Key facts
- This page summarizes John A. Macdonald's Form 4 filing for WATSCO INC (WSO).
- 9 reported transactions and 2 derivative rows are listed below.
- Accepted by SEC: 13 May 2024, 16:28.
John A. Macdonald - 09 May 2024 Form 4 Insider Report for WATSCO INC (WSO)
- Reporting relationship
- Director
- Issuer ticker
- WSO
- Reported as of
- 09 May 2024
- Net transaction value
- -$2,487,848
- SEC form
- 4
- Accepted by SEC
- 13 May 2024, 16:28:49 UTC
- Prior SEC filing
- 11 Jan 2024
- Source filing
- View source filing
- Reporting owner signature
- /s/ John A. Macdonald
Source evidence
Original filing metadata and source links for verification.
4 source fields
Reporting owner
1 detail
Key filing fact
John A. Macdonald filed Form 4 for WATSCO INC (WSO) on 13 May 2024.
Change
- Previous filing in this sequence was filed on 11 Jan 2024.
- Current net transaction value: -$2,487,848.
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
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
WSO; WSOB
transaction
Common stock
Sale
- Transaction value
- $468,940
- Shares
- -1,000
- Change %
- -50%
- Price
- $468.94
- Shares after
- 1,000
- Date
- 09 May 2024
- Ownership
- Direct
WSO; WSOB
transaction
Common stock
Options Exercise
- Transaction value
- $165,610
- Shares
- +1,000
- Change %
- Price
- $165.61
- Shares after
- 0
- Date
- 09 May 2024
- Ownership
- Direct
WSO; WSOB
transaction
Common stock
Sale
- Transaction value
- $465,430
- Shares
- -1,000
- Change %
- -100%
- Price
- $465.43
- Shares after
- 0
- Date
- 09 May 2024
- Ownership
- Direct
WSO; WSOB
transaction
Common stock
Options Exercise
- Transaction value
- $867,774
- Shares
- +3,334
- Change %
- Price
- $260.28
- Shares after
- 0
- Date
- 09 May 2024
- Ownership
- Direct
WSO; WSOB
transaction
Common stock
Sale
- Transaction value
- $1,249,135
- Shares
- -2,682
- Change %
- -100%
- Price
- $465.75
- Shares after
- 0
- Date
- 09 May 2024
- Ownership
- Direct
- Footnotes
- F1
WSO; WSOB
transaction
Common stock
Sale
- Transaction value
- $302,004
- Shares
- -647
- Change %
- -100%
- Price
- $466.78
- Shares after
- 0
- Date
- 09 May 2024
- Ownership
- Direct
- Footnotes
- F2
WSO; WSOB
transaction
Common stock
Sale
- Transaction value
- $2,339
- Shares
- -5
- Change %
- -100%
- Price
- $467.83
- Shares after
- 0
- Date
- 09 May 2024
- Ownership
- Direct
- Footnotes
- F3
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
WSO; WSOB
transaction
Derivative
Stock Option (right to buy)
Options Exercise
- Transaction value
- $165,610
- Shares
- -1,000
- Change %
- -100%
- Price
- $165.61
- Shares after
- 0
- Date
- 09 May 2024
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 1,000
- Exercise price
- $165.61
- Footnotes
- F4
WSO; WSOB
transaction
Derivative
Stock Option (right to buy)
Options Exercise
- Transaction value
- $867,774
- Shares
- -3,334
- Change %
- -67%
- Price
- $260.28
- Shares after
- 1,666
- Date
- 09 May 2024
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 3,334
- Exercise price
- $260.28
- Footnotes
- F5
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 5 footnotes
Footnote F1
The price reported in Column 8 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $465.43 to $466.29, inclusive. The reporting person undertakes to provide Watsco, any security holder of Watsco or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (4) to this Form 4.
Footnote F2
The price reported in Column 8 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $466.53 to $467.30, inclusive. The reporting person undertakes to provide Watsco, any security holder of Watsco or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (4) to this Form 4.
Footnote F3
The price reported in Column 8 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $467.60 to $468.03, inclusive. The reporting person undertakes to provide Watsco, any security holder of Watsco or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (4) to this Form 4.
Footnote F4
The options vested September 9, 2021.
Footnote F5
The options vest 33 1/3% on June 6, 2022, June 6, 2023 and June 6, 2024, respectively.