
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
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%
Earnings
6 reported quarters · next on Nov 4, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Aug 5, 2026 | $4.73 | $5.63 | $2.2B | $2.4B | EPS miss, GAAPRevenue miss |
| Q1 FY2026reported May 6, 2026 | $3.99 | $2.63 | $2.0B | $1.8B | EPS beat, GAAPRevenue beat |
| Q4 FY2025reported Feb 18, 2026 | $2.99 | $2.43 | $1.9B | $1.8B | EPS beatRevenue beat |
| Q3 FY2025reported Nov 5, 2025 | $2.19 | $2.16 | $1.7B | $1.7B | EPS in line, GAAPRevenue in line |
| Q2 FY2025reported Aug 6, 2025 | $2.37 | $2.50 | $1.9B | $1.8B | EPS miss, GAAPRevenue beat |
| Q1 FY2025reported May 7, 2025 | $1.85 | $1.48 | $1.7B | $1.5B | EPS 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| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| 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| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| BlackRock, Inc. | $1.4B | 13,029,812 | +6.9% | 8.48% |
| Vanguard Capital Management LLC | $1.1B | 10,040,045 | -0.1% | 6.54% |
| Vanguard Portfolio Management LLC | $923.8M | 8,532,875 | +10.2% | 5.56% |
| State Street Corp | $923.6M | 8,531,329 | +8.2% | 5.53% |
| T. Rowe Price Associates, Inc. | $917.3M | 8,472,753 | +12.6% | 5.52% |
| Geode Capital Management, LLC | $630.0M | 5,386,783 | +4.0% | 3.51% |
| Dimensional Fund Advisors LP | $393.1M | 3,632,033 | -18.5% | 2.36% |
| Capital World Investors | $359.6M | 3,321,883 | +53.0% | 2.16% |
| Invesco Ltd. | $340.4M | 3,143,864 | +5.1% | 2.05% |
| Allianz Asset Management GmbH | $336.4M | 3,107,019 | +18.0% | 2.02% |
| Northern Trust Corp | $333.7M | 3,082,280 | -0.8% | 2.01% |
| Norges Bank | $325.3M | 3,004,820 | New | 1.96% |
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.
Open-market insider trades
20 filings shown · newest filing first| Insider | Action | Shares | Price | Value | Trade date | Delay (business days) |
|---|---|---|---|---|---|---|
| Bert A. FrostEVP, Chief Commercial Officer | Sold | 6,000 | $126.00 | $756K | Mar 17, 2026filed Mar 19, 2026 | 2d |
| Richard A. HokerVP and Corporate Controller | Sold | 3,499 | $125.38 | $439K | Mar 17, 2026filed Mar 19, 2026 | 2d |
| Erik M. MayerVP, Clean Energy & Busdevelop | Sold | 1,500 | $124.69 | $187K | Mar 17, 2026filed Mar 19, 2026 | 2d |
| W. Anthony WillDirector | Sold · 2 lines | 53,026 | $130.83 | $6.9M | Mar 13, 2026filed Mar 13, 2026 | 0d |
| W. Anthony WillDirector | Sold | 28,625 | $118.64 | $3.4M | Mar 11, 2026filed Mar 13, 2026 | 2d |
| Bert A. FrostEVP, Chief Commercial Officer | Sold | 6,250 | $136.69 | $854K | Mar 12, 2026filed Mar 13, 2026 | 1d |
| Susan L. MenzelEVP and Chief Admin. Officer | Sold | 18,041 | $136.06 | $2.5M | Mar 12, 2026filed Mar 13, 2026 | 1d |
| Bert A. FrostEVP, Chief Commercial Officer | Sold · scheduled | 5,534 | $116.21 | $643K | Mar 9, 2026filed Mar 9, 2026 | 0d |
| Bert A. FrostEVP, Chief Commercial Officer | Sold · scheduled | 10,000 | $119.01 | $1.2M | Mar 6, 2026filed Mar 9, 2026 | 1d |
| Richard A. HokerVP and Corporate Controller | Sold | 6,184 | $109.33 | $676K | Mar 5, 2026filed Mar 9, 2026 | 2d |
