Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Compass, Inc.COMP · Entity 3646 | President, US Regional Ops | December 05, 2022 | December 07, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Compass, Inc.
Report date December 05, 2022 · Filed December 07, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 77,302 |
Ending reported balance
After 2022-12-05 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-12-05 · Exercise / conversion · Acquired 3,050 · Balance 78,402 F1: Each RSU represents a contingent right to receive one (1) share of the Issuer's Class A Common Stock upon settlement. Row 2 · 2022-12-05 · Tax withholding · Disposed 1,100 · Balance 77,302 F2: Represents shares withheld by Issuer to satisfy tax withholding obligations on the vesting of RSUs. |
| Restricted Stock Unit (RSU)SEC Table II · derivative / convertible security | Direct | 69,480 |
Reported balance
After 2022-12-05 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-12-05 · Exercise / conversion · Disposed 3,020 · Balance 69,480 F1: Each RSU represents a contingent right to receive one (1) share of the Issuer's Class A Common Stock upon settlement. F3: The RSUs vest as to 2.0833% of the total shares monthly, beginning on October 15, 2020, with 100% of the total shares vested on October 15, 2024, subject to the reporting person's provision of service to the Issuer on each vesting date. |
| Restricted Stock Unit (RSU)SEC Table II · derivative / convertible security | Direct | 300 |
Reported balance
After 2022-12-05 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2022-12-05 · Exercise / conversion · Disposed 30 · Balance 300 F1: Each RSU represents a contingent right to receive one (1) share of the Issuer's Class A Common Stock upon settlement. F4: The RSUs vest as to 2.0833% of the total shares monthly, beginning on October 15, 2019, with 100% of the total shares vested on September 25, 2023, subject to the reporting person's provision of service to the Issuer on each vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each RSU represents a contingent right to receive one (1) share of the Issuer's Class A Common Stock upon settlement.
F2: Represents shares withheld by Issuer to satisfy tax withholding obligations on the vesting of RSUs.
F3: The RSUs vest as to 2.0833% of the total shares monthly, beginning on October 15, 2020, with 100% of the total shares vested on October 15, 2024, subject to the reporting person's provision of service to the Issuer on each vesting date.
F4: The RSUs vest as to 2.0833% of the total shares monthly, beginning on October 15, 2019, with 100% of the total shares vested on September 25, 2023, subject to the reporting person's provision of service to the Issuer on each vesting date.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| January 05, 2022 Filed Jan 7, 2022 22:36 UTC | Compass, Inc. COMP · Entity 3646 | Tax withholdingClass A Common Stock | 1,278 | $8.86 | $11,323.08 |
DisclosureSEC source: 0001209191-22-002493 · doc4.xml · nonDerivative · entry 2 Navab Neda · CIK 0001847176 · President, East Region 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,284 F2 · kind: Represents shares withheld by Issuer to satisfy tax withholding obligations on the vesting of RSUs. Read SEC document |
| January 05, 2022 Filed Jan 7, 2022 22:36 UTC | Compass, Inc. COMP · Entity 3646 | Exercise / conversionClass A Common Stock | 3,050 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-002493 · doc4.xml · nonDerivative · entry 1 Navab Neda · CIK 0001847176 · President, East Region 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,562 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each RSU represents a contingent right to receive one (1) share of the Issuer's Class A Common Stock upon settlement. Read SEC document |
| December 03, 2021 Filed Dec 7, 2021 23:44 UTC | Compass, Inc. COMP · Entity 3646 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 3,020 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-068415 · doc4.xml · derivative · entry 4 Navab Neda · CIK 0001847176 · President, East Region 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,730 Underlying: Class A Common Stock · 3,020 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each RSU represents a contingent right to receive one (1) share of the Issuer's Class A Common Stock upon settlement. F4 · derivative.exercise_price: The RSUs vest as to 2.0833% of the total shares monthly, beginning on October 15, 2020, with 100% of the total shares vested on October 15, 2024, subject to the reporting person's provision of service to the Issuer on each vesting date. F4 · derivative.exercise_date: The RSUs vest as to 2.0833% of the total shares monthly, beginning on October 15, 2020, with 100% of the total shares vested on October 15, 2024, subject to the reporting person's provision of service to the Issuer on each vesting date. F4 · derivative.expiration_date: The RSUs vest as to 2.0833% of the total shares monthly, beginning on October 15, 2020, with 100% of the total shares vested on October 15, 2024, subject to the reporting person's provision of service to the Issuer on each vesting date. Read SEC document |
