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 |
|---|---|---|---|---|---|---|
| October 30, 2017 Filed Oct 31, 2017 20:35 UTC |
Shaeff JulieChief Accounting Officer
|
Exercise / conversionCommon Stock | 1,001 | $13.15 | $13,163.15 |
DisclosureSEC source: 0001179110-17-013585 · edgar.xml · nonDerivative · entry 1 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,472 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 |
| August 01, 2017 Filed Aug 1, 2017 20:01 UTC |
Krusi AlanDirector
|
SaleCommon Stock | 2,000 | $33.85 | $67,700.00 |
DisclosureSEC source: 0001179110-17-010872 · edgar.xml · nonDerivative · entry 1 Krusi Alan · CIK 0001429394 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 47,411 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 |
| July 31, 2017 Filed Jul 31, 2017 20:16 UTC |
MYERS FRANKLINDirector · Chairman of the Board
|
PurchaseCommon Stock | 5,482 | $33.58 | $184,085.56 |
DisclosureSEC source: 0001179110-17-010820 · edgar.xml · nonDerivative · entry 1 MYERS FRANKLIN · CIK 0001207002 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 205,000 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 |
| May 23, 2017 Filed May 24, 2017 14:37 UTC |
Krusi AlanDirector
|
GrantCommon Stock | 4,018 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-007891 · edgar.xml · nonDerivative · entry 1 Krusi Alan · CIK 0001429394 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 49,411 F1 · price: Shares granted pursuant to the 2012 Equity Incentive Plan as approved by stockholders on May 17, 2012. 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 $140,000 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. Read SEC document |
| May 23, 2017 Filed May 24, 2017 14:34 UTC |
Tang Vance WDirector
|
GrantCommon Stock | 4,018 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-007890 · edgar.xml · nonDerivative · entry 1 Tang Vance W · CIK 0001479275 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 26,827 F1 · price: Shares granted pursuant to the 2012 Equity Incentive Plan as approved by stockholders on May 17, 2012. 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 $140,000 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 23, 2017 Filed May 24, 2017 14:33 UTC |
ANDERSON DARCYDirector
|
GrantCommon Stock | 4,018 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-007889 · edgar.xml · nonDerivative · entry 1 ANDERSON DARCY · CIK 0001199361 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,352 F1 · price: Shares granted pursuant to the 2012 Equity Incentive Plan as approved by stockholders on May 17, 2012. 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 $140,000 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 23, 2017 Filed May 24, 2017 14:31 UTC |
BULLS HERMAN EDirector
|
GrantCommon Stock | 4,018 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-007888 · edgar.xml · nonDerivative · entry 1 BULLS HERMAN E · CIK 0001205068 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,620 F1 · price: Shares granted pursuant to the 2012 Equity Incentive Plan as approved by stockholders on May 17, 2012. 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 $140,000 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 23, 2017 Filed May 24, 2017 14:30 UTC |
MYERS FRANKLINDirector · Chairman of the Board
|
GrantCommon Stock | 4,018 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-007887 · edgar.xml · nonDerivative · entry 1 MYERS FRANKLIN · CIK 0001207002 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,518 F1 · price: Shares granted pursuant to the 2012 Equity Incentive Plan as approved by stockholders on May 17, 2012. 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 $140,000 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 23, 2017 Filed May 24, 2017 14:28 UTC |
SCHULTZ JAMES HDirector
|
GrantCommon Stock | 4,018 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-007886 · edgar.xml · nonDerivative · entry 1 SCHULTZ JAMES H · CIK 0001205077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,411 F1 · price: Shares granted pursuant to the 2012 Equity Incentive Plan as approved by stockholders on May 17, 2012. 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 $140,000 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 23, 2017 Filed May 24, 2017 14:25 UTC |
