Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Compass, Inc.COMP · Entity 3646 | Chief Legal Officer | 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 | 202,163 |
Ending reported balance
After 2026-09-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-15 · Exercise / conversion · Acquired 101,734 · Balance 253,133 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 50,970 · Balance 202,163 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 | 457,800 |
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 38,150 · Balance 457,800 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 6.25% of the total shares on December 15, 2025 and 6.25% quarterly thereafter, with 100% of the total shares vested on September 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 | 0 |
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 63,584 · Balance 0 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 25% of the total shares on each of December 15, 2025, March 15, 2026, June 15, 2026 and September 15, 2026, 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 6.25% of the total shares on December 15, 2025 and 6.25% quarterly thereafter, with 100% of the total shares vested on September 15, 2029, subject to the Reporting Person's provision of service to the Issuer on each vesting date.
F4: The RSUs vest as to 25% of the total shares on each of December 15, 2025, March 15, 2026, June 15, 2026 and September 15, 2026, 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 |
|---|---|---|---|---|---|---|
| September 15, 2026 Filed Sep 17, 2026 20:11 UTC | Compass, Inc. COMP · Entity 3646 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 63,584 | $0.00 | $0.00 |
DisclosureSEC source: 0001563190-26-000149 · wk-form4_1789675868.xml · derivative · entry 4 Glass Ethan Charles · CIK 0002104363 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 63,584 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_date: The RSUs vest as to 25% of the total shares on each of December 15, 2025, March 15, 2026, June 15, 2026 and September 15, 2026, 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 25% of the total shares on each of December 15, 2025, March 15, 2026, June 15, 2026 and September 15, 2026, subject to the Reporting Person's provision of service to the Issuer on each vesting date. Read SEC document |
| September 15, 2026 Filed Sep 17, 2026 20:11 UTC | Compass, Inc. COMP · Entity 3646 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 38,150 | $0.00 | $0.00 |
DisclosureSEC source: 0001563190-26-000149 · wk-form4_1789675868.xml · derivative · entry 3 Glass Ethan Charles · CIK 0002104363 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 457,800 Underlying: Class A Common Stock · 38,150 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_date: The RSUs vest as to 6.25% of the total shares on December 15, 2025 and 6.25% quarterly thereafter, with 100% of the total shares vested on September 15, 2029, 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 6.25% of the total shares on December 15, 2025 and 6.25% quarterly thereafter, with 100% of the total shares vested on September 15, 2029, subject to the Reporting Person's provision of service to the Issuer on each vesting date. Read SEC document |
| September 15, 2026 Filed Sep 17, 2026 20:11 UTC | Compass, Inc. COMP · Entity 3646 | Tax withholdingClass A Common Stock | 50,970 | $10.65 | $542,830.50 |
DisclosureSEC source: 0001563190-26-000149 · wk-form4_1789675868.xml · nonDerivative · entry 2 Glass Ethan Charles · CIK 0002104363 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 202,163 F2 · kind: Represents shares withheld by Issuer to satisfy tax withholding obligations on the vesting of RSUs. Read SEC document |
| September 15, 2026 Filed Sep 17, 2026 20:11 UTC | Compass, Inc. COMP · Entity 3646 | Exercise / conversionClass A Common Stock | 101,734 | $0.00 | $0.00 |
DisclosureSEC source: 0001563190-26-000149 · wk-form4_1789675868.xml · nonDerivative · entry 1 Glass Ethan Charles · CIK 0002104363 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 253,133 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 |
| June 15, 2026 Filed Jun 17, 2026 21:00 UTC | Compass, Inc. COMP · Entity 3646 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 63,583 | $0.00 | $0.00 |
