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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
May 27, 2022 Filed May 31, 2022 20:30 UTC
MYERS FRANKLINDirector · CHAIRMAN OF THE BOARD
GiftCommon Stock 1,000 $0.00 $0.00
Disclosure

SEC source: 0001415889-22-005903 · form4-05312022_040501.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 200,319

F1 · kind: This transaction represents a charitable donation.

Read SEC document
May 17, 2022 Filed May 19, 2022 22:06 UTC GrantCommon Stock 1,869 $0.00 $0.00
Disclosure

SEC source: 0001415889-22-005328 · form4-05192022_030551.xml · nonDerivative · entry 1

Wallis-Lage Cindy L. · CIK 0001862680 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 3,808

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, 2022 Filed May 19, 2022 22:01 UTC
Tang Vance WDirector
GrantCommon Stock 1,869 $0.00 $0.00
Disclosure

SEC source: 0001415889-22-005327 · form4-05192022_030520.xml · nonDerivative · entry 1

Tang Vance W · CIK 0001479275 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 30,666

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 17, 2022 Filed May 19, 2022 21:58 UTC GrantCommon Stock 1,869 $0.00 $0.00
Disclosure

SEC source: 0001415889-22-005326 · form4-05192022_020544.xml · nonDerivative · entry 1

Skidmore Constance Ellen · CIK 0001563462 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 36,722

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, 2022 Filed May 19, 2022 21:55 UTC
MYERS FRANKLINDirector · CHAIRMAN OF THE BOARD
GrantCommon Stock 1,869 $0.00 $0.00
Disclosure

SEC source: 0001415889-22-005324 · form4-05192022_020507.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 201,319

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, 2022 Filed May 19, 2022 21:57 UTC GrantCommon Stock 1,869 $0.00 $0.00
Disclosure

SEC source: 0001415889-22-005325 · form4-05192022_020520.xml · nonDerivative · entry 1

SANDBROOK WILLIAM J · CIK 0001527678 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,311

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, 2022 Filed May 19, 2022 21:53 UTC GrantCommon Stock 1,869 $0.00 $0.00
Disclosure

SEC source: 0001415889-22-005323 · form4-05192022_020515.xml · nonDerivative · entry 1

Mercado, Pablo G. · CIK 0001535246 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,473

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, 2022 Filed May 19, 2022 21:51 UTC
Krusi AlanDirector
GrantCommon Stock 1,869 $0.00 $0.00
Disclosure

SEC source: 0001415889-22-005322 · form4-05192022_020521.xml · nonDerivative · entry 1

Krusi Alan · CIK 0001429394 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 34,722

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 The Krusi Family Trust for which the Reporting Person and his spouse are trustees.

Read SEC document
May 17, 2022 Filed May 19, 2022 21:49 UTC GrantCommon Stock 1,869 $0.00 $0.00
Disclosure

SEC source: 0001415889-22-005321 · form4-05192022_020557.xml · nonDerivative · entry 1

BULLS HERMAN E · CIK 0001205068 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 68,669

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, 2022 Filed May 19, 2022 21:46 UTC GrantCommon Stock 1,869 $0.00 $0.00
Disclosure

SEC source: 0001415889-22-005320 · form4-05192022_020543.xml · nonDerivative · entry 1

ANDERSON DARCY · CIK 0001199361 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 57,663

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 01, 2022 Filed Apr 5, 2022 20:15 UTC
Trent T McKennaEVP & CHIEF OPERATING OFFICER
Tax withholdingCommon Stock 474 $89.42 $42,382.71
Disclosure

SEC source: 0001415889-22-003817 · form4-04052022_040420.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,903

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2022 and were priced based on the average of the high and low stock price on April 1, 2022.

F5 · shares: Reflects forfeited shares related to the third and final vesting of restricted stock units granted on March 6, 2019.

F3 · price: Price is based on the average of the high and low stock price on April 1, 2022.

Read SEC document
April 01, 2022 Filed Apr 5, 2022 20:15 UTC
Trent T McKennaEVP & CHIEF OPERATING OFFICER
Tax withholdingCommon Stock 608 $89.42 $54,364.32
Disclosure

SEC source: 0001415889-22-003817 · form4-04052022_040420.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,377

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2022 and were priced based on the average of the high and low stock price on April 1, 2022.

