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McCarter Josh N.

Disclosed activity across 1 company

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39031
SEC CIK
0001923810

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Compass, Inc.COMP · Entity 3646DirectorJune 11, 2026June 12, 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 June 11, 2026 · Filed June 12, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A Common StockSEC Table I · non-derivativeDirect0 Reported balance After 2026-06-11 transaction · row 1
1 source row

Row 1 · 2026-06-11 · Gift · Disposed 35,288 · Balance 0

F1: Represents a bona fide gift to McCarter Living Trust.

Class A Common StockSEC Table I · non-derivativeIndirectBy McCarter Living Trust217,447 Reported balance After 2026-06-11 transaction · row 2 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 2 · 2026-06-11 · Gift · Acquired 35,288 · Balance 217,447

F1: Represents a bona fide gift to McCarter Living Trust.

F2: The Reporting Person and his spouse are both trustees and beneficiaries of McCarter Living Trust.

Filing footnotes · ownership attribution and instrument terms

F1: Represents a bona fide gift to McCarter Living Trust.

F2: The Reporting Person and his spouse are both trustees and beneficiaries of McCarter Living Trust.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
June 11, 2026 Filed Jun 12, 2026 17:31 UTC Compass, Inc. COMP · Entity 3646 GiftClass A Common Stock 35,288 $0.00 $0.00
Disclosure

SEC source: 0001563190-26-000122 · wk-form4_1781299902.xml · nonDerivative · entry 2

McCarter Josh N. · CIK 0001923810 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By McCarter Living Trust

Disclosed balance after: 217,447

F1 · kind: Represents a bona fide gift to McCarter Living Trust.

F2 · ownership.nature: The Reporting Person and his spouse are both trustees and beneficiaries of McCarter Living Trust.

Read SEC document
June 11, 2026 Filed Jun 12, 2026 17:31 UTC Compass, Inc. COMP · Entity 3646 GiftClass A Common Stock 35,288 $0.00 $0.00
Disclosure

SEC source: 0001563190-26-000122 · wk-form4_1781299902.xml · nonDerivative · entry 1

McCarter Josh N. · CIK 0001923810 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F1 · kind: Represents a bona fide gift to McCarter Living Trust.

Read SEC document
May 14, 2026 Filed May 15, 2026 16:13 UTC Compass, Inc. COMP · Entity 3646 GrantRestricted Stock Unit (RSU) · Derivative 27,702 $0.00 $0.00
Disclosure

SEC source: 0001563190-26-000112 · wk-form4_1778875993.xml · derivative · entry 4

McCarter Josh N. · CIK 0001923810 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,702

Underlying: Class A Common Stock · 27,702 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.

F4 · derivative.exercise_date: The RSUs shall vest 100% on the earlier of (i) the date of the next annual meeting of the Company's stockholders and (ii) May 14, 2027.

F4 · derivative.expiration_date: The RSUs shall vest 100% on the earlier of (i) the date of the next annual meeting of the Company's stockholders and (ii) May 14, 2027.

Read SEC document
May 14, 2026 Filed May 15, 2026 16:13 UTC Compass, Inc. COMP · Entity 3646 Exercise / conversionRestricted Stock Unit (RSU) · Derivative 35,288 $0.00 $0.00
Disclosure

SEC source: 0001563190-26-000112 · wk-form4_1778875993.xml · derivative · entry 3

McCarter Josh N. · CIK 0001923810 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 35,288 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 shall vest 100% on the earlier of (i) the date of the next annual meeting of the Company's stockholders and (ii) May 22, 2026.

F3 · derivative.expiration_date: The RSUs shall vest 100% on the earlier of (i) the date of the next annual meeting of the Company's stockholders and (ii) May 22, 2026.

