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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
May 03, 2021 Filed May 4, 2021 18:17 UTC
Krusi AlanDirector
SaleCommon Stock 2,000 $84.27 $168,549.80
Disclosure

SEC source: 0001179110-21-004839 · edgar.xml · nonDerivative · entry 1

Krusi Alan · CIK 0001429394 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 30,914

F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

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.

F3 · ownership.nature: Held by The Krusi Family Trust for which the Reporting Person and his spouse are trustees.

Read SEC document
May 03, 2021 Filed May 4, 2021 18:15 UTC
Tang Vance WDirector
SaleCommon Stock 1,262 $83.70 $105,629.40
Disclosure

SEC source: 0001179110-21-004838 · edgar.xml · nonDerivative · entry 1

Tang Vance W · CIK 0001479275 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 28,797

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 · ownership.nature: Shares held in The Tang Living Trust, dated October 3, 2014, for which the Reporting Person and his spouse are trustees.

Read SEC document
April 01, 2021 Filed Apr 5, 2021 20:51 UTC
Young Terrence AndrewSenior Vice President Service
Tax withholdingCommon Stock 200 $75.56 $15,112.00
Disclosure

SEC source: 0001179110-21-004198 · edgar.xml · nonDerivative · entry 2

Young Terrence Andrew · CIK 0001764103 · Senior Vice President Service

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,274

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2021 and were priced based on the average of the high and low stock price on April 1, 2021.

F4 · shares: Reflects forfeited shares related to the second vesting of restricted stock units granted on March 6, 2019.

F3 · price: Price is based on the average of the high and low stock price on April 1, 2021.

Read SEC document
April 01, 2021 Filed Apr 5, 2021 20:51 UTC
Young Terrence AndrewSenior Vice President Service
Tax withholdingCommon Stock 252 $75.56 $19,041.12
Disclosure

SEC source: 0001179110-21-004198 · edgar.xml · nonDerivative · entry 1

Young Terrence Andrew · CIK 0001764103 · Senior Vice President Service

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,474

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2021 and were priced based on the average of the high and low stock price on April 1, 2021.

F2 · shares: Reflects forfeited shares related to the first vesting of restricted stock units granted on March 5, 2020.

F3 · price: Price is based on the average of the high and low stock price on April 1, 2021.

Read SEC document
April 01, 2021 Filed Apr 5, 2021 20:48 UTC
Trent T McKennaChief Operating Officer
Tax withholdingCommon Stock 309 $75.56 $23,348.04
Disclosure

SEC source: 0001179110-21-004197 · edgar.xml · nonDerivative · entry 3

Trent T McKenna · CIK 0001373205 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,017

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2021 and were priced based on the average of the high and low stock price on April 1, 2021.

F5 · shares: Reflects forfeited shares related to the third and final vesting of restricted stock units granted on March 7, 2018.

F3 · price: Price is based on the average of the high and low stock price on April 1, 2021.

Read SEC document
April 01, 2021 Filed Apr 5, 2021 20:48 UTC
Trent T McKennaChief Operating Officer
Tax withholdingCommon Stock 471 $75.56 $35,588.76
Disclosure

SEC source: 0001179110-21-004197 · edgar.xml · nonDerivative · entry 2

Trent T McKenna · CIK 0001373205 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,326

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2021 and were priced based on the average of the high and low stock price on April 1, 2021.

F4 · shares: Reflects forfeited shares related to the second vesting of restricted stock units granted on March 6, 2019.

F3 · price: Price is based on the average of the high and low stock price on April 1, 2021.

Read SEC document
April 01, 2021 Filed Apr 5, 2021 20:48 UTC
Trent T McKennaChief Operating Officer
Tax withholdingCommon Stock 605 $75.56 $45,713.80
Disclosure

SEC source: 0001179110-21-004197 · edgar.xml · nonDerivative · entry 1

Trent T McKenna · CIK 0001373205 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,797

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2021 and were priced based on the average of the high and low stock price on April 1, 2021.

