Watsco Inc insider trading
Every open-market purchase and sale by Watsco Inc's officers, directors and largest shareholders since November 4, 2021, and what the share price did next.
| Date | Insider | Trade | Shares | Price | Value | 1M after | 3M after | 6M after |
|---|
Does following Watsco Inc’s insiders pay?
From May 7, 2010 to June 12, 2025, 17 insiders reported 5 open-market purchases and 40 sales not made under a pre-set plan in Watsco Inc. Twelve months after each purchase was reported, the shares were +13.5% against the S&P 500 on average (median +11.3%), over 5 purchases with a full year of prices; 80% beat the index. After sales, the shares moved +2.8% against the index over 12 months (a negative figure means selling was the right call). That rests on fewer than 20 purchases, too few to read much into. Buying each purchase the day after it was reported, an equal amount each, held 12 months or until that insider reported a sale, would have turned $10,000 on May 10, 2010 into $36,022 by November 2, 2026, +8.1% a year. It held shares 28% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $22,376 (+5.0% a year), and held throughout $87,121 (+14.1%).
| Insider | Role | Purchases | 12 months after their purchases | Beat the S&P 500 | Sales | 12 months after their sales | Latest report |
|---|---|---|---|---|---|---|---|
| Logan Barry S | Executive Vice President | 0 | — | — | 13 | −0.8% (13) | December 18, 2024 |
| Alvarez Cesar L | Director | 0 | — | — | 4 | −0.2% (4) | March 7, 2025 |
| Moss Bob L | Director | 1 | +47.2% (1) | 100% | 3 | +9.0% (3) | November 18, 2019 |
| Nahmad Albert H | Chairman and CEO | 0 | — | — | 4 | +3.9% (4) | November 30, 2012 |
| Sape George | Director | 0 | — | — | 3 | +12.0% (3) | August 5, 2020 |
| Dickins Denise | Director | 1 | −24.6% (1) | 0% | 1 | +8.1% (1) | September 23, 2013 |
| Keeley Brian E. | Director | 1 | +28.2% (1) | 100% | 1 | +18.3% (1) | March 25, 2022 |
| Manley Paul F | Director | 0 | — | — | 2 | +14.7% (2) | November 24, 2014 |
| Tapella Gary L | Director | 1 | +5.5% (1) | 100% | 1 | −0.4% (1) | December 14, 2010 |
| United Technologies Corp /de/ | 10% owner | 1 | +11.3% (1) | 100% | 1 | −0.5% (1) | February 28, 2017 |
| Custer John Michael | Director | 0 | — | — | 1 | −34.2% (1) | June 12, 2025 |
| Darnell David C. | Director | 0 | — | — | 1 | +17.6% (1) | December 11, 2015 |
| Fedrizzi Steven R | Director | 0 | — | — | 1 | +0.7% (1) | April 8, 2013 |
| Johnston Paul W | Vice President | 0 | — | — | 1 | +3.9% (1) | December 7, 2010 |
| Macdonald John Alexander | Director | 0 | — | — | 1 | −11.1% (1) | May 13, 2024 |
| Menendez Ana M | CFO / Treasurer | 0 | — | — | 1 | +7.6% (1) | October 25, 2011 |
| Nahmad Aaron J | Vice President | 0 | — | — | 1 | +4.5% (1) | December 16, 2010 |
When several insiders traded Watsco Inc
Months when 2 or more insiders became net buyers, or 3 or more net sellers, of Watsco Inc in reports dated in the 91 days before the month end, and how the stock did against the S&P 500 from that month end. After 1 selling crowd, +3.5%. One company's history is too short to judge by; the test across every company is the better guide.
| Month | Crowd | 3 months on, vs S&P 500 | 6 months | 12 months |
|---|---|---|---|---|
| December 31, 2010 | 4 selling | +7.1% | +3.5% | +5.9% |