Read SEC document
May 14, 2026 Filed May 15, 2026 16:13 UTC Compass, Inc. COMP · Entity 3646 Exercise / conversionClass A Common Stock 35,288 $0.00 $0.00
Disclosure

SEC source: 0001563190-26-000112 · wk-form4_1778875993.xml · nonDerivative · entry 1

McCarter Josh N. · CIK 0001923810 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,288

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
September 08, 2025 Filed Sep 10, 2025 16:28 UTC Compass, Inc. COMP · Entity 3646 GiftClass A Common Stock 182,159 $0.00 $0.00
Disclosure

SEC source: 0001563190-25-000182 · wk-form4_1757536135.xml · nonDerivative · entry 2

McCarter Josh N. · CIK 0001923810 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By McCarter Living Trust

Disclosed balance after: 182,159

F1 · kind: Represents a bona fide gift to McCarter Living Trust.

F2 · ownership.nature: The Reporting Person and his spouse are both trustees and beneficiaries of McCarter Living Trust.

Read SEC document
September 08, 2025 Filed Sep 10, 2025 16:28 UTC Compass, Inc. COMP · Entity 3646 GiftClass A Common Stock 182,159 $0.00 $0.00
Disclosure

SEC source: 0001563190-25-000182 · wk-form4_1757536135.xml · nonDerivative · entry 1

McCarter Josh N. · CIK 0001923810 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F1 · kind: Represents a bona fide gift to McCarter Living Trust.

Read SEC document
June 04, 2025 Filed Jun 6, 2025 16:26 UTC Compass, Inc. COMP · Entity 3646 Exercise / conversionRestricted Stock Unit (RSU) · Derivative 57,310 $0.00 $0.00
Disclosure

SEC source: 0001563190-25-000131 · wk-form4_1749241565.xml · derivative · entry 2

McCarter Josh N. · CIK 0001923810 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 57,310 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.

F2 · derivative.exercise_date: These RSUs shall vest 100% on the earlier of (i) the date of the next annual meeting of the Company's stockholders and (ii) June 5, 2025.

F2 · derivative.expiration_date: These RSUs shall vest 100% on the earlier of (i) the date of the next annual meeting of the Company's stockholders and (ii) June 5, 2025.

Read SEC document
June 04, 2025 Filed Jun 6, 2025 16:26 UTC Compass, Inc. COMP · Entity 3646 Exercise / conversionClass A Common Stock 57,310 $0.00 $0.00
Disclosure

SEC source: 0001563190-25-000131 · wk-form4_1749241565.xml · nonDerivative · entry 1

McCarter Josh N. · CIK 0001923810 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 182,159

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
May 22, 2025 Filed May 27, 2025 16:38 UTC Compass, Inc. COMP · Entity 3646 GrantRestricted Stock Unit (RSU) · Derivative 35,288 $0.00 $0.00
Disclosure

SEC source: 0001563190-25-000111 · wk-form4_1748378313.xml · derivative · entry 1

McCarter Josh N. · CIK 0001923810 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,288

Underlying: Class A Common Stock · 35,288 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 shall vest 100% on the earlier of (i) the date of the next annual meeting of the Company's stockholders and (ii) May 22, 2026.

F2 · derivative.expiration_date: The RSUs shall vest 100% on the earlier of (i) the date of the next annual meeting of the Company's stockholders and (ii) May 22, 2026.

Read SEC document
July 03, 2024 Filed Jul 5, 2024 16:37 UTC Compass, Inc. COMP · Entity 3646 Exercise / conversionRestricted Stock Unit (RSU) · Derivative 3,716 $0.00 $0.00
Disclosure

SEC source: 0001563190-24-000127 · wk-form4_1720211840.xml · derivative · entry 3

McCarter Josh N. · CIK 0001923810 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 3,716 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 shall vest as to 25% of the total shares on each of September 1, 2023, December 1, 2023, March 1, 2024, and June 1, 2024; and if not fully vested, will vest in full on the date of the next annual meeting of the Company's stockholders.

