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 |
|---|---|---|---|---|---|---|
| October 29, 2021 Filed Nov 2, 2021 15:18 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionCommon Stock | 4,000 | $30.36 | $121,440.00 |
DisclosureSEC source: 0001179110-21-009747 · edgar.xml · nonDerivative · entry 1 Trent T McKenna · CIK 0001373205 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,017 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 |
| May 24, 2021 Filed May 25, 2021 16:51 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionOption to Buy · Derivative | 3,000 | $0.00 Strike: $42.50 | $0.00 |
DisclosureSEC source: 0001179110-21-005856 · edgar.xml · derivative · entry 7 Trent T McKenna · CIK 0001373205 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,310 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 |
| May 24, 2021 Filed May 25, 2021 16:51 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionOption to Buy · Derivative | 3,000 | $0.00 Strike: $36.25 | $0.00 |
DisclosureSEC source: 0001179110-21-005856 · edgar.xml · derivative · entry 6 Trent T McKenna · CIK 0001373205 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,076 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 |
| May 24, 2021 Filed May 25, 2021 16:51 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionOption to Buy · Derivative | 3,000 | $0.00 Strike: $30.36 | $0.00 |
DisclosureSEC source: 0001179110-21-005856 · edgar.xml · derivative · entry 5 Trent T McKenna · CIK 0001373205 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,939 Underlying: Common Stock · 3,000 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 |
| May 24, 2021 Filed May 25, 2021 16:51 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | SaleCommon Stock | 9,000 | $80.70 | $726,256.80 |
DisclosureSEC source: 0001179110-21-005856 · 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 |
| May 24, 2021 Filed May 25, 2021 16:51 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionCommon Stock | 3,000 | $42.50 | $127,500.00 |
DisclosureSEC source: 0001179110-21-005856 · edgar.xml · nonDerivative · entry 3 Trent T McKenna · CIK 0001373205 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,017 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 |
| May 24, 2021 Filed May 25, 2021 16:51 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionCommon Stock | 3,000 | $36.25 | $108,750.00 |
DisclosureSEC source: 0001179110-21-005856 · edgar.xml · nonDerivative · entry 2 Trent T McKenna · CIK 0001373205 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,017 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 |
| May 24, 2021 Filed May 25, 2021 16:51 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionCommon Stock | 3,000 | $30.36 | $91,080.00 |
DisclosureSEC source: 0001179110-21-005856 · edgar.xml · nonDerivative · entry 1 Trent T McKenna · CIK 0001373205 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,017 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 |
| April 01, 2021 Filed Apr 5, 2021 20:48 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Tax withholdingCommon Stock | 309 | $75.56 | $23,348.04 |
DisclosureSEC source: 0001179110-21-004197 · edgar.xml · nonDerivative · entry 3 Trent T McKenna · CIK 0001373205 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,017 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 20:48 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Tax withholdingCommon Stock | 471 | $75.56 | $35,588.76 |
DisclosureSEC source: 0001179110-21-004197 · edgar.xml · nonDerivative · entry 2 Trent T McKenna · CIK 0001373205 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,326 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 20:48 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Tax withholdingCommon Stock | 605 | $75.56 | $45,713.80 |
DisclosureSEC source: 0001179110-21-004197 · edgar.xml · nonDerivative · entry 1 Trent T McKenna · CIK 0001373205 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,797 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 21:49 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Tax withholdingCommon Stock | 1,166 | $74.70 | $87,100.20 |
DisclosureSEC source: 0001179110-21-003351 · edgar.xml · nonDerivative · entry 3 Trent T McKenna · CIK 0001373205 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,402 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 21:49 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | GrantCommon Stock | 3,094 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-003351 · edgar.xml · nonDerivative · entry 2 Trent T McKenna · CIK 0001373205 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,568 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 21:49 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | GrantCommon Stock | 3,078 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-003351 · edgar.xml · nonDerivative · entry 1 Trent T McKenna · CIK 0001373205 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,474 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 |
