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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
April 17, 2020 Filed Apr 21, 2020 15:28 UTC
GEORGE WILLIAM IIIChief Financial Officer
Exercise / conversionOption to Buy · Derivative 4,000 $0.00 Strike: $13.87 $0.00
Disclosure

SEC source: 0001179110-20-004992 · edgar.xml · derivative · entry 2

GEORGE WILLIAM III · CIK 0001205073 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 4,000 shares

Expires 2021-03-24

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.

F1 · derivative.exercise_date: Stock options were granted on 03/24/2011, vested equally over a three-year period, and were fully vested on 04/01/2014.

Read SEC document
April 17, 2020 Filed Apr 21, 2020 15:28 UTC
GEORGE WILLIAM IIIChief Financial Officer
Exercise / conversionCommon Stock 4,000 $13.87 $55,480.00
Disclosure

SEC source: 0001179110-20-004992 · edgar.xml · nonDerivative · entry 1

GEORGE WILLIAM III · CIK 0001205073 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 69,424

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
April 01, 2020 Filed Apr 3, 2020 20:18 UTC
Lane Brian E.Director · President/Chief Executive Off.
Tax withholdingCommon Stock 1,091 $34.94 $38,114.09
Disclosure

SEC source: 0001179110-20-004624 · 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: 247,491

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2020 and were priced based on the average of the high and low stock price on April 1, 2020.

F5 · shares: Reflects forfeited shares related to the third and final vesting of restricted stock units granted on March 8, 2017.

F3 · price: Price is based on the average of the high and low stock price on April 1, 2020.

Read SEC document
April 01, 2020 Filed Apr 3, 2020 20:18 UTC
Lane Brian E.Director · President/Chief Executive Off.
Tax withholdingCommon Stock 1,324 $34.94 $46,253.94
Disclosure

SEC source: 0001179110-20-004624 · 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: 248,582

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2020 and were priced based on the average of the high and low stock price on April 1, 2020.

F4 · shares: Reflects forfeited shares related to the second 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, 2020.

Read SEC document
April 01, 2020 Filed Apr 3, 2020 20:18 UTC
Lane Brian E.Director · President/Chief Executive Off.
Tax withholdingCommon Stock 2,331 $34.94 $81,433.49
Disclosure

SEC source: 0001179110-20-004624 · 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: 249,906

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2020 and were priced based on the average of the high and low stock price on April 1, 2020.

F2 · shares: Reflects forfeited shares related to the first 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, 2020.

Read SEC document
April 01, 2020 Filed Apr 3, 2020 20:30 UTC
Shaeff JulieChief Accounting Officer
Tax withholdingCommon Stock 203 $34.94 $7,091.81
Disclosure

SEC source: 0001179110-20-004627 · edgar.xml · nonDerivative · entry 3

Shaeff Julie · CIK 0001319782 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,064

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2020 and were priced based on the average of the high and low stock price on April 1, 2020.

F5 · shares: Reflects forfeited shares related to the third and final vesting of restricted stock units granted on March 8, 2017.

F3 · price: Price is based on the average of the high and low stock price on April 1, 2020.

Read SEC document
April 01, 2020 Filed Apr 3, 2020 20:30 UTC
Shaeff JulieChief Accounting Officer
Tax withholdingCommon Stock 177 $34.94 $6,183.50
Disclosure

SEC source: 0001179110-20-004627 · edgar.xml · nonDerivative · entry 2

Shaeff Julie · CIK 0001319782 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,267

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2020 and were priced based on the average of the high and low stock price on April 1, 2020.

F4 · shares: Reflects forfeited shares related to the second 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, 2020.

Read SEC document
April 01, 2020 Filed Apr 3, 2020 20:30 UTC
Shaeff JulieChief Accounting Officer
Tax withholdingCommon Stock 275 $34.94 $9,607.13
Disclosure

SEC source: 0001179110-20-004627 · edgar.xml · nonDerivative · entry 1

Shaeff Julie · CIK 0001319782 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,444

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2020 and were priced based on the average of the high and low stock price on April 1, 2020.

F2 · shares: Reflects forfeited shares related to the first 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, 2020.

