Compass, Inc. (COMP)

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

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.

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.

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.

Insider Trading Filed: 2026-01-08

Key Insights

Ethan Glass, the Chief Legal Officer of Compass, Inc., exercised 101,732 restricted stock units (RSUs) and sold 51,859 shares to cover tax withholding, reducing his direct beneficial ownership to 49,873 shares.
The RSUs exercised by Glass were granted in two tranches, with 38,149 shares vesting on a quarterly schedule through September 2029 and 63,583 shares vesting in four equal installments through September 2026.
The transactions appear to be part of Glass's standard compensation and equity incentive arrangements, and do not indicate any major changes in his ownership or the company's outlook.

Current Report Filed: 2026-01-08

Key Insights

Compass, Inc. has announced the pricing of $850 million in convertible senior notes due 2031, providing additional liquidity and financial flexibility.
The company plans to use the net proceeds to repay existing indebtedness of Anywhere Real Estate Inc. upon completion of the proposed merger, as well as for general corporate purposes.
The convertible notes offer an attractive conversion premium of 35% over the last reported share price, and Compass has entered into capped call transactions to offset potential dilution.

Current Report Filed: 2026-01-07

Key Insights

Compass, Inc. (COMP) is merging with Anywhere Real Estate Inc. (ANYWHERE), with the former becoming a wholly-owned subsidiary of the latter. This strategic move aims to expand Compass's real estate brokerage services.
Compass shareholders approved the issuance of new Class A common stock to Anywhere shareholders as part of the merger agreement, suggesting investor support for the transaction.
The company held a special meeting of shareholders to vote on the merger-related proposals, indicating progress in the integration process.

Current Report Filed: 2026-01-07

Key Insights

Compass Inc. has raised its Q4 2025 guidance, with revenue expected at the high end of the previous range and adjusted EBITDA slightly above the high end of the range.
The company added over 800 principal agents in Q4 2025, indicating continued growth in its real estate agent network.
Compass has received HSR clearance for its proposed merger with Anywhere Real Estate Inc., moving the deal one step closer to completion, which is expected shortly after all closing conditions are satisfied.

Insider Trading Filed: 2026-01-02

Key Insights

Robert L. Reffkin, the Chairman and CEO of Compass, Inc., has acquired 1,101,954 restricted stock units (RSUs) that vest over the next 4 years, indicating his continued commitment to the company's long-term success.
The large RSU grant to the CEO suggests that the company's board and management team believe in the company's growth potential and are incentivizing the CEO to drive that growth.
Investors may want to closely monitor Reffkin's future stock transactions, as insider buying or selling can signal management's confidence in the company's prospects.

Current Report Filed: 2025-12-29

Key Insights

Compass and Anywhere are facing lawsuits from purported stockholders alleging disclosure deficiencies in the joint proxy statement/prospectus, which the companies believe are without merit but are voluntarily making supplemental disclosures to avoid potential delays and expenses.
Compass and Anywhere have revised the table on page 67 of the joint proxy statement/prospectus to include additional broker price targets and dates.
The companies have also amended and supplemented the second paragraph on page 71 of the joint proxy statement/prospectus related to the illustrative discounted cash flow analysis for Anywhere on a stand-alone basis.

Key Insights

Key Insights

Key Insights

Key Insights

Key Insights

Key Insights

Key Insights

Key Insights

Key Insights

Key Insights

Key Insights

Key Insights

Key Insights

Key Insights

Key Insights

Key Insights

Key Insights

Key Insights

Important Information