| November 05, 2018 Filed Nov 5, 2018 21:07 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionOption to Buy · Derivative | 5,000 | $0.00 Strike: $16.15 | $0.00 |
DisclosureSEC source: 0001179110-18-012539 · edgar.xml · derivative · entry 7 Trent T McKenna · CIK 0001373205 · SrVP, General Counsel and Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 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. F4 · 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 |
| November 05, 2018 Filed Nov 5, 2018 21:07 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionOption to Buy · Derivative | 5,000 | $0.00 Strike: $13.86 | $0.00 |
DisclosureSEC source: 0001179110-18-012539 · edgar.xml · derivative · entry 6 Trent T McKenna · CIK 0001373205 · SrVP, General Counsel and Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 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. 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 |
| November 05, 2018 Filed Nov 5, 2018 21:07 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionOption to Buy · Derivative | 5,000 | $0.00 Strike: $11.21 | $0.00 |
DisclosureSEC source: 0001179110-18-012539 · edgar.xml · derivative · entry 5 Trent T McKenna · CIK 0001373205 · SrVP, General Counsel and Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 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 |
| November 05, 2018 Filed Nov 5, 2018 21:07 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | SaleCommon Stock | 15,000 | $54.79 | $821,850.00 |
DisclosureSEC source: 0001179110-18-012539 · edgar.xml · nonDerivative · entry 4 Trent T McKenna · CIK 0001373205 · SrVP, General Counsel and Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,341 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 05, 2018 Filed Nov 5, 2018 21:07 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionCommon Stock | 5,000 | $16.15 | $80,750.00 |
DisclosureSEC source: 0001179110-18-012539 · edgar.xml · nonDerivative · entry 3 Trent T McKenna · CIK 0001373205 · SrVP, General Counsel and Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,341 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 05, 2018 Filed Nov 5, 2018 21:07 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionCommon Stock | 5,000 | $13.86 | $69,300.00 |
DisclosureSEC source: 0001179110-18-012539 · edgar.xml · nonDerivative · entry 2 Trent T McKenna · CIK 0001373205 · SrVP, General Counsel and Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,341 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 05, 2018 Filed Nov 5, 2018 21:07 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionCommon Stock | 5,000 | $11.21 | $56,050.00 |
DisclosureSEC source: 0001179110-18-012539 · edgar.xml · nonDerivative · entry 1 Trent T McKenna · CIK 0001373205 · SrVP, General Counsel and Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,341 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 25, 2018 Filed May 25, 2018 18:53 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionOption to Buy · Derivative | 2,717 | $0.00 Strike: $19.67 | $0.00 |
DisclosureSEC source: 0001179110-18-007545 · edgar.xml · derivative · entry 16 Trent T McKenna · CIK 0001373205 · SrVP, General Counsel and Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 2,717 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 |
| May 25, 2018 Filed May 25, 2018 18:53 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionOption to Buy · Derivative | 5,147 | $0.00 Strike: $16.15 | $0.00 |
DisclosureSEC source: 0001179110-18-007545 · edgar.xml · derivative · entry 15 Trent T McKenna · CIK 0001373205 · SrVP, General Counsel and Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 5,147 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 |
| May 25, 2018 Filed May 25, 2018 18:53 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionOption to Buy · Derivative | 136 | $0.00 Strike: $13.86 | $0.00 |
DisclosureSEC source: 0001179110-18-007545 · edgar.xml · derivative · entry 14 Trent T McKenna · CIK 0001373205 · SrVP, General Counsel and Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 136 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 |
| May 25, 2018 Filed May 25, 2018 18:53 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | SaleCommon Stock | 2,500 | $46.04 | $115,100.00 |
DisclosureSEC source: 0001179110-18-007545 · edgar.xml · nonDerivative · entry 10 Trent T McKenna · CIK 0001373205 · SrVP, General Counsel and Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,341 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 25, 2018 Filed May 25, 2018 18:53 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | SaleCommon Stock | 8,000 | $46.01 | $368,080.00 |
