William Iii George

CFO of FIX sells 5,000 shares worth ~$9.8M in two transactions; stock rallying 28% in past month but insider shows mixed timing history on prior exits.

William George, the CFO of Comfort Systems USA, has completed his ninth and tenth open-market sales in the past three years, disposing of 5,000 shares across two transactions in early May and netting approximately $9.8 million. The stock has appreciated sharply over the past month and sits just below its 52-week high, a backdrop that might suggest a profitable exit—yet George's historical timing on prior sales at this ticker paints a complicated picture. His prior five sales at Comfort Systems show mixed results: four times the stock rose in the weeks and months following his exit, meaning he sold into strength rather than capturing downside; only once did the stock decline after his sale, making that exit well-timed. The company itself remains profitable with strong revenue growth, operating at a substantial market scale, so the sales are not driven by fundamental deterioration. However, the CFO's repeated selling pattern, combined with his track record of exits that were predominantly poorly-timed over longer periods, suggests caution rather than conviction about near-term prospects—even as near-term price momentum remains positive.

CFO George William III sold 9,000 FIX shares at $1,434.97 for $12.9M; stock now at $1468.58 (+0.0% from 52-week high)

CFO George William III sold 9,000 shares (19.2% of his pre-transaction holdings) on 2026-02-23 at $1,434.97, reducing his stake from 46.8K to 37.8K shares. The sale occurred when FIX was at its 52-week high ($1468.58 current price, +0.0% from peak), and followed a sharp run: 30-day +31.0%, 90-day +51.2%. At same-ticker history, his prior four measurable sales at FIX—spanning 2024 to 2025—produced an 0 of 4 well-timed rate at 90 days (average 90-day returns: +2.2%, +47.5%, +38.3%, +2.0%), indicating a pattern of selling during or after rallies. Against FIX fundamentals of $2.5B revenue and +29.5% annual growth, the company trades at a P/E of 38.62, signaling a premium valuation. This sale at all-time highs and reduced insider holdings warrant attention to whether recent momentum reflects sustainable business drivers or extended valuation.

CFO George William III sold 4,370 FIX shares for $4.2M; holds 37,824 post-sale amid 39.97 P/E valuation

George William III, CFO of Comfort Systems USA, sold 4,370 shares at $958.88 on 2025-12-01 for $4,190,299.05, reducing his holdings by 10.4% to 37,824 shares. The sale occurred near the 52-week high of $1010.64 (within -6.1% of peak), and the stock is valued at a P/E of 39.97 with strong fundamentals: $2.5B quarterly revenue, $291.6M net income, and 35.0% annual revenue growth. His prior trades at FIX show 5 consecutive sells (spanning Feb 2024 to Aug 2025) where the stock subsequently rose an average of 29.4% over 90 days post-sale, indicating poorly-timed executions relative to subsequent price appreciation. The current sale, occurring near the 52-week high, deviates from a consistent pattern of selling into strength that has not been well-timed to downturns.

CFO sold 8,436 shares of FIX at $692.60; stock now at $718.61 (+0.0% vs 52-week high, +33.2% in 30d).

GEORGE WILLIAM III, Chief Financial Officer, sold 8,436 shares (8.4K shares) on 2025-08-08 at $692.60, reducing his stake to 47,473 shares (47.5K shares) — a -15.1% reduction from his pre-transaction holdings of 55,909 shares (55.9K shares). The stock has appreciated significantly since the sale, rising +33.2% over 30 days and +53.7% over 90 days, placing the current price of $718.61 at the 52-week high. His same-ticker sell history at FIX shows 4 prior sales, with 0 of 4 well-timed at the 90-day mark (all returned positive, meaning the stock rose after each sale). The company's fundamentals show strong momentum — annual revenue growth of +35.0%, net income of $230,848,000.00 ($230.8M), and a market cap of $25,353,604,221.72 ($25.4B) — though the elevated P/E of 36.63 reflects current valuation. The timing of this sale in an uptrend, coupled with the CFO's consistent pattern of selling into strength at this ticker without capturing subsequent declines, warrants attention to whether market conditions or company-specific factors are shifting.

CFO George William III sells 12,500 FIX shares for $5.9M; stock +33.0% in 30 days post-sale, +18.3% in 90 days

George William III, Chief Financial Officer, executed a $5,876,422.50 sale of 12,500 shares at $470.11 on 2025-05-13, reducing his holdings by 20.8% from 59,973 to 47,473 shares. The sale occurred during a period of strong stock momentum: the stock has appreciated 33.0% over the prior 30 days and 18.3% over the prior 90 days, currently trading at $467.51—15.0% below its 52-week high of $550.27. Reviewing his same-ticker history at FIX, all three prior insider sales were poorly timed at the 90-day horizon (avg 90d return +20.0%), with the stock rising after each sale rather than falling. This transaction carries additional weight given FIX's strong fundamentals: revenue growth of 35.0% year-over-year, quarterly revenue of $1.8B, and a market cap of $16.5B, suggesting the company is in an expansion phase. The sale's timing—amid an equity run-up and post-strong quarterly results—alongside the consistent pattern of prior sales coinciding with subsequent stock appreciation, warrants investor attention to the underlying business drivers and any forward guidance.

CFO George William III sells 5,436 shares of FIX at $459.72 for $2.5M; stock near 52-week high of $466.70

CFO George William III sold 5,436 shares at $459.72, reducing holdings by 9.9% to 49,663 shares post-transaction. The sale occurred when FIX is trading at $463.03, just 0.8% below its 52-week high of $466.70, and reflects strong recent momentum with a 30-day return of +11.4% and 90-day return of +40.5%. At his prior two trades at FIX (sell on 2024-08-20 and sell on 2024-02-26), subsequent 30-day returns were +14.5% and +14.0% respectively, indicating the stock continued to rise after his prior sales at this ticker. The company trades at a P/E of 35.21 with accelerating fundamentals: $1.8B in latest-quarter revenue, $146.2M net income, and 25.8% annual revenue growth. His cross-ticker historical track record shows an average 90-day return after sells of +22.7% with a 0.00% well-timed rate, meaning prior sales have not preceded declines. This transaction lacks clear evidence of prescient timing relative to his own or the broader historical pattern.

CFO George William III sold 5,845 shares of FIX at $332.16 on 2024-08-20, retaining 55,099 shares post-transaction.

George William III, CFO of Comfort Systems USA Inc, executed a discretionary open-market sale of 5,845 shares for $1,941,464.09, reducing his holdings by 9.6%. The sale occurred near the 52-week high of $347.21 (at 99.1% of peak), and the company is trading at a 28.74 P/E multiple against robust fundamentals (annual revenue growth of +25.8%, quarterly net income of $134.0M). His cross-ticker track record shows 1 prior sell with a 90-day return of +22.7%, indicating the stock rose after that trade — a poorly-timed outcome. At this specific ticker, his prior February 2024 sale at FIX also saw the stock rise 22.7% over 90 days, establishing a pattern of post-sale appreciation. The current sale near 52-week highs, against a backdrop of strong business performance and insider's prior sub-optimal sell timing, presents a data point for monitoring but does not itself constitute a material reversal of confidence.