F4 · shares: Reflects forfeited shares related to the second 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 1, 2022.

Read SEC document
April 01, 2022 Filed Apr 5, 2022 20:15 UTC
Trent T McKennaEVP & CHIEF OPERATING OFFICER
Tax withholdingCommon Stock 381 $89.42 $34,067.12
Disclosure

SEC source: 0001415889-22-003817 · form4-04052022_040420.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,985

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2022 and were priced based on the average of the high and low stock price on April 1, 2022.

F2 · shares: Reflects forfeited shares related to the first 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, 2022.

Read SEC document
April 01, 2022 Filed Apr 5, 2022 20:15 UTC
Shaeff JulieCHIEF ACCOUNTING OFFICER
Tax withholdingCommon Stock 289 $89.42 $25,840.94
Disclosure

SEC source: 0001415889-22-003820 · form4-04052022_040430.xml · nonDerivative · entry 3

Shaeff Julie · CIK 0001319782 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,274

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2022 and were priced based on the average of the high and low stock price on April 1, 2022.

F5 · shares: Reflects forfeited shares related to the third and final vesting of restricted stock units granted on March 6, 2019.

F3 · price: Price is based on the average of the high and low stock price on April 1, 2022.

Read SEC document
April 01, 2022 Filed Apr 5, 2022 20:15 UTC
Shaeff JulieCHIEF ACCOUNTING OFFICER
Tax withholdingCommon Stock 371 $89.42 $33,172.97
Disclosure

SEC source: 0001415889-22-003820 · form4-04052022_040430.xml · nonDerivative · entry 2

Shaeff Julie · CIK 0001319782 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,563

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2022 and were priced based on the average of the high and low stock price on April 1, 2022.

F4 · shares: Reflects forfeited shares related to the second 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 1, 2022.

Read SEC document
April 01, 2022 Filed Apr 5, 2022 20:15 UTC
Shaeff JulieCHIEF ACCOUNTING OFFICER
Tax withholdingCommon Stock 212 $89.42 $18,955.98
Disclosure

SEC source: 0001415889-22-003820 · form4-04052022_040430.xml · nonDerivative · entry 1

Shaeff Julie · CIK 0001319782 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,934

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2022 and were priced based on the average of the high and low stock price on April 1, 2022.

F2 · shares: Reflects forfeited shares related to the first 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, 2022.

Read SEC document
April 01, 2022 Filed Apr 5, 2022 20:16 UTC
Reed TerrenceSVP OF PEOPLE & LEADERSHIP DEV
Tax withholdingCommon Stock 224 $89.42 $20,028.96
Disclosure

SEC source: 0001415889-22-003821 · form4-04052022_040436.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,870

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2022 and were priced based on the average of the high and low stock price on April 1, 2022.

F2 · shares: Reflects forfeited shares related to the first 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, 2022.

Read SEC document
April 01, 2022 Filed Apr 5, 2022 20:15 UTC
Howell Laura FinleySVP & GENERAL COUNSEL
Tax withholdingCommon Stock 139 $89.42 $12,428.69
Disclosure

SEC source: 0001415889-22-003818 · form4-04052022_040425.xml · nonDerivative · entry 3

Howell Laura Finley · CIK 0001763667 · SVP & GENERAL COUNSEL

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,798

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2022 and were priced based on the average of the high and low stock price on April 1, 2022.

F5 · shares: Reflects forfeited shares related to the third and final vesting of restricted stock units granted on March 6, 2019.

F3 · price: Price is based on the average of the high and low stock price on April 1, 2022.

Read SEC document
April 01, 2022 Filed Apr 5, 2022 20:15 UTC
Howell Laura FinleySVP & GENERAL COUNSEL
Tax withholdingCommon Stock 246 $89.42 $21,996.09
Disclosure

SEC source: 0001415889-22-003818 · form4-04052022_040425.xml · nonDerivative · entry 2

Howell Laura Finley · CIK 0001763667 · SVP & GENERAL COUNSEL

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,937

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2022 and were priced based on the average of the high and low stock price on April 1, 2022.

