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WATSCO INC — Director's Dealing 2011
Oct 12, 2011
30382_dirs_2011-10-12_2edd93d4-768d-4d1f-bbc7-3df951fc125f.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: 2011-10-07
Reporting Person: NAHMAD ALBERT H (Director, Chairman and CEO)
Non-Derivative Transactions
| Date | Security | Code | Shares | Price | A/D | Holdings After | Ownership |
|---|---|---|---|---|---|---|---|
| 2011-10-07 | Class B Common Stock | J | 250764 | $56.95 | Acquired | 561564 | Direct |
| 2011-10-07 | Class B Common Stock | J | 312542 | $56.95 | Disposed | 498845 | Indirect |
Holdings (Non-Derivative)
| Security | Shares | Ownership |
|---|---|---|
| Class B Common Stock | 0 | Indirect |
| Common Stock | 1176 | Indirect |
| Class B Common Stock | 1637498 | Direct |
| Class B Common Stock | 1330000 | Indirect |
Footnotes
F1: Ownership in Watsco, Inc. Profit Sharing Retirement Plan and Trust
F2: Award of stock pursuant to Watsco, Inc. Restricted Stock Agreements, of which 1,415,622 shares are in the name of Albert Henry Captial LP, a limited partnership over which Mr. Nahmad maintains effective control.
F3: Reflects shares held by various trusts over which Mr. Nahmad maintains effective control.
F4: Reflects shares owned by Albert Capital LP, a limited partnership. The sole general partner of Albert Capital LP is a limited liability company, over which Mr. Nahmad maintains effective control.
F5: Reflects 312,542 shares previously owned by a grantor retained annuity trust. Such shares were distributed as follows: 250,764 shares to Mr. Nahmad and 61,778 to a trust for the benefit of his children.