Compass, Inc.
COMPFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Compass, Inc. Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 7 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 17, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| IMA Advisory Services, Inc. | 2026-03-31 | 115 | $840 | SEC filing |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2026-03-31 | 11,560 | $84.5K | SEC filing |
| NORTHERN TRUST CORP | 2026-03-31 | 5,600,446 | $40.9M | SEC filing |
| Parallel Advisors, LLC | 2026-03-31 | 7,565 | $55.3K | SEC filing |
| Cambridge Investment Research Advisors, Inc. | 2026-03-31 | 68,225 | Not shown | SEC filing |
| EMERALD MUTUAL FUND ADVISERS TRUST | 2026-03-31 | 1,462,683 | $10.7M | SEC filing |
| Inscription Capital, LLC | 2026-03-31 | 11,235 | $82.1K | SEC filing |
| WealthCare Investment Partners, LLC | 2026-03-31 | 46,413 | $368K | SEC filing |
| GM Advisory Group, LLC | 2026-03-31 | 14,000 | $102K | SEC filing |
| HARBOR CAPITAL ADVISORS, INC. | 2026-03-31 | 148,270 | Not shown | SEC filing |
| Arlington Trust Co LLC | 2026-03-31 | 13,992 | $102K | SEC filing |
| IEQ CAPITAL, LLC | 2026-03-31 | 204,682 | $1.5M | SEC filing |
| CAPTRUST FINANCIAL ADVISORS | 2026-03-31 | 154,273 | $1.13M | SEC filing |
| INTERCAPITAL, LLC | 2026-03-31 | 868,462 | $6.35M | SEC filing |
| Americana Partners, LLC | 2026-03-31 | 35,454 | $259K | SEC filing |
| North Star Investment Management Corp. | 2026-03-31 | 76 | $556 | SEC filing |
| Rubric Capital Management LP | 2026-03-31 | 3,746,848 | $27.4M | SEC filing |
| World Investment Advisors | 2026-03-31 | 11,864 | $86.7K | SEC filing |
| Heritage Wealth Advisors | 2026-03-31 | 115 | $837 | SEC filing |
- Each value is checked against Compass, Inc.'s share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 2 rows: the filed value is about 1,000 times too small for the share count at Compass, Inc.'s share price.
- 1 row left out: the value per share it reports is far from Compass, Inc.'s share prices on file from around the report date, far from the value most filers reported for that date, or the value of a security already left out, so it may describe another security or share class.
120 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Compass, Inc.'s recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2025-03-24 · SB INVESTMENT ADVISERS (UK) LTD: Larger than 43 of the 44 other insider sales of Class A Common Stock on file. SEC filing
- 2025-02-19 · Reffkin Robert L.: Larger than 40 of the 44 other insider sales of Class A Common Stock on file. SEC filing
- 2025-02-19 · Reffkin Robert L.: Larger than 40 of the 44 other insider sales of Class A Common Stock on file. SEC filing
- 2024-12-17 · SB INVESTMENT ADVISERS (UK) LTD: Larger than 43 of the 44 other insider sales of Class A Common Stock on file. SEC filing
- 2024-09-13 · SB INVESTMENT ADVISERS (UK) LTD: Larger than 42 of the 44 other insider sales of Class A Common Stock on file. SEC filing
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-06-03 | Reffkin Robert L. · Chairman and CEO | Class A Common Stock | S — Open market or private sale | −600 | 8.28 | SEC filing |
| 2026-06-03 | Reffkin Robert L. · Chairman and CEO | Class A Common Stock | S — Open market or private sale | −22,856 | 7.68 | SEC filing |
| 2026-01-07 | Wahlers Scott R. · CFO | Class A Common Stock | S — Open market or private sale | −99,986 | 12.03 | SEC filing |
| 2025-12-17 | Wahlers Scott R. · CFO | Class A Common Stock | S — Open market or private sale | −26,600 | 11.00 | SEC filing |
| 2025-12-12 | Wahlers Scott R. · CFO | Class A Common Stock | S — Open market or private sale | −23,500 | 11.00 | SEC filing |
| 2025-11-25 | Serwin Bradley K · General Counsel | Class A Common Stock | S — Open market or private sale | −20,953 | 11.00 | SEC filing |
| 2025-11-25 | Wahlers Scott R. · CFO | Class A Common Stock | S — Open market or private sale | −49,900 | 11.00 | SEC filing |
| 2025-11-24 | Serwin Bradley K · General Counsel | Class A Common Stock | S — Open market or private sale | −20,952 | 10.50 | SEC filing |
Showing 8 of 10 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-15 | Glass Ethan Charles · Chief Legal Officer | Class A Common Stock | M — Exercise or conversion of derivative security | +101,733 | SEC filing |
| 2026-06-15 | Wahlers Scott R. · CFO | Restricted Stock Unit (RSU) | M — Exercise or conversion of derivative security | −27,671 | SEC filing |
| 2026-06-15 | Wahlers Scott R. · CFO | Restricted Stock Unit (RSU) | M — Exercise or conversion of derivative security | −19,795 | SEC filing |
| 2026-06-15 | Gustavson Timothy B. · Chief Accounting Officer | Restricted Stock Unit (RSU) | M — Exercise or conversion of derivative security | −2,299 | SEC filing |
| 2026-06-15 | Glass Ethan Charles · Chief Legal Officer | Restricted Stock Unit (RSU) | M — Exercise or conversion of derivative security | −38,150 | SEC filing |
| 2026-06-15 | Gustavson Timothy B. · Chief Accounting Officer | Class A Common Stock | M — Exercise or conversion of derivative security | +2,299 | SEC filing |
| 2026-06-15 | Glass Ethan Charles · Chief Legal Officer | Restricted Stock Unit (RSU) | M — Exercise or conversion of derivative security | −63,583 | SEC filing |
| 2026-06-15 | Wahlers Scott R. · CFO | Class A Common Stock | M — Exercise or conversion of derivative security | +47,466 | SEC filing |
Showing 8 of 38 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2025-02-19 | Reffkin Robert L. · Chairman and CEO | Class C Common Stock | D — Disposition to the issuer | −1,636,354 | SEC filing |
| 2024-12-18 | Reffkin Robert L. · Chairman and CEO | Class C Common Stock | D — Disposition to the issuer | −3,000,000 | SEC filing |
| 2024-11-06 | Reffkin Robert L. · Chairman and CEO | Class C Common Stock | D — Disposition to the issuer | −1,000,000 | SEC filing |
| 2024-09-13 | Reffkin Robert L. · Chairman and CEO | Class C Common Stock | D — Disposition to the issuer | −1,000,000 | SEC filing |
Showing 4 of 4 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.