Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Compass, Inc.COMP · Entity 3646 | CFO | September 15, 2026 | September 17, 2026 |
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 September 15, 2026 · Filed September 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 341,581 |
Ending reported balance
After 2026-09-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-15 · Exercise / conversion · Acquired 47,466 · Balance 365,878 F1: Each RSU represents a contingent right to receive one (1) share of the Issuer's Class A Common Stock upon settlement. Row 2 · 2026-09-15 · Tax withholding · Disposed 24,297 · Balance 341,581 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 | 212,146 |
Reported balance
After 2026-09-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-09-15 · Exercise / conversion · Disposed 27,671 · Balance 212,146 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 36,895 shares on March 15, 2026; 27,671 shares on each of June 15, 2026 and September 15, 2026; 27,672 shares on December 15, 2026; 23,243 shares on March 15, 2027; 23,244 shares on each of June 15, 2027, September 15, 2027, and December 15, 2027; 15,864 shares on March 15, 2028; and 15,865 shares on each of June 15, 2028, September 15, 2028, and December 15, 2028; and 7,010 shares on each of March 15, 2029, June 15, 2029, September 15, 2029, and December 15, 2029, 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 | 230,946 |
Reported balance
After 2026-09-15 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-09-15 · Exercise / conversion · Disposed 19,795 · Balance 230,946 F1: Each RSU represents a contingent right to receive one (1) share of the Issuer's Class A Common Stock upon settlement. F4: The RSU award vests as to 8.33% on December 15, 2025, 6.25% quarterly thereafter through June 15, 2029, and 4.17% on August 15, 2029, 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 36,895 shares on March 15, 2026; 27,671 shares on each of June 15, 2026 and September 15, 2026; 27,672 shares on December 15, 2026; 23,243 shares on March 15, 2027; 23,244 shares on each of June 15, 2027, September 15, 2027, and December 15, 2027; 15,864 shares on March 15, 2028; and 15,865 shares on each of June 15, 2028, September 15, 2028, and December 15, 2028; and 7,010 shares on each of March 15, 2029, June 15, 2029, September 15, 2029, and December 15, 2029, subject to the Reporting Person's provision of service to the Issuer on each vesting date.
F4: The RSU award vests as to 8.33% on December 15, 2025, 6.25% quarterly thereafter through June 15, 2029, and 4.17% on August 15, 2029, 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 22:45 UTC | Compass, Inc. COMP · Entity 3646 | Exercise / conversionClass A Common Stock | 3,370 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-002508 · doc4.xml · nonDerivative · entry 1 Wahlers Scott R. · CIK 0001847171 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,175 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 8, 2021 00:01 UTC | Compass, Inc. COMP · Entity 3646 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 2,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-068431 · doc4.xml · derivative · entry 4 Wahlers Scott R. · CIK 0001847171 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,530 Underlying: Class A Common Stock · 2,700 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 16,200 shares on April 15, 2020 and 2.0833% of the total shares monthly, 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 16,200 shares on April 15, 2020 and 2.0833% of the total shares monthly, 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 16,200 shares on April 15, 2020 and 2.0833% of the total shares monthly, 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 8, 2021 00:01 UTC | Compass, Inc. COMP · Entity 3646 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 680 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-068431 · doc4.xml · derivative · entry 3 Wahlers Scott R. · CIK 0001847171 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,560 Underlying: Class A Common Stock · 680 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 February 10, 2020, with 100% of the total shares vested on January 25, 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 February 10, 2020, with 100% of the total shares vested on January 25, 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 February 10, 2020, with 100% of the total shares vested on January 25, 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 8, 2021 00:01 UTC | Compass, Inc. COMP · Entity 3646 | Tax withholdingClass A Common Stock | 1,290 | $9.23 | $11,906.70 |
DisclosureSEC source: 0001209191-21-068431 · doc4.xml · nonDerivative · entry 2 Wahlers Scott R. · CIK 0001847171 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,805 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 8, 2021 00:01 UTC | Compass, Inc. COMP · Entity 3646 | Exercise / conversionClass A Common Stock | 3,380 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-068431 · doc4.xml · nonDerivative · entry 1 Wahlers Scott R. · CIK 0001847171 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,095 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 20:29 UTC | Compass, Inc. COMP · Entity 3646 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 670 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-063169 · doc4.xml · derivative · entry 3 Wahlers Scott R. · CIK 0001847171 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,240 Underlying: Class A Common Stock · 670 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 February 10, 2020, with 100% of the total shares vested on January 25, 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 February 10, 2020, with 100% of the total shares vested on January 25, 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 February 10, 2020, with 100% of the total shares vested on January 25, 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 20:29 UTC | Compass, Inc. COMP · Entity 3646 | Tax withholdingClass A Common Stock | 256 | $12.91 | $3,304.96 |
DisclosureSEC source: 0001209191-21-063169 · doc4.xml · nonDerivative · entry 2 Wahlers Scott R. · CIK 0001847171 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,715 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 20:29 UTC | Compass, Inc. COMP · Entity 3646 | Exercise / conversionClass A Common Stock | 670 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-063169 · doc4.xml · nonDerivative · entry 1 Wahlers Scott R. · CIK 0001847171 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,971 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 23:11 UTC | Compass, Inc. COMP · Entity 3646 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 32,410 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-062264 · doc4.xml · derivative · entry 5 Wahlers Scott R. · CIK 0001847171 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,230 Underlying: Class A Common Stock · 32,410 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 16,200 shares on April 15, 2020 and 2.0833% of the total shares monthly, 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 16,200 shares on April 15, 2020 and 2.0833% of the total shares monthly, 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 16,200 shares on April 15, 2020 and 2.0833% of the total shares monthly, 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 23:11 UTC | Compass, Inc. COMP · Entity 3646 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 13,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-062264 · doc4.xml · derivative · entry 4 Wahlers Scott R. · CIK 0001847171 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,910 Underlying: Class A Common Stock · 13,500 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 February 10, 2020, with 100% of the total shares vested on January 25, 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 February 10, 2020, with 100% of the total shares vested on January 25, 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 February 10, 2020, with 100% of the total shares vested on January 25, 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 23:11 UTC | Compass, Inc. COMP · Entity 3646 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 1,450 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-062264 · doc4.xml · derivative · entry 3 Wahlers Scott R. · CIK 0001847171 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,450 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 23:11 UTC | Compass, Inc. COMP · Entity 3646 | Tax withholdingClass A Common Stock | 18,059 | $12.89 | $232,780.51 |
DisclosureSEC source: 0001209191-21-062264 · doc4.xml · nonDerivative · entry 2 Wahlers Scott R. · CIK 0001847171 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,301 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 23:11 UTC | Compass, Inc. COMP · Entity 3646 | Exercise / conversionClass A Common Stock | 47,360 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-062264 · doc4.xml · nonDerivative · entry 1 Wahlers Scott R. · CIK 0001847171 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,360 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.