Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COMFORT SYSTEMS USA INCFIX · Entity 3020 | Senior Vice President Service | April 01, 2021 | April 05, 2021 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
COMFORT SYSTEMS USA INC
Report date April 01, 2021 · Filed April 05, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,274 |
Ending reported balance
After 2021-04-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2021-04-01 · Tax withholding · Disposed 252 · Balance 5,474 F1: Forfeited shares are related to restricted stock units that vested on April 1, 2021 and were priced based on the average of the high and low stock price on April 1, 2021. F2: Reflects forfeited shares related to the first vesting of restricted stock units granted on March 5, 2020. F3: Price is based on the average of the high and low stock price on April 1, 2021. Row 2 · 2021-04-01 · Tax withholding · Disposed 200 · Balance 5,274 F1: Forfeited shares are related to restricted stock units that vested on April 1, 2021 and were priced based on the average of the high and low stock price on April 1, 2021. F4: Reflects forfeited shares related to the second vesting of restricted stock units granted on March 6, 2019. F3: Price is based on the average of the high and low stock price on April 1, 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: Forfeited shares are related to restricted stock units that vested on April 1, 2021 and were priced based on the average of the high and low stock price on April 1, 2021.
F2: Reflects forfeited shares related to the first vesting of restricted stock units granted on March 5, 2020.
F3: Price is based on the average of the high and low stock price on April 1, 2021.
F4: Reflects forfeited shares related to the second vesting of restricted stock units granted on March 6, 2019.
Transaction history
JSON APIPurchases/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 | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| April 01, 2021 Filed Apr 5, 2021 20:51 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Tax withholdingCommon Stock | 200 | $75.56 | $15,112.00 |
DisclosureSEC source: 0001179110-21-004198 · edgar.xml · nonDerivative · entry 2 Young Terrence Andrew · CIK 0001764103 · Senior Vice President Service 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,274 F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2021 and were priced based on the average of the high and low stock price on April 1, 2021. F4 · shares: Reflects forfeited shares related to the second 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, 2021. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 20:51 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Tax withholdingCommon Stock | 252 | $75.56 | $19,041.12 |
DisclosureSEC source: 0001179110-21-004198 · edgar.xml · nonDerivative · entry 1 Young Terrence Andrew · CIK 0001764103 · Senior Vice President Service 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,474 F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2021 and were priced based on the average of the high and low stock price on April 1, 2021. F2 · shares: Reflects forfeited shares related to the first 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, 2021. Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 21:18 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | GrantCommon Stock | 1,335 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-003342 · edgar.xml · nonDerivative · entry 1 Young Terrence Andrew · CIK 0001764103 · Senior Vice President Service 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,726 F1 · shares: Each restricted stock unit granted on March 10, 2021 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 05, 2020 Filed Mar 9, 2020 20:50 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | GrantCommon Stock | 2,290 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-003297 · edgar.xml · nonDerivative · entry 1 Young Terrence Andrew · CIK 0001764103 · Senior Vice President Service 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,391 F1 · shares: Each restricted stock unit granted on March 5, 2020 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 06, 2019 Filed Mar 8, 2019 21:05 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | GrantCommon Stock | 1,801 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-003605 · edgar.xml · nonDerivative · entry 1 Young Terrence Andrew · CIK 0001764103 · Senior Vice President Service 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,101 F1 · shares: Each restricted stock unit granted on March 6, 2019 represents a right to receive one share of common stock and will vest in equal installments over a three-year vesting schedule. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.