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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
August 21, 2023 Filed Aug 22, 2023 21:16 UTC GiftCommon Stock 5,900 $0.00 $0.00
Disclosure

SEC source: 0001415889-23-012500 · form4-08222023_090826.xml · nonDerivative · entry 1

BULLS HERMAN E · CIK 0001205068 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,334

F1 · kind: This transaction represents a charitable donation.

Read SEC document
August 08, 2023 Filed Aug 8, 2023 20:00 UTC
Tang Vance WDirector
SaleCommon Stock 1,844 $182.00 $335,608.00
Disclosure

SEC source: 0001415889-23-011920 · form4-08082023_040801.xml · nonDerivative · entry 1

Tang Vance W · CIK 0001479275 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 25,058

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.direct: While this transaction represents a change in indirect ownership, total beneficial ownership reported in Table I, Column 5 includes 10,000 shares held directly by the Reporting Person.

F3 · 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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August 08, 2023 Filed Aug 10, 2023 20:15 UTC
Shaeff JulieCHIEF ACCOUNTING OFFICER
SaleCommon Stock 5,286 $180.79 $955,637.97
Disclosure

SEC source: 0001415889-23-012034 · form4-08102023_040802.xml · nonDerivative · entry 1

Shaeff Julie · CIK 0001319782 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,387

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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August 04, 2023 Filed Aug 7, 2023 20:30 UTC GiftCommon Stock 1,187 $0.00 $0.00
Disclosure

SEC source: 0001415889-23-011898 · form4-08072023_040802.xml · nonDerivative · entry 1

ANDERSON DARCY · CIK 0001199361 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,541

F1 · kind: This transaction represents a charitable donation.

Read SEC document
June 12, 2023 Filed Jun 13, 2023 14:36 UTC SaleCommon Stock 3,000 $159.94 $479,820.00
Disclosure

SEC source: 0001415889-23-009692 · form4-06132023_020605.xml · nonDerivative · entry 1

Skidmore Constance Ellen · CIK 0001563462 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 22,787

F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on November 30, 2021 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.

Read SEC document
May 22, 2023 Filed May 24, 2023 16:15 UTC
MYERS FRANKLINDirector · CHAIRMAN OF THE BOARD
GiftCommon Stock 570 $0.00 $0.00
Disclosure

SEC source: 0001415889-23-008690 · form4-05242023_120501.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 150,065

F1 · kind: This transaction represents a charitable donation.

Read SEC document
May 22, 2023 Filed May 24, 2023 16:15 UTC
MYERS FRANKLINDirector · CHAIRMAN OF THE BOARD
GiftCommon Stock 94 $0.00 $0.00
Disclosure

SEC source: 0001415889-23-008690 · form4-05242023_120501.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 150,635

F1 · kind: This transaction represents a charitable donation.

Read SEC document
May 22, 2023 Filed May 24, 2023 16:15 UTC
MYERS FRANKLINDirector · CHAIRMAN OF THE BOARD
GiftCommon Stock 336 $0.00 $0.00
Disclosure

SEC source: 0001415889-23-008690 · form4-05242023_120501.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 150,729

F1 · kind: This transaction represents a charitable donation.

Read SEC document
May 16, 2023 Filed May 17, 2023 20:15 UTC GrantCommon Stock 1,065 $0.00 $0.00
Disclosure

SEC source: 0001415889-23-008189 · form4-05172023_040519.xml · nonDerivative · entry 1

Skidmore Constance Ellen · CIK 0001563462 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,787

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, 2023 Filed May 17, 2023 20:15 UTC GrantCommon Stock 1,065 $0.00 $0.00
Disclosure

SEC source: 0001415889-23-008188 · form4-05172023_040515.xml · nonDerivative · entry 1

SANDBROOK WILLIAM J · CIK 0001527678 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,526

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, 2023 Filed May 17, 2023 20:15 UTC GrantCommon Stock 1,065 $0.00 $0.00
Disclosure

SEC source: 0001415889-23-008193 · form4-05172023_040529.xml · nonDerivative · entry 1

Wallis-Lage Cindy L. · CIK 0001862680 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 4,873

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, 2023 Filed May 17, 2023 20:15 UTC
Tang Vance WDirector
GrantCommon Stock 1,065 $0.00 $0.00
Disclosure

SEC source: 0001415889-23-008191 · form4-05172023_040524.xml · nonDerivative · entry 1

Tang Vance W · CIK 0001479275 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 26,902

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, excepting 10,000 shares held directly by the Reporting Person.

