SCHEDULE: CompoSecure Ownership Update: Key Holders Maintain Control

Sentiment:

Amendment to Schedule 13D


An amended Schedule 13D filing reveals updated beneficial ownership percentages for CompoSecure, Inc. due to a change in total outstanding shares.

Summary

  • Resolute Compo Holdings LLC, Tungsten 2024 LLC, Thomas R. Knott, and John D. Cote have filed an Amendment No. 3 to their Schedule 13D for CompoSecure, Inc.
  • The amendment updates beneficial ownership percentages based on 111,388,134 Class A Common Stock shares outstanding as of August 22, 2025.
  • The filing explicitly states that the amendment is solely due to a change in the aggregate number of Class A Common Stock outstanding, not due to any transactions by the reporting persons.
  • John D. Cote is the largest beneficial owner among the reporting persons, holding 51,437,302 shares, representing 46.2% of the Class A Common Stock.
  • Tungsten 2024 LLC and Thomas R. Knott each beneficially own 49,937,302 shares, equating to 44.8% of the Class A Common Stock.
  • Resolute Compo Holdings LLC beneficially owns 49,290,409 shares, representing 44.3% of the Class A Common Stock.
  • John D. Cote's ownership includes 1,500,000 shares held through Ridge Valley LLC, where he serves as manager.
  • Tungsten 2024 LLC is the managing member of Resolute Compo Holdings LLC, and John D. Cote is the manager of Tungsten 2024 LLC.
  • Thomas R. Knott is a member of Resolute Compo Holdings LLC and holds certain consultation rights regarding Tungsten's voting and dispositive power.

Sentiment

Score: 5

Explanation: The filing is a factual, routine update to beneficial ownership percentages due to a change in the total outstanding shares, not a strategic move or performance indicator, thus indicating a neutral sentiment.

Future Outlook

NA

Industry Context

This filing is a routine update to beneficial ownership percentages for a specific company, CompoSecure, Inc., and does not provide broader industry trends or competitive analysis. It reflects the ongoing disclosure requirements for significant shareholders.

Related Party Transactions

  • Michele D. Logan (2,000,000 shares) and CompoSecure Employee, L.L.C. (618,013 shares) have agreed to vote their shares in favor of Resolute Compo Holdings LLC's nominees for the Issuer's board of directors, as per respective Purchase Agreements.

Stakeholder Impact

  • Shareholders: Provides updated information on the concentration of ownership and control, particularly by key individuals and entities, which can influence corporate governance and strategic decisions.
  • Board of Directors: The voting agreements with Michele D. Logan and CompoSecure Employee, L.L.C. reinforce the influence of Resolute Compo Holdings LLC over board nominations.

Key Dates

DateDescription
08/21/2025Date of event requiring the filing of this statement (change in outstanding shares).
08/22/2025Date as of which beneficial ownership information is provided and the filing was signed.

Keywords

CompoSecure, Schedule 13D, Beneficial Ownership, Class A Common Stock, Shareholder, Corporate Governance, SEC Filing, Tungsten 2024 LLC, Resolute Compo Holdings LLC, Thomas R. Knott, John D. Cote

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