Albert H. Nahmad - Dec 31, 2023 Form 5 Insider Report for WATSCO INC (WSO; WSOB)

Role
Chairman and CEO, Director
Signature
/s/ Albert H. Nahmad
Stock symbol
WSO; WSOB
Transactions as of
Dec 31, 2023
Transactions value $
$0
Form type
5
Date filed
1/11/2024, 04:35 PM
Previous filing
Jun 7, 2023
Next filing
Jan 11, 2024
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
holding WSO; WSOB Common stock 30 Dec 31, 2023 See footnote F1

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
holding WSO; WSOB Class B Common stock 440K Dec 31, 2023 Class B Common stock 440K See footnote F2, F3
holding WSO; WSOB Class B Common stock 902K Dec 31, 2023 Class B Common stock 902K See footnote F2, F4
holding WSO; WSOB Class B Common stock 115K Dec 31, 2023 Class B Common stock 115K Direct F2, F5
holding WSO; WSOB Class B Common stock 2.52M Dec 31, 2023 Class B Common stock 2.52M See footnote F2, F6
holding WSO; WSOB Class B Common Stock 207K Dec 31, 2023 Class B Common Stock 207K See footnote F2, F7
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Ownership in Watsco, Inc. Profit Sharing Retirement Plan and Trust.
F2 The Class B Common Stock is convertible into Common Stock at any time on a one-for-one basis and has no expiration date.
F3 Reflects shares held by Albert Henry Capital L.P., a limited partnership over which Mr. Nahmad maintains effective control, which are subject to vesting restrictions.
F4 Reflects shares held by My Pal Al, L.P., a limited partnership over which Mr. Nahmad maintains effective control, which are subject to vesting restrictions.
F5 Reflects shares held by Mr. Nahmad, which are subject to vesting restrictions.
F6 Reflects 2,493,059 shares held by various trusts over which Mr. Nahmad maintains effective control and 31,236 shares held by custodial accounts for Mr. Nahmad's grandchildren, of which Mr. Nahmad is the custodian.
F7 Reflects shares owned by Colon Boy LP, a limited partnership, over which Mr. Nahmad maintains effective control.