Skidmore Constance EllenDirector
|
GrantCommon Stock | 4,018 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-007885 · edgar.xml · nonDerivative · entry 1 Skidmore Constance Ellen · CIK 0001563462 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,411 F1 · price: Shares granted pursuant to the 2012 Equity Incentive Plan as approved by stockholders on May 17, 2012. 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 $140,000 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 03, 2017 Filed May 3, 2017 20:04 UTC |
MYERS FRANKLINDirector · Chairman of the Board
|
PurchaseCommon Stock | 4,000 | $35.39 | $141,560.00 |
DisclosureSEC source: 0001179110-17-006475 · edgar.xml · nonDerivative · entry 1 MYERS FRANKLIN · CIK 0001207002 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,500 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 02, 2017 Filed May 3, 2017 20:07 UTC |
GEORGE WILLIAM IIIChief Financial Officer
|
Exercise / conversionOption to Buy · Derivative | 16,454 | $0.00 Strike: $11.21 | $0.00 |
DisclosureSEC source: 0001179110-17-006479 · edgar.xml · derivative · entry 8 GEORGE WILLIAM III · CIK 0001205073 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 16,454 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 3/26/2015. Read SEC document |
| May 02, 2017 Filed May 3, 2017 20:07 UTC |
GEORGE WILLIAM IIIChief Financial Officer
|
Exercise / conversionOption to Buy · Derivative | 3,000 | $0.00 Strike: $12.46 | $0.00 |
DisclosureSEC source: 0001179110-17-006479 · edgar.xml · derivative · entry 7 GEORGE WILLIAM III · CIK 0001205073 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 3,000 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. F3 · derivative.exercise_date: Stock options were granted on 3/25/2010, vested equally over a three-year period, and were fully vested on 3/25/2013. Read SEC document |
| May 02, 2017 Filed May 3, 2017 20:07 UTC |
GEORGE WILLIAM IIIChief Financial Officer
|
Exercise / conversionOption to Buy · Derivative | 3,000 | $0.00 Strike: $13.15 | $0.00 |
DisclosureSEC source: 0001179110-17-006479 · edgar.xml · derivative · entry 6 GEORGE WILLIAM III · CIK 0001205073 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,000 shares Expires 2018-03-26 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 3/26/2008; vested equally over a three-year period, and were fully vested on 3/26/2011. Read SEC document |
| May 02, 2017 Filed May 3, 2017 20:07 UTC |
GEORGE WILLIAM IIIChief Financial Officer
|
SaleCommon Stock | 5,942 | $36.80 | $218,665.60 |
DisclosureSEC source: 0001179110-17-006479 · edgar.xml · nonDerivative · entry 5 GEORGE WILLIAM III · CIK 0001205073 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,120 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 Officer of the General Counsel. Read SEC document |
| May 02, 2017 Filed May 3, 2017 20:07 UTC |
GEORGE WILLIAM IIIChief Financial Officer
|
SaleCommon Stock | 22,454 | $36.47 | $818,897.38 |
DisclosureSEC source: 0001179110-17-006479 · edgar.xml · nonDerivative · entry 4 GEORGE WILLIAM III · CIK 0001205073 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,062 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 Officer of the General Counsel. Read SEC document |
| May 02, 2017 Filed May 3, 2017 20:07 UTC |
GEORGE WILLIAM IIIChief Financial Officer
|
Exercise / conversionCommon Stock | 16,454 | $11.21 | $184,449.34 |
DisclosureSEC source: 0001179110-17-006479 · edgar.xml · nonDerivative · entry 3 GEORGE WILLIAM III · CIK 0001205073 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,516 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 02, 2017 Filed May 3, 2017 20:07 UTC |
GEORGE WILLIAM IIIChief Financial Officer
|
Exercise / conversionCommon Stock | 3,000 | $12.46 | $37,380.00 |
DisclosureSEC source: 0001179110-17-006479 · edgar.xml · nonDerivative · entry 2 GEORGE WILLIAM III · CIK 0001205073 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,062 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. Read SEC document |
| May 02, 2017 Filed May 3, 2017 20:07 UTC |
GEORGE WILLIAM IIIChief Financial Officer
|
Exercise / conversionCommon Stock | 3,000 | $13.15 | $39,450.00 |