Read SEC document
May 16, 2023 Filed May 17, 2023 20:15 UTC
MYERS FRANKLINDirector · CHAIRMAN OF THE BOARD
GrantCommon Stock 1,065 $0.00 $0.00
Disclosure

SEC source: 0001415889-23-008187 · form4-05172023_040510.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 151,065

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, 2023 Filed May 17, 2023 20:15 UTC GrantCommon Stock 1,065 $0.00 $0.00
Disclosure

SEC source: 0001415889-23-008185 · form4-05172023_040504.xml · nonDerivative · entry 1

BULLS HERMAN E · CIK 0001205068 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,234

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, 2023 Filed May 17, 2023 20:15 UTC GrantCommon Stock 1,065 $0.00 $0.00
Disclosure

SEC source: 0001415889-23-008186 · form4-05172023_040508.xml · nonDerivative · entry 1

Mercado, Pablo G. · CIK 0001535246 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,238

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, 2023 Filed May 17, 2023 20:15 UTC GrantCommon Stock 1,065 $0.00 $0.00
Disclosure

SEC source: 0001415889-23-008184 · form4-05172023_040501.xml · nonDerivative · entry 1

ANDERSON DARCY · CIK 0001199361 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,728

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
April 03, 2023 Filed Apr 5, 2023 21:15 UTC
Reed TerrenceSVP OF PEOPLE & LEADERSHIP DEV
Tax withholdingCommon Stock 241 $146.44 $35,292.04
Disclosure

SEC source: 0001415889-23-006308 · form4-04052023_050411.xml · nonDerivative · entry 2

Reed Terrence · CIK 0001903895 · SVP OF PEOPLE & LEADERSHIP DEV

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,450

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2023 and were priced based on the average of the high and low stock price on April 3, 2023.

F4 · shares: Reflects forfeited shares related to the second 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 3, 2023.

Read SEC document
April 03, 2023 Filed Apr 5, 2023 21:15 UTC
Reed TerrenceSVP OF PEOPLE & LEADERSHIP DEV
Tax withholdingCommon Stock 120 $146.44 $17,572.80
Disclosure

SEC source: 0001415889-23-006308 · form4-04052023_050411.xml · nonDerivative · entry 1

Reed Terrence · CIK 0001903895 · SVP OF PEOPLE & LEADERSHIP DEV

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,691

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2023 and were priced based on the average of the high and low stock price on April 3, 2023.

F2 · shares: Reflects forfeited shares related to the first 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 3, 2023.

Read SEC document
April 03, 2023 Filed Apr 5, 2023 21:15 UTC
Shaeff JulieCHIEF ACCOUNTING OFFICER
Tax withholdingCommon Stock 374 $146.44 $54,768.56
Disclosure

SEC source: 0001415889-23-006307 · form4-04052023_050410.xml · nonDerivative · entry 3

Shaeff Julie · CIK 0001319782 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,673

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2023 and were priced based on the average of the high and low stock price on April 3, 2023.

F5 · shares: Reflects forfeited shares related to the third and final vesting of restricted stock units granted on March 5, 2020.

F3 · price: Price is based on the average of the high and low stock price on April 3, 2023.

Read SEC document
April 03, 2023 Filed Apr 5, 2023 21:15 UTC
Shaeff JulieCHIEF ACCOUNTING OFFICER
Tax withholdingCommon Stock 215 $146.44 $31,484.60
Disclosure

SEC source: 0001415889-23-006307 · form4-04052023_050410.xml · nonDerivative · entry 2

Shaeff Julie · CIK 0001319782 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,047

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2023 and were priced based on the average of the high and low stock price on April 3, 2023.

F4 · shares: Reflects forfeited shares related to the second 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 3, 2023.

