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FIXComfort Systems USA · Insider ownership research

Comfort Systems USA insiders sold $185M in the past 12 months. How much of their stake is that?

About 24% overall. As a group they still hold 77% of their starting shares.

Updated Oct 8, 2026 from SEC filings · covers Oct 9, 2025 to Oct 8, 2026
How this comparesMore of their stake sold than at 284 of the 311 other companies we can measure (#28 of 312)See ranking
0
buyers among officers and directors, past 12 months
0%
of sales were under disclosed trading plans, past 12 months
12 of 18
officers and directors sold shares, past 12 months
Recent activity · past 30 days, Sep 9, 2026 to Oct 8, 2026

No officer or director trades were reported for the past 30 days. The most recent before that:

Aug 26, 2026Brian Lane sold 16K shares ($25.8M) with no plan disclosed. That is 9.9% of the total stake held that day.
WhoSharesPrice% of total stakeTotal stake afterTrade dateFiled
Brian Lane
Chief Executive Off., Director
16,024$1608.219.9%145KAug 26, 2026Aug 27, 2026

"% of total stake" is the shares in this event against all the vested shares the person held that day, across every share class and holding entity, after that day's vesting. "n/a" means the person's holdings don't reconcile, or the row is a purchase. "Holdings record incomplete" means more shares were sold than the filings show the person held that day, so a percentage would be wrong.

Is this normal? In line with the past 5 years. 12 insiders sold; the average is 10 a year. Year by year
Latest filing: Filed Aug 27 for a sale on Aug 26. Brian Lane sold 16K shares ($25.8M) with no plan disclosed. Filing
53 SEC ownership filings in the period · See the evidence

What stands out

Six insiders sold more than 25% of vested holdings: Franklin Myers (32% of holdings, $52.1M, none under a disclosed plan), William George III (44% of holdings, $31.7M, none under a disclosed plan) and Darcy Anderson (32% of holdings, $10.0M, none under a disclosed plan), plus 3 more.Franklin Myers: largest sale, Jun 24, 2026 · William George III: largest sale, Feb 23, 2026 · Darcy Anderson: largest sale, Mar 3, 2026
Four insiders sold $76.9M with no disclosed plan: Brian Lane ($68.1M, 23% of holdings), Julie Shaeff ($5.4M, 21%) and Herman Bulls ($2.0M, 6.1%), plus 1 more. The filings don't state a reason.Brian Lane: largest such sale, Aug 26, 2026 · Julie Shaeff: largest such sale, Mar 3, 2026 · Herman Bulls: largest such sale, Oct 29, 2025

Percentages cover all 18 officers and directors. Disclosed company stock is not an insider's whole wealth.

Who sold, and how much of their stake

Officers and directors, past 12 months. Each bar is the insider's vested stake at the start of the period (Oct 8, 2025). The gold part is what they sold.

SoldRest of starting stakeAdded during the period
Brian Lane
Chief Executive Off., Director
23% · $68.1MNo plan disclosed
Franklin Myers
Director
32% · $52.1MNo plan disclosed
William George III
Chief Financial Officer
44% · $31.7MNo plan disclosed
Darcy Anderson
Director
32% · $10.0MNo plan disclosed
William Sandbrook
Director
34% · $6.2MNo plan disclosed
All 12 sellers

Selling by month

Officers and directors, Oct 2025 to Oct 2026. Each sale is counted once: under a disclosed plan, else to cover taxes, else no plan disclosed.

Disclosed planTo cover taxesNo plan disclosed
Oct 2025: $13.4M no plan disclosedOctNov 2025: $6.8M no plan disclosedNovDec 2025: $5.2M no plan disclosedDecJanFeb 2026: $46.0M no plan disclosed$46.0MFebMar 2026: $10.9M no plan disclosedMarApr 2026: $3.5M no plan disclosedAprMay 2026: $43.2M no plan disclosedMayJun 2026: $13.1M no plan disclosedJunJulAug 2026: $43.2M no plan disclosedAugSepOct

Common questions

Is the Comfort Systems USA CEO selling stock?

Yes. Brian Lane sold 44K shares ($68.1M, 23% of starting holdings) in the past 12 months, none of it under a trading plan disclosed in the filings.

Why are Comfort Systems USA insiders selling?

Filings rarely give a reason, and we don't guess at one. What they show is how the sales were made: 0% of sales by value ran under 10b5-1 trading plans disclosed in the filings and 100% had no disclosed plan. A trading plan schedules sales in advance.

Are any Comfort Systems USA insiders buying?

No. Officers and directors reported no purchases in the past 12 months.

How much of their stake did Comfort Systems USA insiders sell?

About 24% overall. As a group they still hold 77% of their starting shares. That covers the 12 months to Oct 8, 2026 and counts vested shares reported on SEC Forms 3, 4 and 5, which is not an insider's whole wealth.

