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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
June 09, 2025 Filed Jun 11, 2025 20:21 UTC SaleCommon Stock 2,500 $500.01 $1,250,015.00
Disclosure

SEC source: 0001415889-25-016662 · form4-06112025_080646.xml · nonDerivative · entry 1

BULLS HERMAN E · CIK 0001205068 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,574

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

Read SEC document
June 06, 2025 Filed Jun 9, 2025 13:25 UTC SaleCommon Stock 8,000 $506.82 $4,054,588.80
Disclosure

SEC source: 0001415889-25-016141 · form4-06092025_090601.xml · nonDerivative · entry 1

ANDERSON DARCY · CIK 0001199361 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,535

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

Read SEC document
June 02, 2025 Filed Jun 4, 2025 13:25 UTC
MYERS FRANKLINDirector · CHAIRMAN OF THE BOARD
GiftCommon Stock 500 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-015494 · form4-06042025_090601.xml · nonDerivative · entry 1

MYERS FRANKLIN · CIK 0001207002 · Director · CHAIRMAN OF THE BOARD

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 104,993

F1 · kind: This transaction represents a charitable donation.

Read SEC document
May 16, 2025 Filed May 20, 2025 14:15 UTC GrantCommon Stock 342 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-013758 · form4-05202025_100519.xml · nonDerivative · entry 1

Wallis-Lage Cindy L. · CIK 0001862680 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 5,713

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

Read SEC document
May 16, 2025 Filed May 20, 2025 14:15 UTC GrantCommon Stock 342 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-013756 · form4-05202025_100514.xml · nonDerivative · entry 1

SANDBROOK WILLIAM J · CIK 0001527678 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,866

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

Read SEC document
May 16, 2025 Filed May 20, 2025 14:15 UTC GrantCommon Stock 342 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-013757 · form4-05202025_100517.xml · nonDerivative · entry 1

Skidmore Constance Ellen · CIK 0001563462 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,627

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 16, 2025 Filed May 20, 2025 14:15 UTC GrantCommon Stock 342 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-013755 · form4-05202025_100512.xml · nonDerivative · entry 1

Mercado, Pablo G. · CIK 0001535246 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,578

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 16, 2025 Filed May 20, 2025 14:15 UTC GrantCommon Stock 342 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-013754 · form4-05202025_100510.xml · nonDerivative · entry 1

Kapoor Gaurav · CIK 0001693758 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 727

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

Read SEC document
May 16, 2025 Filed May 20, 2025 14:15 UTC GrantCommon Stock 342 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-013752 · form4-05202025_100506.xml · nonDerivative · entry 1

BULLS HERMAN E · CIK 0001205068 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,074

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 16, 2025 Filed May 20, 2025 14:15 UTC GrantCommon Stock 342 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-013753 · form4-05202025_100508.xml · nonDerivative · entry 1

Hardy Rhoman J · CIK 0001936828 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,126.916

F1 · price: Shares granted pursuant to the 2017 Omnibus Incentive Plan as approved by stockholders on May 23, 2017. Non-employee directors are given an annual grant of Comfort Systems USA Common Stock following election or reelection at the Company's annual stockholders' meeting. This year's grant is equal to $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 16, 2025 Filed May 20, 2025 14:15 UTC GrantCommon Stock 342 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-013751 · form4-05202025_100504.xml · nonDerivative · entry 1

ANDERSON DARCY · CIK 0001199361 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,535

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 16, 2025 Filed May 20, 2025 14:15 UTC
MYERS FRANKLINDirector · CHAIRMAN OF THE BOARD
GrantCommon Stock 342 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-013750 · form4-05202025_100501.xml · nonDerivative · entry 1

MYERS FRANKLIN · CIK 0001207002 · Director · CHAIRMAN OF THE BOARD

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 105,493

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 13, 2025 Filed May 14, 2025 14:35 UTC
GEORGE WILLIAM IIICHIEF FINANCIAL OFFICER
Exercise / conversionOption to Buy · Derivative 12,500 $0.00 Strike: $36.25 $0.00
Disclosure

SEC source: 0001415889-25-012851 · form4-05142025_020533.xml · derivative · entry 3

GEORGE WILLIAM III · CIK 0001205073 · CHIEF FINANCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,922

Underlying: Common Stock · 12,500 shares

Expires 2027-03-08

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 03/08/2017, vested ratably over a three-year period, and were fully vested on 04/01/2020.