F3 · derivative.expiration_date: The RSUs shall vest as to 25% of the total shares on each of September 1, 2023, December 1, 2023, March 1, 2024, and June 1, 2024; and if not fully vested, will vest in full on the date of the next annual meeting of the Company's stockholders.

Read SEC document
July 03, 2024 Filed Jul 5, 2024 16:37 UTC Compass, Inc. COMP · Entity 3646 Exercise / conversionRestricted Stock Unit (RSU) · Derivative 58,746 $0.00 $0.00
Disclosure

SEC source: 0001563190-24-000127 · wk-form4_1720211840.xml · derivative · entry 2

McCarter Josh N. · CIK 0001923810 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 58,746 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.

F2 · derivative.exercise_date: These RSUs shall vest 100% on the earlier of (i) the date of the next annual meeting of the Company's stockholders and (ii) June 1, 2024.

F2 · derivative.expiration_date: These RSUs shall vest 100% on the earlier of (i) the date of the next annual meeting of the Company's stockholders and (ii) June 1, 2024.

Read SEC document
July 03, 2024 Filed Jul 5, 2024 16:37 UTC Compass, Inc. COMP · Entity 3646 Exercise / conversionClass A Common Stock 62,462 $0.00 $0.00
Disclosure

SEC source: 0001563190-24-000127 · wk-form4_1720211840.xml · nonDerivative · entry 1

McCarter Josh N. · CIK 0001923810 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 124,849

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 05, 2024 Filed Jun 7, 2024 16:25 UTC Compass, Inc. COMP · Entity 3646 GrantRestricted Stock Unit (RSU) · Derivative 57,310 $0.00 $0.00
Disclosure

SEC source: 0001563190-24-000103 · wk-form4_1717791914.xml · derivative · entry 1

McCarter Josh N. · CIK 0001923810 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,310

Underlying: Class A Common Stock · 57,310 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: These RSUs shall vest 100% on the earlier of (i) the date of the next annual meeting of the Company's stockholders and (ii) June 5, 2025.

F2 · derivative.expiration_date: These RSUs shall vest 100% on the earlier of (i) the date of the next annual meeting of the Company's stockholders and (ii) June 5, 2025.

Read SEC document
April 02, 2024 Filed Apr 4, 2024 16:21 UTC Compass, Inc. COMP · Entity 3646 Exercise / conversionRestricted Stock Unit (RSU) · Derivative 3,716 $0.00 $0.00
Disclosure

SEC source: 0001563190-24-000062 · wk-form4_1712262048.xml · derivative · entry 2

McCarter Josh N. · CIK 0001923810 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,716

Underlying: Class A Common Stock · 3,716 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.

F2 · derivative.exercise_date: The RSUs shall vest as to 25% of the total shares on each of September 1, 2023, December 1, 2023, March 1, 2024, and June 1, 2024; and if not fully vested, will vest in full on the date of the next annual meeting of the Company's stockholders.

F2 · derivative.expiration_date: The RSUs shall vest as to 25% of the total shares on each of September 1, 2023, December 1, 2023, March 1, 2024, and June 1, 2024; and if not fully vested, will vest in full on the date of the next annual meeting of the Company's stockholders.

Read SEC document
April 02, 2024 Filed Apr 4, 2024 16:21 UTC Compass, Inc. COMP · Entity 3646 Exercise / conversionClass A Common Stock 3,716 $0.00 $0.00
Disclosure

SEC source: 0001563190-24-000062 · wk-form4_1712262048.xml · nonDerivative · entry 1

McCarter Josh N. · CIK 0001923810 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 62,387

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 03, 2024 Filed Jan 5, 2024 16:45 UTC Compass, Inc. COMP · Entity 3646 Exercise / conversionRestricted Stock Unit (RSU) · Derivative 3,716 $0.00 $0.00
Disclosure

SEC source: 0001563190-24-000014 · wk-form4_1704491087.xml · derivative · entry 2

McCarter Josh N. · CIK 0001923810 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,432

Underlying: Class A Common Stock · 3,716 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.

