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 03, 2017 Filed Apr 5, 2017 20:38 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Tax withholdingCommon Stock | 402 | $35.97 | $14,459.94 |
DisclosureSEC source: 0001179110-17-005772 · 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: 45,914 F1 · date: Forfeited shares are related to restricted stock units that vested on April 1, 2017 and were priced based on the average of the high and low stock price on April 3, 2017. F5 · shares: Reflects forfeited shares related to the first vesting of restricted stock units granted on March 23, 2016. F3 · price: Price is based on the average of the high and low stock price on April 3, 2017. Read SEC document |
| April 03, 2017 Filed Apr 5, 2017 20:38 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Tax withholdingCommon Stock | 621 | $35.97 | $22,337.37 |
DisclosureSEC source: 0001179110-17-005772 · 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: 46,316 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 20:38 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Tax withholdingCommon Stock | 695 | $35.97 | $24,999.15 |
DisclosureSEC source: 0001179110-17-005772 · 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: 46,937 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 22:21 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | GrantEmployee Stock Option (Right to Buy) · Derivative | 9,076 | $0.00 Strike: $36.25 | $0.00 |
DisclosureSEC source: 0001179110-17-004438 · 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: 9,076 Underlying: Common Stock · 9,076 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 22:21 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Tax withholdingCommon Stock | 1,889 | $36.25 | $68,476.25 |
DisclosureSEC source: 0001179110-17-004438 · 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: 47,632 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 22:21 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | GrantCommon Stock | 4,822 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-004438 · 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: 49,521 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 22:21 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | GrantCommon Stock | 2,904 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-004438 · 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: 44,699 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 |
| November 30, 2016 Filed Jan 27, 2017 21:27 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | GiftCommon Stock | 95 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-001307 · 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: 41,795 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.