Read SEC document
May 13, 2025 Filed May 14, 2025 14:35 UTC
GEORGE WILLIAM IIICHIEF FINANCIAL OFFICER
SaleCommon Stock 12,500 $470.11 $5,876,422.50
Disclosure

SEC source: 0001415889-25-012851 · form4-05142025_020533.xml · nonDerivative · entry 2

GEORGE WILLIAM III · CIK 0001205073 · CHIEF FINANCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,473

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 13, 2025 Filed May 14, 2025 14:35 UTC
GEORGE WILLIAM IIICHIEF FINANCIAL OFFICER
Exercise / conversionCommon Stock 12,500 $36.25 $453,125.00
Disclosure

SEC source: 0001415889-25-012851 · form4-05142025_020533.xml · nonDerivative · entry 1

GEORGE WILLIAM III · CIK 0001205073 · CHIEF FINANCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 59,973

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 12, 2025 Filed May 13, 2025 20:07 UTC SaleCommon Stock 1,000 $452.98 $452,979.60
Disclosure

SEC source: 0001415889-25-012764 · form4-05132025_080534.xml · nonDerivative · entry 1

Skidmore Constance Ellen · CIK 0001563462 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,285

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, 2025 Filed May 9, 2025 13:28 UTC
Lane Brian E.Director · PRESIDENT/CHIEF EXECUTIVE OFF.
SaleCommon Stock 15,000 $431.66 $6,474,874.50
Disclosure

SEC source: 0001415889-25-012425 · form4-05092025_010555.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 198,046

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, 2025 Filed May 9, 2025 13:27 UTC SaleCommon Stock 3,000 $431.66 $1,294,989.00
Disclosure

SEC source: 0001415889-25-012422 · form4-05092025_010522.xml · nonDerivative · entry 1

ANDERSON DARCY · CIK 0001199361 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,193

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 06, 2025 Filed May 14, 2025 21:25 UTC
MYERS FRANKLINDirector · CHAIRMAN OF THE BOARD
GiftCommon Stock 47 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-012924 · form4-05142025_050501.xml · nonDerivative · entry 3

MYERS FRANKLIN · CIK 0001207002 · Director · CHAIRMAN OF THE BOARD

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 105,151

F1 · kind: This transaction represents a charitable donation.

Read SEC document
May 06, 2025 Filed May 14, 2025 21:25 UTC
MYERS FRANKLINDirector · CHAIRMAN OF THE BOARD
GiftCommon Stock 300 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-012924 · form4-05142025_050501.xml · nonDerivative · entry 2

MYERS FRANKLIN · CIK 0001207002 · Director · CHAIRMAN OF THE BOARD

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 105,198

F1 · kind: This transaction represents a charitable donation.

Read SEC document
May 06, 2025 Filed May 14, 2025 21:25 UTC
MYERS FRANKLINDirector · CHAIRMAN OF THE BOARD
GiftCommon Stock 1,000 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-012924 · form4-05142025_050501.xml · nonDerivative · entry 1

MYERS FRANKLIN · CIK 0001207002 · Director · CHAIRMAN OF THE BOARD

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 105,498

F1 · kind: This transaction represents a charitable donation.

Read SEC document
May 05, 2025 Filed May 6, 2025 16:47 UTC SaleCommon Stock 1,800 $436.10 $784,980.18
Disclosure

SEC source: 0001415889-25-012073 · form4-05062025_040549.xml · nonDerivative · entry 1

Mercado, Pablo G. · CIK 0001535246 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,236

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, 2025 Filed May 2, 2025 14:04 UTC
Tang Vance WDirector
SaleCommon Stock 500 $422.00 $211,000.00
Disclosure

SEC source: 0001415889-25-011725 · form4-05022025_020546.xml · nonDerivative · entry 1

Tang Vance W · CIK 0001479275 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 4,998

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

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

Read SEC document
April 01, 2025 Filed Apr 3, 2025 18:00 UTC
Shaeff JulieCHIEF ACCOUNTING OFFICER
Tax withholdingCommon Stock 188 $324.55 $61,015.40
Disclosure

SEC source: 0001415889-25-009879 · form4-04032025_020415.xml · nonDerivative · entry 3

Shaeff Julie · CIK 0001319782 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,392

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2025 and were priced based on the average of the high and low stock price on April 1, 2025.

