
Insider and congress filings
The Mosaic Company (MOS)
NYSE · Basic Materials · 307 insider transactions · 87 congress trades · last filed 24 days agoS&P 500
About The Mosaic Company
from the company's filings and listing, as of Oct 22, 2026- Exchange
- NYSE
- Sector
- Basic Materials
- Industry
- Agricultural Inputs
- Chief executive
- Bruce Bodine Jr.
- Employees
- 13,249
- Listed since
- Jan 26, 1988
- Market value
- $5.6B
- Price to earnings (12 mo)
- 88.4
- Net income per share, as reported (12 mo)
- $0.14
- Dividend yield
- 4.98%
Earnings
6 reported quarters · next on Nov 3, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Aug 4, 2026 | $0.13 | $0.12 | $2.8B | $3.1B | EPS beatRevenue miss |
| Q1 FY2026reported May 11, 2026 | $0.05 | $0.24 | $3.0B | $2.9B | EPS missRevenue beat |
| Q4 FY2025reported Feb 24, 2026 | $0.22 | $0.48 | $3.0B | $2.9B | EPS missRevenue in line |
| Q3 FY2025reported Nov 4, 2025 | $1.04 | $0.97 | $3.5B | $3.5B | EPS beatRevenue miss |
| Q2 FY2025reported Aug 5, 2025 | $0.51 | $0.67 | $3.0B | $3.9B | EPS missRevenue miss |
| Q1 FY2025reported May 6, 2025 | $0.49 | $0.45 | $2.6B | $2.7B | EPS beatRevenue miss |
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 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 Apr 16, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Bruce M. BodinePresident and Chief Executive Officer | $1.2M | $8.0M | $1.2M | $10.4M |
| Luciano Siani PiresExecutive Vice President and Chief Financial Officer | $803K | $2.5M | $547K | $3.8M |
| Karen A. SwagerExecutive Vice President - Operations | $665K | $1.7M | $453K | $2.8M |
| Walter F. Precourt IIISenior Vice President and Chief Administrative Officer | $665K | $1.6M | $468K | $2.7M |
| Jenny WangExecutive Vice President - Commercial | $630K | $1.7M | $397K | $2.7M |
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. | $524.5M | 24,751,481 | +4.7% | 7.79% |
| Vanguard Capital Management LLC | $439.6M | 20,744,667 | +0.5% | 6.53% |
| AQR Capital Management LLCCliff Asness | $387.6M | 18,292,494 | +67.4% | 5.75% |
| State Street Corp | $318.7M | 15,039,070 | +12.2% | 4.74% |
| Invesco Ltd. | $315.8M | 14,904,222 | +32.6% | 4.69% |
| Vanguard Portfolio Management LLC | $312.8M | 14,759,347 | -3.6% | 4.64% |
| Dimensional Fund Advisors LP | $305.4M | 14,411,407 | +1.2% | 4.53% |
| FMR LLC | $279.7M | 13,199,733 | -54.6% | 4.15% |
| Geode Capital Management, LLC | $188.7M | 8,919,117 | +1.9% | 2.81% |
| Donald Smith & Co., Inc. | $163.7M | 7,723,547 | +67.3% | 2.43% |
| Millennium Management LLC | $139.7M | 6,591,349 | +2767.2% | 2.07% |
| Morgan Stanley | $109.2M | 5,152,979 | +5.0% | 1.62% |
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. 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
4 filings shown · newest filing first| Insider | Action | Shares | Price | Value | Trade date | Delay (business days) |
|---|---|---|---|---|---|---|
| Walter F. Precourt IIISVP - Chief Admin Officer | Sold | 23,000 | $22.12 | $509K | Aug 19, 2026filed Aug 21, 2026 | 2d |
| Jody Lynne KuzenkoDirector | Bought | 685 | $25.53 | $17K | Nov 11, 2025filed Nov 13, 2025 | 2d |
| Walter F. Precourt IIISVP - Chief Admin Officer | Sold | 18,000 | $35.73 | $643K | May 29, 2025filed Jun 2, 2025 | 2d |
| Bruce M. BodinePresident and CEO | Sold | 180,708 | $31.56 | $5.7M | May 8, 2025filed May 9, 2025 | 1d |
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. 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 |
|---|---|---|---|
| Sonya C. LittleDirector | Stock award | 65 | Sep 23, 2026 |
| Kelvin R. WestbrookDirector | Option exercise | 7,310 | May 28, 2026 |
| Kelvin R. WestbrookDirector | Stock award | 7,273 | May 28, 2026 |
| Sonya C. LittleDirector | Stock award | 7,273 | May 28, 2026 |
| Sonya C. LittleDirector | Option exercise | 4,873 | May 28, 2026 |
| Gregory L. EbelDirector | Option exercise | 7,310 | May 28, 2026 |
| Gregory L. EbelDirector | Stock award | 10,910 | May 28, 2026 |
| David Thomas SeatonDirector | Option exercise | 8,040 | May 28, 2026 |
| David Thomas SeatonDirector | Stock award | 7,273 | May 28, 2026 |
| Cheryl K. BeebeDirector | Option exercise | 7,310 | May 28, 2026 |
| Cheryl K. BeebeDirector | Stock award | 7,273 | May 28, 2026 |
| Joao Roberto Goncalves TeixeiraDirector | Stock award | 7,273 | May 28, 2026 |
| Joao Roberto Goncalves TeixeiraDirector | Option exercise | 4,873 | May 28, 2026 |
| Emery N. KoenigDirector | Stock award | 7,273 | May 28, 2026 |
| Emery N. KoenigDirector | Option exercise | 4,873 | May 28, 2026 |
| Gretchen H. WatkinsDirector | Stock award | 7,273 | May 28, 2026 |
| Gretchen H. WatkinsDirector | Option exercise | 4,873 | May 28, 2026 |
