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Comfort Systems (NYSE: FIX) CFO gets stock awards, withholds shares for tax

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

Rhea-AI Filing Summary

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.

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Insider GEORGE WILLIAM III
Role CHIEF FINANCIAL OFFICER
Type Security Shares Price Value
Grant/Award Common Stock 597 $0.00 --
Grant/Award Common Stock 764 $0.00 --
Tax Withholding Common Stock 300 $1,408.25 $422K
Holdings After Transaction: Common Stock — 38,421 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.
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*
GEORGE WILLIAM III
(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 FINANCIAL 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 Stock03/23/2026A597(1)A$038,421D
Common Stock03/23/2026A764(2)A$039,185D
Common Stock03/23/2026F300(3)D$1,408.2538,885D
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 CFO William George report on March 23, 2026?

He reported stock grants and tax withholding on March 23, 2026. Two acquisitions of common stock, totaling 597 and 764 shares at no cost, were reported along with a 300-share disposition used to satisfy tax liabilities on vested performance-based restricted stock units.

Were the FIX CFO’s March 23, 2026 transactions open-market buys or sales?

No, they were not open-market buys or sales. The Form 4 lists acquisition code A for stock grants/awards and code F for a tax-withholding disposition, meaning the shares were granted as compensation and a portion was withheld to cover related tax obligations.

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

After the reported transactions, the CFO directly holds 38,885 shares. This figure reflects the net result of the March 23, 2026 stock grants and the 300 shares withheld to pay taxes on vested performance-based restricted stock units.

What performance measures affected the FIX performance restricted stock units that vested?

The vested performance restricted stock units depended on 2023–2025 metrics. Footnotes state vesting was based on the Company’s 2023–2025 relative Total Shareholder Return and 2023–2025 average EPS, which determined how many units ultimately vested on March 23, 2026.

How do the new FIX restricted stock units for the CFO vest over time?

Each new restricted stock unit vests over three years. Footnotes explain that every unit granted on March 23, 2026 represents one share of common stock and will vest in equal installments following a three-year vesting schedule, subject to the applicable award terms.