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COMFORT SYSTEMS USA INC

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Tapewire entity
3020
SEC CIK
0001035983
Parsed reports
415

Last 12 months

Inside the activity.

0 purchase rows · 26 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202501
Dec 202502
Jan 202600
Feb 202607
Mar 202603
Apr 202602
May 202606
Jun 202601
Jul 202600
Aug 202604
Sep 202600
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
August 26, 2026 Filed Aug 27, 2026 20:30 UTC
Lane Brian E.Director · CHIEF EXECUTIVE OFF.
SaleCommon Stock 16,024 $1,608.21 $25,769,923.39
Disclosure

SEC source: 0001448240-26-000019 · form4-08272026_040803.xml · nonDerivative · entry 1

Lane Brian E. · CIK 0001448240 · Director · CHIEF EXECUTIVE OFF.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 145,065

F1 · price: Represents the average price of shares sold; full information regarding the number of shares sold and specific prices will be made available upon request to the Company's Office of the General Counsel.

Read SEC document
August 17, 2026 Filed Aug 18, 2026 22:00 UTC
GEORGE WILLIAM IIICHIEF FINANCIAL OFFICER
SaleCommon Stock 2,554 $1,859.65 $4,749,549.42
Disclosure

SEC source: 0001205073-26-000013 · form4-08182026_060802.xml · nonDerivative · entry 1

GEORGE WILLIAM III · CIK 0001205073 · CHIEF FINANCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,250

F1 · price: Represents the average price of shares sold; full information regarding the number of shares sold and specific prices will be made available upon request to the Company's Office of the General Counsel.

Read SEC document
August 11, 2026 Filed Aug 12, 2026 20:30 UTC SaleCommon Stock 4,000 $1,693.92 $6,775,690.80
Disclosure

SEC source: 0001207002-26-000015 · form4-08122026_040801.xml · nonDerivative · entry 2

MYERS FRANKLIN · CIK 0001207002 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Partnership Interest

Disclosed balance after: 8,495

F1 · price: Represents the average price of shares sold; full information regarding the number of shares sold and specific prices will be made available upon request to the Company's Office of the General Counsel.

F2 · balance_after: The shares held indirectly were transferred from direct to indirect beneficial ownership in a transaction exempt from Section 16 pursuant to Rule 16a-13.

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August 10, 2026 Filed Aug 12, 2026 20:30 UTC SaleCommon Stock 3,500 $1,690.47 $5,916,647.45
Disclosure

SEC source: 0001207002-26-000015 · form4-08122026_040801.xml · nonDerivative · entry 1

MYERS FRANKLIN · CIK 0001207002 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 58,615

F1 · price: Represents the average price of shares sold; full information regarding the number of shares sold and specific prices will be made available upon request to the Company's Office of the General Counsel.

Read SEC document
June 24, 2026 Filed Jun 26, 2026 20:06 UTC SaleCommon Stock 6,700 $1,954.47 $13,094,949.00
Disclosure

SEC source: 0001207002-26-000011 · form4-06262026_080601.xml · nonDerivative · entry 1

MYERS FRANKLIN · CIK 0001207002 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 62,115

F1 · kind: The Reporting Person contributed FIX common stock to an exchange fund in exchange for shares of the exchange fund. The FIX common stock was valued at $1,954.47 per share for the purpose of determining the number of shares of the exchange fund issuable to the Reporting Person.

F1 · price: The Reporting Person contributed FIX common stock to an exchange fund in exchange for shares of the exchange fund. The FIX common stock was valued at $1,954.47 per share for the purpose of determining the number of shares of the exchange fund issuable to the Reporting Person.

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May 27, 2026 Filed May 28, 2026 20:30 UTC SaleCommon Stock 342 $1,900.08 $649,827.36
Disclosure

SEC source: 0001936828-26-000004 · form4-05282026_040518.xml · nonDerivative · entry 1

Hardy Rhoman J · CIK 0001936828 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,889.916

F1 · price: Represents the average price of shares sold; full information regarding the number of shares sold and specific prices will be made available upon request to the Company's Office of the General Counsel.

