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WATSCO INC — Director's Dealing 2025
Jan 10, 2025
30382_dirs_2025-01-10_c3bd0705-79e1-4daf-a24f-8b0a78e9e925.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: 2024-12-31
Reporting Person: NAHMAD ALBERT H (N/A)
Holdings (Non-Derivative)
| Security | Shares | Ownership |
|---|---|---|
| Common stock | 49 | 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 (138788) | 138788 | Direct | |
| Class B Common stock | $ | Class B Common stock (2551845) | 2551845 | 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 a trust over which Mr. Nahmad controls, which are subject to vesting restrictions.
F6: Includes 13,390 and 14,160 shares acquired on July 31, 2024 and October 31, 2024, respectively, under the Watsco Inc. Dividend Reinvestment Plan.
F7: Reflects 2,520,435 shares held by various trusts over which Mr. Nahmad maintains effective control, and 31,410 shares held by custodial accounts for Mr. Nahmad's grandchildren, of which Mr. Nahmad is the custodian.
F8: Reflects shares owned by Colon Boy LP, a limited partnership, over which Mr. Nahmad maintains effective control.