Highest-materiality recent filing
Compass Q2 revenue $4.31B (+14% pro forma), Adj. EBITDA $363M record; raises synergy target
Revenue $4.31B (+109% reported, +14.3% pro forma YoY); GAAP net income $92M vs $39M YoY.
Compass shareholders elect three Class II directors, ratify auditor, approve say-on-pay
Allan Leinwand, Charles Phillips, Pamela Thomas-Graham elected as Class II directors with majority support.
Compass Q1 GAAP net income $22M, revenue $2.7B (+99% YoY); raises 2026 cost synergy targets
GAAP net income of $22M vs net loss of $51M in Q1 2025; adjusted EBITDA $61M.
Compass becomes 51% holder of common equity in Parent that owns Sotheby's International Realty franchisees via restructuring.
Compass reports record Q4 revenue $1.70B, up 23% YoY; Adj EBITDA $58.3M vs $16.7M
Q4 revenue $1.70B (record), up 23.1% YoY; full-year revenue $7.0B. Organic revenue growth 11.3%.
Compass appoints Timothy B. Gustavson as Chief Accounting Officer
Timothy B. Gustavson appointed Chief Accounting Officer, effective March 2, 2026.
Compass, Inc. completed its acquisition of Anywhere Real Estate Inc. on January 9, 2026, via a merger with its subsidiary Velocity Merger Sub, Inc.
Compass completes all-stock acquisition of Anywhere Real Estate; issues $1B convertible notes
Completed acquisition of Anywhere Real Estate on Jan 9, 2026; each Anywhere share exchanged for 1.436 Compass shares.
Compass prices $850M convertible notes at 0.25% due 2031, upsized $100M, linked to Anywhere merger
Priced $850M aggregate principal of 0.25% convertible senior notes due April 15, 2031; initial purchasers option for additional $150M.
Compass raises Q4 2025 guidance; HSR cleared for Anywhere merger; plans $750M notes offering
Q4 revenue expected at high end of $1.59B-$1.69B; Adj. EBITDA at or above $49M high end.
Compass and Anywhere stockholders overwhelmingly approve merger; expected close Jan 9
Compass stockholders: ~99% of votes cast approved share issuance to Anywhere stockholders.
Three shareholder lawsuits challenge Compass-Anywhere merger disclosures; proxy supplemented
Three complaints filed in NY and NJ allege proxy omissions; seek to enjoin merger until corrective disclosures.
Compass enters $250M revolver (expandable to $500M) to back Anywhere merger
Initial commitments of $250M; automatically increase to $500M upon closing of Anywhere Real Estate merger (Aspen Acquisition).
Compass Q3 revenue up 23.6% to $1.85B; record Adj EBITDA $93.6M; 851 agents added
Revenue $1.85B (+23.6% YoY), at high-end of guidance; GAAP net loss $4.6M (incl $7.5M merger expenses).
Compass to acquire Anywhere Real Estate in all-stock merger
Each Anywhere share converted into 1.436 Compass shares; deal structured as tax-free reorganization.
Compass appoints Ethan Glass as CLO; GC Brad Serwin to depart Dec 31, 2025
Ethan Glass appointed Chief Legal Officer and Corporate Secretary effective September 8, 2025.
Compass issues 28.4M shares to early sellers in @properties deal; dilution reduced 9.3%
Early Release Collar triggered Aug 27, 2025; Compass delivered 28.4M shares to early payees on Aug 28.
Compass reports record Q2: GAAP net income $39.4M, revenue $2.06B, market share 6.09%
GAAP net income $39.4M (+90.3% YoY); revenue $2.06B (+21.1%); Adjusted EBITDA $125.9M (+63%).
Compass CFO Kalani Reelitz resigns; CAO Scott Wahlers named successor effective Aug 22, 2025
CFO Kalani Reelitz resigned effective August 22, 2025; no reason given.