Read SEC document
April 01, 2020 Filed Apr 3, 2020 20:22 UTC
GEORGE WILLIAM IIIChief Financial Officer
Tax withholdingCommon Stock 647 $34.94 $22,602.95
Disclosure

SEC source: 0001179110-20-004625 · edgar.xml · nonDerivative · entry 3

GEORGE WILLIAM III · CIK 0001205073 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 65,424

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2020 and were priced based on the average of the high and low stock price on April 1, 2020.

F5 · shares: Reflects forfeited shares related to the third and final vesting of restricted stock units granted on March 8, 2017.

F3 · price: Price is based on the average of the high and low stock price on April 1, 2020.

Read SEC document
April 01, 2020 Filed Apr 3, 2020 20:22 UTC
GEORGE WILLIAM IIIChief Financial Officer
Tax withholdingCommon Stock 408 $34.94 $14,253.48
Disclosure

SEC source: 0001179110-20-004625 · edgar.xml · nonDerivative · entry 2

GEORGE WILLIAM III · CIK 0001205073 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 66,071

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2020 and were priced based on the average of the high and low stock price on April 1, 2020.

F4 · shares: Reflects forfeited shares related to the second 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, 2020.

Read SEC document
April 01, 2020 Filed Apr 3, 2020 20:22 UTC
GEORGE WILLIAM IIIChief Financial Officer
Tax withholdingCommon Stock 548 $34.94 $19,144.38
Disclosure

SEC source: 0001179110-20-004625 · edgar.xml · nonDerivative · entry 1

GEORGE WILLIAM III · CIK 0001205073 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 66,479

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2020 and were priced based on the average of the high and low stock price on April 1, 2020.

F2 · shares: Reflects forfeited shares related to the first 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, 2020.

Read SEC document
April 01, 2020 Filed Apr 3, 2020 20:15 UTC
Howell Laura FinleyVP, General Counsel, Secretary
Tax withholdingCommon Stock 65 $34.94 $2,270.78
Disclosure

SEC source: 0001179110-20-004622 · edgar.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,817

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2020 and were priced based on the average of the high and low stock price on April 1, 2020.

F5 · shares: Reflects forfeited shares related to the third and final vesting of restricted stock units granted on March 8, 2017.

F3 · price: Price is based on the average of the high and low stock price on April 1, 2020.

Read SEC document
April 01, 2020 Filed Apr 3, 2020 20:15 UTC
Howell Laura FinleyVP, General Counsel, Secretary
Tax withholdingCommon Stock 58 $34.94 $2,026.23
Disclosure

SEC source: 0001179110-20-004622 · edgar.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,882

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2020 and were priced based on the average of the high and low stock price on April 1, 2020.

F4 · shares: Reflects forfeited shares related to the second 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, 2020.

Read SEC document
April 01, 2020 Filed Apr 3, 2020 20:15 UTC
Howell Laura FinleyVP, General Counsel, Secretary
Tax withholdingCommon Stock 80 $34.94 $2,794.80
Disclosure

SEC source: 0001179110-20-004622 · edgar.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,940

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2020 and were priced based on the average of the high and low stock price on April 1, 2020.

F2 · shares: Reflects forfeited shares related to the first 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, 2020.

Read SEC document
March 05, 2020 Filed Mar 9, 2020 20:50 UTC
Young Terrence AndrewSenior Vice President Service
GrantCommon Stock 2,290 $0.00 $0.00
Disclosure

SEC source: 0001179110-20-003297 · edgar.xml · nonDerivative · entry 1

Young Terrence Andrew · CIK 0001764103 · Senior Vice President Service

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,391

F1 · shares: Each restricted stock unit granted on March 5, 2020 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 05, 2020 Filed Mar 9, 2020 20:51 UTC
Howell Laura FinleyVP, General Counsel, Secretary
GrantCommon Stock 1,882 $0.00 $0.00
Disclosure

SEC source: 0001179110-20-003298 · edgar.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,020

F1 · shares: Each restricted stock unit granted on March 5, 2020 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 05, 2020 Filed Mar 9, 2020 20:50 UTC
Shaeff JulieChief Accounting Officer
Tax withholdingCommon Stock 1,180 $42.24 $49,843.20
Disclosure

SEC source: 0001179110-20-003296 · edgar.xml · nonDerivative · entry 3

Shaeff Julie · CIK 0001319782 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,719

F3 · shares: Forfeited shares are related to dollar-denominated performance restricted stock units that vested on March 5, 2020 and were priced based on the closing price of the Company's common stock on March 5, 2020.

