Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COMFORT SYSTEMS USA INCFIX · Entity 3020 | PRESIDENT/CHIEF OPERATING OFF. | April 01, 2026 | April 03, 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 April 01, 2026 · Filed April 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,346 |
Ending reported balance
After 2026-04-01 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-04-01 · Tax withholding · Disposed 266 · Balance 22,897 F1: Forfeited shares are related to restricted stock units that vested on April 1, 2026 and were priced based on the average of the high and low stock price on April 1, 2026. F2: Reflects forfeited shares related to the first vesting of restricted stock units granted on March 19, 2025. F3: Price is based on the average of the high and low stock price on April 1, 2026. Row 2 · 2026-04-01 · Tax withholding · Disposed 210 · Balance 22,687 F1: Forfeited shares are related to restricted stock units that vested on April 1, 2026 and were priced based on the average of the high and low stock price on April 1, 2026. F4: Reflects forfeited shares related to the second vesting of restricted stock units granted on March 20, 2024. F3: Price is based on the average of the high and low stock price on April 1, 2026. Row 3 · 2026-04-01 · Tax withholding · Disposed 341 · Balance 22,346 F1: Forfeited shares are related to restricted stock units that vested on April 1, 2026 and were priced based on the average of the high and low stock price on April 1, 2026. F5: Reflects forfeited shares related to the third and final vesting of restricted stock units granted on March 21, 2023. F3: Price is based on the average of the high and low stock price on April 1, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Forfeited shares are related to restricted stock units that vested on April 1, 2026 and were priced based on the average of the high and low stock price on April 1, 2026.
F2: Reflects forfeited shares related to the first vesting of restricted stock units granted on March 19, 2025.
F3: Price is based on the average of the high and low stock price on April 1, 2026.
F4: Reflects forfeited shares related to the second vesting of restricted stock units granted on March 20, 2024.
F5: Reflects forfeited shares related to the third and final vesting of restricted stock units granted on March 21, 2023.
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 01, 2026 Filed Apr 3, 2026 19:15 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Tax withholdingCommon Stock | 341 | $1,429.60 | $487,491.90 |
DisclosureSEC source: 0001373205-26-000005 · form4-04032026_030403.xml · nonDerivative · entry 3 Trent T McKenna · CIK 0001373205 · PRESIDENT/CHIEF OPERATING OFF. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,346 F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2026 and were priced based on the average of the high and low stock price on April 1, 2026. F5 · shares: Reflects forfeited shares related to the third and final vesting of restricted stock units granted on March 21, 2023. F3 · price: Price is based on the average of the high and low stock price on April 1, 2026. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 19:15 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Tax withholdingCommon Stock | 210 | $1,429.60 | $300,214.95 |
DisclosureSEC source: 0001373205-26-000005 · form4-04032026_030403.xml · nonDerivative · entry 2 Trent T McKenna · CIK 0001373205 · PRESIDENT/CHIEF OPERATING OFF. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,687 F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2026 and were priced based on the average of the high and low stock price on April 1, 2026. F4 · shares: Reflects forfeited shares related to the second vesting of restricted stock units granted on March 20, 2024. F3 · price: Price is based on the average of the high and low stock price on April 1, 2026. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 19:15 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Tax withholdingCommon Stock | 266 | $1,429.60 | $380,272.27 |
DisclosureSEC source: 0001373205-26-000005 · form4-04032026_030403.xml · nonDerivative · entry 1 Trent T McKenna · CIK 0001373205 · PRESIDENT/CHIEF OPERATING OFF. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,897 F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2026 and were priced based on the average of the high and low stock price on April 1, 2026. F2 · shares: Reflects forfeited shares related to the first vesting of restricted stock units granted on March 19, 2025. F3 · price: Price is based on the average of the high and low stock price on April 1, 2026. Read SEC document |
| March 23, 2026 Filed Mar 25, 2026 21:00 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Tax withholdingCommon Stock | 204 | $1,408.25 | $287,283.00 |
DisclosureSEC source: 0001373205-26-000003 · form4-03252026_050303.xml · nonDerivative · entry 3 Trent T McKenna · CIK 0001373205 · PRESIDENT/CHIEF OPERATING OFF. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,163 F3 · shares: Forfeited shares are related to dollar-denominated performance restricted stock units that vested on March 23, 2026 and were priced based on the closing price of the Company common stock on March 23, 2026. Read SEC document |