Compass adopts deferred compensation plan for directors and eligible executives
Plan allows deferral of up to 50% of base salary and 100% of other cash and equity awards for independent directors and selected executives.
Compass Q1 revenue $1.4B (+28.7% YoY); record market share 6.0%; net loss improves to $50.7M
Organic revenue grew 14.6% YoY; total transactions up 27.8% vs market decline of 2.1%.
Compass provides audited 2023 fincls of @properties Christie's: rev $569.8M, net inc $8.2M
Revenue $569.8M in 2023, driven by commissions ($505.2M); net income attributable to parent $8.2M.
Compass Q4 revenue up 25.9% to $1.4B; Adj EBITDA turns positive at $16.7M vs loss a year ago
Q4 GAAP net loss improved to $40.5M from $83.7M a year ago; diluted EPS not provided.
Q4 2024 revenue now expected $1.36B–$1.39B (up from $1.225B–$1.325B prior range).
Closed acquisition of @properties Christie's International Real Estate on January 13, 2025.
Compass to buy Christie's Intl Real Estate and @properties for $150M cash + stock
Total consideration: $150M cash at closing and 44.1M shares of COMP (value ~$344M, subject to collar).
Compass Q3 revenue $1.5B (+11.7% YoY), Adj EBITDA $52M beats high-end guidance
Revenue $1.5B (+11.7% YoY); GAAP net loss improved to $1.7M from $39.4M loss.
Compass Q2 2024: All-time high net income $20.7M, Adjusted EBITDA $77.4M, market share 5.13%
Revenue $1.7B (+14% YoY); transactions up 11.4% vs market decline of 3.3%.
Compass stockholders elect directors, ratify auditor, approve say-on-pay at 2024 annual meeting
Josh McCarter and Steven Sordello elected as Class III directors; 581.5M and 570.5M votes for, respectively.
Compass Q1 2024 revenue up 10% YoY to $1.05B; free cash flow positive for first time in Q1
Revenue $1.05B (+10% YoY); GAAP net loss $132.9M improved $17.5M YoY (includes $57.5M antitrust settlement).
Compass settles nationwide commission class actions for $57.5M, agrees to practice changes
Agreed to pay $57.5M into settlement fund, 50% within 30 days of preliminary approval, balance within one year.
Compass Q4 revenue $1.1B, net loss improves 47%; expects FY2024 free cash flow positive
Q4 revenue $1.1B (-1% YoY); full year 2023 revenue $4.9B (-19% YoY).
Compass restructures CEO Robert Reffkin's pay; forfeits $25M in equity for $7M cash and new RSUs
Reffkin forfeits 17.2M performance-based RSUs (~$25M value); receives $7M cash award under Executive Bonus Plan.
Compass COO Greg Hart to depart Dec 31; role eliminated
Greg Hart, Chief Operating Officer, will depart Compass effective December 31, 2023.
Compass Q3 revenue $1.34B (-10% YoY); net loss narrows 74% to $39M; adj EBITDA turns positive $22M
Revenue $1.34B, down 10% YoY; transactions down 12% to 48,134; national market share up 26bps to 4.4%.
Compass to acquire non-brokerage assets from Canadian proptech for $32.4M in stock
Definitive asset purchase agreement signed Aug 7, 2023; closing on or about Aug 24, 2023.
Compass Q2 revenue $1.5B (-26% YoY), turns free cash flow positive at $51M
Revenue $1.5B, down 26% YoY; GAAP net loss $48M improved from $101M loss year ago.
Compass shareholders re-elect three Class II directors and ratify auditor at 2023 annual meeting
Allan Leinwand, Charles Phillips, and Pamela Thomas-Graham elected as Class II directors with 673M, 643M, and 614M votes for, respectively.
Revenue $957M, down 31% YoY; GAAP net loss $150M (vs $188M loss in Q1 2022).
