Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COMFORT SYSTEMS USA INCFIX · Entity 3020 | Director | May 19, 2020 | May 21, 2020 |
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 May 19, 2020 · Filed May 21, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 88,914 |
Reported balance
After 2020-05-19 transaction · row 1
1 source rowRow 1 · 2020-05-19 · Grant · Acquired 4,788 · Balance 88,914 F1: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
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 |
|---|---|---|---|---|---|---|
| May 19, 2020 Filed May 21, 2020 14:43 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | GrantCommon Stock | 4,788 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-006421 · edgar.xml · nonDerivative · entry 1 SCHULTZ JAMES H · CIK 0001205077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,914 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 21, 2019 Filed May 23, 2019 15:41 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | GrantCommon Stock | 3,262 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-006559 · edgar.xml · nonDerivative · entry 1 SCHULTZ JAMES H · CIK 0001205077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,126 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 22, 2018 Filed May 23, 2018 18:58 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | GrantCommon Stock | 3,453 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-007412 · edgar.xml · nonDerivative · entry 1 SCHULTZ JAMES H · CIK 0001205077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,864 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 23, 2017 Filed May 24, 2017 14:28 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | GrantCommon Stock | 4,018 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-007886 · edgar.xml · nonDerivative · entry 1 SCHULTZ JAMES H · CIK 0001205077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,411 F1 · price: Shares granted pursuant to the 2012 Equity Incentive Plan as approved by stockholders on May 17, 2012. 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 $140,000 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 |
| February 28, 2017 Filed Mar 1, 2017 22:32 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionOption to Buy · Derivative | 10,000 | $0.00 Strike: $13.51 | $0.00 |
DisclosureSEC source: 0001179110-17-003505 · edgar.xml · derivative · entry 3 SCHULTZ JAMES H · CIK 0001205077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires 2017-05-17 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 |
| February 28, 2017 Filed Mar 1, 2017 22:32 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | SaleCommon Stock | 10,000 | $38.07 | $380,700.00 |
DisclosureSEC source: 0001179110-17-003505 · edgar.xml · nonDerivative · entry 2 SCHULTZ JAMES H · CIK 0001205077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,393 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 |
| February 28, 2017 Filed Mar 1, 2017 22:32 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionCommon Stock | 10,000 | $13.51 | $135,100.00 |
DisclosureSEC source: 0001179110-17-003505 · edgar.xml · nonDerivative · entry 1 SCHULTZ JAMES H · CIK 0001205077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,393 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.