Comfort Systems USA

Current directors and officers who also hold a role at another S&P 500 company.

• Cindy L. Wallis-LageVLTO · Director
• Herman E. BullsHST · Director

Latest Schedule 13D/13G filing per holder. Holders that reported falling below 5% are not shown. Index funds usually report once a year.

No 5% holder filings parsed yet for this company.

Open-market purchases and sales reported on Form 4. Grants, option exercises and tax withholding are excluded.

Every 8-K with Item 5.02 (departure, election or appointment of directors and officers). The text is the first paragraph of the item.

1. Oct 22, 2026

   (b) On October 16, 2026, William George notified Comfort Systems USA, Inc. (the "Company") of his intention to retire as Executive Vice President and Chief Financial Officer of the Company, effective following the filing of the Company’s Annual Report on Form 10-K for the year ending December 31, 2026 (the "Transition Date"). Mr. George's decision to retire was not the result of any disagreement with the Company on any matter relating to the Company's operations, policies or practices. Upon Mr. George’s retirement, he will satisfy the age and service requirements of the “Rule of 75” (as detailed in the Company’s most recent Proxy Statement), and his time-based and performance-based restricted stock unit awards covering shares of Company common stock will remain outstanding and continue to vest in accordance with their terms.

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2. Jun 22, 2026

   (b) and (c) On June 22, 2026, Comfort Systems USA, Inc. (the “Company”) announced that Craig Sasser will transition from his current role as the Company’s Regional Vice President – Atlantic Region to the role of Company Chief Operating Officer, effective July 1, 2026. In connection with his appointment as Chief Operating Officer, Mr. Sasser will be entitled to receive an annual base salary equal to $600,000 and will have a target bonus opportunity equal to 90% of his base salary. In addition, Mr. Sasser will receive a long-term incentive award, consisting of time-vesting restricted stock units and performance-vesting restricted stock units, with a grant date value equal to 200% of his base salary and will participate in the Company’s Executive Severance Policy on the terms specified therein. Mr.

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3. Dec 19, 2025

   (b) and (c) On December 19, 2025, Comfort Systems USA, Inc. (the “Company”) announced that Trent T. McKenna will transition from his current role as the Company’s Executive Vice President and Chief Operating Officer to the role of Company President and Chief Operating Officer, effective January 1, 2026. In connection with his appointment as President and Chief Operating Officer, Mr. McKenna will be entitled to receive an annual base salary equal to $850,000 and will have a target bonus opportunity equal to 115% of his base salary. In addition, Mr. McKenna will receive a long-term incentive award, consisting of time-vesting restricted stock units and performance-vesting restricted stock units, with a grant date value equal to 400% of his base salary, and will continue to participate in the Company’s Executive Severance Policy on the terms specified therein. Mr.

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4. Mar 20, 2025

   (b) On March 19, 2025, Mr. Vance W. Tang notified the Board of Directors (the “Board”) of Comfort Systems USA, Inc. (the “Company”) that, in connection with his retirement from the Board, he would resign from the Board and all committees thereof, effective May 16, 2025.

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5. Jul 19, 2024

   (d) On July 16, 2024, based on the recommendation of the Nominating, Governance and Sustainability committee of the Board of Directors (the “Board”) of Comfort Systems USA, Inc. (the “Company), the Board appointed Gaurav Kapoor as a director commencing on August 1, 2024. Mr. Kapoor has also been appointed as a member of the Audit Committee, effective August 1, 2024. Mr. Kapoor will be compensated for his service on the Company’s Board in the same manner as the Company’s other non-employee directors. The Company’s compensation package for non-employee directors consists of an annual retainer of $80,000, additional fees for service as the chair of a committee or chair of the Board, and an annual award of fully vested shares of the Company’s common stock having a maximum fair market value on the grant date equal to $160,000.

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6. Sep 28, 2023

   (d) On September 25, 2023, based on the recommendation of the Nominating, Governance and Sustainability committee of the Board of Directors (the “Board”) of Comfort Systems USA, Inc. (the “Company), the Board appointed Rhoman J. Hardy as a director commencing on October 1, 2023. Mr. Hardy has also been appointed as a member of the Audit Committee, effective October 1, 2023. Mr. Hardy will be compensated for his service on the Company’s Board in the same manner as the Company’s other non-employee directors. The Company’s compensation package for non-employee directors consists of an annual retainer of $80,000, additional fees for service as the chair of a committee or chair of the Board, and an annual award of fully vested shares of the Company’s common stock having a maximum fair market value on the grant date equal to $160,000.

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7. Mar 23, 2023

   (b) On March 21, 2023, Mr. Alan P. Krusi notified the Board of Directors (the “Board”) of Comfort Systems USA, Inc. (the “Company”) that, in connection with his retirement from the Board, he would resign from the Board and all committees thereof, effective May 16, 2023.