Compass awards Greg Hart $9M in RSUs as retention grant
Compensation Committee approved four annual grants of 608,157 RSUs each to Greg Hart.
Compass Q4 revenue down 31% to $1.11B; FY22 net loss $602M; guides Q1 rev $850-950M
Q4 revenue $1.11B (-31% YoY); GAAP net loss $158M vs $175M loss in Q4 2021.
Compass cuts workforce, targets $850-$950M annual opex, aims for FCF positive in 2023
Pre-tax cash charges of $10M-$12M for severance in Q1 2023.
Compass Q3 revenue down 14% to $1.49B; Adj EBITDA loss of $42M vs +$12M a year ago
GAAP net loss $154M vs $100M loss in 3Q21; includes $29M restructuring and $50M stock-based comp.
Compass appoints Dawanna Williams to Audit Committee effective Nov 3, 2022
Dawanna Williams was appointed to the Audit Committee on November 3, 2022.
Kalani Reelitz appointed CFO effective Nov 15, 2022; previously at Cushman & Wakefield and Walgreens.
Compass announces workforce reduction; expects $23M-$26M severance charge in Q3 2022
Workforce reduction targets non-GAAP operating expense of $1.05B-$1.15B in 2023.
Revenue $2.0B, up 4% YoY; GAAP net loss $101M vs $7M loss in 2Q21.
Compass expands board to 9, elects Dawanna Williams as Class I director
Board increased from 8 to 9 directors effective July 1, 2022.
Elimination of ~450 positions (10% of workforce) and shutdown of title/escrow software unit Modus.
Compass shareholders elect Reffkin and Martell as Class I directors, ratify PwC
Robert Reffkin elected with 636.6M votes for, 6.2M against; Frank Martell with 642.6M for, 128k against.
On December 12, 2023, Compass, Inc. (“Compass” or the “Company”) announced that Greg Hart, Chief Operating Officer of Compass, will depart the Company, effective December 31, 2023.
On October 28, 2022, Compass, Inc. (“Compass” or the “Company”) announced that Kalani Reelitz has been appointed to serve as Chief Financial Officer, effective November 15, 2022.
As a result of Mr. Reelitz’s appointment as Chief Financial Officer, Robert Reffkin, Chief Executive Officer of the Company, will step down as Principal Financial Officer, effective at the close of business on November 14, 2022, but will remain the Chief Executive Officer.
Effective July 1, 2022, the Board of Directors (the “Board”) of Compass, Inc. (the “Company”) increased the size of the Board from eight (8) directors to nine (9) directors, and elected Dawanna Williams as a director to fill the vacancy.
On May 10, 2022, Kristen Ankerbrandt, the Company’s Chief Financial Officer, notified the Board of Directors of her intention to resign her employment with the Company effective the earlier of (i) September 2, 2022 or (ii) the date her successor commences serving in the role
On May 10, 2022, Greg Hart was appointed as the Chief Operating Officer, effective immediately.
On May 6, 2022, the Board of Directors (the “Board”) of Compass, Inc. (the “Company”) increased the size of the Board from seven (7) to eight (8) directors, and elected Allan Leinwand as a director to fill the vacancy, effective May 10, 2022.
the Board of Directors (the “ Board ”) of Compass, Inc. (the “ Company ”) elected Josh McCarter as a director to fill an existing vacancy, effective on April 15, 2022.
On January 17, 2022, Eileen Murray notified the Board of Directors (the “Board”) of Compass, Inc. (the “Company”), of her decision to resign from the Board, the Audit Committee of the Board (the “Audit Committee”) and the Nominating and Corporate Governance Committee of the Board, in each case effective as of February 28, 2022.
On November 23, 2021, the Board of Directors (the “ Board ”) of Compass, Inc. (the “ Company ”) increased the size of the Board from six (6) to seven (7) directors, and elected Frank Martell as a director to fill the vacancy, effective immediately.
Max materiality 0.90 · Median 0.70 · Most common event earnings