Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COMFORT SYSTEMS USA INCFIX · Entity 3020 | SVP & CHRO | 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 | 2,968 |
Ending reported balance
After 2026-04-01 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-04-01 · Tax withholding · Disposed 98 · Balance 3,143 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 82 · Balance 3,061 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 93 · Balance 2,968 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 | 93 | $1,429.60 | $132,952.34 |
DisclosureSEC source: 0001903895-26-000008 · form4-04032026_030407.xml · nonDerivative · entry 3 Reed Terrence · CIK 0001903895 · SVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,968 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 | 82 | $1,429.60 | $117,226.79 |
DisclosureSEC source: 0001903895-26-000008 · form4-04032026_030407.xml · nonDerivative · entry 2 Reed Terrence · CIK 0001903895 · SVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,061 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 | 98 | $1,429.60 | $140,100.31 |
DisclosureSEC source: 0001903895-26-000008 · form4-04032026_030407.xml · nonDerivative · entry 1 Reed Terrence · CIK 0001903895 · SVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,143 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 | 56 | $1,408.25 | $78,862.00 |
DisclosureSEC source: 0001903895-26-000006 · form4-03252026_050308.xml · nonDerivative · entry 3 Reed Terrence · CIK 0001903895 · SVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,241 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 | 188 | $0.00 | $0.00 |
DisclosureSEC source: 0001903895-26-000006 · form4-03252026_050308.xml · nonDerivative · entry 2 Reed Terrence · CIK 0001903895 · SVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,297 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 | 275 | $0.00 | $0.00 |
DisclosureSEC source: 0001903895-26-000006 · form4-03252026_050308.xml · nonDerivative · entry 1 Reed Terrence · CIK 0001903895 · SVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,109 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 |
| March 03, 2026 Filed Mar 5, 2026 20:00 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | SaleCommon Stock | 1,116 | $1,397.33 | $1,559,421.40 |
DisclosureSEC source: 0001903895-26-000003 · form4-03052026_030303.xml · nonDerivative · entry 2 Reed Terrence · CIK 0001903895 · SVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,834 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 |
| February 24, 2026 Filed Mar 5, 2026 20:00 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | SaleCommon Stock | 671 | $1,457.17 | $977,761.07 |
DisclosureSEC source: 0001903895-26-000003 · form4-03052026_030303.xml · nonDerivative · entry 1 Reed Terrence · CIK 0001903895 · SVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,950 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 | 88 | $324.55 | $28,560.40 |
DisclosureSEC source: 0001415889-25-009878 · form4-04032025_020412.xml · nonDerivative · entry 3 Reed Terrence · CIK 0001903895 · SVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,621 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 | 76 | $324.55 | $24,665.80 |
DisclosureSEC source: 0001415889-25-009878 · form4-04032025_020412.xml · nonDerivative · entry 2 Reed Terrence · CIK 0001903895 · SVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,709 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 | 52 | $324.55 | $16,876.60 |
DisclosureSEC source: 0001415889-25-009878 · form4-04032025_020412.xml · nonDerivative · entry 1 Reed Terrence · CIK 0001903895 · SVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,785 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 | 134 | $357.53 | $47,909.02 |
DisclosureSEC source: 0001415889-25-008767 · form4-03212025_030312.xml · nonDerivative · entry 3 Reed Terrence · CIK 0001903895 · SVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,837 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 | 552 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-008767 · form4-03212025_030312.xml · nonDerivative · entry 2 Reed Terrence · CIK 0001903895 · SVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,971 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 | 660 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-008767 · form4-03212025_030312.xml · nonDerivative · entry 1 Reed Terrence · CIK 0001903895 · SVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,419 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 |
| April 01, 2024 Filed Apr 3, 2024 19:55 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Tax withholdingCommon Stock | 163 | $320.03 | $52,164.89 |
DisclosureSEC source: 0001415889-24-009977 · form4-04032024_030404.xml · nonDerivative · entry 3 Reed Terrence · CIK 0001903895 · SVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,759 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 | 88 | $320.03 | $28,162.64 |
DisclosureSEC source: 0001415889-24-009977 · form4-04032024_030404.xml · nonDerivative · entry 2 Reed Terrence · CIK 0001903895 · SVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,922 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 | 76 | $320.03 | $24,322.28 |
DisclosureSEC source: 0001415889-24-009977 · form4-04032024_030404.xml · nonDerivative · entry 1 Reed Terrence · CIK 0001903895 · SVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,010 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 21:08 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | GrantCommon Stock | 636 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-008982 · form4-03222024_090327.xml · nonDerivative · entry 1 Reed Terrence · CIK 0001903895 · SVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,086 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 |
| April 03, 2023 Filed Apr 5, 2023 21:15 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Tax withholdingCommon Stock | 241 | $146.44 | $35,292.04 |
DisclosureSEC source: 0001415889-23-006308 · form4-04052023_050411.xml · nonDerivative · entry 2 Reed Terrence · CIK 0001903895 · SVP OF PEOPLE & LEADERSHIP DEV 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,450 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 | 120 | $146.44 | $17,572.80 |
DisclosureSEC source: 0001415889-23-006308 · form4-04052023_050411.xml · nonDerivative · entry 1 Reed Terrence · CIK 0001903895 · SVP OF PEOPLE & LEADERSHIP DEV 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,691 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 | GrantCommon Stock | 941 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-005366 · form4-03232023_050315.xml · nonDerivative · entry 1 Reed Terrence · CIK 0001903895 · SVP OF PEOPLE & LEADERSHIP DEV 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,811 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 |
| April 01, 2022 Filed Apr 5, 2022 20:16 UTC | COMFORT SYSTEMS USA INC FIX · Entity 3020 | Tax withholdingCommon Stock | 224 | $89.42 | $20,028.96 |
DisclosureSEC source: 0001415889-22-003821 · form4-04052022_040436.xml · nonDerivative · entry 1 Reed Terrence · CIK 0001903895 · SVP OF PEOPLE & LEADERSHIP DEV 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,870 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 | GrantCommon Stock | 1,086 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-003369 · form4-03252022_040328.xml · nonDerivative · entry 1 Reed Terrence · CIK 0001903895 · SVP OF PEOPLE & LEADERSHIP DEV 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,094 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.