Read SEC document
March 05, 2020 Filed Mar 9, 2020 20:50 UTC
Shaeff JulieChief Accounting Officer
GrantCommon Stock 3,102 $0.00 $0.00
Disclosure

SEC source: 0001179110-20-003296 · edgar.xml · nonDerivative · entry 2

Shaeff Julie · CIK 0001319782 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,899

F2 · shares: Reflects dollar-denominated performance restricted stock units granted on March 8, 2017 that vested on March 5, 2020. These units vested as a result of the Company's 2017-2019 relative Total Shareholder Return and 2017-2019 Company average EPS - the applicable performance metrics.

Read SEC document
March 05, 2020 Filed Mar 9, 2020 20:50 UTC
Shaeff JulieChief Accounting Officer
GrantCommon Stock 2,907 $0.00 $0.00
Disclosure

SEC source: 0001179110-20-003296 · edgar.xml · nonDerivative · entry 1

Shaeff Julie · CIK 0001319782 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,797

F1 · shares: Each restricted stock unit granted on March 5, 2020 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 05, 2020 Filed Mar 9, 2020 20:44 UTC
GEORGE WILLIAM IIIChief Financial Officer
Tax withholdingCommon Stock 2,159 $42.24 $91,196.16
Disclosure

SEC source: 0001179110-20-003292 · edgar.xml · nonDerivative · entry 3

GEORGE WILLIAM III · CIK 0001205073 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 67,027

F3 · shares: Forfeited shares are related to dollar-denominated performance restricted stock units that vested on March 5, 2020 and were priced based on the closing price of the Company's common stock on March 5, 2020.

Read SEC document
March 05, 2020 Filed Mar 9, 2020 20:44 UTC
GEORGE WILLIAM IIIChief Financial Officer
GrantCommon Stock 8,870 $0.00 $0.00
Disclosure

SEC source: 0001179110-20-003292 · edgar.xml · nonDerivative · entry 2

GEORGE WILLIAM III · CIK 0001205073 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 69,186

F2 · shares: Reflects dollar-denominated performance restricted stock units granted on March 8, 2017 that vested on March 5, 2020. These units vested as a result of the Company's 2017-2019 relative Total Shareholder Return and 2017-2019 Company average EPS - the applicable performance metrics.

Read SEC document
March 05, 2020 Filed Mar 9, 2020 20:44 UTC
GEORGE WILLIAM IIIChief Financial Officer
GrantCommon Stock 8,575 $0.00 $0.00
Disclosure

SEC source: 0001179110-20-003292 · edgar.xml · nonDerivative · entry 1

GEORGE WILLIAM III · CIK 0001205073 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 60,316

F1 · shares: Each restricted stock unit granted on March 5, 2020 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 05, 2020 Filed Mar 9, 2020 20:43 UTC
Lane Brian E.Director · President/Chief Executive Off.
Tax withholdingCommon Stock 5,858 $42.24 $247,441.92
Disclosure

SEC source: 0001179110-20-003289 · 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: 252,237

F3 · shares: Forfeited shares are related to dollar-denominated performance restricted stock units that vested on March 5, 2020 and were priced based on the closing price of the Company common stock on March 5, 2020.

Read SEC document
March 05, 2020 Filed Mar 9, 2020 20:43 UTC
Lane Brian E.Director · President/Chief Executive Off.
GrantCommon Stock 14,948 $0.00 $0.00
Disclosure

SEC source: 0001179110-20-003289 · 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: 258,095

F2 · shares: Reflects dollar-denominated performance restricted stock units granted on March 8, 2017 that vested on March 5, 2020. These units vested as a result of the Company's 2017-2019 relative Total Shareholder Return and 2017-2019 Company average EPS - the applicable performance measures.

Read SEC document
March 05, 2020 Filed Mar 9, 2020 20:43 UTC
Lane Brian E.Director · President/Chief Executive Off.
GrantCommon Stock 22,638 $0.00 $0.00
Disclosure

SEC source: 0001179110-20-003289 · 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: 243,147

F1 · shares: Each restricted stock unit granted on March 5, 2020 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
February 03, 2020 Filed Feb 5, 2020 00:09 UTC
Krusi AlanDirector
SaleCommon Stock 2,000 $47.12 $94,241.00
Disclosure

SEC source: 0001179110-20-001073 · edgar.xml · nonDerivative · entry 1

Krusi Alan · CIK 0001429394 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 36,126

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
December 10, 2019 Filed Dec 11, 2019 22:13 UTC
MYERS FRANKLINDirector · Chairman of the Board
PurchaseCommon Stock 2,500 $48.76 $121,887.50
Disclosure

SEC source: 0001179110-19-012660 · edgar.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 262,500

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.

