Watsco WSO Insider Ownership

NYSE WSO

$291.34 +5.02 (+1.75%)

As of: Oct 13, 2026 · 3:30 PM EDT

Insider Holdings by Owner

532.75K Shares

Insider Ownership Statistics

as of 30 Sep, 2026

Insider Ownership

12.61%

■0% pp QoQ

Shares Held by Insiders

4.81Mn

filed for Sep 2026

■0.00% QoQ

Shares Outstanding

38.16Mn

38,162,359 shares

Direct Holdings

680.17K

Indirect: 4.13Mn

Net Shares Traded (QoQ)

no net change in Sep 2026

Insiders Holding Shares

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

Updated Oct 5, 2026

Across the past 12 months, Watsco insiders reported no open-market purchases or sales.

Outside the open market, Watsco insiders acquired 1K shares through option exercises and conversions, gave up 707 shares to cover taxes or exercise prices and gave away 269 shares as gifts over the past 12 months.
According to Business Quant data, insiders at Watsco reported 4.81Mn shares in total in their latest Form 4 filings, or 12.61% of the 38.16Mn shares outstanding; that total is unchanged from 4.81Mn shares at the end of Q2 2026 and up 5.56% from 4.56Mn shares at the end of Q3 2025.
Direct holdings account for 680.16K shares (14.14%) of WSO's insider total, and indirect holdings through trusts, partnerships and family members for 4.13Mn shares (85.86%).
Holdings in Watsco stock are reported by 8 insiders, the officers, directors and 10% owners who have filed a Form 4 in the past two years.
Watsco's three largest insider shareholders, based on their latest Form 4 filings, are Albert H. Nahmad (Chairman and CEO, 4.29Mn shares), Aaron J. Nahmad (President, 306.52K shares) and Barry S. Logan (Executive Vice President, 144.84K shares).
Of the shares held by WSO insiders, 89.11% belong to Albert H. Nahmad.
Over the trailing 12 months, 6 insiders reported transactions in WSO stock across 7 Form 4 filings.
The insider holdings and trades above for Watsco reflect Form 4 filings through March 13, 2026.

Form 4 Holdings

Insiders Holding WSO

Insiders 9

Shares held 532.75K

Of outstanding 1.40%

#	Insider	Position	Direct	Indirect	Total	Share of Insiders	Last Filed
1	Aaron J Nahmad	President	305,993	526	306,519	57.5%	13 Mar, 2026
2	Albert H Nahmad	Chairman And Ceo	160,385	92	160,477	30.1%	13 Mar, 2026
3	Bob L Moss	Director	0	36,500	36,500	6.9%	03 Jun, 2022
4	Denise Dickins	Director	21,638	0	21,638	4.1%	09 Dec, 2025
5	John Michael Custer	Director	3,552	0	3,552	0.7%	12 Jun, 2025
6	Barry S Logan	Executive Vice President	0	1,802	1,802	0.3%	13 Mar, 2026
7	Ana M Menendez	Cfo / Treasurer	0	1,573	1,573	0.3%	13 Mar, 2026
8	Cesar L Alvarez	Director	400	0	400	0.1%	07 Mar, 2025
9	Ana Lopez-Blazquez	Director	293	0	293	0.1%	16 Dec, 2025

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

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	Barry S Logan	Executive Vice President	Acquired J	19	$336.95	$6.40K	1,802	Indirect
11 Mar, 2026	Ana M Menendez	Cfo / Treasurer	Acquired J	25	$336.95	$8.42K	1,573	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	Aaron J Nahmad	President	Acquired J	18	$473.89	$8.53K	501	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
05 Mar, 2025	Cesar L Alvarez	Director	Acquired M	679	$175.07	$118.87K	0	Direct

Showing 1 to 20 of 741 transactions