Welcome to our dedicated page for Compass SEC filings (Ticker: COMP), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Compass, Inc. (NYSE: COMP) SEC filings page brings together the company’s official disclosures as a tech-enabled residential real estate services provider and operator of what it describes as the largest U.S. residential brokerage by sales volume. Through periodic and current reports, investors can review how Compass presents its business model, technology platform, capital structure, and major corporate events.
Compass uses Form 10-K annual reports and Form 10-Q quarterly reports to describe its operations, risk factors, and financial performance as a New York City–based real estate services company built around a proprietary, cloud-based platform for agents. These filings provide detail on segment activities, market share metrics, and the integration of technology with brokerage services.
Form 8-K current reports are particularly important for Compass, as they document material events such as the all-stock merger with Anywhere Real Estate Inc., completion of that transaction, changes to credit facilities, and the issuance and pricing of 0.25% convertible senior notes due 2031. Related exhibits outline the terms of the merger agreement, the revolving credit and guaranty agreement, and the indenture governing the notes, including conversion features and capped call transactions.
Filings also address governance and compensation matters, including equity incentive plan amendments and the treatment of equity awards in connection with the Anywhere merger. Where applicable, investors can review pro forma financial information that illustrates the combined impact of the merger and associated financing transactions.
On Stock Titan, these SEC documents are updated in near real time from EDGAR and paired with AI-generated summaries that explain key terms, highlight capital structure changes, and clarify how items like convertible notes, revolving credit facilities, and merger-related disclosures affect Compass. Users can quickly scan complex filings, then open the full documents for deeper analysis of COMP’s regulatory and financial reporting history.
Compass, Inc. executive Timothy B. Gustavson, the Chief Accounting Officer, reported his initial holdings on a Form 3. He disclosed direct ownership of 27,334 shares of Class A common stock as of March 2, 2026, establishing his baseline equity position as a company insider.
Compass, Inc. director Allan Leinwand reported two bona fide gifts of Class A common stock on
Compass, Inc. files its annual report describing a transformed business after acquiring Anywhere Real Estate Inc. and the Christie’s International Real Estate platform. The company now operates a large owned‑brokerage and franchise network, reaching more than 340,000 real estate professionals across about 120 countries and territories.
Compass details an integrated model spanning brokerage, franchises, title, escrow, mortgage joint ventures, relocation and lead‑generation programs, supported by proprietary technology platforms. The report highlights extensive risk factors, including high mortgage rates, low inventory, heavy regulation, antitrust litigation pressures, and significant new debt taken on for the Anywhere merger, which increases interest expense and covenant risk.
Compass, Inc. reported record fourth quarter and full-year 2025 results and shared selected financials for its recent acquisition, Anywhere Real Estate. Q4 revenue rose 23.1% year-over-year to $1.70 billion, with organic revenue up 11.3% and total transactions up 19.7% versus a 0.7% market increase.
Full-year revenue reached a record $7.0 billion, and operating cash flow was a record $217 million, marking eight consecutive quarters of positive operating cash flow. Adjusted EBITDA grew to $58.3 million in Q4 and $293.4 million for 2025, even though Compass still posted a GAAP net loss of $42.6 million for Q4 and $58.5 million for the year, partly due to stock-based compensation and merger expenses.
Operationally, principal agents increased 19.4% year-over-year to 21,190 with 96.8% quarterly retention, and Q4 gross transaction value rose 21.6% to $65.6 billion. Compass issued Q1 2026 guidance for revenue of $2.55–$2.75 billion and Adjusted EBITDA of $15–$35 million, including discrete Anywhere-related expenses. Anywhere’s 2025 standalone net revenues were $5,960 million with Operating EBITDA of $294 million, highlighting the scale being added to the combined business.
Compass, Inc. appointed Timothy B. Gustavson as Chief Accounting Officer and principal accounting officer, effective March 2, 2026. The existing Chief Financial Officer, Scott Wahlers, will continue in his role as CFO and principal financial officer, so the finance leadership remains otherwise unchanged.
Gustavson, age 57, previously served as Chief Accounting Officer, Controller and Senior Vice President of Anywhere Real Estate, Inc. from March 2015 until its acquisition by Compass on January 9, 2026, and earlier spent 16 years in public accounting with KPMG. Compass states there are no family relationships, related-party transactions, or special arrangements connected to his selection, and no new compensatory arrangements were entered into in connection with this appointment.
SoftBank-affiliated funds report beneficial ownership of 25,062,973 shares of Compass, Inc. Class A common stock, representing 4.5% of the class as of December 31, 2025. This amended Schedule 13G/A lists SB Investment Advisers (UK) Limited, SoftBank Vision Fund (AIV M1) L.P., SVF Endurance (Cayman) Limited, and SVF Excalibur (Cayman) Limited as reporting persons.
The 4.5% figure is based on 552,113,490 Compass Class A shares outstanding as of November 25, 2025, as disclosed in a Form 424B3 prospectus. SVF Excalibur is the record holder of all 25,062,973 shares, held through a SoftBank-controlled ownership chain, and the group indicates ownership of 5 percent or less of the class.
Compass, Inc. filed an amended current report to add detailed financial information for its acquisition of Anywhere Real Estate Inc. and related entities. The filing includes audited 2024 financial statements for Anywhere and At World Properties, plus unaudited pro forma results showing Compass as if the merger had occurred earlier.
Anywhere generated $5,692 million in 2024 net revenues, mainly from brokerage commissions, franchise fees and title services, but reported a net loss of $127 million. At year-end 2024, Anywhere had total assets of $5,636 million, liabilities of $4,066 million and total equity of $1,570 million. Operating cash flow was $104 million, while the business carried $2,521 million of short- and long-term debt and $140 million of securitization obligations.
Compass, Inc. Chairman and CEO Robert L. Reffkin reported RSU vesting and related share activity on February 4, 2026. He acquired 1,154,593 shares of Class A common stock at $0 upon settlement of RSUs, then had 638,797 shares withheld by Compass at $11.98 to cover taxes, leaving 515,796 shares held directly.
After these transactions, he also held derivative awards of 1,629,254 and 1,019,899 RSUs, each convertible into Class A shares. Indirectly, entities and trusts associated with him held 7,828,116 shares of Class A common stock, as detailed across several family trusts and an investment corporation.
Compass, Inc. director Steven J. Sordello acquired 2,773 shares of Class A Common Stock through the settlement of restricted stock units (RSUs) at a price of $0 per share. After this transaction, he directly owned 209,296 Class A shares.
The corresponding RSU position shows 2,773 RSUs remaining beneficially owned. Each RSU represents the right to receive one Class A share upon settlement. The RSUs are scheduled to vest in four installments of 25% each on August 1, 2025, November 1, 2025, February 1, 2026, and May 1, 2026, or earlier in full on the date of the next annual stockholder meeting if still unvested.
A holder of COMP common stock filed a Form 144 notice to sell shares under Rule 144. The planned transaction covers 4,749 shares of common stock, with an aggregate market value of $63,304.17, to be sold through Morgan Stanley Smith Barney LLC on the NYSE around 01/26/2026. These shares were acquired on the same date via an exercise of stock options paid in cash.
The filing also lists prior sales under a Rule 10b5‑1 trading plan over the past three months, including 182,452 shares sold on 01/09/2026 for $2,422,827.47 and 197,568 shares sold on 01/07/2026 for $2,413,522.78, along with several smaller November 2025 sales. The signer represents they are not aware of undisclosed material adverse information about the issuer.