Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COMFORT SYSTEMS USA INCFIX · Entity 3020 | Director | May 18, 2026 | May 19, 2026 |
| Veralto CorpVLTO · Entity 3203 | Director | July 24, 2026 | July 29, 2026 |
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 18, 2026 · Filed May 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 5,818 |
Reported balance
After 2026-05-18 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-05-18 · Grant · Acquired 105 · Balance 5,818 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 $200,000, as rounded up 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: 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. |
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 $200,000, as rounded up 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: 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.
Veralto Corp
Report date July 24, 2026 · Filed July 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Veralto Non-Employee Directors' Deferred Compensation PlanSEC Table II · derivative / convertible security | Direct | 38 |
Reported balance
After 2026-07-24 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-07-24 · Grant · Acquired 38 · Balance 38 F1: Represents a quarterly contribution by Veralto Corporation (the "Company" or "Veralto") to the Veralto stock fund in the reporting person's account under the Veralto Corporation Non-Employee Directors' Deferred Compensation Plan (the "Non-Employee Director DCP"), which became effective on May 13, 2026, and effectuated on July 24, 2026 by the plan administrator. The Company contributions are deemed to be invested in a number of unfunded, notional shares of Veralto common stock as of July 24, 2026. Amounts reflect rounding to the nearest whole share. F2: Each notional share converts on a one-for-one basis. F3: The vesting terms and manner and form of the distribution of amounts contributed or deferred under the program are based upon provisions of the Non-Employee Director DCP and the reporting person's elections pursuant thereto, which provisions are summarized in the Company's annual meeting proxy statement on Schedule 14A as filed with the Securities and Exchange Commission. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a quarterly contribution by Veralto Corporation (the "Company" or "Veralto") to the Veralto stock fund in the reporting person's account under the Veralto Corporation Non-Employee Directors' Deferred Compensation Plan (the "Non-Employee Director DCP"), which became effective on May 13, 2026, and effectuated on July 24, 2026 by the plan administrator. The Company contributions are deemed to be invested in a number of unfunded, notional shares of Veralto common stock as of July 24, 2026. Amounts reflect rounding to the nearest whole share.
F2: Each notional share converts on a one-for-one basis.
F3: The vesting terms and manner and form of the distribution of amounts contributed or deferred under the program are based upon provisions of the Non-Employee Director DCP and the reporting person's elections pursuant thereto, which provisions are summarized in the Company's annual meeting proxy statement on Schedule 14A as filed with the Securities and Exchange Commission.
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 |
|---|---|---|---|---|---|---|
| July 24, 2026 Filed Jul 29, 2026 00:01 UTC | Veralto Corp VLTO · Entity 3203 | GrantVeralto Non-Employee Directors' Deferred Compensation Plan · Derivative | 38 | $92.02 | $3,496.76 |
DisclosureSEC source: 0001862680-26-000004 · wk-form4_1785283310.xml · derivative · entry 1 Wallis-Lage Cindy L. · CIK 0001862680 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38 Underlying: Common Stock · 38 shares Expires not disclosed F1 · security: Represents a quarterly contribution by Veralto Corporation (the "Company" or "Veralto") to the Veralto stock fund in the reporting person's account under the Veralto Corporation Non-Employee Directors' Deferred Compensation Plan (the "Non-Employee Director DCP"), which became effective on May 13, 2026, and effectuated on July 24, 2026 by the plan administrator. The Company contributions are deemed to be invested in a number of unfunded, notional shares of Veralto common stock as of July 24, 2026. Amounts reflect rounding to the nearest whole share. F2 · derivative.exercise_price: Each notional share converts on a one-for-one basis. F3 · derivative.exercise_date: The vesting terms and manner and form of the distribution