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
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 1 |
| Dec 2025 | 0 | 2 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 7 |
| Mar 2026 | 0 | 3 |
| Apr 2026 | 0 | 2 |
| May 2026 | 0 | 6 |
| Jun 2026 | 0 | 1 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 4 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
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 date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 22, 2018 Filed May 23, 2018 18:57 UTC |
ANDERSON DARCYDirector
|
GrantCommon Stock | 3,453 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-007408 · edgar.xml · nonDerivative · entry 1 ANDERSON DARCY · CIK 0001199361 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,805 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. Read SEC document |
| May 22, 2018 Filed May 23, 2018 18:56 UTC |
Tang Vance WDirector
|
GrantCommon Stock | 3,453 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-007407 · edgar.xml · nonDerivative · entry 2 Tang Vance W · CIK 0001479275 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 29,080 F3 · 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 Tang Living Trust, dated October 3, 2014, for which the Reporting Person and his spouse are trustees. Read SEC document |
| May 22, 2018 Filed May 23, 2018 18:56 UTC |
MYERS FRANKLINDirector · Chairman of the Board
|
GrantCommon Stock | 3,453 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-007406 · edgar.xml · nonDerivative · entry 2 MYERS FRANKLIN · CIK 0001207002 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 221,953 F2 · 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. Read SEC document |
| May 22, 2018 Filed May 23, 2018 18:56 UTC |
MYERS FRANKLINDirector · Chairman of the Board
|
PurchaseCommon Stock | 3,500 | $46.38 | $162,330.00 |
DisclosureSEC source: 0001179110-18-007406 · edgar.xml · nonDerivative · entry 1 MYERS FRANKLIN · CIK 0001207002 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 218,500 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 |
| May 17, 2018 Filed May 23, 2018 18:56 UTC |
Tang Vance WDirector
|
GiftCommon Stock | 1,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-007407 · edgar.xml · nonDerivative · entry 1 Tang Vance W · CIK 0001479275 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 25,627 F1 · kind: 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 |
| May 07, 2018 Filed May 9, 2018 16:29 UTC |
Shaeff JulieChief Accounting Officer
|
Exercise / conversionOption to Buy · Derivative | 2,000 | $0.00 Strike: $19.67 | $0.00 |
DisclosureSEC source: 0001179110-18-006447 · edgar.xml · derivative · entry 15 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,030 Underlying: Common Stock · 2,000 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. F8 · derivative.exercise_date: Stock options were granted on 3/25/2015, vested equally over a three-year period, and were fully vested on 4/1/2018. Read SEC document |
| May 07, 2018 Filed May 9, 2018 16:29 UTC |
Shaeff JulieChief Accounting Officer
|
Exercise / conversionOption to Buy · Derivative | 1,000 | $0.00 Strike: $16.15 | $0.00 |
DisclosureSEC source: 0001179110-18-006447 · edgar.xml · derivative · entry 14 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,567 Underlying: Common Stock · 1,000 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. F7 · derivative.exercise_date: Stock options were granted on 3/19/2014, vested equally over a three-year period, and were fully vested on 4/1/2017. Read SEC document |
| May 07, 2018 Filed May 9, 2018 16:29 UTC |
Shaeff JulieChief Accounting Officer
|
Exercise / conversionOption to Buy · Derivative | 500 | $0.00 Strike: $13.86 | $0.00 |
DisclosureSEC source: 0001179110-18-006447 · edgar.xml · derivative · entry 13 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,174 Underlying: Common Stock · 500 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. F6 · derivative.exercise_date: Stock options were granted on 3/20/2013, vested equally over a three-year period, and were fully vested on 4/1/2016. Read SEC document |
| May 07, 2018 Filed May 9, 2018 16:29 UTC |
Shaeff JulieChief Accounting Officer