DisclosureSEC source: 0001179110-17-006479 · edgar.xml · nonDerivative · entry 1 GEORGE WILLIAM III · CIK 0001205073 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,062 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. Read SEC document |
| April 27, 2017 Filed Apr 28, 2017 16:33 UTC |
Krusi AlanDirector
|
SaleCommon Stock | 3,000 | $36.22 | $108,660.00 |
DisclosureSEC source: 0001179110-17-006244 · edgar.xml · nonDerivative · entry 1 Krusi Alan · CIK 0001429394 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 45,393 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 03, 2017 Filed Apr 5, 2017 20:40 UTC |
Shaeff JulieChief Accounting Officer
|
Tax withholdingCommon Stock | 228 | $35.97 | $8,201.16 |
DisclosureSEC source: 0001179110-17-005774 · edgar.xml · nonDerivative · entry 3 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,471 F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2017 and were priced based on the average of the high and low stock price on April 3, 2017. F5 · shares: Reflects forfeited shares related to the first 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 3, 2017. Read SEC document |
| April 03, 2017 Filed Apr 5, 2017 20:40 UTC |
Shaeff JulieChief Accounting Officer
|
Tax withholdingCommon Stock | 356 | $35.97 | $12,805.32 |
DisclosureSEC source: 0001179110-17-005774 · edgar.xml · nonDerivative · entry 2 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,699 F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2017 and were priced based on the average of the high and low stock price on April 3, 2017. F4 · shares: Reflects forfeited shares related to the second 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 3, 2017. Read SEC document |
| April 03, 2017 Filed Apr 5, 2017 20:40 UTC |
Shaeff JulieChief Accounting Officer
|
Tax withholdingCommon Stock | 429 | $35.97 | $15,431.13 |
DisclosureSEC source: 0001179110-17-005774 · edgar.xml · nonDerivative · entry 1 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,055 F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2017 and were priced based on the average of the high and low stock price on April 3, 2017. F2 · shares: Reflects forfeited shares related to the third and final vesting of restricted stock units granted on March 19, 2014. F3 · price: Price is based on the average of the high and low stock price on April 3, 2017. Read SEC document |
| April 03, 2017 Filed Apr 5, 2017 20:42 UTC |
GEORGE WILLIAM IIIChief Financial Officer
|
Tax withholdingCommon Stock | 706 | $35.97 | $25,394.82 |
DisclosureSEC source: 0001179110-17-005775 · edgar.xml · nonDerivative · entry 3 GEORGE WILLIAM III · CIK 0001205073 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,062 F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2017 and were priced based on the average of the high and low stock price on April 3, 2017. F5 · shares: Reflects forfeited shares related to the first 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 3, 2017. Read SEC document |
| April 03, 2017 Filed Apr 5, 2017 20:42 UTC |
GEORGE WILLIAM IIIChief Financial Officer
|
Tax withholdingCommon Stock | 1,073 | $35.97 | $38,595.81 |
DisclosureSEC source: 0001179110-17-005775 · edgar.xml · nonDerivative · entry 2 GEORGE WILLIAM III · CIK 0001205073 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,768 F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2017 and were priced based on the average of the high and low stock price on April 3, 2017. F4 · shares: Reflects forfeited shares related to the second 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 3, 2017. Read SEC document |
| April 03, 2017 Filed Apr 5, 2017 20:42 UTC |
GEORGE WILLIAM IIIChief Financial Officer
|
Tax withholdingCommon Stock | 1,281 | $35.97 | $46,077.57 |
DisclosureSEC source: 0001179110-17-005775 · edgar.xml · nonDerivative · entry 1 GEORGE WILLIAM III · CIK 0001205073 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,841 F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2017 and were priced based on the average of the high and low stock price on April 3, 2017. F2 · shares: Reflects forfeited shares related to the third and final vesting of restricted stock units granted on March 19, 2014. F3 · price: Price is based on the average of the high and low stock price on April 3, 2017. Read SEC document |
