Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COMFORT SYSTEMS USA INCFIX · Entity 3020 | CHIEF ACCOUNTING OFFICER | May 11, 2026 | May 11, 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 11, 2026 · Filed May 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,624 |
Reported balance
After 2026-05-11 transaction · row 1
1 source rowRow 1 · 2026-05-11 · Sale · Disposed 1,123 · Balance 12,624 F1: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
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 10, 2021 Filed May 11, 2021 20:06 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | 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 | COMFORT SYSTEMS USA INC FIX · Entity 3020 | 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 | COMFORT SYSTEMS USA INC FIX · Entity 3020 | 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 | COMFORT SYSTEMS USA INC FIX · Entity 3020 | 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 | COMFORT SYSTEMS USA INC FIX · Entity 3020 | 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 | COMFORT SYSTEMS USA INC FIX · Entity 3020 | 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 | COMFORT SYSTEMS USA INC FIX · Entity 3020 | 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 | COMFORT SYSTEMS USA INC FIX · Entity 3020 | 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 | COMFORT SYSTEMS USA INC FIX · Entity 3020 | 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 | COMFORT SYSTEMS USA INC FIX · Entity 3020 | 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 |
| April 01, 2021 Filed Apr 5, 2021 20:47 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Tax withholdingCommon Stock | 187 | $75.56 | $14,129.72 |
DisclosureSEC source: 0001179110-21-004196 · edgar.xml · nonDerivative · entry 3 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,613 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. F5 · shares: Reflects forfeited shares related to the third and final vesting of restricted stock units granted on March 7, 2018. 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 20:47 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Tax withholdingCommon Stock | 288 | $75.56 | $21,761.28 |
DisclosureSEC source: 0001179110-21-004196 · edgar.xml · nonDerivative · entry 2 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,800 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 20:47 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Tax withholdingCommon Stock | 370 | $75.56 | $27,957.20 |
DisclosureSEC source: 0001179110-21-004196 · edgar.xml · nonDerivative · entry 1 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,088 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 21:48 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Tax withholdingCommon Stock | 700 | $74.70 | $52,290.00 |
DisclosureSEC source: 0001179110-21-003349 · edgar.xml · nonDerivative · entry 3 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,458 F3 · shares: Forfeited shares are related to dollar-denominated performance restricted stock units that vested on March 10, 2021 and were priced based on the closing price of the Company's common stock on March 10, 2021. Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 21:48 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | GrantCommon Stock | 1,839 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-003349 · edgar.xml · nonDerivative · entry 2 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,158 F2 · shares: Reflects dollar-denominated performance restricted stock units granted on March 7, 2018 that vested on March 10, 2021. These units vested as a result of the Company's 2018-2020 relative Total Shareholder Return and 2018-2020 Company average EPS - the applicable performance metrics. Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 21:48 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | GrantCommon Stock | 1,697 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-003349 · edgar.xml · nonDerivative · entry 1 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,319 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 |
| August 06, 2020 Filed Aug 7, 2020 22:30 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionOption to Buy · Derivative | 500 | $0.00 Strike: $36.25 | $0.00 |
DisclosureSEC source: 0001179110-20-008805 · edgar.xml · derivative · entry 16 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,393 Underlying: Common Stock · 500 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. F8 · 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 |
| August 06, 2020 Filed Aug 7, 2020 22:30 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionOption to Buy · Derivative | 500 | $0.00 Strike: $30.36 | $0.00 |
DisclosureSEC source: 0001179110-20-008805 · edgar.xml · derivative · entry 15 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,420 Underlying: Common Stock · 500 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. F7 · 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 |
| August 06, 2020 Filed Aug 7, 2020 22:30 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionOption to Buy · Derivative | 1,000 | $0.00 Strike: $19.67 | $0.00 |
DisclosureSEC source: 0001179110-20-008805 · edgar.xml · derivative · entry 14 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,030 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. F6 · 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 |
| August 06, 2020 Filed Aug 7, 2020 22:30 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionOption to Buy · Derivative | 1,000 | $0.00 Strike: $16.15 | $0.00 |
DisclosureSEC source: 0001179110-20-008805 · edgar.xml · derivative · entry 13 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,067 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. F5 · 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 |
| August 06, 2020 Filed Aug 7, 2020 22:30 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionOption to Buy · Derivative | 1,250 | $0.00 Strike: $13.86 | $0.00 |
DisclosureSEC source: 0001179110-20-008805 · edgar.xml · derivative · entry 12 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,424 Underlying: Common Stock · 1,250 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. F4 · 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 |
| August 06, 2020 Filed Aug 7, 2020 22:30 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionOption to Buy · Derivative | 500 | $0.00 Strike: $11.21 | $0.00 |
DisclosureSEC source: 0001179110-20-008805 · edgar.xml · derivative · entry 11 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 519 Underlying: Common Stock · 500 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. F3 · 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 |