Read SEC document
May 21, 2026 Filed May 22, 2026 20:30 UTC GiftCommon Stock 273 $0.00 $0.00
Disclosure

SEC source: 0001207002-26-000009 · form4-05222026_040530.xml · nonDerivative · entry 1

MYERS FRANKLIN · CIK 0001207002 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 68,815

F1 · kind: This transaction represents a charitable donation.

Read SEC document
May 18, 2026 Filed May 19, 2026 20:48 UTC GrantCommon Stock 105 $0.00 $0.00
Disclosure

SEC source: 0001199361-26-000006 · form4-05192026_080548.xml · nonDerivative · entry 1

ANDERSON DARCY · CIK 0001199361 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,140

F1 · price: Shares granted pursuant to the 2017 Omnibus Incentive Plan as approved by stockholders on May 23, 2017. Non-employee directors are given an annual grant of Comfort Systems USA Common Stock following election or reelection at the Company's annual stockholders' meeting. This year's grant is equal to $200,000, as rounded up to the nearest whole share, based on the average of the high and low price of the Company's Common Stock on the day of the annual stockholders' meeting.

Read SEC document
May 18, 2026 Filed May 19, 2026 20:30 UTC GrantCommon Stock 105 $0.00 $0.00
Disclosure

SEC source: 0001205068-26-000006 · form4-05192026_040528.xml · nonDerivative · entry 1

BULLS HERMAN E · CIK 0001205068 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,879

F1 · price: Shares granted pursuant to the 2017 Omnibus Incentive Plan as approved by stockholders on May 23, 2017. Non-employee directors are given an annual grant of Comfort Systems USA Common Stock following election or reelection at the Company's annual stockholders' meeting. This year's grant is equal to $200,000, as rounded up to the nearest whole share, based on the average of the high and low price of the Company's Common Stock on the day of the annual stockholders' meeting.

Read SEC document
May 18, 2026 Filed May 19, 2026 20:30 UTC GrantCommon Stock 105 $0.00 $0.00
Disclosure

SEC source: 0001207002-26-000007 · form4-05192026_040530.xml · nonDerivative · entry 1

MYERS FRANKLIN · CIK 0001207002 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 69,088

F1 · price: Shares granted pursuant to the 2017 Omnibus Incentive Plan as approved by stockholders on May 23, 2017. Non-employee directors are given an annual grant of Comfort Systems USA Common Stock following election or reelection at the Company's annual stockholders' meeting. This year's grant is equal to $200,000, as rounded up to the nearest whole share, based on the average of the high and low price of the Company's Common Stock on the day of the annual stockholders' meeting.

Read SEC document
May 18, 2026 Filed May 19, 2026 20:30 UTC GrantCommon Stock 105 $0.00 $0.00
Disclosure

SEC source: 0001936828-26-000002 · form4-05192026_040527.xml · nonDerivative · entry 1

Hardy Rhoman J · CIK 0001936828 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,231.916

F1 · price: Shares granted pursuant to the 2017 Omnibus Incentive Plan as approved by stockholders on May 23, 2017. Non-employee directors are given an annual grant of Comfort Systems USA Common Stock following election or reelection at the Company's annual stockholders' meeting. This year's grant is equal to $200,000, as rounded up to the nearest whole share, based on the average of the high and low price of the Company's Common Stock on the day of the annual stockholders' meeting.

Read SEC document
May 18, 2026 Filed May 19, 2026 20:30 UTC GrantCommon Stock 105 $0.00 $0.00
Disclosure

SEC source: 0001693758-26-000004 · form4-05192026_040525.xml · nonDerivative · entry 1

Kapoor Gaurav · CIK 0001693758 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 832

F1 · price: Shares granted pursuant to the 2017 Omnibus Incentive Plan as approved by stockholders on May 23, 2017. Non-employee directors are given an annual grant of Comfort Systems USA Common Stock following election or reelection at the Company's annual stockholders' meeting. This year's grant is equal to $200,000, as rounded up to the nearest whole share, based on the average of the high and low price of the Company's Common Stock on the day of the annual stockholders' meeting.

F2 · ownership.nature: Held by Kapoor Family Trust, dated August 20, 2023, for which the Reporting Person and his spouse are trustees.

