Public ownership evidence

Comfort Systems USA, Inc. (FIX) Ownership Disclosures

Read FIX insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent Form 4 activity

Comfort Systems USA, Inc.: source evidence dated 2026-10-10T12:08:28.848Z.

Available
2026-08-28
Trade date
2026-08-26
Reporting owners
Lane Brian E.
Code
S
Shares
16,024
Reported value
Not reported
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

SEC 0001448240-26-000019
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read FIX fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read FIX fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

See the complete recent form 4 activity

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2026-08-282026-08-26Lane Brian E.S16,024Not reported
2026-08-192026-08-17GEORGE WILLIAM IIIS2,554Not reported
2026-08-132026-08-11MYERS FRANKLINS4,000Not reported
2026-08-132026-08-10MYERS FRANKLINS3,500Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-298$15,856None
Cornerstone Financial Management LLC2026-03-312026-08-295$6,895None
Cornerstone Financial Management LLC2025-12-312026-08-295$4,666None
OPTIMIZE FINANCIAL INC.2026-06-302026-08-28264$523,235None
Corient Private Wealth LP2026-06-302026-08-28878$1,740,158None
Corient Private Wealth LP2026-06-302026-08-288,256$16,362,871None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-28247$489,542None
Principia Wealth Advisory, LLC2026-06-302026-08-271$1,982None
Principia Wealth Advisory, LLC2026-03-312026-08-271$1,379None
Advisors Asset Management, Inc.2025-03-312026-08-273,603$1,161,355None
Advisors Asset Management, Inc.2025-09-302026-08-275,675$4,682,897None
VIRGINIA RETIREMENT SYSTEMS ET Al2026-03-312026-08-26811$1,118,361None
VIRGINIA RETIREMENT SYSTEMS ET Al2026-06-302026-08-2633,856$67,100,899None
Advisors Asset Management, Inc.2025-06-302026-08-255,155$2,764,163None
CYBER HORNET ETFs LLC2026-06-302026-08-2595$188,285None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-2551,984$103,029,689None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-25103,029,689$51,984,000None
Advisors Asset Management, Inc.2024-09-302026-08-221,151$449,293None
Advisors Asset Management, Inc.2024-06-302026-08-22764$232,348None
Advisors Asset Management, Inc.2024-12-312026-08-222,289$970,673None
Advisors Asset Management, Inc.2025-12-312026-08-227,803$7,282,462None
WEST MICHIGAN ADVISORS, LLC2026-06-302026-08-22708$1,403,221None
Assenagon Asset Management S.A.2026-06-302026-08-2231,013$61,466,215None
Layline Advisors, LLC2026-06-302026-08-21184$365,533None
Harvest Fund Management Co., Ltd2026-06-302026-08-213,149$6,237,000None
Bullock Wealth Management Group2026-06-302026-08-204$7,461None
Kingsview Wealth Management, LLC2026-06-302026-08-201,028$2,037,926None
Prosperitas Financial LLC2026-06-302026-08-205,760$11,416,813None
Prosperitas Financial LLC2026-06-302026-08-201$1,982None
Archer Investment Corp2026-06-302026-08-20521$1,032,596None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-20145$287,383None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-20165$327,023None
Field & Main Bank2026-06-302026-08-2016$31,711None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2021,279$42,173,684None
CALIFORNIA FIRST LEASING CORP2026-06-302026-08-208,720$17,282,604None
Beacon Pointe Advisors, LLC2026-06-302026-08-19660$1,308,241None
JDM Financial Group LLC2026-06-302026-08-193$5,946None
TILIA FIDUCIARY PARTNERS, INC.2026-06-302026-08-19119$235,833None
Ensign Peak Advisors, Inc2026-03-312026-08-1928,394$39,155,042None
Ensign Peak Advisors, Inc2025-12-312026-08-1929,579$27,605,785None
Ensign Peak Advisors, Inc2025-09-302026-08-198,169$6,740,895None
Fulcrum Asset Management LLP2026-06-302026-08-191,284$2,502,118None
Livforsakringsbolaget Skandia, Omsesidigt2026-06-302026-08-19640$1,267,699None
Livforsakringsbolaget Skandia, Omsesidigt2026-06-302026-08-191,089$195,748None
Livforsakringsbolaget Skandia, Omsesidigt2026-06-302026-08-19240$475,387None
Strive Financial Group ,LLC2026-06-302026-08-185$9,910None
Coastal Bridge Advisors, LLC2026-06-302026-08-18103$204,141None
MASTERINVEST Kapitalanlage GmbH2026-06-302026-08-18133$263,599None
Caitlin John, LLC2026-06-302026-08-18648$1,284,304None
Value Aligned Research Advisors, LLC2026-06-302026-08-18243,607$482,816,894None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗OPTIMIZE FINANCIAL INC. ↗Corient Private Wealth LP ↗Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗Principia Wealth Advisory, LLC ↗Principia Wealth Advisory, LLC ↗Advisors Asset Management, Inc. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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