WSO.B Insider Trading

Watsco, Inc. (WSO.B) operates in the Industrials sector, specifically the Industrial - Distribution industry, with a market capitalization near $12.38B, listed on NYSE, employing roughly 7,050 people, carrying a beta of 1.08 to the broader market. Watsco, Inc. Led by Albert H. Nahmad, public since 1980-03-17.

In the last 12 months, Watsco, Inc. insiders made 0 buy transactions and 0 sale transactions.

DateNameTypeSharesPriceValue
Oct 13, 2026LOGAN BARRY SA-Award3,573$279.90$1.0M
Oct 13, 2026Nahmad Aaron JA-Award16,078$279.90$4.5M
Mar 13, 2026MENENDEZ ANA MJ-Other25$336.95$8.4K
Mar 13, 2026LOGAN BARRY SJ-Other19$336.95$6.4K
Mar 13, 2026Nahmad Aaron JJ-Other25$336.95$8.4K
Mar 13, 2026NAHMAD ALBERT HJ-Other25$336.95$8.4K
Jan 16, 2026Tapella Gary L0$0.00$0
Jan 16, 2026MENENDEZ ANA M0$0.00$0
Jan 16, 2026MENENDEZ ANA M0$0.00$0
Jan 16, 2026MENENDEZ ANA M0$0.00$0

WSO.B Insider Activity by Quarter

Reported Form 4 and Form 5 lines under WSO.B's own SEC company ID, by transaction date, back to Q4 2024. Purchases and sales are code P / S (open market or private) in the company's shares; other lines are purchases and sales of other securities (options, warrants, preferred), awards, exercises, tax withholding, gifts and other acquisitions and dispositions. Later filings and amendments can change the current quarter. Earlier quarters are not shown: the filings read reach back to Jun 7, 2017, and a quarter counts only when every filing for it was read.

QuarterPurchasesBoughtSalesSoldOther Lines
Q4 2026 (so far)0N/A0N/A2
Q3 20260N/A0N/A0
Q2 20260N/A0N/A0
Q1 20260N/A0N/A5
Q4 20250N/A0N/A4
Q3 20250N/A0N/A1
Q2 20250N/A1$986.2K4
Q1 20250N/A2$1.0M14
Q4 20240N/A1$5.6M1

WSO.B Institutional Ownership (13F)

As of Jun 30, 2026 (Q2 2026), 12 institutions reported holding 25,680 WSO.B shares, valued at $9.4M as reported, 0.1% of its market cap (market cap of Jun 26, 2026). That is +0 institutions from the quarter before. Among managers whose reports for both quarters are comparable, 2 opened a position, 2 closed one, 0 added and 3 trimmed.

Top Holders, Q2 2026

ManagerSharesValueChange
DIMENSIONAL FUND ADVISORS LP10,265$3.6MUnchanged
GABELLI FUNDS LLC7,800$2.7MUnchanged
FAS Wealth Partners, Inc.2,163$893.6KUnchanged
GOLDMAN SACHS GROUP INC1,354$559.4K-14
DF DENT & CO INC1,245$514.4KUnchanged
Modern Wealth Management, LLC868$358.6KNew
MORGAN STANLEY589$243.5KUnchanged
Beacon Pointe Advisors, LLC553$228.4KNew
Crews Bank & Trust500$206.6K-150
UMB Bank, n.a.332$116.2KUnchanged

By Quarter

QuarterInstitutionsSharesValue
Q2 20261225,680$9.4M
Q1 20261227,831$10.2M
Q4 2025923,869$8.1M
Q3 20251226,533$10.7M
Q2 20251225,446$11.1M
Q1 20251023,789$12.1M
Q4 20241325,134$13.1M
Q3 20241023,980$11.8M
Q2 2024924,727$11.3M

From the SEC's Form 13F data sets: investment managers with $100 million or more in Section 13(f) securities report their holdings each quarter, up to 45 days after it ends; a restated filing replaces the original, and values are as the managers reported them (a position whose price runs about 1,000 times below other managers', from a manager whose positions mostly do, is read as reported in thousands of dollars). The same shares can be reported by more than one manager, so totals can count some twice.

How to Read WSO.B Insider Activity

Net insider activity is balanced over the trailing twelve months: 0 buys against 0 sales. Balanced activity typically reflects routine compensation-related vesting and tax-driven liquidity rather than directional information signals. The transaction table above includes the filer's reporting name, transaction type, share count, per-share price, and total dollar value where computable. For options traders, insider activity is one input to event-driven sizing alongside earnings calendar, analyst-rating cluster moves, and the implied-vol surface. Form 4 filings (the dominant Section 16 reporting form) must be submitted within two business days of the transaction; clusters of buys across multiple insiders within a short window are the strongest informational pattern. SEC EDGAR carries the underlying source filings for verification and additional historical depth.

Learn how insider trading is reported and how to read the data →

Frequently asked WSO.B insider trading questions

How active are WSO.B insiders right now?
Over the trailing twelve months, Watsco, Inc. (WSO.B) insiders made 0 buy transactions and 0 sale transactions. Net insider activity over the trailing twelve months is balanced (0 buys, 0 sales). The transaction list above shows the most recent filings; each entry includes the insider's name, transaction type, share count, and per-share price.
What counts as an insider transaction?
Section 16 of the Securities Exchange Act requires officers, directors, and 10% beneficial-owner shareholders to disclose changes in their holdings via Form 3 (initial statement), Form 4 (subsequent transactions, filed within two business days), and Form 5 (annual catch-up). Insider transactions cover open-market purchases and sales, exercise of stock options, gifts, and grants. The "transaction type" field on each row distinguishes these subcategories.
Are WSO.B insider buys a bullish signal?
Insider purchases (Type P, made on the open market or privately; the code covers both) carry more informational weight than insider sales: an insider must commit personal capital, and the SEC scrutinizes purchases under Rule 10b5-1 for material non-public information. Sales, by contrast, are often driven by liquidity, tax planning, or pre-scheduled 10b5-1 trading plans rather than negative information. Cluster buying (multiple insiders buying within a short window) is a stronger signal than isolated buys.
How do WSO.B insider transactions affect options pricing?
Insider transaction data does not directly drive implied volatility, but Form 4 disclosures can move single-name IV if the size or timing is unusual (e.g. a large CEO buy ahead of an earnings window). Options markets price the marginal informational content; routine transactions under pre-scheduled plans are typically ignored. For event-driven options sizing, pair the insider transaction history with the upcoming earnings calendar.