undamentalytics Newsletter

Compass Diversified Holdings insider trading

Every open-market purchase and sale by Compass Diversified Holdings's officers, directors and largest shareholders since November 4, 2021, and what the share price did next.

Insider purchase Insider sale Marker size reflects trade value. Weekly closes adjusted for splits; may be delayed.
Compass Diversified Holdings insider open-market trades
DateInsiderTrade SharesPriceValue 1M after 3M after 6M after

From insiders' Form 4 filings with the SEC: open-market purchases and sales only (awards, option exercises and shares withheld for tax are excluded), combined to one line per insider per day. "Plan" marks trades the filing says were made under a pre-set Rule 10b5-1 trading plan, which are scheduled in advance. Price changes run from the close on the trade date; hover a figure for the change relative to the S&P 500. Past moves don't predict future ones.

Does following Compass Diversified Holdings’s insiders pay?

From January 6, 2010 to August 27, 2026, 25 insiders reported 191 open-market purchases and 29 sales not made under a pre-set plan in Compass Diversified Holdings. Twelve months after each purchase was reported, the shares were +1.6% against the S&P 500 on average (median −0.9%), over 184 purchases with a full year of prices; 48% beat the index. After sales, the shares moved −13.8% against the index over 12 months (a negative figure means selling was the right call). Buying each purchase the day after it was reported, an equal amount each, held 12 months or until that insider reported a sale, would have turned $10,000 on January 7, 2010 into $20,978 by November 2, 2026, +4.5% a year. It held shares 99% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $92,018 (+14.1% a year), and held throughout $88,989 (+13.9%).

$0$50.0k$100k 201020122014201620182020202220242026 $92.0k$89.0k$21.0k
Copying Compass Diversified Holdings's insidersS&P 500, same days investedS&P 500, held throughout $10,000 copying every open-market purchase by Compass Diversified Holdings's insiders from January 7, 2010, before costs and taxes, marked weekly. Uninvested money earns the Treasury bill rate; the portfolio held shares 99% of the time.
Compass Diversified Holdings: each insider's record
InsiderRolePurchases12 months after their purchasesBeat the S&P 500Sales12 months after their salesLatest report
Burns Gordon M and related entities Other 30 +3.2% (30) 50% 5 −24.7% (5) May 29, 2024
Sabo Elias Other 24 +7.4% (24) 58% 0 — January 26, 2024
Offenberg Alan B Other 17 +2.3% (17) 47% 0 — November 15, 2017
Day C Sean and related entities Other 16 +2.8% (16) 50% 0 — January 5, 2023
Anholt Investments Ltd. 10% owner 4 +34.7% (4) 100% 9 −2.8% (9) December 15, 2023
Bottiglieri James and related entities Other 13 +1.5% (13) 54% 0 — January 5, 2022
Cgi Diversified Holdings, LP 10% owner 7 +38.5% (7) 57% 6 −0.3% (6) December 13, 2023
Faulkingham Ryan J Other 12 −14.5% (12) 25% 0 — August 7, 2024
Lazarus Mark H and related entities Other 10 +1.5% (10) 40% 0 — October 28, 2016
Maciariello Patrick A Other 10 −7.7% (10) 40% 0 — September 23, 2024
Massoud I Joseph Other 10 +5.7% (10) 50% 0 — August 20, 2010
Edwards Harold S and related entities Other 7 +15.8% (7) 71% 1 +22.2% (1) June 25, 2020
Ewing D Eugene Other 8 +14.4% (8) 50% 0 — August 24, 2021
Navco Management, Ltd. 10% owner 3 0.0% (3) 67% 3 −8.8% (3) December 18, 2023
Keller Stephen Other 5 −84.3% (3) 0% 0 — August 13, 2026
Path Spirit Ltd 10% owner 2 −1.8% (2) 50% 2 −24.2% (2) July 18, 2024
Enterline Larry L Other 3 −55.2% (2) 0% 0 — August 14, 2026
Shaffer Teri Other 3 −8.2% (2) 0% 0 — August 14, 2026
Stevns Trust 10% owner 0 — — 3 −65.3% (3) November 12, 2024
Locke Simon Heidi Other 2 −54.5% (2) 0% 0 — September 12, 2024
Kim Eugene L. Other 1 — — 0 — August 27, 2026
Mahon Nancy Other 1 −27.3% (1) 0% 0 — January 19, 2024
Mccoy Sarah Gaines Other 1 −19.1% (1) 0% 0 — October 1, 2021
Richter Glenn R Other 1 — — 0 — August 18, 2026
Sawtelle Zachary T. Other 1 — — 0 — August 13, 2026

Moves are the shares’ return including dividends minus the S&P 500’s, from the close on the first trading day after each report; the number of trades with a finished 12-month window is in brackets. Green means the trade went the insider’s way (a purchase ahead of the index, a sale followed by the shares trailing it). A trade reported both by a director or officer and by a fund or company they are linked to counts once here, under the person. Purchases count only where the share price actually traded was at least $5. These figures describe what the shares did, not why anyone traded. Insiders across all companies.

When several insiders traded Compass Diversified Holdings

Months when 2 or more insiders became net buyers, or 3 or more net sellers, of Compass Diversified Holdings in reports dated in the 91 days before the month end, and how the stock did against the S&P 500 from that month end. After the 24 buying crowds with six months of prices, it averaged −1.2% against the index. After 1 selling crowd, +20.7%. One company's history is too short to judge by; the test across every company is the better guide.

MonthCrowd3 months on, vs S&P 5006 months12 months
August 31, 20266 buyingnot yetnot yetnot yet
September 30, 20244 buying+2.6%−12.0%−86.7%
September 29, 20233 buying+9.6%+7.0%−13.1%
May 31, 20233 buying−0.6%−3.6%−6.4%
January 31, 20233 buying−18.5%−10.1%−17.2%
May 31, 20222 buying0.0%−11.9%−13.1%
January 31, 20223 buying−5.9%+6.4%+0.5%
August 31, 20212 buying+1.2%−13.9%−12.3%
January 29, 20214 buying+12.1%+5.4%+8.9%
December 31, 20203 selling+13.4%+20.7%+42.8%
January 31, 20203 buying−8.8%−31.0%−23.8%
August 30, 20192 buying+20.8%−0.3%−21.0%

Colours show whether the crowd was right: green when buyers were followed by a rise above the index, or sellers by a fall below it. Latest 12 of 26. Total returns from the month end; past patterns are not a forecast.

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