|
Exercise / conversionOption to Buy · Derivative | 500 | $0.00 Strike: $11.21 | $0.00 |
DisclosureSEC source: 0001179110-18-006447 · edgar.xml · derivative · entry 12 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,519 Underlying: Common Stock · 500 shares Expires 2022-03-26 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 3/26/2012, vested equally over a three-year period, and were fully vested on 4/1/2015. Read SEC document |
| May 07, 2018 Filed May 9, 2018 16:29 UTC |
Shaeff JulieChief Accounting Officer
|
Exercise / conversionOption to Buy · Derivative | 500 | $0.00 Strike: $13.87 | $0.00 |
DisclosureSEC source: 0001179110-18-006447 · edgar.xml · derivative · entry 11 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,166 Underlying: Common Stock · 500 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. F4 · derivative.exercise_date: Stock options were granted on 3/24/2011, vested equally over a three-year period, and were fully vested on 4/1/2014. Read SEC document |
| May 07, 2018 Filed May 9, 2018 16:29 UTC |
Shaeff JulieChief Accounting Officer
|
Exercise / conversionOption to Buy · Derivative | 800 | $0.00 Strike: $12.46 | $0.00 |
DisclosureSEC source: 0001179110-18-006447 · edgar.xml · derivative · entry 10 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 999 Underlying: Common Stock · 800 shares Expires 2020-03-25 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. F3 · derivative.exercise_date: Stock options were granted on 3/25/2010, vested equally over a three-year period, and were fully vested on 4/1/2013. Read SEC document |
| May 07, 2018 Filed May 9, 2018 16:29 UTC |
Shaeff JulieChief Accounting Officer
|
Exercise / conversionOption to Buy · Derivative | 1,008 | $0.00 Strike: $11.00 | $0.00 |
DisclosureSEC source: 0001179110-18-006447 · edgar.xml · derivative · entry 9 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,008 shares Expires 2019-03-26 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 3/26/2009, vested equally over a three-year period, and were fully vested on 4/1/2012. Read SEC document |
| May 07, 2018 Filed May 9, 2018 16:29 UTC |
Shaeff JulieChief Accounting Officer
|
SaleCommon Stock | 9,719 | $42.64 | $414,418.16 |
DisclosureSEC source: 0001179110-18-006447 · edgar.xml · nonDerivative · entry 8 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,600 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, 2018 Filed May 9, 2018 16:29 UTC |
Shaeff JulieChief Accounting Officer
|
Exercise / conversionCommon Stock | 2,000 | $19.67 | $39,340.00 |
DisclosureSEC source: 0001179110-18-006447 · edgar.xml · nonDerivative · entry 7 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,319 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 |
| May 07, 2018 Filed May 9, 2018 16:29 UTC |
Shaeff JulieChief Accounting Officer
|
Exercise / conversionCommon Stock | 1,000 | $16.15 | $16,150.00 |
DisclosureSEC source: 0001179110-18-006447 · edgar.xml · nonDerivative · entry 6 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,319 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 |
| May 07, 2018 Filed May 9, 2018 16:29 UTC |
Shaeff JulieChief Accounting Officer
|
Exercise / conversionCommon Stock | 500 | $13.86 | $6,930.00 |
DisclosureSEC source: 0001179110-18-006447 · edgar.xml · nonDerivative · entry 5 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,319 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 |
| May 07, 2018 Filed May 9, 2018 16:29 UTC |
Shaeff JulieChief Accounting Officer
|
Exercise / conversionCommon Stock | 500 | $11.21 | $5,605.00 |
DisclosureSEC source: 0001179110-18-006447 · edgar.xml · nonDerivative · entry 4 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,819 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 |
| May 07, 2018 Filed May 9, 2018 16:29 UTC |
Shaeff JulieChief Accounting Officer
|
Exercise / conversionCommon Stock | 500 | $13.87 | $6,935.00 |
DisclosureSEC source: 0001179110-18-006447 · edgar.xml · nonDerivative · entry 3 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,319 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 |
| May 07, 2018 Filed May 9, 2018 16:29 UTC |
