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Watsco CEO reports 314,576 shares delivered or withheld

The transaction is linked to restricted-stock vesting; 102,575 shares held following vesting remain subject to vesting restrictions.

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Form Type
4

Rhea-AI Filing Summary

Watsco Inc. Chairman and CEO Albert H. Nahmad reported that 314,576 Class B common shares held by My Pal Al, L.P., a limited partnership over which he maintains effective control, were delivered or withheld for payment of exercise price or tax liability on October 15, 2026, at a reported $287.50 per share. Of the shares held following his vesting of restricted stock, 102,575 remain subject to vesting restrictions. No Rule 10b5-1 plan is reported. Class B common stock is convertible into common stock at any time on a one-for-one basis and has no expiration date.

Insider NAHMAD ALBERT H
Role Chairman and CEO
Type Security Shares Price Value
Exercise Price or Tax Liability Class B Common stock F2, F4 314,576 $287.50 $90.44M
holding Class B Common stock F2, F3 -- -- --
holding Class B Common stock F2, F5 -- -- --
holding Class B Common stock F2, F6, F7 -- -- --
holding Class B Common stock F2, F8 -- -- --
holding Common stock F1 -- -- --
Holdings After Transaction: Class B Common stock — 3,830,861 contracts for 3,243,431 underlying shares (Indirect, See footnote); Class B Common stock — 160,385 contracts (Direct); Common stock — 92 shares (Indirect, Se footnote)
Footnotes (8)
  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 shares held by Albert Henry Capital L.P., a limited partnership over which Mr. Nahmad maintains effective control, which are subject to vesting restrictions.
  4. F4. Reflects shares held by My Pal Al, L.P., a limited partnership over which Mr. Nahmad maintains effective control. Of the number of shares held following the reported transaction (Mr. Nahmad's vesting of restricted stock), 102,575 remain subject to vesting restrictions.
  5. F5. Reflects shares held by Gramps G-MA, L.P, a limited partnership over which Mr. Nahmad maintains effective control, which are subject to vesting restrictions.
  6. F6. Includes 9,202 and 9,842 shares acquired on April 30, 2026 and July 31, 2026, respectively, under the Watsco Inc. Dividend Reinvestment Plan.
  7. F7. Reflects shares held by various trusts over which Mr. Nahmad maintains effective control.
  8. F8. Reflects shares owned by Colon Boy LP, a limited partnership, over which Mr. Nahmad maintains effective control.
Shares delivered or withheld 314,576 shares Class B common shares held by My Pal Al, L.P.; October 15, 2026
Reported transaction price $287.50 per share Class B common shares; October 15, 2026
Shares subject to vesting restrictions 102,575 shares Shares held following the reported restricted-stock vesting
Class B common shares held 440,000 shares Albert Henry Capital L.P.; October 15, 2026
Class B common shares held 160,385 shares Gramps G-MA, L.P.; October 15, 2026
Class B common shares held 2,596,455 shares Various trusts; October 15, 2026
Class B common shares held 206,976 shares Colon Boy LP; October 15, 2026
Common shares held 92 shares Watsco, Inc. Profit Sharing Retirement Plan and Trust; October 15, 2026
exercise price or tax liability financial
"delivering or withholding securities"
vesting restrictions financial
"remain subject to vesting restrictions"
Class B Common Stock financial
"convertible into Common Stock at any time on a one-for-one basis"
A class B common stock is one of multiple types of a company’s ordinary shares that carries specific rights—often different voting power or dividend priority—compared with other classes. For investors it matters because those differences affect how much influence you have over company decisions, the income you might receive, and how freely the shares trade; think of it like owning a car with different keys: some keys let you start the engine and open the trunk, others only unlock the door.
Dividend Reinvestment Plan financial
"acquired under the Watsco Inc. Dividend Reinvestment Plan"
A dividend reinvestment plan lets shareholders automatically use cash dividends to buy more shares of the same company instead of receiving the money. It matters to investors because it turns regular payouts into a steady way to grow ownership and take advantage of compound returns—like having your savings automatically buy additional slices of a pie over time—while often reducing transaction costs and smoothing purchase timing.

FAQ

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

How many Watsco (WSO) shares were delivered or withheld in Albert H. Nahmad's Form 4?

My Pal Al, L.P. reported 314,576 Class B common shares delivered or withheld for payment of exercise price or tax liability on October 15, 2026, at a reported $287.50 per share. No Rule 10b5-1 plan is reported.

What other Watsco (WSO) stock holdings are listed?

Reported positions include 440,000 Class B common shares held by Albert Henry Capital L.P., 160,385 held by Gramps G-MA, L.P., 2,596,455 held by various trusts, and 206,976 held by Colon Boy LP. The filing also lists 92 common shares in Watsco, Inc. Profit Sharing Retirement Plan and Trust. Class B common stock is convertible into common stock one-for-one.

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

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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*
NAHMAD ALBERT H

(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)
Chairman and CEO
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
10/15/2026
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 stock92ISe 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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Class B Common stock(2) (2) (2)Class B Common stock440,000440,000ISee footnote(3)
Class B Common stock(2)10/15/2026F314,576 (2) (2)Class B Common stock314,576$287.5587,430ISee footnote(4)
Class B Common stock(2) (2) (2)Class B Common stock160,385160,385D(5)
Class B Common stock(2) (2) (2)Class B Common stock2,596,4552,596,455(6)ISee footnote(7)
Class B Common stock(2) (2) (2)Class B Common stock206,976206,976ISee footnote(8)
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 shares held by Albert Henry Capital L.P., a limited partnership over which Mr. Nahmad maintains effective control, which are subject to vesting restrictions.
4. Reflects shares held by My Pal Al, L.P., a limited partnership over which Mr. Nahmad maintains effective control. Of the number of shares held following the reported transaction (Mr. Nahmad's vesting of restricted stock), 102,575 remain subject to vesting restrictions.
5. Reflects shares held by Gramps G-MA, L.P, a limited partnership over which Mr. Nahmad maintains effective control, which are subject to vesting restrictions.
6. Includes 9,202 and 9,842 shares acquired on April 30, 2026 and July 31, 2026, respectively, under the Watsco Inc. Dividend Reinvestment Plan.
7. Reflects shares held by various trusts over which Mr. Nahmad maintains effective control.
8. Reflects shares owned by Colon Boy LP, a limited partnership, over which Mr. Nahmad maintains effective control.
/s/ Albert H. Nahmad10/19/2026
** 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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