Quick Takeaways
- WSO - WATSCO INC has 14 insiders with reported activity on this page.
- Net insider value flow over the last year: -$986,194.
- Recent transaction rows are available for direct filing-level review.
Insider Transactions Reported by 14 Insiders of WATSCO INC
- Symbol
- WSO, WSO-B on NYSE
- Location
- Coconut Grove, FL
What Changed
- Buy value: ; sell value: $986,194.
- Net share flow: -2,200.
Why This Matters
- This page gives a plain-language issuer insider context before you inspect transaction-level evidence.
- Use the filing links below to verify timestamps, codes, and ownership impacts directly from SEC forms.
Source Evidence
Filed on Form 4
See Original Filing
Issuer insider activity is sourced from SEC Forms 3, 4, and 5.
Insider trading overview
Last 12 monthsNet insider flow leans to selling over the last 12 months. Net value: -$986,194.
Buys
$0
Shares: 0
Insiders: 0
Sells
$986,194
Shares: 2,200
Insiders: 1
Net
-$986,194
Shares: -2,200
Insiders: -1
| Window (months) | Buy shares | Sell shares | Buy $ | Sell $ | Net $ |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 2,200 | $0 | $986,194 | -$986,194 |
WATSCO INC executives and other stock owners filed with the SEC include:
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Albert H. Nahmad | Chairman and CEO, Director | $124,519,497 | Mixed | 11 Mar 2026 | ||
| Aaron J. Nahmad | President, Director | $110,426,564 | Mixed | 11 Mar 2026 | ||
| Barry S. Logan | Executive Vice President, Director | $51,835,951 | Mixed | 11 Mar 2026 | ||
| Valerie Schimel | Director | $34,617,696 | Mixed | 31 Dec 2025 | ||
| Ana M. Menendez | CFO / Treasurer | $19,340,573 | Mixed | 11 Mar 2026 | ||
| Bob L. Moss | Director | $16,163,728 | Mixed | 31 Dec 2022 | ||
| Denise Dickins | Director | $7,290,928 | Mixed | 31 Dec 2025 | ||
| Steven Rubin | Director | $1,913,882 | Mixed | 31 Dec 2023 | ||
| J. Michael Custer | Director | $1,870,747 | -$986,194 | -35% | Mixed | 31 Dec 2025 |
| Gary L. Tapella | Director | $892,247 | Mixed | 31 Dec 2025 | ||
| Ana Lopez-Blazquez | Director | $772,626 | Mixed | 31 Dec 2025 | ||
| Cesar L. Alvarez | Director | $640,205 | Mixed | 31 Dec 2025 | ||
| John A. Macdonald | Director | $433,626 | Mixed | 09 May 2024 | ||
| Brian E. Keeley | Director | Mixed | 23 Mar 2022 |
Top shareholders of WATSCO INC (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Capital International Investors |
13D/G
13F
|
Company |
14%
|
4,704,748
|
$1,762,163,363 | +$378,888,787 | 31 Dec 2025 | |
| BlackRock, Inc. |
13F
|
Company |
—
mixed-class rows
|
3,685,281
mixed-class rows
|
$1,241,755,563 | — | 31 Dec 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
10%
|
3,523,522
|
$1,187,250,738 | — | 31 Dec 2025 | |
| VANGUARD CAPITAL MANAGEMENT LLC |
13D/G
|
Vanguard Capital Management |
5.2%
|
1,827,568
|
$664,850,963 | $0 | 31 Mar 2026 | |
| FMR LLC |
13D/G
13F
|
Company |
5.6%
|
1,966,899
|
$662,747,309 | -$386,175,369 | 31 Dec 2025 | |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
13D/G
|
Vanguard Portfolio Management |
5%
|
1,755,266
|
$638,548,218 | $0 | 31 Mar 2026 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
