As of September 29, 2026, Compass's top three insider holders are Excalibur (Cayman) Ltd Svf (TenPercentOwner, 48.07Mn shares), Robert L. Reffkin (Chairman And Ceo, 7.76Mn shares), Gregory M. Hart (Chief Operating Officer, 882.68K shares).
| # | Insider | Position | Direct | Indirect | Total | Share of Insiders | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Excalibur (Cayman) Ltd Svf | TenPercentOwner | 0 | 48,070,273 | 48,070,273 | 78.9% | 26 Mar, 2025 |
| 2 | Robert L. Reffkin | Chairman And Ceo | 0 | 7,757,748 | 7,757,748 | 12.7% | 05 Aug, 2026 |
| 3 | Gregory M. Hart | Chief Operating Officer | 882,679 | 0 | 882,679 | 1.4% | 05 Dec, 2023 |
| 4 | Kalani Reelitz | Chief Financial Officer | 811,932 | 0 | 811,932 | 1.3% | 08 Jul, 2025 |
| 5 | Robert S. Lehman | Chief Business Officer | 456,497 | 0 | 456,497 | 0.7% | 13 Dec, 2022 |
| 6 | Scott R. Wahlers | Cfo | 341,581 | 0 | 341,581 | 0.6% | 17 Sep, 2026 |
| 7 | Joseph Sirosh | Chief Technology Officer | 328,555 | 0 | 328,555 | 0.5% | 19 Aug, 2022 |
| 8 | Bradley K Serwin | General Counsel | 258,712 | 0 | 258,712 | 0.4% | 25 Nov, 2025 |
| 9 | Steven J Sordello | Director | 249,776 | 0 | 249,776 | 0.4% | 05 Aug, 2026 |
| 10 | Jr Charles E Phillips | Director | 236,642 | 0 | 236,642 | 0.4% | 15 May, 2026 |
| 11 | Frank Martell | Director | 218,233 | 0 | 218,233 | 0.4% | 15 May, 2026 |
| 12 | Josh N. Mccarter | Director | 0 | 217,447 | 217,447 | 0.4% | 12 Jun, 2026 |
| 13 | Dawanna Williams | Director | 203,017 | 0 | 203,017 | 0.3% | 15 May, 2026 |
| 14 | Ethan Charles Glass | Chief Legal Officer | 202,163 | 0 | 202,163 | 0.3% | 17 Sep, 2026 |
| 15 | Pamela Thomas-Graham | Director | 186,588 | 0 | 186,588 | 0.3% | 15 May, 2026 |
| 16 | Jeffrey T Housenbold | Director | 127,152 | 0 | 127,152 | 0.2% | 05 Jul, 2024 |
| 17 | Kristen M. Ankerbrandt | Chief Financial Officer | 119,564 | 0 | 119,564 | 0.2% | 08 Jul, 2022 |
| 18 | Neda Navab | President, Us Regional Ops | 77,302 | 0 | 77,302 | 0.1% | 07 Dec, 2022 |
| 19 | Priyanka Singh | Chief People Officer | 61,537 | 0 | 61,537 | 0.1% | 07 Dec, 2022 |
| 20 | Anand Mehta | Chief People Officer | 60,576 | 0 | 60,576 | 0.1% | 07 Dec, 2021 |
| 21 | Allan Leinwand | Director | 35,288 | 0 | 35,288 | 0.1% | 15 May, 2026 |
| 22 | Timothy B. Gustavson | Chief Accounting Officer | 29,580 | 0 | 29,580 | 0.0% | 17 Sep, 2026 |
| 23 | Danielle J. Wilkie | President, Customer Success | 604 | 0 | 604 | 0.0% | 07 Dec, 2022 |
Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.
| Date | Insider | Position | Transaction | Shares | Price | Value | Shares Held After | Ownership |
|---|---|---|---|---|---|---|---|---|
| 15 Sep, 2026 | Timothy B. Gustavson | Chief Accounting Officer | Acquired M | 2,299 | $0.00 | $0 | 30,756 | Direct |
| 15 Sep, 2026 | Ethan Charles Glass | Chief Legal Officer | Acquired M | 101,734 | $0.00 | $0 | 253,133 | Direct |
| 15 Sep, 2026 | Scott R. Wahlers | Cfo | Acquired M | 47,466 | $0.00 | $0 | 365,878 | Direct |
| 15 Sep, 2026 | Ethan Charles Glass | Chief Legal Officer | Disposed F | 50,970 | $10.65 | $542.83K | 202,163 | Direct |
| 15 Sep, 2026 | Scott R. Wahlers | Cfo | Disposed F | 24,297 | $10.65 | $258.76K | 341,581 | Direct |
| 15 Sep, 2026 | Timothy B. Gustavson | Chief Accounting Officer | Disposed F | 1,176 | $10.65 | $12.52K | 29,580 | Direct |
| 15 Sep, 2026 | Scott R. Wahlers | Cfo | Disposed M | 27,671 | $0.00 | $0 | 212,146 | Direct |
| 15 Sep, 2026 | Timothy B. Gustavson | Chief Accounting Officer | Disposed M | 2,299 | $0.00 | $0 | 32,189 | Direct |
| 15 Sep, 2026 | Ethan Charles Glass | Chief Legal Officer | Disposed M | 38,150 | $0.00 | $0 | 457,800 | Direct |
| 15 Sep, 2026 | Ethan Charles Glass | Chief Legal Officer | Disposed M | 63,584 | $0.00 | $0 | 0 | Direct |
| 15 Sep, 2026 | Scott R. Wahlers | Cfo | Disposed M | 19,795 | $0.00 | $0 | 230,946 | Direct |
| 03 Aug, 2026 | Steven J Sordello | Director | Acquired M | 2,419 | $0.00 | $0 | 249,776 | Direct |
| 03 Aug, 2026 | Robert L. Reffkin | Chairman And Ceo | Disposed S | 23,456 | $11.70 | $274.43K | 7,757,748 | Indirect |
| 03 Aug, 2026 | Steven J Sordello | Director | Disposed M | 2,419 | $0.00 | $0 | 7,258 | Direct |
| 01 Jul, 2026 | Robert L. Reffkin | Chairman And Ceo | Disposed S | 23,456 | $12.51 | $293.33K | 7,781,204 | Indirect |
| 15 Jun, 2026 | Timothy B. Gustavson | Chief Accounting Officer | Acquired M | 2,299 | $0.00 | $0 | 29,633 | Direct |
| 15 Jun, 2026 | Ethan Charles Glass | Chief Legal Officer | Acquired M | 101,733 | $0.00 | $0 | 202,369 | Direct |
| 15 Jun, 2026 | Scott R. Wahlers | Cfo | Acquired M | 47,466 | $0.00 | $0 | 342,645 | Direct |
| 15 Jun, 2026 | Timothy B. Gustavson | Chief Accounting Officer | Disposed F | 1,176 | $8.59 | $10.10K | 28,457 | Direct |
| 15 Jun, 2026 | Ethan Charles Glass | Chief Legal Officer | Disposed F | 50,970 | $8.59 | $437.83K | 151,399 | Direct |