[144] Comfort Systems USA, Inc. SEC Filing

Rhea-AI Filing Summary

Comfort Systems USA, Inc. (FIX) Form 144 notice reports a proposed sale of 3,000 common shares through Charles Schwab & Co., with an aggregate market value of $2,073,540.00 and an approximate sale date of 08/26/2025 on the NYSE. The shares were originally acquired on 05/29/2021 as grants for board members and the acquisition was recorded as equity compensation.

The filing also discloses prior sales by the same account: 2,500 common shares were sold on 06/09/2025 by Herman Bulls for gross proceeds of $1,250,014.66. The notice includes the signer’s certification that they are unaware of undisclosed material adverse information about the issuer.

Positive

• Disclosure filed under Rule 144, providing regulatory transparency about the proposed sale
• Securities were acquired as equity compensation for board service, clearly described with acquisition date and nature

Negative

• Insider selling activity: 3,000 shares proposed for sale and a prior sale of 2,500 shares on 06/09/2025 for $1,250,014.66
• Limited issuer/contextual information in the filing (no discussion of reasons for sale or impact on ownership percentages)

Insights

Financial Analyst

TL;DR: Insider-derived equity of 3,000 shares is registered for sale; prior near-term sale of 2,500 shares generated $1.25M in proceeds.

The filing documents a routine Rule 144 filing for 3,000 shares obtained as board-member grants in 2021 and classified as equity compensation. The proposed sale is arranged with a major brokerage and lists a targeted execution date. The disclosed June sale of 2,500 shares for $1,250,014.66 shows recent liquidity activity from the same account. This disclosure is procedural and provides transparency into insider selling activity without additional operational or financial data about the company.

Corporate Governance Expert

TL;DR: This is a compliance-focused disclosure of insider sales tied to board compensation, showing adherence to Rule 144 procedures.

The document identifies shares granted to a board member and the planned disposition under Rule 144, including broker details and market value. It includes the statutory signer representation about undisclosed material information, indicating the filer followed required attestations. From a governance perspective, the filing signals insider monetization of equity granted as compensation; the filing itself does not provide context on timing rationale or any trading plans governed by Rule 10b5-1.

Form 144 Filer Information	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 144 NOTICE OF PROPOSED SALE OF SECURITIES PURSUANT TO RULE 144 UNDER THE SECURITIES ACT OF 1933
FORM 144

144: Filer Information

Filer CIK
Filer CCC
Is this a LIVE or TEST Filing?	LIVE TEST
Submission Contact Information
Name
Phone
E-Mail Address

144: Issuer Information

Name of Issuer

SEC File Number

Address of Issuer

Phone

Name of Person for Whose Account the Securities are To Be Sold

See the definition of "person" in paragraph (a) of Rule 144. Information is to be given not only as to the person for whose account the securities are to be sold but also as to all other persons included in that definition. In addition, information shall be given as to sales by all persons whose sales are required by paragraph (e) of Rule 144 to be aggregated with sales for the account of the person filing this notice.

Relationship to Issuer

144: Securities Information

Title of the Class of Securities To Be Sold	Name and Address of the Broker	Number of Shares or Other Units To Be Sold	Aggregate Market Value	Number of Shares or Other Units Outstanding	Approximate Date of Sale	Name the Securities Exchange
Common	Charles Schwab & Co 3000 Schwab Way Westlake TX 76262	3000	2073540.00	35281452	08/26/2025	NYSE

Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144: Securities To Be Sold

Title of the Class	Date you Acquired	Nature of Acquisition Transaction	Name of Person from Whom Acquired	Is this a Gift?	Date Donor Acquired	Amount of Securities Acquired	Date of Payment	Nature of Payment *
Common	05/29/2021	Grants for Board Members	Issuer			3000	05/29/2021	Equity Compensation

* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.

Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144: Securities Sold During The Past 3 Months

Name and Address of Seller	Title of Securities Sold	Date of Sale	Amount of Securities Sold	Gross Proceeds
Herman Bulls 675 BERING DRIVE SUITE 400 HOUSTON TX 77057	Common	06/09/2025	2500	1250014.66

144: Remarks and Signature

Remarks

Date of Notice

ATTENTION:

The person for whose account the securities to which this notice relates are to be sold hereby represents by signing this notice that he does not know any material adverse information in regard to the current and prospective operations of the Issuer of the securities to be sold which has not been publicly disclosed. If such person has adopted a written trading plan or given trading instructions to satisfy Rule 10b5-1 under the Exchange Act, by signing the form and indicating the date that the plan was adopted or the instruction given, that person makes such representation as of the plan adoption or instruction date.

Signature

ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)

FAQ

What does Comfort Systems USA (FIX) Form 144 disclose?

It discloses a proposed sale of 3,000 common shares acquired 05/29/2021 as board-member grants, with an aggregate market value of $2,073,540.00 and an approximate sale date of 08/26/2025 on the NYSE.

Who is handling the brokerage for the proposed sale in the FIX filing?

Charles Schwab & Co. is listed as the broker (address: 3000 Schwab Way, Westlake, TX 76262).

Were there recent sales by the same account disclosed?

Yes. The filing shows Herman Bulls sold 2,500 common shares on 06/09/2025 for gross proceeds of $1,250,014.66.

How were the shares originally acquired according to the filing?

The shares were granted on 05/29/2021 as grants for board members and payment was recorded as equity compensation.

Does the filing state there is undisclosed material information about the issuer?

No. The signer represents they do not know of any material adverse information about the issuer that has not been publicly disclosed.