F2 · shares: Reflects forfeited shares related to the first vesting of restricted stock units granted on March 5, 2020.

F3 · price: Price is based on the average of the high and low stock price on April 1, 2021.

Read SEC document
April 01, 2021 Filed Apr 5, 2021 20:47 UTC
Shaeff JulieChief Accounting Officer
Tax withholdingCommon Stock 187 $75.56 $14,129.72
Disclosure

SEC source: 0001179110-21-004196 · edgar.xml · nonDerivative · entry 3

Shaeff Julie · CIK 0001319782 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,613

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2021 and were priced based on the average of the high and low stock price on April 1, 2021.

F5 · shares: Reflects forfeited shares related to the third and final vesting of restricted stock units granted on March 7, 2018.

F3 · price: Price is based on the average of the high and low stock price on April 1, 2021.

Read SEC document
April 01, 2021 Filed Apr 5, 2021 20:47 UTC
Shaeff JulieChief Accounting Officer
Tax withholdingCommon Stock 288 $75.56 $21,761.28
Disclosure

SEC source: 0001179110-21-004196 · edgar.xml · nonDerivative · entry 2

Shaeff Julie · CIK 0001319782 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,800

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2021 and were priced based on the average of the high and low stock price on April 1, 2021.

F4 · shares: Reflects forfeited shares related to the second vesting of restricted stock units granted on March 6, 2019.

F3 · price: Price is based on the average of the high and low stock price on April 1, 2021.

Read SEC document
April 01, 2021 Filed Apr 5, 2021 20:47 UTC
Shaeff JulieChief Accounting Officer
Tax withholdingCommon Stock 370 $75.56 $27,957.20
Disclosure

SEC source: 0001179110-21-004196 · edgar.xml · nonDerivative · entry 1

Shaeff Julie · CIK 0001319782 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,088

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2021 and were priced based on the average of the high and low stock price on April 1, 2021.

F2 · shares: Reflects forfeited shares related to the first vesting of restricted stock units granted on March 5, 2020.

F3 · price: Price is based on the average of the high and low stock price on April 1, 2021.

Read SEC document
April 01, 2021 Filed Apr 5, 2021 20:45 UTC
Lane Brian E.Director · President/Chief Executive Off.
Tax withholdingCommon Stock 1,324 $75.56 $100,041.44
Disclosure

SEC source: 0001179110-21-004195 · edgar.xml · nonDerivative · entry 3

Lane Brian E. · CIK 0001448240 · Director · President/Chief Executive Off.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 264,195

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2021 and were priced based on the average of the high and low stock price on April 1, 2021.

F5 · shares: Reflects forfeited shares related to the third and final vesting of restricted stock units granted on March 7, 2018.

F3 · price: Price is based on the average of the high and low stock price on April 1, 2021.

Read SEC document
April 01, 2021 Filed Apr 5, 2021 20:45 UTC
Lane Brian E.Director · President/Chief Executive Off.
Tax withholdingCommon Stock 2,331 $75.56 $176,130.36
Disclosure

SEC source: 0001179110-21-004195 · edgar.xml · nonDerivative · entry 2

Lane Brian E. · CIK 0001448240 · Director · President/Chief Executive Off.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 265,519

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2021 and were priced based on the average of the high and low stock price on April 1, 2021.

F4 · shares: Reflects forfeited shares related to the second vesting of restricted stock units granted on March 6, 2019.

F3 · price: Price is based on the average of the high and low stock price on April 1, 2021.

Read SEC document
April 01, 2021 Filed Apr 5, 2021 20:45 UTC
Lane Brian E.Director · President/Chief Executive Off.
Tax withholdingCommon Stock 2,969 $75.56 $224,337.64
Disclosure

SEC source: 0001179110-21-004195 · edgar.xml · nonDerivative · entry 1

Lane Brian E. · CIK 0001448240 · Director · President/Chief Executive Off.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 267,850

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2021 and were priced based on the average of the high and low stock price on April 1, 2021.