Read SEC document
May 18, 2026 Filed May 19, 2026 20:30 UTC GrantCommon Stock 105 $0.00 $0.00
Disclosure

SEC source: 0001563462-26-000006 · form4-05192026_040519.xml · nonDerivative · entry 1

Skidmore Constance Ellen · CIK 0001563462 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,732

F1 · price: Shares granted pursuant to the 2017 Omnibus Incentive Plan as approved by stockholders on May 23, 2017. Non-employee directors are given an annual grant of Comfort Systems USA Common Stock following election or reelection at the Company's annual stockholders' meeting. This year's grant is equal to $200,000, as rounded up to the nearest whole share, based on the average of the high and low price of the Company's Common Stock on the day of the annual stockholders' meeting.

Read SEC document
May 18, 2026 Filed May 19, 2026 20:30 UTC GrantCommon Stock 105 $0.00 $0.00
Disclosure

SEC source: 0001535246-26-000006 · form4-05192026_040523.xml · nonDerivative · entry 1

Mercado, Pablo G. · CIK 0001535246 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,105

F1 · price: Shares granted pursuant to the 2017 Omnibus Incentive Plan as approved by stockholders on May 23, 2017. Non-employee directors are given an annual grant of Comfort Systems USA Common Stock following election or reelection at the Company's annual stockholders' meeting. This year's grant is equal to $200,000, as rounded up to the nearest whole share, based on the average of the high and low price of the Company's Common Stock on the day of the annual stockholders' meeting.

Read SEC document
May 18, 2026 Filed May 19, 2026 20:30 UTC GrantCommon Stock 105 $0.00 $0.00
Disclosure

SEC source: 0001527678-26-000006 · form4-05192026_040520.xml · nonDerivative · entry 1

SANDBROOK WILLIAM J · CIK 0001527678 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,771

F1 · price: Shares granted pursuant to the 2017 Omnibus Incentive Plan as approved by stockholders on May 23, 2017. Non-employee directors are given an annual grant of Comfort Systems USA Common Stock following election or reelection at the Company's annual stockholders' meeting. This year's grant is equal to $200,000, as rounded up to the nearest whole share, based on the average of the high and low price of the Company's Common Stock on the day of the annual stockholders' meeting.

F2 · balance_after: Shares held directly by the Reporting Person, including 170 shares held indirectly by the Reporting Person.

Read SEC document
May 18, 2026 Filed May 19, 2026 20:30 UTC GrantCommon Stock 105 $0.00 $0.00
Disclosure

SEC source: 0001862680-26-000002 · form4-05192026_040517.xml · nonDerivative · entry 1

Wallis-Lage Cindy L. · CIK 0001862680 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 5,818

F1 · price: Shares granted pursuant to the 2017 Omnibus Incentive Plan as approved by stockholders on May 23, 2017. Non-employee directors are given an annual grant of Comfort Systems USA Common Stock following election or reelection at the Company's annual stockholders' meeting. This year's grant is equal to $200,000, as rounded up to the nearest whole share, based on the average of the high and low price of the Company's Common Stock on the day of the annual stockholders' meeting.

F2 · ownership.nature: Held by Kent L. Lage and Cindy L. Wallis-Lage Trust, dated December 21, 2017, for which the Reporting Person and her spouse are trustees.

Read SEC document
May 11, 2026 Filed May 11, 2026 20:30 UTC
Shaeff JulieCHIEF ACCOUNTING OFFICER
SaleCommon Stock 1,123 $2,000.37 $2,246,415.51
Disclosure

SEC source: 0001319782-26-000009 · form4-05112026_040523.xml · nonDerivative · entry 1

Shaeff Julie · CIK 0001319782 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,624

F1 · price: Represents the average price of shares sold; full information regarding the number of shares sold and specific prices will be made available upon request to the Company's Office of the General Counsel.

Read SEC document
May 11, 2026 Filed May 12, 2026 20:30 UTC
GEORGE WILLIAM IIICHIEF FINANCIAL OFFICER
SaleCommon Stock 1,000 $2,020.97 $2,020,965.00
Disclosure

SEC source: 0001205073-26-000011 · form4-05122026_040501.xml · nonDerivative · entry 2

GEORGE WILLIAM III · CIK 0001205073 · CHIEF FINANCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,804

F1 · price: Represents the average price of shares sold; full information regarding the number of shares sold and specific prices will be made available upon request to the Company's Office of the General Counsel.

