Insider and congress filings

CF Industries Holdings, Inc. (CF)

NYSE · Basic Materials · 366 insider transactions · 32 congress trades · last filed 3 months agoS&P 500

20
Open-market insider filings shown
2d
Median delay on the insider filings, in business days
within the two business day rule
0 buys·20 sells
Purchases and sales in the filings shown
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About CF Industries Holdings, Inc.

from the company's filings and listing, as of Oct 23, 2026
Exchange
NYSE
Sector
Basic Materials
Industry
Agricultural Inputs
Chief executive
Christopher D. Bohn
Employees
2,900
Listed since
Aug 11, 2005
Market value
$17.9B
Price to earnings (12 mo)
8.8
Net income per share, as reported (12 mo)
$13.67
Dividend yield
1.77%

www.cfindustries.com

Earnings

6 reported quarters · next on Nov 4, 2026
QuarterEPSEPS expectedRevenueRevenue expectedResult
Q2 FY2026reported Aug 5, 2026$4.73$5.63$2.2B$2.4BEPS miss, GAAPRevenue miss
Q1 FY2026reported May 6, 2026$3.99$2.63$2.0B$1.8BEPS beat, GAAPRevenue beat
Q4 FY2025reported Feb 18, 2026$2.99$2.43$1.9B$1.8BEPS beatRevenue beat
Q3 FY2025reported Nov 5, 2025$2.19$2.16$1.7B$1.7BEPS in line, GAAPRevenue in line
Q2 FY2025reported Aug 6, 2025$2.37$2.50$1.9B$1.8BEPS miss, GAAPRevenue beat
Q1 FY2025reported May 7, 2025$1.85$1.48$1.7B$1.5BEPS beat, GAAPRevenue beat

Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.

Executive pay

as filed for fiscal 2025 · proxy filed Mar 17, 2026
ExecutiveSalaryStock awardsOtherTotal
W. Anthony WillPresident and Chief Executive Officer$1.4M$7.7M$4.6M$13.7M
Susan L. MenzelExecutive Vice President and Chief Administrative Officer$700K$3.9M$1.3M$5.9M
Christopher D. BohnExecutive Vice President and Chief Operating Officer$1.0M$2.6M$2.2M$5.9M
Gregory D. CameronExecutive Vice President and Chief Financial Officer$770K$2.0M$1.5M$4.3M
Bert A. FrostExecutive Vice President, Sales, Market Development and Supply Chain$725K$2.0M$1.5M$4.3M

The summary compensation table from the proxy statement for fiscal 2025, with titles as filed then. Executives who have since left are not shown. Read the filing

Institutional holders

13F positions as of Jun 30, 2026
HolderValueSharesShares vs prior qtr% of shares out
BlackRock, Inc.$1.4B13,029,812+6.9%8.48%
Vanguard Capital Management LLC$1.1B10,040,045-0.1%6.54%
Vanguard Portfolio Management LLC$923.8M8,532,875+10.2%5.56%
State Street Corp$923.6M8,531,329+8.2%5.53%
T. Rowe Price Associates, Inc.$917.3M8,472,753+12.6%5.52%
Geode Capital Management, LLC$630.0M5,386,783+4.0%3.51%
Dimensional Fund Advisors LP$393.1M3,632,033-18.5%2.36%
Capital World Investors$359.6M3,321,883+53.0%2.16%
Invesco Ltd.$340.4M3,143,864+5.1%2.05%
Allianz Asset Management GmbH$336.4M3,107,019+18.0%2.02%
Northern Trust Corp$333.7M3,082,280-0.8%2.01%
Norges Bank$325.3M3,004,820New1.96%

A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. New: not in this holder's prior 13F as reported; a change of filer ID can also show as new. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.

