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 |
|---|---|---|---|---|---|---|
| April 03, 2017 Filed Apr 5, 2017 20:40 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Tax withholdingCommon Stock | 356 | $35.97 | $12,805.32 |
DisclosureSEC source: 0001179110-17-005774 · edgar.xml · nonDerivative · entry 2 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,699 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. F4 · shares: Reflects forfeited shares related to the second 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 3, 2017. Read SEC document |
| April 03, 2017 Filed Apr 5, 2017 20:40 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Tax withholdingCommon Stock | 429 | $35.97 | $15,431.13 |
DisclosureSEC source: 0001179110-17-005774 · edgar.xml · nonDerivative · entry 1 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,055 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. F2 · shares: Reflects forfeited shares related to the third and final vesting of restricted stock units granted on March 19, 2014. F3 · price: Price is based on the average of the high and low stock price on April 3, 2017. Read SEC document |
| March 08, 2017 Filed Mar 10, 2017 22:24 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | GrantEmployee Stock Option (Right to Buy) · Derivative | 5,393 | $0.00 Strike: $36.25 | $0.00 |
DisclosureSEC source: 0001179110-17-004443 · edgar.xml · derivative · entry 4 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,393 Underlying: Common Stock · 5,393 shares Expires 2027-03-08 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 08, 2017 Filed Mar 10, 2017 22:24 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Tax withholdingCommon Stock | 1,174 | $36.25 | $42,557.50 |
DisclosureSEC source: 0001179110-17-004443 · edgar.xml · nonDerivative · entry 3 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,484 F3 · shares: Forfeited shares are related to dollar-denominated performance restricted stock units that vested on March 8, 2017 and were priced based on the closing price of the Company's common stock on March 8, 2017. Read SEC document |
| March 08, 2017 Filed Mar 10, 2017 22:24 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | GrantCommon Stock | 3,045 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-004443 · edgar.xml · nonDerivative · entry 2 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,658 F2 · shares: Reflects dollar-denominated performance restricted stock units granted on March 19, 2014 that vested on March 8, 2017. These units vested as a result of the Company's 2014-2016 relative Total Shareholder Return and 2014-2016 Company average EPS - the applicable performance measures. Read SEC document |
| March 08, 2017 Filed Mar 10, 2017 22:24 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | GrantCommon Stock | 1,726 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-004443 · edgar.xml · nonDerivative · entry 1 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,613 F1 · shares: Each restricted stock unit granted on March 8, 2017 represents a right to receive one share of common stock and will vest in equal installments over a three-year vesting schedule. Read SEC document |
| March 06, 2017 Filed Mar 7, 2017 21:14 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionOption to Buy · Derivative | 2,000 | $0.00 Strike: $16.15 | $0.00 |
DisclosureSEC source: 0001179110-17-004086 · edgar.xml · derivative · entry 13 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,567 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, will vest equally over a three-year period, were vested as to two-thirds of the total number of options granted on 4/1/2016, and will be fully vested on 4/1/2017. Read SEC document |
| March 06, 2017 Filed Mar 7, 2017 21:14 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionOption to Buy · Derivative | 4,000 | $0.00 Strike: $13.86 | $0.00 |
DisclosureSEC source: 0001179110-17-004086 · edgar.xml · derivative · entry 12 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,674 Underlying: Common Stock · 4,000 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 |
| March 06, 2017 Filed Mar 7, 2017 21:14 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionOption to Buy · Derivative | 2,000 | $0.00 Strike: $13.87 | $0.00 |
DisclosureSEC source: 0001179110-17-004086 · edgar.xml · derivative · entry 11 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,266 Underlying: Common Stock · 2,000 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 |
| March 06, 2017 Filed Mar 7, 2017 21:14 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionOption to Buy · Derivative | 2,000 | $0.00 Strike: $12.46 | $0.00 |
DisclosureSEC source: 0001179110-17-004086 · edgar.xml · derivative · entry 10 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,599 Underlying: Common Stock · 2,000 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 |
| March 06, 2017 Filed Mar 7, 2017 21:14 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionOption to Buy · Derivative | 2,800 | $0.00 Strike: $11.00 | $0.00 |
DisclosureSEC source: 0001179110-17-004086 · edgar.xml · derivative · entry 9 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,808 Underlying: Common Stock · 2,800 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 |
| March 06, 2017 Filed Mar 7, 2017 21:14 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionOption to Buy · Derivative | 2,600 | $0.00 Strike: $13.15 | $0.00 |
DisclosureSEC source: 0001179110-17-004086 · edgar.xml · derivative · entry 8 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,001 Underlying: Common Stock · 2,600 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 |
| March 06, 2017 Filed Mar 7, 2017 21:14 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | SaleCommon Stock | 15,400 | $36.84 | $567,336.00 |
DisclosureSEC source: 0001179110-17-004086 · edgar.xml · nonDerivative · entry 7 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,887 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 06, 2017 Filed Mar 7, 2017 21:14 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionCommon Stock | 2,000 | $16.15 | $32,300.00 |
DisclosureSEC source: 0001179110-17-004086 · edgar.xml · nonDerivative · entry 6 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,287 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 06, 2017 Filed Mar 7, 2017 21:14 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionCommon Stock | 4,000 | $13.86 | $55,440.00 |
DisclosureSEC source: 0001179110-17-004086 · edgar.xml · nonDerivative · entry 5 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,287 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 06, 2017 Filed Mar 7, 2017 21:14 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionCommon Stock | 2,000 | $13.87 | $27,740.00 |
DisclosureSEC source: 0001179110-17-004086 · edgar.xml · nonDerivative · entry 4 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,287 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 06, 2017 Filed Mar 7, 2017 21:14 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionCommon Stock | 2,000 | $12.46 | $24,920.00 |
DisclosureSEC source: 0001179110-17-004086 · edgar.xml · nonDerivative · entry 3 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,287 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 06, 2017 Filed Mar 7, 2017 21:14 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionCommon Stock | 2,800 | $11.00 | $30,800.00 |
DisclosureSEC source: 0001179110-17-004086 · edgar.xml · nonDerivative · entry 2 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,287 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 06, 2017 Filed Mar 7, 2017 21:14 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionCommon Stock | 2,600 | $13.15 | $34,190.00 |
DisclosureSEC source: 0001179110-17-004086 · edgar.xml · nonDerivative · entry 1 Shaeff Julie · CIK 0001319782 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,487 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.