Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
holding | WSO; WSOB | Common stock | 30 | Dec 31, 2023 | See footnote | F1 |
Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
holding | WSO; WSOB | Class B Common stock | 440K | Dec 31, 2023 | Class B Common stock | 440K | See footnote | F2, F3 | ||||||
holding | WSO; WSOB | Class B Common stock | 902K | Dec 31, 2023 | Class B Common stock | 902K | See footnote | F2, F4 | ||||||
holding | WSO; WSOB | Class B Common stock | 115K | Dec 31, 2023 | Class B Common stock | 115K | Direct | F2, F5 | ||||||
holding | WSO; WSOB | Class B Common stock | 2.52M | Dec 31, 2023 | Class B Common stock | 2.52M | See footnote | F2, F6 | ||||||
holding | WSO; WSOB | Class B Common Stock | 207K | Dec 31, 2023 | Class B Common Stock | 207K | See footnote | F2, F7 |
Id | Content |
---|---|
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 Mr. Nahmad, which are subject to vesting restrictions. |
F6 | Reflects 2,493,059 shares held by various trusts over which Mr. Nahmad maintains effective control and 31,236 shares held by custodial accounts for Mr. Nahmad's grandchildren, of which Mr. Nahmad is the custodian. |
F7 | Reflects shares owned by Colon Boy LP, a limited partnership, over which Mr. Nahmad maintains effective control. |