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Watsco, Inc. agreed to acquire the HVAC distribution business of Jackson Supply by issuing Common Stock valued at $198.0 million, net of the Business’ debt and transaction expenses. The exact number of shares will be based on the 10-day volume-weighted average price of Watsco’s stock before closing.
Using the 10 most recent trading days ended April 27, 2026 and before any adjustments, this would equal an estimated 458,985 shares, with $25.0 million of stock held in escrow for up to 12 months for purchase price adjustments and indemnification. The shares will be issued as unregistered securities under a private placement exemption.
Watsco Inc ownership report: Vanguard Portfolio Management reports beneficial ownership of 1,755,266 shares of Common Stock as of 03/31/2026, representing 5.02% of the class. The filing shows sole voting power for 4,212 shares and sole dispositive power for 1,755,266 shares.
The filing states these holdings reflect positions managed by Vanguard Portfolio Management LLC and affiliated Vanguard entities, and notes that no single other person has more than 5% of the class.
Watsco, Inc. reported first-quarter 2026 results showing broadly stable performance and continued investment in growth. Revenue was flat at $1.53 billion, with gross profit of $428 million and an operating margin of 7.2%. Diluted earnings per share declined 3% to $1.87, while cash used in operations improved sharply to $19 million from $178 million a year earlier due to lower working capital use.
The company agreed to acquire Jackson Supply Company, a Sunbelt HVAC distributor with annual sales of $230 million, expected to close in the second quarter of 2026. Watsco ended the quarter with $392.7 million in cash, $200 million in short-term cash investments and no debt, and increased its annual dividend by 10% to $13.20 per share. Digital initiatives continued to scale, with e-commerce sales of approximately $2.6 billion over the last 12 months, representing 36% of sales.
Watsco, Inc. has called its 2026 annual shareholder meeting for June 1, 2026 in Miami. Holders of Common stock will elect one director, while Class B holders will elect two directors, each to serve until the 2029 meeting. Shareholders will also cast an advisory vote on executive compensation and vote on ratifying Deloitte & Touche LLP as independent auditor for fiscal 2026.
The proxy explains Watsco’s dual-class structure, where Common shares carry one vote and Class B shares carry 10 votes on most matters, and outlines quorum and broker non-vote rules. It highlights an ownership-driven pay philosophy centered on restricted stock that typically vests only at or after retirement, tying named executive officer rewards to very long-term total shareholder return. The filing also describes board composition, committee structure, risk oversight, and Watsco’s ESG, diversity, and workforce initiatives.
Watsco Inc — The Vanguard Group filed Amendment No. 4 to a Schedule 13G/A reporting that it beneficially owns 0 shares (0%) of Watsco Inc common stock. The filing explains an internal realignment effective January 12, 2026 that led certain Vanguard subsidiaries to report holdings separately.
The filing lists Vanguard's address in Malvern, PA, states the CUSIP 942622200, and is signed by Ashley Grim on 03/27/2026. The filing notes that the subsidiaries pursue the same investment strategies and that Vanguard no longer is deemed to beneficially own the securities reported by those subsidiaries in reliance on SEC Release No. 34-39538.
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.
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.
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.
Watsco Inc. Chairman and CEO Albert H. Nahmad reported an other-type restructuring transaction involving 25 shares of common stock at $336.95 per share, held indirectly through the company’s Profit Sharing Retirement Plan and Trust, leaving 92 common shares indirectly held in that plan.
The filing also updates his Class B common stock positions, showing direct ownership of 160,385 shares and indirect holdings of 440,000; 902,006; 2,577,411; and 206,976 shares through limited partnerships and various trusts he effectively controls. The Class B shares are convertible into common stock on a one-for-one basis with no expiration date.