McCarter Josh N. 4
4 · Compass, Inc. · Filed Jun 12, 2026
Research Summary
AI-generated summary of this filing
Compass (COMP) Director Josh McCarter Gifts 35,288 Shares
What Happened
- Josh McCarter, a Director of Compass, Inc. (COMP), reported a gift transaction on 2026-06-11 transferring 35,288 shares. The Form 4 shows the shares were disposed and acquired at $0.00 (i.e., a gift) with a reported value of $0.
- The filing indicates the transfer was a bona fide gift to the McCarter Living Trust; McCarter and his spouse are both trustees and beneficiaries of that trust.
Key Details
- Transaction date: 2026-06-11; Form 4 filed: 2026-06-12 (filed timely).
- Transaction type/code: G = Gift; price per share: $0.00; total reported cash value: $0.
- Shares transferred: 35,288 shares.
- Shares owned after the transaction: not specified in the filing.
- Footnotes: F1 — bona fide gift to McCarter Living Trust; F2 — reporting person and spouse are trustees and beneficiaries.
- No 10b5‑1 plan, option exercise, or tax‑withholding noted.
Context
- This was a gift/transfer to a family trust, not a sale; gifts do not necessarily signal the insider’s view on the company’s stock price.
- Transfers between an insider and an entity they control (like a revocable living trust) are commonly reported as both a disposition and an acquisition for transparency.
Insider Transaction Report
Form 4
Compass, Inc.COMP
McCarter Josh N.
Director
Transactions
- Gift
Class A Common Stock
[F1]2026-06-11−35,288→ 0 total - Gift
Class A Common Stock
[F1][F2]2026-06-11+35,288→ 217,447 total(indirect: By Trust)
Footnotes (2)
- [F1]Represents a bona fide gift to McCarter Living Trust.
- [F2]The Reporting Person and his spouse are both trustees and beneficiaries of McCarter Living Trust.
Signature
/s/ Ethan Glass, as attorney-in-fact|2026-06-12