| March 23, 2026 Filed Mar 25, 2026 21:00 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | GrantCommon Stock | 520 | $0.00 | $0.00 |
DisclosureSEC source: 0001373205-26-000003 · form4-03252026_050303.xml · nonDerivative · entry 2 Trent T McKenna · CIK 0001373205 · PRESIDENT/CHIEF OPERATING OFF. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,367 F2 · shares: Reflects dollar-denominated performance restricted stock units granted on March 21, 2023 that vested on March 23, 2026. These units vested as a result of the Company's 2023-2025 relative Total Shareholder Return and 2023-2025 Company average EPS, which are the applicable performance measures. Read SEC document |
| March 23, 2026 Filed Mar 25, 2026 21:00 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | GrantCommon Stock | 1,208 | $0.00 | $0.00 |
DisclosureSEC source: 0001373205-26-000003 · form4-03252026_050303.xml · nonDerivative · entry 1 Trent T McKenna · CIK 0001373205 · PRESIDENT/CHIEF OPERATING OFF. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,847 F1 · shares: Each restricted stock unit granted on March 23, 2026 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 |
| July 31, 2025 Filed Aug 1, 2025 14:00 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | SaleCommon Stock | 4,400 | $716.63 | $3,153,159.68 |
DisclosureSEC source: 0001415889-25-020813 · form4-08012025_100802.xml · nonDerivative · entry 1 Trent T McKenna · CIK 0001373205 · EVP & CHIEF OPERATING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,639 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 |
| April 01, 2025 Filed Apr 3, 2025 18:00 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Tax withholdingCommon Stock | 412 | $324.55 | $133,714.60 |
DisclosureSEC source: 0001415889-25-009876 · form4-04032025_020407.xml · nonDerivative · entry 3 Trent T McKenna · CIK 0001373205 · EVP & CHIEF OPERATING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,039 F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2025 and were priced based on the average of the high and low stock price on April 1, 2025. F5 · shares: Reflects forfeited shares related to the third and final vesting of restricted stock units granted on March 23, 2022. F3 · price: Price is based on the average of the high and low stock price on April 1, 2025. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 18:00 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Tax withholdingCommon Stock | 340 | $324.55 | $110,347.00 |
DisclosureSEC source: 0001415889-25-009876 · form4-04032025_020407.xml · nonDerivative · entry 2 Trent T McKenna · CIK 0001373205 · EVP & CHIEF OPERATING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,451 F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2025 and were priced based on the average of the high and low stock price on April 1, 2025. F4 · shares: Reflects forfeited shares related to the second vesting of restricted stock units granted on March 21, 2023. F3 · price: Price is based on the average of the high and low stock price on April 1, 2025. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 18:00 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Tax withholdingCommon Stock | 210 | $324.55 | $68,155.50 |
DisclosureSEC source: 0001415889-25-009876 · form4-04032025_020407.xml · nonDerivative · entry 1 Trent T McKenna · CIK 0001373205 · EVP & CHIEF OPERATING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,791 F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2025 and were priced based on the average of the high and low stock price on April 1, 2025. F2 · shares: Reflects forfeited shares related to the first vesting of restricted stock units granted on March 20, 2024. F3 · price: Price is based on the average of the high and low stock price on April 1, 2025. Read SEC document |
| March 19, 2025 Filed Mar 21, 2025 19:00 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Tax withholdingCommon Stock | 614 | $357.53 | $219,523.42 |
DisclosureSEC source: 0001415889-25-008764 · form4-03212025_030305.xml · nonDerivative · entry 3 Trent T McKenna · CIK 0001373205 · EVP & CHIEF OPERATING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,001 F3 · shares: Forfeited shares are related to dollar-denominated performance restricted stock units that vested on March 19, 2025 and were priced based on the closing price of the Company common stock on March 19, 2025. Read SEC document |
| March 19, 2025 Filed Mar 21, 2025 19:00 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | GrantCommon Stock | 1,598 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-008764 · form4-03212025_030305.xml · nonDerivative · entry 2 Trent T McKenna · CIK 0001373205 · EVP & CHIEF OPERATING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,615 F2 · shares: Reflects dollar-denominated performance restricted stock units granted on March 23, 2022 that vested on March 19, 2025. These units vested as a result of the Company's 2022-2024 relative Total Shareholder Return and 2022-2024 Company average EPS, which are the applicable performance measures. Read SEC document |