| April 03, 2017 Filed Apr 5, 2017 20:38 UTC |
Trent T McKennaSrVP, General Counsel and Secy
|
Tax withholdingCommon Stock | 402 | $35.97 | $14,459.94 |
DisclosureSEC source: 0001179110-17-005772 · 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: 45,914 F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2017 and were priced based on the average of the high and low stock price on April 3, 2017. F5 · shares: Reflects forfeited shares related to the first 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 3, 2017. Read SEC document |
| April 03, 2017 Filed Apr 5, 2017 20:38 UTC |
Trent T McKennaSrVP, General Counsel and Secy
|
Tax withholdingCommon Stock | 621 | $35.97 | $22,337.37 |
DisclosureSEC source: 0001179110-17-005772 · 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: 46,316 F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2017 and were priced based on the average of the high and low stock price on April 3, 2017. F4 · shares: Reflects forfeited shares related to the second 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 3, 2017. Read SEC document |
| April 03, 2017 Filed Apr 5, 2017 20:38 UTC |
Trent T McKennaSrVP, General Counsel and Secy
|
Tax withholdingCommon Stock | 695 | $35.97 | $24,999.15 |
DisclosureSEC source: 0001179110-17-005772 · 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: 46,937 F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2017 and were priced based on the average of the high and low stock price on April 3, 2017. F2 · shares: Reflects forfeited shares related to the third and final vesting of restricted stock units granted on March 19, 2014. F3 · price: Price is based on the average of the high and low stock price on April 3, 2017. Read SEC document |
| April 03, 2017 Filed Apr 5, 2017 20:39 UTC |
Lane Brian E.Director · President/Chief Executive Off.
|
Tax withholdingCommon Stock | 1,295 | $35.97 | $46,581.15 |
DisclosureSEC source: 0001179110-17-005773 · 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: 183,632 F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2017 and were priced based on the average of the high and low stock price on April 3, 2017. F5 · shares: Reflects forfeited shares related to the first 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 3, 2017. Read SEC document |
| April 03, 2017 Filed Apr 5, 2017 20:39 UTC |
Lane Brian E.Director · President/Chief Executive Off.
|
Tax withholdingCommon Stock | 1,871 | $35.97 | $67,299.87 |
DisclosureSEC source: 0001179110-17-005773 · 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: 184,927 F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2017 and were priced based on the average of the high and low stock price on April 3, 2017. F4 · shares: Reflects forfeited shares related to the second 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 3, 2017. Read SEC document |
| April 03, 2017 Filed Apr 5, 2017 20:39 UTC |
Lane Brian E.Director · President/Chief Executive Off.
|
Tax withholdingCommon Stock | 2,007 | $35.97 | $72,191.79 |
DisclosureSEC source: 0001179110-17-005773 · 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: 186,798 F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2017 and were priced based on the average of the high and low stock price on April 3, 2017. F2 · shares: Reflects forfeited shares related to the third and final vesting of restricted stock units granted on March 19, 2014. F3 · price: Price is based on the average of the high and low stock price on April 3, 2017. Read SEC document |
| March 09, 2017 Filed Mar 10, 2017 22:14 UTC |
Lane Brian E.Director · President/Chief Executive Off.
|
Exercise / conversionOption to Buy · Derivative | 11,369 | $0.00 Strike: $13.15 | $0.00 |
DisclosureSEC source: 0001179110-17-004434 · 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 · 11,369 shares Expires 2018-03-26 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. F7 · derivative.exercise_date: Stock options were granted on 3/26/2008, vested equally over a three-year period, and were fully vested on 4/1/2011. Read SEC document |
| March 09, 2017 Filed Mar 10, 2017 22:14 UTC |
Lane Brian E.Director · President/Chief Executive Off.
