LOGAN BARRY S 4
4 · WATSCO INC · Filed Mar 13, 2026
Research Summary
AI-generated summary of this filing
Watsco (WSO) EVP Barry S. Logan Buys 19 Shares
What Happened
Barry S. Logan, Executive Vice President and Director of Watsco, Inc. (WSO), reported an acquisition of 19 shares on March 11, 2026. The shares were acquired at $336.95 per share for a total cost of approximately $6,402. The Form 4 lists the transaction as an "other acquisition or disposition" (code J), and the filing was submitted on March 13, 2026.
Key Details
- Transaction date and price: 2026-03-11 at $336.95 per share (total ≈ $6,402).
- Transaction type: Acquisition (reported as code J — "Other acquisition or disposition").
- Shares owned after transaction: 70,019 shares directly held and 43,037 shares subject to vesting restrictions (per footnote F3).
- Footnotes of note: F1 indicates holdings in the Watsco Profit Sharing Retirement Plan and Trust; F2 notes Class B Common Stock is convertible one-for-one into Common Stock with no expiration.
- Filing timeliness: Report filed March 13, 2026 for a March 11 transaction (filed within the typical two-business-day window).
Context
This was a small open-market style purchase (~$6.4k), which is generally more informative than a sale because it shows an insider adding to their stake. Footnotes indicate additional holdings and convertible Class B shares; these are disclosure details rather than explanations of motive.
Insider Transaction Report
- Other
Common stock
[F1]2026-03-11$336.95/sh+19$6,402→ 1,802 total(indirect: See footnote)
- 30,000
Common Stock
- 113,037
Class B Common stock
[F2][F3]→ Class B Common stock (113,037 underlying)
Footnotes (3)
- [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 70,000 shares directly held and 43,037 shares that remain subject to vesting restrictions.