What the executives and directors of Comfort Systems USA actually did with their own shares, decoded from three years of SEC Form 4 filings.
The tape: three years of insider trades
Every marker sits at the exact price reported on the Form 4. The line is the monthly median of all prices insiders reported, so the chart needs no market feed; the gray strip is routine flow (vestings, tax withholding, gifts) that headlines love to miscount as selling.
Where the shares went, last 12 months
Every Form 4 movement decomposed: what flowed in (grants, vested equity, purchases) and what flowed out (tax withholding, plan sales, discretionary sales, gifts). Counted in shares, because grants carry no price.
Skin in the game
Directly held shares as reported after each trade, indexed to 100 five years back. Direct holdings only: trust and family-entity positions are per-entity in the filings and do not sum honestly, so this chart refuses to guess. The steps are the trades.
Who holds what
| Insider | Role | Shares held | Buys 12 m | Sales 12 m |
|---|---|---|---|---|
| Lane Brian E. CHIEF EXECUTIVE OFF. | CEO | 161.1K | — | $49.2M |
| MYERS FRANKLIN | Director | 62.1K | — | $42.5M |
| GEORGE WILLIAM III CHIEF FINANCIAL OFFICER | CFO | 32.8K | — | $32.8M |
| BULLS HERMAN E | Director | 29.9K | — | $4.2M |
| Trent T McKenna PRESIDENT/CHIEF OPERATING OFF. | COO | 22.9K | — | — |
| ANDERSON DARCY | Director | 18.1K | — | $10M |
| Tang Vance W | Director | 17.8K | — | — |
| Skidmore Constance Ellen | Director | 12.7K | — | $1.4M |
| Shaeff Julie CHIEF ACCOUNTING OFFICER | Officer | 12.6K | — | $6.4M |
| SANDBROOK WILLIAM J | Director | 7,941 | — | $7.8M |
| Howell Laura Finley SVP & GENERAL COUNSEL | Officer | 7,938 | — | $996K |
| Wallis-Lage Cindy L. | Director | 5,818 | — | — |
| Reed Terrence SVP & CHRO | Officer | 3,143 | — | $2.5M |
| Mercado, Pablo G. | Director | 3,105 | — | $4.9M |
Open-market trade log
| Date | Insider | Type | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-06-24 | MYERS FRANKLIN (Director) | Discretionary sale | 6,700 | $1954.47 | $13.1M |
| 2026-05-27 | Hardy Rhoman J (Director) | Discretionary sale | 342 | $1900.08 | $650K |
| 2026-05-11 | GEORGE WILLIAM III (CFO) | Discretionary sale | 1,000 | $2020.97 | $2M |
| 2026-05-11 | Shaeff Julie (Officer) | Discretionary sale | 1,123 | $2000.37 | $2.2M |
| 2026-05-08 | GEORGE WILLIAM III (CFO) | Discretionary sale | 4,000 | $1948.17 | $7.8M |
| 2026-05-07 | MYERS FRANKLIN (Director) | Discretionary sale | 4,500 | $1902.57 | $8.6M |
| 2026-05-05 | Lane Brian E. (CEO) | Discretionary sale | 11.1K | $1969.84 | $21.9M |
| 2026-04-30 | Mercado, Pablo G. (Director) | Discretionary sale | 500 | $1779.78 | $890K |
| 2026-04-29 | SANDBROOK WILLIAM J (Director) | Discretionary sale | 1,500 | $1732.67 | $2.6M |
| 2026-03-03 | ANDERSON DARCY (Director) | Discretionary sale | 4,500 | $1369.74 | $6.2M |
| 2026-03-03 | Shaeff Julie (Officer) | Discretionary sale | 2,287 | $1382.15 | $3.2M |
| 2026-03-03 | Reed Terrence (Officer) | Discretionary sale | 1,116 | $1397.33 | $1.6M |
| 2026-02-25 | MYERS FRANKLIN (Director) | Discretionary sale | 8,636 | $1472.56 | $12.7M |
| 2026-02-25 | Lane Brian E. (CEO) | Discretionary sale | 9,365 | $1453.12 | $13.6M |
| 2026-02-24 | SANDBROOK WILLIAM J (Director) | Discretionary sale | 2,500 | $1443.32 | $3.6M |
| 2026-02-24 | Skidmore Constance Ellen (Director) | Discretionary sale | 1,000 | $1425.00 | $1.4M |
| 2026-02-24 | Reed Terrence (Officer) | Discretionary sale | 671 | $1457.17 | $978K |
| 2026-02-23 | GEORGE WILLIAM III (CFO) | Discretionary sale | 9,000 | $1434.97 | $12.9M |
| 2026-02-23 | Mercado, Pablo G. (Director) | Discretionary sale | 500 | $1405.00 | $703K |
| 2025-12-04 | Howell Laura Finley (Officer) | Discretionary sale | 1,000 | $996.16 | $996K |
| 2025-12-01 | GEORGE WILLIAM III (CFO) | Discretionary sale | 4,370 | $958.88 | $4.2M |
| 2025-11-24 | Lane Brian E. (CEO) | Discretionary sale | 7,158 | $947.98 | $6.8M |
| 2025-10-31 | ANDERSON DARCY (Director) | Discretionary sale | 4,000 | $958.72 | $3.8M |
