J. Michael Custer - 01 Aug 2023 Form 4 Insider Report for WATSCO INC (WSO)

Reporting relationship
Director
Issuer ticker
WSO
Reported as of
01 Aug 2023
Net transaction value
+$753,900
Source evidence Original filing metadata and source links for verification. 5 source fields
SEC form
4
Accepted by SEC
03 Aug 2023, 16:24:19 UTC
Prior SEC filing
08 Jun 2023
Next SEC filing
11 Jan 2024
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ J. Michael Custer

Key filing fact

J. Michael Custer filed Form 4 for WATSCO INC (WSO) on 03 Aug 2023.

Key facts

  • This page summarizes J. Michael Custer's Form 4 filing for WATSCO INC (WSO).
  • 1 reported transaction and 2 derivative rows are listed below.
  • Accepted by SEC: 03 Aug 2023, 16:24.

Change

  • Previous filing in this sequence was filed on 08 Jun 2023.
  • Current net transaction value: +$753,900.

Research use

  • This tells you what this filing adds before you inspect full transaction and derivative tables.
  • You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

WSO holding

Common stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
4,086
Date
01 Aug 2023
Ownership
Direct

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

WSO transaction Derivative

Stock Option (right to buy)

Award

Transaction value
$753,900
Shares
+2,000
Change %
Price
$376.95
Shares after
2,000
Date
01 Aug 2023
Ownership
Direct
Underlying class
Common Stock
Underlying amount
2,000
Exercise price
$376.95
Footnotes
F2
WSO holding Derivative

Stock Option (right to buy)

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
1,666
Date
01 Aug 2023
Ownership
Direct
Underlying class
Common Stock
Underlying amount
1,666
Exercise price
$260.28
Footnotes
F1
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 2 footnotes

Footnote F1

The options vest 33 1/3% on June 6, 2022, June 6, 2023 and June 6, 2024, respectively.

Footnote F2

The options vest 33 1/3% on August 1, 2023, August 1, 2024 and August 1, 2025, respectively.

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