| December 03, 2021 Filed Dec 7, 2021 23:44 UTC | Compass, Inc. COMP · Entity 3646 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 30 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-068415 · doc4.xml · derivative · entry 3 Navab Neda · CIK 0001847176 · President, East Region 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 660 Underlying: Class A Common Stock · 30 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each RSU represents a contingent right to receive one (1) share of the Issuer's Class A Common Stock upon settlement. F3 · derivative.exercise_price: The RSUs vest as to 2.0833% of the total shares monthly, beginning on October 15, 2019, with 100% of the total shares vested on September 25, 2023, subject to the reporting person's provision of service to the Issuer on each vesting date. F3 · derivative.exercise_date: The RSUs vest as to 2.0833% of the total shares monthly, beginning on October 15, 2019, with 100% of the total shares vested on September 25, 2023, subject to the reporting person's provision of service to the Issuer on each vesting date. F3 · derivative.expiration_date: The RSUs vest as to 2.0833% of the total shares monthly, beginning on October 15, 2019, with 100% of the total shares vested on September 25, 2023, subject to the reporting person's provision of service to the Issuer on each vesting date. Read SEC document |
| December 03, 2021 Filed Dec 7, 2021 23:44 UTC | Compass, Inc. COMP · Entity 3646 | Tax withholdingClass A Common Stock | 1,164 | $9.23 | $10,743.72 |
DisclosureSEC source: 0001209191-21-068415 · doc4.xml · nonDerivative · entry 2 Navab Neda · CIK 0001847176 · President, East Region 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,512 F2 · kind: Represents shares withheld by Issuer to satisfy tax withholding obligations on the vesting of RSUs. Read SEC document |
| December 03, 2021 Filed Dec 7, 2021 23:44 UTC | Compass, Inc. COMP · Entity 3646 | Exercise / conversionClass A Common Stock | 3,050 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-068415 · doc4.xml · nonDerivative · entry 1 Navab Neda · CIK 0001847176 · President, East Region 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,676 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each RSU represents a contingent right to receive one (1) share of the Issuer's Class A Common Stock upon settlement. Read SEC document |
| November 03, 2021 Filed Nov 5, 2021 20:20 UTC | Compass, Inc. COMP · Entity 3646 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 20 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-063158 · doc4.xml · derivative · entry 3 Navab Neda · CIK 0001847176 · President, East Region 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 690 Underlying: Class A Common Stock · 20 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each RSU represents a contingent right to receive one (1) share of the Issuer's Class A Common Stock upon settlement. F3 · derivative.exercise_price: The RSUs vest as to 2.0833% of the total shares monthly, beginning on October 15, 2020, with 100% of the total shares vested on October 15, 2024, subject to the reporting person's provision of service to the Issuer on each vesting date. F3 · derivative.exercise_date: The RSUs vest as to 2.0833% of the total shares monthly, beginning on October 15, 2020, with 100% of the total shares vested on October 15, 2024, subject to the reporting person's provision of service to the Issuer on each vesting date. F3 · derivative.expiration_date: The RSUs vest as to 2.0833% of the total shares monthly, beginning on October 15, 2020, with 100% of the total shares vested on October 15, 2024, subject to the reporting person's provision of service to the Issuer on each vesting date. Read SEC document |
| November 03, 2021 Filed Nov 5, 2021 20:20 UTC | Compass, Inc. COMP · Entity 3646 | Tax withholdingClass A Common Stock | 8 | $12.91 | $103.28 |
DisclosureSEC source: 0001209191-21-063158 · doc4.xml · nonDerivative · entry 2 Navab Neda · CIK 0001847176 · President, East Region 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,626 F2 · kind: Represents shares withheld by Issuer to satisfy tax withholding obligations on the vesting of RSUs. Read SEC document |
