By Mackenzie Tatananni

Comfort Systems USA, a supplier of construction services to data centers, has become one of Wall Street's favorite ways to play the artificial-intelligence boom. Now, company insiders are taking profits on the heels of strong quarterly results.

Shares of the HVAC and plumbing company have jumped more than 2,000% over the past five years, outperforming the S&P 500 and AI darling Nvidia.

The company's latest quarterly earnings, posted on Feb. 19, gave the stock another boost. Since that report, four insiders at the firm have sold shares, and another four have signaled their intent to sell.

Chief Financial Officer George William III sold 9,000 shares for a total of $13.3 million on Monday. A Form 4 filed with the Securities and Exchange Commission shows William exercised his right to buy the shares for $42.50 apiece on the same day before selling them for roughly $1,434.97 each.

Following the transaction, William directly owned 37,824 shares or $54.9 million worth of company stock based on Wednesday's closing price of $1,450.60.

Also on Monday, company director Pablo Mercado sold 500 shares for $1,405 apiece, according to a separate filing. The sale brought Mercado's direct holdings to 3,500 shares, valued at roughly $5.1 million.

Ellen Skidmore, another director, sold 1,000 shares at $1,425 each on Tuesday, another filing shows. Skidmore directly owned 12,627 shares after the sale, worth $18.3 million.

The most recent sale occurred on Thursday when director William Sandbrook sold 2,500 shares for around $1,443.32 apiece. At last check, Sandbrook held 8,996 shares directly and 170 shares indirectly, according to an SEC filing.

Other forms filed Tuesday and Wednesday with the agency indicate that four additional insiders are gearing up to sell shares. Among them is Reed Terrence, the company's senior vice president and chief human resources officer.

Barron's reached out to Comfort Systems for comment on the transactions.

Comfort Systems provides mechanical, electrical, and plumbing services through a network of contracting businesses across the U.S.

Inside Scoop is a regular Barron's feature covering stock transactions by corporate executives and board members -- so-called insiders -- as well as large shareholders, politicians, and other prominent figures. Due to their insider status, these investors are required to disclose stock trades with the Securities and Exchange Commission or other regulatory groups.

Write to Mackenzie Tatananni at mackenzie.tatananni@barrons.com

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February 26, 2026 14:45 ET (19:45 GMT)

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