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WATSCO INC — Director's Dealing 2008
Oct 24, 2008
30382_dirs_2008-10-24_2bc2c462-3500-439a-9e67-c33de0c32f2a.zip
Director's Dealing
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SEC Form 4 — Statement of Changes in Beneficial Ownership
Issuer: WATSCO INC (WSO; WSOB)
CIK: 0000105016
Period of Report: 2008-10-23
Reporting Person: MENENDEZ ANA M (CFO / Treasurer)
Non-Derivative Transactions
| Date | Security | Code | Shares | Price | A/D | Holdings After | Ownership |
|---|---|---|---|---|---|---|---|
| 2008-10-23 | Common Stock | M | 15000 | $18.0625 | Acquired | 0 | Direct |
| 2008-10-23 | Common Stock | F | 1800 | $35.65 | Disposed | 0 | Direct |
| 2008-10-23 | Common Stock | F | 100 | $35.62 | Disposed | 0 | Direct |
| 2008-10-23 | Common Stock | F | 200 | $35.54 | Disposed | 0 | Direct |
| 2008-10-23 | Common Stock | F | 600 | $35.53 | Disposed | 0 | Direct |
| 2008-10-23 | Common Stock | F | 2300 | $35.50 | Disposed | 0 | Direct |
| 2008-10-23 | Common Stock | F | 4800 | $35.45 | Disposed | 0 | Direct |
| 2008-10-23 | Common Stock | F | 100 | $35.44 | Disposed | 0 | Direct |
| 2008-10-23 | Common Stock | F | 100 | $35.42 | Disposed | 5000 | Direct |
Derivative Transactions
| Date | Security | Exercise Price | Code | Shares | A/D | Expiration | Underlying | Ownership |
|---|---|---|---|---|---|---|---|---|
| 2008-10-23 | Stock Option (right to buy) | $18.0625 | M | 15000 | Disposed | 2008-11-03 | Common Stock (15000) | Direct |
Holdings (Non-Derivative)
| Security | Shares | Ownership |
|---|---|---|
| Common Stock | 40000 | Direct |
| Common Stock | 957 | Indirect |
Holdings (Derivative)
| Security | Exercise Price | Expiration | Underlying | Shares | Ownership |
|---|---|---|---|---|---|
| Stock Option (right to buy) | $10 | 2009-12-08 | Common Stock (10000) | 10000 | Direct |
| Stock Option (right to buy) | $9.63 | 2010-11-03 | Common Stock (15000) | 15000 | Direct |
| Stock Option (right to buy) | $12.95 | 2011-11-03 | Common Stock (15000) | 15000 | Direct |
| Stock Option (right to buy) | $21.95 | 2013-11-03 | Common Stock (15000) | 15000 | Direct |
Footnotes
F1: Ownership in Watsco, Inc. Profit Sharing Retirement Plan and Trust
F2: Award of stock pursuant to Watsco, Inc. Restricted Stock Agreement
F3: The option vested 20% on November 3, 1999, November 3, 2000, November 3, 2001, November 3, 2002 and November 3, 2003, respectively
F4: The option vested 20% on December 8, 2000, December 8, 2001, December 8, 2002, December 8, 2003 and December 8, 2004, respectively
F5: The option vested 20% on November 3, 2001, November 3, 2002, November 3, 2003, November 3, 2004 and November 3, 2005, respectively
F6: The option vested 20% on November 3, 2002, November 3, 2003, November 3, 2004, November 3, 2005 and November 3, 2006, respectively
F7: The option vested 20% on November 3, 2004, November 3, 2005, November 3, 2006, November 3, 2007 and November 3, 2008, respectively