Feb. 26 at 8:51 PM
Comfort Systems USA , an HVAC and plumbing contractor tied to data center construction, has surged more than 2,000% over the past five years—outperforming both the S&P 500 and AI leader Nvidia.
After strong fourth-quarter earnings on Feb. 19, insiders began taking profits. Four executives and directors have already sold shares, while four more have disclosed plans to sell.
CFO George William III exercised options at
$42.50 per share and sold 9,000 shares for about
$13.3 million at roughly
$1,435 each. He still holds 37,824 shares valued near
$55 million. Director Pablo Mercado sold 500 shares, Ellen Skidmore sold 1,000 shares, and William Sandbrook sold 2,500 shares. Additional filings show more planned insider sales, including from senior HR executive Reed Terrence.
Despite the insider selling, Comfort Systems remains a major AI infrastructure play, providing mechanical, electrical, and plumbing services for data centers nationwide.
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