DisclosureSEC source: 0001179110-18-007545 · edgar.xml · nonDerivative · entry 9 Trent T McKenna · CIK 0001373205 · SrVP, General Counsel and Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,841 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 25, 2018 Filed May 25, 2018 18:53 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionCommon Stock | 2,717 | $19.67 | $53,443.39 |
DisclosureSEC source: 0001179110-18-007545 · edgar.xml · nonDerivative · entry 8 Trent T McKenna · CIK 0001373205 · SrVP, General Counsel and Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,841 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 25, 2018 Filed May 25, 2018 18:53 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionCommon Stock | 5,147 | $16.15 | $83,124.05 |
DisclosureSEC source: 0001179110-18-007545 · edgar.xml · nonDerivative · entry 7 Trent T McKenna · CIK 0001373205 · SrVP, General Counsel and Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,124 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 25, 2018 Filed May 25, 2018 18:53 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionCommon Stock | 136 | $13.86 | $1,884.96 |
DisclosureSEC source: 0001179110-18-007545 · edgar.xml · nonDerivative · entry 6 Trent T McKenna · CIK 0001373205 · SrVP, General Counsel and Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,977 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 24, 2018 Filed May 25, 2018 18:53 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionOption to Buy · Derivative | 1,765 | $0.00 Strike: $13.86 | $0.00 |
DisclosureSEC source: 0001179110-18-007545 · edgar.xml · derivative · entry 13 Trent T McKenna · CIK 0001373205 · SrVP, General Counsel and Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,136 Underlying: Common Stock · 1,765 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 |
| May 24, 2018 Filed May 25, 2018 18:53 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionOption to Buy · Derivative | 5,614 | $0.00 Strike: $11.21 | $0.00 |
DisclosureSEC source: 0001179110-18-007545 · edgar.xml · derivative · entry 12 Trent T McKenna · CIK 0001373205 · SrVP, General Counsel and Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 5,614 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 |
| May 24, 2018 Filed May 25, 2018 18:53 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionOption to Buy · Derivative | 754 | $0.00 Strike: $13.87 | $0.00 |
DisclosureSEC source: 0001179110-18-007545 · edgar.xml · derivative · entry 11 Trent T McKenna · CIK 0001373205 · SrVP, General Counsel and Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Underlying: Common Stock · 754 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 |
| May 24, 2018 Filed May 25, 2018 18:53 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | SaleCommon Stock | 2,500 | $46.38 | $115,950.00 |
DisclosureSEC source: 0001179110-18-007545 · edgar.xml · nonDerivative · entry 5 Trent T McKenna · CIK 0001373205 · SrVP, General Counsel and Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,841 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 24, 2018 Filed May 25, 2018 18:53 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | SaleCommon Stock | 8,133 | $45.79 | $372,410.07 |
DisclosureSEC source: 0001179110-18-007545 · edgar.xml · nonDerivative · entry 4 Trent T McKenna · CIK 0001373205 · SrVP, General Counsel and Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,341 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 24, 2018 Filed May 25, 2018 18:53 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionCommon Stock | 1,765 | $13.86 | $24,462.90 |
DisclosureSEC source: 0001179110-18-007545 · edgar.xml · nonDerivative · entry 3 Trent T McKenna · CIK 0001373205 · SrVP, General Counsel and Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,474 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 24, 2018 Filed May 25, 2018 18:53 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionCommon Stock | 5,614 | $11.21 | $62,932.94 |
DisclosureSEC source: 0001179110-18-007545 · edgar.xml · nonDerivative · entry 2 Trent T McKenna · CIK 0001373205 · SrVP, General Counsel and Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,709 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 24, 2018 Filed May 25, 2018 18:53 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionCommon Stock | 754 | $13.87 | $10,457.98 |
DisclosureSEC source: 0001179110-18-007545 · edgar.xml · nonDerivative · entry 1 Trent T McKenna · CIK 0001373205 · SrVP, General Counsel and Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,095 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 | 602 | $40.68 | $24,489.36 |
DisclosureSEC source: 0001179110-18-005392 · edgar.xml · nonDerivative · entry 3 Trent T McKenna · CIK 0001373205 · SrVP, General Counsel and Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,341 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 | 396 | $40.68 | $16,109.28 |