| November 03, 2021 Filed Nov 5, 2021 20:20 UTC | Compass, Inc. COMP · Entity 3646 | Exercise / conversionClass A Common Stock | 20 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-063158 · doc4.xml · nonDerivative · entry 1 Navab Neda · CIK 0001847176 · President, East Region 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,634 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each RSU represents a contingent right to receive one (1) share of the Issuer's Class A Common Stock upon settlement. Read SEC document |
| October 28, 2021 Filed Nov 1, 2021 22:41 UTC | Compass, Inc. COMP · Entity 3646 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 36,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-062244 · doc4.xml · derivative · entry 5 Navab Neda · CIK 0001847176 · President, East Region 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,750 Underlying: Class A Common Stock · 36,250 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each RSU represents a contingent right to receive one (1) share of the Issuer's Class A Common Stock upon settlement. F5 · derivative.exercise_price: The RSUs vest as to 2.0833% of the total shares monthly, beginning on October 15, 2020, with 100% of the total shares vested on October 15, 2024, subject to the reporting person's provision of service to the Issuer on each vesting date. F5 · derivative.exercise_date: The RSUs vest as to 2.0833% of the total shares monthly, beginning on October 15, 2020, with 100% of the total shares vested on October 15, 2024, subject to the reporting person's provision of service to the Issuer on each vesting date. F5 · derivative.expiration_date: The RSUs vest as to 2.0833% of the total shares monthly, beginning on October 15, 2020, with 100% of the total shares vested on October 15, 2024, subject to the reporting person's provision of service to the Issuer on each vesting date. Read SEC document |
| October 28, 2021 Filed Nov 1, 2021 22:41 UTC | Compass, Inc. COMP · Entity 3646 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 710 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-062244 · doc4.xml · derivative · entry 4 Navab Neda · CIK 0001847176 · President, East Region 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 710 Underlying: Class A Common Stock · 710 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each RSU represents a contingent right to receive one (1) share of the Issuer's Class A Common Stock upon settlement. F4 · derivative.exercise_price: The RSUs vest as to 2.0833% of the total shares monthly, beginning on October 15, 2019, with 100% of the total shares vested on September 25, 2023, subject to the reporting person's provision of service to the Issuer on each vesting date. F4 · derivative.exercise_date: The RSUs vest as to 2.0833% of the total shares monthly, beginning on October 15, 2019, with 100% of the total shares vested on September 25, 2023, subject to the reporting person's provision of service to the Issuer on each vesting date. F4 · derivative.expiration_date: The RSUs vest as to 2.0833% of the total shares monthly, beginning on October 15, 2019, with 100% of the total shares vested on September 25, 2023, subject to the reporting person's provision of service to the Issuer on each vesting date. Read SEC document |
| October 28, 2021 Filed Nov 1, 2021 22:41 UTC | Compass, Inc. COMP · Entity 3646 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 1,210 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-062244 · doc4.xml · derivative · entry 3 Navab Neda · CIK 0001847176 · President, East Region 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,210 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each RSU represents a contingent right to receive one (1) share of the Issuer's Class A Common Stock upon settlement. F3 · derivative.exercise_price: The RSUs are fully vested. F3 · derivative.exercise_date: The RSUs are fully vested. F3 · derivative.expiration_date: The RSUs are fully vested. Read SEC document |
| October 28, 2021 Filed Nov 1, 2021 22:41 UTC | Compass, Inc. COMP · Entity 3646 | Tax withholdingClass A Common Stock | 14,556 | $12.89 | $187,626.84 |
DisclosureSEC source: 0001209191-21-062244 · doc4.xml · nonDerivative · entry 2 Navab Neda · CIK 0001847176 · President, East Region 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,614 F2 · kind: Represents shares withheld by Issuer to satisfy tax withholding obligations on the vesting of RSUs. Read SEC document |
| October 28, 2021 Filed Nov 1, 2021 22:41 UTC | Compass, Inc. COMP · Entity 3646 | Exercise / conversionClass A Common Stock | 38,170 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-062244 · doc4.xml · nonDerivative · entry 1 Navab Neda · CIK 0001847176 · President, East Region 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,170 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each RSU represents a contingent right to receive one (1) share of the Issuer's Class A Common Stock upon settlement. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.