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 |
|---|---|---|---|---|---|---|
| March 04, 2019 Filed Mar 6, 2019 00:19 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionOption to Buy · Derivative | 999 | $0.00 Strike: $12.46 | $0.00 |
DisclosureSEC source: 0001179110-19-003351 · 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 · 999 shares Expires 2020-03-25 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. F2 · derivative.exercise_date: Stock options were granted on 3/25/2010, vested equally over a three-year period, and were fully vested on 4/1/2013. Read SEC document |
| March 04, 2019 Filed Mar 6, 2019 00:19 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | SaleCommon Stock | 4,010 | $53.08 | $212,835.96 |
DisclosureSEC source: 0001179110-19-003351 · edgar.xml · nonDerivative · entry 9 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,590 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 |
| March 04, 2019 Filed Mar 6, 2019 00:19 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | SaleCommon Stock | 7,999 | $53.08 | $424,557.32 |
DisclosureSEC source: 0001179110-19-003351 · edgar.xml · nonDerivative · entry 8 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,600 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 |
| March 04, 2019 Filed Mar 6, 2019 00:19 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionCommon Stock | 1,500 | $36.25 | $54,375.00 |
DisclosureSEC source: 0001179110-19-003351 · edgar.xml · nonDerivative · entry 7 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,599 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 |
| March 04, 2019 Filed Mar 6, 2019 00:19 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionCommon Stock | 1,000 | $30.36 | $30,360.00 |
DisclosureSEC source: 0001179110-19-003351 · edgar.xml · nonDerivative · entry 6 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,099 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 |
| March 04, 2019 Filed Mar 6, 2019 00:19 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionCommon Stock | 1,000 | $19.67 | $19,670.00 |
DisclosureSEC source: 0001179110-19-003351 · edgar.xml · nonDerivative · entry 5 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,099 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 |
| March 04, 2019 Filed Mar 6, 2019 00:19 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionCommon Stock | 1,500 | $16.15 | $24,225.00 |
DisclosureSEC source: 0001179110-19-003351 · edgar.xml · nonDerivative · entry 4 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,099 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 |
| March 04, 2019 Filed Mar 6, 2019 00:19 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionCommon Stock | 1,500 | $13.86 | $20,790.00 |
DisclosureSEC source: 0001179110-19-003351 · edgar.xml · nonDerivative · entry 3 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,599 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 |
| March 04, 2019 Filed Mar 6, 2019 00:19 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionCommon Stock | 500 | $11.21 | $5,605.00 |
DisclosureSEC source: 0001179110-19-003351 · edgar.xml · nonDerivative · entry 2 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,099 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 |
| March 04, 2019 Filed Mar 6, 2019 00:19 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionCommon Stock | 999 | $12.46 | $12,447.54 |
DisclosureSEC source: 0001179110-19-003351 · edgar.xml · nonDerivative · entry 1 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,599 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 07, 2018 Filed May 9, 2018 16:29 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionOption to Buy · Derivative | 2,000 | $0.00 Strike: $19.67 | $0.00 |
DisclosureSEC source: 0001179110-18-006447 · edgar.xml · derivative · entry 15 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,030 Underlying: Common Stock · 2,000 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. F8 · 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 07, 2018 Filed May 9, 2018 16:29 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionOption to Buy · Derivative | 1,000 | $0.00 Strike: $16.15 | $0.00 |
DisclosureSEC source: 0001179110-18-006447 · edgar.xml · derivative · entry 14 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,567 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. F7 · 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 07, 2018 Filed May 9, 2018 16:29 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionOption to Buy · Derivative | 500 | $0.00 Strike: $13.86 | $0.00 |
DisclosureSEC source: 0001179110-18-006447 · edgar.xml · derivative · entry 13 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,174 Underlying: Common Stock · 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. F6 · 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 07, 2018 Filed May 9, 2018 16:29 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionOption to Buy · Derivative | 500 | $0.00 Strike: $11.21 | $0.00 |