Read SEC document
April 03, 2023 Filed Apr 5, 2023 21:15 UTC
Shaeff JulieCHIEF ACCOUNTING OFFICER
Tax withholdingCommon Stock 184 $146.44 $26,944.96
Disclosure

SEC source: 0001415889-23-006307 · form4-04052023_050410.xml · nonDerivative · entry 1

Shaeff Julie · CIK 0001319782 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,262

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2023 and were priced based on the average of the high and low stock price on April 3, 2023.

F2 · shares: Reflects forfeited shares related to the first 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 3, 2023.

Read SEC document
April 03, 2023 Filed Apr 5, 2023 21:15 UTC
GEORGE WILLIAM IIICHIEF FINANCIAL OFFICER
Tax withholdingCommon Stock 1,125 $146.44 $164,745.00
Disclosure

SEC source: 0001415889-23-006304 · form4-04052023_050404.xml · nonDerivative · entry 3

GEORGE WILLIAM III · CIK 0001205073 · CHIEF FINANCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 45,900

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2023 and were priced based on the average of the high and low stock price on April 3, 2023.

F5 · shares: Reflects forfeited shares related to the third and final vesting of restricted stock units granted on March 5, 2020.

F3 · price: Price is based on the average of the high and low stock price on April 3, 2023.

Read SEC document
April 03, 2023 Filed Apr 5, 2023 21:15 UTC
GEORGE WILLIAM IIICHIEF FINANCIAL OFFICER
Tax withholdingCommon Stock 702 $146.44 $102,800.88
Disclosure

SEC source: 0001415889-23-006304 · form4-04052023_050404.xml · nonDerivative · entry 2

GEORGE WILLIAM III · CIK 0001205073 · CHIEF FINANCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,025

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2023 and were priced based on the average of the high and low stock price on April 3, 2023.

F4 · shares: Reflects forfeited shares related to the second 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 3, 2023.

Read SEC document
April 03, 2023 Filed Apr 5, 2023 21:15 UTC
GEORGE WILLIAM IIICHIEF FINANCIAL OFFICER
Tax withholdingCommon Stock 633 $146.44 $92,696.52
Disclosure

SEC source: 0001415889-23-006304 · form4-04052023_050404.xml · nonDerivative · entry 1

GEORGE WILLIAM III · CIK 0001205073 · CHIEF FINANCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,727

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2023 and were priced based on the average of the high and low stock price on April 3, 2023.

F2 · shares: Reflects forfeited shares related to the first 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 3, 2023.

Read SEC document
April 03, 2023 Filed Apr 5, 2023 21:15 UTC
Lane Brian E.Director · PRESIDENT/CHIEF EXECUTIVE OFF.
Tax withholdingCommon Stock 2,969 $146.44 $434,780.36
Disclosure

SEC source: 0001415889-23-006303 · form4-04052023_050401.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: 283,926

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2023 and were priced based on the average of the high and low stock price on April 3, 2023.

F5 · shares: Reflects forfeited shares related to the third and final vesting of restricted stock units granted on March 5, 2020.

F3 · price: Price is based on the average of the high and low stock price on April 3, 2023.

Read SEC document
April 03, 2023 Filed Apr 5, 2023 21:15 UTC
Lane Brian E.Director · PRESIDENT/CHIEF EXECUTIVE OFF.
Tax withholdingCommon Stock 2,086 $146.44 $305,473.84
Disclosure

SEC source: 0001415889-23-006303 · form4-04052023_050401.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: 286,895

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2023 and were priced based on the average of the high and low stock price on April 3, 2023.

F4 · shares: Reflects forfeited shares related to the second 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 3, 2023.

Read SEC document
April 03, 2023 Filed Apr 5, 2023 21:15 UTC
Lane Brian E.Director · PRESIDENT/CHIEF EXECUTIVE OFF.
Tax withholdingCommon Stock 1,880 $146.44 $275,307.20
Disclosure

SEC source: 0001415889-23-006303 · form4-04052023_050401.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: 288,981

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2023 and were priced based on the average of the high and low stock price on April 3, 2023.

F2 · shares: Reflects forfeited shares related to the first 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 3, 2023.