Shaeff JulieChief Accounting Officer
|
Exercise / conversionCommon Stock | 800 | $12.46 | $9,968.00 |
DisclosureSEC source: 0001179110-18-006447 · edgar.xml · nonDerivative · entry 2 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,819 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 |
| May 07, 2018 Filed May 9, 2018 16:29 UTC |
Shaeff JulieChief Accounting Officer
|
Exercise / conversionCommon Stock | 1,008 | $11.00 | $11,088.00 |
DisclosureSEC source: 0001179110-18-006447 · edgar.xml · nonDerivative · entry 1 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,019 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 |
| May 01, 2018 Filed May 1, 2018 21:32 UTC |
GEORGE WILLIAM IIIChief Financial Officer
|
Exercise / conversionOption to Buy · Derivative | 11,500 | $0.00 Strike: $11.21 | $0.00 |
DisclosureSEC source: 0001179110-18-005991 · edgar.xml · derivative · entry 10 GEORGE WILLIAM III · CIK 0001205073 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,500 Underlying: Common Stock · 11,500 shares Expires 2022-03-26 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. F4 · derivative.exercise_date: Stock options were granted on 3/26/2012, vested equally over a three-year period, and were fully vested on 4/1/2015. Read SEC document |
| May 01, 2018 Filed May 1, 2018 21:32 UTC |
GEORGE WILLIAM IIIChief Financial Officer
|
Exercise / conversionOption to Buy · Derivative | 10,151 | $0.00 Strike: $13.87 | $0.00 |
DisclosureSEC source: 0001179110-18-005991 · edgar.xml · derivative · entry 9 GEORGE WILLIAM III · CIK 0001205073 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,000 Underlying: Common Stock · 10,151 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. F3 · derivative.exercise_date: Stock options were granted on 3/24/2011, vested equally over a three-year period, and were fully vested on 4/1/2014. Read SEC document |
| May 01, 2018 Filed May 1, 2018 21:32 UTC |
GEORGE WILLIAM IIIChief Financial Officer
|
Exercise / conversionOption to Buy · Derivative | 2,000 | $0.00 Strike: $12.46 | $0.00 |
DisclosureSEC source: 0001179110-18-005991 · edgar.xml · derivative · entry 8 GEORGE WILLIAM III · CIK 0001205073 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 Underlying: Common Stock · 2,000 shares Expires 2020-03-25 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. F2 · derivative.exercise_date: Stock options were granted on 3/25/2010, vested equally over a three-year period, and were fully vested on 4/1/2013. Read SEC document |
| May 01, 2018 Filed May 1, 2018 21:32 UTC |
GEORGE WILLIAM IIIChief Financial Officer
|
SaleCommon Stock | 23,651 | $41.85 | $989,794.35 |
DisclosureSEC source: 0001179110-18-005991 · edgar.xml · nonDerivative · entry 6 GEORGE WILLIAM III · CIK 0001205073 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,675 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 01, 2018 Filed May 1, 2018 21:32 UTC |
GEORGE WILLIAM IIIChief Financial Officer
|
Exercise / conversionCommon Stock | 11,500 | $11.21 | $128,915.00 |
DisclosureSEC source: 0001179110-18-005991 · edgar.xml · nonDerivative · entry 5 GEORGE WILLIAM III · CIK 0001205073 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,326 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 |
| May 01, 2018 Filed May 1, 2018 21:32 UTC |
GEORGE WILLIAM IIIChief Financial Officer
|
Exercise / conversionCommon Stock | 10,151 | $13.87 | $140,794.37 |
DisclosureSEC source: 0001179110-18-005991 · edgar.xml · nonDerivative · entry 4 GEORGE WILLIAM III · CIK 0001205073 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,826 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 |
| May 01, 2018 Filed May 1, 2018 21:32 UTC |
GEORGE WILLIAM IIIChief Financial Officer
|
Exercise / conversionCommon Stock | 2,000 | $12.46 | $24,920.00 |
DisclosureSEC source: 0001179110-18-005991 · edgar.xml · nonDerivative · entry 3 GEORGE WILLIAM III · CIK 0001205073 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,675 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 |
| May 01, 2018 Filed May 1, 2018 20:05 UTC |
Krusi AlanDirector
|
SaleCommon Stock | 2,000 | $41.49 | $82,980.00 |