DisclosureSEC source: 0001563190-26-000127 · wk-form4_1781730032.xml · derivative · entry 4 Glass Ethan Charles · CIK 0002104363 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,584 Underlying: Class A Common Stock · 63,583 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_date: The RSUs vest as to 25% of the total shares on each of December 15, 2025, March 15, 2026, June 15, 2026 and September 15, 2026, 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 25% of the total shares on each of December 15, 2025, March 15, 2026, June 15, 2026 and September 15, 2026, subject to the Reporting Person's provision of service to the Issuer on each vesting date. Read SEC document |
| June 15, 2026 Filed Jun 17, 2026 21:00 UTC | Compass, Inc. COMP · Entity 3646 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 38,150 | $0.00 | $0.00 |
DisclosureSEC source: 0001563190-26-000127 · wk-form4_1781730032.xml · derivative · entry 3 Glass Ethan Charles · CIK 0002104363 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 495,950 Underlying: Class A Common Stock · 38,150 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_date: The RSUs vest as to 6.25% of the total shares on December 15, 2025 and 6.25% quarterly thereafter, with 100% of the total shares vested on September 15, 2029, 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 6.25% of the total shares on December 15, 2025 and 6.25% quarterly thereafter, with 100% of the total shares vested on September 15, 2029, subject to the Reporting Person's provision of service to the Issuer on each vesting date. Read SEC document |
| June 15, 2026 Filed Jun 17, 2026 21:00 UTC | Compass, Inc. COMP · Entity 3646 | Tax withholdingClass A Common Stock | 50,970 | $8.59 | $437,832.30 |
DisclosureSEC source: 0001563190-26-000127 · wk-form4_1781730032.xml · nonDerivative · entry 2 Glass Ethan Charles · CIK 0002104363 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 151,399 F2 · kind: Represents shares withheld by Issuer to satisfy tax withholding obligations on the vesting of RSUs. Read SEC document |
| June 15, 2026 Filed Jun 17, 2026 21:00 UTC | Compass, Inc. COMP · Entity 3646 | Exercise / conversionClass A Common Stock | 101,733 | $0.00 | $0.00 |
DisclosureSEC source: 0001563190-26-000127 · wk-form4_1781730032.xml · nonDerivative · entry 1 Glass Ethan Charles · CIK 0002104363 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 202,369 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 |
| March 23, 2026 Filed Mar 25, 2026 20:27 UTC | Compass, Inc. COMP · Entity 3646 | GrantRestricted Stock Unit (RSU) · Derivative | 156,959 | $0.00 | $0.00 |
DisclosureSEC source: 0001563190-26-000071 · wk-form4_1774470434.xml · derivative · entry 1 Glass Ethan Charles · CIK 0002104363 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 156,959 Underlying: Class A Common Stock · 156,959 shares Expires not disclosed 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. F2 · derivative.exercise_date: The RSUs vest as to 25% of the total shares on each of March 15, 2027, March 15, 2028, March 15, 2029 and March 15, 2030, subject to the Reporting Person's provision of service to the Issuer on each vesting date. F2 · derivative.expiration_date: The RSUs vest as to 25% of the total shares on each of March 15, 2027, March 15, 2028, March 15, 2029 and March 15, 2030, subject to the Reporting Person's provision of service to the Issuer on each vesting date. Read SEC document |
| March 16, 2026 Filed Mar 18, 2026 20:35 UTC | Compass, Inc. COMP · Entity 3646 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 63,583 | $0.00 | $0.00 |
DisclosureSEC source: 0001563190-26-000066 · wk-form4_1773866115.xml · derivative · entry 4 Glass Ethan Charles · CIK 0002104363 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 127,167 Underlying: Class A Common Stock · 63,583 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_date: The RSUs vest as to 25% of the total shares on each of December 15, 2025, March 15, 2026, June 15, 2026 and September 15, 2026, 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 25% of the total shares on each of December 15, 2025, March 15, 2026, June 15, 2026 and September 15, 2026, subject to the Reporting Person's provision of service to the Issuer on each vesting date. Read SEC document |
