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.
Compass, Inc. filings document the company's real estate services business, capital structure, governance and material events. Recent Form 8-K reports cover operating and financial results, Regulation FD disclosures, material agreements, officer appointments, and transaction-related obligations tied to its brokerage and franchise operations, including records following the completed acquisition of Anywhere Real Estate.
Proxy materials describe board and shareholder voting matters, executive compensation, equity awards and governance practices. The filing record also includes exhibits and capital-structure disclosures relevant to Compass's owned-brokerage and franchise model, its brand portfolio, technology platform and integrated real estate services.
Compass, Inc. reported strong growth for the quarter ended June 30, 2026 after completing its stock-for-stock acquisition of Anywhere Real Estate in January. Revenue for the quarter rose to $4.306 billion from $2.060 billion, driven mainly by brokerage commissions with added franchise and integrated services contributions.
Net income for the quarter increased to $92 million from $39 million, while the first half swung to profit of $114 million versus a $12 million loss a year earlier, aided by a $396 million income tax benefit. Total assets expanded to $8.332 billion, including $2.972 billion of intangible assets and $2.558 billion of goodwill from acquisitions.
To finance the Anywhere Merger and related activities, Compass took on significant leverage, ending June 30, 2026 with $3.140 billion of long-term debt and $191 million of securitization obligations, compared with no long-term debt at year-end 2025. Cash and cash equivalents increased to $694 million, supported by $977 million of proceeds from 0.25% Convertible Senior Notes and higher securitization borrowings.
Compass, Inc. director Steven J. Sordello reported a derivative exercise/conversion involving 2,419 Restricted Stock Units (RSUs), corresponding to 2,419 shares of Class A Common Stock on August 3, 2026. After the transaction he holds 249,776 Class A shares directly and 7,258 RSUs. The RSUs referenced in the filing are scheduled to vest 25% on each of August 1, 2026, November 1, 2026, February 1, 2027, and May 1, 2027, or fully on the date of the next annual stockholders’ meeting if earlier.
Compass, Inc. Chairman and CEO Robert L. Reffkin reported that The Ruth Reffkin Family Trust sold 23,456 shares of Class A Common Stock on August 3, 2026 at a weighted average price of $11.6999 per share, in automatic transactions under a Rule 10b5-1 plan adopted on March 3, 2026.
After this sale, entities associated with Reffkin indirectly held 7,757,748 shares of Class A Common Stock across several trusts and a corporation, while he directly held 515,796 shares.
Compass, Inc. reported record second-quarter 2026 results, with revenue of $4.31 billion, up 109% year-over-year and 14.3% versus pro forma, and GAAP net income of $92 million. Adjusted EBITDA reached $363 million, an 8.4% margin and the highest second-quarter level in the company’s history.
The company generated $191 million of operating cash flow and $180 million of free cash flow in Q2, lifting cash to $694 million with no revolver balance, while long-term debt stood at $3.14 billion. Brokerage and Franchise Gross Transaction Value increased, outpacing U.S. housing market growth, and integrated services transactions grew strongly.
Compass has actioned its full first-year net cost synergy target of $300 million from the Anywhere integration five months early and raised the actioned target to $330 million and its 2026 realized net cost synergy goal to $220 million. For Q3 2026 it guides to revenue of $3.85–$4.05 billion and Adjusted EBITDA of $275–$305 million, and expects positive free cash flow for 2026.
Vanguard Capital Management reports beneficial ownership of 37,563,557 shares of Compass Inc common stock, representing 5.02% of the class as of June 30, 2026. It has sole voting power over 5,161,062 shares and sole dispositive power over all 37,563,557 shares, with no shared voting or dispositive power.
The position aggregates securities deemed beneficially owned by Vanguard Capital Management LLC and certain affiliates and business divisions, including Vanguard Asset Management Limited, Vanguard Fiduciary Trust Company, Vanguard Global Advisers, LLC and Vanguard Investments Australia Ltd. Vanguard-related funds and managed accounts have rights to dividends and sale proceeds, but no single other person’s interest in these securities exceeds 5% of the class.
BlackRock, Inc. has filed an amended ownership report disclosing a significant position in Compass Inc. Class A stock. As of June 30, 2026, BlackRock reports beneficial ownership of 52,546,320 shares of Class A stock, representing 7.0% of the class.
BlackRock reports sole voting power over 51,411,613 shares and sole dispositive power over 52,546,320 shares, with no shared voting or dispositive power. The filing notes that various clients have rights to dividends or sale proceeds, but no individual client holds more than five percent of Compass’s outstanding common shares.
Compass, Inc., a Delaware corporation with annual revenue over $100,000,000, filed a Form D for a new exempt equity offering under Rule 506(b) of Regulation D. The offering relates to an acquisition, with $26,947,269 of equity securities sold and $0 remaining to be sold. The first sale occurred on July 2, 2026. No finders' fees were paid, with reported finders' fees of $0. The company identifies itself in the banking and financial services/business services space and confirms it is not registered as an investment company under the Investment Company Act of 1940.
Compass, Inc. Chairman and CEO Robert L. Reffkin reported an automatic sale of Class A Common Stock by The Ruth Reffkin Family Trust under a pre-arranged Rule 10b5-1 trading plan adopted on March 3, 2026. The trust sold 23,456 shares at a weighted average price of $12.5056 per share in multiple transactions between $12.22 and $12.68. After these sales, indirect holdings associated with Reffkin total 7,781,204 Class A shares, while he also directly holds 515,796 Class A shares.
Compass, Inc. reports that Chief Accounting Officer Timothy B. Gustavson had 2,299 RSUs settle into Class A Common Stock on June 15, 2026, with 1,176 shares withheld to satisfy tax obligations at $8.59 per share. He now directly holds 28,457 shares of Class A Common Stock and 34,488 RSUs, which vest 6.25% on June 15, 2026 and 6.25% quarterly thereafter until fully vested on March 15, 2030, subject to his continued service.
Compass, Inc. Chief Legal Officer Ethan Charles Glass reported RSU vesting activity on June 15, 2026. He converted 101,733 RSUs into an equal number of Class A shares, then had 50,970 shares withheld by the issuer to satisfy tax obligations from the vesting. Following these transactions he directly holds 559,534 RSUs and 151,399 Class A Common shares, subject to multi-year vesting schedules through 2029.