Comfort Systems USA, Inc. (FIX)

INDUSTRIALS: CONSTRUCTION & ENGINEERING
SIC: ELECTRICAL WORK

675 BERING DRIVE HOUSTON, TX 77057

Comfort Systems USA provides heating, ventilation and air conditioning (HVAC) installation, maintenance, repair and replacement services within the mechanical services industry. Co. operates in the commercial, industrial and institutional HVAC markets and provides most of its services within office buildings, retail centers, apartment complexes, manufacturing plants, and healthcare, education and government facilities. In addition, Co. provides applications such as building automation control systems, fire protection, process cooling, electronic monitoring and process piping. Co. also provides related activities such as electrical service and plumbing at certain locations.

Data as of 2021-05-01 09:58:32 -0400
Market Cap2.988 Billion Shares Outstanding36.285 Million Avg 30-day Volume188.724 Thousand
P/E Ratio18.80554 Dividend Yield0.527 EPS4.34
Price/Sales1.02 Debt to Equity2.52 EBITDA249.835 Million
Price to Book Value4.19 Forward PE22.83 Enterprise Value3.098 Billion
Total Cash54.896 Million Current Debt692.904 Million Gross Profit546.983 Million
BETA1.33947 52-week High/Low83.35 / 27.38 Next Earnings Date Price to Cash FLow (P/CF) -9999999.0
Data provided by IEX Cloud
View SEC Filings from FIX instead.
Q4 2020 All 13F Filers Prior Change Hedge Funds 1 Prior Change
In top 10: 0 2 -100.0% 0 (0.0%) 0 (0.0%)
Funds Holding: 241 227 6.17% 61 (3.66%) 62 (3.86%) -1.61%
13F shares: 34.801 Million 33.317 Million 4.45% 6.461 Million 7.65 Million -15.54%
% Ownership 95.6197 91.5431 4.45% 17.7527 21.0187 -15.54%
New Positions: 40 40 0.0% 9 10 -10.0%
Increased Positions 70 64 9.38% 16 16 0.0%
Closed Positions 26 24 8.33% 10 11 -9.09%
Reduced Positions 101 94 7.45% 27 29 -6.9%
Total Calls 11.037 Thousand 21.836 Thousand -49.46% 8.2 Thousand 10.9 Thousand -24.77%
Total Puts 47.407 Thousand 43.736 Thousand 8.39% 23.6 Thousand 21.8 Thousand 8.26%
PUT/CALL Ratio 4.3 2.0 115.0% 2.88 2.0 44.0%
1 hedge funds and active managers as identified by whalewisdom.com through public filings.

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Funds Holding FIX (via 13F filings)

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*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding FIX BETA

Active Schedule 13D and 13G filings

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Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

none

Open Market Sells (S)

84.7 Thousand total shares from 6 transactions

Exercise Derivative Conversion (M)

80.7 Thousand total shares from 5 transactions

Current/Former Insiders

Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

GEORGE WILLIAM III CHIEF FINANCIAL OFFICER

  • Officer
47,350 2021-05-03 6

KRUSI ALAN

  • Director
30,914 2021-05-03 5

TANG VANCE W

  • Director
28,797 2021-05-03 4

LANE BRIAN E. PRESIDENT/CHIEF EXECUTIVE OFF.

  • Officer
  • Director
264,195 2021-04-01 6

TRENT T MCKENNA CHIEF OPERATING OFFICER

  • Officer
30,017 2021-04-01 3

SHAEFF JULIE CHIEF ACCOUNTING OFFICER

  • Officer
31,613 2021-04-01 3

HOWELL LAURA FINLEY VP, GENERAL COUNSEL, SECRETARY

  • Officer
5,168 2021-04-01 2

YOUNG TERRENCE ANDREW SENIOR VICE PRESIDENT SERVICE

  • Officer
5,274 2021-04-01 2

MYERS FRANKLIN

  • Director
  • CHAIRMAN OF THE BOARD
276,288 2021-03-01 4

BULLS HERMAN E

  • Director
64,861 2020-08-03 2

SCHULTZ JAMES H

  • Director
88,914 2020-05-19 1

ANDERSON DARCY

  • Director
53,855 2020-05-19 1

SKIDMORE CONSTANCE ELLEN

  • Director
38,914 2020-05-19 1

SANDBROOK WILLIAM J

  • Director
21,503 2020-05-19 1

MERCADO, PABLO G.

