Based on data from the past 90 days ending January 29, 2026, Compass's three largest insider shareholders are TenPercentOwner Excalibur (Cayman) Ltd Svf (48.07Mn shares), Chairman And Ceo Robert L. Reffkin (7.83Mn shares), Chief Operating Officer Gregory M. Hart (882.68K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Excalibur (Cayman) Ltd Svf | 48,070,273 | 26 Mar, 2025 | |
| Robert L. Reffkin | Chairman And Ceo | 7,828,116 | 19 Feb, 2025 |
| Gregory M. Hart | Chief Operating Officer | 882,679 | 05 Dec, 2023 |
| Kalani Reelitz | Chief Financial Officer | 811,932 | 08 Jul, 2025 |
| Robert S. Lehman | Chief Business Officer | 456,497 | 13 Dec, 2022 |
| Joseph Sirosh | Chief Technology Officer | 328,605 | 19 Aug, 2022 |
| Bradley K Serwin | General Counsel | 258,712 | 25 Nov, 2025 |
| Scott R. Wahlers | Cfo | 250,073 | 08 Jan, 2026 |
| Steven J Sordello | 206,523 | 05 Dec, 2025 | |
| Jr Charles E Phillips | 201,354 | 06 Jun, 2025 | |
| Frank Martell | 182,945 | 06 Jun, 2025 | |
| Josh N. Mccarter | 182,159 | 10 Sep, 2025 | |
| Dawanna Williams | 167,729 | 06 Jun, 2025 | |
| Pamela Thomas-Graham | 151,300 | 06 Jun, 2025 | |
| Allan Leinwand | 146,352 | 07 Aug, 2025 | |
| Jeffrey T Housenbold | 127,152 | 05 Jul, 2024 | |
| Kristen M. Ankerbrandt | Chief Financial Officer | 119,564 | 08 Jul, 2022 |
| Neda Navab | President And Us Regional Ops | 77,302 | 07 Dec, 2022 |
| Priyanka Singh | Chief People Officer | 61,537 | 07 Dec, 2022 |
| Anand Mehta | Chief People Officer | 60,576 | 07 Dec, 2021 |
| Ethan Charles Glass | Chief Legal Officer | 49,873 | 08 Jan, 2026 |
| Danielle J. Wilkie | President And Customer Success | 604 | 07 Dec, 2022 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 07 Jan, 2026 | Scott R. Wahlers | Class A Common Stock | D | 99,986 | $12.03 | 250,073 | D | S |
| 06 Jan, 2026 | Scott R. Wahlers | Class A Common Stock | D | 39,895 | $10.83 | 350,059 | D | F |
| 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 | D | 51,859 | $10.83 | 49,873 | D | F |
| 06 Jan, 2026 | Ethan Charles Glass | Class A Common Stock | A | 101,732 | $0.00 | 101,732 | D | M |
| 17 Dec, 2025 | Scott R. Wahlers | Class A Common Stock | D | 26,600 | $11.00 | 313,625 | D | S |
| 12 Dec, 2025 | Scott R. Wahlers | Class A Common Stock | D | 23,500 | $11.00 | 340,225 | D | S |
| 03 Dec, 2025 | Steven J Sordello | Class A Common Stock | A | 2,773 | $0.00 | 206,523 | D | M |
| 03 Dec, 2025 | Steven J Sordello | - | - | 206,523 | D | |||
| 25 Nov, 2025 | Bradley K Serwin | Class A Common Stock | D | 20,953 | $11.00 | 258,712 | D | S |
| 25 Nov, 2025 | Bradley K Serwin | - | - | 258,712 | D | |||
| 25 Nov, 2025 | Scott R. Wahlers | Class A Common Stock | D | 49,900 | $11.00 | 363,725 | D | S |
| 24 Nov, 2025 | Bradley K Serwin | Class A Common Stock | D | 20,952 | $10.50 | 279,665 | D | S |
| 21 Nov, 2025 | Bradley K Serwin | Class A Common Stock | D | 13,969 | $10.00 | 300,617 | D | S |
| 12 Nov, 2025 | Bradley K Serwin | Class A Common Stock | D | 904 | $9.50 | 314,586 | D | S |
| 11 Nov, 2025 | Bradley K Serwin | - | - | 315,490 | D | |||
| 11 Nov, 2025 | Bradley K Serwin | Class A Common Stock | D | 903 | $9.00 | 315,490 | D | S |
| 03 Oct, 2025 | Bradley K Serwin | Class A Common Stock | D | 44,604 | $7.83 | 316,393 | D | F |
| 03 Oct, 2025 | Bradley K Serwin | Class A Common Stock | A | 87,832 | $0.00 | 360,997 | D | M |
| 03 Oct, 2025 | Bradley K Serwin | - | - | 316,393 | D |