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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
March 19, 2025 Filed Mar 21, 2025 19:00 UTC
Trent T McKennaEVP & CHIEF OPERATING OFFICER
Tax withholdingCommon Stock 614 $357.53 $219,523.42
Disclosure

SEC source: 0001415889-25-008764 · form4-03212025_030305.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,001

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
Trent T McKennaEVP & CHIEF OPERATING OFFICER
GrantCommon Stock 1,598 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-008764 · form4-03212025_030305.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,615

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
Trent T McKennaEVP & CHIEF OPERATING OFFICER
GrantCommon Stock 2,027 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-008764 · form4-03212025_030305.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,017

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
March 19, 2025 Filed Mar 21, 2025 19:00 UTC
GEORGE WILLIAM IIICHIEF FINANCIAL OFFICER
Tax withholdingCommon Stock 968 $357.53 $346,089.04
Disclosure

SEC source: 0001415889-25-008763 · form4-03212025_030303.xml · nonDerivative · entry 3

GEORGE WILLIAM III · CIK 0001205073 · CHIEF FINANCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,903

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
GEORGE WILLIAM IIICHIEF FINANCIAL OFFICER
GrantCommon Stock 2,460 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-008763 · form4-03212025_030303.xml · nonDerivative · entry 2

GEORGE WILLIAM III · CIK 0001205073 · CHIEF FINANCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,871

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
GEORGE WILLIAM IIICHIEF FINANCIAL OFFICER
GrantCommon Stock 2,167 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-008763 · form4-03212025_030303.xml · nonDerivative · entry 1

GEORGE WILLIAM III · CIK 0001205073 · CHIEF FINANCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,411

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
March 19, 2025 Filed Mar 21, 2025 19:00 UTC
Lane Brian E.Director · PRESIDENT/CHIEF EXECUTIVE OFF.
Tax withholdingCommon Stock 2,876 $357.53 $1,028,256.28
Disclosure

SEC source: 0001415889-25-008762 · form4-03212025_030301.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: 217,379

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
Lane Brian E.Director · PRESIDENT/CHIEF EXECUTIVE OFF.
GrantCommon Stock 7,310 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-008762 · form4-03212025_030301.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: 220,255

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
Lane Brian E.Director · PRESIDENT/CHIEF EXECUTIVE OFF.
GrantCommon Stock 8,740 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-008762 · form4-03212025_030301.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: 212,945

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
December 02, 2024 Filed Dec 3, 2024 21:00 UTC
GEORGE WILLIAM IIICHIEF FINANCIAL OFFICER
Tax withholdingCommon Stock 3,279 $494.86 $1,622,645.94
Disclosure

SEC source: 0001415889-24-028057 · form4-12032024_041201.xml · nonDerivative · entry 1

GEORGE WILLIAM III · CIK 0001205073 · CHIEF FINANCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 45,244

F1 · date: Forfeited shares are related to restricted stock units that vested on December 1, 2024 and were priced based on the average of the high and low stock price on December 2, 2024.

F2 · shares: Reflects forfeited shares related to the first vesting of restricted stock units granted on November 14, 2023.

F3 · price: Price is based on the average of the high and low stock price on December 2, 2024.

Read SEC document
November 25, 2024 Filed Nov 26, 2024 18:52 UTC
GEORGE WILLIAM IIICHIEF FINANCIAL OFFICER
GiftCommon Stock 1,140 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-027692 · form4-11262024_061132.xml · nonDerivative · entry 1

GEORGE WILLIAM III · CIK 0001205073 · CHIEF FINANCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,523

F1 · kind: This transaction represents a charitable donation.

Read SEC document
November 22, 2024 Filed Nov 25, 2024 14:25 UTC
Trent T McKennaEVP & CHIEF OPERATING OFFICER
Exercise / conversionOption to Buy · Derivative 2,000 $0.00 Strike: $42.50 $0.00
Disclosure

SEC source: 0001415889-24-027604 · form4-11252024_091101.xml · derivative · entry 5

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,000 shares

Expires 2028-03-07

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

F3 · derivative.exercise_date: Stock options were granted on 03/07/2018, vested ratably over a three-year period, and were fully vested on 04/01/2021.

