Last 12 months
Inside the activity.
0 purchase rows · 26 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 1 |
| Dec 2025 | 0 | 2 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 7 |
| Mar 2026 | 0 | 3 |
| Apr 2026 | 0 | 2 |
| May 2026 | 0 | 6 |
| Jun 2026 | 0 | 1 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 4 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| October 29, 2021 Filed Nov 2, 2021 15:23 UTC |
GEORGE WILLIAM IIIChief Financial Officer
|
Exercise / conversionOption to Buy · Derivative | 21,055 | $0.00 Strike: $19.67 | $0.00 |
DisclosureSEC source: 0001179110-21-009748 · edgar.xml · derivative · entry 4 GEORGE WILLIAM III · CIK 0001205073 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 21,055 shares Expires 2025-03-25 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Stock options were granted on 03/25/2015, vested ratably over a three-year period, and were fully vested on 04/01/2018. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 15:23 UTC |
GEORGE WILLIAM IIIChief Financial Officer
|
SaleCommon Stock | 21,055 | $90.97 | $1,915,413.35 |
DisclosureSEC source: 0001179110-21-009748 · edgar.xml · nonDerivative · entry 3 GEORGE WILLIAM III · CIK 0001205073 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,571 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 |
| October 29, 2021 Filed Nov 2, 2021 15:23 UTC |
GEORGE WILLIAM IIIChief Financial Officer
|
Exercise / conversionCommon Stock | 21,055 | $19.67 | $414,151.85 |
DisclosureSEC source: 0001179110-21-009748 · edgar.xml · nonDerivative · entry 2 GEORGE WILLIAM III · CIK 0001205073 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,626 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 |
| October 29, 2021 Filed Nov 2, 2021 15:18 UTC |
Trent T McKennaChief Operating Officer
|
Exercise / conversionOption to Buy · Derivative | 3,000 | $0.00 Strike: $42.50 | $0.00 |
DisclosureSEC source: 0001179110-21-009747 · edgar.xml · derivative · entry 7 Trent T McKenna · CIK 0001373205 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,310 Underlying: Common Stock · 3,000 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. F4 · 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. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 15:18 UTC |
Trent T McKennaChief Operating Officer
|
Exercise / conversionOption to Buy · Derivative | 3,000 | $0.00 Strike: $36.25 | $0.00 |
DisclosureSEC source: 0001179110-21-009747 · edgar.xml · derivative · entry 6 Trent T McKenna · CIK 0001373205 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,076 Underlying: Common Stock · 3,000 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. F3 · derivative.exercise_date: Stock options were granted on 03/08/2017, vested equally over a three-year period, and were fully vested on 04/01/2020. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 15:18 UTC |
Trent T McKennaChief Operating Officer
|
Exercise / conversionOption to Buy · Derivative | 4,000 | $0.00 Strike: $30.36 | $0.00 |
DisclosureSEC source: 0001179110-21-009747 · edgar.xml · derivative · entry 5 Trent T McKenna · CIK 0001373205 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,939 Underlying: Common Stock · 4,000 shares Expires 2026-03-23 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 03/23/2016, vested equally over a three-year period, and were fully vested on 04/01/2019. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 15:18 UTC |
Trent T McKennaChief Operating Officer
|
SaleCommon Stock | 10,000 | $91.31 | $913,064.00 |
DisclosureSEC source: 0001179110-21-009747 · edgar.xml · nonDerivative · entry 4 Trent T McKenna · CIK 0001373205 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,017 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 29, 2021 Filed Nov 2, 2021 15:18 UTC |
Trent T McKennaChief Operating Officer
|
Exercise / conversionCommon Stock | 3,000 | $42.50 | $127,500.00 |
DisclosureSEC source: 0001179110-21-009747 · edgar.xml · nonDerivative · entry 3 Trent T McKenna · CIK 0001373205 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,017 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 |
| October 29, 2021 Filed Nov 2, 2021 15:18 UTC |
Trent T McKennaChief Operating Officer
|
Exercise / conversionCommon Stock | 3,000 | $36.25 | $108,750.00 |
DisclosureSEC source: 0001179110-21-009747 · edgar.xml · nonDerivative · entry 2 Trent T McKenna · CIK 0001373205 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,017 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 |
| October 29, 2021 Filed Nov 2, 2021 15:18 UTC |
Trent T McKennaChief Operating Officer
|
