Compass's three largest insider shareholders as of March 23, 2026 are Excalibur (Cayman) Ltd Svf (TenPercentOwner, 48.07Mn shares), Robert L. Reffkin (Chairman And Ceo, 7.83Mn shares), Gregory M. Hart (Chief Operating Officer, 882.68K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Excalibur (Cayman) Ltd Svf | 0 | 48,070,273 | 26 Mar, 2025 | |
| Robert L. Reffkin | Chairman And Ceo | 0 | 7,828,116 | 14 Aug, 2024 |
| Gregory M. Hart | Chief Operating Officer | 882,679 | 0 | 05 Dec, 2023 |
| Kalani Reelitz | Chief Financial Officer | 811,932 | 0 | 08 Jul, 2025 |
| Robert L. Reffkin | Chairman And Ceo | 515,796 | 0 | 06 Feb, 2026 |
| Robert S. Lehman | Chief Business Officer | 456,497 | 0 | 13 Dec, 2022 |
| Joseph Sirosh | Chief Technology Officer | 328,555 | 0 | 19 Aug, 2022 |
| Scott R. Wahlers | Cfo | 277,822 | 0 | 18 Mar, 2026 |
| Bradley K Serwin | General Counsel | 258,712 | 0 | 25 Nov, 2025 |
| Steven J Sordello | 209,296 | 0 | 04 Feb, 2026 | |
| Jr Charles E Phillips | 201,354 | 0 | 06 Jun, 2025 | |
| Frank Martell | 182,945 | 0 | 06 Jun, 2025 | |
| Josh N. Mccarter | 0 | 182,159 | 10 Sep, 2025 | |
| Dawanna Williams | 167,729 | 0 | 06 Jun, 2025 | |
| Pamela Thomas-Graham | 151,300 | 0 | 06 Jun, 2025 | |
| Allan Leinwand | 0 | 146,352 | 05 Mar, 2026 | |
| Jeffrey T Housenbold | 127,152 | 0 | 05 Jul, 2024 | |
| Ethan Charles Glass | Chief Legal Officer | 100,636 | 0 | 18 Mar, 2026 |
| Neda Navab | President, Us Regional Ops | 77,302 | 0 | 07 Dec, 2022 |
| Priyanka Singh | Chief People Officer | 61,537 | 0 | 07 Dec, 2022 |
| Anand Mehta | Chief People Officer | 60,576 | 0 | 07 Dec, 2021 |
| Frank Martell | 0 | 30,000 | 18 May, 2022 | |
| Danielle J. Wilkie | President, Customer Success | 604 | 0 | 07 Dec, 2022 |
| Joseph Sirosh | Chief Technology Officer | 0 | 50 | 06 Apr, 2021 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 16 Mar, 2026 | Scott R. Wahlers | Class A Common Stock | A | 56,690 | $0.00 | 306,763 | D | M |
| 16 Mar, 2026 | Ethan Charles Glass | Class A Common Stock | A | 101,733 | $0.00 | 151,606 | D | M |
| 16 Mar, 2026 | Ethan Charles Glass | Class A Common Stock | D | 50,970 | $8.28 | 100,636 | D | F |
| 16 Mar, 2026 | Scott R. Wahlers | Class A Common Stock | D | 28,941 | $8.28 | 277,822 | D | F |
| 16 Mar, 2026 | Ethan Charles Glass | Restricted Stock Unit (RSU) | D | 38,150 | $0.00 | 534,100 | D | M |
| 16 Mar, 2026 | Scott R. Wahlers | Restricted Stock Unit (RSU) | D | 36,895 | $0.00 | 267,488 | D | M |
| 16 Mar, 2026 | Ethan Charles Glass | Restricted Stock Unit (RSU) | D | 63,583 | $0.00 | 127,167 | D | M |
| 16 Mar, 2026 | Scott R. Wahlers | Restricted Stock Unit (RSU) | D | 19,795 | $0.00 | 270,536 | D | M |
| 03 Mar, 2026 | Allan Leinwand | Class A Common Stock | D | 30,296 | $0.00 | 0 | D | G |
| 03 Mar, 2026 | Allan Leinwand | Class A Common Stock | A | 30,296 | $0.00 | 146,352 | I | G |
| 04 Feb, 2026 | Robert L. Reffkin | Class A Common Stock | A | 1,154,593 | $0.00 | 1,154,593 | D | M |
| 04 Feb, 2026 | Robert L. Reffkin | Class A Common Stock | D | 638,797 | $11.98 | 515,796 | D | F |
| 04 Feb, 2026 | Robert L. Reffkin | Restricted Stock Unit (RSU) | D | 814,627 | $0.00 | 1,629,254 | D | M |
| 04 Feb, 2026 | Robert L. Reffkin | Restricted Stock Unit (RSU) | D | 339,966 | $0.00 | 1,019,899 | D | M |
| 02 Feb, 2026 | Steven J Sordello | Class A Common Stock | A | 2,773 | $0.00 | 209,296 | D | M |
| 02 Feb, 2026 | Steven J Sordello | Restricted Stock Unit (RSU) | D | 2,773 | $0.00 | 2,773 | D | M |
| 06 Jan, 2026 | Scott R. Wahlers | Class A Common Stock | A | 76,329 | $0.00 | 389,954 | D | M |
| 06 Jan, 2026 | Ethan Charles Glass | Class A Common Stock | A | 101,732 | $0.00 | 101,732 | D | M |
| 06 Jan, 2026 | Ethan Charles Glass | Class A Common Stock | D | 51,859 | $10.83 | 49,873 | D | F |
| 06 Jan, 2026 | Scott R. Wahlers | Class A Common Stock | D | 39,895 | $10.83 | 350,059 | D | F |