  • Director
10,665 2020-05-19 1

GIARDENELLI ALFRED J JR

  • Director
23,516 2016-09-12 0

MYLETT JAMES MATTHEW SRVP - SERVICE

  • Officer
12,329 2016-04-04 0

MURDY WILLIAM F

  • Director
170,197 2014-04-02 0

WAGNER ROBERT D

  • Director
35,000 2013-11-05 0

TANNER THOMAS N SENIOR REGIONAL VICE PRESIDENT

  • Officer
No longer subject to file 2009-11-06 0

Insider Transactions Last 60 Days

Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
Disposed
Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days

GEORGE WILLIAM III - Officer CHIEF FINANCIAL OFFICER

2021-05-04 14:18:46 -0400 2021-05-03 M 19,286 d 0 direct

TANG VANCE W - Director by trust

2021-05-04 14:15:56 -0400 2021-05-03 S 1,262 $83.70 d 28,797 indirect

GEORGE WILLIAM III - Officer CHIEF FINANCIAL OFFICER

2021-05-04 14:18:46 -0400 2021-05-03 S 19,286 $84.76 d 47,350 direct

KRUSI ALAN - Director by trust

2021-05-04 14:17:07 -0400 2021-05-03 S 2,000 $84.27 d 30,914 indirect

GEORGE WILLIAM III - Officer CHIEF FINANCIAL OFFICER

2021-05-04 14:18:46 -0400 2021-05-03 M 19,286 $16.15 a 66,636 direct

SHAEFF JULIE - Officer CHIEF ACCOUNTING OFFICER

2021-04-05 16:47:38 -0400 2021-04-01 F 370 $75.56 d 32,088 direct -2.331 3.1384 3.4119 5 -2.331 2

HOWELL LAURA FINLEY - Officer VP, GENERAL COUNSEL, SECRETARY

2021-04-05 16:38:13 -0400 2021-04-01 F 238 $75.56 d 5,401 direct -2.331 3.1384 3.4119 5 -2.331 2

GEORGE WILLIAM III - Officer CHIEF FINANCIAL OFFICER

2021-04-05 16:44:05 -0400 2021-04-01 F 1,125 $75.56 d 48,819 direct -2.331 3.1384 3.4119 5 -2.331 2

LANE BRIAN E. - Director - Officer PRESIDENT/CHIEF EXECUTIVE OFF.

2021-04-05 16:45:26 -0400 2021-04-01 F 2,969 $75.56 d 267,850 direct -2.331 3.1384 3.4119 5 -2.331 2

TRENT T MCKENNA - Officer CHIEF OPERATING OFFICER

2021-04-05 16:48:31 -0400 2021-04-01 F 605 $75.56 d 30,797 direct -2.331 3.1384 3.4119 5 -2.331 2

SHAEFF JULIE - Officer CHIEF ACCOUNTING OFFICER

2021-04-05 16:47:38 -0400 2021-04-01 F 187 $75.56 d 31,613 direct -2.331 3.1384 3.4119 5 -2.331 2

HOWELL LAURA FINLEY - Officer VP, GENERAL COUNSEL, SECRETARY

2021-04-05 16:38:13 -0400 2021-04-01 F 98 $75.56 d 5,168 direct -2.331 3.1384 3.4119 5 -2.331 2

GEORGE WILLIAM III - Officer CHIEF FINANCIAL OFFICER

2021-04-05 16:44:05 -0400 2021-04-01 F 584 $75.56 d 47,350 direct -2.331 3.1384 3.4119 5 -2.331 2

LANE BRIAN E. - Director - Officer PRESIDENT/CHIEF EXECUTIVE OFF.

