Form 4: CompoSecure CEO Jonathan Wilk Acquires 82,094 Shares

CompoSecure's President and CEO, Jonathan Wilk, acquired 82,094 shares of Class A Common Stock as part of an earn-out provision from a 2021 merger agreement.

Summary

• Jonathan Wilk, President and CEO of CompoSecure, Inc. (CMPO), acquired 82,094 shares of Class A Common Stock.
• The transaction occurred on September 8, 2025.
• These shares were issued for no additional consideration, pursuant to an earn-out provision from the merger agreement completed on December 27, 2021.
• Following this acquisition, Wilk indirectly beneficially owns 770,295 shares of Class A Common Stock through CompoSecure Employee LLC, where he is the sole member.

Sentiment

Score: 7

Explanation: The acquisition of shares by the President and CEO, Jonathan Wilk, through an earn-out provision is a positive indicator of management's vested interest and the fulfillment of previously agreed-upon merger terms. While not a discretionary open-market purchase, it still increases insider ownership.

Positives

• President and CEO Jonathan Wilk increased his beneficial ownership in CompoSecure, Inc. by 82,094 shares, demonstrating continued vested interest.
• The acquisition of shares through an earn-out provision signifies the fulfillment of terms from a prior merger agreement, indicating progress on past strategic initiatives.

Negatives

• NA

Risks

• NA

Future Outlook

NA

Management Comments

• Shares were issued to the Reporting Person for no additional consideration pursuant to an earn-out provision in the agreement and plan of merger executed in connection with the acquisition by the issuer (f/k/a Roman DBDR Tech Acquisition Corp.) of CompoSecure Holdings, L.L.C., which was completed on December 27, 2021.
• The value of these shares were established in the Merger Agreement.
• The Reporting Person (the sole member of CompoSecure Employee LLC) may be deemed to have sole power to vote or dispose of these securities.

Industry Context

NA

Related Party Transactions

• The shares were issued to Jonathan Wilk, the President and CEO, by CompoSecure, Inc. as part of an earn-out provision from a prior merger agreement.
• The reported securities are held indirectly by CompoSecure Employee LLC, of which Jonathan Wilk is the sole member, establishing a related party relationship for beneficial ownership.

Stakeholder Impact

• Shareholders: Increased insider ownership by the CEO may be viewed positively, signaling management's confidence and alignment of interests with long-term shareholder value.

Key Dates

Recommendation

The acquisition of shares by the CEO through an earn-out provision is a pre-determined event from a prior merger agreement, rather than a discretionary open-market purchase. While it increases insider ownership and aligns management's interests with shareholders, it does not necessarily indicate new, unforeseen positive developments that would warrant a 'buy' recommendation based solely on this filing. It reinforces a 'hold' position, acknowledging the CEO's continued vested interest.

Keywords

CompoSecure, CMPO, Jonathan Wilk, insider transaction, Form 4, stock acquisition, CEO, earn-out, beneficial ownership, merger agreement