Read SEC document
May 08, 2026 Filed May 12, 2026 20:30 UTC
GEORGE WILLIAM IIICHIEF FINANCIAL OFFICER
SaleCommon Stock 4,000 $1,948.17 $7,792,684.00
Disclosure

SEC source: 0001205073-26-000011 · form4-05122026_040501.xml · nonDerivative · entry 1

GEORGE WILLIAM III · CIK 0001205073 · CHIEF FINANCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,804

F1 · price: Represents the average price of shares sold; full information regarding the number of shares sold and specific prices will be made available upon request to the Company's Office of the General Counsel.

Read SEC document
May 07, 2026 Filed May 8, 2026 20:30 UTC SaleCommon Stock 4,500 $1,902.57 $8,561,574.00
Disclosure

SEC source: 0001207002-26-000004 · form4-05082026_040502.xml · nonDerivative · entry 4

MYERS FRANKLIN · CIK 0001207002 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 68,983

F2 · price: Represents the average price of shares sold; full information regarding the number of shares sold and specific prices will be made available upon request to the Company's Office of the General Counsel.

Read SEC document
May 07, 2026 Filed May 8, 2026 20:30 UTC GiftCommon Stock 256 $0.00 $0.00
Disclosure

SEC source: 0001207002-26-000004 · form4-05082026_040502.xml · nonDerivative · entry 3

MYERS FRANKLIN · CIK 0001207002 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 73,483

F1 · kind: This transaction represents a charitable donation.

Read SEC document
May 07, 2026 Filed May 8, 2026 20:30 UTC GiftCommon Stock 205 $0.00 $0.00
Disclosure

SEC source: 0001207002-26-000004 · form4-05082026_040502.xml · nonDerivative · entry 2

MYERS FRANKLIN · CIK 0001207002 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 73,739

F1 · kind: This transaction represents a charitable donation.

Read SEC document
May 07, 2026 Filed May 8, 2026 20:30 UTC GiftCommon Stock 51 $0.00 $0.00
Disclosure

SEC source: 0001207002-26-000004 · form4-05082026_040502.xml · nonDerivative · entry 1

MYERS FRANKLIN · CIK 0001207002 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 73,944

F1 · kind: This transaction represents a charitable donation.

Read SEC document
May 05, 2026 Filed May 6, 2026 20:30 UTC
Lane Brian E.Director · CHIEF EXECUTIVE OFF.
SaleCommon Stock 11,113 $1,969.84 $21,890,809.69
Disclosure

SEC source: 0001448240-26-000014 · form4-05062026_040501.xml · nonDerivative · entry 1

Lane Brian E. · CIK 0001448240 · Director · CHIEF EXECUTIVE OFF.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 161,089

F1 · price: Represents the average price of shares sold; full information regarding the number of shares sold and specific prices will be made available upon request to the Company's Office of the General Counsel.

Read SEC document
April 30, 2026 Filed May 1, 2026 20:30 UTC SaleCommon Stock 500 $1,779.78 $889,890.05
Disclosure

SEC source: 0001535246-26-000004 · form4-05012026_040501.xml · nonDerivative · entry 1

Mercado, Pablo G. · CIK 0001535246 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,000

F1 · price: Represents the average price of shares sold; full information regarding the number of shares sold and specific prices will be made available upon request to the Company's Office of the General Counsel.

Read SEC document
April 29, 2026 Filed Apr 30, 2026 20:30 UTC SaleCommon Stock 1,500 $1,732.67 $2,599,000.05
Disclosure

SEC source: 0001527678-26-000004 · form4-04302026_040401.xml · nonDerivative · entry 1

SANDBROOK WILLIAM J · CIK 0001527678 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,666

F1 · price: Represents the average price of shares sold; full information regarding the number of shares sold and specific prices will be made available upon request to the Company's Office of the General Counsel.