Read SEC document
December 03, 2019 Filed Dec 4, 2019 15:32 UTC
MYERS FRANKLINDirector · Chairman of the Board
PurchaseCommon Stock 5,000 $49.49 $247,428.00
Disclosure

SEC source: 0001179110-19-012307 · edgar.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 260,000

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.

Read SEC document
November 22, 2019 Filed Nov 25, 2019 17:08 UTC
Krusi AlanDirector
SaleCommon Stock 2,000 $50.30 $100,594.60
Disclosure

SEC source: 0001179110-19-012035 · edgar.xml · nonDerivative · entry 1

Krusi Alan · CIK 0001429394 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 38,126

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
November 13, 2019 Filed Feb 5, 2020 19:23 UTC
Tang Vance WDirector
GiftCommon Stock 3,000 $0.00 $0.00
Disclosure

SEC source: 0001179110-20-001114 · edgar.xml · nonDerivative · entry 1

Tang Vance W · CIK 0001479275 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 20,871

F1 · shares: This transaction represents a charitable donation.

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
November 11, 2019 Filed Nov 12, 2019 16:47 UTC
Lane Brian E.Director · President/Chief Executive Off.
Exercise / conversionOption to Buy · Derivative 20,949 $0.00 Strike: $13.86 $0.00
Disclosure

SEC source: 0001179110-19-011605 · edgar.xml · derivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,476

Underlying: Common Stock · 20,949 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 equally over a three-year period, and were fully vested on 04/01/2016.

Read SEC document
November 11, 2019 Filed Nov 12, 2019 16:47 UTC
Lane Brian E.Director · President/Chief Executive Off.
SaleCommon Stock 20,949 $50.79 $1,064,083.51
Disclosure

SEC source: 0001179110-19-011605 · 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: 220,509

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
November 11, 2019 Filed Nov 12, 2019 16:47 UTC
Lane Brian E.Director · President/Chief Executive Off.
Exercise / conversionCommon Stock 20,949 $13.86 $290,353.14
Disclosure

SEC source: 0001179110-19-011605 · 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: 241,458

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
November 08, 2019 Filed Nov 12, 2019 16:47 UTC
Lane Brian E.Director · President/Chief Executive Off.
Exercise / conversionOption to Buy · Derivative 4,051 $0.00 Strike: $13.86 $0.00
Disclosure

SEC source: 0001179110-19-011605 · edgar.xml · derivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 40,425

Underlying: Common Stock · 4,051 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 equally over a three-year period, and were fully vested on 04/01/2016.

Read SEC document
November 08, 2019 Filed Nov 12, 2019 16:47 UTC
Lane Brian E.Director · President/Chief Executive Off.
SaleCommon Stock 4,051 $50.92 $206,272.46
Disclosure

SEC source: 0001179110-19-011605 · 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: 220,509

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
November 08, 2019 Filed Nov 12, 2019 16:47 UTC
Lane Brian E.Director · President/Chief Executive Off.
Exercise / conversionCommon Stock 4,051 $13.86 $56,146.86
Disclosure

SEC source: 0001179110-19-011605 · 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: 224,560

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
November 05, 2019 Filed Feb 5, 2020 19:24 UTC
GEORGE WILLIAM IIIChief Financial Officer
GiftCommon Stock 5,721 $0.00 $0.00
Disclosure

SEC source: 0001179110-20-001115 · edgar.xml · nonDerivative · entry 1

GEORGE WILLIAM III · CIK 0001205073 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 51,741

F1 · shares: This transaction represents a charitable donation.