Read SEC document
November 22, 2024 Filed Nov 25, 2024 14:25 UTC
Trent T McKennaEVP & CHIEF OPERATING OFFICER
Exercise / conversionOption to Buy · Derivative 2,000 $0.00 Strike: $36.25 $0.00
Disclosure

SEC source: 0001415889-24-027604 · form4-11252024_091101.xml · derivative · entry 4

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,000 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
November 22, 2024 Filed Nov 25, 2024 14:25 UTC
Trent T McKennaEVP & CHIEF OPERATING OFFICER
SaleCommon Stock 4,000 $484.81 $1,939,255.20
Disclosure

SEC source: 0001415889-24-027604 · form4-11252024_091101.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,990

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

Read SEC document
November 22, 2024 Filed Nov 25, 2024 14:25 UTC
Trent T McKennaEVP & CHIEF OPERATING OFFICER
Exercise / conversionCommon Stock 2,000 $42.50 $85,000.00
Disclosure

SEC source: 0001415889-24-027604 · form4-11252024_091101.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,990

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

Read SEC document
November 22, 2024 Filed Nov 25, 2024 14:25 UTC
Trent T McKennaEVP & CHIEF OPERATING OFFICER
Exercise / conversionCommon Stock 2,000 $36.25 $72,500.00
Disclosure

SEC source: 0001415889-24-027604 · form4-11252024_091101.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,990

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

Read SEC document
November 13, 2024 Filed Nov 15, 2024 12:25 UTC
Lane Brian E.Director · PRESIDENT/CHIEF EXECUTIVE OFF.
SaleCommon Stock 15,000 $448.88 $6,733,188.00
Disclosure

SEC source: 0001415889-24-026915 · form4-11152024_071101.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: 204,205

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

Read SEC document
November 08, 2024 Filed Nov 12, 2024 15:36 UTC
GEORGE WILLIAM IIICHIEF FINANCIAL OFFICER
SaleCommon Stock 5,436 $459.73 $2,499,065.10
Disclosure

SEC source: 0001415889-24-026548 · form4-11122024_031103.xml · nonDerivative · entry 1

GEORGE WILLIAM III · CIK 0001205073 · CHIEF FINANCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,663

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

Read SEC document
November 05, 2024 Filed Nov 7, 2024 15:31 UTC SaleCommon Stock 2,500 $409.46 $1,023,649.75
Disclosure

SEC source: 0001415889-24-026298 · form4-11072024_031134.xml · nonDerivative · entry 1

Mercado, Pablo G. · CIK 0001535246 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,036

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
October 30, 2024 Filed Oct 31, 2024 20:18 UTC
MYERS FRANKLINDirector · CHAIRMAN OF THE BOARD
SaleCommon Stock 12,000 $390.18 $4,682,146.80
Disclosure

SEC source: 0001415889-24-025825 · form4-10312024_081027.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 106,498

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
October 28, 2024 Filed Oct 30, 2024 01:10 UTC
Tang Vance WDirector
SaleCommon Stock 2,700 $390.00 $1,053,000.00
Disclosure

SEC source: 0001415889-24-025717 · form4-10302024_011041.xml · nonDerivative · entry 1

Tang Vance W · CIK 0001479275 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 5,498

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
August 29, 2024 Filed Aug 30, 2024 20:05 UTC
Shaeff JulieCHIEF ACCOUNTING OFFICER
SaleCommon Stock 2,316 $351.85 $814,881.36
Disclosure

SEC source: 0001415889-24-022621 · form4-08302024_040801.xml · nonDerivative · entry 1

Shaeff Julie · CIK 0001319782 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,687

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
August 27, 2024 Filed Aug 28, 2024 15:25 UTC SaleCommon Stock 3,546 $336.19 $1,192,123.00
Disclosure

SEC source: 0001415889-24-022381 · form4-08282024_030855.xml · nonDerivative · entry 1

