Insider and congress filings
The Mosaic Company (MOS)
About The Mosaic Company
from the company's filings and listing- Exchange
- NYSE
- Sector
- Basic Materials
- Industry
- Agricultural Inputs
- Chief executive
- Bruce Bodine Jr.
- Employees
- 13,249
- Listed since
- Jan 26, 1988
- Market value
- $8.3B
- Price to earnings
- 131.1
- Earnings per share
- $0.14
- Dividend yield
- 3.36%
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 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 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 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. | $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 LLC | $387.6M | 18,292,494 | +67.4% | 5.75% |
| State Street Corp | $318.7M | 15,039,070 | +12.2% | 4.73% |
| 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 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.
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Open-market insider trades
4 filings of 306 on record| Insider | Action | Shares | Price | Value | Trade date | Delay |
|---|---|---|---|---|---|---|
| Walter F. Precourt IIISVP - Chief Admin Officer | Sold | 23,000 | $22.12 | $509K | Aug 19, 2026 | 2d |
| Jody Lynne KuzenkoDirector | Bought | 685 | $25.53 | $17K | Nov 11, 2025 | 2d |
| Walter F. Precourt IIISVP - Chief Admin Officer | Sold | 18,000 | $35.73 | $643K | May 29, 2025 | 4d |
| Bruce M. BodinePresident and CEO | Sold | 180,708 | $31.56 | $5.7M | May 8, 2025 | 1d |
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 MOS
20 disclosures of 87 on record · median 28d of the 45 allowed| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +24.1%S&P +2.0% · vs S&P 500 +22.1% | Jul 7, 2026 | Aug 7, 2026 | 31d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +17.0%S&P +2.7% · vs S&P 500 +14.2% | Jul 20, 2026 | Aug 7, 2026 | 18d |
| Alan ArmstrongSelfFiled late | Stock | Purchase | $1,001 - $15,000 | +4.8%S&P +20.2% · vs S&P 500 -15.4% | Mar 27, 2026 | Jul 21, 2026 | 116d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +20.5%S&P +3.2% · vs S&P 500 +17.3% | May 15, 2026 | Jun 9, 2026 | 25d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +10.5%S&P +1.6% · vs S&P 500 +8.9% | May 27, 2026 | Jun 9, 2026 | 13d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +8.1%S&P +11.6% · vs S&P 500 -3.5% | Apr 13, 2026 | May 11, 2026 | 28d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | +9.5%S&P +9.8% · vs S&P 500 -0.3% | Apr 14, 2026 | May 8, 2026 | 24d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +8.9%S&P +16.0% · vs S&P 500 -7.1% | Mar 23, 2026 | Apr 7, 2026 | 15d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | +0.9%S&P +9.8% · vs S&P 500 -8.9% | Jan 9, 2026 | Feb 13, 2026 | 35d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -5.4%S&P +10.3% · vs S&P 500 -15.7% | Jan 29, 2026 | Feb 6, 2026 | 8d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +1.2%S&P +11.9% · vs S&P 500 -10.6% | Nov 10, 2025 | Dec 8, 2025 | 28d |
| Val T. HoyleSpouse | Stock | Sale | $1,001 - $15,000 | -22.8%S&P +14.6% · vs S&P 500 -37.4% | Sep 23, 2025 | Oct 10, 2025 | 17d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -6.2%S&P +42.4% · vs S&P 500 -48.7% | Apr 23, 2025 | May 12, 2025 | 19d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -22.2%S&P +60.0% · vs S&P 500 -82.2% | Jan 10, 2024 | Feb 5, 2024 | 26d |
| Daniel S. Goldman | Stock | Sale | $1,001 - $15,000 | -24.6%S&P +74.1% · vs S&P 500 -98.8% | Jun 29, 2023 | Aug 13, 2023 | 45d |
| Daniel S. Goldman | Stock | Sale | $1,001 - $15,000 | -26.9%S&P +71.0% · vs S&P 500 -98.0% | Jul 12, 2023 | Aug 13, 2023 | 32d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -25.8%S&P +83.1% · vs S&P 500 -108.9% | May 19, 2023 | Jun 12, 2023 | 24d |
| Daniel S. Goldman | Stock | Sale | $1,001 - $15,000 | -41.6%S&P +86.2% · vs S&P 500 -127.9% | Apr 10, 2023 | May 19, 2023 | 39d |
| Daniel S. Goldman | Stock | Purchase | $1,001 - $15,000 | -41.6%S&P +86.2% · vs S&P 500 -127.9% | Apr 10, 2023 | May 19, 2023 | 39d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -40.9%S&P +87.1% · vs S&P 500 -128.0% | Apr 10, 2023 | May 8, 2023 | 28d |
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 $1,001 - $15,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Robert Bresnahan | Republican · House | $1,001 - $15,000 | 0.1% |
A further 1 member reports a position estimated under $1,000; those are not listed.
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 |
|---|---|---|---|
| Timothy S. GitzelDirector | Option exercise | 4,873 | May 28, 2026 |
| Kathleen M. ShanahanDirector | Option exercise | 4,873 | May 28, 2026 |
| Jody Lynne KuzenkoDirector | Stock award | 7,273 | May 28, 2026 |
| Jody Lynne KuzenkoDirector | Option exercise | 4,873 | May 28, 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 |
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 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, Daniel S. Goldman disclosed MOS transactions in the filings shown here.
Which members of Congress hold MOS?
1 member of Congress reports a position in MOS in the estimate we hold as of Sep 10, 2026. The largest estimated position belongs to 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 Sep 10, 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 days after the transaction, against the two business days Form 4 allows. Congressional disclosures took a median of 28 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.