GEORGE WILLIAM III 4

What Happened

• George William III, Chief Financial Officer of Comfort Systems USA, received 1,361 restricted stock units (597 + 764) on March 23, 2026 (grants reported at $0.00 per share as typical for RSUs). To satisfy tax withholding on vested awards, he disposed of 300 shares on the same date, generating $422,475 (reported as $1,408.25 per share).

Key Details

• Transaction dates: grants and withholding occurred on 2026-03-23; Form 4 filed 2026-03-25 (timely).
• Grants: 597 RSUs and 764 RSUs awarded (total 1,361 RSUs; F1: RSUs vest in equal installments over a three-year schedule).
• Withholding: 300 shares surrendered to cover tax liability, total value reported $422,475 (reported price $1,408.25/share) (F3: priced based on March 23, 2026 closing price).
• Vested performance units: 2023-21 performance RSUs granted 3/21/2023 vested 3/23/2026 based on relative TSR and average EPS (F2).
• Shares owned after the transaction: not specified in the provided filing.
• Filing timeliness: filed within typical reporting window (not marked late).

Context

• This was primarily a grant/vesting event (awarded RSUs and performance RSUs); the 300-share disposition was a tax-withholding action (not an open-market sale for investment purposes). For retail investors, grants and vesting reflect compensation and performance-based pay; surrendered shares to cover taxes are routine and do not necessarily signal a view on the stock.