DisclosureSEC source: 0001179110-18-005970 · edgar.xml · nonDerivative · entry 1 Krusi Alan · CIK 0001429394 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 41,411 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 |
| April 30, 2018 Filed May 1, 2018 21:32 UTC |
GEORGE WILLIAM IIIChief Financial Officer
|
Exercise / conversionOption to Buy · Derivative | 6,000 | $0.00 Strike: $12.46 | $0.00 |
DisclosureSEC source: 0001179110-18-005991 · edgar.xml · derivative · entry 7 GEORGE WILLIAM III · CIK 0001205073 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 Underlying: Common Stock · 6,000 shares Expires 2020-03-25 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. F2 · derivative.exercise_date: Stock options were granted on 3/25/2010, vested equally over a three-year period, and were fully vested on 4/1/2013. Read SEC document |
| April 30, 2018 Filed May 1, 2018 21:32 UTC |
GEORGE WILLIAM IIIChief Financial Officer
|
SaleCommon Stock | 6,000 | $42.43 | $254,580.00 |
DisclosureSEC source: 0001179110-18-005991 · edgar.xml · nonDerivative · entry 2 GEORGE WILLIAM III · CIK 0001205073 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,675 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, 2018 Filed May 1, 2018 21:32 UTC |
GEORGE WILLIAM IIIChief Financial Officer
|
Exercise / conversionCommon Stock | 6,000 | $12.46 | $74,760.00 |
DisclosureSEC source: 0001179110-18-005991 · edgar.xml · nonDerivative · entry 1 GEORGE WILLIAM III · CIK 0001205073 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,675 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 30, 2018 Filed May 1, 2018 20:07 UTC |
Lane Brian E.Director · President/Chief Executive Off.
|
Exercise / conversionOption to Buy · Derivative | 25,000 | $0.00 Strike: $11.21 | $0.00 |
DisclosureSEC source: 0001179110-18-005971 · edgar.xml · derivative · entry 3 Lane Brian E. · CIK 0001448240 · Director · President/Chief Executive Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,247 Underlying: Common Stock · 25,000 shares Expires 2022-03-26 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 3/26/2012, vested equally over a three-year period, and were fully vested on 4/1/2015. Read SEC document |
| April 30, 2018 Filed May 1, 2018 20:07 UTC |
Lane Brian E.Director · President/Chief Executive Off.
|
SaleCommon Stock | 25,000 | $42.32 | $1,058,000.00 |
DisclosureSEC source: 0001179110-18-005971 · 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: 198,846 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, 2018 Filed May 1, 2018 20:07 UTC |
Lane Brian E.Director · President/Chief Executive Off.
|
Exercise / conversionCommon Stock | 25,000 | $11.21 | $280,250.00 |
DisclosureSEC source: 0001179110-18-005971 · 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: 223,846 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 02, 2018 Filed Apr 4, 2018 20:21 UTC |
Lane Brian E.Director · President/Chief Executive Off.
|
Tax withholdingCommon Stock | 1,756 | $40.68 | $71,434.08 |
DisclosureSEC source: 0001179110-18-005394 · 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: 198,846 F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2018 and were priced based on the average of the high and low stock price on April 2, 2018. F5 · shares: Reflects forfeited shares related to the third and final vesting of restricted stock units granted on March 25, 2015. F3 · price: Price is based on the average of the high and low stock price on April 2, 2018. Read SEC document |
| April 02, 2018 Filed Apr 4, 2018 20:21 UTC |
Lane Brian E.Director · President/Chief Executive Off.
|
Tax withholdingCommon Stock | 1,215 | $40.68 | $49,426.20 |
DisclosureSEC source: 0001179110-18-005394 · 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: 200,602 F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2018 and were priced based on the average of the high and low stock price on April 2, 2018. F4 · shares: Reflects forfeited shares related to the second vesting of restricted stock units granted on March 23, 2016. F3 · price: Price is based on the average of the high and low stock price on April 2, 2018. Read SEC document |
| April 02, 2018 Filed Apr 4, 2018 20:21 UTC |
Lane Brian E.Director · President/Chief Executive Off.
