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. CFO Scott R. Wahlers reported compensation-related equity activity involving performance stock units (PSUs), restricted stock units (RSUs), and Class A common shares. He received a grant of 70,921 PSUs and 196,199 RSUs, each representing a contingent right to one share of Class A common stock.
On the same date, 35,460 PSUs were exercised into 35,460 shares of Class A common stock. Of the common shares, 18,103 were withheld by the company at a price of $7.77 per share to satisfy tax withholding obligations on PSU vesting, rather than being sold in the open market. After these transactions, Wahlers directly held 295,179 shares of Class A common stock, along with unvested PSU and RSU awards that vest over time, subject to continued service.
Gustavson Timothy B. reported acquisition or exercise transactions in this Form 4 filing.
Compass, Inc. Chief Accounting Officer Timothy B. Gustavson reported multiple grants of Restricted Stock Units (RSUs) tied to the company’s Class A common stock. The awards include 36,787, 15,750, 11,898, 64,696 and 18,431 RSUs, each representing a right to receive one share upon settlement.
The RSUs vest over several years, mostly based on continued service. One grant vests 6.25% quarterly starting on June 15, 2026 and is fully vested by March 15, 2030. Other grants vest 100% on December 31, 2026, December 31, 2027, and February 22, 2027, or 50% on each of February 28, 2027 and February 28, 2028, reinforcing long-term retention incentives.
Glass Ethan Charles reported acquisition or exercise transactions in this Form 4 filing.
Compass, Inc. reported that Chief Legal Officer Ethan Charles Glass received a grant of 156,959 restricted stock units (RSUs) tied to Class A common stock. Each RSU represents one share. The RSUs vest in four equal 25% installments on March 15 of 2027, 2028, 2029 and 2030, as long as he continues providing services to the company. After this grant, his reported RSU holdings from this award total 156,959 units, with no sales or disposals disclosed in this filing.
Compass, Inc. CFO Scott R. Wahlers reported the vesting and settlement of restricted stock units into Class A common shares. On March 16, 2026, RSU awards converted into 56,690 shares of Class A common stock at a stated price of $0.00 per share. To cover tax obligations on the vesting, 28,941 shares were withheld by Compass at a price of $8.28 per share, leaving a net increase in his directly held shares. Following these transactions, Wahlers directly owned 277,822 shares of Class A common stock. The filing reflects compensation-related equity vesting and associated tax withholding rather than open-market buying or selling.
Compass, Inc. Chief Legal Officer Ethan Charles Glass reported routine equity compensation activity. On March 16, 2026, RSUs were exercised or converted into 101,733 shares of Class A Common Stock. Of these, 50,970 shares were withheld by Compass to cover tax obligations on the RSU vesting.
Following these transactions, Glass directly held 100,636 shares of Class A Common Stock. He also continued to hold substantial RSU awards, including positions with 534,100 and 127,167 RSUs that vest over time, subject to continued service and the schedules described in the award terms.
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 2026-03-03, each for 30,296 shares, totaling 60,592 shares. One transaction left him with 0 directly held shares, while 146,352 shares are held indirectly through the Leinwand Family Living Trust, where he and his spouse are trustees and beneficiaries.
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.