Welcome to our dedicated page for Watsco SEC filings (Ticker: WSO), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Watsco, Inc. filings document the company's HVAC/R distribution business, periodic operating results, Regulation FD disclosures, dividend actions, and capital structure. Recent Form 8-K reports furnish quarterly and annual financial results and related press releases, including disclosures tied to Common stock and Class B common stock.
Proxy materials cover shareholder voting matters, board governance, executive compensation, equity awards, and pay-versus-performance disclosure. The filing record also identifies Watsco as a Florida corporation with Common stock and Class B common stock registered on the New York Stock Exchange under WSO and WSOB.
Watsco, Inc. has updated its earlier disclosure to report the exact number of shares issued for its acquisition of Jackson Supply Company’s HVAC distribution business. At the June 1, 2026 closing, Watsco issued 517,884 shares of common stock as consideration.
The purchase price was set at $198.0 million, net of Jackson’s business debt and transaction expenses, divided by the 10-day volume‑weighted average trading price before closing. Of the consideration shares, $25.0 million worth will be held in escrow for up to 12 months for purchase price adjustments and indemnification.
Watsco, Inc. registers an aggregate of 517,884 shares of Common stock for resale by selling shareholders. These shares were issued on June 1, 2026 in a private issuance tied to Watsco’s acquisition of substantially all assets of Jackson Supply Company. The registration was filed to satisfy registration rights granted to the selling shareholders; Watsco will receive no proceeds from resale. The prospectus supplement states the shares may be sold at market or negotiated prices and lists the NYSE last reported price of $363.86 per share on June 2, 2026.
Watsco, Inc. reported the results of its 2026 Annual Meeting of Shareholders. Shareholders elected Ana Lopez-Blazquez as a Common stock director and Cesar L. Alvarez and Denise Dickins as Class B Common stock directors, each with terms expiring in 2029.
Shareholders approved a non-binding advisory resolution on executive compensation, with 80,839,936 votes for and 2,969,397 against. They also ratified the appointment of Deloitte & Touche LLP as independent registered public accounting firm for the 2026 fiscal year, with 86,731,800 votes for and 9,111 against.
Capital International Investors amends Schedule 13G to report beneficial ownership of 3,540,962 shares of Watsco, Inc. common stock, representing 10.1% of 34,944,441 shares outstanding as stated in the filing. The filing breaks out voting and dispositive powers, showing sole voting power of 3,490,923 shares and sole dispositive power of 3,540,962 shares. The amendment is signed by a Senior Vice President on behalf of Capital International Investors.
Watsco, Inc. passive investor Capital Research Global Investors reports beneficial ownership of 1,898,603 shares, representing 5.4% of Watsco's 34,944,441 shares outstanding as of 03/31/2026. The filing shows sole voting power for 1,897,547 shares and sole dispositive power for 1,898,603 shares.
Watsco Inc ownership disclosure: Vanguard Capital Management reports beneficial ownership of 1,827,568 shares of Common Stock, representing 5.22% of the class as of 03/31/2026. The filing shows Vanguard has sole voting power over 260,069 shares and sole dispositive power over 1,827,568 shares. The Schedule 13G was signed on 04/30/2026 by Ashley Grim on behalf of Vanguard Capital Management.
Watsco, Inc. agreed to acquire the HVAC distribution business of Jackson Supply by issuing Common Stock valued at $198.0 million, net of the Business’ debt and transaction expenses. The exact number of shares will be based on the 10-day volume-weighted average price of Watsco’s stock before closing.
Using the 10 most recent trading days ended April 27, 2026 and before any adjustments, this would equal an estimated 458,985 shares, with $25.0 million of stock held in escrow for up to 12 months for purchase price adjustments and indemnification. The shares will be issued as unregistered securities under a private placement exemption.
Watsco Inc ownership report: Vanguard Portfolio Management reports beneficial ownership of 1,755,266 shares of Common Stock as of 03/31/2026, representing 5.02% of the class. The filing shows sole voting power for 4,212 shares and sole dispositive power for 1,755,266 shares.
The filing states these holdings reflect positions managed by Vanguard Portfolio Management LLC and affiliated Vanguard entities, and notes that no single other person has more than 5% of the class.