WATSCO INC·4

Mar 13, 4:17 PM ET

Nahmad Aaron J 4

4 · WATSCO INC · Filed Mar 13, 2026

Research Summary

AI-generated summary of this filing

Updated

Watsco (WSO) President Aaron J. Nahmad Buys 25 Shares

What Happened

  • Aaron J. Nahmad, President and Director of Watsco, Inc. (WSO), acquired 25 shares on 2026-03-11 at $336.95 per share, for a total value of $8,424. The Form 4 filed 2026-03-13 reports the transaction as an acquisition (coded "J" — other acquisition/disposition).

Key Details

  • Transaction date and price: 2026-03-11 — 25 shares @ $336.95 each.
  • Total value: $8,424.
  • Transaction code: J (other acquisition or disposition) as reported on the Form 4.
  • Filing date: 2026-03-13 (filed two days after the transaction); no late filing flag indicated in the provided data.
  • Shares owned after transaction: not specified in the excerpt provided.
  • Relevant footnotes from the filing:
    • F1: Ownership includes shares held in the Watsco, Inc. Profit Sharing Retirement Plan and Trust.
    • F2: Class B Common Stock reported is convertible to Common Stock one-for-one with no expiration.
    • F3: Notes 120 shares were acquired 2026-01-30 under Watsco’s Dividend Reinvestment Plan.
    • F4: Some shares are held in custodial accounts for Mr. Nahmad’s children (he is custodian).
    • F5: References awards issued under Watsco Restricted Stock Agreement.

Context

  • This is a small purchase by an insider (about $8.4k) and is a straightforward acquisition rather than a sale or option exercise. Purchases by executives can be viewed by some investors as a modest positive signal, but the trade size here is small and should be considered in the context of the insider’s broader holdings and history. The filing does not indicate any sale, cashless exercise, or gift tied to this specific 25-share transaction.

Insider Transaction Report

Form 4
Period: 2026-03-11
WATSCO INCWSO; WSOB
Nahmad Aaron J
DirectorPresident
Transactions
  • Other

    Common stock

    [F1]
    2026-03-11$336.95/sh+25$8,424526 total(indirect: See footnote)
Holdings
  • Common stock

    1,408
  • Common stock

    (indirect: By Spouse)
    1,150
  • Class B Common stock

    [F2]
    Class B Common stock (64,237 underlying)
    64,237
  • Class B Common stock

    [F2][F3][F4]
    (indirect: See footnote)
    Class B Common stock (16,020 underlying)
    16,020
  • Class B Common stock

    [F2][F5]
    Class B Common stock (305,993 underlying)
    305,993
Footnotes (5)
  • [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]Includes 120 shares acquired on January 30, 2026 under the Watsco Inc. Dividend Reinvestment Plan.
  • [F4]Reflects shares held by custodial accounts for Mr. Nahmad's children, of which Mr. Nahmad is the custodian.
  • [F5]Award of stock pursuant to Watsco, Inc. Restricted Stock Agreement.
Signature
/s/ Aaron J. Nahmad|2026-03-13

Documents

1 file
  • 4
    ownership.xmlPrimary

    4