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Open-market insider trades

20 filings shown · newest filing first
InsiderActionSharesPriceValueTrade dateDelay
(business days)
Bert A. FrostEVP, Chief Commercial OfficerSold6,000$126.00$756KMar 17, 2026filed Mar 19, 20262d
Richard A. HokerVP and Corporate ControllerSold3,499$125.38$439KMar 17, 2026filed Mar 19, 20262d
Erik M. MayerVP, Clean Energy & BusdevelopSold1,500$124.69$187KMar 17, 2026filed Mar 19, 20262d
W. Anthony WillDirectorSold · 2 lines53,026$130.83$6.9MMar 13, 2026filed Mar 13, 20260d
W. Anthony WillDirectorSold28,625$118.64$3.4MMar 11, 2026filed Mar 13, 20262d
Bert A. FrostEVP, Chief Commercial OfficerSold6,250$136.69$854KMar 12, 2026filed Mar 13, 20261d
Susan L. MenzelEVP and Chief Admin. OfficerSold18,041$136.06$2.5MMar 12, 2026filed Mar 13, 20261d
Bert A. FrostEVP, Chief Commercial OfficerSold · scheduled5,534$116.21$643KMar 9, 2026filed Mar 9, 20260d
Bert A. FrostEVP, Chief Commercial OfficerSold · scheduled10,000$119.01$1.2MMar 6, 2026filed Mar 9, 20261d
Richard A. HokerVP and Corporate ControllerSold6,184$109.33$676KMar 5, 2026filed Mar 9, 20262d
Ashraf K. MalikSr. VP, Manufacturing & D'istnSold2,439$111.00$271KMar 5, 2026filed Mar 9, 20262d
Erik M. MayerVP, Clean Energy & BusdevelopSold2,200$116.25$256KMar 6, 2026filed Mar 9, 20261d
Susan L. MenzelEVP and Chief Admin. OfficerSold7,200$111.00$799KMar 5, 2026filed Mar 9, 20262d
Michael Patrick McGraneSVP, Gen. Counsel & SecretarySold3,666$116.50$427KMar 6, 2026filed Mar 9, 20261d
W. Anthony WillDirectorSold57,364$109.35$6.3MMar 5, 2026filed Mar 9, 20262d
Linda M. DempseyVP, Public AffairsSold864$107.00$92KMar 5, 2026filed Mar 6, 20261d
Linda M. DempseyVP, Public AffairsSold · 2 lines1,136$106.12$121KMar 4, 2026filed Mar 6, 20262d
Michael Patrick McGraneSVP, Gen. Counsel & SecretarySold2,766$105.36$291KMar 3, 2026filed Mar 5, 20262d
Susan L. MenzelEVP and Chief Admin. OfficerSold3,914$106.09$415KMar 3, 2026filed Mar 5, 20262d
W. Anthony WillDirectorSold · 2 lines64,273$109.06$7.0MMar 3, 2026filed Mar 5, 20262d

One row is one filing, newest filing first. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count. Scheduled: set up in advance under a Rule 10b5-1 trading plan. The delay counts business days from the trade to the filing, the unit of Form 4's two business day deadline: weekends and federal holidays are skipped. How the filing itself works is explained in our guide to Form 4.

Other Form 4 activity (20)
InsiderEventSharesDate
Andrew ScribnerEVP and CFOStock award6,464May 26, 2026
Robert C. ArzbaecherDirectorStock award1,390Apr 28, 2026
Javed AhmedDirectorStock award1,390Apr 28, 2026
Trevor Leigh WilliamsSVP, Manufacturing & Dist'nStock award4,184Apr 28, 2026
Celso L. WhiteDirectorStock award1,390Apr 28, 2026
Michael ToelleDirectorStock award1,390Apr 28, 2026
Anne P. NoonanDirectorStock award2,208Apr 28, 2026
Yris Jesus MadrazoDirectorStock award1,390Apr 28, 2026
Susan A. EllerbuschDirectorStock award1,390Apr 28, 2026
John W. EavesDirectorStock award1,390Apr 28, 2026
Theresa E. WaglerDirectorStock award1,390Apr 28, 2026
Deborah L. DeHaasDirectorStock award1,390Apr 28, 2026
W. Anthony WillDirectorDisposed to issuer33,155Mar 15, 2026
W. Anthony WillDirectorGift17,654Mar 17, 2026
W. Anthony WillDirectorStock award96,858Mar 15, 2026
W. Anthony WillDirectorDiscretionary transaction29,504Mar 5, 2026
Robert C. ArzbaecherDirectorGift5,000Mar 5, 2026
Robert C. ArzbaecherDirectorGift6,600Mar 3, 2026
Christopher D. BohnPresident & CEOTax withholding4,598Feb 27, 2026
Christopher D. BohnPresident & CEOStock award10,452Feb 27, 2026

Awards, option exercises, shares withheld to cover tax and gifts all file on the same form as a purchase or a sale. None of them is a decision to trade, so they sit here rather than beside the ones that are.

Congress trades in CF

20 disclosures of 32 on record · median 34d of the 45 allowed

Since the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 24, 2026), not the member's result. Not investment advice.

