{
 "as_of": "2026-11-08",
 "cmr": "us-cm-kg/NYSE/WSO-B",
 "fence": "The page is the record's research on the issuer — no analyst, no rating, no view.",
 "markdown": "The page is the record's research on the issuer — no analyst, no rating, no view.\n\n# WATSCO INC (NYSE: WSO-B) — research page\n\nAs of 2026-11-08 · us-cm-kg · record version 1\n\n## Identity and listing\n\nThe issuer is WATSCO INC, listed on NYSE under ticker WSO-B. Its LEI is 549300F1Y3LN5BX5WN75 and its ISIN is not on the record, which carries several US ISINs against the LEI: US9426221019 and US9426222009. Its security type is Corporate, its segment is not on the record, its sector is 5070 Wholesale-Hardware & Plumbing & Heating Equipment & Supplies, and its jurisdiction is United States, Florida. Its listing status is listed, not halted.\n\n## The disclosure read\n\nThe record holds 47 filings across 26 filing days in the window 2025-11-08 to 2026-11-08. The median gap between filing days is 8 days. The latest filing is a results filing dated 2026-11-06, 2 days before the record date of 2026-11-08. The exchange median cadence gap is 6.0 days, the exchange median filings are 64.0, and the exchange median latency is 4.0 days. The sector median is not stated, since the sector holds fewer than five issuers on this node.\n\n## Auditor\n\nThe auditor of record is Deloitte & Touche LLP, located in Miami, FL. The record holds no auditor changes.\n\n## Events and halts\n\nThe record holds no listing, delisting or name change lines. The domicile change is not on the record, since EDGAR states no dated change of state of incorporation on a filing line. The segment move is not on the record, since the exchanges' tier transfers are not EDGAR filings. The halt flag reads listed, not halted.\n\n## Orderability\n\nThe outcome is not determinable, because the chapter's orderability section carries no client categories and so the outcome cannot name its client category. The rule version is acm-68000/us/reasonable-basis-suitability-finra-rule-2111/r1, and the chapter is as of 2026-11-04.\n\n## Coverage\n\nNo research houses were found on the investor-relations pages read, and the count is 0.\n\n## Open research\n\nNo openly published research notes were found on the record, and the count is 0.\n\n## Licensed\n\nLicensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.\n\n## As-of depth\n\nThe issuer's sealed years are 2021, 2022, 2023, 2024, 2025 and 2026. The market's earliest sealed date is 2021-01-04, and the live record began on 2026-09-12.\n\n## Sources\n\n8 source pages are named on this page; every value above carries its own source page and read date in the numbers.\n\n- https://www.sec.gov/files/company_tickers_exchange.json (identity.exchange)\n- https://data.sec.gov/submissions/CIK0000105016.json (identity.jurisdiction)\n- https://api.gleif.org/api/v1/lei-records/549300F1Y3LN5BX5WN75 (identity.lei)\n- https://mcp.us-cm-kg.ai/events/NYSE/WSO-B (the disclosure lines)\n- https://www.nasdaqtrader.com/rss.aspx?feed=tradehalts (the halt flag)\n- https://www.sec.gov/Archives/edgar/data/105016/000119312526082486/wso-20251231.htm (the auditor)\n- https://mcp.us-cm-kg.ai/book/aio.json (the orderability chapter)\n- https://mcp.us-cm-kg.ai/record/NYSE/WSO-B (the record)\n",
 "market": "US",
 "node": "us-cm-kg",
 "numbers": {
  "as_of_depth": {
   "issuer_years_sealed": [
    "2021",
    "2022",
    "2023",
    "2024",
    "2025",
    "2026"
   ],
   "live_record_began": "2026-09-12",
   "node_history_from": "2021-01-04",
   "node_years_sealed": [
    "2021",
    "2022",
    "2023",
    "2024",
    "2025",
    "2026"
   ],
   "record_version": 1,
   "sealed": true
  },
  "auditor": {
   "auditor": {
