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See how Context works →On the price, the facts of the public record●Results filed
With an account, also○dividends▲splits◌next earningswith an account
End-of-day prices provided by Twelve Data · One close per session; the series does not update during the trading day.
Latest on record
The most recent facts, as filed.
Up to three of the most recent, checkable facts already loaded on this page, each linked to its source.
- Oct 14, 2026Material event · 8-KFiled by the company itself.Open the filing ↗
- Oct 14, 2026Material event · 8-KFiled by the company itself.Open the filing ↗
- Sep 17, 2026Material event · 8-KFiled by the company itself.Open the filing ↗
In numbers
What this profile holds, counted.
Closes · 1 year250
SEC filings on record1,20713 flagged findings
Reported transactions (Form 4)58since Feb 27, 2023 · and 40 other holdings
Corporate events (8-K)30since Feb 27, 2017
What the record says
Description, identity and filings, each with its source.
Every block cites its source. The colour of a finding marks its category — which document, who filed it — not how much it matters.
What the company does
Watsco, Inc. is a distributor of air conditioning, heating and refrigeration equipment, and related parts and supplies (HVAC/R) in the United States. Watsco was founded more than 60 years ago as a manufacturer of parts, components, and tools used in the HVAC/R industry. In 1989, the company shifted from manufacturing to distribution, by acquiring Gemaire Distributors Inc., a South Florida-based Rheem distributor.
Source: Wikipedia (CC BY-SA 4.0) · copied on Sep 3, 2026 · may not reflect recent changes.
Identity
Share class: Common stock.
Regulatory history
Topics detected in its SEC reports, with the original excerpt.
Each topic is assigned by a classifier over the full filing; the excerpts show where it was detected and are not always enough to verify it. Open the filing to read it in full.
- 2026-06-04share offering or dilution eventrecentOpen filing ↗“…or reallowed or paid to dealers; and • any securities exchange or market on which the securities offered in the prospectus…”
- 2026-05-08share offering or dilution eventrecentOpen filing ↗“…of common stock. The DRIP has been registered under the Securities Act of 1933, as amended (the “Securities Act”), pursuant to our…”
+1 more passage from the same document
- “…was no outstanding balance under the revolving credit agreement. The revolving credit agreement contains customary affirmative…”
- 2026-05-08capital return (buybacks/dividends)recentOpen filing ↗“…paid on such shareholders’ shares of common stock. The DRIP has been registered under the Securities Act pursuant to our…”
+1 more passage from the same document
- “…on such shareholders’ shares of common stock. The DRIP has been registered under the Securities Act pursuant to our automatically…”
Original excerpts from SEC filings, untranslated. Not advice and not a prediction.
The 25 most recent filings (of 1,207)
Every SEC filing, newest first, with what it is. Below, each type with its own explanation.
- Oct 14, 268-K/A ↗Current report · Sold unregistered shares · amendment new
- Oct 14, 268-K ↗Current report · Financial statements and exhibits new
- Oct 14, 26424B7 ↗Securities offering new
- Sep 17, 268-K ↗Current report · Sold unregistered shares
- Aug 7, 2610-Q ↗Quarterly report
- Jul 29, 268-K ↗Current report · Results · Communication to the market
- Jun 4, 268-K/A ↗Current report · Sold unregistered shares · amendment
- Jun 4, 268-K ↗Current report · Financial statements and exhibits
- Jun 4, 26424B7 ↗Securities offering
- Jun 3, 268-K ↗Current report · Shareholder vote results
- May 14, 26SCHEDULE 13G/A ↗Passive stake · Capital International Investors · 10.1% · event on Mar 31, 26 · amendment
- May 14, 26SCHEDULE 13G ↗Passive stake · Capital Research Global Investors · 5.4% · event on Mar 31, 26
- May 8, 2610-Q ↗Quarterly report
- Apr 30, 26SCHEDULE 13G ↗Passive stake · Vanguard Capital Management · 5.2% · event on Mar 31, 26
- Apr 29, 26SCHEDULE 13G ↗Passive stake · Vanguard Portfolio Management · 5.0% · event on Mar 31, 26
- Apr 29, 268-K ↗Current report · Sold unregistered shares
- Apr 28, 268-K ↗Current report · Results · Communication to the market
- Apr 24, 26DEF 14A ↗Shareholder meeting and votes
- Mar 27, 26SCHEDULE 13G/A ↗Passive stake · amendment
1,207 filings on record, the oldest from Feb 14, 94.
Listing the 25 most recent filings of the 1,207 on record.
14924
4 sales of unregistered shares2026show all 4hide
- Oct 14, 26Sold unregistered shares8-K/A 3.02 ↗
- Sep 17, 26Sold unregistered shares8-K 3.02 ↗
- Jun 4, 26Sold unregistered shares8-K/A 3.02 ↗
- Apr 29, 26Sold unregistered shares8-K 3.02 ↗
- Nov 15, 24A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Feb 21, 24A senior executive left or was appointed8-K 5.02 ↗
- Sep 5, 23Sold unregistered shares+2 more in the same filing8-K 3.02 ↗
- May 10, 23Auditor change filing (8-K Item 4.01)8-K 4.01 ↗
- Apr 24, 23Auditor change filing (8-K Item 4.01)+1 more in the same filing8-K 4.01 ↗
- Mar 22, 23A debt obligation was accelerated+4 more in the same filing8-K 2.04 ↗
- Mar 18, 22A senior executive left or was appointed8-K 5.02 ↗
- Oct 12, 21A senior executive left or was appointed8-K 5.02 ↗
- Aug 6, 21Entered a material agreement+1 more in the same filing8-K 1.01 ↗
- Jul 29, 20A senior executive left or was appointed8-K 5.02 ↗
- Apr 16, 20Took on a new financial obligation+2 more in the same filing8-K 2.03 ↗
9 older filings not shown · The record reaches back to Dec 16, 04.