| 2025-10-29 | BULLS HERMAN E (Director) | Discretionary sale | 2,000 | $1013.62 | $2M |
| 2025-10-29 | MYERS FRANKLIN (Director) | Discretionary sale | 5,000 | $1006.68 | $5M |
| 2025-10-29 | Mercado, Pablo G. (Director) | Discretionary sale | 2,500 | $1005.41 | $2.5M |
| 2025-09-10 | SANDBROOK WILLIAM J (Director) | Discretionary sale | 800 | $733.56 | $587K |
| 2025-09-09 | SANDBROOK WILLIAM J (Director) | Discretionary sale | 100 | $706.00 | $71K |
| 2025-09-09 | SANDBROOK WILLIAM J (Director) | Discretionary sale | 600 | $708.97 | $425K |
| 2025-08-27 | BULLS HERMAN E (Director) | Discretionary sale | 3,000 | $710.00 | $2.1M |
| 2025-08-25 | SANDBROOK WILLIAM J (Director) | Discretionary sale | 700 | $689.58 | $483K |
| 2025-08-22 | Mercado, Pablo G. (Director) | Discretionary sale | 1,078 | $695.88 | $750K |
| 2025-08-12 | Shaeff Julie (Officer) | Discretionary sale | 1,369 | $704.50 | $964K |
| 2025-08-08 | GEORGE WILLIAM III (CFO) | Discretionary sale | 8,436 | $692.60 | $5.8M |
| 2025-08-07 | Lane Brian E. (CEO) | Discretionary sale | 10K | $691.74 | $6.9M |
| 2025-08-06 | MYERS FRANKLIN (Director) | Discretionary sale | 4,500 | $683.57 | $3.1M |
| 2025-07-31 | Trent T McKenna (COO) | Discretionary sale | 4,400 | $716.63 | $3.2M |
| 2025-06-09 | BULLS HERMAN E (Director) | Discretionary sale | 2,500 | $500.01 | $1.3M |
| 2025-06-06 | ANDERSON DARCY (Director) | Discretionary sale | 8,000 | $506.82 | $4.1M |
| 2025-05-13 | GEORGE WILLIAM III (CFO) | Discretionary sale | 12.5K | $470.11 | $5.9M |
| 2025-05-12 | Skidmore Constance Ellen (Director) | Discretionary sale | 1,000 | $452.98 | $453K |
| 2025-05-07 | ANDERSON DARCY (Director) | Discretionary sale | 3,000 | $431.66 | $1.3M |
| 2025-05-07 | Lane Brian E. (CEO) | Discretionary sale | 15K | $431.66 | $6.5M |
| 2025-05-05 | Mercado, Pablo G. (Director) | Discretionary sale | 1,800 | $436.10 | $785K |
| 2025-05-01 | Tang Vance W (Director) | Discretionary sale | 500 | $422.00 | $211K |
| 2024-11-22 | Trent T McKenna (COO) | Discretionary sale | 4,000 | $484.81 | $1.9M |
| 2024-11-13 | Lane Brian E. (CEO) | Discretionary sale | 15K | $448.88 | $6.7M |
| 2024-11-08 | GEORGE WILLIAM III (CFO) | Discretionary sale | 5,436 | $459.73 | $2.5M |
| 2024-11-05 | Mercado, Pablo G. (Director) | Discretionary sale | 2,500 | $409.46 | $1M |
| 2024-10-30 | MYERS FRANKLIN (Director) | Discretionary sale | 12K | $390.18 | $4.7M |
| 2024-10-28 | Tang Vance W (Director) | Discretionary sale | 2,700 | $390.00 | $1.1M |
| 2024-08-29 | Shaeff Julie (Officer) | Discretionary sale | 2,316 | $351.85 | $815K |
| 2024-08-27 | ANDERSON DARCY (Director) | Discretionary sale | 3,546 | $336.19 | $1.2M |
| 2024-08-20 | GEORGE WILLIAM III (CFO) | Discretionary sale | 5,845 | $332.16 | $1.9M |
| 2024-08-14 | Lane Brian E. (CEO) | Discretionary sale | 15K | $329.55 | $4.9M |
| 2024-06-05 | Tang Vance W (Director) | Discretionary sale | 3,473 | $310.00 | $1.1M |
| 2024-05-16 | BULLS HERMAN E (Director) | Discretionary sale | 3,500 | $337.41 | $1.2M |
| 2024-05-15 | Tang Vance W (Director) | Discretionary sale | 988 | $343.00 | $339K |
| 2024-05-07 | ANDERSON DARCY (Director) | Discretionary sale | 3,500 | $344.90 | $1.2M |
| 2024-03-11 | Skidmore Constance Ellen (Director) | Planned sale (10b5-1) | 3,000 | $299.96 | $900K |
“Since trade” compares with the latest insider-implied price, not a market quote; this site carries no market data by design.
Filing hygiene
How to read this
A Form 4 transaction code decides everything. P is an open-market purchase and S an open-market sale; those two are the only codes where an insider chose to trade. A is a grant, M an option exercise or vesting, F shares withheld to cover tax, G a gift. Most “insiders dumped billions” headlines are code F and M mechanics.
Sales flagged 10b5-1 run on a plan the insider adopted in advance; since 2023 every Form 4 carries that flag. Buys have historically predicted returns, sales mostly have not, and this page states filings, not advice.