Read SEC document
November 01, 2019 Filed Nov 4, 2019 16:13 UTC
Tang Vance WDirector
SaleCommon Stock 3,453 $51.45 $177,656.85
Disclosure

SEC source: 0001179110-19-011367 · edgar.xml · nonDerivative · entry 1

Tang Vance W · CIK 0001479275 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By trust

Disclosed balance after: 23,871

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
September 12, 2019 Filed Sep 12, 2019 21:01 UTC
GEORGE WILLIAM IIIChief Financial Officer
PurchaseCommon Stock 1,000 $40.59 $40,593.00
Disclosure

SEC source: 0001179110-19-010294 · edgar.xml · nonDerivative · entry 1

GEORGE WILLIAM III · CIK 0001205073 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 57,462

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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September 06, 2019 Filed Sep 9, 2019 14:19 UTC
MYERS FRANKLINDirector · Chairman of the Board
PurchaseCommon Stock 5,000 $38.00 $190,000.00
Disclosure

SEC source: 0001179110-19-010179 · edgar.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 255,000

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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August 14, 2019 Filed Aug 15, 2019 14:28 UTC
GEORGE WILLIAM IIIChief Financial Officer
PurchaseCommon Stock 1,000 $37.47 $37,470.00
Disclosure

SEC source: 0001179110-19-009528 · edgar.xml · nonDerivative · entry 1

GEORGE WILLIAM III · CIK 0001205073 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 56,462

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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August 01, 2019 Filed Aug 1, 2019 18:51 UTC
MYERS FRANKLINDirector · Chairman of the Board
PurchaseCommon Stock 5,500 $41.89 $230,399.95
Disclosure

SEC source: 0001179110-19-008953 · edgar.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 250,000

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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July 29, 2019 Filed Jul 29, 2019 22:35 UTC
Howell Laura FinleyVP, General Counsel, Secretary
PurchaseCommon Stock 500 $43.28 $21,640.00
Disclosure

SEC source: 0001179110-19-008880 · edgar.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,138

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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July 29, 2019 Filed Jul 30, 2019 14:57 UTC
GEORGE WILLIAM IIIChief Financial Officer
PurchaseCommon Stock 2,500 $41.39 $103,462.50
Disclosure

SEC source: 0001179110-19-008881 · edgar.xml · nonDerivative · entry 1

GEORGE WILLIAM III · CIK 0001205073 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 55,462

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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May 22, 2019 Filed May 23, 2019 15:57 UTC
MYERS FRANKLINDirector · Chairman of the Board
PurchaseCommon Stock 1,738 $49.45 $85,943.93
Disclosure

SEC source: 0001179110-19-006566 · edgar.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 244,500

F2 · 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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May 22, 2019 Filed May 23, 2019 15:52 UTC PurchaseCommon Stock 1,000 $49.38 $49,377.40
Disclosure

SEC source: 0001179110-19-006564 · edgar.xml · nonDerivative · entry 2

Mercado, Pablo G. · CIK 0001535246 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,262

F2 · 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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May 21, 2019 Filed May 23, 2019 15:57 UTC
MYERS FRANKLINDirector · Chairman of the Board
GrantCommon Stock 3,262 $0.00 $0.00
Disclosure

SEC source: 0001179110-19-006566 · edgar.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 242,762

F1 · price: Shares granted pursuant to the 2017 Omnibus Incentive Plan as approved by the 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 $160,000 as rounded down 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.

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May 21, 2019 Filed May 23, 2019 15:38 UTC GrantCommon Stock 3,262 $0.00 $0.00
Disclosure

SEC source: 0001179110-19-006558 · edgar.xml · nonDerivative · entry 1

Skidmore Constance Ellen · CIK 0001563462 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,126

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 $160,000 as rounded down 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.

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May 21, 2019 Filed May 23, 2019 15:54 UTC
Krusi AlanDirector
GrantCommon Stock 3,262 $0.00 $0.00
Disclosure

SEC source: 0001179110-19-006565 · edgar.xml · nonDerivative · entry 1

Krusi Alan · CIK 0001429394 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By trust

Disclosed balance after: 40,126

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 $160,000 as rounded down 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: Shares held in The Krusi Family Trust for which the Reporting Person and his spouse are trustees.

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May 21, 2019 Filed May 23, 2019 15:52 UTC GrantCommon Stock 3,262 $0.00 $0.00
Disclosure

SEC source: 0001179110-19-006564 · edgar.xml · nonDerivative · entry 1

Mercado, Pablo G. · CIK 0001535246 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,262

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 $160,000 as rounded down 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.

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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.