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WATSCO INC — Director's Dealing 2024
Jan 11, 2024
30382_dirs_2024-01-11_f51e0e90-8591-4e86-98ed-2dfc2b81d001.zip
Director's Dealing
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SEC Form 5 — Annual Statement of Changes in Beneficial Ownership
Issuer: WATSCO INC (WSO; WSOB)
CIK: 0000105016
Period of Report: 2023-12-31
Reporting Person: NAHMAD ALBERT H (Director, Chairman and CEO)
Holdings (Non-Derivative)
| Security | Shares | Ownership |
|---|---|---|
| Common stock | 30 | Indirect |
Holdings (Derivative)
| Security | Exercise Price | Expiration | Underlying | Shares | Ownership |
|---|---|---|---|---|---|
| Class B Common stock | $ | Class B Common stock (440000) | 440000 | Indirect | |
| Class B Common stock | $ | Class B Common stock (902006) | 902006 | Indirect | |
| Class B Common stock | $ | Class B Common stock (115103) | 115103 | Direct | |
| Class B Common stock | $ | Class B Common stock (2524295) | 2524295 | Indirect | |
| Class B Common Stock | $ | Class B Common Stock (206976) | 206976 | Indirect |
Footnotes
F1: Ownership in Watsco, Inc. Profit Sharing Retirement Plan and Trust.
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.
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.
F4: Reflects shares held by My Pal Al, L.P., a limited partnership over which Mr. Nahmad maintains effective control, which are subject to vesting restrictions.
F5: Reflects shares held by Mr. Nahmad, which are subject to vesting restrictions.
F6: Reflects 2,493,059 shares held by various trusts over which Mr. Nahmad maintains effective control and 31,236 shares held by custodial accounts for Mr. Nahmad's grandchildren, of which Mr. Nahmad is the custodian.
F7: Reflects shares owned by Colon Boy LP, a limited partnership, over which Mr. Nahmad maintains effective control.