Exercise / conversionCommon Stock | 4,000 | $30.36 | $121,440.00 |
DisclosureSEC source: 0001179110-21-009747 · edgar.xml · nonDerivative · entry 1 Trent T McKenna · CIK 0001373205 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,017 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 24, 2021 Filed May 25, 2021 16:51 UTC |
Trent T McKennaChief Operating Officer
|
Exercise / conversionOption to Buy · Derivative | 3,000 | $0.00 Strike: $42.50 | $0.00 |
DisclosureSEC source: 0001179110-21-005856 · edgar.xml · derivative · entry 7 Trent T McKenna · CIK 0001373205 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,310 Underlying: Common Stock · 3,000 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. F4 · 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. Read SEC document |
| May 24, 2021 Filed May 25, 2021 16:51 UTC |
Trent T McKennaChief Operating Officer
|
Exercise / conversionOption to Buy · Derivative | 3,000 | $0.00 Strike: $36.25 | $0.00 |
DisclosureSEC source: 0001179110-21-005856 · edgar.xml · derivative · entry 6 Trent T McKenna · CIK 0001373205 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,076 Underlying: Common Stock · 3,000 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. F3 · derivative.exercise_date: Stock options were granted on 03/08/2017, vested equally over a three-year period, and were fully vested on 04/01/2020. Read SEC document |
| May 24, 2021 Filed May 25, 2021 16:51 UTC |
Trent T McKennaChief Operating Officer
|
Exercise / conversionOption to Buy · Derivative | 3,000 | $0.00 Strike: $30.36 | $0.00 |
DisclosureSEC source: 0001179110-21-005856 · edgar.xml · derivative · entry 5 Trent T McKenna · CIK 0001373205 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,939 Underlying: Common Stock · 3,000 shares Expires 2026-03-23 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 03/23/2016, vested equally over a three-year period, and were fully vested on 04/01/2019. Read SEC document |
| May 24, 2021 Filed May 25, 2021 16:51 UTC |
Trent T McKennaChief Operating Officer
|
SaleCommon Stock | 9,000 | $80.70 | $726,256.80 |
DisclosureSEC source: 0001179110-21-005856 · edgar.xml · nonDerivative · entry 4 Trent T McKenna · CIK 0001373205 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,017 F1 · price: Represents the average price of shares sold; full information regarding the number of shares sold and specific prices will be made available upon request to the Company's Office of the General Counsel. Read SEC document |
| May 24, 2021 Filed May 25, 2021 16:51 UTC |
Trent T McKennaChief Operating Officer
|
Exercise / conversionCommon Stock | 3,000 | $42.50 | $127,500.00 |
DisclosureSEC source: 0001179110-21-005856 · edgar.xml · nonDerivative · entry 3 Trent T McKenna · CIK 0001373205 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,017 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 24, 2021 Filed May 25, 2021 16:51 UTC |
Trent T McKennaChief Operating Officer
|
Exercise / conversionCommon Stock | 3,000 | $36.25 | $108,750.00 |
DisclosureSEC source: 0001179110-21-005856 · edgar.xml · nonDerivative · entry 2 Trent T McKenna · CIK 0001373205 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,017 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 24, 2021 Filed May 25, 2021 16:51 UTC |
Trent T McKennaChief Operating Officer
|
Exercise / conversionCommon Stock | 3,000 | $30.36 | $91,080.00 |
DisclosureSEC source: 0001179110-21-005856 · edgar.xml · nonDerivative · entry 1 Trent T McKenna · CIK 0001373205 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,017 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 18, 2021 Filed May 20, 2021 14:16 UTC |
Wallis-Lage Cindy L.Director
|
GrantCommon Stock | 1,939 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-005612 · edgar.xml · nonDerivative · entry 1 Wallis-Lage Cindy L. · CIK 0001862680 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 1,939 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 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 18, 2021 Filed May 20, 2021 14:12 UTC |
Tang Vance WDirector
|
GrantCommon Stock | 1,939 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-005611 · edgar.xml · nonDerivative · entry 1 Tang Vance W · CIK 0001479275 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 30,736 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 18, 2021 Filed May 20, 2021 14:11 UTC |
Skidmore Constance EllenDirector
|
GrantCommon Stock | 1,939 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-005610 · edgar.xml · nonDerivative · entry 1 Skidmore Constance Ellen · CIK 0001563462 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,853 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 18, 2021 Filed May 20, 2021 14:09 UTC |