| Ashraf K. MalikSr. VP, Manufacturing & D'istn | Sold | 2,439 | $111.00 | $271K | Mar 5, 2026filed Mar 9, 2026 | 2d |
| Erik M. MayerVP, Clean Energy & Busdevelop | Sold | 2,200 | $116.25 | $256K | Mar 6, 2026filed Mar 9, 2026 | 1d |
| Susan L. MenzelEVP and Chief Admin. Officer | Sold | 7,200 | $111.00 | $799K | Mar 5, 2026filed Mar 9, 2026 | 2d |
| Michael Patrick McGraneSVP, Gen. Counsel & Secretary | Sold | 3,666 | $116.50 | $427K | Mar 6, 2026filed Mar 9, 2026 | 1d |
| W. Anthony WillDirector | Sold | 57,364 | $109.35 | $6.3M | Mar 5, 2026filed Mar 9, 2026 | 2d |
| Linda M. DempseyVP, Public Affairs | Sold | 864 | $107.00 | $92K | Mar 5, 2026filed Mar 6, 2026 | 1d |
| Linda M. DempseyVP, Public Affairs | Sold · 2 lines | 1,136 | $106.12 | $121K | Mar 4, 2026filed Mar 6, 2026 | 2d |
| Michael Patrick McGraneSVP, Gen. Counsel & Secretary | Sold | 2,766 | $105.36 | $291K | Mar 3, 2026filed Mar 5, 2026 | 2d |
| Susan L. MenzelEVP and Chief Admin. Officer | Sold | 3,914 | $106.09 | $415K | Mar 3, 2026filed Mar 5, 2026 | 2d |
| W. Anthony WillDirector | Sold · 2 lines | 64,273 | $109.06 | $7.0M | Mar 3, 2026filed Mar 5, 2026 | 2d |
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)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Andrew ScribnerEVP and CFO | Stock award | 6,464 | May 26, 2026 |
| Robert C. ArzbaecherDirector | Stock award | 1,390 | Apr 28, 2026 |
| Javed AhmedDirector | Stock award | 1,390 | Apr 28, 2026 |
| Trevor Leigh WilliamsSVP, Manufacturing & Dist'n | Stock award | 4,184 | Apr 28, 2026 |
| Celso L. WhiteDirector | Stock award | 1,390 | Apr 28, 2026 |
| Michael ToelleDirector | Stock award | 1,390 | Apr 28, 2026 |
| Anne P. NoonanDirector | Stock award | 2,208 | Apr 28, 2026 |
| Yris Jesus MadrazoDirector | Stock award | 1,390 | Apr 28, 2026 |
| Susan A. EllerbuschDirector | Stock award | 1,390 | Apr 28, 2026 |
| John W. EavesDirector | Stock award | 1,390 | Apr 28, 2026 |
| Theresa E. WaglerDirector | Stock award | 1,390 | Apr 28, 2026 |
| Deborah L. DeHaasDirector | Stock award | 1,390 | Apr 28, 2026 |
| W. Anthony WillDirector | Disposed to issuer | 33,155 | Mar 15, 2026 |
| W. Anthony WillDirector | Gift | 17,654 | Mar 17, 2026 |
| W. Anthony WillDirector | Stock award | 96,858 | Mar 15, 2026 |
| W. Anthony WillDirector | Discretionary transaction | 29,504 | Mar 5, 2026 |
| Robert C. ArzbaecherDirector | Gift | 5,000 | Mar 5, 2026 |
| Robert C. ArzbaecherDirector | Gift | 6,600 | Mar 3, 2026 |
| Christopher D. BohnPresident & CEO | Tax withholding | 4,598 | Feb 27, 2026 |
| Christopher D. BohnPresident & CEO | Stock award | 10,452 | Feb 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 allowedSince 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.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Alan ArmstrongSelf | Stock | Purchase | $1,001 - $15,000 | -11.6%S&P 500 +19.8% · -31.4 pts vs S&P 500 | Mar 27, 2026 | Jul 21, 2026 | 116d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | +46.1%S&P 500 +9.4% · +36.7 pts vs S&P 500 | Jan 9, 2026 | Feb 13, 2026 | 35d |