ANDERSON DARCY · CIK 0001199361 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,193

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
August 20, 2024 Filed Aug 21, 2024 13:21 UTC
GEORGE WILLIAM IIICHIEF FINANCIAL OFFICER
SaleCommon Stock 5,845 $332.16 $1,941,464.09
Disclosure

SEC source: 0001415889-24-021784 · form4-08212024_010842.xml · nonDerivative · entry 1

GEORGE WILLIAM III · CIK 0001205073 · CHIEF FINANCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 55,099

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
August 14, 2024 Filed Aug 16, 2024 11:00 UTC
Lane Brian E.Director · PRESIDENT/CHIEF EXECUTIVE OFF.
SaleCommon Stock 15,000 $329.55 $4,943,226.00
Disclosure

SEC source: 0001415889-24-021418 · form4-08162024_070802.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: 219,205

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
August 01, 2024 Filed Aug 5, 2024 14:16 UTC GrantCommon Stock 385 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-020708 · form4-08052024_020818.xml · nonDerivative · entry 1

Kapoor Gaurav · CIK 0001693758 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 385

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. Mr. Kapoor's term of service commenced August 1, 2024, and Mr. Kapoor received a pro rated grant. This grant is equal to $126,684.93, 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 August 1, 2024, the date the pro rated grant was effective in accordance with Mr. Kapoor's appointment date.

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
June 05, 2024 Filed Jun 7, 2024 14:18 UTC
Tang Vance WDirector
SaleCommon Stock 3,473 $310.00 $1,076,630.00
Disclosure

SEC source: 0001415889-24-015884 · form4-06072024_020647.xml · nonDerivative · entry 1

Tang Vance W · CIK 0001479275 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 8,198

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
May 17, 2024 Filed May 20, 2024 21:15 UTC GrantCommon Stock 498 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-013784 · form4-05202024_050501.xml · nonDerivative · entry 2

BULLS HERMAN E · CIK 0001205068 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,732

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 17, 2024 Filed May 21, 2024 14:00 UTC GrantCommon Stock 498 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-013871 · form4-05212024_100524.xml · nonDerivative · entry 1

Hardy Rhoman J · CIK 0001936828 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,784.916

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 17, 2024 Filed May 21, 2024 14:00 UTC GrantCommon Stock 498 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-013870 · form4-05212024_100521.xml · nonDerivative · entry 1

Wallis-Lage Cindy L. · CIK 0001862680 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 5,371

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 17, 2024 Filed May 21, 2024 14:00 UTC
Tang Vance WDirector
GrantCommon Stock 498 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-013869 · form4-05212024_100517.xml · nonDerivative · entry 1

Tang Vance W · CIK 0001479275 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 11,671

F1 · price: Shares granted pursuant to the 2017 Omnibus Incentive Plan as approved by stockholders on May 23, 2017. Non-employee directors are given an annual grant of Comfort Systems USA Common Stock following election or reelection at the Company's annual stockholders' meeting. This year's grant is equal to $160,000, as rounded down to the nearest whole share, based on the average of the high and low price of the Company's Common Stock on the day of the annual stockholders' meeting.

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

Read SEC document
May 17, 2024 Filed May 21, 2024 14:00 UTC GrantCommon Stock 498 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-013868 · form4-05212024_100514.xml · nonDerivative · entry 1

Skidmore Constance Ellen · CIK 0001563462 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,285

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 17, 2024 Filed May 21, 2024 14:00 UTC GrantCommon Stock 498 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-013867 · form4-05212024_100512.xml · nonDerivative · entry 1

SANDBROOK WILLIAM J · CIK 0001527678 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,524

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 17, 2024 Filed May 21, 2024 14:00 UTC
MYERS FRANKLINDirector · CHAIRMAN OF THE BOARD
GrantCommon Stock 498 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-013866 · form4-05212024_100508.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 118,498

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 17, 2024 Filed May 21, 2024 14:00 UTC GrantCommon Stock 498 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-013865 · form4-05212024_100506.xml · nonDerivative · entry 1

Mercado, Pablo G. · CIK 0001535246 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,536

