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Comfort Systems USA (NYSE: FIX) CFO details RSU forfeiture and stock sale

Filing Impact
(High)
Filing Sentiment
(Very Negative)
Form Type
4

Rhea-AI Filing Summary

Comfort Systems USA, Inc. reported insider stock activity by its Chief Financial Officer on a Form 4. On December 1, 2025, the CFO had 3,279 shares of common stock forfeited in connection with the second vesting of restricted stock units granted on November 14, 2023, based on an average price of $955.725. The same day, the CFO sold 4,370 shares of common stock at an average price of $958.8785, with full trade details available from the company’s Office of the General Counsel on request. The filing also reports a 2,000‑share charitable donation of common stock. After these transactions, the CFO beneficially owned 37,824 shares of Comfort Systems USA common stock, held directly.

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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*
GEORGE WILLIAM III

(Last) (First) (Middle)
C/O COMFORT SYSTEMS USA, INC.
9753 KATY FREEWAY, SUITE 700

(Street)
HOUSTON TX 77024

(City) (State) (Zip)
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 FINANCIAL OFFICER
3. Date of Earliest Transaction (Month/Day/Year)
12/01/2025
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
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 12/01/2025 F 3,279(1) D $955.725(2) 44,194 D
Common Stock 12/01/2025 S 4,370 D $958.8785(3) 39,824 D
Common Stock 12/01/2025 G(4) 2,000 D $0 37,824 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. Reflects forfeited shares related to the second vesting of restricted stock units granted on November 14, 2023.
2. Price is based on the average of the high and low stock price on December 1, 2025.
3. Represents the average price of shares sold; full information regarding the number of shares sold and specific prices will be made available upon request to the Company's Office of the General Counsel.
4. This transaction represents a charitable donation.
/s/ Rachel R. Eslicker, Attorney-in-Fact 12/03/2025
** 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.

FAQ

What insider transactions did Comfort Systems USA (FIX) report in this Form 4?

The Form 4 reports that the Chief Financial Officer had 3,279 shares forfeited related to restricted stock units, sold 4,370 shares of common stock, and made a 2,000‑share charitable donation on December 1, 2025.

Who is the reporting person in the Comfort Systems USA (FIX) Form 4 filing?

The reporting person is an officer of Comfort Systems USA, Inc., serving as the company’s Chief Financial Officer, and the filing is made for one reporting person.

How many Comfort Systems USA (FIX) shares does the CFO own after these transactions?

Following the reported forfeiture, sale, and charitable donation, the Chief Financial Officer beneficially owns 37,824 shares of Comfort Systems USA common stock, held directly.

What was the reported sale price for the Comfort Systems USA (FIX) shares sold?

The Form 4 states that the 4,370 shares of common stock sold on December 1, 2025 were sold at an average price of $958.8785 per share, with detailed trade information available from the company’s Office of the General Counsel.

What is the nature of the 3,279 Comfort Systems USA (FIX) shares forfeited by the CFO?

The 3,279 shares reported as forfeited relate to the second vesting of restricted stock units that were originally granted on November 14, 2023.

How is the charitable transaction described in the Comfort Systems USA (FIX) Form 4?

The filing notes a transaction coded as G for 2,000 shares of common stock with a price of $0, and explains that this transaction represents a charitable donation.

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FIX Stock Data

35.44B
34.80M
1.39%
98.66%
1.96%
Engineering & Construction
Electrical Work
Link
United States
HOUSTON