F2 · derivative.exercise_date: The RSUs shall vest as to 25% of the total shares on each of September 1, 2023, December 1, 2023, March 1, 2024, and June 1, 2024; and if not fully vested, will vest in full on the date of the next annual meeting of the Company's stockholders.

F2 · derivative.expiration_date: The RSUs shall vest as to 25% of the total shares on each of September 1, 2023, December 1, 2023, March 1, 2024, and June 1, 2024; and if not fully vested, will vest in full on the date of the next annual meeting of the Company's stockholders.

Read SEC document
January 03, 2024 Filed Jan 5, 2024 16:45 UTC Compass, Inc. COMP · Entity 3646 Exercise / conversionClass A Common Stock 3,716 $0.00 $0.00
Disclosure

SEC source: 0001563190-24-000014 · wk-form4_1704491087.xml · nonDerivative · entry 1

McCarter Josh N. · CIK 0001923810 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 58,671

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 03, 2023 Filed Oct 5, 2023 17:31 UTC Compass, Inc. COMP · Entity 3646 Exercise / conversionRestricted Stock Unit (RSU) · Derivative 3,716 $0.00 $0.00
Disclosure

SEC source: 0001563190-23-000215 · wk-form4_1696541458.xml · derivative · entry 2

McCarter Josh N. · CIK 0001923810 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,148

Underlying: Class A Common Stock · 3,716 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.

F2 · derivative.exercise_date: The RSUs shall vest as to 25% of the total shares on each of September 1, 2023, December 1, 2023, March 1, 2024, and June 1, 2024; and if not fully vested, will vest in full on the date of the next annual meeting of the Company's stockholders.

F2 · derivative.expiration_date: The RSUs shall vest as to 25% of the total shares on each of September 1, 2023, December 1, 2023, March 1, 2024, and June 1, 2024; and if not fully vested, will vest in full on the date of the next annual meeting of the Company's stockholders.

Read SEC document
October 03, 2023 Filed Oct 5, 2023 17:31 UTC Compass, Inc. COMP · Entity 3646 Exercise / conversionClass A Common Stock 3,716 $0.00 $0.00
Disclosure

SEC source: 0001563190-23-000215 · wk-form4_1696541458.xml · nonDerivative · entry 1

McCarter Josh N. · CIK 0001923810 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 54,955

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
July 06, 2023 Filed Jul 7, 2023 19:13 UTC Compass, Inc. COMP · Entity 3646 Exercise / conversionRestricted Stock Unit (RSU) · Derivative 40,394 $0.00 $0.00
Disclosure

SEC source: 0001563190-23-000157 · wk-form4_1688771614.xml · derivative · entry 2

McCarter Josh N. · CIK 0001923810 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 40,394 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.

F2 · derivative.exercise_date: The RSUs shall vest as to 100% on the earlier of (i) the date of the next annual meeting of the Issuer's stockholders and (ii) June 2, 2023.

F2 · derivative.expiration_date: The RSUs shall vest as to 100% on the earlier of (i) the date of the next annual meeting of the Issuer's stockholders and (ii) June 2, 2023.

Read SEC document
July 06, 2023 Filed Jul 7, 2023 19:13 UTC Compass, Inc. COMP · Entity 3646 Exercise / conversionClass A Common Stock 40,394 $0.00 $0.00
Disclosure

SEC source: 0001563190-23-000157 · wk-form4_1688771614.xml · nonDerivative · entry 1

McCarter Josh N. · CIK 0001923810 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,239

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 05, 2023 Filed Jun 5, 2023 17:20 UTC Compass, Inc. COMP · Entity 3646 Exercise / conversionRestricted Stock Unit (RSU) · Derivative 2,059 $0.00 $0.00
Disclosure

SEC source: 0001563190-23-000127 · wk-form4_1685999990.xml · derivative · entry 4

McCarter Josh N. · CIK 0001923810 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 2,059 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 shall vest as to 24.83% on August 1, 2022, 25.05% on November 1, 2022, 25.06% on February 1, 2023, and 25.06% on May 1, 2023; and if not fully vested, will vest in full on the date of the next annual meeting of the Issuer's stockholders.

