CompoSecure (CMPO) CEO details RSU tax share withholdings and holdings
Rhea-AI Filing Summary
CompoSecure, Inc. President and CEO Jonathan Wilk filed a Form 4 reporting shares of Class A common stock withheld to cover taxes on vested restricted stock units (RSUs). On September 9, 2025, 169,439 shares were withheld at $19.40 per share in connection with performance-vesting RSUs adjusted for the Resolute Holdings Management spin-off. On January 1, 2026, additional tax withholdings covered 208,690, 129,449 and 174,753 shares at $19.28 per share, and on January 2, 2026, 49,112 shares were withheld at $19.28 per share.
After these transactions, Wilk directly held 2,697,647 shares of Class A common stock and indirectly held 770,295 shares through CompoSecure Employee LLC. Footnotes explain that RSU grants from 2022–2024 were adjusted for the spin-off and will continue to vest on future dates, with settlement in stock and potential additional tax share withholdings.
Positive
- None.
Negative
- None.
Insider Trade Summary
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Tax Withholding | Class A Common Stock | 49,112 | $19.28 | $947K |
| Tax Withholding | Class A Common Stock | 208,690 | $19.28 | $4.02M |
| Tax Withholding | Class A Common Stock | 129,449 | $19.28 | $2.50M |
| Tax Withholding | Class A Common Stock | 174,753 | $19.28 | $3.37M |
| Tax Withholding | Class A Common Stock | 169,439 | $19.40 | $3.29M |
| holding | Class A Common Stock | -- | -- | -- |
Footnotes (1)
- Reflects the number of shares withheld in satisfaction of applicable tax withholding obligations in connection with the net settlement of performance-vesting restricted stock units ("RSUs") that vested on September 9, 2025, as adjusted in connection with the spin-off of Resolute Holdings Management, Inc. (the "Spin-Off"). These performance-based RSUs were originally granted on March 16, 2022 and vested over the applicable performance period based on the achievement of the provided performance targets, as set forth in the governing award agreement. Reflects the number of shares withheld in satisfaction of applicable tax withholding obligations in connection with the net settlement of 328,503 restricted stock units ("RSUs") that vested on January 1, 2026. These RSUs were originally granted on March 16, 2022 in the aggregate amount of 1,123,451 RSUs and were adjusted in connection with Spin-Off to include an additional 47,641 RSUs. Reflects the number of shares withheld in satisfaction of applicable tax withholding obligations in connection with the net settlement of 204,258 RSUs that vested on January 1, 2026. These RSUs were originally granted on March 8, 2023 in the aggregate amount of 523,903 RSUs and were adjusted in connection with the Spin-Off to include an additional 29,623 RSUs. Reflects the number of shares withheld in satisfaction of applicable tax withholding obligations in connection with the net settlement of 275,742 RSUs that vested on January 1, 2026. These RSUs were originally granted on March 15, 2024 in the aggregate amount of 707,258 RSUs and were adjusted in connection with the Spin-Off to include an additional 79,979 RSUs, for which the remaining 275,742 RSUs (the "2024 Unvested Time-Vesting RSUs") will continue to vest on January 1, 2027, subject to the reporting person's continued service as of the vesting date. Reflects the number of shares withheld in satisfaction of applicable tax withholding obligations in connection with the net settlement of performance-vesting RSUs that vested on January 1, 2026, as adjusted in connection with the Spin-Off. These performance-based RSUs were originally granted on March 8, 2023 and vested over the applicable performance period based on the achievement of the provided performance targets, as set forth in the governing award agreement. Includes (A) 1,473,616 shares of Class A Common Stock owned by the reporting person, (B) 325,513 shares of Class A Common Stock underlying RSUs, which will vest in three equal installments on February 26, 2028, February 26, 2030 and February 26, 2032, and (C) 275,742 shares of Class A Common Stock underlying the 2024 Unvested Time-Vesting RSUs that will vest on January 1, 2027, subject in each case to the reporting person's continued service as of the applicable vesting date. The RSUs will be settled into Class A Common Stock upon vesting and may be settled net of shares withheld to pay applicable taxes. Includes 827,227 performance-vesting RSUs, as adjusted in connection with the Spin-Off, which will vest over the applicable performance period based on the achievement of the provided performance targets, as set forth in the respective governing award agreement, subject in each case to the reporting person's continued service as of the vesting date of January 1, 2027. The RSUs will be settled into Class A Common Stock upon vesting and may be settled net of shares withheld to pay applicable taxes. The reported securities are held directly by CompoSecure Employee LLC, and the reporting person (the sole member of CompoSecure Employee LLC) may be deemed to have sole power to vote or dispose of these securities. The reporting person may be deemed the beneficial owner of the shares of Class A Common Stock held by CompoSecure Employee LLC because he is its sole member. The reporting person disclaims beneficial ownership of the securities except to the extent of his pecuniary interest therein.
FAQ
What insider activity did CompoSecure (CMPO) report in this Form 4?
The Form 4 shows that President and CEO Jonathan Wilk had multiple transactions coded "F," where shares of Class A common stock were withheld to satisfy tax obligations arising from the vesting of restricted stock units (RSUs) and performance-vesting RSUs.
What RSU awards are described for the CompoSecure (CMPO) CEO in this filing?
The footnotes describe RSUs granted on March 16, 2022, March 8, 2023, and March 15, 2024, some performance-based and some time-vesting. These grants were adjusted for the Resolute Holdings Management, Inc. spin-off and vest over specified periods based on performance targets and continued service.
When will the remaining CompoSecure (CMPO) RSUs for the CEO vest?
The filing notes 275,742 time-vesting RSUs scheduled to vest on January 1, 2027, and RSUs that will vest in three equal installments on February 26, 2028, February 26, 2030 and February 26, 2032, subject to continued service. Additional performance-vesting RSUs are tied to achievement of performance targets through a period ending on January 1, 2027.
How does the CompoSecure Employee LLC holding relate to the CEO in this Form 4?
The Form 4 explains that 770,295 shares are held by CompoSecure Employee LLC, of which Jonathan Wilk is the sole member. He may be deemed to have sole voting and dispositive power and may be deemed the beneficial owner to the extent of his pecuniary interest, while disclaiming beneficial ownership beyond that.