Compass (NYSE: COMP) director gifts 70,576 shares to McCarter Living Trust

Filing Impact

(Neutral)

Filing Sentiment

(Neutral)

Form Type

Rhea-AI Filing Summary

Compass, Inc. director Josh N. McCarter reported bona fide gifts of Class A Common Stock. On June 11, 2026, he gifted a total of 70,576 shares, including 35,288 shares previously held indirectly and 35,288 shares held directly.

Following the transactions, his direct holdings fell to 0 shares, while 217,447 shares are now reported as held indirectly through McCarter Living Trust, where he and his spouse are both trustees and beneficiaries. These are non-cash gift transfers, not market sales.

Insider Trade Summary

70,576 shares gifted

Mixed 2 txns

Insider McCarter Josh N.

Role null

Type	Security	Shares	Price	Value
Gift	Class A Common Stock	35,288	$0.00	--
Gift	Class A Common Stock	35,288	$0.00	--

Holdings After Transaction: Class A Common Stock — 0 shares (Direct, null); Class A Common Stock — 217,447 shares (Indirect, By McCarter Living Trust)

Footnotes (1)

Represents a bona fide gift to McCarter Living Trust. The Reporting Person and his spouse are both trustees and beneficiaries of McCarter Living Trust.

Key Figures

Total shares gifted: 70,576 shares First gift transaction: 35,288 shares Second gift transaction: 35,288 shares +2 more

5 metrics

Total shares gifted 70,576 shares Bona fide gifts of Class A Common Stock on June 11, 2026

First gift transaction 35,288 shares Indirect holding gifted; price per share $0.0000

Second gift transaction 35,288 shares Direct holding gifted; price per share $0.0000

Indirect holdings after gifts 217,447 shares Held through McCarter Living Trust following transactions

Direct holdings after gifts 0 shares Direct Compass Class A holdings post-transaction

Key Terms

bona fide gift, Class A Common Stock, McCarter Living Trust, indirect ownership

4 terms

bona fide gift financial

"transaction_code_description: "Bona fide gift" for both transactions"

A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.

Class A Common Stock financial

"security_title: "Class A Common Stock" for each reported transaction"

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.

McCarter Living Trust financial

"nature_of_ownership: "By McCarter Living Trust" with trustees and beneficiaries noted"

indirect ownership financial

"ownership_type: "indirect" and nature_of_ownership indicating trust-held shares"

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Form 4 Insider Transactions: What Each Field Means →

06/12/2026 - 05:31 PM

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

McCarter Josh N.

(Last)

(First)

(Middle)

C/O COMPASS, INC.

110 FIFTH AVENUE, 4TH FLOOR

(Street)

NEW YORK

10011

(City)

(State)

(Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
Compass, Inc. [ COMP ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director	10% Owner
	Officer (give title below)	Other (specify below)

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
06/11/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Class A Common Stock	06/11/2026		G⁽¹⁾		35,288	D	$0	0	D
Class A Common Stock	06/11/2026		G⁽¹⁾		35,288	A	$0	217,447	I	By McCarter Living Trust⁽²⁾

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)

Explanation of Responses:

1. Represents a bona fide gift to McCarter Living Trust.

2. The Reporting Person and his spouse are both trustees and beneficiaries of McCarter Living Trust.

Remarks:

	/s/ Ethan Glass, as attorney-in-fact	06/12/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

Source: View Original Filing on SEC EDGAR

FAQ

What insider transaction did Compass (COMP) director Josh McCarter report?

Josh McCarter reported bona fide gifts of Compass Class A Common Stock totaling 70,576 shares on June 11, 2026. These were non-cash gift transfers, not open-market sales or purchases, and therefore do not reflect trading activity for cash proceeds.

How many Compass (COMP) shares did Josh McCarter gift in this Form 4?

The Form 4 shows gifts totaling 70,576 shares of Compass Class A Common Stock. This consisted of two separate bona fide gift transactions, each for 35,288 shares, reported as dispositions rather than sales, with a price per share of $0.0000.

What are Josh McCarter’s Compass (COMP) holdings after the reported gifts?

After the gifts, Josh McCarter’s direct holdings are reported as 0 Compass shares. The filing shows 217,447 shares held indirectly through McCarter Living Trust, where he and his spouse are both trustees and beneficiaries, indicating continued indirect economic exposure.

Were the Compass (COMP) transactions by Josh McCarter open-market sales?

No, the transactions are coded as “G” bona fide gifts, not market sales. The reported price per share is $0.0000, reflecting that the shares were transferred as gifts rather than sold for cash consideration on the open market.

What is McCarter Living Trust’s role in Josh McCarter’s Compass (COMP) ownership?

McCarter Living Trust is shown as the indirect holder of 217,447 Compass shares following the gifts. The filing states that Josh McCarter and his spouse are both trustees and beneficiaries of this trust, indicating indirect ownership and economic interest in those shares.