Key facts
- 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
Change
- Buy value: ; sell value: $986,194.
- Net share flow: -2,200.
Research use
- 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.
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 first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings 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 |
10%
|
3,540,962
|
$1,331,118,435 | -$437,490,433 | 31 Mar 2026 | |
| FMR LLC |
13F
13D/G
|
Company |
5.6%
from 13D/G
|
1,890,322
|
$687,680,419 | — | 31 Mar 2026 | |
| Capital Research Global Investors |
13D/G
13F
|
Company |
5.4%
|
1,898,603
|
$713,722,840 | $0 | 31 Mar 2026 | |
| VANGUARD CAPITAL MANAGEMENT LLC |
13D/G
13F
|
Vanguard Capital Management · Company |
5.2%
|
1,827,568
|
$664,850,963 | $0 | 31 Mar 2026 | |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
13D/G
13F
|
Vanguard Portfolio Management · Company |
5%
|
1,755,266
|
$638,548,218 | $0 | 31 Mar 2026 | |
| Denise Dickins |
3/4/5
|
Director |
0.06%
|
21,638
|
$7,290,928 | — | 31 Dec 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
3.8%
|
1,340,401
|
$487,195,543 | — | 31 Mar 2026 | |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
13F
|
Company |
3.8%
|
1,329,205
|
$483,551,523 | — | 31 Mar 2026 | |
| STATE STREET CORP |
13F
|
Company |
3.6%
|
1,273,941
|
$463,446,996 | — | 31 Mar 2026 | |
| BAILLIE GIFFORD & CO |
13F
|
Company |
3.2%
|
1,137,258
|
$413,723,088 | — | 31 Mar 2026 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.9%
|
654,030
|
$237,450,497 | — | 31 Mar 2026 | |
| BLAIR WILLIAM & CO/IL |
13F
|
Company |
1.7%
|
582,700
|
$211,980,580 | — | 31 Mar 2026 | |
| MARKEL GROUP INC. |
13F
|
Company |
1.7%
|
582,169
|
$211,787,262 | — | 31 Mar 2026 | |
| DAVENPORT & Co LLC |
13F
|
Company |
1.6%
|
545,278
|
$198,366,683 | — | 31 Mar 2026 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
1.2%
|
421,188
|
$153,224,262 | — | 31 Mar 2026 | |
| UBS Group AG |
13F
|
Company |
1%
|
363,127
|
$132,101,972 | — | 31 Mar 2026 | |
| Capital World Investors |
13F
|
Company |
0.97%
|
339,018
|
$123,331,358 | — | 31 Mar 2026 | |
| Hamlin Capital Management, LLC |
13F
|
Company |
0.96%
|
337,335
|
$122,719,100 | — | 31 Mar 2026 | |
| CAPTRUST FINANCIAL ADVISORS |
13F
|
Company |
0.94%
|
330,883
|
$120,357,187 | — | 31 Mar 2026 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.93%
|
325,306
|
$118,343,069 | — | 31 Mar 2026 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
0.86%
|
300,096
|
$109,171,924 | — | 31 Mar 2026 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.83%
|
292,356
|
$106,356,254 | — | 31 Mar 2026 | |
| BAHL & GAYNOR INC |
13F
|
Company |
0.75%
|
261,924
|
$95,285,332 | — | 31 Mar 2026 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.72%
|
251,778
|
$91,594,285 | — | 31 Mar 2026 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.68%
|
239,606
|
$87,166,303 | — | 31 Mar 2026 | |
| CALEDONIA INVESTMENTS PLC |
13F
|
Company |
0.66%
|
232,927
|
$84,668,965 | — | 31 Mar 2026 | |
| BROWN BROTHERS HARRIMAN & CO |
13F
|
Company |
0.64%
|
225,996
|
$82,215,085 | — | 31 Mar 2026 | |
| VANGUARD FIDUCIARY TRUST CO |
13F
|
Company |
0.62%
|
216,751
|
$78,851,846 | — | 31 Mar 2026 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.62%
|
216,400
|
$78,724,156 | — | 31 Mar 2026 | |
| WELCH & FORBES LLC |
13F
|
Company |
0.6%
|
209,805
|
$76,325,115 | — | 31 Mar 2026 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.57%
|
201,299
|
$70,235,362 | — | 31 Mar 2026 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.5%
|
174,551
|
$63,504,575 | — | 31 Mar 2026 | |
| Vantage Investment Partners, LLC |
13F
|
Company |
0.49%
|
171,864
|
$62,522,405 | — | 31 Mar 2026 | |
| DONALDSON CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.46%
|
162,639
|
$59,166,331 | — | 31 Mar 2026 | |
| SG Capital Management LLC |
13F
|
Company |
0.46%
|
161,191
|
$58,639,674 | — | 31 Mar 2026 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.43%
|
149,692
|
$54,456,453 | — | 31 Mar 2026 | |
| JACOBS LEVY EQUITY MANAGEMENT, INC |
13F
|
Company |
0.42%
|
147,380
|
$53,615,370 | — | 31 Mar 2026 | |
| Junto Capital Management LP |
13F
|
Company |
0.41%
|
145,151
|
$52,804,482 | — | 31 Mar 2026 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.41%
|
144,173
|
$52,448,000 | — | 31 Mar 2026 | |
| Corient Private Wealth LLC |
13F
|
Company |
0.41%
|
143,216
|
$52,006,183 | — | 31 Mar 2026 | |
| BENJAMIN EDWARDS INC |
13F
|
Company |
0.4%
|
141,901
|
$51,644,899 | — | 31 Mar 2026 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
0.4%
|
140,170
|
$50,992,445 | — | 31 Mar 2026 | |
| Epoch Investment Partners, Inc. |
13F
|
Company |
0.38%
|
133,469
|
$48,554,687 | — | 31 Mar 2026 | |
| RIVERBRIDGE PARTNERS LLC |
13F
|
Company |
0.38%
|
131,738
|
$47,925,032 | — | 31 Mar 2026 | |
| Neuberger Berman Group LLC |
13F
|
Company |
0.37%
|
130,482
|
$47,557,689 | — | 31 Mar 2026 | |
| CIBC Bancorp USA Inc. |
13F
|
Company |
0.36%
|
127,904
|
$46,526,933 | — | 31 Mar 2026 | |
| AEGON ASSET MANAGEMENT UK PLC |
13F
|
Company |
0.36%
|
125,107
|
$45,040,066 | — | 31 Mar 2026 | |
| Baird Financial Group, Inc. |
13F
|
Company |
0.35%
|
122,206
|
$44,457,320 | — | 31 Mar 2026 | |
| Conestoga Capital Advisors, LLC |
13F
|
Company |
0.35%
|
121,904
|
$44,347,456 | — | 31 Mar 2026 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
0.32%
|
110,760
|
$40,295,608 | — | 31 Mar 2026 |
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 |
* An asterisk sign (*) next to the price indicates that the price is likely invalid.