DisclosureSEC source: 0001179110-18-006447 · edgar.xml · derivative · entry 12 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,519 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. F5 · 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 07, 2018 Filed May 9, 2018 16:29 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionOption to Buy · Derivative | 500 | $0.00 Strike: $13.87 | $0.00 |
DisclosureSEC source: 0001179110-18-006447 · edgar.xml · derivative · entry 11 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,166 Underlying: Common Stock · 500 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. F4 · 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 |
| May 07, 2018 Filed May 9, 2018 16:29 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionOption to Buy · Derivative | 800 | $0.00 Strike: $12.46 | $0.00 |
DisclosureSEC source: 0001179110-18-006447 · edgar.xml · derivative · entry 10 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 999 Underlying: Common Stock · 800 shares Expires 2020-03-25 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 3/25/2010, vested equally over a three-year period, and were fully vested on 4/1/2013. Read SEC document |
| May 07, 2018 Filed May 9, 2018 16:29 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionOption to Buy · Derivative | 1,008 | $0.00 Strike: $11.00 | $0.00 |
DisclosureSEC source: 0001179110-18-006447 · 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 · 1,008 shares Expires 2019-03-26 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 3/26/2009, vested equally over a three-year period, and were fully vested on 4/1/2012. Read SEC document |
| May 07, 2018 Filed May 9, 2018 16:29 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | SaleCommon Stock | 9,719 | $42.64 | $414,418.16 |
DisclosureSEC source: 0001179110-18-006447 · edgar.xml · nonDerivative · entry 8 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,600 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 07, 2018 Filed May 9, 2018 16:29 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionCommon Stock | 2,000 | $19.67 | $39,340.00 |
DisclosureSEC source: 0001179110-18-006447 · edgar.xml · nonDerivative · entry 7 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,319 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 07, 2018 Filed May 9, 2018 16:29 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionCommon Stock | 1,000 | $16.15 | $16,150.00 |
DisclosureSEC source: 0001179110-18-006447 · edgar.xml · nonDerivative · entry 6 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,319 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 07, 2018 Filed May 9, 2018 16:29 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionCommon Stock | 500 | $13.86 | $6,930.00 |
DisclosureSEC source: 0001179110-18-006447 · edgar.xml · nonDerivative · entry 5 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,319 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 07, 2018 Filed May 9, 2018 16:29 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionCommon Stock | 500 | $11.21 | $5,605.00 |
DisclosureSEC source: 0001179110-18-006447 · edgar.xml · nonDerivative · entry 4 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,819 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 07, 2018 Filed May 9, 2018 16:29 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionCommon Stock | 500 | $13.87 | $6,935.00 |
DisclosureSEC source: 0001179110-18-006447 · edgar.xml · nonDerivative · entry 3 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,319 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 07, 2018 Filed May 9, 2018 16:29 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionCommon Stock | 800 | $12.46 | $9,968.00 |
DisclosureSEC source: 0001179110-18-006447 · edgar.xml · nonDerivative · entry 2 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,819 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 07, 2018 Filed May 9, 2018 16:29 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionCommon Stock | 1,008 | $11.00 | $11,088.00 |
DisclosureSEC source: 0001179110-18-006447 · edgar.xml · nonDerivative · entry 1 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,019 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 02, 2018 Filed Apr 4, 2018 20:20 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Tax withholdingCommon Stock | 363 | $40.68 | $14,766.84 |
DisclosureSEC source: 0001179110-18-005391 · edgar.xml · nonDerivative · entry 3 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,011 F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2018 and were priced based on the average of the high and low stock price on April 2, 2018. F5 · shares: Reflects forfeited shares related to the third and final vesting of restricted stock units granted on March 25, 2015. F3 · price: Price is based on the average of the high and low stock price on April 2, 2018. Read SEC document |
| April 02, 2018 Filed Apr 4, 2018 20:20 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Tax withholdingCommon Stock | 242 | $40.68 | $9,844.56 |
DisclosureSEC source: 0001179110-18-005391 · edgar.xml · nonDerivative · entry 2 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,374 F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2018 and were priced based on the average of the high and low stock price on April 2, 2018. F4 · shares: Reflects forfeited shares related to the second 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 2, 2018. Read SEC document |