F4 · shares: Reflects forfeited shares related to the second 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 1, 2022.

Read SEC document
April 01, 2022 Filed Apr 5, 2022 20:15 UTC
Howell Laura FinleySVP & GENERAL COUNSEL
Tax withholdingCommon Stock 191 $89.42 $17,078.27
Disclosure

SEC source: 0001415889-22-003818 · form4-04052022_040425.xml · nonDerivative · entry 1

Howell Laura Finley · CIK 0001763667 · SVP & GENERAL COUNSEL

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,183

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2022 and were priced based on the average of the high and low stock price on April 1, 2022.

F2 · shares: Reflects forfeited shares related to the first 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, 2022.

Read SEC document
April 01, 2022 Filed Apr 5, 2022 20:15 UTC
GEORGE WILLIAM IIICHIEF FINANCIAL OFFICER
Tax withholdingCommon Stock 886 $89.42 $79,221.69
Disclosure

SEC source: 0001415889-22-003816 · form4-04052022_040411.xml · nonDerivative · entry 3

GEORGE WILLIAM III · CIK 0001205073 · CHIEF FINANCIAL OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 49,931

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2022 and were priced based on the average of the high and low stock price on April 1, 2022.

F5 · shares: Reflects forfeited shares related to the third and final vesting of restricted stock units granted on March 6, 2019.

F3 · price: Price is based on the average of the high and low stock price on April 1, 2022.

Read SEC document
April 01, 2022 Filed Apr 5, 2022 20:15 UTC
GEORGE WILLIAM IIICHIEF FINANCIAL OFFICER
Tax withholdingCommon Stock 1,067 $89.42 $95,405.81
Disclosure

SEC source: 0001415889-22-003816 · form4-04052022_040411.xml · nonDerivative · entry 2

GEORGE WILLIAM III · CIK 0001205073 · CHIEF FINANCIAL OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 50,817

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2022 and were priced based on the average of the high and low stock price on April 1, 2022.

F4 · shares: Reflects forfeited shares related to the second 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 1, 2022.

Read SEC document
April 01, 2022 Filed Apr 5, 2022 20:15 UTC
GEORGE WILLIAM IIICHIEF FINANCIAL OFFICER
Tax withholdingCommon Stock 435 $89.42 $38,895.53
Disclosure

SEC source: 0001415889-22-003816 · form4-04052022_040411.xml · nonDerivative · entry 1

GEORGE WILLIAM III · CIK 0001205073 · CHIEF FINANCIAL OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 51,884

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2022 and were priced based on the average of the high and low stock price on April 1, 2022.

F2 · shares: Reflects forfeited shares related to the first 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, 2022.

Read SEC document
April 01, 2022 Filed Apr 5, 2022 20:15 UTC
Lane Brian E.Director · PRESIDENT/CHIEF EXECUTIVE OFF.
Tax withholdingCommon Stock 2,331 $89.42 $208,426.37
Disclosure

SEC source: 0001415889-22-003815 · form4-04052022_040401.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 281,329

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2022 and were priced based on the average of the high and low stock price on April 1, 2022.

F5 · shares: Reflects forfeited shares related to the third and final vesting of restricted stock units granted on March 6, 2019.

F3 · price: Price is based on the average of the high and low stock price on April 1, 2022.

Read SEC document
April 01, 2022 Filed Apr 5, 2022 20:15 UTC
Lane Brian E.Director · PRESIDENT/CHIEF EXECUTIVE OFF.
Tax withholdingCommon Stock 2,969 $89.42 $265,473.14
Disclosure

SEC source: 0001415889-22-003815 · form4-04052022_040401.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 283,660

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2022 and were priced based on the average of the high and low stock price on April 1, 2022.

F4 · shares: Reflects forfeited shares related to the second 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 1, 2022.

Read SEC document
April 01, 2022 Filed Apr 5, 2022 20:15 UTC
Lane Brian E.Director · PRESIDENT/CHIEF EXECUTIVE OFF.
Tax withholdingCommon Stock 2,086 $89.42 $186,519.69
Disclosure

SEC source: 0001415889-22-003815 · form4-04052022_040401.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 286,629

F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2022 and were priced based on the average of the high and low stock price on April 1, 2022.

