STOCK TITAN

Comfort Systems (FIX) SVP forfeits 273 RSU shares to cover taxes

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

Rhea-AI Filing Summary

Reed Terrence reported disposition transactions in this Form 4 filing.

Comfort Systems USA senior vice president and CHRO Terrence Reed reported three small tax-related share forfeitures tied to restricted stock unit vesting. On April 1, 2026, a total of 273 shares of common stock were forfeited to cover tax obligations at a price based on the average of the high and low stock price that day. After these non‑market transactions, Reed directly holds 2,968 shares of common stock.

Positive

  • None.

Negative

  • None.
Insider Reed Terrence
Role SVP & CHRO
Type Security Shares Price Value
Tax Withholding Common Stock 98 $1,429.595 $140K
Tax Withholding Common Stock 82 $1,429.595 $117K
Tax Withholding Common Stock 93 $1,429.595 $133K
Holdings After Transaction: Common Stock — 3,143 shares (Direct)
Footnotes (1)
  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.
Tax-withholding shares 273 shares Total shares forfeited for tax obligations on April 1, 2026
Forfeiture price $1,429.5950 per share Average of high and low stock price on April 1, 2026
Post-transaction holdings 2,968 shares Common stock held directly by Terrence Reed after transactions
First forfeiture lot 98 shares Common stock forfeited in a tax-withholding disposition on April 1, 2026
Second forfeiture lot 82 shares Additional common stock forfeited for tax withholding on April 1, 2026
Third forfeiture lot 93 shares Common stock forfeited for tax withholding on April 1, 2026
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 third and final vesting"
vesting financial
"related to restricted stock units that vested on April 1, 2026"
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.
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*
Reed Terrence

(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)
SVP & CHRO
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
04/01/2026
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 Stock04/01/2026(1)F98(2)D$1,429.595(3)3,143D
Common Stock04/01/2026(1)F82(4)D$1,429.595(3)3,061D
Common Stock04/01/2026(1)F93(5)D$1,429.595(3)2,968D
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. 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-Fact04/03/2026
** 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)

FAQ

What insider transaction did COMFORT SYSTEMS USA INC (FIX) report for Terrence Reed?

COMFORT SYSTEMS USA reported that SVP & CHRO Terrence Reed forfeited 273 shares of common stock. These were tax-withholding dispositions related to restricted stock units that vested on April 1, 2026, rather than open-market sales or discretionary trades.

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

A total of 273 COMFORT SYSTEMS USA common shares were forfeited to cover tax liabilities. The forfeitures occurred in three transactions of 98, 82, and 93 shares, all dated April 1, 2026, and tied to restricted stock unit vesting.

What price was used for the COMFORT SYSTEMS USA (FIX) tax-withholding share forfeitures?

Each forfeited share was valued at $1,429.5950. The price was based on the average of the high and low COMFORT SYSTEMS USA stock price on April 1, 2026, as specified in the filing footnotes describing the restricted stock unit vesting.

How many COMFORT SYSTEMS USA (FIX) shares does Terrence Reed hold after the Form 4 transactions?

After the reported tax-withholding forfeitures, Terrence Reed holds 2,968 COMFORT SYSTEMS USA common shares directly. This figure reflects his remaining position following three non-market dispositions linked to restricted stock unit vesting on April 1, 2026.

Are the COMFORT SYSTEMS USA (FIX) Form 4 transactions open-market sales?

No, the transactions are not open-market sales. They are coded as F, meaning shares were forfeited to pay tax liabilities on vested restricted stock units. The filing describes them as tax-withholding dispositions rather than discretionary buying or selling.
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49.85B
34.73M
Engineering & Construction
Electrical Work
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United States
HOUSTON