F5 · shares: Reflects forfeited shares related to the third and final vesting of restricted stock units granted on March 23, 2022.

F3 · price: Price is based on the average of the high and low stock price on April 1, 2025.

Read SEC document
April 01, 2025 Filed Apr 3, 2025 18:00 UTC
Shaeff JulieCHIEF ACCOUNTING OFFICER
Tax withholdingCommon Stock 141 $324.55 $45,761.55
Disclosure

SEC source: 0001415889-25-009879 · form4-04032025_020415.xml · nonDerivative · entry 2

Shaeff Julie · CIK 0001319782 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,580

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2025 and were priced based on the average of the high and low stock price on April 1, 2025.

F4 · shares: Reflects forfeited shares related to the second vesting of restricted stock units granted on March 21, 2023.

F3 · price: Price is based on the average of the high and low stock price on April 1, 2025.

Read SEC document
April 01, 2025 Filed Apr 3, 2025 18:00 UTC
Shaeff JulieCHIEF ACCOUNTING OFFICER
Tax withholdingCommon Stock 84 $324.55 $27,262.20
Disclosure

SEC source: 0001415889-25-009879 · form4-04032025_020415.xml · nonDerivative · entry 1

Shaeff Julie · CIK 0001319782 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,721

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2025 and were priced based on the average of the high and low stock price on April 1, 2025.

F2 · shares: Reflects forfeited shares related to the first vesting of restricted stock units granted on March 20, 2024.

F3 · price: Price is based on the average of the high and low stock price on April 1, 2025.

Read SEC document
April 01, 2025 Filed Apr 3, 2025 18:00 UTC
Reed TerrenceSVP & CHRO
Tax withholdingCommon Stock 88 $324.55 $28,560.40
Disclosure

SEC source: 0001415889-25-009878 · form4-04032025_020412.xml · nonDerivative · entry 3

Reed Terrence · CIK 0001903895 · SVP & CHRO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,621

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2025 and were priced based on the average of the high and low stock price on April 1, 2025.

F5 · shares: Reflects forfeited shares related to the third and final vesting of restricted stock units granted on March 23, 2022.

F3 · price: Price is based on the average of the high and low stock price on April 1, 2025.

Read SEC document
April 01, 2025 Filed Apr 3, 2025 18:00 UTC
Reed TerrenceSVP & CHRO
Tax withholdingCommon Stock 76 $324.55 $24,665.80
Disclosure

SEC source: 0001415889-25-009878 · form4-04032025_020412.xml · nonDerivative · entry 2

Reed Terrence · CIK 0001903895 · SVP & CHRO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,709

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2025 and were priced based on the average of the high and low stock price on April 1, 2025.

F4 · shares: Reflects forfeited shares related to the second vesting of restricted stock units granted on March 21, 2023.

F3 · price: Price is based on the average of the high and low stock price on April 1, 2025.

Read SEC document
April 01, 2025 Filed Apr 3, 2025 18:00 UTC
Reed TerrenceSVP & CHRO
Tax withholdingCommon Stock 52 $324.55 $16,876.60
Disclosure

SEC source: 0001415889-25-009878 · form4-04032025_020412.xml · nonDerivative · entry 1

Reed Terrence · CIK 0001903895 · SVP & CHRO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,785

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2025 and were priced based on the average of the high and low stock price on April 1, 2025.

F2 · shares: Reflects forfeited shares related to the first vesting of restricted stock units granted on March 20, 2024.

F3 · price: Price is based on the average of the high and low stock price on April 1, 2025.

Read SEC document
April 01, 2025 Filed Apr 3, 2025 18:00 UTC
Trent T McKennaEVP & CHIEF OPERATING OFFICER
Tax withholdingCommon Stock 412 $324.55 $133,714.60
Disclosure

SEC source: 0001415889-25-009876 · form4-04032025_020407.xml · nonDerivative · entry 3

Trent T McKenna · CIK 0001373205 · EVP & CHIEF OPERATING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,039

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2025 and were priced based on the average of the high and low stock price on April 1, 2025.