DisclosureSEC source: 0001179110-18-005392 · edgar.xml · nonDerivative · entry 2 Trent T McKenna · CIK 0001373205 · SrVP, General Counsel and Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,943 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 | 337 | $40.68 | $13,709.16 |
DisclosureSEC source: 0001179110-18-005392 · edgar.xml · nonDerivative · entry 1 Trent T McKenna · CIK 0001373205 · SrVP, General Counsel and Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,339 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 19:50 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | GrantEmployee Stock Option (Right to Buy) · Derivative | 8,310 | $0.00 Strike: $42.50 | $0.00 |
DisclosureSEC source: 0001179110-18-003943 · edgar.xml · derivative · entry 4 Trent T McKenna · CIK 0001373205 · SrVP, General Counsel and Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,310 Underlying: Common Stock · 8,310 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 19:50 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Tax withholdingCommon Stock | 2,108 | $42.50 | $89,590.00 |
DisclosureSEC source: 0001179110-18-003943 · edgar.xml · nonDerivative · entry 3 Trent T McKenna · CIK 0001373205 · SrVP, General Counsel and Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,676 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 19:50 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | GrantCommon Stock | 5,573 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-003943 · edgar.xml · nonDerivative · entry 2 Trent T McKenna · CIK 0001373205 · SrVP, General Counsel and Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,784 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 19:50 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | GrantCommon Stock | 2,551 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-003943 · edgar.xml · nonDerivative · entry 1 Trent T McKenna · CIK 0001373205 · SrVP, General Counsel and Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,211 F1 · shares: Each restricted stock unit granted on March 7, 2018 represents the right to receive one share of common stock and will vest in equal installments over a three-year vesting schedule. Read SEC document |
| November 27, 2017 Filed Nov 27, 2017 22:20 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionOption to Buy · Derivative | 5,000 | $0.00 Strike: $13.86 | $0.00 |
DisclosureSEC source: 0001179110-17-014631 · edgar.xml · derivative · entry 6 Trent T McKenna · CIK 0001373205 · SrVP, General Counsel and Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,901 Underlying: Common Stock · 5,000 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. F4 · derivative.exercise_date: Stock options were granted on 03/20/2013, vested equally over a three-year period, and were fully vested on 04/01/2016. Read SEC document |
| November 27, 2017 Filed Nov 27, 2017 22:20 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionOption to Buy · Derivative | 5,000 | $0.00 Strike: $11.21 | $0.00 |
DisclosureSEC source: 0001179110-17-014631 · edgar.xml · derivative · entry 5 Trent T McKenna · CIK 0001373205 · SrVP, General Counsel and Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,614 Underlying: Common Stock · 5,000 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 03/26/2012, vested equally over a three-year period, and were fully vested on 04/01/2015. Read SEC document |
| November 27, 2017 Filed Nov 27, 2017 22:20 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | SaleCommon Stock | 15,179 | $41.85 | $635,241.15 |
DisclosureSEC source: 0001179110-17-014631 · edgar.xml · nonDerivative · entry 4 Trent T McKenna · CIK 0001373205 · SrVP, General Counsel and Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,660 F2 · 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 27, 2017 Filed Nov 27, 2017 22:20 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionCommon Stock | 5,000 | $13.86 | $69,300.00 |
DisclosureSEC source: 0001179110-17-014631 · edgar.xml · nonDerivative · entry 3 Trent T McKenna · CIK 0001373205 · SrVP, General Counsel and Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,839 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 27, 2017 Filed Nov 27, 2017 22:20 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Exercise / conversionCommon Stock | 5,000 | $11.21 | $56,050.00 |
DisclosureSEC source: 0001179110-17-014631 · edgar.xml · nonDerivative · entry 2 Trent T McKenna · CIK 0001373205 · SrVP, General Counsel and Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,839 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 09, 2017 Filed Nov 27, 2017 22:20 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | GiftCommon Stock | 75 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-014631 · edgar.xml · nonDerivative · entry 1 Trent T McKenna · CIK 0001373205 · SrVP, General Counsel and Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,839 F1 · kind: This transaction represents a charitable donation. 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.