Watsco WSO Insider Ownership

NYSE WSO
$308.92 -6.06 (-1.92%)
At close: Sep 2, 2026 · 4:00 PM EDT

Insider Holdings by Owner

66.98K Shares

Insider Ownership Statistics

as of 30 Sep, 2026
Insider Ownership
share count not reported for this filer set
Shares Held by Insiders
400
filed for Sep 2026
0.00% QoQ
Shares Outstanding
not reported
Direct Holdings
400
Indirect: 0
Net Shares Traded (QoQ)
0
no net change in Sep 2026
Insiders Holding Shares
10
with Form 4 holdings on file

Shares Owned by Insiders

Shares held % of outstanding
Latest
Average ownership
Peak ownership

Shares Purchased/Sold by Insiders

Bought Sold
Latest quarter
Net over range
Buying quarters

Insider Ownership Summary

Quarter ending 30 Sep, 2026

As of August 29, 2026, Watsco's top three insider holders are Bob L Moss (Director, 36.50K shares), Denise Dickins (Director, 21.64K shares), John Michael Custer (Director, 3.55K shares).

Form 4 Holdings

Insiders Holding WSO

Insiders 10
Shares held 66.98K
Of outstanding
# Insider Position Direct Indirect Total Share of Insiders Last Filed
1 Bob L Moss Director 0 36,500 36,500 54.5% 03 Jun, 2022
2 Denise Dickins Director 21,638 0 21,638 32.3% 09 Dec, 2025
3 John Michael Custer Director 3,552 0 3,552 5.3% 12 Jun, 2025
4 Barry S Logan Executive Vice President 0 1,802 1,802 2.7% 13 Mar, 2026
5 Ana M Menendez Cfo / Treasurer 0 1,573 1,573 2.3% 13 Mar, 2026
6 Steven Rubin Director 608 0 608 0.9% 09 Nov, 2021
7 Aaron J Nahmad President 0 526 526 0.8% 13 Mar, 2026
8 Cesar L Alvarez Director 400 0 400 0.6% 07 Mar, 2025
9 Ana Lopez-Blazquez Director 293 0 293 0.4% 16 Dec, 2025
10 Albert H Nahmad Chairman And Ceo 0 92 92 0.1% 13 Mar, 2026

Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.

Form 4 Filings

741 Insider Transactions

Source SEC Form 4
Latest quarter Sep 2026
Download Data
Date Insider Position Transaction Shares Price Value Shares Held After Ownership
11 Mar, 2026 Albert H Nahmad Chairman And Ceo Acquired J 25 $336.95 $8.42K 92 Indirect
11 Mar, 2026 Ana M Menendez Cfo / Treasurer Acquired J 25 $336.95 $8.42K 1,573 Indirect
11 Mar, 2026 Barry S Logan Executive Vice President Acquired J 19 $336.95 $6.40K 1,802 Indirect
11 Mar, 2026 Aaron J Nahmad President Acquired J 25 $336.95 $8.42K 526 Indirect
07 Jan, 2026 Aaron J Nahmad President Acquired A 13,955 $338.85 $4.73Mn 305,993 Direct
12 Dec, 2025 Ana Lopez-Blazquez Director Acquired M 1,000 $250.84 $250.84K 0 Direct
12 Dec, 2025 Ana Lopez-Blazquez Director Disposed F 707 $354.61 $250.71K 293 Direct
12 Dec, 2025 Ana Lopez-Blazquez Director Disposed M 1,000 $250.84 $250.84K 0 Direct
05 Dec, 2025 Denise Dickins Director Disposed G 269 $0.00 $0 21,638 Direct
24 Jul, 2025 Gary L Tapella Director Acquired A 1,000 $484.69 $484.69K 1,000 Direct
10 Jun, 2025 John Michael Custer Director Disposed S 2,200 $448.27 $986.19K 3,552 Direct
15 May, 2025 Denise Dickins Director Disposed G 191 $0.00 $0 21,907 Direct
12 May, 2025 Denise Dickins Director Acquired M 4,500 $175.07 $787.82K 0 Direct
12 May, 2025 Denise Dickins Director Disposed F 1,624 $484.84 $787.38K 2,876 Direct
12 May, 2025 Denise Dickins Director Disposed M 4,500 $175.07 $787.82K 0 Direct
13 Mar, 2025 Ana M Menendez Cfo / Treasurer Acquired J 18 $473.89 $8.53K 1,548 Indirect
13 Mar, 2025 Barry S Logan Executive Vice President Acquired J 13 $473.89 $6.16K 1,783 Indirect
13 Mar, 2025 Albert H Nahmad Chairman And Ceo Acquired J 18 $473.89 $8.53K 67 Indirect
13 Mar, 2025 Aaron J Nahmad President Acquired J 18 $473.89 $8.53K 501 Indirect
05 Mar, 2025 Cesar L Alvarez Director Acquired M 679 $175.07 $118.87K 0 Direct