|
SaleCommon Stock | 11,369 | $35.49 | $403,485.81 |
DisclosureSEC source: 0001179110-17-004434 · 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: 188,805 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 09, 2017 Filed Mar 10, 2017 22:14 UTC |
Lane Brian E.Director · President/Chief Executive Off.
|
Exercise / conversionCommon Stock | 11,369 | $13.15 | $149,502.35 |
DisclosureSEC source: 0001179110-17-004434 · 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: 200,174 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 08, 2017 Filed Mar 10, 2017 22:21 UTC |
Trent T McKennaSrVP, General Counsel and Secy
|
GrantEmployee Stock Option (Right to Buy) · Derivative | 9,076 | $0.00 Strike: $36.25 | $0.00 |
DisclosureSEC source: 0001179110-17-004438 · edgar.xml · derivative · entry 4 Trent T McKenna · CIK 0001373205 · SrVP, General Counsel and Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,076 Underlying: Common Stock · 9,076 shares Expires 2027-03-08 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 08, 2017 Filed Mar 10, 2017 22:21 UTC |
Trent T McKennaSrVP, General Counsel and Secy
|
Tax withholdingCommon Stock | 1,889 | $36.25 | $68,476.25 |
DisclosureSEC source: 0001179110-17-004438 · 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: 47,632 F3 · shares: Forfeited shares are related to dollar-denominated performance restricted stock units that vested on March 8, 2017 and were priced based on the closing price of the Company's common stock on March 8, 2017. Read SEC document |
| March 08, 2017 Filed Mar 10, 2017 22:21 UTC |
Trent T McKennaSrVP, General Counsel and Secy
|
GrantCommon Stock | 4,822 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-004438 · 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: 49,521 F2 · shares: Reflects dollar-denominated performance restricted stock units granted on March 19, 2014 that vested on March 8, 2017. These units vested as a result of the Company's 2014-2016 relative Total Shareholder Return and 2014-2016 Company average EPS - the applicable performance measures. Read SEC document |
| March 08, 2017 Filed Mar 10, 2017 22:21 UTC |
Trent T McKennaSrVP, General Counsel and Secy
|
GrantCommon Stock | 2,904 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-004438 · 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: 44,699 F1 · shares: Each restricted stock unit granted on March 8, 2017 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 08, 2017 Filed Mar 10, 2017 22:24 UTC |
Shaeff JulieChief Accounting Officer
|
GrantEmployee Stock Option (Right to Buy) · Derivative | 5,393 | $0.00 Strike: $36.25 | $0.00 |
DisclosureSEC source: 0001179110-17-004443 · edgar.xml · derivative · entry 4 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,393 Underlying: Common Stock · 5,393 shares Expires 2027-03-08 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 08, 2017 Filed Mar 10, 2017 22:24 UTC |
Shaeff JulieChief Accounting Officer
|
Tax withholdingCommon Stock | 1,174 | $36.25 | $42,557.50 |
DisclosureSEC source: 0001179110-17-004443 · edgar.xml · nonDerivative · entry 3 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,484 F3 · shares: Forfeited shares are related to dollar-denominated performance restricted stock units that vested on March 8, 2017 and were priced based on the closing price of the Company's common stock on March 8, 2017. Read SEC document |
| March 08, 2017 Filed Mar 10, 2017 22:24 UTC |
Shaeff JulieChief Accounting Officer
|
GrantCommon Stock | 3,045 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-004443 · edgar.xml · nonDerivative · entry 2 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,658 F2 · shares: Reflects dollar-denominated performance restricted stock units granted on March 19, 2014 that vested on March 8, 2017. These units vested as a result of the Company's 2014-2016 relative Total Shareholder Return and 2014-2016 Company average EPS - the applicable performance measures. Read SEC document |
| March 08, 2017 Filed Mar 10, 2017 22:24 UTC |
Shaeff JulieChief Accounting Officer
|