2021-04-05 16:45:26 -0400 2021-04-01 F 1,324 $75.56 d 264,195 direct -2.331 3.1384 3.4119 5 -2.331 2

TRENT T MCKENNA - Officer CHIEF OPERATING OFFICER

2021-04-05 16:48:31 -0400 2021-04-01 F 309 $75.56 d 30,017 direct -2.331 3.1384 3.4119 5 -2.331 2

YOUNG TERRENCE ANDREW - Officer SENIOR VICE PRESIDENT SERVICE

2021-04-05 16:51:01 -0400 2021-04-01 F 200 $75.56 d 5,274 direct -2.331 3.1384 3.4119 5 -2.331 2

SHAEFF JULIE - Officer CHIEF ACCOUNTING OFFICER

2021-04-05 16:47:38 -0400 2021-04-01 F 288 $75.56 d 31,800 direct -2.331 3.1384 3.4119 5 -2.331 2

HOWELL LAURA FINLEY - Officer VP, GENERAL COUNSEL, SECRETARY

2021-04-05 16:38:13 -0400 2021-04-01 F 135 $75.56 d 5,266 direct -2.331 3.1384 3.4119 5 -2.331 2

GEORGE WILLIAM III - Officer CHIEF FINANCIAL OFFICER

2021-04-05 16:44:05 -0400 2021-04-01 F 885 $75.56 d 47,934 direct -2.331 3.1384 3.4119 5 -2.331 2

LANE BRIAN E. - Director - Officer PRESIDENT/CHIEF EXECUTIVE OFF.

2021-04-05 16:45:26 -0400 2021-04-01 F 2,331 $75.56 d 265,519 direct -2.331 3.1384 3.4119 5 -2.331 2

TRENT T MCKENNA - Officer CHIEF OPERATING OFFICER

2021-04-05 16:48:31 -0400 2021-04-01 F 471 $75.56 d 30,326 direct -2.331 3.1384 3.4119 5 -2.331 2

YOUNG TERRENCE ANDREW - Officer SENIOR VICE PRESIDENT SERVICE

2021-04-05 16:51:01 -0400 2021-04-01 F 252 $75.56 d 5,474 direct -2.331 3.1384 3.4119 5 -2.331 2

GEORGE WILLIAM III - Officer CHIEF FINANCIAL OFFICER

2021-03-12 16:52:24 -0500 2021-03-12 G 3,250 d 49,944 direct -0.8446 -0.2316 11.7423 11.7423 31 -3.4055 8

LANE BRIAN E. - Director - Officer PRESIDENT/CHIEF EXECUTIVE OFF.

2021-03-12 16:54:38 -0500 2021-03-11 S 41,954 $74.36 d 270,819 direct -0.8446 -0.2316 11.7423 11.7423 31 -3.4055 8

LANE BRIAN E. - Director - Officer PRESIDENT/CHIEF EXECUTIVE OFF.

2021-03-12 16:54:38 -0500 2021-03-11 M 27,407 d 0 direct

LANE BRIAN E. - Director - Officer PRESIDENT/CHIEF EXECUTIVE OFF.

2021-03-12 16:54:38 -0500 2021-03-11 M 27,407 $30.36 a 312,773 direct -0.8446 -0.2316 11.7423 11.7423 31 -3.4055 8

LANE BRIAN E. - Director - Officer PRESIDENT/CHIEF EXECUTIVE OFF.

2021-03-12 16:54:38 -0500 2021-03-11 M 14,547 d 0 direct

LANE BRIAN E. - Director - Officer PRESIDENT/CHIEF EXECUTIVE OFF.

2021-03-12 16:54:38 -0500 2021-03-11 M 14,547 $19.67 a 285,366 direct -0.8446 -0.2316 11.7423 11.7423 31 -3.4055 8

HOWELL LAURA FINLEY - Officer VP, GENERAL COUNSEL, SECRETARY

2021-03-12 16:16:54 -0500 2021-03-11 S 683 $75.50 d 5,639 direct -0.8446 -0.2316 11.7423 11.7423 31 -3.4055 8

LANE BRIAN E. - Director - Officer PRESIDENT/CHIEF EXECUTIVE OFF.

