Compass (COMP) CFO exercises RSUs as 24,233 shares withheld for tax obligations
Rhea-AI Filing Summary
Compass, Inc. CFO Scott R. Wahlers reported compensation-related equity activity involving the company’s Class A common stock. He exercised restricted stock units to acquire 47,466 shares, reflecting RSUs settling into common stock. To cover associated tax obligations on the RSU vesting, 24,233 shares were withheld by Compass at a price of $8.59 per share, a non-market, tax-withholding disposition rather than an open-market sale. Following these transactions, Wahlers directly holds 318,412 shares of Class A common stock. Footnotes show a multi-year RSU vesting schedule through 2029, contingent on his continued service with the company.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Buyer: 23,233 shares
Net Buy
4 txns
Insider
Wahlers Scott R.
Role
CFO
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Restricted Stock Unit (RSU) | 27,671 | $0.00 | $0.00 |
| Exercise | Restricted Stock Unit (RSU) | 19,795 | $0.00 | $0.00 |
| Exercise | Class A Common Stock | 47,466 | $0.00 | $0.00 |
| Exercise Price or Tax Liability | Class A Common Stock | 24,233 | $8.59 | $208K |
Holdings After Transaction:
Restricted Stock Unit (RSU) — 490,558 shares (Direct);
Class A Common Stock — 318,412 shares (Direct)
Footnotes (4)
- F1. Each RSU represents a contingent right to receive one (1) share of the Issuer's Class A Common Stock upon settlement.
- F2. Represents shares withheld by Issuer to satisfy tax withholding obligations on the vesting of RSUs.
- F3. The RSUs vest as to 36,895 shares on March 15, 2026; 27,671 shares on each of June 15, 2026 and September 15, 2026; 27,672 shares on December 15, 2026; 23,243 shares on March 15, 2027; 23,244 shares on each of June 15, 2027, September 15, 2027, and December 15, 2027; 15,864 shares on March 15, 2028; and 15,865 shares on each of June 15, 2028, September 15, 2028, and December 15, 2028; and 7,010 shares on each of March 15, 2029, June 15, 2029, September 15, 2029, and December 15, 2029, subject to the Reporting Person's provision of service to the Issuer on each vesting date.
- F4. The RSU award vests as to 8.33% on December 15, 2025, 6.25% quarterly thereafter through June 15, 2029, and 4.17% on August 15, 2029, subject to the Reporting Person's provision of service to the Issuer on each vesting date.
Key Figures
Shares withheld for taxes: 24,233 shares at $8.59
Shares acquired via RSU exercise: 47,466 shares
Post-transaction holdings: 318,412 shares
+3 more
6 metrics
Shares withheld for taxes
24,233 shares at $8.59
Class A shares withheld to satisfy tax obligations on RSU vesting
Shares acquired via RSU exercise
47,466 shares
Class A shares received from RSU-related exercises/conversions
Post-transaction holdings
318,412 shares
Class A common stock held directly after reported transactions
RSU vesting tranche
36,895 RSUs
Vest on March 15, 2026, subject to continued service
Quarterly RSU vesting 2026
27,671–27,672 RSUs
Vest on June 15, 2026 and September 15, 2026, and December 15, 2026
Future RSU vesting blocks
7,010 RSUs
Vest on each of March 15, June 15, September 15, and December 15, 2029
Key Terms
Restricted Stock Unit (RSU), tax withholding obligations, Class A Common Stock, vesting, +1 more
5 terms
Restricted Stock Unit (RSU) financial
"Each RSU represents a contingent right to receive one (1) share of the Issuer's Class A Common Stock upon settlement."
A restricted stock unit (RSU) is a promise from a company to give an employee company shares (or cash equal to their value) at a future date if certain conditions are met, such as staying with the company or hitting performance targets. For investors, RSUs matter because when they convert into actual shares they increase the number of shares available and can create selling pressure as employees cash out—think of them as a future paycheck paid in company stock.
tax withholding obligations financial
"Represents shares withheld by Issuer to satisfy tax withholding obligations on the vesting of RSUs."
Class A Common Stock financial
"Each RSU represents a contingent right to receive one (1) share of the Issuer's Class A Common Stock upon settlement."
Class A common stock is a category of a company’s shares that carries a specific set of ownership rights—most commonly defined voting power and claims on dividends—set out in the company’s charter. For investors it matters because the class determines how much influence you have over corporate decisions, the share’s likely dividend and trading behavior, and how it compares in value to other share classes, like choosing a particular seat with different privileges at the company’s decision-making table.
vesting financial
"The RSUs vest as to 36,895 shares on March 15, 2026; 27,671 shares on each of June 15, 2026 and September 15, 2026; 27,672 shares on December 15, 2026;"
Vesting is the process by which you earn full ownership of something, like company stock or a retirement benefit, over time. It’s like earning the right to keep a gift piece by piece the longer you stay with a company, making sure employees stay committed before they receive all the benefits.
exercise or conversion of derivative security financial
"Exercise or conversion of derivative security"
FAQ
What did Compass (COMP) CFO Scott Wahlers report in this Form 4?
Compass CFO Scott Wahlers reported RSU-related equity activity. He acquired 47,466 Class A shares from RSU vesting and had 24,233 shares withheld to cover tax obligations, ending with 318,412 directly held shares after the transactions.
What does the RSU vesting schedule look like for the Compass (COMP) CFO?
Footnotes describe a multi-year RSU vesting schedule through 2029. Specific tranches include 36,895 shares vesting March 15, 2026 and multiple 27,671–27,672 share installments in 2026–2027, subject to Scott Wahlers’ continued service with Compass on each vesting date.
AI-generated analysis. How Rhea-AI works. Not financial advice.