F2 · shares: Reflects forfeited shares related to the first 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, 2022.

Read SEC document
March 23, 2022 Filed Mar 25, 2022 20:15 UTC
Shaeff JulieCHIEF ACCOUNTING OFFICER
Tax withholdingCommon Stock 829 $91.16 $75,571.64
Disclosure

SEC source: 0001415889-22-003367 · form4-03252022_040316.xml · nonDerivative · entry 3

Shaeff Julie · CIK 0001319782 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,146

F3 · shares: Forfeited shares are related to dollar-denominated performance restricted stock units that vested on March 23, 2022 and were priced based on the closing price of the Company common stock on March 23, 2022.

Read SEC document
March 23, 2022 Filed Mar 25, 2022 20:15 UTC
Shaeff JulieCHIEF ACCOUNTING OFFICER
GrantCommon Stock 2,159 $0.00 $0.00
Disclosure

SEC source: 0001415889-22-003367 · form4-03252022_040316.xml · nonDerivative · entry 2

Shaeff Julie · CIK 0001319782 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,975

F2 · shares: Reflects dollar-denominated performance restricted stock units granted on March 6, 2019 that vested on March 23, 2022. These units vested as a result of the Company's 2019-2021 relative Total Shareholder Return and 2019-2021 Company average EPS - the applicable performance measures.

Read SEC document
March 23, 2022 Filed Mar 25, 2022 20:15 UTC
Shaeff JulieCHIEF ACCOUNTING OFFICER
GrantCommon Stock 1,461 $0.00 $0.00
Disclosure

SEC source: 0001415889-22-003367 · form4-03252022_040316.xml · nonDerivative · entry 1

Shaeff Julie · CIK 0001319782 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,816

F1 · shares: Each restricted stock unit granted on March 23, 2022 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 23, 2022 Filed Mar 25, 2022 20:15 UTC
Reed TerrenceSVP OF PEOPLE & LEADERSHIP DEV
GrantCommon Stock 1,086 $0.00 $0.00
Disclosure

SEC source: 0001415889-22-003369 · form4-03252022_040328.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,094

F1 · shares: Each restricted stock unit granted on March 23, 2022 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 23, 2022 Filed Mar 25, 2022 20:15 UTC
Trent T McKennaEVP & CHIEF OPERATING OFFICER
Tax withholdingCommon Stock 1,362 $91.16 $124,159.92
Disclosure

SEC source: 0001415889-22-003366 · form4-03252022_040311.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 35,366

F3 · shares: Forfeited shares are related to dollar-denominated performance restricted stock units that vested on March 23, 2022 and were priced based on the closing price of the Company common stock on March 23, 2022.

Read SEC document
March 23, 2022 Filed Mar 25, 2022 20:15 UTC
Trent T McKennaEVP & CHIEF OPERATING OFFICER
GrantCommon Stock 3,574 $0.00 $0.00
Disclosure

SEC source: 0001415889-22-003366 · form4-03252022_040311.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 36,728

F2 · shares: Reflects dollar-denominated performance restricted stock units granted on March 6, 2019 that vested on March 23, 2022. These units vested as a result of the Company's 2019-2021 relative Total Shareholder Return and 2019-2021 Company average EPS - the applicable performance measures.

Read SEC document
March 23, 2022 Filed Mar 25, 2022 20:15 UTC
Trent T McKennaEVP & CHIEF OPERATING OFFICER
GrantCommon Stock 3,137 $0.00 $0.00
Disclosure

SEC source: 0001415889-22-003366 · form4-03252022_040311.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,154

F1 · shares: Each restricted stock unit granted on March 23, 2022 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 23, 2022 Filed Mar 25, 2022 20:15 UTC
Howell Laura FinleySVP & GENERAL COUNSEL
Tax withholdingCommon Stock 417 $91.16 $38,013.72
Disclosure

SEC source: 0001415889-22-003368 · form4-03252022_040323.xml · nonDerivative · entry 3

Howell Laura Finley · CIK 0001763667 · SVP & GENERAL COUNSEL

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,374

F3 · shares: Forfeited shares are related to dollar-denominated performance restricted stock units that vested on March 23, 2022 and were priced based on the closing price of the Company common stock on March 23, 2022.

