[Form 4] CompoSecure, Inc. Insider Trading Activity
Timothy W. Fitzsimmons, Chief Financial Officer of CompoSecure, reported the sale of 100,000 shares of Class A Common Stock on 08/12/2025 for a weighted-average price of $18.74. Following that sale he beneficially owns 759,789 shares.
His reported holdings combine 323,378 directly owned shares and multiple restricted stock unit (RSU) tranches: 48,071 RSUs vesting in three equal installments on February 26, 2028, 2030 and 2032; 62,500 RSUs vesting January 1, 2026; 30,561 RSUs vesting January 1, 2026; 81,438 RSUs vesting ratably on January 1, 2026 and January 1, 2027; plus 213,841 performance-vesting RSUs that vest only if performance targets are met. RSUs will be settled into Class A Common Stock and may be net-settled to cover taxes.
- Reporting person remains a significant holder: beneficial ownership of 759,789 shares following the sale
- Compensation aligned with long-term service and performance: multiple time-based RSU tranches and 213,841 performance-vesting RSUs with explicit vesting schedules
- Insider disposition: sale of 100,000 Class A shares reported
- Sale executed in multiple transactions: weighted-average price reported as $18.74 with execution prices ranging $18.68 to $18.83
Insights
TL;DR: CFO sold 100,000 shares at a weighted-average $18.74 yet remains a substantial holder with 759,789 beneficially owned shares.
The reported sale on 08/12/2025 consisted of multiple transactions aggregated to 100,000 shares at a weighted-average price of $18.74, with transaction prices reported between $18.68 and $18.83. After the disposition, Fitzsimmons beneficially owns 759,789 shares comprised of 323,378 directly owned shares and extensive RSU awards, including 213,841 performance-vesting RSUs. The mix of vested/vestable and performance-based awards is important for modeling future share count and potential executive alignment, but the Form 4 shows continued significant insider ownership rather than an exit.
TL;DR: Transaction is a routine insider disposition reported on Form 4; the compensation structure relies heavily on time- and performance-based RSUs.
The filing discloses a sale of 100,000 Class A shares and a detailed breakdown of unvested and performance-vesting restricted stock units with explicit vesting dates. The presence of staggered time-based RSUs and a sizable block of performance-vesting RSUs indicates retention and performance linkages in executive pay. The Form 4 includes transparent vesting schedules and a footnote on weighted-average pricing, supporting interpretability for governance reviewers and investors evaluating insider alignment.