Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Compass, Inc.COMP · Entity 3646 | Chief Financial Officer | July 03, 2025 | July 08, 2025 |
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 July 03, 2025 · Filed July 08, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 811,932 |
Ending reported balance
After 2025-07-03 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-07-03 · Exercise / conversion · Acquired 67,024 · Balance 841,625 F1: Each RSU represents a contingent right to receive one (1) share of the Issuer's Class A Common Stock upon settlement. Row 2 · 2025-07-03 · Tax withholding · Disposed 29,693 · Balance 811,932 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 | 154,588 |
Reported balance
After 2025-07-03 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-07-03 · Exercise / conversion · Disposed 51,529 · Balance 154,588 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 25% of the total shares on each of June 15, 2025, September 15, 2025, December 15, 2025 and March 15, 2026, 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 | 232,438 |
Reported balance
After 2025-07-03 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-07-03 · Exercise / conversion · Disposed 15,495 · Balance 232,438 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 6.25% of the total shares on June 15, 2025 and 6.25% quarterly thereafter, with 100% of the total shares vested on March 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 25% of the total shares on each of June 15, 2025, September 15, 2025, December 15, 2025 and March 15, 2026, subject to the Reporting Person's provision of service to the Issuer on each vesting date.
F4: The RSUs vest as to 6.25% of the total shares on June 15, 2025 and 6.25% quarterly thereafter, with 100% of the total shares vested on March 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 |
|---|---|---|---|---|---|---|
| October 03, 2023 Filed Oct 5, 2023 21:30 UTC | Compass, Inc. COMP · Entity 3646 | Tax withholdingClass A Common Stock | 990 | $2.60 | $2,574.00 |
DisclosureSEC source: 0001563190-23-000211 · wk-form4_1696541411.xml · nonDerivative · entry 2 Reelitz Kalani · CIK 0001953310 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,136 F2 · kind: Represents shares withheld by Issuer to satisfy tax withholding obligations on the vesting of RSUs. Read SEC document |
| October 03, 2023 Filed Oct 5, 2023 21:30 UTC | Compass, Inc. COMP · Entity 3646 | Exercise / conversionClass A Common Stock | 3,378 | $0.00 | $0.00 |
DisclosureSEC source: 0001563190-23-000211 · wk-form4_1696541411.xml · nonDerivative · entry 1 Reelitz Kalani · CIK 0001953310 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,126 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 05, 2023 Filed Sep 6, 2023 21:14 UTC | Compass, Inc. COMP · Entity 3646 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001563190-23-000196 · wk-form4_1694034841.xml · derivative · entry 3 Reelitz Kalani · CIK 0001953310 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,000 Underlying: Class A Common Stock · 20,000 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 the 25% of the shares on each of February 15, 2023, May 15, 2023, August 15, 2023, and November 15, 2023, with 100% of the total shares vested on November 15, 2023, subject to the reporting person's provision of service to Issuer on each vesting date. F3 · derivative.expiration_date: The RSUs vest as to the 25% of the shares on each of February 15, 2023, May 15, 2023, August 15, 2023, and November 15, 2023, with 100% of the total shares vested on November 15, 2023, subject to the reporting person's provision of service to Issuer on each vesting date. Read SEC document |
| September 05, 2023 Filed Sep 6, 2023 21:14 UTC | Compass, Inc. COMP · Entity 3646 | Tax withholdingClass A Common Stock | 5,860 | $3.62 | $21,213.20 |
DisclosureSEC source: 0001563190-23-000196 · wk-form4_1694034841.xml · nonDerivative · entry 2 Reelitz Kalani · CIK 0001953310 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,748 F2 · kind: Represents shares withheld by Issuer to satisfy tax withholding obligations on the vesting of RSUs. Read SEC document |
| September 05, 2023 Filed Sep 6, 2023 21:14 UTC | Compass, Inc. COMP · Entity 3646 | Exercise / conversionClass A Common Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001563190-23-000196 · wk-form4_1694034841.xml · nonDerivative · entry 1 Reelitz Kalani · CIK 0001953310 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,608 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 23:52 UTC | Compass, Inc. COMP · Entity 3646 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 3,378 | $0.00 | $0.00 |
DisclosureSEC source: 0001563190-23-000165 · wk-form4_1688773953.xml · derivative · entry 3 Reelitz Kalani · CIK 0001953310 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,136 Underlying: Class A Common Stock · 3,378 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 25% of the total shares on each of June 15, 2023, September 15, 2023, December 15, 2023 and March 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 25% of the total shares on each of June 15, 2023, September 15, 2023, December 15, 2023 and March 15, 2024, subject to the reporting person's provision of service to the Issuer on each vesting date. Read SEC document |
| July 06, 2023 Filed Jul 7, 2023 23:52 UTC | Compass, Inc. COMP · Entity 3646 | Tax withholdingClass A Common Stock | 990 | $3.23 | $3,197.70 |
DisclosureSEC source: 0001563190-23-000165 · wk-form4_1688773953.xml · nonDerivative · entry 2 Reelitz Kalani · CIK 0001953310 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,608 F2 · kind: Represents shares withheld by Issuer to satisfy tax withholding obligations on the vesting of RSUs. Read SEC document |
| July 06, 2023 Filed Jul 7, 2023 23:52 UTC | Compass, Inc. COMP · Entity 3646 | Exercise / conversionClass A Common Stock | 3,378 | $0.00 | $0.00 |