F2 · shares: Reflects forfeited shares related to the first vesting of restricted stock units granted on March 5, 2020.

F3 · price: Price is based on the average of the high and low stock price on April 1, 2021.

Read SEC document
April 01, 2021 Filed Apr 5, 2021 20:44 UTC
GEORGE WILLIAM IIIChief Financial Officer
Tax withholdingCommon Stock 584 $75.56 $44,127.04
Disclosure

SEC source: 0001179110-21-004194 · edgar.xml · nonDerivative · entry 3

GEORGE WILLIAM III · CIK 0001205073 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 47,350

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2021 and were priced based on the average of the high and low stock price on April 1, 2021.

F5 · shares: Reflects forfeited shares related to the third and final vesting of restricted stock units granted on March 7, 2018.

F3 · price: Price is based on the average of the high and low stock price on April 1, 2021.

Read SEC document
April 01, 2021 Filed Apr 5, 2021 20:44 UTC
GEORGE WILLIAM IIIChief Financial Officer
Tax withholdingCommon Stock 885 $75.56 $66,870.60
Disclosure

SEC source: 0001179110-21-004194 · edgar.xml · nonDerivative · entry 2

GEORGE WILLIAM III · CIK 0001205073 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 47,934

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2021 and were priced based on the average of the high and low stock price on April 1, 2021.

F4 · shares: Reflects forfeited shares related to the second vesting of restricted stock units granted on March 6, 2019.

F3 · price: Price is based on the average of the high and low stock price on April 1, 2021.

Read SEC document
April 01, 2021 Filed Apr 5, 2021 20:44 UTC
GEORGE WILLIAM IIIChief Financial Officer
Tax withholdingCommon Stock 1,125 $75.56 $85,005.00
Disclosure

SEC source: 0001179110-21-004194 · edgar.xml · nonDerivative · entry 1

GEORGE WILLIAM III · CIK 0001205073 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 48,819

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2021 and were priced based on the average of the high and low stock price on April 1, 2021.

F2 · shares: Reflects forfeited shares related to the first vesting of restricted stock units granted on March 5, 2020.

F3 · price: Price is based on the average of the high and low stock price on April 1, 2021.

Read SEC document
April 01, 2021 Filed Apr 5, 2021 20:38 UTC
Howell Laura FinleyVP, General Counsel, Secretary
Tax withholdingCommon Stock 98 $75.56 $7,404.88
Disclosure

SEC source: 0001179110-21-004193 · edgar.xml · nonDerivative · entry 3

Howell Laura Finley · CIK 0001763667 · VP, General Counsel, Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,168

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2021 and were priced based on the average of the high and low stock price on April 1, 2021.

F5 · shares: Reflects forfeited shares related to the third and final vesting of restricted stock units granted on March 7, 2018.

F3 · price: Price is based on the average of the high and low stock price on April 1, 2021.

Read SEC document
April 01, 2021 Filed Apr 5, 2021 20:38 UTC
Howell Laura FinleyVP, General Counsel, Secretary
Tax withholdingCommon Stock 135 $75.56 $10,200.60
Disclosure

SEC source: 0001179110-21-004193 · edgar.xml · nonDerivative · entry 2

Howell Laura Finley · CIK 0001763667 · VP, General Counsel, Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,266

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2021 and were priced based on the average of the high and low stock price on April 1, 2021.

F4 · shares: Reflects forfeited shares related to the second vesting of restricted stock units granted on March 6, 2019.

F3 · price: Price is based on the average of the high and low stock price on April 1, 2021.

Read SEC document
April 01, 2021 Filed Apr 5, 2021 20:38 UTC
Howell Laura FinleyVP, General Counsel, Secretary
Tax withholdingCommon Stock 238 $75.56 $17,983.28
Disclosure

SEC source: 0001179110-21-004193 · edgar.xml · nonDerivative · entry 1

Howell Laura Finley · CIK 0001763667 · VP, General Counsel, Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,401

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2021 and were priced based on the average of the high and low stock price on April 1, 2021.