of amounts contributed or deferred under the program are based upon provisions of the Non-Employee Director DCP and the reporting person's elections pursuant thereto, which provisions are summarized in the Company's annual meeting proxy statement on Schedule 14A as filed with the Securities and Exchange Commission. F3 · derivative.expiration_date: The vesting terms and manner and form of the distribution of amounts contributed or deferred under the program are based upon provisions of the Non-Employee Director DCP and the reporting person's elections pursuant thereto, which provisions are summarized in the Company's annual meeting proxy statement on Schedule 14A as filed with the Securities and Exchange Commission. F1 · derivative.underlying: Represents a quarterly contribution by Veralto Corporation (the "Company" or "Veralto") to the Veralto stock fund in the reporting person's account under the Veralto Corporation Non-Employee Directors' Deferred Compensation Plan (the "Non-Employee Director DCP"), which became effective on May 13, 2026, and effectuated on July 24, 2026 by the plan administrator. The Company contributions are deemed to be invested in a number of unfunded, notional shares of Veralto common stock as of July 24, 2026. Amounts reflect rounding to the nearest whole share. Read SEC document |
| July 15, 2026 Filed Jul 17, 2026 21:44 UTC | Veralto Corp VLTO · Entity 3203 | GrantDirector Stock Option (Right to Buy) · Derivative | 3,553 | $0.00 Strike: $91.00 | $0.00 |
DisclosureSEC source: 0001967680-26-000036 · wk-form4_1784324670.xml · derivative · entry 2 Wallis-Lage Cindy L. · CIK 0001862680 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,413 Underlying: Common Stock · 3,553 shares Expires 2036-07-15 F2 · shares: The options granted to our non-employee directors will be fully vested as of the grant date. Read SEC document |
| July 15, 2026 Filed Jul 17, 2026 21:44 UTC | Veralto Corp VLTO · Entity 3203 | GrantCommon Stock | 1,009 | $0.00 | $0.00 |
DisclosureSEC source: 0001967680-26-000036 · wk-form4_1784324670.xml · nonDerivative · entry 1 Wallis-Lage Cindy L. · CIK 0001862680 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,380 F1 · shares: Reflects a grant of restricted stock units that vest on the earlier of the first anniversary of the grant date or the date of (and immediately prior to) the next annual meeting of Veralto's shareholders following the grant date, but the underlying shares are not issued until the earlier of the director's death or the first date of the seventh month following the director's retirement from Veralto's Board. Read SEC document |
| May 18, 2026 Filed May 19, 2026 20:30 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | GrantCommon Stock | 105 | $0.00 | $0.00 |
DisclosureSEC source: 0001862680-26-000002 · form4-05192026_040517.xml · nonDerivative · entry 1 Wallis-Lage Cindy L. · CIK 0001862680 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 5,818 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 $200,000, as rounded up 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 |
| July 15, 2025 Filed Jul 17, 2025 21:11 UTC | Veralto Corp VLTO · Entity 3203 | GrantDirector Stock Option (Right to Buy) · Derivative | 2,265 | $0.00 Strike: $100.95 | $0.00 |
DisclosureSEC source: 0001967680-25-000113 · wk-form4_1752786680.xml · derivative · entry 2 Wallis-Lage Cindy L. · CIK 0001862680 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,860 Underlying: Common Stock · 2,265 shares Expires 2035-07-15 F2 · shares: The options granted to our non-employee directors will be fully vested as of the grant date. Read SEC document |
| July 15, 2025 Filed Jul 17, 2025 21:11 UTC | Veralto Corp VLTO · Entity 3203 | GrantCommon Stock | 818 | $0.00 | $0.00 |
DisclosureSEC source: 0001967680-25-000113 · wk-form4_1752786680.xml · nonDerivative · entry 1 Wallis-Lage Cindy L. · CIK 0001862680 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,371 F1 · shares: Reflects a grant of restricted stock units that vest on the earlier of the first anniversary of the grant date of the date of (and immediately prior to) the next annual meeting of Veralto's shareholders following the grant date, but the underlying shares are not issued until the earlier of the director's death or the first date of the seventh month following the director's retirement from Veralto's Board. Read SEC document |