The evidence

Who sold12 officers and directors: amount, % of holdings, trading plan
Who soldAmount% of holdingsTrading plan
Brian Lane
Chief Executive Off., Director
$68.1M
44K shares
23%No plan disclosed
Franklin Myers
Director
$52.1M
32K shares
32%No plan disclosed
William George III
Chief Financial Officer
$31.7M
21K shares
44%No plan disclosed
Darcy Anderson
Director
$10.0M
8.5K shares
32%No plan disclosed
William Sandbrook
Director
$6.2M
4K shares
34%No plan disclosed
Julie Shaeff
Chief Accounting Officer
$5.4M
3.4K shares
21%No plan disclosed
Pablo Mercado
Director
$4.1M
3.5K shares
54%No plan disclosed
Terrence Reed
SVP & CHRO
$2.5M
1.8K shares
39%No plan disclosed
Herman Bulls
Director
$2.0M
2K shares
6.1%No plan disclosed
Constance Skidmore
Director
$1.4M
1K shares
7.3%No plan disclosed
Laura Howell
SVP & General Counsel
$996K
1K shares
11%No plan disclosed
Rhoman Hardy
Director
$650K
342 shares
16%No plan disclosed
The full ownership picture18 of 18 insiders fully reconciled · 18 officers and directors

Vested shares across all share classes, held directly and through trusts, LLCs and family members, as reported on SEC Forms 3, 4 and 5. Unvested awards and options are never counted as owned shares.

InsiderHeld Oct 8, 2025SoldHeld Oct 8, 2026Still held
Brian Lane
Chief Executive Off., Director
188K−44K145K77%
Vesting, gifts, unvested awards and holding lines for Brian Lane
0shares vested or exercised
0gifted (net of own trusts)
−4.5Kwithheld by the company for taxes
none reportedunvested awards, start → end
Held throughShare classOct 8, 2025Oct 8, 2026
DirectCommon Stock188,046145,065
Franklin Myers
Director
100K−32K67K67%
Vesting, gifts, unvested awards and holding lines for Franklin Myers
0shares vested or exercised
−1.1Kgifted (net of own trusts)
none reportedunvested awards, start → end
Held throughShare classOct 8, 2025Oct 8, 2026
DirectCommon Stock100,39658,615
Partnership InterestCommon Stock08,495
William George III
Chief Financial Officer
47K−21K30K64%
Vesting, gifts, unvested awards and holding lines for William George III
+9Kshares vested or exercised
−2Kgifted (net of own trusts)
−4.7Kwithheld by the company for taxes
none reportedunvested awards, start → end
Held throughShare classOct 8, 2025Oct 8, 2026
DirectCommon Stock47,47330,250
Herman Bulls
Director
33K−2K30K92%
Vesting, gifts, unvested awards and holding lines for Herman Bulls
0shares vested or exercised
−800gifted (net of own trusts)
none reportedunvested awards, start → end
Held throughShare classOct 8, 2025Oct 8, 2026
DirectCommon Stock32,57429,879
Darcy Anderson
Director
27K−8.5K18K68%
Vesting, gifts, unvested awards and holding lines for Darcy Anderson
0shares vested or exercised
0gifted (net of own trusts)
none reportedunvested awards, start → end
Held throughShare classOct 8, 2025Oct 8, 2026
DirectCommon Stock26,53518,140
McKenna Trent
i
New Form 3 filed 2021-01-07; earlier filings set aside.
President/Chief Operating Off.
22K022Kno sales
Vesting, gifts, unvested awards and holding lines for McKenna Trent
0shares vested or exercised
0gifted (net of own trusts)
−1Kwithheld by the company for taxes
none reportedunvested awards, start → end
  • New Form 3 filed 2021-01-07; earlier filings set aside.
Held throughShare classOct 8, 2025Oct 8, 2026
DirectCommon Stock21,63922,346
Vance Tang
Director
18K018Kno sales
Vesting, gifts, unvested awards and holding lines for Vance Tang
0shares vested or exercised
0gifted (net of own trusts)
none reportedunvested awards, start → end
Held throughShare classOct 8, 2025Oct 8, 2026
DirectCommon Stock12,77012,770
TrustCommon Stock4,9984,998
Julie Shaeff
Chief Accounting Officer
16K−3.4K13K79%
Vesting, gifts, unvested awards and holding lines for Julie Shaeff
0shares vested or exercised
0gifted (net of own trusts)
−403withheld by the company for taxes
none reportedunvested awards, start → end
Held throughShare classOct 8, 2025Oct 8, 2026
DirectCommon Stock16,02312,624
Constance Skidmore
Director
14K−1K13K93%
Vesting, gifts, unvested awards and holding lines for Constance Skidmore
0shares vested or exercised
0gifted (net of own trusts)
none reportedunvested awards, start → end
Held throughShare classOct 8, 2025Oct 8, 2026
DirectCommon Stock13,62712,732
William Sandbrook
i
Additional holdings last reported more than 3 years ago are shown separately and excluded from totals.
Director
12K−4K7.8K67%
Vesting, gifts, unvested awards and holding lines for William Sandbrook
0shares vested or exercised
0gifted (net of own trusts)
none reportedunvested awards, start → end
  • Additional holdings last reported more than 3 years ago are shown separately and excluded from totals.
Held throughShare classOct 8, 2025Oct 8, 2026
DirectCommon Stock11,6667,771