MemberTypeActionAmount disclosedStock since the tradeTrade dateDisclosedDelay
Alan ArmstrongSelfStockPurchase$1,001 - $15,000-11.6%S&P 500 +19.8% · -31.4 pts vs S&P 500Mar 27, 2026Jul 21, 2026116d
Gilbert Ray Cisneros, Jr.StockPurchase$1,001 - $15,000+46.1%S&P 500 +9.4% · +36.7 pts vs S&P 500Jan 9, 2026Feb 13, 202635d
Julia LetlowFiled lateStockPurchase$1,001 - $15,000+43.4%S&P 500 +31.5% · +11.9 pts vs S&P 500Oct 23, 2024Jan 13, 2026447d
Julia LetlowFiled lateStockSale$1,001 - $15,000+49.2%After the saleS&P 500 +19.3% · +29.9 pts vs S&P 500Aug 8, 2025Jan 13, 2026158d
Ro KhannaStockSale$1,001 - $15,000+42.9%After the saleS&P 500 +17.4% · +25.4 pts vs S&P 500Sep 5, 2025Oct 3, 202528d
Val T. HoyleSpouseStockPurchase$1,001 - $15,000+48.3%S&P 500 +30.6% · +17.7 pts vs S&P 500Oct 29, 2024Sep 12, 2025318d
Ro KhannaStockSale$1,001 - $15,000+29.4%After the saleS&P 500 +19.3% · +10.1 pts vs S&P 500Jul 25, 2025Aug 7, 202513d
Ro KhannaStockPurchase$1,001 - $15,000+64.8%S&P 500 +42.6% · +22.2 pts vs S&P 500Aug 2, 2024Sep 6, 202435d
Ro KhannaStockPurchase$1,001 - $15,000+70.4%S&P 500 +38.5% · +31.9 pts vs S&P 500Jul 2, 2024Aug 7, 202436d
Ro KhannaStockSale$1,001 - $15,000+53.3%After the saleS&P 500 +43.4% · +9.9 pts vs S&P 500May 28, 2024Jun 5, 20248d
Ro KhannaStockSale$1,001 - $15,000+56.5%After the saleS&P 500 +44.4% · +12.1 pts vs S&P 500May 29, 2024Jun 5, 20247d
Pete RickettsSpouseStockSale (Full)$50,001 - $100,000+44.5%After the saleS&P 500 +75.6% · -31.1 pts vs S&P 500Sep 21, 2023Oct 20, 202329d
Ro KhannaStockPurchase$1,001 - $15,000+78.8%S&P 500 +83.6% · -4.8 pts vs S&P 500May 23, 2023Jun 12, 202320d
Ro KhannaStockPurchase$1,001 - $15,000+82.2%S&P 500 +81.7% · +0.6 pts vs S&P 500May 19, 2023Jun 12, 202324d
Daniel S. GoldmanStockSale$1,001 - $15,000+41.7%After the saleS&P 500 +92.6% · -50.8 pts vs S&P 500Mar 1, 2023Apr 17, 202347d
Daniel S. GoldmanStockSale$1,001 - $15,000+40.4%After the saleS&P 500 +84.4% · -43.9 pts vs S&P 500Feb 3, 2023Mar 20, 202345d
Virginia FoxxJointStockSale$15,001 - $50,000+41.5%After the saleS&P 500 +86.2% · -44.7 pts vs S&P 500Feb 16, 2023Mar 3, 202315d
Ro KhannaStockSale$1,001 - $15,000+40.3%After the saleS&P 500 +96.1% · -55.7 pts vs S&P 500Jan 9, 2023Feb 7, 202329d
Ro KhannaStockPurchase$1,001 - $15,000+14.7%S&P 500 +105.0% · -90.3 pts vs S&P 500Nov 3, 2022Dec 6, 202233d
Virginia FoxxJointStockPurchase$15,001 - $50,000+17.8%S&P 500 +91.8% · -73.9 pts vs S&P 500Sep 1, 2022Oct 12, 202241d

Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.

A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.

Every Congress trade in CF, filterable by party, chamber, type and account.

Members of Congress reporting a position

1 member · estimate, as of Oct 22, 2026

1 member reports a position (estimated). The largest estimated position is in the $50,001 - $100,000 band.

MemberParty, chamberEstimated positionShare of their portfolio
Gilbert Ray Cisneros, Jr.Democrat · House$50,001 - $100,0000.2%

Estimate, as of Oct 22, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.

Questions

Are insiders buying or selling CF?

Across the 20 most recent open-market filings shown here, 0 were purchases and 20 were sales. 2 were scheduled in advance under a Rule 10b5-1 plan.

Which members of Congress have traded CF?

Alan Armstrong, Gilbert Ray Cisneros, Jr., Julia Letlow, Ro Khanna, Val T. Hoyle, Pete Ricketts and others disclosed CF transactions in the filings shown here.

Which members of Congress hold CF?

1 member of Congress reports a position in CF in the estimate we hold as of Oct 22, 2026. The estimated position belongs to Gilbert Ray Cisneros, Jr. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.

Is CF in the S&P 500 or the Nasdaq 100?

CF Industries Holdings, Inc. is a current member of the S&P 500, per the membership list we hold as of Oct 26, 2026. Current members of either index get a page here whatever their filing history.

How quickly are CF trades disclosed?

Insider filings on this page reached the public a median of 2 business days after the transaction (weekends and federal holidays skipped), against the two business days Form 4 allows. Congressional disclosures took a median of 34 days, against the 45 the STOCK Act allows.

How to read a Form 4

A DECISION THE INSIDER MADE

POpen-market purchase. Bought with their own money at the market price.
SOpen-market sale. Sold on the market. A sale marked scheduled was set up in advance under a Rule 10b5-1 plan, often months before.

COMPENSATION PLUMBING

AStock award. Granted as pay, not bought.
MOption exercise. Converting options already held into shares.
FTax withholding. Shares handed back to the company to pay the tax on a grant.
GGift. Given away, with no money changing hands.

Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.

Data as of Oct 26, 2026.

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