WATSCO INC·4

Mar 13, 4:18 PM ET

LOGAN BARRY S 4

Research Summary

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Watsco (WSO) EVP Barry S. Logan Buys 19 Shares

What Happened
Barry S. Logan, Executive Vice President and Director of Watsco, Inc. (WSO), reported an acquisition of 19 shares on March 11, 2026. The shares were acquired at $336.95 per share for a total cost of approximately $6,402. The Form 4 lists the transaction as an "other acquisition or disposition" (code J), and the filing was submitted on March 13, 2026.

Key Details

  • Transaction date and price: 2026-03-11 at $336.95 per share (total ≈ $6,402).
  • Transaction type: Acquisition (reported as code J — "Other acquisition or disposition").
  • Shares owned after transaction: 70,019 shares directly held and 43,037 shares subject to vesting restrictions (per footnote F3).
  • Footnotes of note: F1 indicates holdings in the Watsco Profit Sharing Retirement Plan and Trust; F2 notes Class B Common Stock is convertible one-for-one into Common Stock with no expiration.
  • Filing timeliness: Report filed March 13, 2026 for a March 11 transaction (filed within the typical two-business-day window).

Context
This was a small open-market style purchase (~$6.4k), which is generally more informative than a sale because it shows an insider adding to their stake. Footnotes indicate additional holdings and convertible Class B shares; these are disclosure details rather than explanations of motive.