Comfort Systems USA Announces CFO Transition: Bill George to Retire, Julie Shaeff Named Successor

Executive Succession Summary

On October 16, 2026, Comfort Systems USA, Inc. was notified by William George of his planned retirement as Executive Vice President and Chief Financial Officer. His departure will take effect following the filing of the Company's Annual Report on Form 10-K for the fiscal year ending December 31, 2026.

Successor Appointment

• Appointee: Julie Shaeff, who has served as the Company's Chief Accounting Officer since May 2005 and Senior Vice President, has been appointed to succeed Mr. George as Executive Vice President and Chief Financial Officer on the Transition Date.
• Compensation: Compensation adjustments for Ms. Shaeff in connection with the CFO appointment have not yet been determined by the Compensation Committee and will be disclosed via a Form 8-K/A within four business days of determination.

Retirement & Equity Treatment

• Mr. George's departure was not due to any disagreement with the Company regarding operations, policies, or practices.
• Upon retirement, Mr. George will meet the requirements under the "Rule of 75," allowing his outstanding time-based and performance-based restricted stock units to remain outstanding and continue vesting in accordance with their terms.

Significance

While the departure of a 30-year founding executive and long-tenured CFO (in role since 2005) is a notable leadership change, the risk is mitigated by an orderly transition plan promoting an internal successor with over 25 years of service at the firm.