F4 · derivative.expiration_date: The RSUs shall vest as to 24.83% on August 1, 2022, 25.05% on November 1, 2022, 25.06% on February 1, 2023, and 25.06% on May 1, 2023; and if not fully vested, will vest in full on the date of the next annual meeting of the Issuer's stockholders.

Read SEC document
June 05, 2023 Filed Jun 5, 2023 17:20 UTC Compass, Inc. COMP · Entity 3646 Exercise / conversionClass A Common Stock 2,059 $0.00 $0.00
Disclosure

SEC source: 0001563190-23-000127 · wk-form4_1685999990.xml · nonDerivative · entry 1

McCarter Josh N. · CIK 0001923810 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,845

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 01, 2023 Filed Jun 5, 2023 17:20 UTC Compass, Inc. COMP · Entity 3646 GrantRestricted Stock Unit (RSU) · Derivative 14,864 $0.00 $0.00
Disclosure

SEC source: 0001563190-23-000127 · wk-form4_1685999990.xml · derivative · entry 3

McCarter Josh N. · CIK 0001923810 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,864

Underlying: Class A Common Stock · 14,864 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.

F3 · derivative.exercise_date: The RSUs shall vest as to 25% of the total shares on each of September 1, 2023, December 1, 2023, March 1, 2024, and June 1, 2024; and if not fully vested, will vest in full on the date of the next annual meeting of the Company's stockholders.

F3 · derivative.expiration_date: The RSUs shall vest as to 25% of the total shares on each of September 1, 2023, December 1, 2023, March 1, 2024, and June 1, 2024; and if not fully vested, will vest in full on the date of the next annual meeting of the Company's stockholders.

Read SEC document
June 01, 2023 Filed Jun 5, 2023 17:20 UTC Compass, Inc. COMP · Entity 3646 GrantRestricted Stock Unit (RSU) · Derivative 58,746 $0.00 $0.00
Disclosure

SEC source: 0001563190-23-000127 · wk-form4_1685999990.xml · derivative · entry 2

McCarter Josh N. · CIK 0001923810 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 58,746

Underlying: Class A Common Stock · 58,746 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: These RSUs shall vest 100% on the earlier of (i) the date of the next annual meeting of the Company's stockholders and (ii) June 1, 2024.

F2 · derivative.expiration_date: These RSUs shall vest 100% on the earlier of (i) the date of the next annual meeting of the Company's stockholders and (ii) June 1, 2024.

Read SEC document
March 03, 2023 Filed Mar 6, 2023 18:56 UTC Compass, Inc. COMP · Entity 3646 Exercise / conversionRestricted Stock Unit (RSU) · Derivative 2,058 $0.00 $0.00
Disclosure

SEC source: 0001563190-23-000052 · wf-form4_167814700061876.xml · derivative · entry 2

McCarter Josh N. · CIK 0001923810 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,059

Underlying: Class A Common Stock · 2,058 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.

F2 · derivative.exercise_date: The RSUs shall vest as to 24.83% on August 1, 2022, 25.05% on November 1, 2022, 25.06% on February 1, 2023, and 25.06% on May 1, 2023; and if not fully vested, will vest in full on the date of the next annual meeting of the Issuer's stockholders.

F2 · derivative.expiration_date: The RSUs shall vest as to 24.83% on August 1, 2022, 25.05% on November 1, 2022, 25.06% on February 1, 2023, and 25.06% on May 1, 2023; and if not fully vested, will vest in full on the date of the next annual meeting of the Issuer's stockholders.

