As of June 02, 2026, Compass's top three insider holders are Excalibur (Cayman) Ltd Svf (TenPercentOwner, 48.07Mn shares), Robert L. Reffkin (Chairman And Ceo, 8.60Mn shares), Robert L. Reffkin (Chairman And Ceo, 7.83Mn shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Jr Charles E Phillips | - | 201,354 | 0 | 06 Jun, 2025 |
| Bradley K Serwin | General Counsel | 258,712 | 0 | 25 Nov, 2025 |
| Pamela Thomas-Graham | - | 151,300 | 0 | 06 Jun, 2025 |
| Steven J Sordello | - | 209,296 | 0 | 04 Feb, 2026 |
| Jeffrey T Housenbold | - | 127,152 | 0 | 05 Jul, 2024 |
| Frank Martell | - | 182,945 | 0 | 06 Jun, 2025 |
| Allan Leinwand | - | 0 | 146,352 | 05 Mar, 2026 |
| Excalibur (Cayman) Ltd Svf | - | 0 | 48,070,273 | 26 Mar, 2025 |
| Scott R. Wahlers | Cfo | 295,179 | 0 | 25 Mar, 2026 |
| Joseph Sirosh | Chief Technology Officer | 328,555 | 0 | 19 Aug, 2022 |
| Neda Navab | President, Us Regional Ops | 77,302 | 0 | 07 Dec, 2022 |
| Robert L. Reffkin | Chairman And Ceo | 0 | 8,601,981 | 15 Sep, 2021 |
| Danielle J. Wilkie | President, Customer Success | 604 | 0 | 07 Dec, 2022 |
| Robert S. Lehman | Chief Business Officer | 456,497 | 0 | 13 Dec, 2022 |
| Gregory M. Hart | Chief Operating Officer | 882,679 | 0 | 05 Dec, 2023 |
| Kristen M. Ankerbrandt | Chief Financial Officer | 119,564 | 0 | 08 Jul, 2022 |
| Anand Mehta | Chief People Officer | 60,576 | 0 | 07 Dec, 2021 |
| Dawanna Williams | - | 167,729 | 0 | 06 Jun, 2025 |
| Priyanka Singh | Chief People Officer | 61,537 | 0 | 07 Dec, 2022 |
| Josh N. Mccarter | - | 0 | 182,159 | 10 Sep, 2025 |
| Kalani Reelitz | Chief Financial Officer | 811,932 | 0 | 08 Jul, 2025 |
| Ethan Charles Glass | Chief Legal Officer | 100,636 | 0 | 18 Mar, 2026 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 23 Mar, 2026 | Ethan Charles Glass | Restricted Stock Unit (RSU) | A | 156,959 | $0.00 | 156,959 | D | A |
| 23 Mar, 2026 | Scott R. Wahlers | Class A Common Stock | A | 35,460 | $0.00 | 313,282 | D | M |
| 23 Mar, 2026 | Ethan Charles Glass | Restricted Stock Unit (RSU) | A | 156,959 | $0.00 | 156,959 | D | A |
| 23 Mar, 2026 | Scott R. Wahlers | Class A Common Stock | A | 35,460 | $0.00 | 313,282 | D | M |
| 23 Mar, 2026 | Timothy B. Gustavson | Restricted Stock Unit (RSU) | A | 36,787 | $0.00 | 36,787 | D | A |
| 23 Mar, 2026 | Scott R. Wahlers | Class A Common Stock | D | 18,103 | $7.77 | 295,179 | D | F |
| 23 Mar, 2026 | Timothy B. Gustavson | Restricted Stock Unit (RSU) | A | 15,750 | $0.00 | 15,750 | D | A |
| 23 Mar, 2026 | Scott R. Wahlers | Class A Common Stock | D | 18,103 | $7.77 | 295,179 | D | F |
| 23 Mar, 2026 | Scott R. Wahlers | Performance Stock Unit (PSU) | A | 70,921 | $0.00 | 70,921 | D | A |
| 23 Mar, 2026 | Scott R. Wahlers | Performance Stock Unit (PSU) | A | 70,921 | $0.00 | 70,921 | D | A |
| 23 Mar, 2026 | Timothy B. Gustavson | Restricted Stock Unit (RSU) | A | 11,898 | $0.00 | 11,898 | D | A |
| 23 Mar, 2026 | Scott R. Wahlers | Performance Stock Unit (PSU) | D | 35,460 | $0.00 | 35,461 | D | M |
| 23 Mar, 2026 | Scott R. Wahlers | Performance Stock Unit (PSU) | D | 35,460 | $0.00 | 35,461 | D | M |
| 23 Mar, 2026 | Timothy B. Gustavson | Restricted Stock Unit (RSU) | A | 64,696 | $0.00 | 64,696 | D | A |
| 23 Mar, 2026 | Scott R. Wahlers | Restricted Stock Unit (RSU) | A | 196,199 | $0.00 | 196,199 | D | A |
| 23 Mar, 2026 | Timothy B. Gustavson | Restricted Stock Unit (RSU) | A | 18,431 | $0.00 | 18,431 | D | A |
| 23 Mar, 2026 | Scott R. Wahlers | Restricted Stock Unit (RSU) | A | 196,199 | $0.00 | 196,199 | D | A |
| 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 | A | 101,733 | $0.00 | 151,606 | D | M |