F5 · shares: Reflects forfeited shares related to the third and final vesting of restricted stock units granted on March 23, 2022.

F3 · price: Price is based on the average of the high and low stock price on April 1, 2025.

Read SEC document
April 01, 2025 Filed Apr 3, 2025 18:00 UTC
Trent T McKennaEVP & CHIEF OPERATING OFFICER
Tax withholdingCommon Stock 340 $324.55 $110,347.00
Disclosure

SEC source: 0001415889-25-009876 · form4-04032025_020407.xml · nonDerivative · entry 2

Trent T McKenna · CIK 0001373205 · EVP & CHIEF OPERATING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,451

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2025 and were priced based on the average of the high and low stock price on April 1, 2025.

F4 · shares: Reflects forfeited shares related to the second vesting of restricted stock units granted on March 21, 2023.

F3 · price: Price is based on the average of the high and low stock price on April 1, 2025.

Read SEC document
April 01, 2025 Filed Apr 3, 2025 18:00 UTC
Trent T McKennaEVP & CHIEF OPERATING OFFICER
Tax withholdingCommon Stock 210 $324.55 $68,155.50
Disclosure

SEC source: 0001415889-25-009876 · form4-04032025_020407.xml · nonDerivative · entry 1

Trent T McKenna · CIK 0001373205 · EVP & CHIEF OPERATING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,791

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2025 and were priced based on the average of the high and low stock price on April 1, 2025.

F2 · shares: Reflects forfeited shares related to the first vesting of restricted stock units granted on March 20, 2024.

F3 · price: Price is based on the average of the high and low stock price on April 1, 2025.

Read SEC document
April 01, 2025 Filed Apr 3, 2025 18:00 UTC
Howell Laura FinleySVP & GENERAL COUNSEL
Tax withholdingCommon Stock 214 $324.55 $69,453.70
Disclosure

SEC source: 0001415889-25-009877 · form4-04032025_020410.xml · nonDerivative · entry 3

Howell Laura Finley · CIK 0001763667 · SVP & GENERAL COUNSEL

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,938

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2025 and were priced based on the average of the high and low stock price on April 1, 2025.

F5 · shares: Reflects forfeited shares related to the third and final vesting of restricted stock units granted on March 23, 2022.

F3 · price: Price is based on the average of the high and low stock price on April 1, 2025.

Read SEC document
April 01, 2025 Filed Apr 3, 2025 18:00 UTC
Howell Laura FinleySVP & GENERAL COUNSEL
Tax withholdingCommon Stock 210 $324.55 $68,155.50
Disclosure

SEC source: 0001415889-25-009877 · form4-04032025_020410.xml · nonDerivative · entry 2

Howell Laura Finley · CIK 0001763667 · SVP & GENERAL COUNSEL

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,152

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2025 and were priced based on the average of the high and low stock price on April 1, 2025.

F4 · shares: Reflects forfeited shares related to the second vesting of restricted stock units granted on March 21, 2023.

F3 · price: Price is based on the average of the high and low stock price on April 1, 2025.

Read SEC document
April 01, 2025 Filed Apr 3, 2025 18:00 UTC
Howell Laura FinleySVP & GENERAL COUNSEL
Tax withholdingCommon Stock 150 $324.55 $48,682.50
Disclosure

SEC source: 0001415889-25-009877 · form4-04032025_020410.xml · nonDerivative · entry 1

Howell Laura Finley · CIK 0001763667 · SVP & GENERAL COUNSEL

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,362

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2025 and were priced based on the average of the high and low stock price on April 1, 2025.

F2 · shares: Reflects forfeited shares related to the first vesting of restricted stock units granted on March 20, 2024.

F3 · price: Price is based on the average of the high and low stock price on April 1, 2025.

Read SEC document
April 01, 2025 Filed Apr 3, 2025 18:00 UTC
GEORGE WILLIAM IIICHIEF FINANCIAL OFFICER
Tax withholdingCommon Stock 633 $324.55 $205,440.15
Disclosure

SEC source: 0001415889-25-009875 · form4-04032025_020405.xml · nonDerivative · entry 3

GEORGE WILLIAM III · CIK 0001205073 · CHIEF FINANCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,473

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2025 and were priced based on the average of the high and low stock price on April 1, 2025.

