At what price were Trent McKenna’s tax-withholding FIX share dispositions valued?

The tax-withholding share dispositions were valued at $1,429.595 per share. This price reflects the average of the high and low COMFORT SYSTEMS USA stock price on April 1, 2026, as stated in the footnotes explaining how the valuation for the forfeited shares was determined.

Were Trent McKenna’s reported FIX transactions open-market sales or tax-related?

The reported FIX transactions were tax-related, not open-market sales. All three entries carry code F and are described as payments of tax liability by delivering securities, reflecting routine forfeitures of shares upon vesting of restricted stock units granted in prior years.

Comfort Systems USA executive forfeits shares for taxes

COMFORT SYSTEMS USA INC president and chief operating officer Trent T. McKenna reported routine share dispositions tied to tax withholding on vested equity awards.

Filing Impact

(Very High)

Filing Sentiment

(Neutral)

Form Type

Rhea-AI Filing Summary

COMFORT SYSTEMS USA INC president and chief operating officer Trent T. McKenna reported routine share dispositions tied to tax withholding on vested equity awards. On April 1, 2026, a total of 817 shares of Common Stock were forfeited to satisfy tax liabilities related to restricted stock units that vested on that date.

The shares were valued at $1,429.595 per share, based on the average of the high and low stock price on April 1, 2026. After these forfeitures, McKenna directly holds 22,346 shares of Common Stock. Footnotes state the forfeitures relate to vesting tranches from restricted stock units granted in 2023, 2024, and 2025.

Insider Trade Summary

Exercise Price or Tax Liability: 817 shares

Exercise Price or Tax Liability 3 txns

Insider Trent T McKenna

Role PRESIDENT/CHIEF OPERATING OFF.

Type	Security	Shares	Price	Value
Exercise Price or Tax Liability	Common Stock	266	$1,429.595	$380K
Exercise Price or Tax Liability	Common Stock	210	$1,429.595	$300K
Exercise Price or Tax Liability	Common Stock	341	$1,429.595	$487K

Holdings After Transaction: Common Stock — 22,346 shares (Direct)

Footnotes (5)

F1. 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.
F2. Reflects forfeited shares related to the first vesting of restricted stock units granted on March 19, 2025.
F3. Price is based on the average of the high and low stock price on April 1, 2026.
F4. Reflects forfeited shares related to the second vesting of restricted stock units granted on March 20, 2024.
F5. Reflects forfeited shares related to the third and final vesting of restricted stock units granted on March 21, 2023.

Key Figures

Tax-withholding shares forfeited: 817 shares First forfeiture block: 266 shares Second forfeiture block: 210 shares +3 more

6 metrics

Tax-withholding shares forfeited 817 shares Total F-code forfeitures on April 1, 2026

First forfeiture block 266 shares Common Stock, tax-withholding disposition on April 1, 2026

Second forfeiture block 210 shares Common Stock, tax-withholding disposition on April 1, 2026

Third forfeiture block 341 shares Common Stock, tax-withholding disposition on April 1, 2026

Valuation price per share $1,429.595 per share Average of high and low stock price on April 1, 2026

Shares held after transactions 22,346 shares Direct Common Stock ownership following April 1, 2026 forfeitures

Key Terms

restricted stock units, forfeited shares, tax-withholding disposition, vesting

4 terms

restricted stock units financial

"restricted stock units that vested on April 1, 2026 and were priced"

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

"Forfeited shares are related to restricted stock units that vested"

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.

vesting financial

"Reflects forfeited shares related to the second vesting of restricted stock units"

Vesting is the process by which you earn full ownership of something, like company stock or a retirement benefit, over time. It’s like earning the right to keep a gift piece by piece the longer you stay with a company, making sure employees stay committed before they receive all the benefits.

FAQ

What did Trent T. McKenna report in his latest Form 4 for FIX?

Trent T. McKenna reported forfeiting shares to cover taxes on vested restricted stock units. On April 1, 2026, 817 Common Stock shares were surrendered as tax-withholding dispositions, a routine, non-market transaction, while he retained a direct holding of 22,346 shares afterward.

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

A total of 817 COMFORT SYSTEMS USA Common Stock shares were forfeited for tax withholding. The Form 4 shows three F-code transactions of 266, 210, and 341 shares, all on April 1, 2026, tied to vested restricted stock units and related tax obligations.

How many FIX shares does Trent T. McKenna hold after the reported Form 4 transactions?

After the reported tax-withholding dispositions, Trent T. McKenna directly holds 22,346 shares of COMFORT SYSTEMS USA Common Stock. The transactions did not involve open-market buying or selling, but rather forfeitures to satisfy tax liabilities on vested restricted stock units.

What equity awards are linked to the forfeited FIX shares in McKenna’s Form 4?

The forfeited FIX shares are linked to restricted stock units that vested on April 1, 2026. Footnotes explain these relate to vesting tranches from RSU grants originally awarded on March 21, 2023, March 20, 2024, and March 19, 2025 to Trent T. McKenna.

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

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Accepted by SEC EDGAR 04/03/2026 - 03:15 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^*

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)

	Director	10% Owner
X	Officer (give title below)	Other (specify below)
	PRESIDENT/CHIEF OPERATING OFF.

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
04/01/2026

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	04/01/2026⁽¹⁾		F		266⁽²⁾	D	$1,429.595⁽³⁾	22,897	D
Common Stock	04/01/2026⁽¹⁾		F		210⁽⁴⁾	D	$1,429.595⁽³⁾	22,687	D
Common Stock	04/01/2026⁽¹⁾		F		341⁽⁵⁾	D	$1,429.595⁽³⁾	22,346	D

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. 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-Fact	04/03/2026
	** 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

Comfort Systems USA executive forfeits shares for taxes

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