F2 · shares: Reflects forfeited shares related to the first vesting of restricted stock units granted on March 5, 2020.

F3 · price: Price is based on the average of the high and low stock price on April 1, 2021.

Read SEC document
March 12, 2021 Filed Mar 12, 2021 21:52 UTC
GEORGE WILLIAM IIIChief Financial Officer
GiftCommon Stock 3,250 $0.00 $0.00
Disclosure

SEC source: 0001179110-21-003355 · edgar.xml · nonDerivative · entry 4

GEORGE WILLIAM III · CIK 0001205073 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 49,944

F4 · kind: This transaction represents a charitable donation.

Read SEC document
March 11, 2021 Filed Mar 12, 2021 21:54 UTC
Lane Brian E.Director · President/Chief Executive Off.
Exercise / conversionOption to Buy · Derivative 27,407 $0.00 Strike: $30.36 $0.00
Disclosure

SEC source: 0001179110-21-003356 · edgar.xml · derivative · entry 8

Lane Brian E. · CIK 0001448240 · Director · President/Chief Executive Off.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 27,407 shares

Expires 2026-03-23

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F6 · derivative.exercise_date: Stock options were granted on 03/23/2016, vested equally over a three-year period, and were fully vested on 04/01/2019.

Read SEC document
March 11, 2021 Filed Mar 12, 2021 21:54 UTC
Lane Brian E.Director · President/Chief Executive Off.
Exercise / conversionOption to Buy · Derivative 14,547 $0.00 Strike: $19.67 $0.00
Disclosure

SEC source: 0001179110-21-003356 · edgar.xml · derivative · entry 7

Lane Brian E. · CIK 0001448240 · Director · President/Chief Executive Off.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 14,547 shares

Expires 2025-03-25

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F5 · derivative.exercise_date: Stock options were granted on 03/25/2015, vested equally over a three-year period, and were fully vested on 04/01/2018.

Read SEC document
March 11, 2021 Filed Mar 12, 2021 21:54 UTC
Lane Brian E.Director · President/Chief Executive Off.
SaleCommon Stock 41,954 $74.36 $3,119,837.89
Disclosure

SEC source: 0001179110-21-003356 · edgar.xml · nonDerivative · entry 6

Lane Brian E. · CIK 0001448240 · Director · President/Chief Executive Off.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 270,819

F4 · 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
March 11, 2021 Filed Mar 12, 2021 21:54 UTC
Lane Brian E.Director · President/Chief Executive Off.
Exercise / conversionCommon Stock 27,407 $30.36 $832,076.52
Disclosure

SEC source: 0001179110-21-003356 · edgar.xml · nonDerivative · entry 5

Lane Brian E. · CIK 0001448240 · Director · President/Chief Executive Off.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 312,773

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
March 11, 2021 Filed Mar 12, 2021 21:54 UTC
Lane Brian E.Director · President/Chief Executive Off.
Exercise / conversionCommon Stock 14,547 $19.67 $286,139.49
Disclosure

SEC source: 0001179110-21-003356 · edgar.xml · nonDerivative · entry 4

Lane Brian E. · CIK 0001448240 · Director · President/Chief Executive Off.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 285,366

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
March 11, 2021 Filed Mar 12, 2021 21:16 UTC
Howell Laura FinleyVP, General Counsel, Secretary
SaleCommon Stock 683 $75.50 $51,566.57
Disclosure

SEC source: 0001179110-21-003340 · edgar.xml · nonDerivative · entry 2

Howell Laura Finley · CIK 0001763667 · VP, General Counsel, Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,639

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
March 10, 2021 Filed Mar 12, 2021 21:54 UTC
Lane Brian E.Director · President/Chief Executive Off.
Tax withholdingCommon Stock 4,817 $74.70 $359,829.90
Disclosure

SEC source: 0001179110-21-003356 · edgar.xml · nonDerivative · entry 3

Lane Brian E. · CIK 0001448240 · Director · President/Chief Executive Off.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 270,819

F3 · shares: Forfeited shares are related to dollar-denominated performance restricted stock units that vested on March 10, 2021 and were priced based on the closing price of the Company common stock on March 10, 2021.