| April 02, 2018 Filed Apr 4, 2018 20:20 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Tax withholdingCommon Stock | 207 | $40.68 | $8,420.76 |
DisclosureSEC source: 0001179110-18-005391 · edgar.xml · nonDerivative · entry 1 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,616 F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2018 and were priced based on the average of the high and low stock price on April 2, 2018. F2 · shares: Reflects forfeited shares related to the first 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 2, 2018. Read SEC document |
| March 07, 2018 Filed Mar 9, 2018 19:52 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | GrantEmployee Stock Option (Right to Buy) · Derivative | 4,939 | $0.00 Strike: $42.50 | $0.00 |
DisclosureSEC source: 0001179110-18-003944 · edgar.xml · derivative · entry 4 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,939 Underlying: Common Stock · 4,939 shares Expires 2028-03-07 F4 · derivative.exercise_date: Stock options vest in equal installments over a three-year vesting schedule. F5 · derivative.expiration_date: Stock options will expire at the earlier of ten years from the date of grant or three months following termination of employment. Read SEC document |
| March 07, 2018 Filed Mar 9, 2018 19:52 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Tax withholdingCommon Stock | 1,260 | $42.50 | $53,550.00 |
DisclosureSEC source: 0001179110-18-003944 · edgar.xml · nonDerivative · entry 3 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,823 F3 · shares: Forfeited shares are related to dollar-denominated performance restricted stock units that vested on March 7, 2018 and were priced based on the closing price of the Company's common stock on March 7, 2018. Read SEC document |
| March 07, 2018 Filed Mar 9, 2018 19:52 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | GrantCommon Stock | 3,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-003944 · edgar.xml · nonDerivative · entry 2 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,083 F2 · shares: Reflects dollar-denominated performance restricted stock units granted on March 25, 2015 that vested on March 7, 2018. These units vested as a result of the Company's 2015-2017 relative Total Shareholder Return and 2015-2017 Company average EPS - the applicable performance metrics. Read SEC document |
| March 07, 2018 Filed Mar 9, 2018 19:52 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | GrantCommon Stock | 1,516 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-003944 · edgar.xml · nonDerivative · entry 1 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,783 F1 · shares: Each restricted stock unit granted on March 7, 2018 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 |
| October 31, 2017 Filed Oct 31, 2017 20:35 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | SaleCommon Stock | 3,260 | $42.95 | $140,017.00 |
DisclosureSEC source: 0001179110-17-013585 · edgar.xml · nonDerivative · entry 10 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,267 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 31, 2017 Filed Oct 31, 2017 20:35 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | SaleCommon Stock | 944 | $42.96 | $40,554.24 |
DisclosureSEC source: 0001179110-17-013585 · edgar.xml · nonDerivative · entry 9 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,527 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 30, 2017 Filed Oct 31, 2017 20:35 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionCommon Stock · Derivative | 1,500 | $0.00 Strike: $19.67 | $0.00 |
DisclosureSEC source: 0001179110-17-013585 · edgar.xml · derivative · entry 17 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,519 Underlying: Common Stock · 1,500 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. F8 · derivative.exercise_date: Stock options were granted on 3/25/2015, will vest equally over a three-year period, were vested as to two-thirds of the total number of options granted on 4/1/2017, and will be fully vested on 4/1/2018. Read SEC document |
| October 30, 2017 Filed Oct 31, 2017 20:35 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionCommon Stock · Derivative | 2,000 | $0.00 Strike: $16.15 | $0.00 |
DisclosureSEC source: 0001179110-17-013585 · edgar.xml · derivative · entry 16 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,567 Underlying: Common Stock · 2,000 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. F7 · 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 |
| October 30, 2017 Filed Oct 31, 2017 20:35 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionOption to Buy · Derivative | 2,000 | $0.00 Strike: $13.86 | $0.00 |
DisclosureSEC source: 0001179110-17-013585 · edgar.xml · derivative · entry 15 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,674 Underlying: Common Stock · 2,000 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. F6 · 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 |