F2 · balance_after: Shares held directly by the Reporting Person, including 170 shares held indirectly by the Reporting Person.

Read SEC document
April 01, 2026 Filed Apr 3, 2026 19:15 UTC
Eslicker Rachel R.SVP & GENERAL COUNSEL
Tax withholdingCommon Stock 43 $1,429.60 $61,472.59
Disclosure

SEC source: 0002103050-26-000008 · form4-04032026_030411.xml · nonDerivative · entry 3

Eslicker Rachel R. · CIK 0002103050 · SVP & GENERAL COUNSEL

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 608

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2026 and were priced based on the average of the high and low stock price on April 1, 2026.

F5 · shares: Reflects forfeited shares related to the third and final vesting of restricted stock units granted on March 21, 2023.

F3 · price: Price is based on the average of the high and low stock price on April 1, 2026.

Read SEC document
April 01, 2026 Filed Apr 3, 2026 19:15 UTC
Eslicker Rachel R.SVP & GENERAL COUNSEL
Tax withholdingCommon Stock 25 $1,429.60 $35,739.88
Disclosure

SEC source: 0002103050-26-000008 · form4-04032026_030411.xml · nonDerivative · entry 2

Eslicker Rachel R. · CIK 0002103050 · SVP & GENERAL COUNSEL

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 651

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2026 and were priced based on the average of the high and low stock price on April 1, 2026.

F4 · shares: Reflects forfeited shares related to the second vesting of restricted stock units granted on March 20, 2024.

F3 · price: Price is based on the average of the high and low stock price on April 1, 2026.

Read SEC document
April 01, 2026 Filed Apr 3, 2026 19:15 UTC
Eslicker Rachel R.SVP & GENERAL COUNSEL
Tax withholdingCommon Stock 31 $1,429.60 $44,317.45
Disclosure

SEC source: 0002103050-26-000008 · form4-04032026_030411.xml · nonDerivative · entry 1

Eslicker Rachel R. · CIK 0002103050 · SVP & GENERAL COUNSEL

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 676

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2026 and were priced based on the average of the high and low stock price on April 1, 2026.

F2 · shares: Reflects forfeited shares related to the first vesting of restricted stock units granted on March 19, 2025.

F3 · price: Price is based on the average of the high and low stock price on April 1, 2026.

Read SEC document
April 01, 2026 Filed Apr 3, 2026 19:15 UTC
Reed TerrenceSVP & CHRO
Tax withholdingCommon Stock 93 $1,429.60 $132,952.34
Disclosure

SEC source: 0001903895-26-000008 · form4-04032026_030407.xml · nonDerivative · entry 3

Reed Terrence · CIK 0001903895 · SVP & CHRO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,968

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2026 and were priced based on the average of the high and low stock price on April 1, 2026.

F5 · shares: Reflects forfeited shares related to the third and final vesting of restricted stock units granted on March 21, 2023.

F3 · price: Price is based on the average of the high and low stock price on April 1, 2026.

Read SEC document
April 01, 2026 Filed Apr 3, 2026 19:15 UTC
Reed TerrenceSVP & CHRO
Tax withholdingCommon Stock 82 $1,429.60 $117,226.79
Disclosure

SEC source: 0001903895-26-000008 · form4-04032026_030407.xml · nonDerivative · entry 2

Reed Terrence · CIK 0001903895 · SVP & CHRO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,061

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2026 and were priced based on the average of the high and low stock price on April 1, 2026.

F4 · shares: Reflects forfeited shares related to the second vesting of restricted stock units granted on March 20, 2024.

F3 · price: Price is based on the average of the high and low stock price on April 1, 2026.

Read SEC document
April 01, 2026 Filed Apr 3, 2026 19:15 UTC
Reed TerrenceSVP & CHRO
Tax withholdingCommon Stock 98 $1,429.60 $140,100.31
Disclosure

SEC source: 0001903895-26-000008 · form4-04032026_030407.xml · nonDerivative · entry 1

Reed Terrence · CIK 0001903895 · SVP & CHRO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,143

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2026 and were priced based on the average of the high and low stock price on April 1, 2026.

F2 · shares: Reflects forfeited shares related to the first vesting of restricted stock units granted on March 19, 2025.