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March 23, 2022 Filed Mar 25, 2022 20:15 UTC
Howell Laura FinleySVP & GENERAL COUNSEL
GrantCommon Stock 1,088 $0.00 $0.00
Disclosure

SEC source: 0001415889-22-003368 · form4-03252022_040323.xml · nonDerivative · entry 2

Howell Laura Finley · CIK 0001763667 · SVP & GENERAL COUNSEL

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,791

F2 · shares: Reflects dollar-denominated performance restricted stock units granted on March 6, 2019 that vested on March 23, 2022. These units vested as a result of the Company's 2019-2021 relative Total Shareholder Return and 2019-2021 Company average EPS - the applicable performance measures.

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March 23, 2022 Filed Mar 25, 2022 20:15 UTC
Howell Laura FinleySVP & GENERAL COUNSEL
GrantCommon Stock 1,535 $0.00 $0.00
Disclosure

SEC source: 0001415889-22-003368 · form4-03252022_040323.xml · nonDerivative · entry 1

Howell Laura Finley · CIK 0001763667 · SVP & GENERAL COUNSEL

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,703

F1 · shares: Each restricted stock unit granted on March 23, 2022 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 23, 2022 Filed Mar 25, 2022 20:15 UTC
GEORGE WILLIAM IIICHIEF FINANCIAL OFFICER
Tax withholdingCommon Stock 2,457 $91.16 $223,980.12
Disclosure

SEC source: 0001415889-22-003365 · form4-03252022_040306.xml · nonDerivative · entry 3

GEORGE WILLIAM III · CIK 0001205073 · CHIEF FINANCIAL OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 52,319

F3 · shares: Forfeited shares are related to dollar-denominated performance restricted stock units that vested on March 23, 2022 and were priced based on the closing price of the Company common stock on March 23, 2022.

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March 23, 2022 Filed Mar 25, 2022 20:15 UTC
GEORGE WILLIAM IIICHIEF FINANCIAL OFFICER
GrantCommon Stock 6,379 $0.00 $0.00
Disclosure

SEC source: 0001415889-22-003365 · form4-03252022_040306.xml · nonDerivative · entry 2

GEORGE WILLIAM III · CIK 0001205073 · CHIEF FINANCIAL OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 54,776

F2 · shares: Reflects dollar-denominated performance restricted stock units granted on March 6, 2019 that vested on March 23, 2022. These units vested as a result of the Company's 2019-2021 relative Total Shareholder Return and 2019-2021 Company average EPS - the applicable performance measures.

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March 23, 2022 Filed Mar 25, 2022 20:15 UTC
GEORGE WILLIAM IIICHIEF FINANCIAL OFFICER
GrantCommon Stock 4,826 $0.00 $0.00
Disclosure

SEC source: 0001415889-22-003365 · form4-03252022_040306.xml · nonDerivative · entry 1

GEORGE WILLIAM III · CIK 0001205073 · CHIEF FINANCIAL OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 48,397

F1 · shares: Each restricted stock unit granted on March 23, 2022 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 23, 2022 Filed Mar 25, 2022 20:15 UTC
Lane Brian E.Director · PRESIDENT/CHIEF EXECUTIVE OFF.
Tax withholdingCommon Stock 6,609 $91.16 $602,476.44
Disclosure

SEC source: 0001415889-22-003364 · form4-03252022_040301.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 288,715

F3 · shares: Forfeited shares are related to dollar-denominated performance restricted stock units that vested on March 23, 2022 and were priced based on the closing price of the Company common stock on March 23, 2022.

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March 23, 2022 Filed Mar 25, 2022 20:15 UTC
Lane Brian E.Director · PRESIDENT/CHIEF EXECUTIVE OFF.
GrantCommon Stock 16,794 $0.00 $0.00
Disclosure

SEC source: 0001415889-22-003364 · form4-03252022_040301.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 295,324

F2 · shares: Reflects dollar-denominated performance restricted stock units granted on March 6, 2019 that vested on March 23, 2022. These units vested as a result of the Company's 2019-2021 relative Total Shareholder Return and 2019-2021 Company average EPS - the applicable performance measures.

