Is Cindy L. Wallis-Lage’s 105-share FIX transaction a market buy or a compensation grant?

The 105-share transaction is a compensation-related grant , not a market purchase. It is described as a “Grant, award, or other acquisition” with a $0.0000 price per share, reflecting stock issued under the company’s 2017 Omnibus Incentive Plan to non-employee directors.

Comfort Systems USA (FIX) director awarded $200,000 in stock to family trust

Q: How were the 105 shares for Cindy L. Wallis-Lage’s trust in FIX determined?

The 105-share grant represents an annual award to non-employee directors equal to $200,000 . The number of shares is calculated using the average of the high and low price of COMFORT SYSTEMS USA common stock on the day of the annual stockholders’ meeting.

Q: How is the Cindy L. Wallis-Lage trust structured for COMFORT SYSTEMS USA shares?

The shares are held by the Kent L. Lage and Cindy L. Wallis-Lage Trust , dated December 21, 2017. Cindy L. Wallis-Lage and her spouse serve as trustees, so the Form 4 lists her holdings as indirect ownership by trust rather than direct ownership.

Filing Impact

(Neutral)

Filing Sentiment

(Neutral)

Form Type

Rhea-AI Filing Summary

COMFORT SYSTEMS USA director Cindy L. Wallis-Lage, through a family trust, acquired 105 shares of common stock as a grant under the company’s 2017 Omnibus Incentive Plan. After this equity award, the trust holds 5,818 shares of Comfort Systems USA common stock indirectly on her behalf.

Insider Trade Summary

1 transaction reported

Mixed 1 txn

Insider Wallis-Lage Cindy L.

Role null

Type	Security	Shares	Price	Value
Grant/Award	Common Stock	105	$0.00	--

Holdings After Transaction: Common Stock — 5,818 shares (Indirect, By Trust)

Footnotes (1)

Shares granted pursuant to the 2017 Omnibus Incentive Plan as approved by stockholders on May 23, 2017. Non-employee directors are given an annual grant of Comfort Systems USA Common Stock following election or reelection at the Company's annual stockholders' meeting. This year's grant is equal to $200,000, as rounded up to the nearest whole share, based on the average of the high and low price of the Company's Common Stock on the day of the annual stockholders' meeting. Held by Kent L. Lage and Cindy L. Wallis-Lage Trust, dated December 21, 2017, for which the Reporting Person and her spouse are trustees.

Key Figures

Shares granted: 105 shares Grant value: $200,000 Post-transaction holdings: 5,818 shares +1 more

4 metrics

Shares granted 105 shares Annual director equity award under 2017 Omnibus Incentive Plan

Grant value $200,000 Annual non-employee director grant value, rounded to nearest whole share

Post-transaction holdings 5,818 shares Indirectly held by Kent L. Lage and Cindy L. Wallis-Lage Trust after grant

Price per share in transaction $0.0000 Indicates non-cash equity grant, not an open-market purchase

Key Terms

2017 Omnibus Incentive Plan, non-employee directors, annual stockholders' meeting, indirect ownership, +1 more

5 terms

2017 Omnibus Incentive Plan financial

"Shares granted pursuant to the 2017 Omnibus Incentive Plan as approved by stockholders on May 23, 2017."

non-employee directors financial

"Non-employee directors are given an annual grant of Comfort Systems USA Common Stock following election or reelection."

annual stockholders' meeting financial

"based on the average of the high and low price of the Company's Common Stock on the day of the annual stockholders' meeting."

indirect ownership financial

"Held by Kent L. Lage and Cindy L. Wallis-Lage Trust, dated December 21, 2017, for which the Reporting Person and her spouse are trustees."

grant, award, or other acquisition financial

"transaction code A is described as Grant, award, or other acquisition for this Common Stock transaction."

Form 4 Insider Transactions: What Each Field Means →

05/19/2026 - 04:30 PM

SEC Form 4

FORM 4

UNITED 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^*

Wallis-Lage Cindy L.

(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)

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

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
05/18/2026

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

X	Form 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)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Common Stock	05/18/2026		A		105	A	$0⁽¹⁾	5,818	I	By Trust⁽²⁾

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)
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)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)

Explanation of Responses:

1. Shares granted pursuant to the 2017 Omnibus Incentive Plan as approved by stockholders on May 23, 2017. Non-employee directors are given an annual grant of Comfort Systems USA Common Stock following election or reelection at the Company's annual stockholders' meeting. This year's grant is equal to $200,000, as rounded up to the nearest whole share, based on the average of the high and low price of the Company's Common Stock on the day of the annual stockholders' meeting.

2. Held by Kent L. Lage and Cindy L. Wallis-Lage Trust, dated December 21, 2017, for which the Reporting Person and her spouse are trustees.

	/s/ Rachel R. Eslicker, Attorney-in-Fact	05/19/2026
	** 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 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 insider transaction did COMFORT SYSTEMS USA (FIX) report for Cindy L. Wallis-Lage?

The Form 4 reports that director Cindy L. Wallis-Lage indirectly acquired 105 shares of COMFORT SYSTEMS USA common stock. The acquisition was a grant or award, not a market purchase, and was made through a trust associated with her and her spouse.

How were the 105 shares for Cindy L. Wallis-Lage’s trust in FIX determined?

The 105-share grant represents an annual award to non-employee directors equal to $200,000. The number of shares is calculated using the average of the high and low price of COMFORT SYSTEMS USA common stock on the day of the annual stockholders’ meeting.

What is Cindy L. Wallis-Lage’s total indirect holding in COMFORT SYSTEMS USA after this grant?

Following the grant, the trust associated with Cindy L. Wallis-Lage holds 5,818 shares of COMFORT SYSTEMS USA common stock indirectly. This total reflects the new 105-share award added to the trust’s existing position reported in the Form 4 filing.

How is the Cindy L. Wallis-Lage trust structured for COMFORT SYSTEMS USA shares?

The shares are held by the Kent L. Lage and Cindy L. Wallis-Lage Trust, dated December 21, 2017. Cindy L. Wallis-Lage and her spouse serve as trustees, so the Form 4 lists her holdings as indirect ownership by trust rather than direct ownership.