Read SEC document
March 10, 2021 Filed Mar 12, 2021 21:54 UTC
Lane Brian E.Director · President/Chief Executive Off.
GrantCommon Stock 12,242 $0.00 $0.00
Disclosure

SEC source: 0001179110-21-003356 · edgar.xml · nonDerivative · entry 2

Lane Brian E. · CIK 0001448240 · Director · President/Chief Executive Off.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 275,636

F2 · shares: Reflects dollar-denominated performance restricted stock units granted on March 7, 2018 that vested on March 10, 2021. These units vested as a result of the Company's 2018-2020 relative Total Shareholder Return and 2018-2020 Company average EPS - the applicable performance measures.

Read SEC document
March 10, 2021 Filed Mar 12, 2021 21:54 UTC
Lane Brian E.Director · President/Chief Executive Off.
GrantCommon Stock 15,903 $0.00 $0.00
Disclosure

SEC source: 0001179110-21-003356 · edgar.xml · nonDerivative · entry 1

Lane Brian E. · CIK 0001448240 · Director · President/Chief Executive Off.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 263,394

F1 · shares: Each restricted stock unit granted on March 10, 2021 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 10, 2021 Filed Mar 12, 2021 21:52 UTC
GEORGE WILLIAM IIIChief Financial Officer
Tax withholdingCommon Stock 2,127 $74.70 $158,886.90
Disclosure

SEC source: 0001179110-21-003355 · edgar.xml · nonDerivative · entry 3

GEORGE WILLIAM III · CIK 0001205073 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 53,194

F3 · shares: Forfeited shares are related to dollar-denominated performance restricted stock units that vested on March 10, 2021 and were priced based on the closing price of the Company's common stock on March 10, 2021.

Read SEC document
March 10, 2021 Filed Mar 12, 2021 21:52 UTC
GEORGE WILLIAM IIIChief Financial Officer
GrantCommon Stock 5,405 $0.00 $0.00
Disclosure

SEC source: 0001179110-21-003355 · edgar.xml · nonDerivative · entry 2

GEORGE WILLIAM III · CIK 0001205073 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 55,321

F2 · shares: Reflects dollar-denominated performance restricted stock units granted on March 7, 2018 that vested on March 10, 2021. These units vested as a result of the Company's 2018-2020 relative Total Shareholder Return and 2018-2020 Company average EPS - the applicable performance metrics.

Read SEC document
March 10, 2021 Filed Mar 12, 2021 21:52 UTC
GEORGE WILLIAM IIIChief Financial Officer
GrantCommon Stock 5,354 $0.00 $0.00
Disclosure

SEC source: 0001179110-21-003355 · edgar.xml · nonDerivative · entry 1

GEORGE WILLIAM III · CIK 0001205073 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 49,916

F1 · shares: Each restricted stock unit granted on March 10, 2021 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 10, 2021 Filed Mar 12, 2021 21:49 UTC
Trent T McKennaChief Operating Officer
Tax withholdingCommon Stock 1,166 $74.70 $87,100.20
Disclosure

SEC source: 0001179110-21-003351 · edgar.xml · nonDerivative · entry 3

Trent T McKenna · CIK 0001373205 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,402

F3 · shares: Forfeited shares are related to dollar-denominated performance restricted stock units that vested on March 10, 2021 and were priced based on the closing price of the Company's common stock on March 10, 2021.

Read SEC document
March 10, 2021 Filed Mar 12, 2021 21:49 UTC
Trent T McKennaChief Operating Officer
GrantCommon Stock 3,094 $0.00 $0.00
Disclosure

SEC source: 0001179110-21-003351 · edgar.xml · nonDerivative · entry 2

Trent T McKenna · CIK 0001373205 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,568

F2 · shares: Reflects dollar-denominated performance restricted stock units granted on March 7, 2018 that vested on March 10, 2021. These units vested as a result of the Company's 2018-2020 relative Total Shareholder Return and 2018-2020 Company average EPS - the applicable performance metrics.