| October 30, 2017 Filed Oct 31, 2017 20:35 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionOption to Buy · Derivative | 1,600 | $0.00 Strike: $13.87 | $0.00 |
DisclosureSEC source: 0001179110-17-013585 · edgar.xml · derivative · entry 14 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,666 Underlying: Common Stock · 1,600 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. F5 · 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 |
| October 30, 2017 Filed Oct 31, 2017 20:35 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionOption to Buy · Derivative | 1,800 | $0.00 Strike: $12.46 | $0.00 |
DisclosureSEC source: 0001179110-17-013585 · edgar.xml · derivative · entry 13 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,799 Underlying: Common Stock · 1,800 shares Expires 2020-03-25 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. F4 · derivative.exercise_date: Stock options were granted on 3/25/2010, vested equally over a three-year period, and were fully vested on 4/1/2013. Read SEC document |
| October 30, 2017 Filed Oct 31, 2017 20:35 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionOption to Buy · Derivative | 1,800 | $0.00 Strike: $11.00 | $0.00 |
DisclosureSEC source: 0001179110-17-013585 · edgar.xml · derivative · entry 12 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,008 Underlying: Common Stock · 1,800 shares Expires 2019-03-26 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 3/26/2009, vested equally over a three-year period, and were fully vested on 4/1/2012. Read SEC document |
| October 30, 2017 Filed Oct 31, 2017 20:35 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionOption to Buy · Derivative | 1,001 | $0.00 Strike: $13.15 | $0.00 |
DisclosureSEC source: 0001179110-17-013585 · edgar.xml · derivative · entry 11 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,001 shares Expires 2018-03-26 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 3/26/2008, vested equally over a three-year period, and were fully vested on 4/1/2011. Read SEC document |
| October 30, 2017 Filed Oct 31, 2017 20:35 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | SaleCommon Stock | 11,701 | $42.54 | $497,760.54 |
DisclosureSEC source: 0001179110-17-013585 · edgar.xml · nonDerivative · entry 8 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,471 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 30, 2017 Filed Oct 31, 2017 20:35 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionCommon Stock | 1,500 | $19.67 | $29,505.00 |
DisclosureSEC source: 0001179110-17-013585 · edgar.xml · nonDerivative · entry 7 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,172 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 30, 2017 Filed Oct 31, 2017 20:35 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionCommon Stock | 2,000 | $16.15 | $32,300.00 |
DisclosureSEC source: 0001179110-17-013585 · edgar.xml · nonDerivative · entry 6 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,672 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 30, 2017 Filed Oct 31, 2017 20:35 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionCommon Stock | 2,000 | $13.86 | $27,720.00 |
DisclosureSEC source: 0001179110-17-013585 · edgar.xml · nonDerivative · entry 5 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,672 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 30, 2017 Filed Oct 31, 2017 20:35 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionCommon Stock | 1,600 | $13.87 | $22,192.00 |
DisclosureSEC source: 0001179110-17-013585 · edgar.xml · nonDerivative · entry 4 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,672 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 30, 2017 Filed Oct 31, 2017 20:35 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionCommon Stock | 1,800 | $12.46 | $22,428.00 |
DisclosureSEC source: 0001179110-17-013585 · edgar.xml · nonDerivative · entry 3 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,072 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 30, 2017 Filed Oct 31, 2017 20:35 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionCommon Stock | 1,800 | $11.00 | $19,800.00 |
DisclosureSEC source: 0001179110-17-013585 · edgar.xml · nonDerivative · entry 2 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,272 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 30, 2017 Filed Oct 31, 2017 20:35 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionCommon Stock | 1,001 | $13.15 | $13,163.15 |
DisclosureSEC source: 0001179110-17-013585 · edgar.xml · nonDerivative · entry 1 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,472 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 03, 2017 Filed Apr 5, 2017 20:40 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Tax withholdingCommon Stock | 228 | $35.97 | $8,201.16 |
DisclosureSEC source: 0001179110-17-005774 · edgar.xml · nonDerivative · entry 3 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,471 F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2017 and were priced based on the average of the high and low stock price on April 3, 2017. F5 · shares: Reflects forfeited shares related to the first 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 3, 2017. 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.