F3 · price: Price is based on the average of the high and low stock price on April 1, 2026.

Read SEC document
April 01, 2026 Filed Apr 3, 2026 19:15 UTC
Shaeff JulieCHIEF ACCOUNTING OFFICER
Tax withholdingCommon Stock 145 $1,429.60 $207,291.28
Disclosure

SEC source: 0001319782-26-000007 · form4-04032026_030409.xml · nonDerivative · entry 3

Shaeff Julie · CIK 0001319782 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,747

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2026 and were priced based on the average of the high and low stock price on April 1, 2026.

F5 · shares: Reflects forfeited shares related to the third and final vesting of restricted stock units granted on March 21, 2023.

F3 · price: Price is based on the average of the high and low stock price on April 1, 2026.

Read SEC document
April 01, 2026 Filed Apr 3, 2026 19:15 UTC
Shaeff JulieCHIEF ACCOUNTING OFFICER
Tax withholdingCommon Stock 87 $1,429.60 $124,374.77
Disclosure

SEC source: 0001319782-26-000007 · form4-04032026_030409.xml · nonDerivative · entry 2

Shaeff Julie · CIK 0001319782 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,892

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2026 and were priced based on the average of the high and low stock price on April 1, 2026.

F4 · shares: Reflects forfeited shares related to the second vesting of restricted stock units granted on March 20, 2024.

F3 · price: Price is based on the average of the high and low stock price on April 1, 2026.

Read SEC document
April 01, 2026 Filed Apr 3, 2026 19:15 UTC
Shaeff JulieCHIEF ACCOUNTING OFFICER
Tax withholdingCommon Stock 87 $1,429.60 $124,374.77
Disclosure

SEC source: 0001319782-26-000007 · form4-04032026_030409.xml · nonDerivative · entry 1

Shaeff Julie · CIK 0001319782 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,979

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2026 and were priced based on the average of the high and low stock price on April 1, 2026.

F2 · shares: Reflects forfeited shares related to the first vesting of restricted stock units granted on March 19, 2025.

F3 · price: Price is based on the average of the high and low stock price on April 1, 2026.

Read SEC document
April 01, 2026 Filed Apr 3, 2026 19:15 UTC
GEORGE WILLIAM IIICHIEF FINANCIAL OFFICER
Tax withholdingCommon Stock 500 $1,429.60 $714,797.50
Disclosure

SEC source: 0001205073-26-000008 · form4-04032026_030405.xml · nonDerivative · entry 3

GEORGE WILLIAM III · CIK 0001205073 · CHIEF FINANCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,804

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2026 and were priced based on the average of the high and low stock price on April 1, 2026.

F5 · shares: Reflects forfeited shares related to the third and final vesting of restricted stock units granted on March 21, 2023.

F3 · price: Price is based on the average of the high and low stock price on April 1, 2026.

Read SEC document
April 01, 2026 Filed Apr 3, 2026 19:15 UTC
GEORGE WILLIAM IIICHIEF FINANCIAL OFFICER
Tax withholdingCommon Stock 297 $1,429.60 $424,589.72
Disclosure

SEC source: 0001205073-26-000008 · form4-04032026_030405.xml · nonDerivative · entry 2

GEORGE WILLIAM III · CIK 0001205073 · CHIEF FINANCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,304

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2026 and were priced based on the average of the high and low stock price on April 1, 2026.

F4 · shares: Reflects forfeited shares related to the second vesting of restricted stock units granted on March 20, 2024.

F3 · price: Price is based on the average of the high and low stock price on April 1, 2026.

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April 01, 2026 Filed Apr 3, 2026 19:15 UTC
GEORGE WILLIAM IIICHIEF FINANCIAL OFFICER
Tax withholdingCommon Stock 284 $1,429.60 $406,004.98
Disclosure

SEC source: 0001205073-26-000008 · form4-04032026_030405.xml · nonDerivative · entry 1

GEORGE WILLIAM III · CIK 0001205073 · CHIEF FINANCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,601

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2026 and were priced based on the average of the high and low stock price on April 1, 2026.