| August 06, 2020 Filed Aug 7, 2020 22:30 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionOption to Buy · Derivative | 1,166 | $0.00 Strike: $13.87 | $0.00 |
DisclosureSEC source: 0001179110-20-008805 · 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 · 1,166 shares Expires 2021-03-24 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 3/24/2011, vested equally over a three-year period, and were fully vested on 4/1/2014. Read SEC document |
| August 06, 2020 Filed Aug 7, 2020 22:30 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | SaleCommon Stock | 3,442 | $51.17 | $176,118.54 |
DisclosureSEC source: 0001179110-20-008805 · edgar.xml · nonDerivative · entry 9 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,622 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 |
| August 06, 2020 Filed Aug 7, 2020 22:30 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | SaleCommon Stock | 5,916 | $51.43 | $304,257.51 |
DisclosureSEC source: 0001179110-20-008805 · edgar.xml · nonDerivative · entry 8 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,064 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 |
| August 06, 2020 Filed Aug 7, 2020 22:30 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionCommon Stock | 500 | $36.25 | $18,125.00 |
DisclosureSEC source: 0001179110-20-008805 · edgar.xml · nonDerivative · entry 7 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,980 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 |
| August 06, 2020 Filed Aug 7, 2020 22:30 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionCommon Stock | 500 | $30.36 | $15,180.00 |
DisclosureSEC source: 0001179110-20-008805 · edgar.xml · nonDerivative · entry 6 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,480 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 |
| August 06, 2020 Filed Aug 7, 2020 22:30 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionCommon Stock | 1,000 | $19.67 | $19,670.00 |
DisclosureSEC source: 0001179110-20-008805 · edgar.xml · nonDerivative · entry 5 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,980 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 |
| August 06, 2020 Filed Aug 7, 2020 22:30 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionCommon Stock | 1,000 | $16.15 | $16,150.00 |
DisclosureSEC source: 0001179110-20-008805 · edgar.xml · nonDerivative · entry 4 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,980 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 |
| August 06, 2020 Filed Aug 7, 2020 22:30 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionCommon Stock | 1,250 | $13.86 | $17,325.00 |
DisclosureSEC source: 0001179110-20-008805 · edgar.xml · nonDerivative · entry 3 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,980 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 |
| August 06, 2020 Filed Aug 7, 2020 22:30 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionCommon Stock | 500 | $11.21 | $5,605.00 |
DisclosureSEC source: 0001179110-20-008805 · edgar.xml · nonDerivative · entry 2 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,730 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 |
| August 06, 2020 Filed Aug 7, 2020 22:30 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionCommon Stock | 1,166 | $13.87 | $16,172.42 |
DisclosureSEC source: 0001179110-20-008805 · edgar.xml · nonDerivative · entry 1 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,230 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 |
| April 01, 2020 Filed Apr 3, 2020 20:30 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Tax withholdingCommon Stock | 203 | $34.94 | $7,091.81 |
DisclosureSEC source: 0001179110-20-004627 · edgar.xml · nonDerivative · entry 3 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,064 F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2020 and were priced based on the average of the high and low stock price on April 1, 2020. F5 · shares: Reflects forfeited shares related to the third and final vesting of restricted stock units granted on March 8, 2017. F3 · price: Price is based on the average of the high and low stock price on April 1, 2020. Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 20:30 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Tax withholdingCommon Stock | 177 | $34.94 | $6,183.50 |
DisclosureSEC source: 0001179110-20-004627 · edgar.xml · nonDerivative · entry 2 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,267 F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2020 and were priced based on the average of the high and low stock price on April 1, 2020. F4 · shares: Reflects forfeited shares related to the second vesting of restricted stock units granted on March 7, 2018. F3 · price: Price is based on the average of the high and low stock price on April 1, 2020. Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 20:30 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Tax withholdingCommon Stock | 275 | $34.94 | $9,607.13 |
DisclosureSEC source: 0001179110-20-004627 · edgar.xml · nonDerivative · entry 1 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,444 F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2020 and were priced based on the average of the high and low stock price on April 1, 2020. F2 · shares: Reflects forfeited shares related to the first 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, 2020. Read SEC document |
| March 05, 2020 Filed Mar 9, 2020 20:50 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Tax withholdingCommon Stock | 1,180 | $42.24 | $49,843.20 |
DisclosureSEC source: 0001179110-20-003296 · edgar.xml · nonDerivative · entry 3 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,719 F3 · shares: Forfeited shares are related to dollar-denominated performance restricted stock units that vested on March 5, 2020 and were priced based on the closing price of the Company's common stock on March 5, 2020. Read SEC document |
| March 05, 2020 Filed Mar 9, 2020 20:50 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | GrantCommon Stock | 3,102 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-003296 · edgar.xml · nonDerivative · entry 2 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,899 F2 · shares: Reflects dollar-denominated performance restricted stock units granted on March 8, 2017 that vested on March 5, 2020. These units vested as a result of the Company's 2017-2019 relative Total Shareholder Return and 2017-2019 Company average EPS - the applicable performance metrics. Read SEC document |