SANDBROOK WILLIAM JDirector
|
GrantCommon Stock | 1,939 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-005609 · edgar.xml · nonDerivative · entry 1 SANDBROOK WILLIAM J · CIK 0001527678 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,442 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 18, 2021 Filed May 20, 2021 14:05 UTC |
MYERS FRANKLINDirector · Chairman of the Board
|
GrantCommon Stock | 1,939 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-005608 · edgar.xml · nonDerivative · entry 4 MYERS FRANKLIN · CIK 0001207002 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 274,227 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 18, 2021 Filed May 20, 2021 14:03 UTC |
Mercado, Pablo G.Director
|
GrantCommon Stock | 1,939 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-005607 · edgar.xml · nonDerivative · entry 1 Mercado, Pablo G. · CIK 0001535246 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,604 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 18, 2021 Filed May 20, 2021 14:01 UTC |
Krusi AlanDirector
|
GrantCommon Stock | 1,939 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-005606 · edgar.xml · nonDerivative · entry 1 Krusi Alan · CIK 0001429394 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 32,853 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 18, 2021 Filed May 20, 2021 13:59 UTC |
BULLS HERMAN EDirector
|
GrantCommon Stock | 1,939 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-005605 · edgar.xml · nonDerivative · entry 1 BULLS HERMAN E · CIK 0001205068 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,800 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 18, 2021 Filed May 20, 2021 13:57 UTC |
ANDERSON DARCYDirector
|
GrantCommon Stock | 1,939 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-005604 · edgar.xml · nonDerivative · entry 1 ANDERSON DARCY · CIK 0001199361 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,794 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 10, 2021 Filed May 11, 2021 20:06 UTC |
Shaeff JulieChief Accounting Officer
|
Exercise / conversionOption to Buy · Derivative | 1,000 | $0.00 Strike: $36.25 | $0.00 |
DisclosureSEC source: 0001179110-21-005152 · edgar.xml · derivative · entry 14 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,393 Underlying: Common Stock · 1,000 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. F7 · derivative.exercise_date: Stock options were granted on 3/8/2017, vested equally over a three-year period, and were fully vested on 4/1/2020. Read SEC document |
| May 10, 2021 Filed May 11, 2021 20:06 UTC |
Shaeff JulieChief Accounting Officer
|
Exercise / conversionOption to Buy · Derivative | 1,000 | $0.00 Strike: $30.36 | $0.00 |
DisclosureSEC source: 0001179110-21-005152 · edgar.xml · derivative · entry 13 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,420 Underlying: Common Stock · 1,000 shares Expires 2026-03-23 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. F6 · derivative.exercise_date: Stock options were granted on 3/23/2016, vested equally over a three-year period, and were fully vested on 4/1/2019. Read SEC document |
| May 10, 2021 Filed May 11, 2021 20:06 UTC |
Shaeff JulieChief Accounting Officer
|
Exercise / conversionOption to Buy · Derivative | 1,000 | $0.00 Strike: $19.67 | $0.00 |
DisclosureSEC source: 0001179110-21-005152 · edgar.xml · derivative · entry 12 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,030 Underlying: Common Stock · 1,000 shares Expires 2025-03-25 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: Stock options were granted on 3/25/2015, vested equally over a three-year period, and were fully vested on 4/1/2018. Read SEC document |
| May 10, 2021 Filed May 11, 2021 20:06 UTC |
Shaeff JulieChief Accounting Officer
|
Exercise / conversionOption to Buy · Derivative | 1,000 | $0.00 Strike: $16.15 | $0.00 |
DisclosureSEC source: 0001179110-21-005152 · edgar.xml · derivative · entry 11 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,067 Underlying: Common Stock · 1,000 shares Expires 2024-03-19 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: Stock options were granted on 3/19/2014, vested equally over a three-year period, and were fully vested on 4/1/2017. Read SEC document |
| May 10, 2021 Filed May 11, 2021 20:06 UTC |
Shaeff JulieChief Accounting Officer
|
Exercise / conversionOption to Buy · Derivative | 1,424 | $0.00 Strike: $13.86 | $0.00 |
