Watsco (NYSE: WSO) CFO reports 25-share retirement plan stock move

Rhea-AI Filing Summary

Watsco Inc CFO and Treasurer Ana M. Menendez reported an "other" Form 4 transaction involving 25 shares of common stock at $336.95 per share, held indirectly. A footnote explains this indirect position is in the Watsco, Inc. Profit Sharing Retirement Plan and Trust. After this restructuring-type entry, the plan holds 1,573 common shares for her indirect benefit. The filing also updates her direct positions, showing 40,037 and 4,867 shares of Class B common stock and 28,954 and 40,000 shares of common stock, with the Class B shares convertible into common stock on a one-for-one basis with no expiration date.

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

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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^*

MENENDEZ ANA M

(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)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	CFO / Treasurer

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		25	A	$336.95	1,573	I	See footnote(1)
Common Stock								28,954	D
Common Stock								40,000	D(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)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares
Class B Common stock	(3)							(3)	(3)	Class B Common stock	40,037		40,037	D(2)
Class B Common stock	(3)							(3)	(3)	Class B Common stock	4,867		4,867	D

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.

	/s/ Ana M. Menendez	03/13/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
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FAQ

What insider transaction did Watsco (WSO) CFO Ana Menendez report?

Ana Menendez reported an "other" Form 4 transaction involving 25 shares of Watsco common stock at $336.95 per share, held indirectly. The position relates to the Watsco, Inc. Profit Sharing Retirement Plan and Trust and is characterized as a restructuring-type entry.

How many Watsco common shares does the CFO hold indirectly after this Form 4?

Following the reported transaction, Ana Menendez’s indirect holdings through the Watsco, Inc. Profit Sharing Retirement Plan and Trust total 1,573 common shares. This reflects a small 25-share restructuring-type adjustment rather than an open-market purchase or sale of Watsco stock.

What are Ana Menendez’s direct Class B Watsco (WSO) share holdings now?

The filing shows Ana Menendez directly holds 40,037 and 4,867 shares of Watsco Class B common stock. Footnotes state that the Class B common stock is convertible into common stock at any time on a one-for-one basis and has no expiration date attached.

What direct Watsco common stock holdings does the CFO report on this Form 4?

Ana Menendez’s direct holdings include 28,954 and 40,000 shares of Watsco common stock. These positions are listed as direct ownership entries and are separate from the 1,573 common shares held indirectly through the company’s Profit Sharing Retirement Plan and Trust.

Is the Watsco CFO’s Form 4 transaction an open-market buy or sell?

The Form 4 uses transaction code J, labeled as "other acquisition or disposition," not a standard buy or sell. The 25-share move is categorized as a restructuring-type adjustment associated with plan or award arrangements, rather than an open-market trade in Watsco stock.

How are Watsco Class B common shares treated in this insider filing?

The filing notes that Watsco Class B common stock is convertible into common stock on a one-for-one basis with no expiration date. Ana Menendez’s direct Class B positions of 40,037 and 4,867 shares therefore represent potential equivalent common shares if converted in the future.