| March 19, 2025 Filed Mar 21, 2025 19:00 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | GrantCommon Stock | 2,027 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-008764 · form4-03212025_030305.xml · nonDerivative · entry 1 Trent T McKenna · CIK 0001373205 · EVP & CHIEF OPERATING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,017 F1 · shares: Each restricted stock unit granted on March 19, 2025 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 |
| November 22, 2024 Filed Nov 25, 2024 14:25 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionOption to Buy · Derivative | 2,000 | $0.00 Strike: $42.50 | $0.00 |
DisclosureSEC source: 0001415889-24-027604 · form4-11252024_091101.xml · derivative · entry 5 Trent T McKenna · CIK 0001373205 · EVP & CHIEF OPERATING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,000 shares Expires 2028-03-07 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 03/07/2018, vested ratably over a three-year period, and were fully vested on 04/01/2021. Read SEC document |
| November 22, 2024 Filed Nov 25, 2024 14:25 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionOption to Buy · Derivative | 2,000 | $0.00 Strike: $36.25 | $0.00 |
DisclosureSEC source: 0001415889-24-027604 · form4-11252024_091101.xml · derivative · entry 4 Trent T McKenna · CIK 0001373205 · EVP & CHIEF OPERATING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,000 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. F2 · derivative.exercise_date: Stock options were granted on 03/08/2017, vested ratably over a three-year period, and were fully vested on 04/01/2020. Read SEC document |
| November 22, 2024 Filed Nov 25, 2024 14:25 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | SaleCommon Stock | 4,000 | $484.81 | $1,939,255.20 |
DisclosureSEC source: 0001415889-24-027604 · form4-11252024_091101.xml · nonDerivative · entry 3 Trent T McKenna · CIK 0001373205 · EVP & CHIEF OPERATING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,990 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 |
| November 22, 2024 Filed Nov 25, 2024 14:25 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionCommon Stock | 2,000 | $42.50 | $85,000.00 |
DisclosureSEC source: 0001415889-24-027604 · form4-11252024_091101.xml · nonDerivative · entry 2 Trent T McKenna · CIK 0001373205 · EVP & CHIEF OPERATING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,990 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 |
| November 22, 2024 Filed Nov 25, 2024 14:25 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionCommon Stock | 2,000 | $36.25 | $72,500.00 |
DisclosureSEC source: 0001415889-24-027604 · form4-11252024_091101.xml · nonDerivative · entry 1 Trent T McKenna · CIK 0001373205 · EVP & CHIEF OPERATING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,990 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, 2024 Filed Apr 3, 2024 19:55 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Tax withholdingCommon Stock | 404 | $320.03 | $129,292.12 |
DisclosureSEC source: 0001415889-24-009976 · form4-04032024_030401.xml · nonDerivative · entry 3 Trent T McKenna · CIK 0001373205 · EVP & CHIEF OPERATING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,990 F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2024 and were priced based on the average of the high and low stock price on April 1, 2024. F5 · shares: Reflects forfeited shares related to the third and final vesting of restricted stock units granted on March 10, 2021. F3 · price: Price is based on the average of the high and low stock price on April 1, 2024. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 19:55 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Tax withholdingCommon Stock | 411 | $320.03 | $131,532.33 |
DisclosureSEC source: 0001415889-24-009976 · form4-04032024_030401.xml · nonDerivative · entry 2 Trent T McKenna · CIK 0001373205 · EVP & CHIEF OPERATING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,394 F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2024 and were priced based on the average of the high and low stock price on April 1, 2024. F4 · shares: Reflects forfeited shares related to the second vesting of restricted stock units granted on March 23, 2022. F3 · price: Price is based on the average of the high and low stock price on April 1, 2024. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 19:55 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Tax withholdingCommon Stock | 341 | $320.03 | $109,130.23 |
DisclosureSEC source: 0001415889-24-009976 · form4-04032024_030401.xml · nonDerivative · entry 1 Trent T McKenna · CIK 0001373205 · EVP & CHIEF OPERATING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,805 F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2024 and were priced based on the average of the high and low stock price on April 1, 2024. F2 · shares: Reflects forfeited shares related to the first vesting of restricted stock units granted on March 21, 2023. F3 · price: Price is based on the average of the high and low stock price on April 1, 2024. Read SEC document |
| March 20, 2024 Filed Mar 22, 2024 21:18 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Tax withholdingCommon Stock | 560 | $314.31 | $176,013.60 |