| March 16, 2026 Filed Mar 18, 2026 20:35 UTC | Compass, Inc. COMP · Entity 3646 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 38,150 | $0.00 | $0.00 |
DisclosureSEC source: 0001563190-26-000066 · wk-form4_1773866115.xml · derivative · entry 3 Glass Ethan Charles · CIK 0002104363 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 534,100 Underlying: Class A Common Stock · 38,150 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_date: The RSUs vest as to 6.25% of the total shares on December 15, 2025 and 6.25% quarterly thereafter, with 100% of the total shares vested on September 15, 2029, 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 6.25% of the total shares on December 15, 2025 and 6.25% quarterly thereafter, with 100% of the total shares vested on September 15, 2029, subject to the Reporting Person's provision of service to the Issuer on each vesting date. Read SEC document |
| March 16, 2026 Filed Mar 18, 2026 20:35 UTC | Compass, Inc. COMP · Entity 3646 | Tax withholdingClass A Common Stock | 50,970 | $8.28 | $422,031.60 |
DisclosureSEC source: 0001563190-26-000066 · wk-form4_1773866115.xml · nonDerivative · entry 2 Glass Ethan Charles · CIK 0002104363 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,636 F2 · kind: Represents shares withheld by Issuer to satisfy tax withholding obligations on the vesting of RSUs. Read SEC document |
| March 16, 2026 Filed Mar 18, 2026 20:35 UTC | Compass, Inc. COMP · Entity 3646 | Exercise / conversionClass A Common Stock | 101,733 | $0.00 | $0.00 |
DisclosureSEC source: 0001563190-26-000066 · wk-form4_1773866115.xml · nonDerivative · entry 1 Glass Ethan Charles · CIK 0002104363 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 151,606 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 |
| January 06, 2026 Filed Jan 8, 2026 22:16 UTC | Compass, Inc. COMP · Entity 3646 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 63,583 | $0.00 | $0.00 |
DisclosureSEC source: 0001563190-26-000016 · wk-form4_1767910610.xml · derivative · entry 4 Glass Ethan Charles · CIK 0002104363 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 190,750 Underlying: Class A Common Stock · 63,583 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_date: The RSUs vest as to 25% of the total shares on each of December 15, 2025, March 15, 2026, June 15, 2026 and September 15, 2026, 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 25% of the total shares on each of December 15, 2025, March 15, 2026, June 15, 2026 and September 15, 2026, subject to the Reporting Person's provision of service to the Issuer on each vesting date. Read SEC document |
| January 06, 2026 Filed Jan 8, 2026 22:16 UTC | Compass, Inc. COMP · Entity 3646 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 38,149 | $0.00 | $0.00 |
DisclosureSEC source: 0001563190-26-000016 · wk-form4_1767910610.xml · derivative · entry 3 Glass Ethan Charles · CIK 0002104363 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 572,250 Underlying: Class A Common Stock · 38,149 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_date: The RSUs vest as to 6.25% of the total shares on December 15, 2025 and 6.25% quarterly thereafter, with 100% of the total shares vested on September 15, 2029, 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 6.25% of the total shares on December 15, 2025 and 6.25% quarterly thereafter, with 100% of the total shares vested on September 15, 2029, subject to the Reporting Person's provision of service to the Issuer on each vesting date. Read SEC document |
| January 06, 2026 Filed Jan 8, 2026 22:16 UTC | Compass, Inc. COMP · Entity 3646 | Tax withholdingClass A Common Stock | 51,859 | $10.83 | $561,632.97 |
DisclosureSEC source: 0001563190-26-000016 · wk-form4_1767910610.xml · nonDerivative · entry 2 Glass Ethan Charles · CIK 0002104363 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,873 F2 · kind: Represents shares withheld by Issuer to satisfy tax withholding obligations on the vesting of RSUs. Read SEC document |
| January 06, 2026 Filed Jan 8, 2026 22:16 UTC | Compass, Inc. COMP · Entity 3646 | Exercise / conversionClass A Common Stock | 101,732 | $0.00 | $0.00 |
DisclosureSEC source: 0001563190-26-000016 · wk-form4_1767910610.xml · nonDerivative · entry 1 Glass Ethan Charles · CIK 0002104363 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,732 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.