Read SEC document
March 03, 2023 Filed Mar 6, 2023 18:56 UTC Compass, Inc. COMP · Entity 3646 Exercise / conversionClass A Common Stock 2,058 $0.00 $0.00
Disclosure

SEC source: 0001563190-23-000052 · wf-form4_167814700061876.xml · nonDerivative · entry 1

McCarter Josh N. · CIK 0001923810 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,786

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.

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December 05, 2022 Filed Dec 7, 2022 18:27 UTC Compass, Inc. COMP · Entity 3646 Exercise / conversionRestricted Stock Unit (RSU) · Derivative 2,058 $0.00 $0.00
Disclosure

SEC source: 0001563190-22-000208 · wf-form4_167045561292850.xml · derivative · entry 2

McCarter Josh N. · CIK 0001923810 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,117

Underlying: Class A Common Stock · 2,058 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.

F2 · derivative.exercise_date: The RSUs shall vest as to 24.83% on August 1, 2022, 25.05% on November 1, 2022, 25.06% on February 1, 2023, and 25.06% on May 1, 2023; and if not fully vested, will vest in full on the date of the next annual meeting of the Issuer's stockholders.

F2 · derivative.expiration_date: The RSUs shall vest as to 24.83% on August 1, 2022, 25.05% on November 1, 2022, 25.06% on February 1, 2023, and 25.06% on May 1, 2023; and if not fully vested, will vest in full on the date of the next annual meeting of the Issuer's stockholders.

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December 05, 2022 Filed Dec 7, 2022 18:27 UTC Compass, Inc. COMP · Entity 3646 Exercise / conversionClass A Common Stock 2,058 $0.00 $0.00
Disclosure

SEC source: 0001563190-22-000208 · wf-form4_167045561292850.xml · nonDerivative · entry 1

McCarter Josh N. · CIK 0001923810 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,728

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
September 06, 2022 Filed Sep 8, 2022 16:46 UTC Compass, Inc. COMP · Entity 3646 Exercise / conversionRestricted Stock Unit (RSU) · Derivative 2,040 $0.00 $0.00
Disclosure

SEC source: 0001563190-22-000131 · wf-form4_166266999887444.xml · derivative · entry 2

McCarter Josh N. · CIK 0001923810 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,175

Underlying: Class A Common Stock · 2,040 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.

F2 · derivative.exercise_date: The RSUs shall vest as to 24.83% on August 1, 2022, 25.05% on November 1, 2022, 25.06% on February 1, 2023, and 25.06% on May 1, 2023; and if not fully vested, will vest in full on the date of the next annual meeting of the Issuer's stockholders.

F2 · derivative.expiration_date: The RSUs shall vest as to 24.83% on August 1, 2022, 25.05% on November 1, 2022, 25.06% on February 1, 2023, and 25.06% on May 1, 2023; and if not fully vested, will vest in full on the date of the next annual meeting of the Issuer's stockholders.

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September 06, 2022 Filed Sep 8, 2022 16:46 UTC Compass, Inc. COMP · Entity 3646 Exercise / conversionClass A Common Stock 2,040 $0.00 $0.00
Disclosure

SEC source: 0001563190-22-000131 · wf-form4_166266999887444.xml · nonDerivative · entry 1

McCarter Josh N. · CIK 0001923810 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,670

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 03, 2022 Filed Jun 6, 2022 16:09 UTC Compass, Inc. COMP · Entity 3646 Exercise / conversionRestricted Stock Unit (RSU) · Derivative 2,238 $0.00 $0.00
Disclosure

SEC source: 0001563190-22-000038 · wf-form4_165454617454518.xml · derivative · entry 5

McCarter Josh N. · CIK 0001923810 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 2,238 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 are fully vested. The RSU award was granted on May 23, 2022.

F4 · derivative.expiration_date: The RSUs are fully vested. The RSU award was granted on May 23, 2022.

