Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COMFORT SYSTEMS USA INCFIX · Entity 3020 | SVP & GENERAL COUNSEL | 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 | 608 |
Ending reported balance
After 2026-04-01 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-04-01 · Tax withholding · Disposed 31 · Balance 676 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 25 · Balance 651 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 43 · Balance 608 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 | 43 | $1,429.60 | $61,472.59 |
DisclosureSEC source: 0002103050-26-000008 · form4-04032026_030411.xml · nonDerivative · entry 3 Eslicker Rachel R. · CIK 0002103050 · SVP & GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 608 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 | 25 | $1,429.60 | $35,739.88 |
DisclosureSEC source: 0002103050-26-000008 · form4-04032026_030411.xml · nonDerivative · entry 2 Eslicker Rachel R. · CIK 0002103050 · SVP & GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 651 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 | 31 | $1,429.60 | $44,317.45 |
DisclosureSEC source: 0002103050-26-000008 · form4-04032026_030411.xml · nonDerivative · entry 1 Eslicker Rachel R. · CIK 0002103050 · SVP & GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 676 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 | GrantCommon Stock | 217 | $0.00 | $0.00 |
DisclosureSEC source: 0002103050-26-000006 · form4-03252026_050306.xml · nonDerivative · entry 1 Eslicker Rachel R. · CIK 0002103050 · SVP & GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 707 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.