Stock Scorer

Watsco Inc (WSO) · Insider trading

What Watsco's directors, officers and largest holders bought and sold themselves, from the Form 4 each of them files with the SEC within two business days of a trade. Open-market purchases and sales first: those are the trades somebody chose to make at the market price.

Bought, 12 months
$0
0 insiders, 0 trades
Sold, 12 months
$0
0 insiders
Net, 12 months
$0
bought less sold
Latest filing
2026-03-13
filings read to 2026-10-19

Bought and sold at the market, by month

Two years. Purchases above the line, sales below, in dollars.

2024-12: $5.59M sold 2025-01 2025-03: $1.05M sold 2025-06: $986,194 sold 2025-07 2026-01 2026-07
Bought Sold Largest month: $5.59M

Who traded, two years

InsiderBoughtSold TradesLast tradeHolds after
Logan Barry SDirector, Executive Vice President – $5.59M 1 2024-12-18 0
Alvarez Cesar LDirector – $1.05M 2 2025-03-05 0
Custer John MichaelDirector – $986,194 1 2025-06-10 3,552

Open-market purchases and sales

Newest first. “Plan” marks a trade made under a 10b5-1 plan set up in advance.

DateInsiderTradeShares PriceValueHolds afterFiling
2025-06-10 Custer John MichaelDirector Sale 2,200 448.27 $986,194 3,552 Form 4
2025-03-05 Alvarez Cesar LDirector Sale 679 498.92 $338,767 0 Form 4
2025-03-05 Alvarez Cesar LDirector Sale 1,421 500.00 $710,500 0 Form 4
2024-12-18 Logan Barry SDirector, Executive Vice President Sale 10,998 508.21 $5.59M 0 Form 4

Grants, exercises and other transactions

Pay, tax and paperwork rather than a choice to trade at the market price. Two years.

8 × other5 × option exercise3 × shares withheld for tax2 × gift
Show them
DateInsiderWhatShares PriceHolds afterFiling
2026-03-11 Nahmad Albert HDirector, Chairman and CEO Other J +25 336.95 92 Form 4
2026-03-11 Nahmad Aaron JDirector, President Other J +25 336.95 526 Form 4
2026-03-11 Logan Barry SDirector, Executive Vice President Other J +19 336.95 1,802 Form 4
2026-03-11 Menendez Ana MCFO / Treasurer Other J +25 336.95 1,573 Form 4
2025-12-12 Lopez-Blazquez AnaDirector Option exercise M +1,000 250.84 0 Form 4
2025-12-12 Lopez-Blazquez AnaDirector Shares withheld for tax F −707 354.61 293 Form 4
2025-12-05 Dickins DeniseDirector Gift G −269 – 21,638 Form 4
2025-05-15 Dickins DeniseDirector Gift G −191 – 21,907 Form 4
2025-05-12 Dickins DeniseDirector Option exercise M +4,500 175.07 0 Form 4
2025-05-12 Dickins DeniseDirector Shares withheld for tax F −1,624 484.84 2,876 Form 4
2025-03-13 Nahmad Aaron JDirector, President Other J +18 473.89 501 Form 4
2025-03-13 Nahmad Albert HDirector, Chairman and CEO Other J +18 473.89 67 Form 4
2025-03-13 Menendez Ana MCFO / Treasurer Other J +18 473.89 1,548 Form 4
2025-03-13 Logan Barry SDirector, Executive Vice President Other J +13 473.89 1,783 Form 4
2025-03-05 Alvarez Cesar LDirector Option exercise M +679 175.07 0 Form 4
2025-03-05 Alvarez Cesar LDirector Option exercise M +1,421 175.07 0 Form 4
2025-03-05 Alvarez Cesar LDirector Option exercise M +400 175.07 400 Form 4
2024-12-14 Logan Barry SDirector, Executive Vice President Shares withheld for tax F −71,702 509.75 30,000 Form 4

How to read it

Buy, sale
Code P and S on the form: shares bought or sold in the market, at the market price. The other codes are mostly pay (a grant, an option exercised) or tax (shares the company withheld), and say little about what the insider thinks of the price.
Plan
A sale or purchase under a Rule 10b5-1 plan, set up in advance and running on its own schedule. Since April 2023 the form has a box for it. Much executive selling is planned and says more about diversifying than about the company.
Holds after
The shares the insider still held after the trade, in the form the trade was in (directly, or indirectly through a trust or a fund).
Value
Shares times the price the form reports, which is often an average over several fills on the day.

Read from the SEC's own quarterly data sets of Forms 3, 4 and 5, and from each day's filings since the last one. A correcting amendment replaces the lines it restates. Every row links to its filing. None of this is advice: insiders sell for many reasons, and buy for fewer.

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