UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM
CURRENT REPORT
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ITEM 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers.
(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.
(c) Julie Shaeff, currently the Company's Senior Vice President and Chief Accounting Officer, has been appointed to succeed Mr. George as Executive Vice President and Chief Financial Officer, effective as of the Transition Date.
Ms. Shaeff's age, business experience and other related information is included in Part I, Item 4A of the Company's Annual Report on Form 10-K for the year ended December 31, 2025 and is incorporated by reference herein.
As of the date of this Current Report, the Compensation Committee of the Board has not determined any changes to Ms. Shaeff's compensation in connection with her appointment as Chief Financial Officer. The Company will file an amendment to this Current Report on Form 8-K within four business days after such determination is made.
There are no arrangements or understandings between Ms. Shaeff and any other person pursuant to which she was appointed as Chief Financial Officer. There are no family relationships between Ms. Shaeff and any director or executive officer of the Company, and Ms. Shaeff has no direct or indirect material interest in any transaction required to be disclosed pursuant to Item 404(a) of Regulation S-K.
ITEM 7.01 Regulation FD Disclosure.
On October 22, 2026, the Company issued a press release announcing Mr. George's retirement and Ms. Shaeff's appointment. A copy of the press release is furnished herewith as Exhibit 99.1 and is incorporated by reference into this Item 7.01.
The information furnished under Item 7.01 of this Current Report on Form 8-K, including Exhibit 99.1, shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed to be incorporated by reference into any filing by the Company under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing.
ITEM 9.01 Financial Statements and Exhibits.
(d) Exhibits.
|
Exhibit |
Description | |
| 99.1 | Press Release of Comfort Systems USA, Inc. dated October 22, 2026, announcing leadership transitions and appointments. | |
| 104 | Cover Page Interactive Data File (the cover page XBRL tags are embedded within the Inline XBRL document). |
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
| COMFORT SYSTEMS USA, INC. | ||
| By: | /s/ Rachel R. Eslicker | |
|
Rachel R. Eslicker Senior Vice President and General Counsel |
Date: October 22, 2026