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Comfort Systems USA’s Chief Financial Officer, William George III, reported routine tax-related share forfeitures tied to vesting restricted stock units. On April 1, 2026, he forfeited a total of 1081 shares of Common Stock in three transactions coded as tax-withholding dispositions.
Footnotes explain these forfeitures relate to RSUs that vested on April 1, 2026, including tranches originally granted on March 19, 2025, March 20, 2024, and March 21, 2023. The forfeited shares were valued at 1429.5950 per share, based on the average of the high and low stock price that day. Following these entries, he directly holds 37804 shares of Common Stock, indicating the transactions are compensation- and tax-driven rather than open-market sales.
COMFORT SYSTEMS USA INC president and chief operating officer Trent T. McKenna reported routine share dispositions tied to tax withholding on vested equity awards. On April 1, 2026, a total of 817 shares of Common Stock were forfeited to satisfy tax liabilities related to restricted stock units that vested on that date.
The shares were valued at $1,429.595 per share, based on the average of the high and low stock price on April 1, 2026. After these forfeitures, McKenna directly holds 22,346 shares of Common Stock. Footnotes state the forfeitures relate to vesting tranches from restricted stock units granted in 2023, 2024, and 2025.
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.
Comfort Systems USA Inc: An amended Schedule 13G/A by The Vanguard Group reports 0 shares beneficially owned of Comfort Systems USA Inc common stock, representing 0% of the class. The filing notes an internal realignment effective January 12, 2026 under SEC Release No. 34-39538, after which certain Vanguard subsidiaries report ownership separately. The amendment is signed by Ashley Grim, Head of Global Fund Administration, dated 03/26/2026.
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.
Comfort Systems USA Chief Financial Officer William George III reported stock-based compensation and related tax withholding. On March 23, 2026, he acquired 597 and 764 shares of common stock as grants and awards at $0.00 per share, increasing his direct holdings. A separate transaction withheld 300 shares at $1408.25 per share to cover tax obligations tied to vested performance-based restricted stock units. Following these transactions, he directly owned 38,885 shares of common stock.
Comfort Systems USA senior vice president and chief human resources officer Terrence Reed reported equity compensation activity involving the company’s common stock. On March 23, 2026, he acquired 275 shares through a new restricted stock unit grant that will vest in equal installments over a three-year schedule, and 188 additional shares from dollar‑denominated performance restricted stock units that vested based on the company’s 2023‑2025 relative total shareholder return and 2023‑2025 average EPS performance measures.
On the same date, 56 shares were withheld at a price of $1408.25 per share to satisfy tax obligations related to the vesting, a non‑market disposition. After these compensation-related transactions, Reed directly holds 3,241 shares of Comfort Systems USA common stock.
Eslicker Rachel R. reported acquisition or exercise transactions in this Form 4 filing.
Comfort Systems USA, Inc. reported that SVP & General Counsel Rachel R. Eslicker received an equity award in the form of restricted stock units. She was granted 217 shares of common stock at no cost, increasing her direct holdings to 707 shares.
Each restricted stock unit granted on March 23, 2026 represents the right to receive one share of common stock and will vest in equal installments over a three-year schedule, tying a portion of her compensation to the company’s long-term performance.
Comfort Systems USA president and chief operating officer Trent T. McKenna reported stock-based compensation and related tax withholding. On March 23, 2026, he received two grants of common stock totaling 1,728 shares (1,208 and 520 shares) at no cost as equity awards.
A portion of these award shares—204 shares—was withheld to cover tax obligations, which is recorded as a disposition but is not an open-market sale. Following these transactions, McKenna directly holds 23,163 shares of Comfort Systems USA common stock.
Comfort Systems USA chief executive and director Brian E. Lane reported equity compensation activity in the company’s common stock. On March 23, 2026, he received a grant of 2,876 restricted stock units, each representing one future share and vesting in equal installments over three years. On the same date, 2,312 dollar‑denominated performance restricted stock units granted in 2023 vested based on the company’s 2023–2025 relative total shareholder return and average EPS. To cover tax obligations, 910 shares were withheld at a price of 1408.25 per share. After these transactions, Lane directly owned 175,801 shares of common stock.