Welcome to our dedicated page for Comfort Sys Usa SEC filings (Ticker: FIX), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Mechanical contracting companies like Comfort Systems USA (FIX) file SEC documents that reveal how installation and service revenue mix shifts quarter to quarter. The company's 10-Q and 10-K reports break down performance between these two segments, showing how construction cycles affect the installation business while recurring maintenance contracts provide stability through the service side.
Form 4 filings track insider transactions from executives and directors across the company's network of regional subsidiaries. Given the decentralized operating structure, these filings can signal how leadership at both the corporate and subsidiary levels view the stock's value relative to compensation packages and personal investment decisions.
The 8-K filings document material events including acquisitions of regional mechanical contractors, a core element of the company's growth strategy. These filings provide details on purchase prices, the acquired company's operations, and how the transaction fits into Comfort Systems USA's geographic and service expansion.
Proxy statements through DEF 14A filings detail executive compensation structures, board composition, and governance matters. For a company that operates through autonomous regional subsidiaries, understanding how corporate leadership incentives align with shareholder interests adds context to investment analysis.
Our AI-powered summaries help you quickly identify the key disclosures in each filing without reading through hundreds of pages of technical documentation. Track backlog trends, segment profitability, and acquisition activity through simplified explanations of complex SEC documents.
Comfort Systems USA, Inc. disclosed the equity holdings of an officer, its SVP & General Counsel, in a beneficial ownership report dated 12/31/2025. The filing shows that this individual beneficially owns 490 shares of the company’s common stock in direct form. An explanation notes that this total includes 489 shares of common stock issued pursuant to restricted stock unit grants that are still subject to tenure-based vesting conditions.
Comfort Systems USA, Inc. disclosed leadership changes affecting its senior management team. Trent T. McKenna, currently Executive Vice President and Chief Operating Officer, will become President and Chief Operating Officer effective January 1, 2026. In this new role, he will receive an annual base salary of
Mr. McKenna will also be granted a long-term incentive award made up of time-vesting and performance-vesting restricted stock units with a grant date value equal to
Comfort Systems USA, Inc. reported an insider stock sale by its Senior Vice President and General Counsel. On 12/04/2025, the executive sold 1,000 shares of common stock in a single reported transaction at an average price of $ 996.1634 per share, coded as a sale. After this transaction, the executive directly beneficially owns 7,938 shares of Comfort Systems USA common stock.
The company notes that the sale price shown reflects an average, and that detailed information on the number of shares sold at each specific price level is available upon request from the Company’s Office of the General Counsel.
Comfort Systems USA (FIX)
The filing covers the planned sale of 1,000 shares of common stock through broker Stifel Nicolaus & Company Inc. on the NYSE, with an aggregate market value of
The seller acquired these shares as company stock compensation, including 879 shares on
BlackRock, Inc. has filed an amended Schedule 13G reporting its beneficial ownership of common stock of Comfort Systems USA, Inc. as of 11/30/2025. BlackRock reports beneficial ownership of 3,803,901 shares of common stock, representing 10.8% of the outstanding class. It has sole power to vote 3,606,513 shares and sole power to dispose of 3,803,901 shares, with no shared voting or dispositive power.
The filing notes that these securities are held by certain BlackRock business units in the ordinary course of business and are not held for the purpose of changing or influencing control of Comfort Systems USA. Various underlying clients have rights to dividends or sale proceeds, but no single client holds more than five percent of the company’s outstanding common shares.
Comfort Systems USA, Inc. director reported a small change in ownership of company stock. On 12/03/2025, the reporting person made a transaction in Common Stock coded as "G," which the footnotes explain is a charitable donation of 270 shares at a stated price of $0.
After this donation, the director beneficially owns 82,631 shares of Comfort Systems USA stock directly and 12,495 shares indirectly through a partnership interest. The indirect transfer details for the 12,495 shares are referenced as being described in a prior filing dated 10/31/2025.
Comfort Systems USA, Inc. reported insider stock activity by its Chief Financial Officer on a Form 4. On December 1, 2025, the CFO had 3,279 shares of common stock forfeited in connection with the second vesting of restricted stock units granted on November 14, 2023, based on an average price of $955.725. The same day, the CFO sold 4,370 shares of common stock at an average price of $958.8785, with full trade details available from the company’s Office of the General Counsel on request. The filing also reports a 2,000‑share charitable donation of common stock. After these transactions, the CFO beneficially owned 37,824 shares of Comfort Systems USA common stock, held directly.
Comfort Systems USA, Inc. (FIX) disclosed an insider stock sale by its President and Chief Executive Officer, who is also a director. On 11/24/2025, the reporting person sold 7,158 shares of common stock in an open market transaction coded as a sale. The filing reports an average sale price of $947.9806 per share, with a note that detailed trade prices and share breakdown are available upon request from the company’s Office of the General Counsel.
After this transaction, the insider beneficially owns 180,888 shares of Comfort Systems USA common stock in direct form. The filing is made on Form 4, which is used to report changes in the ownership of company securities by officers, directors, and other insiders.
FIX filed a Form 144 notice for a planned sale of 7,158 common shares. The shares are to be sold on the NYSE through Morgan Stanley Smith Barney LLC Executive Financial Services, with an indicated aggregate market value of $6,785,645.13 and with 35,271,950 shares of the class shown as outstanding. The approximate sale date is 11/24/2025.
The securities were acquired on 04/03/2017 from the issuer as compensation for past services, with payment also dated 04/03/2017 and described as compensation. By signing, the selling person represents that they do not know any material adverse information about the issuer’s current or prospective operations that has not been publicly disclosed.
Comfort Systems USA, Inc. (FIX)11/14/2025 in a transaction coded "G," which indicates a bona fide gift. The shares were contributed at a stated price of $0 as a charitable donation to a donor-advised fund.
After this gift, the reporting person beneficially owns 29,774 shares of Comfort Systems USA common stock in direct ownership. The filing reflects an individual reporting person, serving as a director of the company, with no derivative securities reported.