Read SEC document
April 03, 2023 Filed Apr 5, 2023 21:15 UTC
Howell Laura FinleySVP & GENERAL COUNSEL
Tax withholdingCommon Stock 255 $146.44 $37,342.20
Disclosure

SEC source: 0001415889-23-006306 · form4-04052023_050408.xml · nonDerivative · entry 3

Howell Laura Finley · CIK 0001763667 · SVP & GENERAL COUNSEL

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,315

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2023 and were priced based on the average of the high and low stock price on April 3, 2023.

F5 · shares: Reflects forfeited shares related to the third and final vesting of restricted stock units granted on March 5, 2020.

F3 · price: Price is based on the average of the high and low stock price on April 3, 2023.

Read SEC document
April 03, 2023 Filed Apr 5, 2023 21:15 UTC
Howell Laura FinleySVP & GENERAL COUNSEL
Tax withholdingCommon Stock 200 $146.44 $29,288.00
Disclosure

SEC source: 0001415889-23-006306 · form4-04052023_050408.xml · nonDerivative · entry 2

Howell Laura Finley · CIK 0001763667 · SVP & GENERAL COUNSEL

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,570

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2023 and were priced based on the average of the high and low stock price on April 3, 2023.

F4 · shares: Reflects forfeited shares related to the second 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 3, 2023.

Read SEC document
April 03, 2023 Filed Apr 5, 2023 21:15 UTC
Howell Laura FinleySVP & GENERAL COUNSEL
Tax withholdingCommon Stock 204 $146.44 $29,873.76
Disclosure

SEC source: 0001415889-23-006306 · form4-04052023_050408.xml · nonDerivative · entry 1

Howell Laura Finley · CIK 0001763667 · SVP & GENERAL COUNSEL

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,770

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2023 and were priced based on the average of the high and low stock price on April 3, 2023.

F2 · shares: Reflects forfeited shares related to the first 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 3, 2023.

Read SEC document
April 03, 2023 Filed Apr 5, 2023 21:15 UTC
Trent T McKennaEVP & CHIEF OPERATING OFFICER
Tax withholdingCommon Stock 631 $146.44 $92,403.64
Disclosure

SEC source: 0001415889-23-006305 · form4-04052023_050406.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,829

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2023 and were priced based on the average of the high and low stock price on April 3, 2023.

F5 · shares: Reflects forfeited shares related to the third and final vesting of restricted stock units granted on March 5, 2020.

F3 · price: Price is based on the average of the high and low stock price on April 3, 2023.

Read SEC document
April 03, 2023 Filed Apr 5, 2023 21:15 UTC
Trent T McKennaEVP & CHIEF OPERATING OFFICER
Tax withholdingCommon Stock 404 $146.44 $59,161.76
Disclosure

SEC source: 0001415889-23-006305 · form4-04052023_050406.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,460

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2023 and were priced based on the average of the high and low stock price on April 3, 2023.

F4 · shares: Reflects forfeited shares related to the second 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 3, 2023.

Read SEC document
April 03, 2023 Filed Apr 5, 2023 21:15 UTC
Trent T McKennaEVP & CHIEF OPERATING OFFICER
Tax withholdingCommon Stock 412 $146.44 $60,333.28
Disclosure

SEC source: 0001415889-23-006305 · form4-04052023_050406.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,864

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2023 and were priced based on the average of the high and low stock price on April 3, 2023.

F2 · shares: Reflects forfeited shares related to the first 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 3, 2023.

Read SEC document
March 21, 2023 Filed Mar 23, 2023 21:15 UTC
Howell Laura FinleySVP & GENERAL COUNSEL
Tax withholdingCommon Stock 452 $141.22 $63,831.44
Disclosure

SEC source: 0001415889-23-005365 · form4-03232023_050313.xml · nonDerivative · entry 3

Howell Laura Finley · CIK 0001763667 · SVP & GENERAL COUNSEL

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,974

F3 · shares: Forfeited shares are related to dollar-denominated performance restricted stock units that vested on March 21, 2023 and were priced based on the closing price of the Company common stock on March 21, 2023.

