Comfort Systems USA (FIX) president granted stock awards and tax withholding shares
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Comfort Systems USA president and chief operating officer Trent T. McKenna reported stock-based compensation and related tax withholding. On March 23, 2026, he received two grants of common stock totaling 1,728 shares (1,208 and 520 shares) at no cost as equity awards.
A portion of these award shares—204 shares—was withheld to cover tax obligations, which is recorded as a disposition but is not an open-market sale. Following these transactions, McKenna directly holds 23,163 shares of Comfort Systems USA common stock.
Positive
- None.
Negative
- None.
Insider Trade Summary
3 transactions reported
Mixed
3 txns
Insider
Trent T McKenna
Role
PRESIDENT/CHIEF OPERATING OFF.
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Common Stock | 1,208 | $0.00 | -- |
| Grant/Award | Common Stock | 520 | $0.00 | -- |
| Tax Withholding | Common Stock | 204 | $1,408.25 | $287K |
Holdings After Transaction:
Common Stock — 22,847 shares (Direct)
Footnotes (1)
- Each restricted stock unit granted on March 23, 2026 represents a right to receive one share of common stock and will vest in equal installments over a three-year vesting schedule. Reflects dollar-denominated performance restricted stock units granted on March 21, 2023 that vested on March 23, 2026. These units vested as a result of the Company's 2023-2025 relative Total Shareholder Return and 2023-2025 Company average EPS, which are the applicable performance measures. Forfeited shares are related to dollar-denominated performance restricted stock units that vested on March 23, 2026 and were priced based on the closing price of the Company common stock on March 23, 2026.
FAQ
What did Trent T. McKenna report in this Comfort Systems USA (FIX) Form 4?
Trent T. McKenna reported equity-based compensation and related tax withholding. He received 1,728 shares of common stock through stock awards and had 204 shares withheld to cover taxes, leaving him with 23,163 directly held shares.
What type of awards did Trent T. McKenna receive from Comfort Systems USA (FIX)?
He received restricted stock units and performance-based restricted stock units. Time-based units vest in equal installments over three years, while performance units vested based on 2023–2025 relative total shareholder return and average EPS performance measures, then converted into common shares.