DisclosureSEC source: 0001563190-23-000165 · wk-form4_1688773953.xml · nonDerivative · entry 1 Reelitz Kalani · CIK 0001953310 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,598 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 7, 2023 21:42 UTC | Compass, Inc. COMP · Entity 3646 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001563190-23-000137 · wk-form4_1686174109.xml · derivative · entry 3 Reelitz Kalani · CIK 0001953310 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,000 Underlying: Class A Common Stock · 20,000 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 the 25% of the shares on each of February 15, 2023, May 15, 2023, August 15, 2023, and November 15, 2023, with 100% of the total shares vested on November 15, 2023, subject to the reporting person's provision of service to Issuer on each vesting date. F3 · derivative.expiration_date: The RSUs vest as to the 25% of the shares on each of February 15, 2023, May 15, 2023, August 15, 2023, and November 15, 2023, with 100% of the total shares vested on November 15, 2023, subject to the reporting person's provision of service to Issuer on each vesting date. Read SEC document |
| June 05, 2023 Filed Jun 7, 2023 21:42 UTC | Compass, Inc. COMP · Entity 3646 | Tax withholdingClass A Common Stock | 5,860 | $3.84 | $22,502.40 |
DisclosureSEC source: 0001563190-23-000137 · wk-form4_1686174109.xml · nonDerivative · entry 2 Reelitz Kalani · CIK 0001953310 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,220 F2 · kind: Represents shares withheld by Issuer to satisfy tax withholding obligations on the vesting of RSUs. Read SEC document |
| June 05, 2023 Filed Jun 7, 2023 21:42 UTC | Compass, Inc. COMP · Entity 3646 | Exercise / conversionClass A Common Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001563190-23-000137 · wk-form4_1686174109.xml · nonDerivative · entry 1 Reelitz Kalani · CIK 0001953310 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,080 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 |
| April 24, 2023 Filed Apr 26, 2023 21:16 UTC | Compass, Inc. COMP · Entity 3646 | GrantRestricted Stock Unit (RSU) · Derivative | 13,514 | $0.00 | $0.00 |
DisclosureSEC source: 0001563190-23-000093 · wf-form4_168254374130002.xml · derivative · entry 1 Reelitz Kalani · CIK 0001953310 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,514 Underlying: Class A Common Stock · 13,514 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 June 15, 2023, September 15, 2023, December 15, 2023 and March 15, 2024, 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 June 15, 2023, September 15, 2023, December 15, 2023 and March 15, 2024, subject to the reporting person's provision of service to the Issuer on each vesting date. Read SEC document |
| March 03, 2023 Filed Mar 6, 2023 23:57 UTC | Compass, Inc. COMP · Entity 3646 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001563190-23-000054 · wf-form4_167814703033226.xml · derivative · entry 3 Reelitz Kalani · CIK 0001953310 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,000 Underlying: Class A Common Stock · 20,000 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 the 25% of the shares on each of February 15, 2023, May 15, 2023, August 15, 2023, and November 15, 2023, with 100% of the total shares vested on November 15, 2023, subject to the reporting person's provision of service to Issuer on each vesting date. F3 · derivative.expiration_date: The RSUs vest as to the 25% of the shares on each of February 15, 2023, May 15, 2023, August 15, 2023, and November 15, 2023, with 100% of the total shares vested on November 15, 2023, subject to the reporting person's provision of service to Issuer on each vesting date. Read SEC document |
| March 03, 2023 Filed Mar 6, 2023 23:57 UTC | Compass, Inc. COMP · Entity 3646 | Tax withholdingClass A Common Stock | 6,920 | $3.41 | $23,597.20 |
DisclosureSEC source: 0001563190-23-000054 · wf-form4_167814703033226.xml · nonDerivative · entry 2 Reelitz Kalani · CIK 0001953310 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,080 F2 · kind: Represents shares withheld by Issuer to satisfy tax withholding obligations on the vesting of RSUs. Read SEC document |
| March 03, 2023 Filed Mar 6, 2023 23:57 UTC | Compass, Inc. COMP · Entity 3646 | Exercise / conversionClass A Common Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001563190-23-000054 · wf-form4_167814703033226.xml · nonDerivative · entry 1 Reelitz Kalani · CIK 0001953310 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 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 27, 2022 Filed Dec 29, 2022 21:31 UTC | Compass, Inc. COMP · Entity 3646 | GrantRestricted Stock Unit (RSU) · Derivative | 80,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001563190-22-000215 · wf-form4_167234949761588.xml · derivative · entry 2 Reelitz Kalani · CIK 0001953310 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,000 Underlying: Class A Common Stock · 80,000 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 vest as to the 25% of the shares on each of February 15, 2023, May 15, 2023, August 15, 2023, and November 15, 2023, with 100% of the total shares vested on November 15, 2023, subject to the reporting person's provision of service to Issuer on each vesting date. F3 · derivative.expiration_date: The RSUs vest as to the 25% of the shares on each of February 15, 2023, May 15, 2023, August 15, 2023, and November 15, 2023, with 100% of the total shares vested on November 15, 2023, subject to the reporting person's provision of service to Issuer on each vesting date. Read SEC document |
| December 27, 2022 Filed Dec 29, 2022 21:31 UTC | Compass, Inc. COMP · Entity 3646 | GrantRestricted Stock Unit (RSU) · Derivative | 1,600,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001563190-22-000215 · wf-form4_167234949761588.xml · derivative · entry 1 Reelitz Kalani · CIK 0001953310 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,600,000 Underlying: Class A Common Stock · 1,600,000 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 November 15, 2023 and 6.25% quarterly thereafter, with 100% of the total shares vested on November 15, 2026, 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 November 15, 2023 and 6.25% quarterly thereafter, with 100% of the total shares vested on November 15, 2026, subject to the reporting person's provision of service to the Issuer on each vesting date. 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.