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March 21, 2023 Filed Mar 23, 2023 21:15 UTC
Howell Laura FinleySVP & GENERAL COUNSEL
GrantCommon Stock 1,124 $0.00 $0.00
Disclosure

SEC source: 0001415889-23-005365 · form4-03232023_050313.xml · nonDerivative · entry 2

Howell Laura Finley · CIK 0001763667 · SVP & GENERAL COUNSEL

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,426

F2 · shares: Reflects dollar-denominated performance restricted stock units granted on March 5, 2020 that vested on March 21, 2023. These units vested as a result of the Company's 2020-2022 relative Total Shareholder Return and 2020-2022 Company average EPS - the applicable performance measures.

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March 21, 2023 Filed Mar 23, 2023 21:15 UTC
Howell Laura FinleySVP & GENERAL COUNSEL
GrantCommon Stock 1,504 $0.00 $0.00
Disclosure

SEC source: 0001415889-23-005365 · form4-03232023_050313.xml · nonDerivative · entry 1

Howell Laura Finley · CIK 0001763667 · SVP & GENERAL COUNSEL

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,302

F1 · shares: Each restricted stock unit granted on March 21, 2023 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 21, 2023 Filed Mar 23, 2023 21:15 UTC
Shaeff JulieCHIEF ACCOUNTING OFFICER
Tax withholdingCommon Stock 670 $141.22 $94,617.40
Disclosure

SEC source: 0001415889-23-005364 · form4-03232023_050311.xml · nonDerivative · entry 3

Shaeff Julie · CIK 0001319782 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,446

F3 · shares: Forfeited shares are related to dollar-denominated performance restricted stock units that vested on March 21, 2023 and were priced based on the closing price of the Company common stock on March 21, 2023.

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March 21, 2023 Filed Mar 23, 2023 21:15 UTC
Shaeff JulieCHIEF ACCOUNTING OFFICER
GrantCommon Stock 1,738 $0.00 $0.00
Disclosure

SEC source: 0001415889-23-005364 · form4-03232023_050311.xml · nonDerivative · entry 2

Shaeff Julie · CIK 0001319782 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,116

F2 · shares: Reflects dollar-denominated performance restricted stock units granted on March 5, 2020 that vested on March 21, 2023. These units vested as a result of the Company's 2020-2022 relative Total Shareholder Return and 2020-2022 Company average EPS - the applicable performance measures.

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March 21, 2023 Filed Mar 23, 2023 21:15 UTC
Shaeff JulieCHIEF ACCOUNTING OFFICER
GrantCommon Stock 1,104 $0.00 $0.00
Disclosure

SEC source: 0001415889-23-005364 · form4-03232023_050311.xml · nonDerivative · entry 1

Shaeff Julie · CIK 0001319782 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,378

F1 · shares: Each restricted stock unit granted on March 21, 2023 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 21, 2023 Filed Mar 23, 2023 21:15 UTC
Reed TerrenceSVP OF PEOPLE & LEADERSHIP DEV
GrantCommon Stock 941 $0.00 $0.00
Disclosure

SEC source: 0001415889-23-005366 · form4-03232023_050315.xml · nonDerivative · entry 1

Reed Terrence · CIK 0001903895 · SVP OF PEOPLE & LEADERSHIP DEV

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,811

F1 · shares: Each restricted stock unit granted on March 21, 2023 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 21, 2023 Filed Mar 23, 2023 21:15 UTC
Trent T McKennaEVP & CHIEF OPERATING OFFICER
Tax withholdingCommon Stock 1,100 $141.22 $155,342.00
Disclosure

SEC source: 0001415889-23-005363 · form4-03232023_050308.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,276

F3 · shares: Forfeited shares are related to dollar-denominated performance restricted stock units that vested on March 21, 2023 and were priced based on the closing price of the Company common stock on March 21, 2023.

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March 21, 2023 Filed Mar 23, 2023 21:15 UTC
Trent T McKennaEVP & CHIEF OPERATING OFFICER
GrantCommon Stock 2,876 $0.00 $0.00
Disclosure

SEC source: 0001415889-23-005363 · form4-03232023_050308.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,376

F2 · shares: Reflects dollar-denominated performance restricted stock units granted on March 5, 2020 that vested on March 21, 2023. These units vested as a result of the Company's 2020-2022 relative Total Shareholder Return and 2020-2022 Company average EPS - the applicable performance measures.

