CMPO Form 4: Timothy Fitzsimmons Reports Sale, Retains 759,789 Shares
Rhea-AI Filing Summary
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.
Positive
- 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
Negative
- 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.
FAQ
What did CompoSecure (CMPO) CFO Timothy Fitzsimmons sell?
How many CompoSecure shares does Fitzsimmons own after the reported sale?
What restricted stock units (RSUs) does Fitzsimmons hold at CMPO?
Will the RSUs convert to Class A shares?
What price range were the shares sold at in the reported transaction?