Composecure, INC

Market Movers (8-K)

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GPGI, Inc. announced its second quarter 2026 financial results, reporting Pro Forma Adjusted Net Sales of $473.2 million, down 4% year-over-year, while reiterating its full-year 2026 outlook.
GPGI, Inc. shareholders successfully elected four directors and ratified the appointment of Ernst & Young LLP at the 2026 Annual Meeting.
GPGI, Inc. has successfully completed its reincorporation from Delaware to Nevada, effective June 5, 2026.
GPGI, Inc. stockholders have voted to approve the company's reincorporation from Delaware to Nevada.
GPGI, Inc. announced first quarter 2026 financial results, with CompoSecure achieving record sales while Husky Technologies experienced market headwinds impacting overall performance.
GPGI, Inc. announced its Executive Chairman, Dave Cote, will participate in a fireside chat at the 2026 J.P. Morgan Industrials Conference.

Quarterly Earnings (10-Q)

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GPGI, Inc. files its Q2 2026 10-Q, detailing financial performance, strategic updates following the Husky acquisition, and ongoing operational adjustments.
Worse than expected
Capital raise
GPGI, Inc. filed its Q1 2026 10-Q, detailing significant changes in its financial reporting structure and the impact of the Husky Transaction, resulting in a net loss for the quarter.
Worse than expected
Capital raise
CompoSecure's Q3 2025 results reflect the Resolute Holdings spin-off, with a $4.976 billion Husky Technologies merger announced.
Capital raise
Worse than expected
CompoSecure, Inc. reports a significant shift in its financial reporting following the spin-off of Resolute Holdings and the adoption of equity method accounting for its primary operating subsidiary, Holdings, leading to a consolidated net loss.
Capital raise
Worse than expected
CompoSecure's Q1 2025 financial results reflect the impact of the Resolute Holdings spin-off, resulting in a shift to equity method accounting for CompoSecure Holdings, LLC.
Worse than expected
CompoSecure's Q3 2024 results were significantly impacted by fair value adjustments related to earnout and warrant liabilities, as well as the completion of the Resolute transaction.
Worse than expected

Annual Reports (10-K)

GPGI, Inc. has completed a significant corporate restructuring, spinning off Resolute Holdings and acquiring Husky Technologies Limited, transforming into a diversified permanent capital platform.
Worse than expected
Capital raise
CompoSecure's 2024 10-K filing highlights a year of strategic transformation, including a majority stake acquisition by Resolute, the spin-off of Resolute Holdings, and ongoing efforts to innovate in payments, security, and authentication solutions.
Worse than expected
CompoSecure's 2023 annual report highlights a year of growth in metal payment card sales, coupled with strategic investments in secure authentication technology.
Worse than expected
Capital raise

Insider Trading (Form 4)

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Director Jane J. Thompson was granted 30,738 stock options in GPGI, Inc. with an exercise price of $12.16.
Director Kevin M. Moriarty was granted 81,968 stock options in lieu of his annual cash retainer.
Director Krishna Mikkilineni was granted stock options in lieu of a $60,000 annual cash retainer.
Director Rebecca Corbin Loree was granted 61,476 stock options in lieu of her annual cash retainer.
Director Mark R. James was granted 40,984 stock options in GPGI, Inc. with an exercise price of $12.16.
Director Brian F. Hughes was granted 30,738 stock options in GPGI, Inc. with an exercise price of $12.16.

Proxy Statements (Def-14A)

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GPGI, Inc. announces its virtual Annual Meeting on June 11, 2026, where stockholders will vote on director elections, executive compensation, and auditor ratification, following significant corporate governance and ownership changes.
Worse than expected
Capital raise
GPGI, Inc. has scheduled a special meeting of stockholders for June 4, 2026, to vote on reincorporating the company from Delaware to Nevada.
CompoSecure, Inc. seeks stockholder approval for a strategic combination with Husky Technologies Limited, valued at approximately $3.953 billion in cash and 55.3 million shares of CompoSecure common stock.
Delay expected
Capital raise
CompoSecure, Inc. announced a definitive agreement to acquire Husky Technologies Limited for approximately $3.953 billion in cash and 55,297,297 shares of Class A Common Stock, making Husky an indirect wholly-owned subsidiary.
Delay expected
Capital raise
CompoSecure, Inc. plans a strategic combination with Husky Technologies Limited, creating a diversified industrial compounder valued at approximately $7.36 billion.
Capital raise
Delay expected
CompoSecure, Inc. announced a proposed combination with Husky Technologies Limited, seeking shareholder approval for the issuance of shares to facilitate the transaction and related private placements.
Better than expected
Capital raise

Schedule 13D - Activist Investments

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Platinum Equity and its affiliates now beneficially own 18.3% of CompoSecure's Class A Common Stock following the acquisition of Husky Technologies Limited.
Capital raise
An amendment to Schedule 13D details updated beneficial ownership percentages for key entities and individuals in CompoSecure, Inc. as of January 12, 2026.
CompoSecure, Inc. announced a combination with Husky Technologies Limited, with major shareholders agreeing to vote in favor of the necessary stock issuance and entering into a lock-up agreement.
Capital raise
An amendment to a Schedule 13D filing reveals a change in beneficial ownership percentages for key investors in CompoSecure, Inc. due to the issuance of 4.3 million new shares.
An amendment to Schedule 13D reveals updated beneficial ownership percentages for key holders in CompoSecure, Inc. due to a change in total outstanding shares.
An amended Schedule 13D filing reveals updated beneficial ownership percentages for CompoSecure, Inc. due to a change in total outstanding shares.

Schedule 13G - Passive Investments

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FMR LLC and Abigail P. Johnson have jointly filed a Schedule 13G, reporting beneficial ownership of 14.7% of GPGI Inc.'s Class A Common Stock as of June 30, 2026.
Alyeska Investment Group, L.P. and associated parties have filed a Schedule 13G reporting a 7.39% beneficial ownership stake in GPGI, Inc.
Capital Research Global Investors has reported beneficial ownership of 11,260,713 shares, representing 3.9% of the outstanding common stock of GPGI, Inc.
FMR LLC and Abigail P. Johnson have reported beneficial ownership of 39,551,932.38 shares, representing 13.7% of GPGI Inc.'s Class A Common Stock as of March 31, 2026.
FMR LLC and its Chairman and CEO, Abigail P. Johnson, have disclosed a 10.8% beneficial ownership stake in GPGI INC's Class A Common Stock.
LMR Partners and its affiliates have filed an Amendment No. 5 to Schedule 13G, reporting a beneficial ownership of 0.02% in CompoSecure, Inc.'s Class A Common Stock.