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8. Jan 19, 2022

   On January 13, 2022, Terrence Young provided notice to Comfort Systems USA, Inc. (the “Company”) of his decision to resign from his position as Senior Vice President – Service, effective January 14, 2022 (the “Resignation Date”). In connection with his resignation, he entered into a Resignation and General Release Agreement with the Company on January 18, 2022 (the “Resignation Agreement”). Pursuant to the Resignation Agreement, Mr. Young will be entitled to receive severance in the amount of $75,000, payable in twenty-three equal installments during 2022. In exchange for these payments, Mr.

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9. Feb 23, 2021

   As, previously disclosed, on December 11, 2020, Comfort Systems USA, Inc. (the “Company”) announced that Trent T. McKenna will transition from his previous role as Senior Vice President and Vice President – Region 4 to Senior Vice President and Chief Operating Officer within the Company, effective January 1, 2021. Effective as of February 18, 2021, the Company’s Board of Directors approved an updated Change-in-Control Agreement in connection with Mr. McKenna’s promotion. Mr. McKenna’s Change-in-Control Agreement continues to contain a non-compete provision but now provides for a change-in-control payment equal to two times Mr. McKenna’s annual base salary plus the greater of his current bonus or the average of the prior three years’ bonuses (whichever is greater).

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10. Dec 11, 2020

    On December 11, 2020, Comfort Systems USA, Inc. (the “Company”) announced that Trent T. McKenna will transition from his current role as Senior Vice President and Vice President – Region 4 to Chief Operating Officer within the Company, effective January 1, 2021. There are no other changes to Mr. McKenna’s relationship with the Company. Mr. McKenna, age 47, currently serves as our Senior Vice President and Vice President – Region 4. He previously served as the Company’s Senior Vice President, General Counsel and Secretary from August 2013 through December 2018, was our Vice President, General Counsel and Secretary from May 2005 to August 2013, and was our Associate General Counsel from August 2004 to May 2005. From February 1999 to August 2004, Mr.

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11. Dec 12, 2018

    On December 12, 2018, Comfort Systems USA, Inc. (the “Company”) announced that Trent T. McKenna will transition from his current role as Senior Vice President, General Counsel and Corporate Secretary to a non-executive regional operations role within the Company, effective January 1, 2019. Mr. McKenna’s experience and education are summarized in the Company’s Annual Report on Form 10-K for the year-ended December 31, 2017. There are no agreements or other arrangements entered into in connection with this transition between Mr. McKenna and the Company. On December 12, 2018, the Company issued a press release announcing Mr. McKenna’s transition within the Company. A copy of the press release is furnished herewith as Exhibit 99.1.

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12. Oct 25, 2018

    (d) Director Appointment On October 23, 2018, based on the recommendation of the nominating and governance committee of the Board of Directors (the “Board”) of the Company, the Board appointed Pablo G. Mercado as a director. Mr. Mercado will begin his term as a director on November 1, 2018. Mr. Mercado has also been appointed as a member of the Audit Committee and Nominating and Governance Committee, effective November 1, 2018. Mr. Mercado, age 42, has served as Senior Vice President and Chief Financial Officer of Forum Energy Technologies, Inc. since March 2018. Since November 2011, Mr.

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13. Apr 6, 2018

    (d) Director Appointment On April 5, 2018, based on the recommendation of the nominating and corporate governance committee of the Board of Directors (the “Board”) of Comfort Systems USA, Inc. (the “Company), the Board appointed William J. Sandbrook as a director. Mr. Sandbrook, age 60, has served as President and Chief Executive Officer of U.S. Concrete, Inc. since August 2011. From June 2008 until August 2011, Mr. Sandbrook was Chief Executive Officer of Oldcastle Inc.’s Products and Distribution Group. From 2006 to June 2008, Mr. Sandbrook was Chief Executive Officer of Oldcastle Architectural Product’s Group responsible for Oldcastle’s U.S. and Canadian Operations, as well as CRH plc’s business in South America. From 1996 to 2006, Mr. Sandbrook served in various roles at Oldcastle Materials, including most recently as President of Oldcastle Materials West Division.

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14. Jan 11, 2017

    On January 9, 2017, James Mylett provided notice to Comfort Systems USA, Inc. (the “Company”) of his decision to resign from his position as Senior Vice President — Service, effective February 1, 2017 (the “Resignation Date”). In connection with his resignation, he entered into a Resignation and General Release Agreement with the Company on January 10, 2017 (the “Resignation Agreement”). Pursuant to the Resignation Agreement, Mr. Mylett will be entitled to receive severance in the amount of $1,119,129, payable in four equal installments during 2017, and reimbursement of the employer-portion of COBRA premiums for 12 months. In exchange for these payments and benefits, Mr.

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15. Mar 25, 2016

    Director or officer change (Item 5.02). Open the filing for details.

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Proxy statements (DEF 14A): 2026 · 2025 · 2024 · 2023 · 2022 · 2021

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