2021-03-12 16:54:38 -0500 2021-03-10 F 4,817 $74.70 d 270,819 direct -0.8446 -0.2316 11.7423 11.7423 31 -3.4055 8

GEORGE WILLIAM III - Officer CHIEF FINANCIAL OFFICER

2021-03-12 16:52:24 -0500 2021-03-10 A 5,354 a 49,916 direct -0.8446 -0.2316 11.7423 11.7423 31 -3.4055 8

TRENT T MCKENNA - Officer CHIEF OPERATING OFFICER

2021-03-12 16:49:35 -0500 2021-03-10 A 3,078 a 29,474 direct -0.8446 -0.2316 11.7423 11.7423 31 -3.4055 8

SHAEFF JULIE - Officer CHIEF ACCOUNTING OFFICER

2021-03-12 16:48:09 -0500 2021-03-10 A 1,697 a 31,319 direct -0.8446 -0.2316 11.7423 11.7423 31 -3.4055 8

HOWELL LAURA FINLEY - Officer VP, GENERAL COUNSEL, SECRETARY

2021-03-12 16:16:54 -0500 2021-03-10 A 1,506 a 6,322 direct -0.8446 -0.2316 11.7423 11.7423 31 -3.4055 8

LANE BRIAN E. - Director - Officer PRESIDENT/CHIEF EXECUTIVE OFF.

2021-03-12 16:54:38 -0500 2021-03-10 A 12,242 a 275,636 direct -0.8446 -0.2316 11.7423 11.7423 31 -3.4055 8

GEORGE WILLIAM III - Officer CHIEF FINANCIAL OFFICER

2021-03-12 16:52:24 -0500 2021-03-10 F 2,127 $74.70 d 53,194 direct -0.8446 -0.2316 11.7423 11.7423 31 -3.4055 8

TRENT T MCKENNA - Officer CHIEF OPERATING OFFICER

2021-03-12 16:49:35 -0500 2021-03-10 F 1,166 $74.70 d 31,402 direct -0.8446 -0.2316 11.7423 11.7423 31 -3.4055 8

SHAEFF JULIE - Officer CHIEF ACCOUNTING OFFICER

2021-03-12 16:48:09 -0500 2021-03-10 F 700 $74.70 d 32,458 direct -0.8446 -0.2316 11.7423 11.7423 31 -3.4055 8

YOUNG TERRENCE ANDREW - Officer SENIOR VICE PRESIDENT SERVICE

2021-03-12 16:18:17 -0500 2021-03-10 A 1,335 a 5,726 direct -0.8446 -0.2316 11.7423 11.7423 31 -3.4055 8

LANE BRIAN E. - Director - Officer PRESIDENT/CHIEF EXECUTIVE OFF.

2021-03-12 16:54:38 -0500 2021-03-10 A 15,903 a 263,394 direct -0.8446 -0.2316 11.7423 11.7423 31 -3.4055 8

GEORGE WILLIAM III - Officer CHIEF FINANCIAL OFFICER

2021-03-12 16:52:24 -0500 2021-03-10 A 5,405 a 55,321 direct -0.8446 -0.2316 11.7423 11.7423 31 -3.4055 8

TRENT T MCKENNA - Officer CHIEF OPERATING OFFICER

2021-03-12 16:49:35 -0500 2021-03-10 A 3,094 a 32,568 direct -0.8446 -0.2316 11.7423 11.7423 31 -3.4055 8

SHAEFF JULIE - Officer CHIEF ACCOUNTING OFFICER

2021-03-12 16:48:09 -0500 2021-03-10 A 1,839 a 33,158 direct -0.8446 -0.2316 11.7423 11.7423 31 -3.4055 8

GEORGE WILLIAM III - Officer CHIEF FINANCIAL OFFICER

2021-03-11 13:34:56 -0500 2021-03-09 M 12,000 $13.86 a 56,562 direct 0.5793 -0.485 8.6219 9.4436 27 -4.4726 10

GEORGE WILLIAM III - Officer CHIEF FINANCIAL OFFICER

2021-03-11 13:34:56 -0500 2021-03-09 S 19,500 $73.11 d 44,562 direct 0.5793 -0.485 8.6219 9.4436 27 -4.4726 10

GEORGE WILLIAM III - Officer CHIEF FINANCIAL OFFICER

2021-03-11 13:34:56 -0500 2021-03-09 M 7,500 d 19,286 direct

GEORGE WILLIAM III - Officer CHIEF FINANCIAL OFFICER

2021-03-11 13:34:56 -0500 2021-03-09 M 7,500 $16.15 a 64,062 direct 0.5793 -0.485 8.6219 9.4436 27 -4.4726 10

