How is the 25-share Watsco (WSO) transaction categorized on the Form 4?

The 25-share transaction is coded as “J”, described as an “other acquisition or disposition” and treated as a restructuring event. It is not marked as a standard open-market purchase or sale, and is tied to indirectly held common stock in a retirement-related plan.

Watsco president logs 25-share stock restructuring

Watsco, Inc. president Aaron J. Nahmad reported an “other” transaction involving 25 shares of common stock at $336.95 per share, classified as a restructuring event.

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Rhea-AI Filing Summary

Watsco, Inc. president Aaron J. Nahmad reported an “other” transaction involving 25 shares of common stock at $336.95 per share, classified as a restructuring event. The 25 shares are held indirectly, with ownership described in a profit sharing retirement plan and trust.

After this activity, he indirectly holds 526 shares of common stock, directly holds 1,408 shares, and an additional 1,150 common shares are held indirectly by his spouse. He also holds Class B common stock, including 64,237 and 305,993 shares directly and 16,020 shares indirectly, which is convertible into common stock on a one-for-one basis with no expiration date.

Insider Trade Summary

Other: 25 shares

Other 6 txns

Insider Nahmad Aaron J

Role President

Type	Security	Shares	Price	Value
Other	Common stock	25	$336.95	$8K
holding	Class B Common stock	--	--	--
holding	Class B Common stock	--	--	--
holding	Class B Common stock	--	--	--
holding	Common stock	--	--	--
holding	Common stock	--	--	--

Holdings After Transaction: Common stock — 526 shares (Indirect, See footnote); Class B Common stock — 370,230 contracts (Direct); Class B Common stock — 16,020 contracts (Indirect, See footnote); Common stock — 1,408 shares (Direct); Common stock — 1,150 shares (Indirect, By Spouse)

Footnotes (5)

F1. Ownership in Watsco, Inc. Profit Sharing Retirement Plan and Trust.
F2. The Class B Common Stock is convertible into Common Stock at any time on a one-for-one basis and has no expiration date.
F3. Includes 120 shares acquired on January 30, 2026 under the Watsco Inc. Dividend Reinvestment Plan.
F4. Reflects shares held by custodial accounts for Mr. Nahmad's children, of which Mr. Nahmad is the custodian.
F5. Award of stock pursuant to Watsco, Inc. Restricted Stock Agreement.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider transaction did Watsco (WSO) president Aaron J. Nahmad report?

Aaron J. Nahmad reported an “other” transaction involving 25 shares of Watsco common stock at $336.95 per share. The event is coded as a restructuring-type transaction rather than a standard open-market buy or sell, and the shares are held indirectly through a retirement-related plan.

How many Watsco (WSO) common shares does Aaron J. Nahmad hold after this Form 4?

After the reported activity, Aaron J. Nahmad indirectly holds 526 Watsco common shares, directly holds 1,408 shares, and 1,150 additional common shares are held indirectly by his spouse. These holdings reflect his reported direct and indirect ownership positions in Watsco’s common stock.

What are Aaron J. Nahmad’s Class B common stock holdings in Watsco (WSO)?

He reports direct holdings of 64,237 and 305,993 shares of Watsco Class B common stock, plus 16,020 shares held indirectly. The Class B common stock is convertible into common stock at any time on a one-for-one basis and has no expiration date.

Does the Watsco (WSO) Form 4 indicate any large buy or sell by Aaron J. Nahmad?

The Form 4 does not show any open-market buys or sells by Aaron J. Nahmad. It records a 25-share restructuring-type transaction and updates his direct and indirect holdings in Watsco common and Class B common stock, without signaling major buying or selling activity.

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Form 4 Insider Transactions: What Each Field Means →

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Accepted by SEC EDGAR 03/13/2026 - 04:17 PM

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Nahmad Aaron J

(Last)

(First)

(Middle)

2665 S. BAYSHORE DRIVE

SUITE 901

(Street)

MIAMI

33133

(City)

(State)

(Zip)

2. Issuer Name and Ticker or Trading Symbol
WATSCO INC [ WSO; WSOB ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director	10% Owner
X	Officer (give title below)	Other (specify below)
	President

3. Date of Earliest Transaction (Month/Day/Year)
03/11/2026

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Common stock								1,408	D
Common stock								1,150	I	By Spouse
Common stock	03/11/2026		J		25	A	$336.95	526	I	See footnote⁽¹⁾

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
Class B Common stock	⁽²⁾							⁽²⁾	⁽²⁾	Class B Common stock	64,237		64,237	D
Class B Common stock	⁽²⁾							⁽²⁾	⁽²⁾	Class B Common stock	16,020		16,020⁽³⁾	I	See footnote⁽⁴⁾
Class B Common stock	⁽²⁾							⁽²⁾	⁽²⁾	Class B Common stock	305,993		305,993	D⁽⁵⁾

Explanation of Responses:

1. Ownership in Watsco, Inc. Profit Sharing Retirement Plan and Trust.

2. The Class B Common Stock is convertible into Common Stock at any time on a one-for-one basis and has no expiration date.

3. Includes 120 shares acquired on January 30, 2026 under the Watsco Inc. Dividend Reinvestment Plan.

4. Reflects shares held by custodial accounts for Mr. Nahmad's children, of which Mr. Nahmad is the custodian.

5. Award of stock pursuant to Watsco, Inc. Restricted Stock Agreement.

	/s/ Aaron J. Nahmad	03/13/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

Source: View Original Filing on SEC EDGAR