Form 4 for WSO WATSCO INC
Accepted 2025-03-07 00:00:00 ET · period of report 2025-03-05 · accession 0000950170-25-035531 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DM | 2025-03-07 | 2025-03-05 | WSO | ALVAREZ CESAR L | Dir | M - OptEx | $175.07 | +2,500 | 400 | New | +$437.7K |
| DM | 2025-03-07 | 2025-03-05 | WSO | ALVAREZ CESAR L | Dir | S - Sale+OE | $499.65 | -2,100 | 0 | -100% | -$1.05M |
| D | 2025-03-07 | 2025-03-05 | WSO | ALVAREZ CESAR L | Dir | M - OptEx | $175.07 | -2,500 | 0 | -100% | -$437.7K |
| D | 2025-03-07 | 2025-03-05 | WSO | ALVAREZ CESAR L | Dir | A - Grant | $501.67 | +1,500 | 1,500 | New | +$752.5K |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common stock | 2025-03-05 | M | A | 679 | $175.07 | 0 | D | — | — | |
| 2 | Common | Common stock | 2025-03-05 | S | D | 679 | $498.92 | 0 | D | — | — | |
| 3 | Common | Common stock | 2025-03-05 | M | A | 1,421 | $175.07 | 0 | D | — | — | |
| 4 | Common | Common stock | 2025-03-05 | S | D | 1,421 | $500.00 | 0 | D | — | — | |
| 5 | Common | Common stock | 2025-03-05 | M | A | 400 | $175.07 | 400 | D | — | — | |
| 6 | Derivative | Stock Option (right to buy) | 2025-03-05 | M | D | 2,500 | $175.07 | 0 | D | $175.07 · — to 2025-06-01 | 2,500 Common stock | (F1) The options vested June 1, 2022. |
| 7 | Derivative | Stock Option (right to buy) | 2025-03-05 | A | A | 1,500 | $501.67 | 1,500 | D | $501.67 · — to 2030-03-05 | 1,500 Common stock | (F2) The options vest 33 1/3% on March 5, 2025, March 5, 2026 and March 5, 2027, respectively. |