DisclosureSEC source: 0001415889-24-008993 · form4-03222024_090300.xml · nonDerivative · entry 3 Trent T McKenna · CIK 0001373205 · EVP & CHIEF OPERATING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,146 F3 · shares: Forfeited shares are related to dollar-denominated performance restricted stock units that vested on March 20, 2024 and were priced based on the closing price of the Company common stock on March 20, 2024. Read SEC document |
| March 20, 2024 Filed Mar 22, 2024 21:18 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | GrantCommon Stock | 1,462 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-008993 · form4-03222024_090300.xml · nonDerivative · entry 2 Trent T McKenna · CIK 0001373205 · EVP & CHIEF OPERATING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,706 F2 · shares: Reflects dollar-denominated performance restricted stock units granted on March 10, 2021 that vested on March 20, 2024. These units vested as a result of the Company's 2021-2023 relative Total Shareholder Return and 2021-2023 Company average EPS, which are the applicable performance measures. Read SEC document |
| March 20, 2024 Filed Mar 22, 2024 21:18 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | GrantCommon Stock | 1,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-008993 · form4-03222024_090300.xml · nonDerivative · entry 1 Trent T McKenna · CIK 0001373205 · EVP & CHIEF OPERATING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,244 F1 · shares: Each restricted stock unit granted on March 20, 2024 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 |
| February 26, 2024 Filed Feb 28, 2024 12:30 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | SaleCommon Stock | 14,185 | $278.55 | $3,951,231.75 |
DisclosureSEC source: 0001415889-24-005644 · form4-02282024_070209.xml · nonDerivative · entry 1 Trent T McKenna · CIK 0001373205 · EVP & CHIEF OPERATING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,644 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 |
| April 03, 2023 Filed Apr 5, 2023 21:15 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Tax withholdingCommon Stock | 631 | $146.44 | $92,403.64 |
DisclosureSEC source: 0001415889-23-006305 · form4-04052023_050406.xml · nonDerivative · entry 3 Trent T McKenna · CIK 0001373205 · EVP & CHIEF OPERATING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,829 F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2023 and were priced based on the average of the high and low stock price on April 3, 2023. F5 · shares: Reflects forfeited shares related to the third and final 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 3, 2023. Read SEC document |
| April 03, 2023 Filed Apr 5, 2023 21:15 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Tax withholdingCommon Stock | 404 | $146.44 | $59,161.76 |
DisclosureSEC source: 0001415889-23-006305 · form4-04052023_050406.xml · nonDerivative · entry 2 Trent T McKenna · CIK 0001373205 · EVP & CHIEF OPERATING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,460 F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2023 and were priced based on the average of the high and low stock price on April 3, 2023. F4 · shares: Reflects forfeited shares related to the second vesting of restricted stock units granted on March 10, 2021. F3 · price: Price is based on the average of the high and low stock price on April 3, 2023. Read SEC document |
| April 03, 2023 Filed Apr 5, 2023 21:15 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Tax withholdingCommon Stock | 412 | $146.44 | $60,333.28 |
DisclosureSEC source: 0001415889-23-006305 · form4-04052023_050406.xml · nonDerivative · entry 1 Trent T McKenna · CIK 0001373205 · EVP & CHIEF OPERATING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,864 F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2023 and were priced based on the average of the high and low stock price on April 3, 2023. F2 · shares: Reflects forfeited shares related to the first vesting of restricted stock units granted on March 23, 2022. F3 · price: Price is based on the average of the high and low stock price on April 3, 2023. Read SEC document |
| March 21, 2023 Filed Mar 23, 2023 21:15 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Tax withholdingCommon Stock | 1,100 | $141.22 | $155,342.00 |
DisclosureSEC source: 0001415889-23-005363 · form4-03232023_050308.xml · nonDerivative · entry 3 Trent T McKenna · CIK 0001373205 · EVP & CHIEF OPERATING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,276 F3 · shares: Forfeited shares are related to dollar-denominated performance restricted stock units that vested on March 21, 2023 and were priced based on the closing price of the Company common stock on March 21, 2023. Read SEC document |
| March 21, 2023 Filed Mar 23, 2023 21:15 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | GrantCommon Stock | 2,876 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-005363 · form4-03232023_050308.xml · nonDerivative · entry 2 Trent T McKenna · CIK 0001373205 · EVP & CHIEF OPERATING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,376 F2 · shares: Reflects dollar-denominated performance restricted stock units granted on March 5, 2020 that vested on March 21, 2023. These units vested as a result of the Company's 2020-2022 relative Total Shareholder Return and 2020-2022 Company average EPS - the applicable performance measures. Read SEC document |
