Insider and congress filings
CF Industries Holdings, Inc. (CF)
About CF Industries Holdings, Inc.
from the company's filings and listing- Exchange
- NYSE
- Sector
- Basic Materials
- Industry
- Agricultural Inputs
- Chief executive
- Christopher D. Bohn
- Employees
- 2,900
- Listed since
- Aug 11, 2005
- Market value
- $21.2B
- Price to earnings
- 10.2
- Earnings per share
- $13.67
- Dividend yield
- 1.52%
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 missRevenue miss |
| Q1 FY2026reported May 6, 2026 | $3.99 | $2.63 | $2.0B | $1.8B | EPS beatRevenue 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 lineRevenue in line |
| Q2 FY2025reported Aug 6, 2025 | $2.37 | $2.50 | $1.9B | $1.8B | EPS missRevenue beat |
| Q1 FY2025reported May 7, 2025 | $1.85 | $1.48 | $1.7B | $1.5B | EPS beatRevenue 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; basis unverified means we could not classify the reported figure. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for 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 Offi | $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 an | $725K | $2.0M | $1.5M | $4.3M |
The summary compensation table from the 2025 proxy statement, current executives only. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Change | Of company |
|---|---|---|---|---|
| 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% | 5.55% |
| Price T Rowe 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 | +100.0% | 1.96% |
A 13F reports long US equity positions 45 days after the quarter ends, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory.
GetSignal watches Form 4 and STOCK Act filings and pushes each one to your phone as it is published, with the history behind it. Free on iOS and Android.
Open-market insider trades
20 filings of 366 on record| Insider | Action | Shares | Price | Value | Trade date | Delay |
|---|---|---|---|---|---|---|
| Erik M. MayerVP, Clean Energy & Busdevelop | Sold | 1,500 | $124.69 | $187K | Mar 17, 2026 | 2d |
| Bert A. FrostEVP, Chief Commercial Officer | Sold | 6,000 | $126.00 | $756K | Mar 17, 2026 | 2d |
| Richard A. HokerVP and Corporate Controller | Sold | 3,499 | $125.38 | $439K | Mar 17, 2026 | 2d |
| Susan L. MenzelEVP and Chief Admin. Officer | Sold | 18,041 | $136.06 | $2.5M | Mar 12, 2026 | 1d |
| W. Anthony WillDirector | Sold · 2 lines | 53,026 | $130.83 | $6.9M | Mar 13, 2026 | 0d |
| W. Anthony WillDirector | Sold | 28,625 | $118.64 | $3.4M | Mar 11, 2026 | 2d |
| Bert A. FrostEVP, Chief Commercial Officer | Sold | 6,250 | $136.69 | $854K | Mar 12, 2026 | 1d |
| Erik M. MayerVP, Clean Energy & Busdevelop | Sold | 2,200 | $116.25 | $256K | Mar 6, 2026 | 3d |
| Ashraf K. MalikSr. VP, Manufacturing & D'istn | Sold | 2,439 | $111.00 | $271K | Mar 5, 2026 | 4d |
| Richard A. HokerVP and Corporate Controller | Sold | 6,184 | $109.33 | $676K | Mar 5, 2026 | 4d |
| Bert A. FrostEVP, Chief Commercial Officer | Sold | 5,534 | $116.21 | $643K | Mar 9, 2026 | 0d |
| Bert A. FrostEVP, Chief Commercial Officer | Sold | 10,000 | $119.01 | $1.2M | Mar 6, 2026 | 3d |
| W. Anthony WillDirector | Sold | 57,364 | $109.35 | $6.3M | Mar 5, 2026 | 4d |
| Michael Patrick McGraneSVP, Gen. Counsel & Secretary | Sold | 3,666 | $116.50 | $427K | Mar 6, 2026 | 3d |
| Susan L. MenzelEVP and Chief Admin. Officer | Sold | 7,200 | $111.00 | $799K | Mar 5, 2026 | 4d |
| Linda M. DempseyVP, Public Affairs | Sold · 2 lines | 1,136 | $106.12 | $121K | Mar 4, 2026 | 2d |
| Linda M. DempseyVP, Public Affairs | Sold | 864 | $107.00 | $92K | Mar 5, 2026 | 1d |
| W. Anthony WillDirector | Sold · 2 lines | 64,273 | $109.06 | $7.0M | Mar 3, 2026 | 2d |
| Susan L. MenzelEVP and Chief Admin. Officer | Sold | 3,914 | $106.09 | $415K | Mar 3, 2026 | 2d |
| Michael Patrick McGraneSVP, Gen. Counsel & Secretary | Sold | 2,766 | $105.36 | $291K | Mar 3, 2026 | 2d |
One row is one filing. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count.