F5 · shares: Reflects forfeited shares related to the third and final vesting of restricted stock units granted on March 23, 2022.

F3 · price: Price is based on the average of the high and low stock price on April 1, 2025.

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April 01, 2025 Filed Apr 3, 2025 18:00 UTC
GEORGE WILLIAM IIICHIEF FINANCIAL OFFICER
Tax withholdingCommon Stock 500 $324.55 $162,275.00
Disclosure

SEC source: 0001415889-25-009875 · form4-04032025_020405.xml · nonDerivative · entry 2

GEORGE WILLIAM III · CIK 0001205073 · CHIEF FINANCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,106

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2025 and were priced based on the average of the high and low stock price on April 1, 2025.

F4 · shares: Reflects forfeited shares related to the second vesting of restricted stock units granted on March 21, 2023.

F3 · price: Price is based on the average of the high and low stock price on April 1, 2025.

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April 01, 2025 Filed Apr 3, 2025 18:00 UTC
GEORGE WILLIAM IIICHIEF FINANCIAL OFFICER
Tax withholdingCommon Stock 297 $324.55 $96,391.35
Disclosure

SEC source: 0001415889-25-009875 · form4-04032025_020405.xml · nonDerivative · entry 1

GEORGE WILLIAM III · CIK 0001205073 · CHIEF FINANCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,606

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2025 and were priced based on the average of the high and low stock price on April 1, 2025.

F2 · shares: Reflects forfeited shares related to the first vesting of restricted stock units granted on March 20, 2024.

F3 · price: Price is based on the average of the high and low stock price on April 1, 2025.

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April 01, 2025 Filed Apr 3, 2025 18:00 UTC
Lane Brian E.Director · PRESIDENT/CHIEF EXECUTIVE OFF.
Tax withholdingCommon Stock 1,880 $324.55 $610,154.00
Disclosure

SEC source: 0001415889-25-009874 · form4-04032025_020401.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 213,046

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2025 and were priced based on the average of the high and low stock price on April 1, 2025.

F5 · shares: Reflects forfeited shares related to the third and final vesting of restricted stock units granted on March 23, 2022.

F3 · price: Price is based on the average of the high and low stock price on April 1, 2025.

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April 01, 2025 Filed Apr 3, 2025 18:00 UTC
Lane Brian E.Director · PRESIDENT/CHIEF EXECUTIVE OFF.
Tax withholdingCommon Stock 1,512 $324.55 $490,719.60
Disclosure

SEC source: 0001415889-25-009874 · form4-04032025_020401.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 214,926

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2025 and were priced based on the average of the high and low stock price on April 1, 2025.

F4 · shares: Reflects forfeited shares related to the second vesting of restricted stock units granted on March 21, 2023.

F3 · price: Price is based on the average of the high and low stock price on April 1, 2025.

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April 01, 2025 Filed Apr 3, 2025 18:00 UTC
Lane Brian E.Director · PRESIDENT/CHIEF EXECUTIVE OFF.
Tax withholdingCommon Stock 941 $324.55 $305,401.55
Disclosure

SEC source: 0001415889-25-009874 · form4-04032025_020401.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 216,438

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2025 and were priced based on the average of the high and low stock price on April 1, 2025.

F2 · shares: Reflects forfeited shares related to the first vesting of restricted stock units granted on March 20, 2024.

F3 · price: Price is based on the average of the high and low stock price on April 1, 2025.

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March 19, 2025 Filed Mar 21, 2025 19:00 UTC
Reed TerrenceSVP & CHRO
Tax withholdingCommon Stock 134 $357.53 $47,909.02
Disclosure

SEC source: 0001415889-25-008767 · form4-03212025_030312.xml · nonDerivative · entry 3

Reed Terrence · CIK 0001903895 · SVP & CHRO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,837

F3 · shares: Forfeited shares are related to dollar-denominated performance restricted stock units that vested on March 19, 2025 and were priced based on the closing price of the Company common stock on March 19, 2025.

