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EdgarHawk

Shaeff Julie

CHIEF ACCOUNTING OFFICER

Officer

Latest: CHIEF ACCOUNTING OFFICER selling · May 2026

2 filings analyzed · 1 company · Latest 2026-05-11

Companies

Company Buys Sells Direction
COMFORT SYSTEMS USA INC FIX 0 2 Net selling

Activity

May 2026
medium
Sell
1,123 shares
$2,246,416
Significance 4/10

Chief Accounting Officer Shaeff sells 1,123 shares worth $2.2M, her fifth open-market sale in 36 months with a poor track record of timing.

Julie Shaeff, serving as Chief Accounting Officer, sold a significant portion of her holdings—roughly 8 percent of her stake—in a single transaction, marking her fifth open-market sale within the past three years. The sale occurred after the stock had advanced sharply in recent months and now sits modestly below its 52-week peak, suggesting she chose to exit into strength rather than weakness. Her prior exit at FIX, just weeks earlier, was poorly timed; the stock rose notably in the months that followed, and this pattern of selling into rallies repeats with today's transaction. The company itself remains fundamentally sound—profitable with accelerating revenue growth—yet Shaeff's consistent history of unwinding positions when the stock strengthens rather than during pullbacks suggests she may be managing her personal concentration risk rather than responding to negative business signals. For a retail investor, the key question is whether this reflects routine portfolio housekeeping or a signal of caution; the poorly-timed prior exit and the current sale into a near-peak price lean toward the former.

March 2026
low
Sell
2,287 shares
$3,160,974
Significance 4/10

CAO Shaeff Julie sold 2,287 shares ($3.2M) at $1,382.15; retains 13.7K shares post-transaction.

Shaeff Julie, Chief Accounting Officer of Comfort Systems USA (FIX), executed a sale of 2,287 shares for $3,160,974.08 on 2026-03-03, reducing her holdings by 14.3% from 16,023 to 13,736 shares. The transaction occurred at $1,382.15 per share, approximately 2.6% below the current market price of $1,430.38 and near the 52-week trading range. The company's recent financial performance shows strong growth—annual revenue increased 29.5% to $2.5B in the latest quarter with net income of $291.6M—though the stock trades at a P/E of 37.61, reflecting elevated valuation multiples. The sale represents a modest portfolio reduction by a financial officer with substantial continuing holdings and does not indicate a material change in insider stake relative to company fundamentals or market conditions.

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