAREZ CESAR L | Option exercise | 679 | $175.07 | 0 |
| 2025-03-01 | NAHMAD ALBERT H | Grant / award (derivative) | 10,000 | $501.35 | 160,385 |
| 2025-02-25 | Tapella Gary L | — | — | — | 1,612.7 |
| 2025-02-11 | Nahmad Aaron J | Grant / award (derivative) | 569 | $473.85 | 292,038 |
| 2025-01-07 | NAHMAD ALBERT H | Grant / award (derivative) | 11,597 | $469.95 | 150,385 |
| 2025-01-07 | Nahmad Aaron J | Grant / award (derivative) | 10,639 | $469.95 | 10,639 |
| 2025-01-07 | Nahmad Aaron J | Grant / award (derivative) | 8,698 | $469.95 | 280,830 |
| 2024-12-18 | LOGAN BARRY S | Open-market sale | 10,998 | $508.21 | 0 |
| 2024-12-14 | LOGAN BARRY S | Tax withholding | 71,702 | $509.75 | 30,000 |
| 2024-09-03 | Dickins Denise | Gift | 60 | $0.00 | 19,222 |
| 2024-08-05 | Dickins Denise | Gift | 440 | $0.00 | 19,282 |
| 2024-06-06 | Custer John Michael | Option exercise (derivative) | 1,666 | $260.28 | 0 |
| 2024-06-06 | Custer John Michael | Option exercise | 1,666 | $260.28 | 1,666 |
Source: SEC EDGAR Form 4 filings. For informational purposes only — not investment advice.