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March 19, 2025 Filed Mar 21, 2025 19:00 UTC
Reed TerrenceSVP & CHRO
GrantCommon Stock 552 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-008767 · form4-03212025_030312.xml · nonDerivative · entry 2

Reed Terrence · CIK 0001903895 · SVP & CHRO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,971

F2 · shares: Reflects dollar-denominated performance restricted stock units granted on March 23, 2022 that vested on March 19, 2025. These units vested as a result of the Company's 2022-2024 relative Total Shareholder Return and 2022-2024 Company average EPS, which are the applicable performance measures.

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March 19, 2025 Filed Mar 21, 2025 19:00 UTC
Reed TerrenceSVP & CHRO
GrantCommon Stock 660 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-008767 · form4-03212025_030312.xml · nonDerivative · entry 1

Reed Terrence · CIK 0001903895 · SVP & CHRO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,419

F1 · shares: Each restricted stock unit granted on March 19, 2025 represents a right to receive one share of common stock and will vest in equal installments over a three-year vesting schedule.

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March 19, 2025 Filed Mar 21, 2025 19:00 UTC
Shaeff JulieCHIEF ACCOUNTING OFFICER
Tax withholdingCommon Stock 286 $357.53 $102,253.58
Disclosure

SEC source: 0001415889-25-008766 · form4-03212025_030309.xml · nonDerivative · entry 3

Shaeff Julie · CIK 0001319782 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,805

F3 · shares: Forfeited shares are related to dollar-denominated performance restricted stock units that vested on March 19, 2025 and were priced based on the closing price of the Company common stock on March 19, 2025.

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March 19, 2025 Filed Mar 21, 2025 19:00 UTC
Shaeff JulieCHIEF ACCOUNTING OFFICER
GrantCommon Stock 744 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-008766 · form4-03212025_030309.xml · nonDerivative · entry 2

Shaeff Julie · CIK 0001319782 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,091

F2 · shares: Reflects dollar-denominated performance restricted stock units granted on March 23, 2022 that vested on March 19, 2025. These units vested as a result of the Company's 2022-2024 relative Total Shareholder Return and 2022-2024 Company average EPS, which are the applicable performance measures.

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March 19, 2025 Filed Mar 21, 2025 19:00 UTC
Shaeff JulieCHIEF ACCOUNTING OFFICER
GrantCommon Stock 660 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-008766 · form4-03212025_030309.xml · nonDerivative · entry 1

Shaeff Julie · CIK 0001319782 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,347

F1 · shares: Each restricted stock unit granted on March 19, 2025 represents a right to receive one share of common stock and will vest in equal installments over a three-year vesting schedule.

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March 19, 2025 Filed Mar 21, 2025 19:00 UTC
Howell Laura FinleySVP & GENERAL COUNSEL
Tax withholdingCommon Stock 324 $357.53 $115,839.72
Disclosure

SEC source: 0001415889-25-008765 · form4-03212025_030307.xml · nonDerivative · entry 3

Howell Laura Finley · CIK 0001763667 · SVP & GENERAL COUNSEL

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,512

F3 · shares: Forfeited shares are related to dollar-denominated performance restricted stock units that vested on March 19, 2025 and were priced based on the closing price of the Company common stock on March 19, 2025.

Read SEC document
March 19, 2025 Filed Mar 21, 2025 19:00 UTC
Howell Laura FinleySVP & GENERAL COUNSEL
GrantCommon Stock 782 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-008765 · form4-03212025_030307.xml · nonDerivative · entry 2

Howell Laura Finley · CIK 0001763667 · SVP & GENERAL COUNSEL

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,836

F2 · shares: Reflects dollar-denominated performance restricted stock units granted on March 23, 2022 that vested on March 19, 2025. These units vested as a result of the Company's 2022-2024 relative Total Shareholder Return and 2022-2024 Company average EPS, which are the applicable performance measures.

Read SEC document
March 19, 2025 Filed Mar 21, 2025 19:00 UTC
Howell Laura FinleySVP & GENERAL COUNSEL
GrantCommon Stock 1,206 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-008765 · form4-03212025_030307.xml · nonDerivative · entry 1

Howell Laura Finley · CIK 0001763667 · SVP & GENERAL COUNSEL

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,054

F1 · shares: Each restricted stock unit granted on March 19, 2025 represents a right to receive one share of common stock and will vest in equal installments over a three-year vesting schedule.

Read SEC document

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