Read SEC document
March 10, 2021 Filed Mar 12, 2021 21:49 UTC
Trent T McKennaChief Operating Officer
GrantCommon Stock 3,078 $0.00 $0.00
Disclosure

SEC source: 0001179110-21-003351 · edgar.xml · nonDerivative · entry 1

Trent T McKenna · CIK 0001373205 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,474

F1 · shares: Each restricted stock unit granted on March 10, 2021 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 10, 2021 Filed Mar 12, 2021 21:48 UTC
Shaeff JulieChief Accounting Officer
Tax withholdingCommon Stock 700 $74.70 $52,290.00
Disclosure

SEC source: 0001179110-21-003349 · edgar.xml · nonDerivative · entry 3

Shaeff Julie · CIK 0001319782 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,458

F3 · shares: Forfeited shares are related to dollar-denominated performance restricted stock units that vested on March 10, 2021 and were priced based on the closing price of the Company's common stock on March 10, 2021.

Read SEC document
March 10, 2021 Filed Mar 12, 2021 21:48 UTC
Shaeff JulieChief Accounting Officer
GrantCommon Stock 1,839 $0.00 $0.00
Disclosure

SEC source: 0001179110-21-003349 · edgar.xml · nonDerivative · entry 2

Shaeff Julie · CIK 0001319782 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,158

F2 · shares: Reflects dollar-denominated performance restricted stock units granted on March 7, 2018 that vested on March 10, 2021. These units vested as a result of the Company's 2018-2020 relative Total Shareholder Return and 2018-2020 Company average EPS - the applicable performance metrics.

Read SEC document
March 10, 2021 Filed Mar 12, 2021 21:48 UTC
Shaeff JulieChief Accounting Officer
GrantCommon Stock 1,697 $0.00 $0.00
Disclosure

SEC source: 0001179110-21-003349 · edgar.xml · nonDerivative · entry 1

Shaeff Julie · CIK 0001319782 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,319

F1 · shares: Each restricted stock unit granted on March 10, 2021 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 10, 2021 Filed Mar 12, 2021 21:18 UTC
Young Terrence AndrewSenior Vice President Service
GrantCommon Stock 1,335 $0.00 $0.00
Disclosure

SEC source: 0001179110-21-003342 · edgar.xml · nonDerivative · entry 1

Young Terrence Andrew · CIK 0001764103 · Senior Vice President Service

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,726

F1 · shares: Each restricted stock unit granted on March 10, 2021 represents a right to receive one share of common stock and will vest in equal installments over a three-year vesting schedule.

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March 10, 2021 Filed Mar 12, 2021 21:16 UTC
Howell Laura FinleyVP, General Counsel, Secretary
GrantCommon Stock 1,506 $0.00 $0.00
Disclosure

SEC source: 0001179110-21-003340 · edgar.xml · nonDerivative · entry 1

Howell Laura Finley · CIK 0001763667 · VP, General Counsel, Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,322

F1 · shares: Each restricted stock unit granted on March 10, 2021 represents a right to receive one share of common stock and will vest in equal installments over a three-year vesting schedule.

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March 09, 2021 Filed Mar 11, 2021 18:34 UTC
GEORGE WILLIAM IIIChief Financial Officer
Exercise / conversionOption to Buy · Derivative 7,500 $0.00 Strike: $16.15 $0.00
Disclosure

SEC source: 0001179110-21-003249 · edgar.xml · derivative · entry 5

GEORGE WILLIAM III · CIK 0001205073 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,286

Underlying: Common Stock · 7,500 shares

Expires 2024-03-19

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: Stock options were granted on 03/19/2014, vested ratably over a three-year period, and were fully vested on 04/01/2017.

