GEORGE WILLIAM III 4

What Happened

• George William III, chief financial officer of Comfort Systems USA, forfeited a total of 1,081 shares on April 1, 2026 to satisfy tax withholding related to vested restricted stock units (RSUs). The withholdings were reported as: 284 shares ($406,005), 297 shares ($424,590) and 500 shares ($714,798). Each share was priced at $1,429.60 (the average of the high and low on April 1, 2026).
• This was not an open-market sale or a purchase — it’s a routine tax-withholding action that reduces the number of shares he received on RSU vesting.

Key Details

• Transaction date: April 1, 2026. Price used: $1,429.60 (average of high and low on that date).
• Shares forfeited: 284, 297 and 500 (total 1,081). Total withheld value: $1,545,393.
• Shares owned after transaction: Not disclosed in this filing excerpt.
• Footnotes: Forfeitures relate to vested RSUs (vesting events on April 1, 2026 and earlier grant vestings from March 19, 2025; March 20, 2024; March 21, 2023). Price basis note: average high/low on April 1, 2026.
• Filing timeliness: Form filed April 3, 2026; this appears timely (within the two-business-day Form 4 window).

Context

• This is a tax-withholding (F-code) transaction tied to RSU vesting — a common administrative action where a portion of vested shares is retained or forfeited to cover taxes. It does not necessarily indicate the insider is selling additional shares or signaling a change in sentiment.
• For retail investors, such forfeitures are routine and typically less informative than open-market purchases, which more directly reflect insider buying conviction.