| March 21, 2023 Filed Mar 23, 2023 21:15 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | GrantCommon Stock | 2,597 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-005363 · form4-03232023_050308.xml · nonDerivative · entry 1 Trent T McKenna · CIK 0001373205 · EVP & CHIEF OPERATING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,500 F1 · shares: Each restricted stock unit granted on March 21, 2023 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 |
| November 01, 2022 Filed Nov 3, 2022 15:00 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionOption to Buy · Derivative | 310 | $0.00 Strike: $42.50 | $0.00 |
DisclosureSEC source: 0001415889-22-011034 · form4-11032022_111101.xml · derivative · entry 7 Trent T McKenna · CIK 0001373205 · EVP & CHIEF OPERATING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 310 shares Expires 2028-03-07 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 03/07/2018, vested ratably over a three-year period, and were fully vested on 04/01/2021. Read SEC document |
| November 01, 2022 Filed Nov 3, 2022 15:00 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionOption to Buy · Derivative | 1,076 | $0.00 Strike: $36.25 | $0.00 |
DisclosureSEC source: 0001415889-22-011034 · form4-11032022_111101.xml · derivative · entry 6 Trent T McKenna · CIK 0001373205 · EVP & CHIEF OPERATING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,076 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. F3 · derivative.exercise_date: Stock options were granted on 03/08/2017, vested ratably over a three-year period, and were fully vested on 04/01/2020. Read SEC document |
| November 01, 2022 Filed Nov 3, 2022 15:00 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionOption to Buy · Derivative | 2,939 | $0.00 Strike: $30.36 | $0.00 |
DisclosureSEC source: 0001415889-22-011034 · form4-11032022_111101.xml · derivative · entry 5 Trent T McKenna · CIK 0001373205 · EVP & CHIEF OPERATING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,939 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. F2 · derivative.exercise_date: Stock options were granted on 03/23/2016, vested ratably over a three-year period, and were fully vested on 04/01/2019. Read SEC document |
| November 01, 2022 Filed Nov 3, 2022 15:00 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | SaleCommon Stock | 4,325 | $122.17 | $528,364.49 |
DisclosureSEC source: 0001415889-22-011034 · form4-11032022_111101.xml · nonDerivative · entry 4 Trent T McKenna · CIK 0001373205 · EVP & CHIEF OPERATING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,903 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 |
| November 01, 2022 Filed Nov 3, 2022 15:00 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionCommon Stock | 310 | $42.50 | $13,175.00 |
DisclosureSEC source: 0001415889-22-011034 · form4-11032022_111101.xml · nonDerivative · entry 3 Trent T McKenna · CIK 0001373205 · EVP & CHIEF OPERATING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,228 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 |
| November 01, 2022 Filed Nov 3, 2022 15:00 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionCommon Stock | 1,076 | $36.25 | $39,005.00 |
DisclosureSEC source: 0001415889-22-011034 · form4-11032022_111101.xml · nonDerivative · entry 2 Trent T McKenna · CIK 0001373205 · EVP & CHIEF OPERATING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,918 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 |
| November 01, 2022 Filed Nov 3, 2022 15:00 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionCommon Stock | 2,939 | $30.36 | $89,228.04 |
DisclosureSEC source: 0001415889-22-011034 · form4-11032022_111101.xml · nonDerivative · entry 1 Trent T McKenna · CIK 0001373205 · EVP & CHIEF OPERATING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,842 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, 2022 Filed Apr 5, 2022 20:15 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Tax withholdingCommon Stock | 474 | $89.42 | $42,382.71 |
DisclosureSEC source: 0001415889-22-003817 · form4-04052022_040420.xml · nonDerivative · entry 3 Trent T McKenna · CIK 0001373205 · EVP & CHIEF OPERATING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,903 F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2022 and were priced based on the average of the high and low stock price on April 1, 2022. F5 · shares: Reflects forfeited shares related to the third and final 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, 2022. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 20:15 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Tax withholdingCommon Stock | 608 | $89.42 | $54,364.32 |
DisclosureSEC source: 0001415889-22-003817 · form4-04052022_040420.xml · nonDerivative · entry 2 Trent T McKenna · CIK 0001373205 · EVP & CHIEF OPERATING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,377 F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2022 and were priced based on the average of the high and low stock price on April 1, 2022. F4 · shares: Reflects forfeited shares related to the second 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, 2022. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 20:15 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Tax withholdingCommon Stock | 381 | $89.42 | $34,067.12 |