F2 · shares: Reflects forfeited shares related to the first vesting of restricted stock units granted on March 19, 2025.

F3 · price: Price is based on the average of the high and low stock price on April 1, 2026.

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April 01, 2026 Filed Apr 3, 2026 19:15 UTC
Trent T McKennaPRESIDENT/CHIEF OPERATING OFF.
Tax withholdingCommon Stock 341 $1,429.60 $487,491.90
Disclosure

SEC source: 0001373205-26-000005 · form4-04032026_030403.xml · nonDerivative · entry 3

Trent T McKenna · CIK 0001373205 · PRESIDENT/CHIEF OPERATING OFF.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,346

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2026 and were priced based on the average of the high and low stock price on April 1, 2026.

F5 · shares: Reflects forfeited shares related to the third and final vesting of restricted stock units granted on March 21, 2023.

F3 · price: Price is based on the average of the high and low stock price on April 1, 2026.

Read SEC document
April 01, 2026 Filed Apr 3, 2026 19:15 UTC
Trent T McKennaPRESIDENT/CHIEF OPERATING OFF.
Tax withholdingCommon Stock 210 $1,429.60 $300,214.95
Disclosure

SEC source: 0001373205-26-000005 · form4-04032026_030403.xml · nonDerivative · entry 2

Trent T McKenna · CIK 0001373205 · PRESIDENT/CHIEF OPERATING OFF.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,687

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2026 and were priced based on the average of the high and low stock price on April 1, 2026.

F4 · shares: Reflects forfeited shares related to the second vesting of restricted stock units granted on March 20, 2024.

F3 · price: Price is based on the average of the high and low stock price on April 1, 2026.

Read SEC document
April 01, 2026 Filed Apr 3, 2026 19:15 UTC
Trent T McKennaPRESIDENT/CHIEF OPERATING OFF.
Tax withholdingCommon Stock 266 $1,429.60 $380,272.27
Disclosure

SEC source: 0001373205-26-000005 · form4-04032026_030403.xml · nonDerivative · entry 1

Trent T McKenna · CIK 0001373205 · PRESIDENT/CHIEF OPERATING OFF.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,897

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2026 and were priced based on the average of the high and low stock price on April 1, 2026.

F2 · shares: Reflects forfeited shares related to the first vesting of restricted stock units granted on March 19, 2025.

F3 · price: Price is based on the average of the high and low stock price on April 1, 2026.

Read SEC document
April 01, 2026 Filed Apr 3, 2026 19:15 UTC
Lane Brian E.Director · CHIEF EXECUTIVE OFF.
Tax withholdingCommon Stock 1,512 $1,429.60 $2,161,547.64
Disclosure

SEC source: 0001448240-26-000011 · form4-04032026_030401.xml · nonDerivative · entry 3

Lane Brian E. · CIK 0001448240 · Director · CHIEF EXECUTIVE OFF.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 172,202

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2026 and were priced based on the average of the high and low stock price on April 1, 2026.

F5 · shares: Reflects forfeited shares related to the third and final vesting of restricted stock units granted on March 21, 2023.

F3 · price: Price is based on the average of the high and low stock price on April 1, 2026.

Read SEC document
April 01, 2026 Filed Apr 3, 2026 19:15 UTC
Lane Brian E.Director · CHIEF EXECUTIVE OFF.
Tax withholdingCommon Stock 941 $1,429.60 $1,345,248.90
Disclosure

SEC source: 0001448240-26-000011 · form4-04032026_030401.xml · nonDerivative · entry 2

Lane Brian E. · CIK 0001448240 · Director · CHIEF EXECUTIVE OFF.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 173,714

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2026 and were priced based on the average of the high and low stock price on April 1, 2026.

F4 · shares: Reflects forfeited shares related to the second vesting of restricted stock units granted on March 20, 2024.

F3 · price: Price is based on the average of the high and low stock price on April 1, 2026.

Read SEC document
April 01, 2026 Filed Apr 3, 2026 19:15 UTC
Lane Brian E.Director · CHIEF EXECUTIVE OFF.
Tax withholdingCommon Stock 1,146 $1,429.60 $1,638,315.87
Disclosure

SEC source: 0001448240-26-000011 · form4-04032026_030401.xml · nonDerivative · entry 1

Lane Brian E. · CIK 0001448240 · Director · CHIEF EXECUTIVE OFF.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 174,655

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2026 and were priced based on the average of the high and low stock price on April 1, 2026.

