STOCK TITAN
  1. Home
  2. Sec-filings
  3. FIX
  4. [Form 4] COMFORT SYSTEMS USA INC Insider Trading Activity

Comfort Systems USA (NYSE: FIX) CAO receives stock awards and tax withholding

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Comfort Systems USA chief accounting officer Julie Shaeff reported equity compensation activity in the form of company stock. On March 23, 2026 she acquired 194 and 220 shares of common stock as grants or awards, then 84 shares were withheld at a stated price of 1408.25 per share to cover tax obligations. Following these transactions she directly owned 14,066 common shares.

Positive

  • None.

Negative

  • None.
Insider Shaeff Julie
Role CHIEF ACCOUNTING OFFICER
Type Security Shares Price Value
Grant/Award Common Stock 194 $0.00 --
Grant/Award Common Stock 220 $0.00 --
Tax Withholding Common Stock 84 $1,408.25 $118K
Holdings After Transaction: Common Stock — 13,930 shares (Direct)
Footnotes (1)
  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.
See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google
Add on Google
Form 4 Insider Transactions: What Each Field Means →
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*
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)
Director10% Owner
XOfficer (give title below)Other (specify below)
CHIEF ACCOUNTING OFFICER
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 Stock03/23/2026A194(1)A$013,930D
Common Stock03/23/2026A220(2)A$014,150D
Common Stock03/23/2026F84(3)D$1,408.2514,066D
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)

Source: View Original Filing on SEC EDGAR

FAQ

What insider transactions did FIX executive Julie Shaeff report?

Julie Shaeff reported stock-based compensation transactions involving Comfort Systems USA common shares. She received two stock grants totaling 414 shares, and 84 shares were withheld to satisfy tax obligations, leaving her with 14,066 directly owned shares after the transactions.

Was the FIX insider activity by Julie Shaeff a stock purchase or a grant?

The activity was a stock grant, not an open-market purchase. The Form 4 shows two acquisitions coded as awards, meaning shares were received as compensation rather than bought, plus a related tax-withholding share disposition.

How many Comfort Systems USA (FIX) shares does Julie Shaeff hold after these transactions?

After the reported transactions, Julie Shaeff directly holds 14,066 shares of Comfort Systems USA common stock. This figure reflects the net position after receiving stock awards and having 84 shares withheld to cover tax liabilities tied to those awards.

What does the tax-withholding transaction mean in the FIX Form 4 filing?

The tax-withholding transaction reflects 84 shares surrendered to cover tax liabilities on vested or granted stock. This is coded as “F,” indicating payment of taxes using shares rather than cash, and does not represent an open-market sale of Comfort Systems USA stock.

Did the FIX Form 4 show any open-market buying or selling by Julie Shaeff?

The Form 4 shows no open-market buys or sells. All entries are stock grants or awards and a related tax-withholding disposition, which are compensation and administrative events, not discretionary trading in Comfort Systems USA shares.