4.5%
|
1,559,965
|
$525,633,714 | — | 31 Dec 2025 | |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
13F
|
Company |
4%
|
1,406,884
|
$474,049,747 | — | 31 Dec 2025 | |
| STATE STREET CORP |
13F
|
Company |
3.5%
|
1,240,636
|
$418,032,300 | — | 31 Dec 2025 | |
| BAILLIE GIFFORD & CO |
13F
|
Company |
2.6%
|
917,492
|
$309,148,930 | — | 31 Dec 2025 | |
| MORGAN STANLEY |
13F
|
Company |
—
mixed-class rows
|
825,455
mixed-class rows
|
$278,139,111 | — | 31 Dec 2025 | |
| BLAIR WILLIAM & CO/IL |
13F
|
Company |
1.9%
|
675,440
|
$227,589,413 | — | 31 Dec 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.8%
|
638,014
|
$214,372,879 | — | 31 Dec 2025 | |
| MARKEL GROUP INC. |
13F
|
Company |
1.6%
|
577,669
|
$194,645,571 | — | 31 Dec 2025 | |
| DAVENPORT & Co LLC |
13F
|
Company |
1.3%
|
470,177
|
$159,292,528 | — | 31 Dec 2025 | |
| Capital World Investors |
13F
|
Company |
1.2%
|
434,018
|
$146,242,365 | — | 31 Dec 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
1.2%
|
426,355
|
$143,660,329 | — | 31 Dec 2025 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
1.2%
|
404,803
|
$136,398,371 | — | 31 Dec 2025 | |
| CAPTRUST FINANCIAL ADVISORS |
13F
|
Company |
1.1%
|
396,514
|
$133,605,256 | — | 31 Dec 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
1.1%
|
393,870
|
$132,714,524 | — | 31 Dec 2025 | |
| Neuberger Berman Group LLC |
13F
|
Company |
1.1%
|
382,845
|
$128,999,496 | — | 31 Dec 2025 | |
| Albert H. Nahmad |
3/4/5
|
Chairman and CEO, Director |
—
mixed-class rows
|
367,453
mixed-class rows
|
$124,519,497 | — | 11 Mar 2026 | |
| Hamlin Capital Management, LLC |
13F
|
Company |
0.97%
|
340,322
|
$114,671,498 | — | 31 Dec 2025 | |
| NORGES BANK |
13F
|
Company |
0.94%
|
328,989
|
$110,852,844 | — | 31 Dec 2025 | |
| Aaron J. Nahmad |
3/4/5
|
President, Director |
—
mixed-class rows
|
325,097
mixed-class rows
|
$110,426,564 | — | 11 Mar 2026 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.91%
|
319,162
|
$107,541,636 | — | 31 Dec 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
—
mixed-class rows
|
306,319
mixed-class rows
|
$103,217,059 | — | 31 Dec 2025 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.87%
|
305,280
|
$102,864,096 | — | 31 Dec 2025 | |
| Corient Private Wealth LLC |
13F
|
Company |
1.8%
|
614,992
|
$94,869,247 | — | 31 Dec 2025 | |
| BAHL & GAYNOR INC |
13F
|
Company |
0.74%
|
260,786
|
$87,871,843 | — | 31 Dec 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.73%
|
254,200
|
$85,652,486 | — | 31 Dec 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
—
mixed-class rows
|
235,512
mixed-class rows
|
$79,385,803 | — | 31 Dec 2025 | |
| TWO SIGMA ADVISERS, LP |
13F
|
Company |
0.67%
|
234,580
|
$79,041,731 | — | 31 Dec 2025 | |
| CALEDONIA INVESTMENTS PLC |
13F
|
Company |
0.67%
|
232,927
|
$78,487,082 | — | 31 Dec 2025 | |
| BROWN BROTHERS HARRIMAN & CO |
13F
|
Company |
0.66%
|
230,992
|
$77,832,754 | — | 31 Dec 2025 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.62%
|
218,586
|
$73,652,667 | — | 31 Dec 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.61%
|
214,802
|
