Through the 90-day period concluding February 19, 2026, Watsco's top three insider stakeholders include Executive Vice President Barry S Logan (31.78K shares), Director Denise Dickins (21.64K shares), Director John Michael Custer (3.55K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Barry S Logan | Executive Vice President | 31,783 | 18 Dec, 2024 |
| Denise Dickins | 21,638 | 09 Dec, 2025 | |
| John Michael Custer | 3,552 | 12 Jun, 2025 | |
| Ana M Menendez | Cfo / Treasurer | 1,548 | 17 Mar, 2025 |
| Bob L Moss | 1,000 | 03 Jun, 2022 | |
| Steven Rubin | 608 | 09 Nov, 2021 | |
| Aaron J Nahmad | President | 501 | 17 Mar, 2025 |
| Cesar L Alvarez | 400 | 07 Mar, 2025 | |
| Ana Lopez-Blazquez | 293 | 16 Dec, 2025 | |
| Albert H Nahmad | Chairman And Ceo | 67 | 17 Mar, 2025 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 12 Dec, 2025 | Ana Lopez-Blazquez | Common stock | A | 1,000 | $250.84 | 0 | D | M |
| 12 Dec, 2025 | Ana Lopez-Blazquez | Common stock | D | 707 | $354.61 | 293 | D | F |
| 05 Dec, 2025 | Denise Dickins | Common stock | D | 269 | $0.00 | 21,638 | D | G |
| 10 Jun, 2025 | John Michael Custer | Common stock | D | 2,200 | $448.27 | 3,552 | D | S |
| 10 Jun, 2025 | John Michael Custer | - | - | 3,552 | D | |||
| 15 May, 2025 | Denise Dickins | Common stock | D | 191 | $0.00 | 21,907 | D | G |
| 12 May, 2025 | Denise Dickins | Common stock | D | 1,624 | $484.84 | 0 | D | F |
| 12 May, 2025 | Denise Dickins | Common stock | A | 4,500 | $175.07 | 19,222 | D | M |
| 13 Mar, 2025 | Albert H Nahmad | Common stock | A | 18 | $473.89 | 67 | I | J |
| 13 Mar, 2025 | Ana M Menendez | Common stock | A | 18 | $473.89 | 1,548 | I | J |
| 13 Mar, 2025 | Ana M Menendez | - | - | 1,548 | I | |||
| 13 Mar, 2025 | Barry S Logan | Common stock | A | 13 | $473.89 | 1,783 | I | J |
| 13 Mar, 2025 | Aaron J Nahmad | Common stock | A | 18 | $473.89 | 501 | I | J |
| 05 Mar, 2025 | Cesar L Alvarez | - | - | 0 | D | |||
| 05 Mar, 2025 | Cesar L Alvarez | Common stock | A | 400 | $175.07 | 400 | D | M |
| 05 Mar, 2025 | Cesar L Alvarez | - | - | 400 | D | |||
| 05 Mar, 2025 | Cesar L Alvarez | - | - | 0 | D | |||
| 05 Mar, 2025 | Cesar L Alvarez | Common stock | A | 679 | $175.07 | 0 | D | M |
| 05 Mar, 2025 | Cesar L Alvarez | - | - | 0 | D | |||
| 05 Mar, 2025 | Cesar L Alvarez | Common stock | D | 679 | $498.92 | 0 | D | S |