Additional holdings last reported Jun 2, 2022, not confirmed since: 170 shares. Not included in any total or percentage on this page.

Laura Howell
SVP & General Counsel
8.9K−1K7.9K89%
Vesting, gifts, unvested awards and holding lines for Laura Howell
0shares vested or exercised
0gifted (net of own trusts)
none reportedunvested awards, start → end
Held throughShare classOct 8, 2025Oct 8, 2026
DirectCommon Stock8,9387,938
Pablo Mercado
Director
6.5K−3.5K3.1K48%
Vesting, gifts, unvested awards and holding lines for Pablo Mercado
0shares vested or exercised
0gifted (net of own trusts)
none reportedunvested awards, start → end
Held throughShare classOct 8, 2025Oct 8, 2026
DirectCommon Stock6,5003,105
Cindy Wallis-Lage
Director
5.7K05.8Kno sales
Vesting, gifts, unvested awards and holding lines for Cindy Wallis-Lage
0shares vested or exercised
0gifted (net of own trusts)
none reportedunvested awards, start → end
Held throughShare classOct 8, 2025Oct 8, 2026
TrustCommon Stock5,7135,818
Terrence Reed
SVP & CHRO
4.6K−1.8K3K64%
Vesting, gifts, unvested awards and holding lines for Terrence Reed
0shares vested or exercised
0gifted (net of own trusts)
−329withheld by the company for taxes
none reportedunvested awards, start → end
Held throughShare classOct 8, 2025Oct 8, 2026
DirectCommon Stock4,6212,968
Rhoman Hardy
Director
2.1K−3421.9K89%
Vesting, gifts, unvested awards and holding lines for Rhoman Hardy
0shares vested or exercised
0gifted (net of own trusts)
none reportedunvested awards, start → end
Held throughShare classOct 8, 2025Oct 8, 2026
DirectCommon Stock2,1271,890
Craig Sasser
i
Started reporting during the period; starting holdings are from the Form 3.
Chief Operating Officer
1.5K01.5Kno sales
Vesting, gifts, unvested awards and holding lines for Craig Sasser
0shares vested or exercised
0gifted (net of own trusts)
none reportedunvested awards, start → end
  • Started reporting during the period; starting holdings are from the Form 3.
Held throughShare classOct 8, 2025Oct 8, 2026
DirectCommon Stock899899
TrustCommon Stock646646
Gaurav Kapoor
Director
7270832no sales
Vesting, gifts, unvested awards and holding lines for Gaurav Kapoor
0shares vested or exercised
0gifted (net of own trusts)
none reportedunvested awards, start → end
Held throughShare classOct 8, 2025Oct 8, 2026
TrustCommon Stock727832
Rachel Eslicker
i
Includes unvested RSUs, amount not disclosed. Started reporting during the period; starting holdings are from the Form 3.
SVP & General Counsel
4900608no sales
Vesting, gifts, unvested awards and holding lines for Rachel Eslicker
0shares vested or exercised
0gifted (net of own trusts)
−99withheld by the company for taxes
none reportedunvested awards, start → end
  • Includes unvested RSUs, amount not disclosed.
  • Started reporting during the period; starting holdings are from the Form 3.
Held throughShare classOct 8, 2025Oct 8, 2026
Direct
includes unvested RSUs, amount not disclosed
Common Stock490608

18 of 18 insiders fully reconciled: starting holdings plus reported transactions match ending holdings (18 exactly, 0 with a minor or footnoted difference). Percentages cover all 18 officers and directors. "Still held" compares ending with starting vested shares; a plus sign means the holding grew.

What explains the selling$185M of sales by plan status, purpose, seller and month

Officer and director open-market sales: $185M across 122,459 shares. Plan status and stated purpose are separate questions, and a sale can have both.

By plan status

No plan disclosed · $185M

Sales with no 10b5-1 plan and no tax reference in the filing. $68.1M of it is Brian Lane. No plan disclosed is a statement about the filing, not about why the sale happened. Largest such sale: Brian Lane, Aug 26, 2026

Taxes

11,021 shares ($14.2M) were withheld by the company for taxes, which isn't a market sale.