$72,378,300 | — | 31 Dec 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.61%
|
213,603
|
$71,973,427 | — | 31 Dec 2025 | |
| WELCH & FORBES LLC |
13F
|
Company |
0.6%
|
210,718
|
$71,001,601 | — | 31 Dec 2025 | |
| UBS Group AG |
13F
|
Company |
0.53%
|
186,875
|
$62,967,531 | — | 31 Dec 2025 | |
| SCHWARTZ INVESTMENT COUNSEL INC |
13F
|
Company |
0.48%
|
167,185
|
$56,332,986 | — | 31 Dec 2025 | |
| Vantage Investment Partners, LLC |
13F
|
Company |
0.47%
|
166,172
|
$55,991,655 | — | 31 Dec 2025 | |
| Barry S. Logan |
3/4/5
|
Executive Vice President, Director |
—
mixed-class rows
|
144,839
mixed-class rows
|
$51,835,951 | — | 11 Mar 2026 | |
| JACOBS LEVY EQUITY MANAGEMENT, INC |
13F
|
Company |
0.44%
|
152,445
|
$51,366,343 | — | 31 Dec 2025 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
0.43%
|
149,006
|
$50,207,571 | — | 31 Dec 2025 | |
| BENJAMIN EDWARDS INC |
13F
|
Company |
0.41%
|
145,131
|
$48,920,916 | — | 31 Dec 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.39%
|
137,656
|
$46,384,000 | — | 31 Dec 2025 | |
| Epoch Investment Partners, Inc. |
13F
|
Company |
0.39%
|
135,131
|
$45,532,390 | — | 31 Dec 2025 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.37%
|
128,578
|
$43,324,358 | — | 31 Dec 2025 | |
| CITIGROUP INC |
13F
|
Company |
0.36%
|
125,098
|
$42,151,771 | — | 31 Dec 2025 |
Recent Insider Transactions by Companies or Individuals for WATSCO INC
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Ana M. Menendez | WSO | Common stock | Other | 1.61% | 25 | 1,573 | 11 Mar 2026 | See footnote | ||
| Barry S. Logan | WSO | Common stock | Other | 1.07% | 19 | 1,802 | 11 Mar 2026 | See footnote | ||
| Aaron J. Nahmad | WSO | Common stock | Other | 4.99% | 25 | 526 | 11 Mar 2026 | See footnote | ||
| Albert H. Nahmad | WSO | Common stock | Other | 37.3% | 25 | 92 | 11 Mar 2026 | See footnote | ||
| Aaron J. Nahmad | WSO | Class B Common stock | Award | 4.78% | 13,955 | 305,993 | 07 Jan 2026 | Direct | ||
| Ana Lopez-Blazquez | WSO | Common stock | Tax liability | -70.7% | -707 | 293 | 12 Dec 2025 | Direct | ||
| Ana Lopez-Blazquez | WSO | Common stock | Options Exercise | 1,000 | 0 | 12 Dec 2025 | Direct | |||
| Ana Lopez-Blazquez | WSO | Stock Option (right to buy) | Options Exercise | -100% | -1,000 | 0 | 12 Dec 2025 | Direct | ||
| Denise Dickins | WSO | Common stock | Gift | -1.23% | -269 | 21,638 | 05 Dec 2025 | Direct | ||
| Gary L. Tapella | WSO | Stock Option (right to buy) | Award | 1,000 | 1,000 | 24 Jul 2025 | Direct | |||
| J. Michael Custer | WSO | Common stock | Sale | -38.2% | $986,194 | $448.27 | -2,200 | 3,552 | 10 Jun 2025 | Direct |
| Denise Dickins | WSO | Common stock | Gift | -0.86% | -191 | 21,907 | 15 May 2025 | Direct | ||
| Denise Dickins | WSO | Common stock | Tax liability | -36.1% | -1,624 | 2,876 | 12 May 2025 | Direct | ||
| Denise Dickins | WSO | Common stock | Options Exercise | 4,500 | 0 | 12 May 2025 | Direct | |||
| Denise Dickins | WSO | Stock Option (right to buy) | Options Exercise | -100% | -4,500 | 0 | 12 May 2025 | Direct |
* An asterisk sign (*) next to the price indicates that the price is likely invalid.