Compass CEO-linked trust sells 23,456 COMP shares
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.
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Form Type
4
Rhea-AI Filing Summary
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.
Insider Trade Summary 10b5-1
Net Seller: 23,456 shares
Net Sell
2 txns
Insider
Reffkin Robert L.
Role
Chairman and CEO
Sold
23,456 shs ($293K)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Sale | Class A Common Stock | 23,456 | $12.5056 | $293K |
| holding | Class A Common Stock | -- | -- | -- |
Holdings After Transaction:
Class A Common Stock — 7,781,204 shares (Indirect, See Footnotes);
Class A Common Stock — 515,796 shares (Direct)
Footnotes (3)
- F1. Automatic sales by The Ruth Reffkin Family Trust pursuant to a Rule 10b5-1 plan adopted on March 3, 2026.
- F2. The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $12.22 to $12.68 per share, inclusive. The Ruth Reffkin Family Trust undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
- F3. Represents (i) 4,148,000 shares of Class A Common Stock owned by the 2021 Reffkin Remainder Interest Trust, (ii) 3,190,870 shares of Class A Common Stock owned by the Reffkin Investment II Corp, (iii) 364,199 shares of Class A Common Stock owned by The Ruth Reffkin Family Trust and (iv) 78,135 shares of Class A Common Stock owned by the Reffkin 2022 Family Trust.
Key Figures
Shares sold: 23,456 shares
Weighted average sale price: $12.5056 per share
Sale price range: $12.22–$12.68 per share
+4 more
7 metrics
Shares sold
23,456 shares
Class A Common Stock sold by The Ruth Reffkin Family Trust
Weighted average sale price
$12.5056 per share
Average price for 23,456 Class A shares sold
Sale price range
$12.22–$12.68 per share
Range of prices across multiple sale transactions
Indirect shares after transaction
7,781,204 shares
Total indirect Class A holdings associated with Reffkin following sale
Direct shares after transaction
515,796 shares
Direct Class A Common Stock held by Robert Reffkin
2021 Reffkin Remainder Interest Trust holdings
4,148,000 shares
Class A Common Stock owned by 2021 Reffkin Remainder Interest Trust
Reffkin Investment II Corp holdings
3,190,870 shares
Class A Common Stock owned by Reffkin Investment II Corp
Key Terms
Rule 10b5-1 plan, weighted average price, Class A Common Stock, indirect, +1 more
5 terms
Rule 10b5-1 plan regulatory
"Automatic sales by The Ruth Reffkin Family Trust pursuant to a Rule 10b5-1 plan adopted on March 3, 2026."
A Rule 10b5-1 plan is a prearranged, written schedule that lets corporate insiders buy or sell company stock at set times or amounts, even if they later learn material nonpublic information. Think of it like setting an automatic thermostat for trades: it creates a clear record that trades were planned in advance, reducing the risk of insider-trading accusations and helping investors trust that insider transactions are routine rather than based on secret information.
weighted average price financial
"The reported price in Column 4 is a weighted average price."
Weighted average price is the average price of a security where each trade or component is counted according to its size, so bigger trades pull the average more than smaller ones. Think of it like calculating the average cost of a grocery haul where items you bought more of have greater influence on the final per-item cost. Investors use it to understand the true average price paid or received, judge execution quality, and compare trading performance against market movement.
Class A Common Stock financial
"Represents (i) 4,148,000 shares of Class A Common Stock owned by the 2021 Reffkin Remainder Interest Trust..."
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.
indirect financial
"total_shares_following_transaction": "7781204.0000", "direct_or_indirect": "I""
Form 4 regulatory
"INSIDER FILING DATA (Form 4):"
Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transaction did Compass, Inc. (COMP) report for Robert Reffkin?
Compass, Inc. disclosed that an entity associated with Chairman and CEO Robert L. Reffkin sold 23,456 shares of Class A Common Stock. The transaction was executed by The Ruth Reffkin Family Trust under an automatic Rule 10b5-1 trading plan adopted on March 3, 2026.
What indirect holdings of Compass, Inc. (COMP) are reported for Robert Reffkin?
Indirect holdings total 7,781,204 Class A shares, including 4,148,000 shares in the 2021 Reffkin Remainder Interest Trust, 3,190,870 in Reffkin Investment II Corp, 364,199 in The Ruth Reffkin Family Trust, and 78,135 in the Reffkin 2022 Family Trust.
Was the Compass, Inc. (COMP) insider sale under a Rule 10b5-1 plan?
Yes. The Form 4 footnotes state the sale by The Ruth Reffkin Family Trust was an automatic transaction under a Rule 10b5-1 plan. That plan was adopted on March 3, 2026, indicating the trades were pre-arranged rather than discretionary market-timing decisions.
AI-generated analysis. How Rhea-AI works. Not financial advice.