Corporate events are tracked from 2004-08-23, when the SEC renumbered 8-K items. Earlier filings use an incompatible numbering and are not classified here.
Schedule 13G: short-form filing
The short form, for holders who meet specific requirements: institutional investors, passive investors without a control purpose, or exempt investors. Asset managers and index funds usually file it.
- Capital International Investors10.1%Mar 31, 26SCHEDULE 13G/A ↗3 earlier filings
- FMR LLC5.6%Dec 31, 25SCHEDULE 13G/A ↗2 co-filers on this document — the figure is the largest single stake, not their sum. · 1 earlier filing
- Capital Research Global Investors5.4%Mar 31, 26SCHEDULE 13G ↗
- Vanguard Capital Management5.2%Mar 31, 26SCHEDULE 13G ↗
- Vanguard Portfolio Management5.0%Mar 31, 26SCHEDULE 13G ↗
Structured 13D/G data starts 2023-12, when the SEC moved these filings to a machine-readable format. Earlier filings exist but are not parsed here.
- Jun 10, 25Sell$986KJohn Michael Custer↗
- Mar 5, 25Sell$339KCESAR L ALVAREZ↗
- Mar 5, 25Sell$711KCESAR L ALVAREZ↗
- Dec 18, 24Sell$5.6MBARRY S LOGANExecutive Vice President↗
- May 10, 24Sell$367KBARRY S LOGANExecutive Vice President↗
- May 9, 24Sell$469KJohn Alexander Macdonald↗
- May 9, 24Sell$465KJohn Alexander Macdonald↗
- May 9, 24Sell$1.2MJohn Alexander Macdonald↗
- May 9, 24Sell$302KJohn Alexander Macdonald↗
- May 9, 24Sell$2KJohn Alexander Macdonald↗
Stock compensation, tax and giftsshow the 30 other transactionshide
Stock compensation, tax withholding, option exercises and gifts. They are listed separately and are not included in the purchase and sale totals. The type describes the transaction, not the filer's intent.
- Oct 9, 26Compensation$4.5MAaron J NahmadPresident↗
- Oct 9, 26Compensation$1.0MBARRY S LOGANExecutive Vice President↗
- Mar 11, 26Other$8KANA M MENENDEZCFO / Treasurer↗
- Mar 11, 26Other$6KBARRY S LOGANExecutive Vice President↗
- Mar 11, 26Other$8KAaron J NahmadPresident↗
- Mar 11, 26Other$8KALBERT H NAHMADChairman and CEO↗
- Dec 12, 25Compensation$251KAna Lopez-Blazquez↗
- Dec 12, 25Tax$251KAna Lopez-Blazquez↗
- Dec 5, 25Giftamount n/aDenise Dickins↗
- May 15, 25Giftamount n/aDenise Dickins↗
- May 12, 25Compensation$788KDenise Dickins↗
- May 12, 25Tax$787KDenise Dickins↗
- Mar 13, 25Other$9KAaron J NahmadPresident↗
- Mar 13, 25Other$9KALBERT H NAHMADChairman and CEO↗
- Mar 13, 25Other$9KANA M MENENDEZCFO / Treasurer↗
- Mar 13, 25Other$6KBARRY S LOGANExecutive Vice President↗
- Mar 5, 25Compensation$119KCESAR L ALVAREZ↗
- Mar 5, 25Compensation$249KCESAR L ALVAREZ↗
- Mar 5, 25Compensation$70KCESAR L ALVAREZ↗
- Dec 14, 24Tax$36.6MBARRY S LOGANExecutive Vice President↗
- Sep 3, 24Giftamount n/aDenise Dickins↗
- Aug 5, 24Giftamount n/aDenise Dickins↗
- Jun 6, 24Compensation$434KJohn Michael Custer↗
- May 9, 24Compensation$166KJohn Alexander Macdonald↗
- May 9, 24Compensation$868KJohn Alexander Macdonald↗
- May 6, 24Compensation$1.4MDenise Dickins↗
- May 6, 24Tax$1.4MDenise Dickins↗
- Mar 11, 24Other$8KALBERT H NAHMADChairman and CEO↗
- Mar 11, 24Other$8KAaron J NahmadPresident↗
- Mar 11, 24Other$8KBARRY S LOGANExecutive Vice President↗
The full record holds 62 transactions and goes back to Dec 31, 22.
Its sector and its market
Watsco Inc. among Industrials companies
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- End-of-day closes provided by Twelve Data. One close per session; not real time. Closes adjusted for splits.
- Series quality
- 250 clean closes in the period.
- SEC records
- 1,207 documents on file, from Feb 14, 1994 to Oct 14, 2026.
- Company description
- Wikipedia, read on Sep 3, 2026.
- This page
- Generated on Oct 19, 2026; refreshed through the day.
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Which SEC documents appear here?
Those filed with the SEC by the company, its insiders and its major shareholders, within our coverage: periodic reports (10-K, 10-Q, 20-F), material events (8-K), proposed sale notices (Form 144), insider transactions (Form 4) and stakes above 5% (13D/13G). Each links to the original on EDGAR.
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