GEORGE WILLIAM III - Officer CHIEF FINANCIAL OFFICER

2021-03-11 13:34:56 -0500 2021-03-09 M 12,000 d 0 direct

* -

Transaction Code Definitions
Code Definition
A Grant, award or other acquisition pursuant to Rule 16b-3(d)
C Conversion of derivative security
D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
E Expiration of short derivative position
F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
G Bona fide gift
H Expiration (or cancellation) of long derivative position with value received
I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
J Other acquisition or disposition
L Small acquisition under Rule 16a-6
M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
O Exercise of out-of-the-money derivative security
P Open market or private purchase of non-derivative or derivative security
S Open market or private sale of non-derivative or derivative security
U Disposition pursuant to a tender of shares in a change of control transaction
W Acquisition or disposition by will or the laws of descent and distribution
X Exercise of in-the-money or at-the-money derivative security
Z Deposit into or withdrawal from voting trust

IBR Securities Loan Availability

Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

Security Date/Time Rebate Rate Fee Rate Shares Available
COMFORT SYSTEMS USA INC FIX 2021-05-05 22:15:02 UTC -0.5205 0.5705 2500000
COMFORT SYSTEMS USA INC FIX 2021-05-05 21:45:03 UTC -0.5205 0.5705 2500000
COMFORT SYSTEMS USA INC FIX 2021-05-05 21:15:03 UTC -0.5205 0.5705 2500000
COMFORT SYSTEMS USA INC FIX 2021-05-05 20:45:03 UTC -0.5205 0.5705 2500000
COMFORT SYSTEMS USA INC FIX 2021-05-05 20:15:03 UTC -0.5205 0.5705 2500000
COMFORT SYSTEMS USA INC FIX 2021-05-05 19:45:02 UTC -0.5205 0.5705 2500000
COMFORT SYSTEMS USA INC FIX 2021-05-05 19:15:03 UTC -0.5205 0.5705 2500000
COMFORT SYSTEMS USA INC FIX 2021-05-05 18:45:03 UTC -0.5205 0.5705 2500000
COMFORT SYSTEMS USA INC FIX 2021-05-05 18:15:03 UTC -0.5205 0.5705 2500000
COMFORT SYSTEMS USA INC FIX 2021-05-05 17:45:03 UTC -0.5205 0.5705 2500000
COMFORT SYSTEMS USA INC FIX 2021-05-05 17:15:03 UTC -0.5205 0.5705 2500000
COMFORT SYSTEMS USA INC FIX 2021-05-05 16:45:03 UTC -0.5205 0.5705 2500000
COMFORT SYSTEMS USA INC FIX 2021-05-05 16:15:03 UTC -0.5205 0.5705 2500000
COMFORT SYSTEMS USA INC FIX 2021-05-05 15:45:03 UTC -0.5205 0.5705 2500000
COMFORT SYSTEMS USA INC FIX 2021-05-05 15:15:02 UTC -0.5205 0.5705 2500000
COMFORT SYSTEMS USA INC FIX 2021-05-05 14:45:04 UTC -0.5205 0.5705 2500000
COMFORT SYSTEMS USA INC FIX 2021-05-05 14:15:03 UTC -0.5205 0.5705 2500000
COMFORT SYSTEMS USA INC FIX 2021-05-05 13:45:03 UTC -0.5205 0.5705 2500000
COMFORT SYSTEMS USA INC FIX 2021-05-05 13:15:03 UTC -0.5205 0.5705 2500000
COMFORT SYSTEMS USA INC FIX 2021-05-05 12:45:02 UTC -0.5205 0.5705 2500000

Current Active Short Positions

Holder Issuer Net Short Position Position Date Origin
FundVantage Trust- Gotham Enhanced Index Plus Fund FIX -47.0 shares, $-1717.85 2020-03-31 N-PORT
FundVantage Trust- Gotham Index Plus All-Cap Fund FIX -31.0 shares, $-1133.05 2020-03-31 N-PORT
Blackstone Alternative Investment Funds- Blackstone Alternative Multi-Strategy Fund FIX -700.0 shares, $-36862.0 2020-12-31 N-PORT

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