Watsco, Inc. (WSO) has 20 known insider and institutional holders on record. The largest holder is UNITED TECHNOLOGIES CORP /DE/ with 1,250,000 shares. Other notable holders include Dickins Denise and JOSEPH FREDERICK H.
Over the last 12 months, insiders have made 20 transactions in WSO stock — 6 buys (valued at $516.36K) and 1 sells (valued at $986.19K). Insider buying has outpaced selling during this period, which may signal confidence in the company's prospects.
WSO Insider Ownership
Top Holder
UNITED TECHNOLOGIES CORP /DE/
1,250,000 shares
Buys (12 mo)
6
$516.36K value
Sells (12 mo)
1
$986.19K value
12-Month Transaction Activity
Top Insider Holders
| # |
Name |
Role |
Shares Owned |
Last Filed |
Relative Size |
| 1 |
United Technologies Corp /de/ |
10 Percent Owner |
1,250,000 |
2012-04-30 |
|
| 2 |
Dickins Denise |
Director |
21,638 |
2026-01-16 |
|
| 3 |
Joseph Frederick H |
Director |
10,000 |
2009-02-10 |
|
| 4 |
Sape George |
Director |
7,471 |
2021-01-15 |
|
| 5 |
Manley Paul F |
Director |
6,248 |
2016-01-12 |
|
| 6 |
Darnell David C. |
Director |
5,754 |
2018-01-10 |
|
| 7 |
Epstein Jason |
Director |
5,000 |
2018-06-06 |
|
| 8 |
Keeley Brian E. |
Director |
4,293 |
2022-01-13 |
|
| 9 |
Watsco Inc |
Director |
4,000 |
2018-06-06 |
|
| 10 |
Schimel Valerie |
Director |
4,000 |
2022-06-08 |
|
| 11 |
Custer John Michael |
Director |
3,552 |
2026-01-16 |
|
| 12 |
Rubin Steven |
Director |
2,693 |
2024-01-11 |
|
| 13 |
Fedrizzi Steven R |
Director |
2,210 |
2017-01-20 |
|
| 14 |
Macdonald John Alexander |
Director |
2,000 |
2024-01-11 |
|
| 15 |
Logan Barry S |
Executive Vice President |
1,802 |
2026-03-13 |
|
| 16 |
Tapella Gary L |
Director |
1,648 |
2026-01-16 |
|
| 17 |
Menendez Ana M |
CFO / Treasurer |
1,573 |
2026-03-13 |
|
| 18 |
Moss Bob L |
Director |
1,000 |
2023-01-12 |
|
| 19 |
Berner Robert L Iii |
Director |
1,000 |
2011-01-18 |
|
| 20 |
Rush Stephen F. |
EVP and COO |
852 |
2020-03-11 |
|
Recent Transactions (last 12 months)
| Date |
Name |
Role |
Type |
Shares |
Price |
Value |
| 2026-03-11 |
Nahmad Aaron J |
President |
Other (Buy) |
25 |
$336.95 |
$8.42K |
| 2026-03-11 |
Logan Barry S |
Executive Vice President |
Other (Buy) |
19 |
$336.95 |
$6.4K |
| 2026-03-11 |
Menendez Ana M |
CFO / Treasurer |
Other (Buy) |
25 |
$336.95 |
$8.42K |
| 2026-03-11 |
Nahmad Albert H |
Chairman and CEO |
Other (Buy) |
25 |
$336.95 |
$8.42K |
| 2025-12-31 |
Lopez-blazquez Ana |
Director |
Unknown |
- |
- |
- |
| 2025-12-31 |
Custer John Michael |
Director |
Unknown |
- |
- |
- |
| 2025-12-31 |
Nahmad Aaron J |
President |
Unknown |
- |
- |
- |
| 2025-12-31 |
Tapella Gary L |
Director |
Unknown |
- |
- |
- |
| 2025-12-31 |
Dickins Denise |
Director |
Unknown |
- |
- |
- |
| 2025-12-31 |
Logan Barry S |
Executive Vice President |
Unknown |
- |
- |
- |
| 2025-12-31 |
Menendez Ana M |
CFO / Treasurer |
Unknown |
- |
- |
- |
| 2025-12-31 |
Nahmad Albert H |
Chairman and CEO |
Unknown |
- |
- |
- |
| 2025-12-31 |
Alvarez Cesar L |
Director |
Unknown |
- |
- |
- |
| 2026-01-07 |
Nahmad Aaron J |
President |
RSU Award |
13,955 |
- |
- |
| 2025-12-12 |
Lopez-blazquez Ana |
Director |
Option Exercise (Sell) |
1,000 |
$250.84 |
$250.84K |
| 2025-12-05 |
Dickins Denise |
Director |
Gift (Given) |
269 |
- |
- |
| 2025-07-24 |
Tapella Gary L |
Director |
RSU Award |
1,000 |
$484.69 |
$484.69K |
| 2025-06-10 |
Custer John Michael |
Director |
Informative Sell |
2,200 |
$448.27 |
$986.19K |
| 2025-05-15 |
Dickins Denise |
Director |
Gift (Given) |
191 |
- |
- |
| 2025-05-12 |
Dickins Denise |
Director |
Option Exercise (Sell) |
4,500 |
$175.07 |
$787.82K |
