Are the CEO’s reported FIX share forfeitures considered open-market sales?

No, the reported forfeitures are tax-withholding dispositions, not open-market sales. The Form 4 uses transaction code F and describes the activity as delivering securities to pay exercise price or tax liabilities associated with restricted stock unit vesting.

Comfort Systems (FIX) CEO forfeits 3,599 shares to cover RSU taxes

Filing Impact

(Very High)

Filing Sentiment

(Neutral)

Form Type

Rhea-AI Filing Summary

Comfort Systems USA CEO Brian E. Lane forfeited a total of 3,599 shares of common stock on April 1, 2026 to cover tax liabilities tied to vesting restricted stock units. The forfeited shares relate to RSU grants from 2023, 2024, and 2025 and were valued at an average 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, Lane directly holds 172,202 shares of Comfort Systems USA common stock.

Insider Trade Summary

3 transactions reported

Mixed 3 txns

Insider Lane Brian E.

Role CHIEF EXECUTIVE OFF.

Type	Security	Shares	Price	Value
Tax Withholding	Common Stock	1,146	$1,429.595	$1.64M
Tax Withholding	Common Stock	941	$1,429.595	$1.35M
Tax Withholding	Common Stock	1,512	$1,429.595	$2.16M

Holdings After Transaction: Common Stock — 174,655 shares (Direct)

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

Key Figures

Total shares forfeited: 3,599 shares First tranche forfeited: 1,146 shares Second tranche forfeited: 941 shares +3 more

6 metrics

Total shares forfeited 3,599 shares Tax-withholding dispositions for RSU vesting on April 1, 2026

First tranche forfeited 1,146 shares Related to RSUs that vested on April 1, 2026

Second tranche forfeited 941 shares Related to first vesting of RSUs granted March 19, 2025

Third tranche forfeited 1,512 shares Related to later vestings of RSUs granted 2023–2024

Implied valuation price $1,429.595 per share Average of high and low FIX price on April 1, 2026

Shares held after transactions 172,202 shares Direct common stock ownership following tax-withholding forfeitures

Key Terms

restricted stock units, tax-withholding disposition, forfeited shares, transaction code F, +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"

transaction code F financial

"transaction_code: "F" with description of payment of tax liability"

average of the high and low stock price financial

"Price is based on the average of the high and low stock price on April 1, 2026"

Form 4 Insider Transactions: What Each Field Means →

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^*

Lane Brian E.

(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
X	Officer (give title below)	Other (specify below)
	CHIEF EXECUTIVE 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		1,146⁽²⁾	D	$1,429.595⁽³⁾	174,655	D
Common Stock	04/01/2026⁽¹⁾		F		941⁽⁴⁾	D	$1,429.595⁽³⁾	173,714	D
Common Stock	04/01/2026⁽¹⁾		F		1,512⁽⁵⁾	D	$1,429.595⁽³⁾	172,202	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

FAQ

What did COMFORT SYSTEMS USA (FIX) CEO Brian E. Lane report in this Form 4?

Brian E. Lane reported forfeiting 3,599 shares of Comfort Systems USA common stock. These shares were delivered to satisfy tax liabilities triggered by vesting restricted stock units on April 1, 2026, rather than being sold in open-market transactions.

Why were 3,599 FIX shares forfeited by the CEO on April 1, 2026?

The 3,599 shares were forfeited to cover tax obligations from vesting restricted stock units. Footnotes state the forfeited shares relate to RSU grants made in 2023, 2024, and 2025, and represent a tax-withholding mechanism, not discretionary selling activity.

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

The forfeited shares were valued at $1,429.595 per share. Footnotes explain this price was based on the average of the high and low Comfort Systems USA stock price on April 1, 2026, the date the restricted stock units vested.

How many COMFORT SYSTEMS USA (FIX) shares does the CEO hold after these transactions?

After the tax-withholding dispositions, Brian E. Lane directly holds 172,202 shares of common stock. This post-transaction balance reflects his remaining ownership following the forfeiture of 3,599 shares to satisfy tax liabilities on vested restricted stock units.