Comfort Systems (FIX) COO Craig Sasser reports direct and trust-held shares
Filing Impact
Filing Sentiment
Form Type
3
Rhea-AI Filing Summary
COMFORT SYSTEMS USA INC Chief Operating Officer Craig Sasser filed an initial ownership report showing his holdings of company common stock. He reports 899 shares held directly and 646 shares held indirectly through The Craig Steven Sasser Revocable Trust. Some of these shares were issued under restricted stock unit grants that remain subject to tenure-based vesting conditions.
Positive
- None.
Negative
- None.
Insider Trade Summary
2 transactions reported
Mixed
2 txns
Insider
Sasser Craig
Role
Chief Operating Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 899 shares (Direct);
Common Stock — 646 shares (Indirect, By Trust)
Footnotes (1)
- Shares issued pursuant to restricted stock unit grants that remain subject to tenure vesting. Held by The Craig Steven Sasser Revocable Trust, dated December 17, 2021, for which the Reporting Person is a trustee.
Key Figures
Direct common shares: 899 shares
Indirect common shares via trust: 646 shares
Derivative positions reported: 0 instruments
3 metrics
Direct common shares
899 shares
Total shares held directly following reported holdings
Indirect common shares via trust
646 shares
Held by The Craig Steven Sasser Revocable Trust
Derivative positions reported
0 instruments
No derivative securities listed in derivativeSummary
Key Terms
restricted stock unit, tenure vesting, revocable trust
3 terms
restricted stock unit financial
"Shares issued pursuant to restricted stock unit grants that remain subject to tenure vesting."
A restricted stock unit is a promise from a company to give an employee shares of stock after certain conditions are met, like staying with the company for a set amount of time. It’s like earning a bonus that turns into company stock once you’ve proven your commitment, making it a way to motivate and reward employees.
tenure vesting financial
"restricted stock unit grants that remain subject to tenure vesting."
revocable trust financial
"Held by The Craig Steven Sasser Revocable Trust, dated December 17, 2021, for which the Reporting Person is a trustee."
A revocable trust is a legal arrangement where the person who creates it keeps control and can change or cancel the trust at any time, while naming who will manage and receive the assets later. Think of it like a flexible folder for your investments and property that can be relabeled or reworked as circumstances change; it matters to investors because it determines how ownership is recorded, how easily assets transfer on incapacity or death, and whether holdings bypass public probate proceedings.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What does Craig Sasser’s Form 3 filing for FIX show?
The Form 3 shows Craig Sasser’s initial ownership of COMFORT SYSTEMS USA INC common stock as Chief Operating Officer. It discloses both directly held shares and shares held through a revocable trust, including stock issued under restricted stock unit grants still subject to tenure vesting.
What indirect COMFORT SYSTEMS USA INC (FIX) holdings does Craig Sasser report?
He reports indirect ownership of 646 shares of COMFORT SYSTEMS USA INC common stock. These shares are held by The Craig Steven Sasser Revocable Trust, dated December 17, 2021, for which he serves as trustee, giving him an indirect interest in those shares.
Does Craig Sasser’s Form 3 for FIX show any recent stock purchases or sales?
The Form 3 functions as an initial ownership statement and lists Sasser’s existing direct and indirect holdings. It does not identify specific buy or sell transactions, instead establishing his baseline position in COMFORT SYSTEMS USA INC common stock as an officer.