| March 05, 2020 Filed Mar 9, 2020 20:50 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | GrantCommon Stock | 2,907 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-003296 · edgar.xml · nonDerivative · entry 1 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,797 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 |
| April 01, 2019 Filed Apr 3, 2019 16:03 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Tax withholdingCommon Stock | 247 | $52.80 | $13,041.60 |
DisclosureSEC source: 0001179110-19-004638 · edgar.xml · nonDerivative · entry 3 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,890 F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2019 and were priced based on the average of the high and low stock price on April 1, 2019. F5 · shares: Reflects forfeited shares related to the third and final vesting of restricted stock units granted on March 23, 2016. F3 · price: Price is based on the average of the high and low stock price on April 1, 2019. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 16:03 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Tax withholdingCommon Stock | 211 | $52.80 | $11,140.80 |
DisclosureSEC source: 0001179110-19-004638 · edgar.xml · nonDerivative · entry 2 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,137 F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2019 and were priced based on the average of the high and low stock price on April 1, 2019. F4 · shares: Reflects forfeited shares related to the second vesting of restricted stock units granted on March 8, 2017. F3 · price: Price is based on the average of the high and low stock price on April 1, 2019. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 16:03 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Tax withholdingCommon Stock | 183 | $52.80 | $9,662.40 |
DisclosureSEC source: 0001179110-19-004638 · edgar.xml · nonDerivative · entry 1 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,348 F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2019 and were priced based on the average of the high and low stock price on April 1, 2019. F2 · shares: Reflects forfeited shares related to the first vesting of restricted stock units granted on March 7, 2018. F3 · price: Price is based on the average of the high and low stock price on April 1, 2019. Read SEC document |
| March 06, 2019 Filed Mar 8, 2019 21:02 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Tax withholdingCommon Stock | 1,022 | $52.04 | $53,184.88 |
DisclosureSEC source: 0001179110-19-003603 · edgar.xml · nonDerivative · entry 3 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,531 F3 · shares: Forfeited shares are related to dollar-denominated performance restricted stock units that vested on March 6, 2019 and were priced based on the closing price of the Company's common stock on March 6, 2019. Read SEC document |
| March 06, 2019 Filed Mar 8, 2019 21:02 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | GrantCommon Stock | 2,677 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-003603 · edgar.xml · nonDerivative · entry 2 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,553 F2 · shares: Reflects dollar-denominated performance restricted stock units granted on March 23, 2016 that vested on March 6, 2019. These units vested as a result of the Company's 2016-2018 relative Total Shareholder Return and 2016-2018 Company average EPS - the applicable performance metrics. Read SEC document |
| March 06, 2019 Filed Mar 8, 2019 21:02 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | GrantCommon Stock | 2,286 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-003603 · edgar.xml · nonDerivative · entry 1 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,876 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 |
| March 04, 2019 Filed Mar 6, 2019 00:19 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionOption to Buy · Derivative | 1,500 | $0.00 Strike: $36.25 | $0.00 |
DisclosureSEC source: 0001179110-19-003351 · edgar.xml · derivative · entry 16 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 298 Underlying: Common Stock · 1,500 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. F8 · derivative.exercise_date: Stock options were granted on 3/8/2017, will vest equally over a three-year period, were vested as to one-third of the total number of options granted on 4/1/2018, and will be fully vested on 4/1/2020. Read SEC document |
| March 04, 2019 Filed Mar 6, 2019 00:19 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionOption to Buy · Derivative | 1,000 | $0.00 Strike: $30.36 | $0.00 |
DisclosureSEC source: 0001179110-19-003351 · edgar.xml · derivative · entry 15 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,964 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. F7 · derivative.exercise_date: Stock options were granted on 3/23/2016, will vest equally over a three-year period, were vested as to two-thirds of the total number of options granted on 4/1/2018, and will be fully vested on 4/1/2019. Read SEC document |
| March 04, 2019 Filed Mar 6, 2019 00:19 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionOption to Buy · Derivative | 1,000 | $0.00 Strike: $19.67 | $0.00 |
DisclosureSEC source: 0001179110-19-003351 · edgar.xml · derivative · entry 14 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,030 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. F6 · 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 |
| March 04, 2019 Filed Mar 6, 2019 00:19 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionOption to Buy · Derivative | 1,500 | $0.00 Strike: $16.15 | $0.00 |
DisclosureSEC source: 0001179110-19-003351 · edgar.xml · derivative · entry 13 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,067 Underlying: Common Stock · 1,500 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. F5 · 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 |
| March 04, 2019 Filed Mar 6, 2019 00:19 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionOption to Buy · Derivative | 1,500 | $0.00 Strike: $13.86 | $0.00 |
DisclosureSEC source: 0001179110-19-003351 · edgar.xml · derivative · entry 12 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,674 Underlying: Common Stock · 1,500 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. F4 · 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 |
| March 04, 2019 Filed Mar 6, 2019 00:19 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionOption to Buy · Derivative | 500 | $0.00 Strike: $11.21 | $0.00 |
DisclosureSEC source: 0001179110-19-003351 · edgar.xml · derivative · entry 11 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,019 Underlying: Common Stock · 500 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. F3 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.