Comfort Systems COO discloses initial shareholdings

COMFORT SYSTEMS USA INC Chief Operating Officer Craig Sasser filed an initial ownership report showing his holdings of company common stock.

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.

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 (2)

1. F1. Shares issued pursuant to restricted stock unit grants that remain subject to tenure vesting.
2. F2. 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.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

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.

How many COMFORT SYSTEMS USA INC (FIX) shares does Craig Sasser hold directly?

Craig Sasser reports direct ownership of 899 shares of COMFORT SYSTEMS USA INC common stock. This direct holding is separate from his indirect ownership through a revocable trust and reflects shares registered in his own name as of the Form 3 filing.

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.

Are Craig Sasser’s reported FIX shares fully vested?

A portion of the reported shares was issued under restricted stock unit grants that remain subject to tenure vesting. This means some shares are still tied to continued service conditions and will vest over time rather than being immediately unrestricted.

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.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 07/09/2026 - 06:03 PM EDT Learn about SEC filing dates

SEC Form 3

FORM 3

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0104
Estimated average burden
hours per response:			0.5

1. Name and Address of Reporting Person^*

Sasser Craig

(Last) (First) (Middle)

9753 KATY FREEWAY

SUITE 700

(Street)

HOUSTON TEXAS 77024

(City) (State) (Zip)

UNITED STATES

(Country)

2. Date of Event Requiring Statement (Month/Day/Year)
07/01/2026

3. Issuer Name and Ticker or Trading Symbol
COMFORT SYSTEMS USA INC [ FIX ]

3a. Foreign Trading Symbol

5. If Amendment, Date of Original Filed (Month/Day/Year)

4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Chief Operating Officer

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4)	2. Amount of Securities Beneficially Owned (Instr. 4)	3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	4. Nature of Indirect Beneficial Ownership (Instr. 5)
Common Stock	899(1)	D
Common Stock	646	I	By Trust(2)

Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4)	2. Date Exercisable and Expiration Date (Month/Day/Year)		3. Title and Amount of Securities Underlying Derivative Security (Instr. 4)		4. Conversion or Exercise Price of Derivative Security	5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	6. Nature of Indirect Beneficial Ownership (Instr. 5)
	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. Shares issued pursuant to restricted stock unit grants that remain subject to tenure vesting.

2. Held by The Craig Steven Sasser Revocable Trust, dated December 17, 2021, for which the Reporting Person is a trustee.

	/s/ Craig Sasser	07/09/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 3: SEC 1473 (03-26)