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March 23, 2022 Filed Mar 25, 2022 20:15 UTC
Lane Brian E.Director · PRESIDENT/CHIEF EXECUTIVE OFF.
GrantCommon Stock 14,335 $0.00 $0.00
Disclosure

SEC source: 0001415889-22-003364 · form4-03252022_040301.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 278,530

F1 · shares: Each restricted stock unit granted on March 23, 2022 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, 2022 Filed Mar 11, 2022 19:04 UTC SaleCommon Stock 3,000 $89.06 $267,165.30
Disclosure

SEC source: 0001179110-22-002137 · edgar.xml · nonDerivative · entry 1

Skidmore Constance Ellen · CIK 0001563462 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,853

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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December 10, 2021 Filed Dec 13, 2021 20:27 UTC
MYERS FRANKLINDirector · Chairman of the Board
GiftCommon Stock 550 $0.00 $0.00
Disclosure

SEC source: 0001179110-21-010846 · edgar.xml · nonDerivative · entry 1

MYERS FRANKLIN · CIK 0001207002 · Director · Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 199,450

F1 · kind: This transaction represents a charitable donation.

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December 10, 2021 Filed Dec 16, 2021 21:50 UTC SaleCommon Stock 3,000 $96.27 $288,810.00
Disclosure

SEC source: 0001179110-21-011052 · edgar.xml · nonDerivative · entry 1

Skidmore Constance Ellen · CIK 0001563462 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 37,853

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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November 18, 2021 Filed Nov 19, 2021 18:47 UTC
MYERS FRANKLINDirector · Chairman of the Board
SaleCommon Stock 74,227 $102.34 $7,596,391.18
Disclosure

SEC source: 0001179110-21-010265 · edgar.xml · nonDerivative · entry 1

MYERS FRANKLIN · CIK 0001207002 · Director · Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 200,000

F1 · kind: The Reporting Person contributed FIX common stock to an exchange fund in exchange for shares of the exchange fund. The FIX common stock was valued at $102.34 per share for the purpose of determining the number of shares of the exchange fund issuable to the Reporting Person.

F1 · price: The Reporting Person contributed FIX common stock to an exchange fund in exchange for shares of the exchange fund. The FIX common stock was valued at $102.34 per share for the purpose of determining the number of shares of the exchange fund issuable to the Reporting Person.

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November 17, 2021 Filed Nov 18, 2021 22:05 UTC
Tang Vance WDirector
SaleCommon Stock 1,939 $102.25 $198,262.75
Disclosure

SEC source: 0001179110-21-010254 · edgar.xml · nonDerivative · entry 1

Tang Vance W · CIK 0001479275 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 28,797

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.

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November 01, 2021 Filed Nov 2, 2021 15:37 UTC
Lane Brian E.Director · President/Chief Executive Off.
Exercise / conversionOption to Buy · Derivative 32,873 $0.00 Strike: $42.50 $0.00
Disclosure

SEC source: 0001179110-21-009749 · edgar.xml · derivative · entry 3

Lane Brian E. · CIK 0001448240 · Director · President/Chief Executive Off.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 32,873 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.

F2 · derivative.exercise_date: Stock options were granted on 03/07/2018, vested equally over a three-year period, and were fully vested on 04/01/2021.

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November 01, 2021 Filed Nov 2, 2021 15:37 UTC
Lane Brian E.Director · President/Chief Executive Off.
SaleCommon Stock 32,873 $92.65 $3,045,795.22
Disclosure

SEC source: 0001179110-21-009749 · edgar.xml · nonDerivative · entry 2

Lane Brian E. · CIK 0001448240 · Director · President/Chief Executive Off.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 264,195

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 01, 2021 Filed Nov 2, 2021 15:37 UTC
Lane Brian E.Director · President/Chief Executive Off.
Exercise / conversionCommon Stock 32,873 $42.50 $1,397,102.50
Disclosure

SEC source: 0001179110-21-009749 · edgar.xml · nonDerivative · entry 1

Lane Brian E. · CIK 0001448240 · Director · President/Chief Executive Off.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 297,068

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

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