DisclosureSEC source: 0001179110-21-005152 · edgar.xml · derivative · entry 10 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,424 shares Expires 2023-03-20 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Stock options were granted on 3/20/2013, vested equally over a three-year period, and were fully vested on 4/1/2016. Read SEC document |
| May 10, 2021 Filed May 11, 2021 20:06 UTC |
Shaeff JulieChief Accounting Officer
|
Exercise / conversionOption to Buy · Derivative | 519 | $0.00 Strike: $11.21 | $0.00 |
DisclosureSEC source: 0001179110-21-005152 · edgar.xml · derivative · entry 9 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 519 shares Expires 2022-03-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Stock options were granted on 3/26/2012, vested equally over a three-year period, and were fully vested on 4/1/2015. Read SEC document |
| May 10, 2021 Filed May 11, 2021 20:06 UTC |
Shaeff JulieChief Accounting Officer
|
SaleCommon Stock | 11,258 | $87.29 | $982,718.70 |
DisclosureSEC source: 0001179110-21-005152 · edgar.xml · nonDerivative · entry 8 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,355 F1 · price: Represents the average price of shares sold; full information regarding the number of shares sold and specific prices will be made available upon request to the Company's Office of the General Counsel. Read SEC document |
| May 10, 2021 Filed May 11, 2021 20:06 UTC |
Shaeff JulieChief Accounting Officer
|
SaleCommon Stock | 5,943 | $87.31 | $518,911.86 |
DisclosureSEC source: 0001179110-21-005152 · edgar.xml · nonDerivative · entry 7 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,613 F1 · price: Represents the average price of shares sold; full information regarding the number of shares sold and specific prices will be made available upon request to the Company's Office of the General Counsel. Read SEC document |
| May 10, 2021 Filed May 11, 2021 20:06 UTC |
Shaeff JulieChief Accounting Officer
|
Exercise / conversionCommon Stock | 1,000 | $36.25 | $36,250.00 |
DisclosureSEC source: 0001179110-21-005152 · edgar.xml · nonDerivative · entry 6 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,556 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 10, 2021 Filed May 11, 2021 20:06 UTC |
Shaeff JulieChief Accounting Officer
|
Exercise / conversionCommon Stock | 1,000 | $30.36 | $30,360.00 |
DisclosureSEC source: 0001179110-21-005152 · edgar.xml · nonDerivative · entry 5 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,556 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 10, 2021 Filed May 11, 2021 20:06 UTC |
Shaeff JulieChief Accounting Officer
|
Exercise / conversionCommon Stock | 1,000 | $19.67 | $19,670.00 |
DisclosureSEC source: 0001179110-21-005152 · edgar.xml · nonDerivative · entry 4 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,556 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 10, 2021 Filed May 11, 2021 20:06 UTC |
Shaeff JulieChief Accounting Officer
|
Exercise / conversionCommon Stock | 1,000 | $16.15 | $16,150.00 |
DisclosureSEC source: 0001179110-21-005152 · edgar.xml · nonDerivative · entry 3 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,556 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 10, 2021 Filed May 11, 2021 20:06 UTC |
Shaeff JulieChief Accounting Officer
|
Exercise / conversionCommon Stock | 1,424 | $13.86 | $19,736.64 |
DisclosureSEC source: 0001179110-21-005152 · edgar.xml · nonDerivative · entry 2 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,556 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 10, 2021 Filed May 11, 2021 20:06 UTC |
Shaeff JulieChief Accounting Officer
|
Exercise / conversionCommon Stock | 519 | $11.21 | $5,817.99 |
DisclosureSEC source: 0001179110-21-005152 · edgar.xml · nonDerivative · entry 1 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,132 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 10, 2021 Filed Nov 2, 2021 15:23 UTC |
GEORGE WILLIAM IIIChief Financial Officer
|
GiftCommon Stock | 3,779 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-009748 · edgar.xml · nonDerivative · entry 1 GEORGE WILLIAM III · CIK 0001205073 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,571 F1 · kind: This transaction represents a charitable donation. Read SEC document |
| May 06, 2021 Filed May 20, 2021 14:05 UTC |
MYERS FRANKLINDirector · Chairman of the Board
|
GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-005608 · edgar.xml · nonDerivative · entry 3 MYERS FRANKLIN · CIK 0001207002 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 272,288 F1 · kind: This transaction represents a charitable donation. Read SEC document |
| May 05, 2021 Filed May 6, 2021 18:32 UTC |
Lane Brian E.Director · President/Chief Executive Off.
