---
schema_version: "secwatch.filing_event.v1"
accession: "0001104659-26-118149"
form_type: "8-K"
ticker: "FIX"
cik: "0001035983"
company_name: "COMFORT SYSTEMS USA INC"
filed_at: "2026-10-22T20:05:46+00:00"
generated_at: "2026-10-22T20:07:26.177352+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.55
calibrated_materiality_score: 0.55
confidence: "high"
source: SEC EDGAR
---

# Comfort Systems CFO Bill George to retire after FY2026 10-K; CAO Julie Shaeff named successor

## Summary
- Bill George, EVP and CFO, will retire effective after the company files its FY2026 Form 10-K; he co-founded Comfort Systems in 1997 and has been CFO since May 2005.
- Julie Shaeff, currently SVP and Chief Accounting Officer, will become EVP and CFO on the transition date; she has been CAO since May 2005 and with the company since 1999.
- Company said George's retirement was not the result of any disagreement on operations, policies or practices; he meets the 'Rule of 75' and his RSUs continue to vest.
- The Compensation Committee has not yet set Shaeff's compensation as CFO; the company will file a Form 8-K amendment within four business days after that determination.
- CEO Brian Lane credited 'thoughtful succession planning' and cited Shaeff's 25-plus years in the finance organization; Shaeff is a CPA and Texas A&M accounting graduate.

## SEC filing metadata
- accession: 0001104659-26-118149
- form_type: 8-K
- ticker: FIX
- cik: 0001035983
- company_name: COMFORT SYSTEMS USA INC
- filed_at: 2026-10-22T20:05:46+00:00
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.55
- calibrated_materiality_score: 0.55
- confidence: high
- sec_items: 5.02, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1035983/000110465926118149/0001104659-26-118149-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1035983/000110465926118149/tm2628079d1_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001104659-26-118149
- JSON: https://secwatch.observer/filing/0001104659-26-118149.json
- Plain text: https://secwatch.observer/filing/0001104659-26-118149.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.