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Watsco awards Barry S. Logan 3,573 common shares

Watsco's Class B common stock is convertible into common stock at any time on a one-for-one basis and has no expiration date.

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Form Type
4

Rhea-AI Filing Summary

Watsco Inc. (WSO) Executive Vice President and director Barry S. Logan reported an award of 3,573 common shares on October 9, 2026, at a reported price of $279.90 per share, under a restricted stock agreement. His reported direct position includes 113,037 Class B common shares: 70,000 directly held and 43,037 subject to vesting restrictions. A separate indirect holding is 1,802 common shares in the Watsco, Inc. Profit Sharing Retirement Plan and Trust. Class B common stock is convertible into common stock at any time on a one-for-one basis and has no expiration date.

Insights

Analyzing...

Insider LOGAN BARRY S
Role Executive Vice President
Type Security Shares Price Value
Grant/Award Common stock F2 3,573 $279.90 $1.00M
holding Class B Common stock F3, F4 -- -- --
holding Common stock F1 -- -- --
holding Common stock -- -- --
Holdings After Transaction: Common stock — 33,573 shares (Direct); Class B Common stock — 113,037 contracts (Direct); Common stock — 1,802 shares (Indirect, See footnote)
Footnotes (4)
  1. F1. Ownership in Watsco, Inc. Profit Sharing Retirement Plan and Trust.
  2. F2. Award of stock pursuant to Watsco, Inc. Restricted Stock Agreement.
  3. F3. The Class B Common Stock is convertible into Common Stock at any time on a one-for-one basis and has no expiration date.
  4. F4. Reflects 70,000 shares directly held and 43,037 shares that remain subject to vesting restrictions.
Awarded common shares 3,573 shares Award on October 9, 2026
Reported award price per share $279.90 per share Common stock award on October 9, 2026
Direct Class B common shares 113,037 shares Reported position on October 9, 2026
Directly held Class B shares 70,000 shares Reported Class B position
Class B shares subject to vesting restrictions 43,037 shares Reported Class B position
Indirect common shares in retirement plan and trust 1,802 shares Watsco, Inc. Profit Sharing Retirement Plan and Trust
Restricted Stock Agreement financial
"pursuant to Watsco, Inc. Restricted Stock Agreement"
vesting restrictions financial
"43,037 shares that remain subject to vesting restrictions"
one-for-one basis technical
"convertible into Common Stock at any time on a one-for-one basis"
Profit Sharing Retirement Plan and Trust financial
"Ownership in Watsco, Inc. Profit Sharing Retirement Plan and Trust"

FAQ

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

How many Watsco (WSO) shares did Barry S. Logan receive?

Barry S. Logan received an award of 3,573 common shares on October 9, 2026, under a Watsco, Inc. Restricted Stock Agreement; the reported price was $279.90 per share.

How many Class B shares does Watsco (WSO) executive Barry S. Logan hold?

The reported direct position is 113,037 Class B common shares: 70,000 are directly held and 43,037 remain subject to vesting restrictions. Class B shares are convertible into common stock at any time on a one-for-one basis and have no expiration date.

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

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Available on EDGAR Accepted by SEC EDGAR Learn about SEC filing dates
SEC Form 4
FORM 4UNITED 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 FLORIDA 33133

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
WATSCO INC [ WSO; WSOB ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
XOfficer (give title below)Other (specify below)
Executive Vice President
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
10/09/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

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)
CodeVAmount(A) or (D)Price
Common stock1,802ISee footnote(1)
Common stock30,000D
Common stock10/09/2026A3,573A$279.93,573D(2)
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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Class B Common stock(3) (3) (3)Class B Common stock113,037113,037D(4)
Explanation of Responses:
1. Ownership in Watsco, Inc. Profit Sharing Retirement Plan and Trust.
2. Award of stock pursuant to Watsco, Inc. Restricted Stock Agreement.
3. The Class B Common Stock is convertible into Common Stock at any time on a one-for-one basis and has no expiration date.
4. Reflects 70,000 shares directly held and 43,037 shares that remain subject to vesting restrictions.
/s/ Barry S. Logan10/13/2026
** Signature of Reporting PersonDate
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.
* Form 4: SEC 1474 (03-26)

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