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March 09, 2021 Filed Mar 11, 2021 18:34 UTC
GEORGE WILLIAM IIIChief Financial Officer
Exercise / conversionOption to Buy · Derivative 12,000 $0.00 Strike: $13.86 $0.00
Disclosure

SEC source: 0001179110-21-003249 · edgar.xml · derivative · entry 4

GEORGE WILLIAM III · CIK 0001205073 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 12,000 shares

Expires 2023-03-20

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_date: Stock options were granted on 03/20/2013, vested ratably over a three-year period, and were fully vested on 04/01/2016.

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March 09, 2021 Filed Mar 11, 2021 18:34 UTC
GEORGE WILLIAM IIIChief Financial Officer
SaleCommon Stock 19,500 $73.11 $1,425,643.05
Disclosure

SEC source: 0001179110-21-003249 · edgar.xml · nonDerivative · entry 3

GEORGE WILLIAM III · CIK 0001205073 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,562

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.

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March 09, 2021 Filed Mar 11, 2021 18:34 UTC
GEORGE WILLIAM IIIChief Financial Officer
Exercise / conversionCommon Stock 7,500 $16.15 $121,125.00
Disclosure

SEC source: 0001179110-21-003249 · edgar.xml · nonDerivative · entry 2

GEORGE WILLIAM III · CIK 0001205073 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 64,062

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

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March 09, 2021 Filed Mar 11, 2021 18:34 UTC
GEORGE WILLIAM IIIChief Financial Officer
Exercise / conversionCommon Stock 12,000 $13.86 $166,320.00
Disclosure

SEC source: 0001179110-21-003249 · edgar.xml · nonDerivative · entry 1

GEORGE WILLIAM III · CIK 0001205073 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 56,562

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

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March 04, 2021 Filed Mar 4, 2021 18:33 UTC
Tang Vance WDirector
GiftCommon Stock 400 $0.00 $0.00
Disclosure

SEC source: 0001179110-21-002848 · edgar.xml · nonDerivative · entry 3

Tang Vance W · CIK 0001479275 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 30,059

F3 · shares: This transaction represents a gift transfer to an immediate family member of the Reporting Person who does not share the same household as the Reporting Person.

F2 · ownership.nature: Shares held in The Tang Living Trust, dated October 3, 2014, for which the Reporting Person and his spouse are trustees.

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March 04, 2021 Filed Mar 4, 2021 18:33 UTC
Tang Vance WDirector
GiftCommon Stock 400 $0.00 $0.00
Disclosure

SEC source: 0001179110-21-002848 · edgar.xml · nonDerivative · entry 2

Tang Vance W · CIK 0001479275 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 30,459

F3 · shares: This transaction represents a gift transfer to an immediate family member of the Reporting Person who does not share the same household as the Reporting Person.

F2 · ownership.nature: Shares held in The Tang Living Trust, dated October 3, 2014, for which the Reporting Person and his spouse are trustees.

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March 03, 2021 Filed Mar 4, 2021 18:33 UTC
Tang Vance WDirector
SaleCommon Stock 2,000 $67.50 $135,000.00
Disclosure

SEC source: 0001179110-21-002848 · edgar.xml · nonDerivative · entry 1

Tang Vance W · CIK 0001479275 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 30,859

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 · ownership.nature: Shares held in The Tang Living Trust, dated October 3, 2014, for which the Reporting Person and his spouse are trustees.

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March 01, 2021 Filed Mar 1, 2021 19:58 UTC
MYERS FRANKLINDirector · Chairman of the Board
PurchaseCommon Stock 2,000 $64.82 $129,630.00
Disclosure

SEC source: 0001179110-21-002414 · edgar.xml · nonDerivative · entry 1

MYERS FRANKLIN · CIK 0001207002 · Director · Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 276,288

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

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February 01, 2021 Filed Feb 2, 2021 20:59 UTC
Krusi AlanDirector
SaleCommon Stock 2,000 $55.32 $110,645.40
Disclosure

SEC source: 0001179110-21-001026 · edgar.xml · nonDerivative · entry 1

Krusi Alan · CIK 0001429394 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 32,914

F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

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.

F3 · ownership.nature: Held by The Krusi Family Trust for which the Reporting Person and his spouse are trustees.

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