| May 16, 2025 Filed May 20, 2025 14:15 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | GrantCommon Stock | 342 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-013758 · form4-05202025_100519.xml · nonDerivative · entry 1 Wallis-Lage Cindy L. · CIK 0001862680 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 5,713 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 |
| July 15, 2024 Filed Jul 17, 2024 22:26 UTC | Veralto Corp VLTO · Entity 3203 | GrantDirector Stock Option (Right to Buy) · Derivative | 2,005 | $0.00 Strike: $98.01 | $0.00 |
DisclosureSEC source: 0001967680-24-000099 · wk-form4_1721255211.xml · derivative · entry 2 Wallis-Lage Cindy L. · CIK 0001862680 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,595 Underlying: Common Stock · 2,005 shares Expires 2034-07-15 F2 · shares: The options granted to our non-employee directors will be fully vested as of the grant date. Read SEC document |
| July 15, 2024 Filed Jul 17, 2024 22:26 UTC | Veralto Corp VLTO · Entity 3203 | GrantCommon Stock | 842 | $0.00 | $0.00 |
DisclosureSEC source: 0001967680-24-000099 · wk-form4_1721255211.xml · nonDerivative · entry 1 Wallis-Lage Cindy L. · CIK 0001862680 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,553 F1 · shares: Reflects a grant of restricted stock units that vest on the earlier of the first anniversary of the grant date of the date of (and immediately prior to) the next annual meeting of Veralto's shareholders following the grant date, but the underlying shares are not issued until the earlier of the director's death or the first date of the seventh month following the director's retirement from Veralto's Board. Read SEC document |
| May 17, 2024 Filed May 21, 2024 14:00 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | GrantCommon Stock | 498 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-013870 · form4-05212024_100521.xml · nonDerivative · entry 1 Wallis-Lage Cindy L. · CIK 0001862680 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 5,371 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 |
| November 15, 2023 Filed Nov 17, 2023 22:28 UTC | Veralto Corp VLTO · Entity 3203 | GrantDirector Stock Option (Right to Buy) · Derivative | 1,590 | $0.00 Strike: $73.91 | $0.00 |
DisclosureSEC source: 0001967680-23-000032 · wk-form4_1700260101.xml · derivative · entry 2 Wallis-Lage Cindy L. · CIK 0001862680 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,590 Underlying: Common Stock · 1,590 shares Expires 2033-11-15 F2 · shares: The options granted to our non-employee directors will be fully vested as of the grant date. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 22:28 UTC | Veralto Corp VLTO · Entity 3203 | GrantCommon Stock | 711 | $0.00 | $0.00 |
DisclosureSEC source: 0001967680-23-000032 · wk-form4_1700260101.xml · nonDerivative · entry 1 Wallis-Lage Cindy L. · CIK 0001862680 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 711 F1 · shares: Reflects a grant of restricted stock units that vest on the earlier of the first anniversary of the grant date or the date of (and immediately prior to) the next annual meeting of Veralto's shareholders following the grant date, but the underlying shares are not issued until the earlier of the director's death or the first date of the seventh month following the director's retirement from Veralto's Board. Read SEC document |
| May 16, 2023 Filed May 17, 2023 20:15 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | GrantCommon Stock | 1,065 | $0.00 | $0.00 |
DisclosureSEC 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 |
| November 28, 2022 Filed Feb 17, 2023 21:30 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | PurchaseCommon Stock | 4.4732 | $127.69 | $571.20 |
DisclosureSEC source: 0001415889-23-002772 · form4-02172023_040201.xml · nonDerivative · entry 1 Wallis-Lage Cindy L. · CIK 0001862680 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 3,812.4732 F1 · shares: This transaction was effected pursuant to an automatic dividend reinvestment program. F2 · price: Represents the average price of shares purchased; full information regarding the number of shares purchased and specific prices will be made available upon request to the Company's Office of the General Counsel. F3 · 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 22:06 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | GrantCommon Stock | 1,869 | $0.00 | $0.00 |
DisclosureSEC 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 18, 2021 Filed May 20, 2021 14:16 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.