|
SaleCommon Stock | 25,988 | $84.91 | $2,206,516.34 |
DisclosureSEC source: 0001179110-21-004939 · 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 |
| May 05, 2021 Filed May 20, 2021 14:05 UTC |
MYERS FRANKLINDirector · Chairman of the Board
|
GiftCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-005608 · edgar.xml · nonDerivative · entry 2 MYERS FRANKLIN · CIK 0001207002 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 273,288 F1 · kind: This transaction represents a charitable donation. Read SEC document |
| May 05, 2021 Filed May 20, 2021 14:05 UTC |
MYERS FRANKLINDirector · Chairman of the Board
|
GiftCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-005608 · edgar.xml · nonDerivative · entry 1 MYERS FRANKLIN · CIK 0001207002 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 274,788 F1 · kind: This transaction represents a charitable donation. Read SEC document |
| May 04, 2021 Filed May 6, 2021 18:32 UTC |
Lane Brian E.Director · President/Chief Executive Off.
|
Exercise / conversionOption to Buy · Derivative | 25,988 | $0.00 Strike: $36.25 | $0.00 |
DisclosureSEC source: 0001179110-21-004939 · 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 · 25,988 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 equally over a three-year period, and were fully vested on 04/01/2020. Read SEC document |
| May 04, 2021 Filed May 6, 2021 18:32 UTC |
Lane Brian E.Director · President/Chief Executive Off.
|
Exercise / conversionCommon Stock | 25,988 | $36.25 | $942,065.00 |
DisclosureSEC source: 0001179110-21-004939 · 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: 290,183 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 03, 2021 Filed May 4, 2021 18:18 UTC |
GEORGE WILLIAM IIIChief Financial Officer
|
Exercise / conversionOption to Buy · Derivative | 19,286 | $0.00 Strike: $16.15 | $0.00 |
DisclosureSEC source: 0001179110-21-004840 · edgar.xml · derivative · entry 3 GEORGE WILLIAM III · CIK 0001205073 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 19,286 shares Expires 2024-03-19 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 03/19/2014, vested ratably over a three-year period, and were fully vested on 04/01/2017. Read SEC document |
| May 03, 2021 Filed May 4, 2021 18:18 UTC |
GEORGE WILLIAM IIIChief Financial Officer
|
SaleCommon Stock | 19,286 | $84.76 | $1,634,687.15 |
DisclosureSEC source: 0001179110-21-004840 · edgar.xml · nonDerivative · entry 2 GEORGE WILLIAM III · CIK 0001205073 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,350 F1 · price: Represents the average price of shares sold; full information regarding the number of shares sold and specific prices will be made available upon request to the Company's Office of the General Counsel. Read SEC document |
| May 03, 2021 Filed May 4, 2021 18:18 UTC |
GEORGE WILLIAM IIIChief Financial Officer
|
Exercise / conversionCommon Stock | 19,286 | $16.15 | $311,468.90 |
DisclosureSEC source: 0001179110-21-004840 · edgar.xml · nonDerivative · entry 1 GEORGE WILLIAM III · CIK 0001205073 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,636 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.