| Timothy S. GitzelDirector | Stock award | 7,273 | May 28, 2026 |
| Timothy S. GitzelDirector | Option exercise | 4,873 | May 28, 2026 |
| Kathleen M. ShanahanDirector | Stock award | 7,273 | May 28, 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 MOS
20 disclosures of 87 on record · median 27d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 25, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -15.5%S&P 500 +1.7% · -17.2 pts vs S&P 500 | Jul 7, 2026 | Aug 7, 2026 | 31d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -20.4%S&P 500 +2.4% · -22.8 pts vs S&P 500 | Jul 20, 2026 | Aug 7, 2026 | 18d |
| Alan ArmstrongSelf | Stock | Purchase | $1,001 - $15,000 | -28.6%S&P 500 +19.8% · -48.5 pts vs S&P 500 | Mar 27, 2026 | Jul 21, 2026 | 116d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -18.0%After the saleS&P 500 +2.8% · -20.8 pts vs S&P 500 | May 15, 2026 | Jun 9, 2026 | 25d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -24.8%After the saleS&P 500 +1.3% · -26.0 pts vs S&P 500 | May 27, 2026 | Jun 9, 2026 | 13d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -27.3%S&P 500 +10.8% · -38.1 pts vs S&P 500 | Apr 13, 2026 | May 11, 2026 | 28d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | -25.5%After the saleS&P 500 +9.4% · -34.9 pts vs S&P 500 | Apr 14, 2026 | May 8, 2026 | 24d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -25.9%S&P 500 +15.6% · -41.5 pts vs S&P 500 | Mar 23, 2026 | Apr 7, 2026 | 15d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | -31.3%S&P 500 +9.4% · -40.8 pts vs S&P 500 | Jan 9, 2026 | Feb 13, 2026 | 35d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -36.4%After the saleS&P 500 +9.5% · -45.8 pts vs S&P 500 | Jan 29, 2026 | Feb 6, 2026 | 8d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -31.1%After the saleS&P 500 +11.5% · -42.6 pts vs S&P 500 | Nov 10, 2025 | Dec 8, 2025 | 28d |
| Val T. HoyleSpouse | Stock | Sale | $1,001 - $15,000 | -47.5%After the saleS&P 500 +14.2% · -61.7 pts vs S&P 500 | Sep 23, 2025 | Oct 10, 2025 | 17d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -36.2%S&P 500 +42.0% · -78.1 pts vs S&P 500 | Apr 23, 2025 | May 12, 2025 | 19d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -47.0%After the saleS&P 500 +59.5% · -106.5 pts vs S&P 500 | Jan 10, 2024 | Feb 5, 2024 | 26d |
| Daniel S. Goldman | Stock | Sale | $1,001 - $15,000 | -48.7%After the saleS&P 500 +73.6% · -122.3 pts vs S&P 500 | Jun 29, 2023 | Aug 13, 2023 | 45d |
| Daniel S. Goldman | Stock | Sale | $1,001 - $15,000 | -50.3%After the saleS&P 500 +70.5% · -120.8 pts vs S&P 500 | Jul 12, 2023 | Aug 13, 2023 | 32d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -50.1%S&P 500 +81.7% · -131.8 pts vs S&P 500 | May 19, 2023 | Jun 12, 2023 | 24d |
| Daniel S. Goldman | Stock | Sale | $1,001 - $15,000 | -60.3%After the saleS&P 500 +85.6% · -145.9 pts vs S&P 500 | Apr 10, 2023 | May 19, 2023 | 39d |
| Daniel S. Goldman | Stock | Purchase | $1,001 - $15,000 | -60.3%S&P 500 +85.6% · -145.9 pts vs S&P 500 | Apr 10, 2023 | May 19, 2023 | 39d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -60.3%After the saleS&P 500 +85.6% · -145.9 pts vs S&P 500 | Apr 10, 2023 | May 8, 2023 | 28d |
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 MOS, filterable by party, chamber, type and account.
Members of Congress reporting a position
2 members · estimate, as of Oct 21, 20262 members report a position of $1,000 or more (estimated). The largest estimated position is in the $1,001 - $15,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Lucy McBath | Democrat · House | $1,001 - $15,000 | 0.1% |
| Robert Bresnahan | Republican · House | $1,001 - $15,000 | <0.1% |
A further member reports a position estimated under $1,000; that member is not listed.
Estimate, as of Oct 21, 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 MOS?
Across the 4 most recent open-market filings shown here, 1 was a purchase and 3 were sales.
Which members of Congress have traded MOS?
Ro Khanna, Alan Armstrong, Gilbert Ray Cisneros, Jr., Val T. Hoyle and Daniel S. Goldman disclosed MOS transactions in the filings shown here.
Which members of Congress hold MOS?
2 members of Congress report a position of $1,000 or more in MOS in the estimate we hold as of Oct 21, 2026. The estimated positions of $1,000 or more belong to Lucy McBath and Robert Bresnahan. 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 MOS in the S&P 500 or the Nasdaq 100?
The Mosaic Company 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 MOS 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 27 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.
