Steven Rubin - 31 Dec 2023 Form 5 Insider Report for WATSCO INC (WSO)

Reporting relationship
Director
Issuer ticker
WSO
Reported as of
31 Dec 2023
Net transaction value
$0
Source evidence Original filing metadata and source links for verification. 4 source fields
SEC form
5
Accepted by SEC
11 Jan 2024, 16:32:37 UTC
Prior SEC filing
12 Jan 2023
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ Steven Rubin

Key filing fact

Steven Rubin filed Form 5 for WATSCO INC (WSO) on 11 Jan 2024.

Key facts

  • This page summarizes Steven Rubin's Form 5 filing for WATSCO INC (WSO).
  • 0 reported transactions and 3 derivative rows are listed below.
  • Accepted by SEC: 11 Jan 2024, 16:32.

Change

  • Previous filing in this sequence was filed on 12 Jan 2023.
  • Current net transaction value: $0.

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

Official SEC source

Ownership activity is grounded in SEC Form 5 disclosures.

View source filing

Reported non-derivative transactions

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

WSO; WSOB holding

Common stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
2,693
Date
31 Dec 2023
Ownership
Direct

Reported derivative securities

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

WSO; WSOB holding Derivative

Stock Option (right to buy)

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
1,000
Date
31 Dec 2023
Ownership
Direct
Underlying class
Common Stock
Underlying amount
1,000
Exercise price
$160.69
Footnotes
F1
WSO; WSOB holding Derivative

Stock Option (right to buy)

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
3,500
Date
31 Dec 2023
Ownership
Direct
Underlying class
Common Stock
Underlying amount
3,500
Exercise price
$175.07
Footnotes
F2
WSO; WSOB holding Derivative

Stock Option (right to buy)

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
5,000
Date
31 Dec 2023
Ownership
Direct
Underlying class
Common Stock
Underlying amount
5,000
Exercise price
$260.28
Footnotes
F3
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 3 footnotes

Footnote F1

The options vested June 3, 2021.

Footnote F2

The options vested June 1, 2022.

Footnote F3

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

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