|
Tax withholdingCommon Stock | 1,091 | $40.68 | $44,381.88 |
DisclosureSEC source: 0001179110-18-005394 · 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: 201,817 F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2018 and were priced based on the average of the high and low stock price on April 2, 2018. F2 · shares: Reflects forfeited shares related to the first 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 2, 2018. Read SEC document |
| April 02, 2018 Filed Apr 4, 2018 20:21 UTC |
GEORGE WILLIAM IIIChief Financial Officer
|
Tax withholdingCommon Stock | 1,070 | $40.68 | $43,527.60 |
DisclosureSEC source: 0001179110-18-005393 · edgar.xml · nonDerivative · entry 3 GEORGE WILLIAM III · CIK 0001205073 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,675 F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2018 and were priced based on the average of the high and low stock price on April 2, 2018. F5 · shares: Reflects forfeited shares related to the third and final vesting of restricted stock units granted on March 25, 2015. F3 · price: Price is based on the average of the high and low stock price on April 2, 2018. Read SEC document |
| April 02, 2018 Filed Apr 4, 2018 20:21 UTC |
GEORGE WILLIAM IIIChief Financial Officer
|
Tax withholdingCommon Stock | 671 | $40.68 | $27,296.28 |
DisclosureSEC source: 0001179110-18-005393 · edgar.xml · nonDerivative · entry 2 GEORGE WILLIAM III · CIK 0001205073 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,745 F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2018 and were priced based on the average of the high and low stock price on April 2, 2018. F4 · shares: Reflects forfeited shares related to the second vesting of restricted stock units granted on March 23, 2016. F3 · price: Price is based on the average of the high and low stock price on April 2, 2018. Read SEC document |
| April 02, 2018 Filed Apr 4, 2018 20:21 UTC |
GEORGE WILLIAM IIIChief Financial Officer
|
Tax withholdingCommon Stock | 593 | $40.68 | $24,123.24 |
DisclosureSEC source: 0001179110-18-005393 · edgar.xml · nonDerivative · entry 1 GEORGE WILLIAM III · CIK 0001205073 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,416 F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2018 and were priced based on the average of the high and low stock price on April 2, 2018. F2 · shares: Reflects forfeited shares related to the first 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 2, 2018. Read SEC document |
| April 02, 2018 Filed Apr 4, 2018 20:20 UTC |
Trent T McKennaSrVP, General Counsel and Secy
|
Tax withholdingCommon Stock | 602 | $40.68 | $24,489.36 |
DisclosureSEC source: 0001179110-18-005392 · edgar.xml · nonDerivative · entry 3 Trent T McKenna · CIK 0001373205 · SrVP, General Counsel and Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,341 F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2018 and were priced based on the average of the high and low stock price on April 2, 2018. F5 · shares: Reflects forfeited shares related to the third and final vesting of restricted stock units granted on March 25, 2015. F3 · price: Price is based on the average of the high and low stock price on April 2, 2018. Read SEC document |
| April 02, 2018 Filed Apr 4, 2018 20:20 UTC |
Trent T McKennaSrVP, General Counsel and Secy
|
Tax withholdingCommon Stock | 396 | $40.68 | $16,109.28 |
DisclosureSEC source: 0001179110-18-005392 · edgar.xml · nonDerivative · entry 2 Trent T McKenna · CIK 0001373205 · SrVP, General Counsel and Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,943 F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2018 and were priced based on the average of the high and low stock price on April 2, 2018. F4 · shares: Reflects forfeited shares related to the second vesting of restricted stock units granted on March 23, 2016. F3 · price: Price is based on the average of the high and low stock price on April 2, 2018. Read SEC document |
| April 02, 2018 Filed Apr 4, 2018 20:20 UTC |
Trent T McKennaSrVP, General Counsel and Secy
|
Tax withholdingCommon Stock | 337 | $40.68 | $13,709.16 |
