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Watsco (NYSE: WSO) EVP reports small indirect stock restructuring

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Watsco Inc. Executive Vice President Barry S. Logan reported an administrative restructuring-type transaction involving 19 shares of Common stock at $336.95 per share. The shares are held indirectly through the Watsco, Inc. Profit Sharing Retirement Plan and Trust, bringing that indirect Common stock position to 1,802 shares.

Separately, Logan holds 30,000 shares of Common Stock directly and 113,037 shares of Class B Common stock directly, which are convertible into Common Stock on a one-for-one basis with no expiration date. Of the Class B shares, 70,000 are fully held and 43,037 remain subject to vesting restrictions, underscoring that the reported activity represents a small structural adjustment within a substantially larger overall stake.

Positive

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Negative

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Insider LOGAN BARRY S
Role Executive Vice President
Type Security Shares Price Value
Other Common stock 19 $336.95 $6K
holding Class B Common stock -- -- --
holding Common Stock -- -- --
Holdings After Transaction: Common stock — 1,802 shares (Indirect, See footnote); Class B Common stock — 113,037 shares (Direct); Common Stock — 30,000 shares (Direct)
Footnotes (3)
  1. F1. Ownership in Watsco, Inc. Profit Sharing Retirement Plan and Trust.
  2. 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.
  3. F3. Reflects 70,000 shares directly held and 43,037 shares that remain subject to vesting restrictions.

FAQ

What insider transaction did Watsco (WSO) report for Barry S. Logan?
Barry S. Logan reported an administrative restructuring of 19 shares of Common stock at $336.95 per share. These shares are held indirectly through the Watsco, Inc. Profit Sharing Retirement Plan and Trust, indicating a small structural adjustment rather than a market purchase or sale.

How many Watsco (WSO) common shares does Barry S. Logan hold after this Form 4?
After the reported activity, Barry S. Logan indirectly holds 1,802 shares of Common stock through a profit sharing plan. He also directly holds 30,000 shares of Common Stock, providing a clear picture of both his indirect plan-based and direct ownership positions.

What is Barry S. Logan’s Class B Common stock position in Watsco (WSO)?
Barry S. Logan directly holds 113,037 shares of Class B Common stock. Footnotes state these Class B shares are convertible into Common Stock on a one-for-one basis with no expiration date, including 70,000 fully held shares and 43,037 still subject to vesting restrictions.

Was the Watsco (WSO) insider transaction a buy or sell of shares?
The Form 4 characterizes the 19-share Common stock entry as an “other acquisition or disposition” restructuring-type transaction. It is not coded as an open-market buy or sell, suggesting an internal administrative adjustment within the profit sharing retirement plan rather than a trading decision.

What does the profit sharing plan footnote mean for Watsco (WSO) insider holdings?
The footnote explains that 1,802 Common stock shares are held in the Watsco, Inc. Profit Sharing Retirement Plan and Trust. This indicates those shares are owned indirectly through a retirement vehicle, distinguishing them from the officer’s directly held Common and Class B Common stock positions.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Form 4 Insider Transactions: What Each Field Means →
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*
LOGAN BARRY S
(Last) (First) (Middle)
2665 S. BAYSHORE DRIVE
SUITE 901
(Street)
MIAMI FL 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)
Executive Vice 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)
Code V Amount (A) or (D) Price
Common stock 03/11/2026 J 19 A $336.95 1,802 I See footnote(1)
Common Stock 30,000 D
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)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Class B Common stock (2) (2) (2) Class B Common stock 113,037 113,037 D(3)
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. Reflects 70,000 shares directly held and 43,037 shares that remain subject to vesting restrictions.
/s/ Barry S. Logan 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