Congress trades in CF
20 disclosures of 32 on record · median 33d of the 45 allowed| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Alan ArmstrongSelfFiled late | Stock | Purchase | $1,001 - $15,000 | +1.2%S&P +20.2% · vs S&P 500 -19.0% | Mar 27, 2026 | Jul 21, 2026 | 116d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | +67.2%S&P +9.8% · vs S&P 500 +57.4% | Jan 9, 2026 | Feb 13, 2026 | 35d |
| Julia LetlowFiled late | Stock | Sale | $1,001 - $15,000 | +70.1%S&P +19.9% · vs S&P 500 +50.2% | Aug 8, 2025 | Jan 13, 2026 | 158d |
| Julia LetlowFiled late | Stock | Purchase | $1,001 - $15,000 | +63.5%S&P +32.1% · vs S&P 500 +31.4% | Oct 23, 2024 | Jan 13, 2026 | 447d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +63.5%S&P +17.8% · vs S&P 500 +45.7% | Sep 5, 2025 | Oct 3, 2025 | 28d |
| Val T. HoyleSpouseFiled late | Stock | Purchase | $1,001 - $15,000 | +69.8%S&P +31.1% · vs S&P 500 +38.7% | Oct 29, 2024 | Sep 12, 2025 | 318d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +48.0%S&P +19.7% · vs S&P 500 +28.3% | Jul 25, 2025 | Aug 7, 2025 | 13d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +88.6%S&P +43.1% · vs S&P 500 +45.6% | Aug 2, 2024 | Sep 6, 2024 | 35d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +95.0%S&P +38.9% · vs S&P 500 +56.1% | Jul 2, 2024 | Aug 7, 2024 | 36d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +79.1%S&P +44.9% · vs S&P 500 +34.2% | May 29, 2024 | Jun 5, 2024 | 7d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +75.5%S&P +43.9% · vs S&P 500 +31.6% | May 28, 2024 | Jun 5, 2024 | 8d |
| Pete RickettsSpouse | Stock | Sale (Full) | $50,001 - $100,000 | +64.7%S&P +76.4% · vs S&P 500 -11.7% | Sep 21, 2023 | Oct 20, 2023 | 29d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +99.0%S&P +85.1% · vs S&P 500 +14.0% | May 23, 2023 | Jun 12, 2023 | 20d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +102.9%S&P +83.1% · vs S&P 500 +19.8% | May 19, 2023 | Jun 12, 2023 | 24d |
| Daniel S. GoldmanFiled late | Stock | Sale | $1,001 - $15,000 | +62.2%S&P +93.2% · vs S&P 500 -31.0% | Mar 1, 2023 | Apr 17, 2023 | 47d |
| Daniel S. Goldman | Stock | Sale | $1,001 - $15,000 | +60.7%S&P +85.0% · vs S&P 500 -24.3% | Feb 3, 2023 | Mar 20, 2023 | 45d |
| Virginia FoxxJoint | Stock | Sale | $15,001 - $50,000 | +61.9%S&P +86.8% · vs S&P 500 -24.9% | Feb 16, 2023 | Mar 3, 2023 | 15d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +56.2%S&P +97.6% · vs S&P 500 -41.4% | Jan 9, 2023 | Feb 7, 2023 | 29d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +26.7%S&P +107.7% · vs S&P 500 -81.0% | Nov 3, 2022 | Dec 6, 2022 | 33d |
| Virginia FoxxJoint | Stock | Purchase | $1,001 - $15,000 | +40.1%S&P +97.0% · vs S&P 500 -56.9% | Sep 16, 2022 | Oct 12, 2022 | 26d |
Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 10, 2026, an estimate, with the S&P 500 over the same window and the difference against it. The figures describe the stock after the trade, not the member's result: the filing carries a band, not a fill, and a sale keeps the same sign, so a positive figure after a sale means the stock kept rising. An option row carries the underlying stock's move. A row marked n/a has no market price. Not investment advice.
Members of Congress reporting a position
1 member · estimate, as of Sep 10, 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 Sep 10, 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.
Awards, option exercises and gifts (20)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Andrew ScribnerEVP and CFO | Stock award | 6,464 | May 26, 2026 |
| Celso L. WhiteDirector | Stock award | 1,390 | Apr 28, 2026 |
| Trevor Leigh WilliamsSVP, Manufacturing & Dist'n | Stock award | 4,184 | Apr 28, 2026 |
| Deborah L. DeHaasDirector | Stock award | 1,390 | Apr 28, 2026 |
| Theresa E. WaglerDirector | Stock award | 1,390 | Apr 28, 2026 |
| John W. EavesDirector | Stock award | 1,390 | Apr 28, 2026 |
| Robert C. ArzbaecherDirector | Stock award | 1,390 | Apr 28, 2026 |
| Javed AhmedDirector | Stock award | 1,390 | Apr 28, 2026 |
| Susan A. EllerbuschDirector | Stock award | 1,390 | Apr 28, 2026 |
| Yris Jesus MadrazoDirector | Stock award | 1,390 | Apr 28, 2026 |
| Anne P. NoonanDirector | Stock award | 2,208 | Apr 28, 2026 |
| Michael ToelleDirector | Stock award | 1,390 | Apr 28, 2026 |
| W. Anthony WillDirector | Disposed to issuer | 33,155 | Mar 15, 2026 |
| W. Anthony WillDirector | Stock award | 96,858 | Mar 15, 2026 |
| W. Anthony WillDirector | Gift | 17,654 | Mar 17, 2026 |
| W. Anthony WillDirector | Discretionary transaction | 29,504 | Mar 5, 2026 |
| Robert C. ArzbaecherDirector | Gift | 6,600 | Mar 3, 2026 |
| Robert C. ArzbaecherDirector | Gift | 5,000 | Mar 5, 2026 |
| Richard A. HokerVP and Corporate Controller | Gift | 1,973 | Feb 27, 2026 |
| Ashraf K. MalikSr. VP, Manufacturing & D'istn | Tax withholding | 1,625 | 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.
Questions
Are insiders buying or selling CF?
Across the 20 most recent open-market filings shown here, 0 were purchases and 20 were sales.
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 Sep 10, 2026. The largest 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 Sep 10, 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 days after the transaction, against the two business days Form 4 allows. Congressional disclosures took a median of 33 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 Sep 10, 2026.