Compass Minerals Intl Inc SEC Filings

Melissa M. Miller, a director of Compass Minerals International, was granted 1,465 common stock units on 09/30/2025 as compensation for board service. The transaction was recorded on a Form 4 filed under the issuer ticker CMP. The grant had a reported price of $0, consistent with issuance of stock units rather than a cash purchase, and increased the reporting person’s total beneficial ownership to 29,814 shares. The Form 4 was signed by a power of attorney on 10/02/2025 and includes an explanation that the units were granted in connection with director service.

Compass Minerals (CMP) director Lori A. Walker reported changes in her beneficial ownership on Form 4. The filing shows a 09/30/2025 grant of 1,563 common stock units to Ms. Walker with a $0 price, recorded as an acquisition tied to her director service, and a reported disposal of 3,053 common stock units (listed separately). After the reported acquisition, the filing shows Ms. Walker beneficially owns 42,229 shares indirectly through the Walker Joint Revocable Trust. The Form 4 was signed under power of attorney on 10/01/2025.

Compass Minerals (CMP) director Richard P. Dealy received 1,530 common stock units on 09/30/2025 as compensation for his service as a director. The units were granted at no cash price ($0) and increased his total beneficial ownership to 30,156 shares following the award. The Form 4 was filed as a single reporting person filing and signed by an attorney-in-fact on 10/01/2025. The filing explicitly states the units represent common stock units granted by the issuer in connection with the reporting person’s director service.

Form 144 notice for Compass Minerals International, Inc. (CMP) shows a proposed sale of 1,000 common shares acquired on 06/15/2022 via an open market purchase with payment in cash. The filer reports an aggregate market value of $19,120 and cites 41,688,657 shares outstanding. The approximate sale date is 08/27/2025 and the broker listed is Fidelity Brokerage Services LLC in Boston. The filing lacks identifying filer CIK/CCC and the issuer address/phone fields are blank, limiting confirmation of filing parties.

Compass Minerals International, Inc. (CMP) filed a Form 144 notifying a proposed sale of 9,674 common shares through Morgan Stanley Smith Barney on the NYSE with an aggregate market value of $180,508.13. The filing shows the shares to be sold represent a small fraction of the company's outstanding shares (41,688,657). The securities were originally acquired as restricted stock in three grants dated 10/15/2024 (6,427 shares), 01/13/2024 (849 shares), and 10/15/2023 (2,398 shares). No sales by the reporting person in the prior three months were reported. The filer affirms no undisclosed material adverse information.

Gumshoe Capital affiliates and Eric Wolff report a passive ownership stake in Compass Minerals International. Collectively the reporting persons disclose beneficial ownership of 1,324,134 shares, representing 3.2% of the outstanding common stock. The filing indicates shared voting and shared dispositive power over these shares rather than sole control.

The schedule states the securities are held by advisory clients of Gumshoe Capital Management LLC and includes a disclaimer that each reporting person disclaims beneficial ownership except to the extent of pecuniary interest. The filing is submitted on Schedule 13G and includes a certification that the holdings were not acquired to change or influence control of the issuer.

Compass Minerals reported higher sales and improved operating results. Quarterly sales were $214.6 million versus $202.9 million a year earlier and nine-month sales were $1,016.4 million versus $908.6 million. Quarterly operating income rose to $15.9 million from $5.9 million, and nine-month operating income was $13.3 million versus a prior-year loss.

Net loss narrowed to $17.0 million for the quarter and $72.6 million for the nine months, with basic net loss per share of $0.41 and $1.74, respectively. Cash from operations improved to $204.6 million, and cash and equivalents increased to $79.4 million. The company issued $650.0 million of 8.00% senior notes due 2030 to refinance secured debt and redeem notes, and reported compliance with amended credit covenants.

Material charges and contingencies include a $53.0 million impairment related to the Fortress fire retardant business, a recorded recall liability of $101.1 million with estimated insurance recoveries of $95.9 million, an additional $29.0 million valuation allowance on U.S. deferred tax assets, and ongoing Canadian tax reassessments totaling $210.4 million with $160.5 million collateral posted.