Charitable gifts · 3.9K shares

Gifts the filings describe as charitable. Gifts are not sales and are not included in the sale totals.

SellerShares soldProceedsUnder a disclosed planShare of totalSales dates
Brian Lane
Chief Executive Off., Director
44K$68.1M0%37%Nov 24, 2025 to Aug 26, 2026
Franklin Myers
Director
32K$52.1M0%28%Oct 29, 2025 to Aug 11, 2026
William George III
Chief Financial Officer
21K$31.7M0%17%Dec 1, 2025 to Aug 17, 2026
Darcy Anderson
Director
8.5K$10.0M0%5%Oct 31, 2025 to Mar 3, 2026
William Sandbrook
Director
4K$6.2M0%3%Feb 24, 2026 to Apr 29, 2026
Julie Shaeff
Chief Accounting Officer
3.4K$5.4M0%3%Mar 3, 2026 to May 11, 2026
Pablo Mercado
Director
3.5K$4.1M0%2%Oct 29, 2025 to Apr 30, 2026
Terrence Reed
SVP & CHRO
1.8K$2.5M0%1%Feb 24, 2026 to Mar 3, 2026
Herman Bulls
Director
2K$2.0M0%1%Oct 29, 2025 to Oct 29, 2025
Constance Skidmore
Director
1K$1.4M0%0.8%Feb 24, 2026 to Feb 24, 2026
Laura Howell
SVP & General Counsel
1K$996K0%0.5%Dec 4, 2025 to Dec 4, 2025
Rhoman Hardy
Director
342$650K0%0.4%May 27, 2026 to May 27, 2026

Sales by month

MonthSale proceedsDisclosed planTo cover taxesNo plan disclosed
Oct 2025$13.4M$0$0$13.4M
Nov 2025$6.8M$0$0$6.8M
Dec 2025$5.2M$0$0$5.2M
Jan 2026$0$0$0$0
Feb 2026$46.0M$0$0$46.0M
Mar 2026$10.9M$0$0$10.9M
Apr 2026$3.5M$0$0$3.5M
May 2026$43.2M$0$0$43.2M
Jun 2026$13.1M$0$0$13.1M
Jul 2026$0$0$0$0
Aug 2026$43.2M$0$0$43.2M
Sep 2026$0$0$0$0
Oct 2026$0$0$0$0
Is this normal? Selling year by year5 earlier years to compare with

In line with the past 5 years. 12 insiders sold; the average is 10 a year.

12 months endingShares soldInsiders who soldProceeds
Oct 8, 2026
Latest 12 months
122K12$185M
Oct 8, 2025
1 year earlier
121K11$62.7M
Oct 8, 2024
2 years earlier
109K10$32.3M
Oct 9, 2023
3 years earlier
157K12$24.9M
Oct 9, 2022
4 years earlier
243K10$24.0M
Oct 9, 2021
5 years earlier
163K7$12.3M

Open-market sales (Form 4 code S) by people who were officers or directors, in split-adjusted shares. Earlier years include people who have since left. A sale that an outside holder also reports (a family trust, a fund) is counted with outside holders in every year. Shares, not dollars, are compared, so a change in the stock price doesn't look like a change in selling. Years the filings don't fully cover are shown but left out of the average.

Known gaps and uncertaintyEvery officer and director reconciles

Every officer and director reconciles for this period.

Inferred typo: the share class "Commonn Stock" is treated as the same class as "Common Stock" on 1 holding line, because the two spellings are nearly identical and each balance carried over exactly. Example (Julie Shaeff, 31,618 shares): old title, new title

External context: we only cite outside events when a documented connection exists. None is shown for this period.

Sources and methodology875 filings from SEC EDGAR, and how we read them

All 875 Forms 3, 4 and 5 filed for Comfort Systems USA (SEC CIK 1035983) from Dec 6, 2002 to Aug 27, 2026, retrieved from SEC EDGAR on Oct 8, 2026. Prices are the ones reported in each filing, often weighted averages. 6 older filings exist only on paper and could not be read.

Holdings. Each holding line (a share class plus an owner, such as a trust or LLC) carries its last reported balance forward. Entities first reported during the period start at zero, so transfers between an insider's own trusts don't count as selling. Lines not reported for three years or more are listed separately and left out of totals.

Sales. A sale counts as under a 10b5-1 plan if its footnote cites one or the filing's Rule 10b5-1 box is checked, and as tax-related if its footnote cites tax obligations or sell-to-cover. Shares withheld by the company for taxes are listed separately. Sales with neither attribute are labeled "no plan disclosed".

Full methodology

Former or inactive filers (12)No filing in 18 months; last reported balances, not in any total