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 17, 2024 Filed May 21, 2024 14:00 UTC GrantCommon Stock 498 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-013864 · form4-05212024_100502.xml · nonDerivative · entry 1

ANDERSON DARCY · CIK 0001199361 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,739

F1 · price: Shares granted pursuant to the 2017 Omnibus Incentive Plan as approved by stockholders on May 23, 2017. Non-employee directors are given an annual grant of Comfort Systems USA Common Stock following election or reelection at the Company's annual stockholders' meeting. This year's grant is equal to $160,000, as rounded down to the nearest whole share, based on the average of the high and low price of the Company's Common Stock on the day of the annual stockholders' meeting.

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May 16, 2024 Filed May 20, 2024 21:15 UTC SaleCommon Stock 3,500 $337.41 $1,180,951.45
Disclosure

SEC source: 0001415889-24-013784 · form4-05202024_050501.xml · nonDerivative · entry 1

BULLS HERMAN E · CIK 0001205068 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,234

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

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May 15, 2024 Filed May 16, 2024 15:55 UTC
Tang Vance WDirector
SaleCommon Stock 988 $343.00 $338,884.00
Disclosure

SEC source: 0001415889-24-013288 · form4-05162024_110502.xml · nonDerivative · entry 2

Tang Vance W · CIK 0001479275 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 11,173

F3 · price: Represents the average price of shares sold; full information regarding the number of shares sold and specific prices will be made available upon request to the Company's Office of the General Counsel.

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

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May 14, 2024 Filed May 16, 2024 15:55 UTC
Tang Vance WDirector
GiftCommon Stock 609 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-013288 · form4-05162024_110502.xml · nonDerivative · entry 1

Tang Vance W · CIK 0001479275 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 12,161

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.

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May 07, 2024 Filed May 9, 2024 14:00 UTC SaleCommon Stock 3,500 $344.90 $1,207,149.30
Disclosure

SEC source: 0001415889-24-012660 · form4-05092024_100501.xml · nonDerivative · entry 1

ANDERSON DARCY · CIK 0001199361 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,241

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

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April 01, 2024 Filed Apr 3, 2024 19:55 UTC
GEORGE WILLIAM IIICHIEF FINANCIAL OFFICER
Tax withholdingCommon Stock 702 $320.03 $224,661.06
Disclosure

SEC source: 0001415889-24-009980 · form4-04032024_030425.xml · nonDerivative · entry 3

GEORGE WILLIAM III · CIK 0001205073 · CHIEF FINANCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 60,944

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2024 and were priced based on the average of the high and low stock price on April 1, 2024.

F5 · shares: Reflects forfeited shares related to the third and final vesting of restricted stock units granted on March 10, 2021.

F3 · price: Price is based on the average of the high and low stock price on April 1, 2024.

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April 01, 2024 Filed Apr 3, 2024 19:55 UTC
GEORGE WILLIAM IIICHIEF FINANCIAL OFFICER
Tax withholdingCommon Stock 633 $320.03 $202,578.99
Disclosure

SEC source: 0001415889-24-009980 · form4-04032024_030425.xml · nonDerivative · entry 2

GEORGE WILLIAM III · CIK 0001205073 · CHIEF FINANCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 61,646

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2024 and were priced based on the average of the high and low stock price on April 1, 2024.

F4 · shares: Reflects forfeited shares related to the second 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, 2024.

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April 01, 2024 Filed Apr 3, 2024 19:55 UTC
GEORGE WILLIAM IIICHIEF FINANCIAL OFFICER
Tax withholdingCommon Stock 500 $320.03 $160,015.00
Disclosure

SEC source: 0001415889-24-009980 · form4-04032024_030425.xml · nonDerivative · entry 1

GEORGE WILLIAM III · CIK 0001205073 · CHIEF FINANCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 62,279

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2024 and were priced based on the average of the high and low stock price on April 1, 2024.

F2 · shares: Reflects forfeited shares related to the first 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, 2024.

