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Comfort Systems (FIX) CFO forfeits RSU shares to cover April 2026 taxes

Filing Impact
(Very High)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Comfort Systems USA’s Chief Financial Officer, William George III, reported routine tax-related share forfeitures tied to vesting restricted stock units. On April 1, 2026, he forfeited a total of 1081 shares of Common Stock in three transactions coded as tax-withholding dispositions.

Footnotes explain these forfeitures relate to RSUs that vested on April 1, 2026, including tranches originally granted on March 19, 2025, March 20, 2024, and March 21, 2023. The forfeited shares were valued at 1429.5950 per share, based on the average of the high and low stock price that day. Following these entries, he directly holds 37804 shares of Common Stock, indicating the transactions are compensation- and tax-driven rather than open-market sales.

Positive

  • None.

Negative

  • None.
Insider GEORGE WILLIAM III
Role CHIEF FINANCIAL OFFICER
Type Security Shares Price Value
Tax Withholding Common Stock 284 $1,429.595 $406K
Tax Withholding Common Stock 297 $1,429.595 $425K
Tax Withholding Common Stock 500 $1,429.595 $715K
Holdings After Transaction: Common Stock — 38,601 shares (Direct)
Footnotes (1)
  1. 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. Reflects forfeited shares related to the first vesting of restricted stock units granted on March 19, 2025. Price is based on the average of the high and low stock price on April 1, 2026. Reflects forfeited shares related to the second vesting of restricted stock units granted on March 20, 2024. Reflects forfeited shares related to the third and final vesting of restricted stock units granted on March 21, 2023.
Tax-withholding shares 1081 shares Total forfeited for tax obligations on April 1, 2026
Valuation price 1429.5950 per share Average of high and low stock price on April 1, 2026
Holdings after transactions 37804 shares Direct Common Stock holdings following last reported disposition
Tax-withholding transactions 3 entries All coded F as tax-withholding dispositions
restricted stock units financial
"Forfeited shares are related to restricted stock units that vested on April 1, 2026"
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
forfeited shares financial
"Reflects forfeited shares related to the third and final vesting"
tax-withholding disposition financial
"transaction_action": "tax-withholding disposition""
A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.
transaction code F regulatory
"transaction_code": "F""
average of the high and low stock price financial
"Price is based on the average of the high and low stock price on April 1, 2026"
Form 4 Insider Transactions: What Each Field Means →
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

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:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
GEORGE WILLIAM III
(Last)(First)(Middle)
C/O COMFORT SYSTEMS USA, INC.
9753 KATY FREEWAY, SUITE 700
(Street)
HOUSTON TEXAS 77024
(City)(State)(Zip)
UNITED STATES
(Country)		2. Issuer Name and Ticker or Trading Symbol
COMFORT SYSTEMS USA INC [ FIX ] 		5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
CHIEF FINANCIAL OFFICER
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
04/01/2026		6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock04/01/2026(1)F284(2)D$1,429.595(3)38,601D
Common Stock04/01/2026(1)F297(4)D$1,429.595(3)38,304D
Common Stock04/01/2026(1)F500(5)D$1,429.595(3)37,804D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. 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.
2. Reflects forfeited shares related to the first vesting of restricted stock units granted on March 19, 2025.
3. Price is based on the average of the high and low stock price on April 1, 2026.
4. Reflects forfeited shares related to the second vesting of restricted stock units granted on March 20, 2024.
5. Reflects forfeited shares related to the third and final vesting of restricted stock units granted on March 21, 2023.
/s/ Rachel R. Eslicker, Attorney-in-Fact04/03/2026
** Signature of Reporting PersonDate
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 4 (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 4: SEC 1474 (03-26)

Source: View Original Filing on SEC EDGAR

FAQ

What did FIX CFO William George III report in this Form 4?

He reported tax-related share forfeitures linked to restricted stock units vesting on April 1, 2026. The entries show non-market dispositions of shares to satisfy tax obligations, not open-market buying or selling of FIX stock.

How many COMFORT SYSTEMS USA (FIX) shares were forfeited?

A total of 1081 Common Stock shares were forfeited across three transactions. These were recorded as tax-withholding dispositions related to multiple restricted stock unit grants that vested on April 1, 2026 at a specified pricing method.

At what price were the forfeited FIX shares valued?

The forfeited shares were valued at 1429.5950 per share. Footnotes state this price was based on the average of the high and low FIX stock price on April 1, 2026, the vesting date for the related restricted stock units.

Does this Form 4 show open-market sales by the FIX CFO?

No. The filing shows tax-withholding dispositions coded "F," meaning shares were forfeited to cover tax liabilities tied to restricted stock unit vesting. It does not report open-market purchases or sales of FIX shares by the CFO.

How many FIX shares does the CFO hold after these transactions?

After the reported forfeitures, William George III directly holds 37804 shares of Common Stock. This remaining position suggests the tax-related dispositions are small relative to his overall equity stake in COMFORT SYSTEMS USA.

Which restricted stock unit grants are involved in the FIX Form 4?

Footnotes link the forfeited shares to RSU grants from March 21, 2023, March 20, 2024, and March 19, 2025. The April 1, 2026 vesting triggered the tax-withholding dispositions reported in this Form 4 filing.