| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| WATSCO INC | Director | Common stock | 21.9K | $9.99M | $456.08 | May 15, 2025 | Direct |
| NV5 Global, Inc. | Director | Common Stock | 0 | $0 | $18.43 | Aug 4, 2025 | Direct |
| WATSCO INC | Director | Stock Option (right to buy) | 0 | $0 | $175.07 | May 12, 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| NVEE | NV5 Global, Inc. | Aug 4, 2025 | 1 | $0 | 4 | Aug 6, 2025 | Director |
| WSO; WSOB | WATSCO INC | May 15, 2025 | 1 | $0 | 4 | May 16, 2025 | Director |
| WSO; WSOB | WATSCO INC | May 12, 2025 | 3 | -$787K | 4 | May 13, 2025 | Director |
| WSO; WSOB | WATSCO INC | Dec 31, 2024 | 0 | $0 | 5 | Jan 10, 2025 | Director |
| NVEE | NV5 Global, Inc. | Oct 8, 2024 | 1 | $0 | 4 | Oct 9, 2024 | Director |
| WSO; WSOB | WATSCO INC | Sep 3, 2024 | 1 | $0 | 4 | Sep 5, 2024 | Director |
| WSO; WSOB | WATSCO INC | Aug 5, 2024 | 1 | $0 | 4 | Aug 7, 2024 | Director |
| WSO; WSOB | WATSCO INC | May 6, 2024 | 3 | -$1.45M | 4 | May 8, 2024 | Director |
| WSO; WSOB | WATSCO INC | Feb 26, 2024 | 1 | $0 | 4 | Feb 28, 2024 | Director |
| WSO; WSOB | WATSCO INC | Dec 31, 2023 | 0 | $0 | 5 | Jan 11, 2024 | Director |
| NVEE | NV5 Global, Inc. | Aug 29, 2023 | 1 | $0 | 4 | Aug 31, 2023 | Director |
| WSO | WATSCO INC | Feb 27, 2023 | 4 | -$1.11M | 4 | Mar 6, 2023 | Director |
| WSO | WATSCO INC | Dec 31, 2022 | 0 | $0 | 5 | Jan 12, 2023 | Director |
| NVEE | NV5 Global, Inc. | Aug 1, 2022 | 1 | $0 | 4 | Aug 10, 2022 | Director |
| WSO | WATSCO INC | Dec 31, 2021 | 1 | $0 | 5 | Jan 13, 2022 | Director |
| NVEE | NV5 Global, Inc. | Sep 24, 2021 | 1 | $0 | 4 | Sep 28, 2021 | Director |
| NVEE | NV5 Global, Inc. | Aug 25, 2021 | 0 | $0 | 3 | Aug 27, 2021 | Director |
| WSO | WATSCO INC | Jun 1, 2021 | 3 | -$863K | 4 | Jun 3, 2021 | Director |