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March 21, 2023 Filed Mar 23, 2023 21:15 UTC
Trent T McKennaEVP & CHIEF OPERATING OFFICER
GrantCommon Stock 2,597 $0.00 $0.00
Disclosure

SEC source: 0001415889-23-005363 · form4-03232023_050308.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,500

F1 · shares: Each restricted stock unit granted on March 21, 2023 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 21, 2023 Filed Mar 23, 2023 21:15 UTC
GEORGE WILLIAM IIICHIEF FINANCIAL OFFICER
Tax withholdingCommon Stock 2,018 $141.22 $284,981.96
Disclosure

SEC source: 0001415889-23-005362 · form4-03232023_050304.xml · nonDerivative · entry 3

GEORGE WILLIAM III · CIK 0001205073 · CHIEF FINANCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,360

F3 · shares: Forfeited shares are related to dollar-denominated performance restricted stock units that vested on March 21, 2023 and were priced based on the closing price of the Company common stock on March 21, 2023.

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March 21, 2023 Filed Mar 23, 2023 21:15 UTC
GEORGE WILLIAM IIICHIEF FINANCIAL OFFICER
GrantCommon Stock 5,130 $0.00 $0.00
Disclosure

SEC source: 0001415889-23-005362 · form4-03232023_050304.xml · nonDerivative · entry 2

GEORGE WILLIAM III · CIK 0001205073 · CHIEF FINANCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 50,378

F2 · shares: Reflects dollar-denominated performance restricted stock units granted on March 5, 2020 that vested on March 21, 2023. These units vested as a result of the Company's 2020-2022 relative Total Shareholder Return and 2020-2022 Company average EPS - the applicable performance measures.

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March 21, 2023 Filed Mar 23, 2023 21:15 UTC
GEORGE WILLIAM IIICHIEF FINANCIAL OFFICER
GrantCommon Stock 3,810 $0.00 $0.00
Disclosure

SEC source: 0001415889-23-005362 · form4-03232023_050304.xml · nonDerivative · entry 1

GEORGE WILLIAM III · CIK 0001205073 · CHIEF FINANCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 45,248

F1 · shares: Each restricted stock unit granted on March 21, 2023 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 21, 2023 Filed Mar 23, 2023 21:15 UTC
Lane Brian E.Director · PRESIDENT/CHIEF EXECUTIVE OFF.
Tax withholdingCommon Stock 5,328 $141.22 $752,420.16
Disclosure

SEC source: 0001415889-23-005361 · form4-03232023_050301.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: 290,861

F3 · shares: Forfeited shares are related to dollar-denominated performance restricted stock units that vested on March 21, 2023 and were priced based on the closing price of the Company common stock on March 21, 2023.

Read SEC document
March 21, 2023 Filed Mar 23, 2023 21:15 UTC
Lane Brian E.Director · PRESIDENT/CHIEF EXECUTIVE OFF.
GrantCommon Stock 13,542 $0.00 $0.00
Disclosure

SEC source: 0001415889-23-005361 · form4-03232023_050301.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: 296,189

F2 · shares: Reflects dollar-denominated performance restricted stock units granted on March 5, 2020 that vested on March 21, 2023. These units vested as a result of the Company's 2020-2022 relative Total Shareholder Return and 2020-2022 Company average EPS - the applicable performance measures.

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March 21, 2023 Filed Mar 23, 2023 21:15 UTC
Lane Brian E.Director · PRESIDENT/CHIEF EXECUTIVE OFF.
GrantCommon Stock 11,529 $0.00 $0.00
Disclosure

SEC source: 0001415889-23-005361 · form4-03232023_050301.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: 282,647

F1 · shares: Each restricted stock unit granted on March 21, 2023 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 10, 2023 Filed Mar 13, 2023 11:00 UTC SaleCommon Stock 3,000 $143.03 $429,090.00
Disclosure

SEC source: 0001415889-23-004703 · form4-03132023_070302.xml · nonDerivative · entry 1

Skidmore Constance Ellen · CIK 0001563462 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,722

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.

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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.