    "read_by": "EDGAR 10-K cover page iXBRL tag (dei:AuditorName, dei:AuditorLocation, dei:AuditorFirmId, dei:DocumentPeriodEndDate)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://www.sec.gov/Archives/edgar/data/105016/000119312526082486/wso-20251231.htm",
    "state": "sourced",
    "value": "Deloitte & Touche LLP"
   },
   "auditor_firm_id": {
    "read_by": "EDGAR 10-K cover page iXBRL tag (dei:AuditorName, dei:AuditorLocation, dei:AuditorFirmId, dei:DocumentPeriodEndDate)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://www.sec.gov/Archives/edgar/data/105016/000119312526082486/wso-20251231.htm",
    "state": "sourced",
    "value": "34"
   },
   "auditor_location": {
    "read_by": "EDGAR 10-K cover page iXBRL tag (dei:AuditorName, dei:AuditorLocation, dei:AuditorFirmId, dei:DocumentPeriodEndDate)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://www.sec.gov/Archives/edgar/data/105016/000119312526082486/wso-20251231.htm",
    "state": "sourced",
    "value": "Miami, FL"
   },
   "changes": []
  },
  "cmr": "us-cm-kg/NYSE/WSO-B",
  "coverage": {
   "count": 0,
   "houses": [],
   "pages_checked": [
    {
     "page": "https://investors.watsco.com/analyst-coverage",
     "result": "not readable by this rail (403)"
    }
   ],
   "read_by": "Perplexity sonar (search) · page read by this rail",
   "read_date": "2026-11-11",
   "since": null,
   "state": "none_found"
  },
  "disclosure": {
   "against": {
    "exchange": {
     "issuers": 3256,
     "median_cadence_gap_days": 6,
     "median_filings": 64,
     "median_latency_days": 4,
     "name": "NYSE"
    },
    "sector": {
     "issuers": 3,
     "name": "5070 Wholesale-Hardware & Plumbing & Heating Equipment & Supplies",
     "note": "fewer than five issuers on this node: no median is stated"
    }
   },
   "by_type": {
    "ad_hoc": 6,
    "agm_egm": 2,
    "corporate_news": 1,
    "directors_dealings": 20,
    "prospectus": 2,
    "regulatory_filing": 8,
    "results": 8
   },
   "cadence_median_gap_days": 8,
   "filing_days": 26,
   "filings": 47,
   "latency_days": 2,
   "latest": [
    {
     "category": "10-Q",
     "date": "2026-11-06",
     "source": "https://www.sec.gov/Archives/edgar/data/105016/000119312526451798/wso-20260930.htm",
     "title": "10-Q — 10-Q",
     "type": "results"
    },
    {
     "category": "8-K",
     "date": "2026-10-27",
     "source": "https://www.sec.gov/Archives/edgar/data/105016/000119312526434422/wso-20261021.htm",
     "title": "8-K — 8-K (items 1.01,1.02,2.03,9.01)",
     "type": "corporate_news"
    },
    {
     "category": "8-K",
     "date": "2026-10-27",
     "source": "https://www.sec.gov/Archives/edgar/data/105016/000119312526432680/wso-20261027.htm",
     "title": "8-K — 8-K (items 2.02,7.01,9.01)",
     "type": "results"
    },
    {
     "category": "4",
     "date": "2026-10-19",
     "source": "https://www.sec.gov/Archives/edgar/data/105016/000119312526425254/xslF345X06/ownership.xml",
     "title": "4 — 4",
     "type": "directors_dealings"
    },
    {
     "category": "8-K/A",
     "date": "2026-10-14",
     "source": "https://www.sec.gov/Archives/edgar/data/105016/000119312526421671/wso-20260912.htm",
     "title": "8-K/A — 8-K/A (items 3.02)",
     "type": "ad_hoc"
    }
   ],
   "latest_filing_date": "2026-11-06",
   "read": "the node's event lines (list_events_since), as get_filings serves them",
   "source": "https://mcp.us-cm-kg.ai/events/NYSE/WSO-B",
   "window": {
    "from": "2025-11-08",
    "to": "2026-11-08"
   }
  },
  "identity": {
   "exchange": {
    "read_by": "EDGAR company_tickers_exchange.json (SEC list of exchange-listed filers)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://www.sec.gov/files/company_tickers_exchange.json",
    "state": "sourced",
    "value": "NYSE"