| Julia LetlowFiled late | Stock | Purchase | $1,001 - $15,000 | +43.4%S&P 500 +31.5% · +11.9 pts vs S&P 500 | Oct 23, 2024 | Jan 13, 2026 | 447d |
| Julia LetlowFiled late | Stock | Sale | $1,001 - $15,000 | +49.2%After the saleS&P 500 +19.3% · +29.9 pts vs S&P 500 | Aug 8, 2025 | Jan 13, 2026 | 158d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +42.9%After the saleS&P 500 +17.4% · +25.4 pts vs S&P 500 | Sep 5, 2025 | Oct 3, 2025 | 28d |
| Val T. HoyleSpouse | Stock | Purchase | $1,001 - $15,000 | +48.3%S&P 500 +30.6% · +17.7 pts vs S&P 500 | Oct 29, 2024 | Sep 12, 2025 | 318d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +29.4%After the saleS&P 500 +19.3% · +10.1 pts vs S&P 500 | Jul 25, 2025 | Aug 7, 2025 | 13d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +64.8%S&P 500 +42.6% · +22.2 pts vs S&P 500 | Aug 2, 2024 | Sep 6, 2024 | 35d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +70.4%S&P 500 +38.5% · +31.9 pts vs S&P 500 | Jul 2, 2024 | Aug 7, 2024 | 36d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +53.3%After the saleS&P 500 +43.4% · +9.9 pts vs S&P 500 | May 28, 2024 | Jun 5, 2024 | 8d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +56.5%After the saleS&P 500 +44.4% · +12.1 pts vs S&P 500 | May 29, 2024 | Jun 5, 2024 | 7d |
| Pete RickettsSpouse | Stock | Sale (Full) | $50,001 - $100,000 | +44.5%After the saleS&P 500 +75.6% · -31.1 pts vs S&P 500 | Sep 21, 2023 | Oct 20, 2023 | 29d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +78.8%S&P 500 +83.6% · -4.8 pts vs S&P 500 | May 23, 2023 | Jun 12, 2023 | 20d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +82.2%S&P 500 +81.7% · +0.6 pts vs S&P 500 | May 19, 2023 | Jun 12, 2023 | 24d |
| Daniel S. Goldman | Stock | Sale | $1,001 - $15,000 | +41.7%After the saleS&P 500 +92.6% · -50.8 pts vs S&P 500 | Mar 1, 2023 | Apr 17, 2023 | 47d |
| Daniel S. Goldman | Stock | Sale | $1,001 - $15,000 | +40.4%After the saleS&P 500 +84.4% · -43.9 pts vs S&P 500 | Feb 3, 2023 | Mar 20, 2023 | 45d |
| Virginia FoxxJoint | Stock | Sale | $15,001 - $50,000 | +41.5%After the saleS&P 500 +86.2% · -44.7 pts vs S&P 500 | Feb 16, 2023 | Mar 3, 2023 | 15d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +40.3%After the saleS&P 500 +96.1% · -55.7 pts vs S&P 500 | Jan 9, 2023 | Feb 7, 2023 | 29d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +14.7%S&P 500 +105.0% · -90.3 pts vs S&P 500 | Nov 3, 2022 | Dec 6, 2022 | 33d |
| Virginia FoxxJoint | Stock | Purchase | $15,001 - $50,000 | +17.8%S&P 500 +91.8% · -73.9 pts vs S&P 500 | Sep 1, 2022 | Oct 12, 2022 | 41d |
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.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
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, 20261 member reports a position (estimated). The largest estimated position is in the $50,001 - $100,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Gilbert Ray Cisneros, Jr. | Democrat · House | $50,001 - $100,000 | 0.2% |
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
COMPENSATION PLUMBING
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.
