Compass, Inc. (COMP)

Insider Trading Filed: 2026-05-15

Key Insights

Director Martell Frank acquired 35,288 shares of Class A Common Stock through RSUs at $0 price on 05/14/2026, vesting by May 22, 2026 or the next annual meeting, indicating equity compensation tied to performance milestones.
An additional 27,702 RSUs were deferred under the Compass Deferred Compensation Plan, with a one-year vesting schedule (May 14, 2027), suggesting the executive is deferring compensation rather than taking immediate liquidity.
Martell Frank's total beneficial ownership stands at 248,233 shares when combining direct holdings (218,233) and indirect holdings through The Frank D. and Donna M. Martell Family Trust (30,000), demonstrating significant long-term commitment to the company.
The $0 acquisition price for RSUs is typical for restricted stock awards and does not represent actual stock purchases, so this transaction reflects compensation allocation rather than insider buying conviction.

Insider Trading Filed: 2026-05-15

Key Insights

Director Allan Leinwand acquired 35,288 shares of Class A Common Stock at $0 price on 05/14/2026, likely through a stock compensation or equity grant rather than an open market purchase, indicating company-approved insider compensation activity.
Leinwand holds substantial indirect beneficial ownership of 146,352 shares through the Leinwand Family Living Trust, demonstrating significant long-term alignment with the company's performance alongside direct holdings of 35,288 shares.
Two separate RSU grants totaling 62,990 shares were awarded with different vesting schedules: 35,288 shares vesting by May 22, 2026 (near-term) and 27,702 shares vesting by May 14, 2027 (longer-term), suggesting staged equity incentive compensation.
The $0 price notation combined with RSU structures indicates these are equity compensation awards rather than open market transactions, which is typical director/officer compensation but does not signal insider confidence through voluntary purchases at market rates.

Insider Trading Filed: 2026-05-15

Key Insights

Director Charles E. Phillips Jr. acquired 35,288 shares of Class A Common Stock on 05/14/2026 at $0 price, indicating this was a compensation grant rather than open market purchase, with total beneficial ownership reaching 236,642 shares.
Phillips received two separate RSU grants totaling 62,990 RSUs: 35,288 units vesting by May 22, 2026 (within 8 days) and 27,702 units vesting by May 14, 2027, suggesting significant equity incentive compensation tied to shareholder meetings.
The rapid vesting schedule of the first tranche (8 days from transaction date) is unusual and may indicate accelerated vesting due to an upcoming annual shareholder meeting or special corporate event.
As a director and substantial shareholder (236,642 shares directly owned), Phillips' equity compensation demonstrates the board's confidence in company direction, though the transaction itself is routine compensation rather than discretionary insider buying.

Insider Trading Filed: 2026-05-15

Key Insights

Director Steven J. Sordello acquired 35,288 shares of Class A Common Stock on 05/14/2026 at $0 price, indicating a compensation grant rather than open market purchase, increasing his direct beneficial ownership to 247,357 shares.
The filing reveals a significant RSU grant totaling 72,667 restricted stock units across three tranches with varying vesting schedules, suggesting executive compensation or board retention incentives with vesting dates ranging from May 2026 to May 2027.
One RSU tranche (35,288 units) has accelerated vesting on the earlier of the next annual meeting or May 22, 2026, indicating imminent shareholder meeting and potential immediate share dilution or compensation acceleration.

Insider Trading Filed: 2026-05-15

Key Insights

Director Pamela Thomas-Graham acquired 35,288 shares of Class A Common Stock at $0 price on 05/14/2026, indicating a vesting event rather than a market purchase, increasing her direct beneficial ownership to 186,588 shares.
Two separate RSU grants were vested/acquired on the same date with different vesting schedules: 35,288 RSUs vesting by May 22, 2026 (near-term) and 27,702 RSUs vesting by May 14, 2027, suggesting ongoing equity compensation for board service.
The transaction was executed through Ethan Glass as attorney-in-fact and appears to be a routine equity compensation event tied to director tenure rather than a discretionary insider buy signal or sell-off.
Total RSU holdings of 27,702 shares remain outstanding after the vesting event, representing deferred equity compensation with a full-year vesting timeline that could indicate continued board participation expectations.