GrantCommon Stock | 1,726 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-004443 · edgar.xml · nonDerivative · entry 1 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,613 F1 · shares: Each restricted stock unit granted on March 8, 2017 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 08, 2017 Filed Mar 10, 2017 22:16 UTC |
GEORGE WILLIAM IIIChief Financial Officer
|
GrantEmployee Stock Option (Right to Buy) · Derivative | 15,422 | $0.00 Strike: $36.25 | $0.00 |
DisclosureSEC source: 0001179110-17-004435 · edgar.xml · derivative · entry 5 GEORGE WILLIAM III · CIK 0001205073 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,422 Underlying: Common Stock · 15,422 shares Expires 2027-03-08 F5 · derivative.exercise_date: Stock options vest in equal installments over a three-year vesting schedule. F6 · 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 08, 2017 Filed Mar 10, 2017 22:16 UTC |
GEORGE WILLIAM IIIChief Financial Officer
|
Tax withholdingCommon Stock | 3,479 | $36.25 | $126,113.75 |
DisclosureSEC source: 0001179110-17-004435 · edgar.xml · nonDerivative · entry 4 GEORGE WILLIAM III · CIK 0001205073 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,122 F4 · shares: Forfeited shares are related to dollar-denominated performance restricted stock units that vested on March 8, 2017 and were priced based on the closing price of the Company's common stock on March 8, 2017. Read SEC document |
| March 08, 2017 Filed Mar 10, 2017 22:16 UTC |
GEORGE WILLIAM IIIChief Financial Officer
|
GrantCommon Stock | 8,528 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-004435 · edgar.xml · nonDerivative · entry 3 GEORGE WILLIAM III · CIK 0001205073 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,601 F3 · shares: Reflects dollar-denominated performance restricted stock units granted on March 19, 2014 that vested on March 8, 2017. These units vested as a result of the Company's 2014-2016 relative Total Shareholder Return and 2014-2016 Company average EPS - the applicable performance measures. Read SEC document |
| March 08, 2017 Filed Mar 10, 2017 22:16 UTC |
GEORGE WILLIAM IIIChief Financial Officer
|
GrantCommon Stock | 4,935 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-004435 · edgar.xml · nonDerivative · entry 2 GEORGE WILLIAM III · CIK 0001205073 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,073 F2 · shares: Each restricted stock unit granted on March 8, 2017 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 08, 2017 Filed Mar 10, 2017 22:14 UTC |
Lane Brian E.Director · President/Chief Executive Off.
|
GrantEmployee Stock Option (Right to Buy) · Derivative | 25,988 | $0.00 Strike: $36.25 | $0.00 |
DisclosureSEC source: 0001179110-17-004434 · 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: 25,988 Underlying: Common Stock · 25,988 shares Expires 2027-03-08 F5 · derivative.exercise_date: Stock options vest in equal installments over a three-year vesting schedule. F6 · 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 08, 2017 Filed Mar 10, 2017 22:14 UTC |
Lane Brian E.Director · President/Chief Executive Off.
|
Tax withholdingCommon Stock | 5,276 | $36.25 | $191,255.00 |
DisclosureSEC source: 0001179110-17-004434 · 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: 188,805 F3 · shares: Forfeited shares are related to dollar-denominated performance restricted stock units that vested on March 8, 2017 and were priced based on the closing price of the Company's common stock on March 8, 2017. Read SEC document |
| March 08, 2017 Filed Mar 10, 2017 22:14 UTC |
Lane Brian E.Director · President/Chief Executive Off.
|
GrantCommon Stock | 12,691 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-004434 · 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: 194,081 F2 · shares: Reflects dollar-denominated performance restricted stock units granted on March 19, 2014 that vested on March 8, 2017. These units vested as a result of the Company's 2014-2016 relative Total Shareholder Return and 2014-2016 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.