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April 01, 2024 Filed Apr 3, 2024 19:55 UTC
Lane Brian E.Director · PRESIDENT/CHIEF EXECUTIVE OFF.
Tax withholdingCommon Stock 2,086 $320.03 $667,582.58
Disclosure

SEC source: 0001415889-24-009981 · form4-04032024_030427.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: 234,205

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2024 and were priced based on the average of the high and low stock price on April 1, 2024.

F5 · shares: Reflects forfeited shares related to the third and final vesting of restricted stock units granted on March 10, 2021.

F3 · price: Price is based on the average of the high and low stock price on April 1, 2024.

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April 01, 2024 Filed Apr 3, 2024 19:55 UTC
Lane Brian E.Director · PRESIDENT/CHIEF EXECUTIVE OFF.
Tax withholdingCommon Stock 1,881 $320.03 $601,976.43
Disclosure

SEC source: 0001415889-24-009981 · form4-04032024_030427.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: 236,291

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2024 and were priced based on the average of the high and low stock price on April 1, 2024.

F4 · shares: Reflects forfeited shares related to the second 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, 2024.

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April 01, 2024 Filed Apr 3, 2024 19:55 UTC
Lane Brian E.Director · PRESIDENT/CHIEF EXECUTIVE OFF.
Tax withholdingCommon Stock 1,512 $320.03 $483,885.36
Disclosure

SEC source: 0001415889-24-009981 · form4-04032024_030427.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: 238,172

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2024 and were priced based on the average of the high and low stock price on April 1, 2024.

F2 · shares: Reflects forfeited shares related to the first 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, 2024.

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April 01, 2024 Filed Apr 3, 2024 19:55 UTC
Howell Laura FinleySVP & GENERAL COUNSEL
Tax withholdingCommon Stock 210 $320.03 $67,206.30
Disclosure

SEC source: 0001415889-24-009979 · form4-04032024_030419.xml · nonDerivative · entry 3

Howell Laura Finley · CIK 0001763667 · SVP & GENERAL COUNSEL

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,848

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2024 and were priced based on the average of the high and low stock price on April 1, 2024.

F5 · shares: Reflects forfeited shares related to the third and final vesting of restricted stock units granted on March 10, 2021.

F3 · price: Price is based on the average of the high and low stock price on April 1, 2024.

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April 01, 2024 Filed Apr 3, 2024 19:55 UTC
Howell Laura FinleySVP & GENERAL COUNSEL
Tax withholdingCommon Stock 214 $320.03 $68,486.42
Disclosure

SEC source: 0001415889-24-009979 · form4-04032024_030419.xml · nonDerivative · entry 2

Howell Laura Finley · CIK 0001763667 · SVP & GENERAL COUNSEL

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,058

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2024 and were priced based on the average of the high and low stock price on April 1, 2024.

F4 · shares: Reflects forfeited shares related to the second 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, 2024.

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April 01, 2024 Filed Apr 3, 2024 19:55 UTC
Howell Laura FinleySVP & GENERAL COUNSEL
Tax withholdingCommon Stock 210 $320.03 $67,206.30
Disclosure

SEC source: 0001415889-24-009979 · form4-04032024_030419.xml · nonDerivative · entry 1

Howell Laura Finley · CIK 0001763667 · SVP & GENERAL COUNSEL

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,272

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2024 and were priced based on the average of the high and low stock price on April 1, 2024.

F2 · shares: Reflects forfeited shares related to the first 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, 2024.

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April 01, 2024 Filed Apr 3, 2024 19:55 UTC
Shaeff JulieCHIEF ACCOUNTING OFFICER
Tax withholdingCommon Stock 219 $320.03 $70,086.57
Disclosure

SEC source: 0001415889-24-009978 · form4-04032024_030412.xml · nonDerivative · entry 3

Shaeff Julie · CIK 0001319782 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,003

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2024 and were priced based on the average of the high and low stock price on April 1, 2024.

F5 · shares: Reflects forfeited shares related to the third and final vesting of restricted stock units granted on March 10, 2021.

F3 · price: Price is based on the average of the high and low stock price on April 1, 2024.

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