Insider Trading Filed: 2026-05-15

Key Insights

Director Williams Dawanna acquired 35,288 shares of Class A Common Stock at $0 price on 05/14/2026, indicating a compensation grant rather than market purchase, with total beneficial ownership reaching 203,017 shares.
Two separate RSU grants totaling 62,990 shares were issued with different vesting schedules: 35,288 units vesting by May 22, 2026 (imminent), and 27,702 units vesting by May 14, 2027, suggesting staggered director compensation arrangements.
The transaction was executed through an attorney-in-fact (Ethan Glass) and filed the day after transaction date, indicating routine administrative processing of director equity compensation with no Rule 10b5-1 trading plan involvement.
The zero purchase price for both the common stock acquisition and RSU grants confirms these are non-cash equity compensation instruments rather than open market transactions, typical of director compensation packages.

Insider Trading Filed: 2026-05-15

Key Insights

Josh McCarter acquired 35,288 shares of Class A Common Stock at $0 price on 05/14/2026, indicating this was a non-cash equity grant rather than a market purchase, likely part of standard executive compensation.
McCarter holds significant indirect beneficial ownership of 182,159 shares through the McCarter Living Trust, demonstrating substantial long-term commitment to the company beyond his director role.
Two RSU grants totaling 62,990 shares were awarded with staggered vesting schedules (May 22, 2026 and May 14, 2027), with the near-term vesting aligning with the annual stockholder meeting, suggesting performance-based or time-based equity incentives.
The filing shows insider confidence through equity accumulation, as McCarter will own approximately 217,447 total shares (direct and indirect) post-settlement, though no material market purchases occurred.

Current Report Filed: 2026-05-15

Key Insights

All three Class II director nominees were successfully elected with substantial support, with Leinwand and Thomas-Graham receiving over 97% approval, though Phillips received notably lower support at 86% approval despite still being elected.
PricewaterhouseCoopers LLP was overwhelmingly ratified as the independent auditor for 2026 with 99.7% shareholder approval, indicating strong confidence in the Company's audit and financial reporting processes.
Shareholders approved executive compensation on an advisory basis with 96.1% support, suggesting stakeholder alignment with management's pay practices and strategy despite recent market volatility in real estate.
The Company maintains a multi-class share structure with Class C common stock holding 20 votes per share versus Class A's one vote, concentrating significant voting power among certain shareholders and potentially limiting minority investor influence.

Insider Trading Filed: 2026-05-05

Key Insights

Director Steven J. Sordello acquired 2,773 Class A Common Stock shares on May 1, 2026, at $0 price, indicating a vesting event of restricted stock units rather than a market purchase, which is routine compensation activity.
The RSU vesting schedule shows 25% quarterly vesting with final tranche on May 1, 2026, suggesting Sordello's equity compensation package is now fully vested, demonstrating long-term alignment with company performance over approximately one year.
Sordello's total beneficial ownership increased to 212,069 shares following the vesting event, representing meaningful insider stake that aligns his interests with shareholders, though the zero-price acquisition indicates equity compensation rather than voluntary market buying.

Current Report Filed: 2026-05-05

Key Insights

Compass announced Q1 2026 earnings results on May 5, 2026, with a press release and conference call scheduled to discuss financial performance for the quarter ended March 31, 2026.
The 8-K filing contains minimal substantive financial information, with actual earnings details relegated to the press release (Exhibit 99.1) rather than disclosed in the filing itself, limiting immediate visibility into specific financial metrics or guidance.
The filing was signed by CFO Scott Wahlers, indicating standard corporate disclosure procedures with no indication of unusual circumstances, leadership changes, or material agreements that would typically warrant elevated attention.

Current Report Filed: 2026-04-17

Key Insights

Compass has entered into a material transaction to restructure financial obligations with a company that operates Sotheby's International Realty franchisees. Compass will become a 51% holder of the parent company's common equity and receive installment payments on outstanding debt.
As part of the transaction, certain funds managed by Angelo, Gordon & Co. have been granted a put option that allows them to require Compass to purchase 100% of the parent company's senior preferred equity at a predetermined price.
Compass has not yet completed the valuation analysis necessary to determine the fair value of the put option, which could have a material impact on its financial statements.

Insider Trading Filed: 2026-03-18

Key Insights

Ethan Glass, the Chief Legal Officer of Compass, Inc. (COMP), exercised 101,733 restricted stock units (RSUs) and sold 50,970 shares to cover tax withholding obligations, resulting in a net increase of 50,763 shares of Class A common stock held directly.
Glass's total direct ownership of Class A common stock increased from 100,636 shares to 151,606 shares, demonstrating his continued commitment to the company.
The vesting and settlement of the RSUs were done in accordance with the company's equity compensation plan, providing Glass with additional equity incentives to align his interests with those of Compass shareholders.

