Form 8-K · Current report
Comfort Systems USA 8-K, filed Oct 22, 2026
- Filed
- CIK
- 0001035983
- Accession no.
- 0001104659-26-118149
Summary
Comfort Systems USA announced that Executive Vice President and Chief Financial Officer Bill George will retire following the filing of the company's annual report for the year ending December 31, 2026, and that Senior Vice President and Chief Accounting Officer Julie Shaeff will be promoted to succeed him as CFO at that time. Chief Executive Officer Brian E. Lane credited the transition to succession planning, and the company said the compensation committee has not yet set Shaeff's compensation in the new role.
Key points
- William "Bill" George, who helped found Comfort Systems USA in 1997 and has been its CFO since May 2005, will retire effective after the company files its annual report on Form 10-K for the year ending December 31, 2026.
- Julie Shaeff, Senior Vice President and Chief Accounting Officer, will succeed George as Executive Vice President and Chief Financial Officer on the same transition date.
- The company said George's retirement was not the result of any disagreement over operations, policies or practices, and that his time-based and performance-based restricted stock units will remain outstanding and continue to vest.
- The Compensation Committee has not yet determined changes to Shaeff's compensation, and the company will file an amendment to the Form 8-K within four business days after any such determination.
Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.
Items reported
- 5.02Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
- 7.01Regulation FD Disclosure
- 9.01Financial Statements and Exhibits
From the filing
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. …
An excerpt of the text as filed with the SEC, cut for length.
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