Form 4 for WSO WATSCO INC
Accepted 2023-03-01 00:00:00 ET · period of report 2023-02-27 · accession 0001209191-23-014077 · 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 | 2023-03-01 | 2023-02-27 | WSO | Custer John Michael | Dir | F - Tax | $304.99 | -5,491 | 245 | -96% | -$1.67M |
| DM | 2023-03-01 | 2023-02-27 | WSO | Custer John Michael | Dir | M - OptEx | $182.72 | +9,167 | 0 | New | +$1.68M |
| DM | 2023-03-01 | 2023-02-27 | WSO | Custer John Michael | Dir | M - OptEx | $182.72 | -9,167 | 0 | -100% | -$1.68M |
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 | 2023-02-27 | F | D | 2,634 | $304.99 | 2,366 | D | — | — | |
| 2 | Common | Common stock | 2023-02-27 | M | A | 5,000 | $160.69 | 0 | D | — | — | |
| 3 | Common | Common stock | 2023-02-27 | M | A | 1,667 | $260.28 | 0 | D | — | — | |
| 4 | Common | Common stock | 2023-02-27 | F | D | 1,435 | $304.99 | 1,065 | D | — | — | |
| 5 | Common | Common stock | 2023-02-27 | M | A | 2,500 | $175.07 | 0 | D | — | — | |
| 6 | Common | Common stock | 2023-02-27 | F | D | 1,422 | $304.99 | 245 | D | — | — | |
| 7 | Derivative | Stock Option (right to buy) | 2023-02-27 | M | D | 5,000 | $160.69 | 0 | D | $160.69 · — to 2024-06-03 | 5,000 Common Stock | (F1) The options vested June 3, 2021. |
| 8 | Derivative | Stock Option (right to buy) | 2023-02-27 | M | D | 1,667 | $260.28 | 3,333 | D | $260.28 · — to 2027-06-06 | 5,000 Common Stock | (F3) The options vest 33 1/3% on June 6, 2022, June 6, 2023 and June 6, 2024, respectively. |
| 9 | Derivative | Stock Option (right to buy) | 2023-02-27 | M | D | 2,500 | $175.07 | 0 | D | $175.07 · — to 2025-06-01 | 2,500 Common Stock | (F2) The options vested June 1, 2022. |