Insider Trading Filed: 2026-03-18

Key Insights

The reporting person, Scott R. Wahlers, who is the Chief Financial Officer of Compass, Inc., exercised 56,690 restricted stock units (RSUs) and sold 28,941 shares to cover tax withholding obligations.
The RSU vesting schedule indicates that Wahlers will continue to receive shares of Compass's Class A common stock over the next several years, aligning his interests with those of the company and its shareholders.
The transaction appears to be a routine stock plan activity, suggesting no significant change in Wahlers' ownership or the company's financial condition.

Annual Report Filed: 2026-02-27

Key Insights

Compass, Inc. acquired Christie's International Real Estate, a luxury real estate brokerage business, in a strategic move to expand its residential real estate brokerage and title insurance/escrow settlement operations.
The company's Concierge Revolving Credit Facility experienced an increase in usage from 2024 to 2025, indicating potential liquidity needs or investment opportunities.
Compass continues to invest in its agent networks, technology, and franchise operations, which may drive future growth but also incur additional costs.

Current Report Filed: 2026-02-26

Key Insights

Compass, Inc. announced its financial results for the quarter and year ended December 31, 2025, which could indicate the company's overall financial performance and trends.
The company provided selected unaudited financial information of Anywhere Real Estate Inc. for the same period, which could provide insights into the financial performance of a related or affiliated company.
The filing does not contain any information about material agreements, leadership changes, or earnings surprises, which are typically the focus of 8-K filings.

Current Report Filed: 2026-02-23

Key Insights

Compass has appointed Timothy B. Gustavson as its new Chief Accounting Officer, effective March 2, 2026. Gustavson has significant experience in accounting and finance, having previously served as the Chief Accounting Officer, Controller and Senior Vice President of Anywhere Real Estate, Inc.
The appointment of a new Chief Accounting Officer may indicate a change in Compass's financial reporting or accounting practices, which could impact the company's financial performance and disclosures.
Compass's previous Chief Accounting Officer is not mentioned in the filing, suggesting this is a replacement rather than an addition to the executive team. The reasons for the change are not specified.

Insider Trading Filed: 2026-02-06

Key Insights

Robert L. Reffkin, the Chairman and CEO of Compass, Inc., exercised 1,154,593 stock options and sold 638,797 shares, likely for tax purposes.
Reffkin still holds a significant indirect ownership stake of 7,828,116 shares, suggesting he remains committed to the company's long-term success.
The company granted Reffkin additional restricted stock units (RSUs) that vest over the next several years, aligning his interests with those of shareholders.

Insider Trading Filed: 2026-02-04

Key Insights

Steven J. Sordello, a director of Compass, Inc., exercised 2,773 restricted stock units (RSUs) on February 2, 2026, resulting in the acquisition of 2,773 shares of the company's Class A common stock.
The RSUs vested in four equal installments on August 1, 2025, November 1, 2025, February 1, 2026, and May 1, 2026, or in full on the date of the next annual meeting if not fully vested.
Sordello's direct beneficial ownership of Compass, Inc. common stock increased to 209,296 shares following the reported transaction.

Current Report Filed: 2026-01-09

Key Insights

Compass, Inc. (COMP) completed its acquisition of Anywhere Real Estate Inc. on January 9, 2026, which will likely expand the company's geographic reach and product offerings.
Compass issued $1 billion in convertible senior notes due 2031, which will be used to repay existing Anywhere debt and fund the cost of related capped call transactions.
The notes are redeemable at the company's option starting in April 2029, subject to certain conditions around the trading price of Compass' common stock.

Insider Trading Filed: 2026-01-08

Key Insights

Scott R. Wahlers, the CFO of Compass, Inc. (COMP), exercised 76,329 restricted stock units (RSUs) and sold 99,986 shares of Class A common stock on January 6-7, 2026.
Wahlers' sale of shares was pursuant to a Rule 10b5-1 trading plan, suggesting pre-planned liquidity management rather than a bearish view on the company.
The transaction indicates ongoing insider activity and ownership changes, which could be of interest to investors monitoring management's financial decisions.

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