DisclosureSEC source: 0001179110-18-005392 · edgar.xml · nonDerivative · entry 1 Trent T McKenna · CIK 0001373205 · SrVP, General Counsel and Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,339 F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2018 and were priced based on the average of the high and low stock price on April 2, 2018. F2 · shares: Reflects forfeited shares related to the first 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 2, 2018. Read SEC document |
| April 02, 2018 Filed Apr 4, 2018 20:20 UTC |
Shaeff JulieChief Accounting Officer
|
Tax withholdingCommon Stock | 363 | $40.68 | $14,766.84 |
DisclosureSEC source: 0001179110-18-005391 · edgar.xml · nonDerivative · entry 3 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,011 F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2018 and were priced based on the average of the high and low stock price on April 2, 2018. F5 · shares: Reflects forfeited shares related to the third and final vesting of restricted stock units granted on March 25, 2015. F3 · price: Price is based on the average of the high and low stock price on April 2, 2018. Read SEC document |
| April 02, 2018 Filed Apr 4, 2018 20:20 UTC |
Shaeff JulieChief Accounting Officer
|
Tax withholdingCommon Stock | 242 | $40.68 | $9,844.56 |
DisclosureSEC source: 0001179110-18-005391 · edgar.xml · nonDerivative · entry 2 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,374 F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2018 and were priced based on the average of the high and low stock price on April 2, 2018. F4 · shares: Reflects forfeited shares related to the second vesting of restricted stock units granted on March 23, 2016. F3 · price: Price is based on the average of the high and low stock price on April 2, 2018. Read SEC document |
| April 02, 2018 Filed Apr 4, 2018 20:20 UTC |
Shaeff JulieChief Accounting Officer
|
Tax withholdingCommon Stock | 207 | $40.68 | $8,420.76 |
DisclosureSEC source: 0001179110-18-005391 · edgar.xml · nonDerivative · entry 1 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,616 F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2018 and were priced based on the average of the high and low stock price on April 2, 2018. F2 · shares: Reflects forfeited shares related to the first 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 2, 2018. Read SEC document |
| March 07, 2018 Filed Mar 7, 2018 17:18 UTC |
MYERS FRANKLINDirector · Chairman of the Board
|
PurchaseCommon Stock | 2,500 | $41.85 | $104,625.00 |
DisclosureSEC source: 0001179110-18-003734 · edgar.xml · nonDerivative · entry 1 MYERS FRANKLIN · CIK 0001207002 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 215,000 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 |
| March 07, 2018 Filed Mar 9, 2018 19:52 UTC |
Shaeff JulieChief Accounting Officer
|
GrantEmployee Stock Option (Right to Buy) · Derivative | 4,939 | $0.00 Strike: $42.50 | $0.00 |
DisclosureSEC source: 0001179110-18-003944 · edgar.xml · derivative · entry 4 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,939 Underlying: Common Stock · 4,939 shares Expires 2028-03-07 F4 · derivative.exercise_date: Stock options vest in equal installments over a three-year vesting schedule. F5 · derivative.expiration_date: Stock options will expire at the earlier of ten years from the date of grant or three months following termination of employment. Read SEC document |
| March 07, 2018 Filed Mar 9, 2018 19:52 UTC |
Shaeff JulieChief Accounting Officer
|
Tax withholdingCommon Stock | 1,260 | $42.50 | $53,550.00 |
DisclosureSEC source: 0001179110-18-003944 · edgar.xml · nonDerivative · entry 3 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,823 F3 · shares: Forfeited shares are related to dollar-denominated performance restricted stock units that vested on March 7, 2018 and were priced based on the closing price of the Company's common stock on March 7, 2018. Read SEC document |
| March 07, 2018 Filed Mar 9, 2018 19:52 UTC |
Shaeff JulieChief Accounting Officer
|
GrantCommon Stock | 3,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-003944 · edgar.xml · nonDerivative · entry 2 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,083 F2 · shares: Reflects dollar-denominated performance restricted stock units granted on March 25, 2015 that vested on March 7, 2018. These units vested as a result of the Company's 2015-2017 relative Total Shareholder Return and 2015-2017 Company average EPS - the applicable performance metrics. 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.