DisclosureSEC source: 0001415889-22-003817 · form4-04052022_040420.xml · nonDerivative · entry 1 Trent T McKenna · CIK 0001373205 · EVP & CHIEF OPERATING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,985 F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2022 and were priced based on the average of the high and low stock price on April 1, 2022. F2 · shares: Reflects forfeited shares related to the first vesting of restricted stock units granted on March 10, 2021. F3 · price: Price is based on the average of the high and low stock price on April 1, 2022. Read SEC document |
| March 23, 2022 Filed Mar 25, 2022 20:15 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Tax withholdingCommon Stock | 1,362 | $91.16 | $124,159.92 |
DisclosureSEC source: 0001415889-22-003366 · form4-03252022_040311.xml · nonDerivative · entry 3 Trent T McKenna · CIK 0001373205 · EVP & CHIEF OPERATING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,366 F3 · shares: Forfeited shares are related to dollar-denominated performance restricted stock units that vested on March 23, 2022 and were priced based on the closing price of the Company common stock on March 23, 2022. Read SEC document |
| March 23, 2022 Filed Mar 25, 2022 20:15 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | GrantCommon Stock | 3,574 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-003366 · form4-03252022_040311.xml · nonDerivative · entry 2 Trent T McKenna · CIK 0001373205 · EVP & CHIEF OPERATING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,728 F2 · shares: Reflects dollar-denominated performance restricted stock units granted on March 6, 2019 that vested on March 23, 2022. These units vested as a result of the Company's 2019-2021 relative Total Shareholder Return and 2019-2021 Company average EPS - the applicable performance measures. Read SEC document |
| March 23, 2022 Filed Mar 25, 2022 20:15 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | GrantCommon Stock | 3,137 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-003366 · form4-03252022_040311.xml · nonDerivative · entry 1 Trent T McKenna · CIK 0001373205 · EVP & CHIEF OPERATING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,154 F1 · shares: Each restricted stock unit granted on March 23, 2022 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 29, 2021 Filed Nov 2, 2021 15:18 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionOption to Buy · Derivative | 3,000 | $0.00 Strike: $42.50 | $0.00 |
DisclosureSEC source: 0001179110-21-009747 · edgar.xml · derivative · entry 7 Trent T McKenna · CIK 0001373205 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,310 Underlying: Common Stock · 3,000 shares Expires 2028-03-07 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 03/07/2018, vested equally over a three-year period, and were fully vested on 04/01/2021. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 15:18 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionOption to Buy · Derivative | 3,000 | $0.00 Strike: $36.25 | $0.00 |
DisclosureSEC source: 0001179110-21-009747 · edgar.xml · derivative · entry 6 Trent T McKenna · CIK 0001373205 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,076 Underlying: Common Stock · 3,000 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. F3 · derivative.exercise_date: Stock options were granted on 03/08/2017, vested equally over a three-year period, and were fully vested on 04/01/2020. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 15:18 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionOption to Buy · Derivative | 4,000 | $0.00 Strike: $30.36 | $0.00 |
DisclosureSEC source: 0001179110-21-009747 · edgar.xml · derivative · entry 5 Trent T McKenna · CIK 0001373205 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,939 Underlying: Common Stock · 4,000 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. F2 · derivative.exercise_date: Stock options were granted on 03/23/2016, vested equally over a three-year period, and were fully vested on 04/01/2019. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 15:18 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | SaleCommon Stock | 10,000 | $91.31 | $913,064.00 |
DisclosureSEC source: 0001179110-21-009747 · edgar.xml · nonDerivative · entry 4 Trent T McKenna · CIK 0001373205 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,017 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 29, 2021 Filed Nov 2, 2021 15:18 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionCommon Stock | 3,000 | $42.50 | $127,500.00 |
DisclosureSEC source: 0001179110-21-009747 · edgar.xml · nonDerivative · entry 3 Trent T McKenna · CIK 0001373205 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,017 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 29, 2021 Filed Nov 2, 2021 15:18 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionCommon Stock | 3,000 | $36.25 | $108,750.00 |
DisclosureSEC source: 0001179110-21-009747 · edgar.xml · nonDerivative · entry 2 Trent T McKenna · CIK 0001373205 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,017 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.