Comfort Systems CAO covers taxes with share forfeiture

COMFORT SYSTEMS USA INC chief accounting officer Julie Shaeff reported routine share forfeitures tied to restricted stock unit vesting rather than market sales.

Rhea-AI Filing Summary

COMFORT SYSTEMS USA INC chief accounting officer Julie Shaeff reported routine share forfeitures tied to restricted stock unit vesting rather than market sales. On April 1, 2026, a total of 319 shares of common stock were forfeited to satisfy tax obligations, using a price of $1,429.595 per share based on the average of the high and low stock price that day. After these tax-withholding dispositions, Shaeff directly owns 13,747 shares of common stock, reflecting a standard compensation-related adjustment instead of open‑market trading.

Insider Trade Summary

Exercise Price or Tax Liability: 319 shares

Exercise Price or Tax Liability 3 txns

Insider Shaeff Julie

Role CHIEF ACCOUNTING OFFICER

Type	Security	Shares	Price	Value
Exercise Price or Tax Liability	Common Stock	87	$1,429.595	$124K
Exercise Price or Tax Liability	Common Stock	87	$1,429.595	$124K
Exercise Price or Tax Liability	Common Stock	145	$1,429.595	$207K

Holdings After Transaction: Common Stock — 13,747 shares (Direct)

Footnotes (5)

1. 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.
2. F2. Reflects forfeited shares related to the first vesting of restricted stock units granted on March 19, 2025.
3. F3. Price is based on the average of the high and low stock price on April 1, 2026.
4. F4. Reflects forfeited shares related to the second vesting of restricted stock units granted on March 20, 2024.
5. 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: 319 shares Valuation price per share: $1,429.595 per share Shares owned after transactions: 13,747 shares +3 more

6 metrics

Tax-withholding shares forfeited 319 shares Total F-code forfeitures for RSU vesting 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 owned after transactions 13,747 shares Direct common stock holdings following all reported dispositions

First forfeiture block 87 shares Tax-withholding disposition related to RSUs vested April 1, 2026

Second forfeiture block 87 shares Additional tax-withholding disposition for RSU vesting

Third forfeiture block 145 shares Tax-withholding disposition tied to RSUs granted March 21, 2023

Key Terms

restricted stock units, tax-withholding disposition, forfeited shares, vesting, +1 more

5 terms

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.

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.

forfeited shares financial

"Reflects forfeited shares related to the first vesting of restricted stock units granted on March 19, 2025"

vesting financial

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

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.

Common Stock financial

"security_title: "Common Stock""

Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.

FAQ

What insider transaction did COMFORT SYSTEMS USA (FIX) report for Julie Shaeff?

COMFORT SYSTEMS USA reported that chief accounting officer Julie Shaeff forfeited shares to cover taxes on restricted stock units vesting on April 1, 2026. These were tax-withholding dispositions, not open-market purchases or sales, and are part of normal equity compensation mechanics.

How many COMFORT SYSTEMS USA (FIX) shares were forfeited for taxes in this Form 4?

A total of 319 shares of COMFORT SYSTEMS USA common stock were forfeited in three transactions. Each disposition was coded “F,” meaning shares were delivered to satisfy tax liabilities related to vesting restricted stock units rather than being sold in the open market.

At what price were the forfeited COMFORT SYSTEMS USA (FIX) shares valued?

The forfeited shares were valued at $1,429.595 per share. That price was based on the average of the high and low stock prices on April 1, 2026, as specified in the footnotes describing how the tax-withholding value for the restricted stock units was determined.

How many COMFORT SYSTEMS USA (FIX) shares does Julie Shaeff own after these transactions?

After the reported tax-withholding forfeitures, Julie Shaeff directly owns 13,747 shares of COMFORT SYSTEMS USA common stock. This figure reflects her position following all three Form 4 transactions and shows she retains a meaningful equity stake after the RSU-related adjustments.

What triggered the share forfeitures reported in COMFORT SYSTEMS USA (FIX) Form 4?

The forfeitures were triggered by vesting of restricted stock units on April 1, 2026. Footnotes explain they related to first, second, and final vestings of grants from March 2025, March 2024, and March 2023, with shares withheld to satisfy tax obligations associated with those vestings.

Do these COMFORT SYSTEMS USA (FIX) Form 4 transactions represent open-market selling by the insider?

No, the transactions are coded “F” for tax-withholding disposition, meaning shares were delivered to cover tax liabilities on vested restricted stock units. They do not represent discretionary open-market sales and are typically viewed as routine compensation administration.

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

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Accepted by SEC EDGAR 04/03/2026 - 03:15 PM Learn about SEC filing dates

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^*

Shaeff Julie

(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)
	CHIEF ACCOUNTING 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)

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)
			Code	V	Amount	(A) or (D)	Price
Common Stock	04/01/2026(1)		F		87(2)	D	$1,429.595(3)	13,979	D
Common Stock	04/01/2026(1)		F		87(4)	D	$1,429.595(3)	13,892	D
Common Stock	04/01/2026(1)		F		145(5)	D	$1,429.595(3)	13,747	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)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount 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-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)