   },
   "isin": {
    "market": "US",
    "reason": "several US ISINs on the LEI: US9426221019, US9426222009",
    "state": "not_on_record"
   },
   "jurisdiction": {
    "read_by": "EDGAR submissions API (issuer header as filed) (stateOfIncorporation)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0000105016.json",
    "state": "sourced",
    "value": "United States — Florida"
   },
   "lei": {
    "read_by": "GLEIF name-exact (jurisdiction US-FL; GLEIF golden copy 2026-09-12)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://api.gleif.org/api/v1/lei-records/549300F1Y3LN5BX5WN75",
    "state": "sourced",
    "value": "549300F1Y3LN5BX5WN75"
   },
   "name": {
    "read_by": "EDGAR submissions API (issuer header as filed)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0000105016.json",
    "state": "sourced",
    "value": "WATSCO INC"
   },
   "sector": {
    "read_by": "EDGAR submissions API (issuer header as filed) (SIC code as assigned by the SEC)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0000105016.json",
    "state": "sourced",
    "value": "5070 Wholesale-Hardware & Plumbing & Heating Equipment & Supplies"
   },
   "security_type": {
    "read_by": "EDGAR submissions API (issuer header as filed)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0000105016.json",
    "state": "sourced",
    "value": "Corporate"
   },
   "segment": {
    "market": "US",
    "state": "not_on_record"
   },
   "ticker": {
    "read_by": "EDGAR company_tickers_exchange.json (SEC list of exchange-listed filers)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://www.sec.gov/files/company_tickers_exchange.json",
    "state": "sourced",
    "value": "WSO-B"
   },
   "website": {
    "market": "US",
    "state": "not_on_record"
   }
  },
  "licensed": {
   "columns": [
    "licensor",
    "entitlement",
    "title",
    "date",
    "source"
   ],
   "rows": [],
   "rule": "A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded."
  },
  "lifecycle": {
   "delisting": [],
   "domicile_change": {
    "market": "US",
    "reason": "EDGAR states no dated change of state of incorporation on a filing line",
    "state": "not_on_record"
   },
   "listing": [],
   "name_change": [],
   "segment_move": {
    "market": "US",
    "reason": "the exchanges' tier transfers are not EDGAR filings",
    "state": "not_on_record"
   }
  },
  "market": "US",
  "node": "us-cm-kg",
  "numbers_hash": "sha256:b90c88f3f88f73b04f30467b57e10f801be20d2b850c993a3ee9d6fd7fa50f27",
  "open_research": {
   "read_date": "2026-11-11",
   "rows": [],
   "state": "none_found"
  },
  "orderability": {
   "chapter_as_of": "2026-11-04",
   "client_categories": [],
   "determinable": false,
   "read": {
    "chapter": "https://mcp.us-cm-kg.ai/book/aio.json",
    "door": "https://mcp.us-cm-kg.ai/mcp",
    "tool": "get_orderability"
   },
   "reason": "the chapter's orderability section carries no client_categories: the outcome cannot name its client category",
   "rule_version": "acm-68000/us/reasonable-basis-suitability-finra-rule-2111/r1",
   "section": "us.aio.v8"
  },
  "record": {
   "as_of": "2026-11-08",
   "url": "https://mcp.us-cm-kg.ai/record/NYSE/WSO-B",
   "version": 1
  },
  "schema": "research-numbers v0.1 (USR-01, 2026-11-11)",
  "status": {
   "read_date": "2026-11-08",
   "source": "https://www.nasdaqtrader.com/rss.aspx?feed=tradehalts",
   "value": "listed, not halted"
  }
 },
 "numbers_hash": "sha256:b90c88f3f88f73b04f30467b57e10f801be20d2b850c993a3ee9d6fd7fa50f27",
 "path": "/us/NYSE/WSO-B",
 "schema": "research-page v0.1 (USR-02, 2026-11-11)",
 "sections": [
  {
   "id": "identity",
