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Comfort Systems USA (FIX) president granted stock awards and tax withholding shares

Filing Impact
(High)
Filing Sentiment
(Neutral)
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.
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*
Trent T McKenna

(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)
PRESIDENT/CHIEF OPERATING OFF.
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
03/23/2026
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 Stock03/23/2026A1,208(1)A$022,847D
Common Stock03/23/2026A520(2)A$023,367D
Common Stock03/23/2026F204(3)D$1,408.2523,163D
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. 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.
2. 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.
3. 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.
/s/ Rachel R. Eslicker, Attorney-in-Fact03/25/2026
** 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)

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.

How many Comfort Systems USA (FIX) shares did Trent T. McKenna acquire?

Trent T. McKenna acquired 1,728 Comfort Systems USA common shares through two stock awards. One grant covered 1,208 shares and another 520 shares, both recorded at zero dollar price as compensation rather than open-market purchases.

Why were 204 Comfort Systems USA (FIX) shares listed as a disposition?

The 204-share disposition reflects shares withheld to pay tax obligations on vested performance stock units. This F-coded transaction is a tax-withholding mechanism, not an open-market sale, and is priced using the company’s common stock closing price on March 23, 2026.

How many Comfort Systems USA (FIX) shares does Trent T. McKenna hold after these transactions?

After the reported equity grants and tax withholding, Trent T. McKenna directly holds 23,163 Comfort Systems USA common shares. This figure includes the new awards minus the 204 shares withheld to satisfy tax liabilities tied to vested performance stock units.

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.
Comfort Sys Usa

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51.73B
34.74M
Engineering & Construction
Electrical Work
Link
United States
HOUSTON