F2 · shares: Reflects forfeited shares related to the first vesting of restricted stock units granted on March 19, 2025.

F3 · price: Price is based on the average of the high and low stock price on April 1, 2026.

Read SEC document
March 23, 2026 Filed Mar 25, 2026 21:15 UTC
Shaeff JulieCHIEF ACCOUNTING OFFICER
Tax withholdingCommon Stock 84 $1,408.25 $118,293.00
Disclosure

SEC source: 0001319782-26-000005 · form4-03252026_050302.xml · nonDerivative · entry 3

Shaeff Julie · CIK 0001319782 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,066

F3 · shares: Forfeited shares are related to dollar-denominated performance restricted stock units that vested on March 23, 2026 and were priced based on the closing price of the Company common stock on March 23, 2026.

Read SEC document
March 23, 2026 Filed Mar 25, 2026 21:15 UTC
Shaeff JulieCHIEF ACCOUNTING OFFICER
GrantCommon Stock 220 $0.00 $0.00
Disclosure

SEC source: 0001319782-26-000005 · form4-03252026_050302.xml · nonDerivative · entry 2

Shaeff Julie · CIK 0001319782 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,150

F2 · shares: Reflects dollar-denominated performance restricted stock units granted on March 21, 2023 that vested on March 23, 2026. These units vested as a result of the Company's 2023-2025 relative Total Shareholder Return and 2023-2025 Company average EPS, which are the applicable performance measures.

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March 23, 2026 Filed Mar 25, 2026 21:15 UTC
Shaeff JulieCHIEF ACCOUNTING OFFICER
GrantCommon Stock 194 $0.00 $0.00
Disclosure

SEC source: 0001319782-26-000005 · form4-03252026_050302.xml · nonDerivative · entry 1

Shaeff Julie · CIK 0001319782 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,930

F1 · shares: Each restricted stock unit granted on March 23, 2026 represents a right to receive one share of common stock and will vest in equal installments over a three-year vesting schedule.

Read SEC document
March 23, 2026 Filed Mar 25, 2026 21:15 UTC
GEORGE WILLIAM IIICHIEF FINANCIAL OFFICER
Tax withholdingCommon Stock 300 $1,408.25 $422,475.00
Disclosure

SEC source: 0001205073-26-000006 · form4-03252026_050301.xml · nonDerivative · entry 3

GEORGE WILLIAM III · CIK 0001205073 · CHIEF FINANCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,885

F3 · shares: Forfeited shares are related to dollar-denominated performance restricted stock units that vested on March 23, 2026 and were priced based on the closing price of the Company common stock on March 23, 2026.

Read SEC document
March 23, 2026 Filed Mar 25, 2026 21:15 UTC
GEORGE WILLIAM IIICHIEF FINANCIAL OFFICER
GrantCommon Stock 764 $0.00 $0.00
Disclosure

SEC source: 0001205073-26-000006 · form4-03252026_050301.xml · nonDerivative · entry 2

GEORGE WILLIAM III · CIK 0001205073 · CHIEF FINANCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,185

F2 · shares: Reflects dollar-denominated performance restricted stock units granted on March 21, 2023 that vested on March 23, 2026. These units vested as a result of the Company's 2023-2025 relative Total Shareholder Return and 2023-2025 Company average EPS, which are the applicable performance measures.

Read SEC document
March 23, 2026 Filed Mar 25, 2026 21:15 UTC
GEORGE WILLIAM IIICHIEF FINANCIAL OFFICER
GrantCommon Stock 597 $0.00 $0.00
Disclosure

SEC source: 0001205073-26-000006 · form4-03252026_050301.xml · nonDerivative · entry 1

GEORGE WILLIAM III · CIK 0001205073 · CHIEF FINANCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,421

F1 · shares: Each restricted stock unit granted on March 23, 2026 represents a right to receive one share of common stock and will vest in equal installments over a three-year vesting schedule.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.