WATSCO INC·4

Mar 13, 4:17 PM ET

NAHMAD ALBERT H 4

4 · WATSCO INC · Filed Mar 13, 2026

Research Summary

AI-generated summary of this filing

Updated

Watsco (WSO) CEO Albert Nahmad Buys 25 Shares

What Happened
Albert H. Nahmad, Chairman, CEO and a director of Watsco, acquired 25 shares of Watsco common stock on March 11, 2026 at $336.95 per share, for a total reported value of $8,424. The Form 4 reports the transaction as code "J" (other acquisition or disposition).

Key Details

  • Transaction date: 2026-03-11; filing date: 2026-03-13 (filed within the typical two-business-day window).
  • Price and amount: 25 shares at $336.95 each; total value $8,424.
  • Transaction code: J — reported as an "other acquisition or disposition" on the Form 4.
  • Shares owned after transaction: not specified in this filing.
  • Filing does not state a 10b5-1 plan or indicate this was a sale following an option exercise.

Context

  • Several footnotes in the filing indicate Mr. Nahmad’s holdings include interests held in the Watsco Profit Sharing Retirement Plan and multiple limited partnerships and trusts (see footnotes F1–F8). Notably, Class B common stock held by insiders is convertible to common stock one-for-one with no expiration (F2). Some partnership/trust holdings are subject to vesting restrictions (F3–F5).
  • This was a small purchase in dollar terms ($8.4k). Small insider purchases can be routine (e.g., plan purchases, reinvestments) and do not by themselves indicate a change in company outlook.

Insider Transaction Report

Form 4
Period: 2026-03-11
WATSCO INCWSO; WSOB
NAHMAD ALBERT H
DirectorChairman and CEO
Transactions
  • Other

    Common stock

    [F1]
    2026-03-11$336.95/sh+25$8,42492 total(indirect: See footnote)
Holdings
  • Class B Common stock

    [F2][F3]
    (indirect: See footnote)
    Class B Common stock (440,000 underlying)
    440,000
  • Class B Common stock

    [F2][F4]
    (indirect: See footnote)
    Class B Common stock (902,006 underlying)
    902,006
  • Class B Common stock

    [F2][F5]
    Class B Common stock (160,385 underlying)
    160,385
  • Class B Common stock

    [F2][F6][F7]
    (indirect: See footnote)
    Class B Common stock (2,577,411 underlying)
    2,577,411
  • Class B Common stock

    [F2][F8]
    (indirect: See footnote)
    Class B Common stock (206,976 underlying)
    206,976
Footnotes (8)
  • [F1]Ownership in Watsco, Inc. Profit Sharing Retirement Plan and Trust.
  • [F2]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 Albert Henry Capital L.P., a limited partnership over which Mr. Nahmad maintains effective control, which are subject to vesting restrictions.
  • [F4]Reflects shares held by My Pal Al, L.P., a limited partnership over which Mr. Nahmad maintains effective control, which are subject to vesting restrictions.
  • [F5]Reflects shares held by Gramps G-MA, L.P, a limited partnership over which Mr. Nahmad maintains effective control, which are subject to vesting restrictions.
  • [F6]Includes 9,630 shares acquired on January 30, 2026 under the Watsco Inc. Dividend Reinvestment Plan.
  • [F7]Reflects shares held by various trusts over which Mr. Nahmad maintains effective control.
  • [F8]Reflects shares owned by Colon Boy LP, a limited partnership, over which Mr. Nahmad maintains effective control.
Signature
/s/ Albert H. Nahmad|2026-03-13

Documents

1 file
  • 4
    ownership.xmlPrimary

    4