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June 03, 2022 Filed Jun 6, 2022 16:09 UTC Compass, Inc. COMP · Entity 3646 Exercise / conversionRestricted Stock Unit (RSU) · Derivative 392 $0.00 $0.00
Disclosure

SEC source: 0001563190-22-000038 · wf-form4_165454617454518.xml · derivative · entry 4

McCarter Josh N. · CIK 0001923810 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 392 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 are fully vested. The RSU award was granted on May 23, 2022.

F4 · derivative.expiration_date: The RSUs are fully vested. The RSU award was granted on May 23, 2022.

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June 03, 2022 Filed Jun 6, 2022 16:09 UTC Compass, Inc. COMP · Entity 3646 Exercise / conversionClass A Common Stock 2,630 $0.00 $0.00
Disclosure

SEC source: 0001563190-22-000038 · wf-form4_165454617454518.xml · nonDerivative · entry 1

McCarter Josh N. · CIK 0001923810 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,630

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 02, 2022 Filed Jun 6, 2022 16:09 UTC Compass, Inc. COMP · Entity 3646 GrantRestricted Stock Unit (RSU) · Derivative 8,215 $0.00 $0.00
Disclosure

SEC source: 0001563190-22-000038 · wf-form4_165454617454518.xml · derivative · entry 3

McCarter Josh N. · CIK 0001923810 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,215

Underlying: Class A Common Stock · 8,215 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.

F3 · derivative.exercise_date: The RSUs shall vest as to 24.83% on August 1, 2022, 25.05% on November 1, 2022, 25.06% on February 1, 2023, and 25.06% on May 1, 2023; and if not fully vested, will vest in full on the date of the next annual meeting of the Issuer's stockholders. The RSU award was granted on June 2, 2022.

F3 · derivative.expiration_date: The RSUs shall vest as to 24.83% on August 1, 2022, 25.05% on November 1, 2022, 25.06% on February 1, 2023, and 25.06% on May 1, 2023; and if not fully vested, will vest in full on the date of the next annual meeting of the Issuer's stockholders. The RSU award was granted on June 2, 2022.

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June 02, 2022 Filed Jun 6, 2022 16:09 UTC Compass, Inc. COMP · Entity 3646 GrantRestricted Stock Unit (RSU) · Derivative 40,394 $0.00 $0.00
Disclosure

SEC source: 0001563190-22-000038 · wf-form4_165454617454518.xml · derivative · entry 2

McCarter Josh N. · CIK 0001923810 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 40,394

Underlying: Class A Common Stock · 40,394 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 shall vest as to 100% on the earlier of (i) the date of the next annual meeting of the Issuer's stockholders and (ii) June 2, 2023. The RSU award was granted on June 2, 2022.

F2 · derivative.expiration_date: The RSUs shall vest as to 100% on the earlier of (i) the date of the next annual meeting of the Issuer's stockholders and (ii) June 2, 2023. The RSU award was granted on June 2, 2022.

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May 23, 2022 Filed May 25, 2022 16:17 UTC Compass, Inc. COMP · Entity 3646 GrantRestricted Stock Unit (RSU) · Derivative 392 $0.00 $0.00
Disclosure

SEC source: 0001563190-22-000027 · wf-form4_165350982033053.xml · derivative · entry 2

McCarter Josh N. · CIK 0001923810 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 392

Underlying: Class A Common Stock · 392 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 are fully vested. The RSU award was granted on May 23, 2022.

F2 · derivative.expiration_date: The RSUs are fully vested. The RSU award was granted on May 23, 2022.

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May 23, 2022 Filed May 25, 2022 16:17 UTC Compass, Inc. COMP · Entity 3646 GrantRestricted Stock Unit (RSU) · Derivative 2,238 $0.00 $0.00
Disclosure

SEC source: 0001563190-22-000027 · wf-form4_165350982033053.xml · derivative · entry 1

McCarter Josh N. · CIK 0001923810 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,238

Underlying: Class A Common Stock · 2,238 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 are fully vested. The RSU award was granted on May 23, 2022.

F2 · derivative.expiration_date: The RSUs are fully vested. The RSU award was granted on May 23, 2022.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.