   "text": "The issuer is WATSCO INC, listed on NYSE under ticker WSO-B. Its LEI is 549300F1Y3LN5BX5WN75 and its ISIN is not on the record, which carries several US ISINs against the LEI: US9426221019 and US9426222009. Its security type is Corporate, its segment is not on the record, its sector is 5070 Wholesale-Hardware & Plumbing & Heating Equipment & Supplies, and its jurisdiction is United States, Florida. Its listing status is listed, not halted.",
   "title": "Identity and listing"
  },
  {
   "id": "disclosure",
   "text": "The record holds 47 filings across 26 filing days in the window 2025-11-08 to 2026-11-08. The median gap between filing days is 8 days. The latest filing is a results filing dated 2026-11-06, 2 days before the record date of 2026-11-08. The exchange median cadence gap is 6.0 days, the exchange median filings are 64.0, and the exchange median latency is 4.0 days. The sector median is not stated, since the sector holds fewer than five issuers on this node.",
   "title": "The disclosure read"
  },
  {
   "id": "auditor",
   "text": "The auditor of record is Deloitte & Touche LLP, located in Miami, FL. The record holds no auditor changes.",
   "title": "Auditor"
  },
  {
   "id": "events",
   "text": "The record holds no listing, delisting or name change lines. The domicile change is not on the record, since EDGAR states no dated change of state of incorporation on a filing line. The segment move is not on the record, since the exchanges' tier transfers are not EDGAR filings. The halt flag reads listed, not halted.",
   "title": "Events and halts"
  },
  {
   "id": "orderability",
   "text": "The outcome is not determinable, because the chapter's orderability section carries no client categories and so the outcome cannot name its client category. The rule version is acm-68000/us/reasonable-basis-suitability-finra-rule-2111/r1, and the chapter is as of 2026-11-04.",
   "title": "Orderability"
  },
  {
   "id": "coverage",
   "text": "No research houses were found on the investor-relations pages read, and the count is 0.",
   "title": "Coverage"
  },
  {
   "id": "open_research",
   "text": "No openly published research notes were found on the record, and the count is 0.",
   "title": "Open research"
  },
  {
   "id": "licensed",
   "text": "Licensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.",
   "title": "Licensed"
  },
  {
   "id": "depth",
   "text": "The issuer's sealed years are 2021, 2022, 2023, 2024, 2025 and 2026. The market's earliest sealed date is 2021-01-04, and the live record began on 2026-09-12.",
   "title": "As-of depth"
  },
  {
   "id": "sources",
   "text": "8 source pages are named on this page; every value above carries its own source page and read date in the numbers.",
   "title": "Sources"
  }
 ],
 "sources": [
  {
   "for": "identity.exchange",
   "source": "https://www.sec.gov/files/company_tickers_exchange.json"
  },
  {
   "for": "identity.jurisdiction",
   "source": "https://data.sec.gov/submissions/CIK0000105016.json"
  },
  {
   "for": "identity.lei",
   "source": "https://api.gleif.org/api/v1/lei-records/549300F1Y3LN5BX5WN75"
  },
  {
   "for": "the disclosure lines",
   "source": "https://mcp.us-cm-kg.ai/events/NYSE/WSO-B"
  },
  {
   "for": "the halt flag",
   "source": "https://www.nasdaqtrader.com/rss.aspx?feed=tradehalts"
  },
  {
   "for": "the auditor",
   "source": "https://www.sec.gov/Archives/edgar/data/105016/000119312526082486/wso-20251231.htm"
  },
  {
   "for": "the orderability chapter",
   "source": "https://mcp.us-cm-kg.ai/book/aio.json"
  },
  {
   "for": "the record",
   "source": "https://mcp.us-cm-kg.ai/record/NYSE/WSO-B"
  }
 ],
 "title": "WATSCO INC (WSO-B) — research page",
 "writer": {
  "by": "Claude through the platform account, Haiku class; one pass; checked against the numbers",
  "engine": "claude-haiku-5-5"
 }
}