Reffkin Robert L. 4
4 · Compass, Inc. · Filed Jul 2, 2026
Research Summary
AI-generated summary of this filing
Compass (COMP) CEO Robert Reffkin Sells 23,456 Shares
What Happened Robert L. Reffkin, Chairman and CEO of Compass, sold 23,456 shares of Compass Class A common stock in an open-market disposition on July 1, 2026. The reported weighted-average price was $12.51 per share (range $12.22–$12.68), for total proceeds of about $293,331. The sale was effected by The Ruth Reffkin Family Trust pursuant to an automatic Rule 10b5-1 trading plan adopted March 3, 2026.
Key Details
- Transaction date: July 1, 2026 — Open-market sale (Code S).
- Shares sold: 23,456; weighted-average price: $12.51; price range: $12.22–$12.68; proceeds ≈ $293,331. (F2)
- Seller: The Ruth Reffkin Family Trust under a Rule 10b5-1 plan (F1).
- Reported beneficial ownership (per filing footnote): 7,781,204 Class A shares across related trusts/entities (details in F3).
- Filing: Reported on July 2, 2026 — filed timely (within the Form 4 window).
- Additional note: The trust will provide a breakdown of the number of shares sold at each price within the reported range upon request (F2).
Context This was an automatic, pre-arranged sale under a 10b5-1 plan, which is commonly used to schedule transactions in advance and is generally considered less informative about the insider’s current view of the company. The sale represents a small fraction (~0.30%) of the reported beneficial holdings listed in the filing.
Insider Transaction Report
- Sale
Class A Common Stock
[F1][F2][F3]2026-07-01$12.51/sh−23,456$293,331→ 7,781,204 total(indirect: See Footnotes)
- 515,796
Class A Common Stock
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.