CF Industries Holdings, Inc. (CF) — Insider Trading

AI-Powered SEC Filing Analysis

Latest Insider Trading Filed: 2026-04-30

Key Insights

Director Robert C. Arzbaecher acquired 1,390 shares of CF Industries common stock on 04/28/2026 at $0 price, indicating a non-cash transaction likely from stock compensation or dividend reinvestment rather than open market purchase.
Post-transaction beneficial ownership stands at 54,304 shares directly owned plus 2,375 shares held indirectly through an IRA, demonstrating meaningful personal investment in the company by a board member.
The zero-dollar transaction price and timing suggest this acquisition resulted from vesting of restricted stock units or similar equity compensation plans rather than insider market confidence or conviction buying.

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Earlier Insider Trading filings

Filed: 2026-04-30

Director Ahmed Javed acquired 1,390 shares of CF Industries common stock on 04/28/2026 at $0 price, indicating a grant or equity compensation award rather than a market purchase.
Following this transaction, Javed's beneficial ownership stands at 23,165 shares held directly, showing continued alignment with shareholder interests through equity holdings.
The filing was signed by power of attorney through Michael P. McGrane on 04/30/2026, two days after the transaction date, suggesting standard administrative processing of board compensation.
No derivative securities transactions are reported, indicating this is a straightforward equity compensation event with no options or warrants involved in this reporting period.

Filed: 2026-04-30

Trevor Leigh Williams, SVP of Manufacturing & Distribution at CF Industries, acquired 4,184 shares of common stock on April 28, 2026 at $0 per share, indicating this was likely a restricted stock unit (RSU) vesting or equity compensation grant rather than an open market purchase.
The transaction represents direct beneficial ownership and appears to be part of standard executive compensation practices rather than a discretionary insider buy signal, which would have limited implications for investor sentiment about stock direction.
The filing shows no derivative securities activity and no unusual patterns that would suggest insider confidence or concerns about company valuation or performance.

Filed: 2026-04-30

Director Celso L. White acquired 1,390 shares of CF Industries common stock on 04/28/2026 at $0 price, indicating this was likely a grant or dividend reinvestment rather than open market purchase.
Post-transaction beneficial ownership stands at 23,429.165 shares held directly, demonstrating sustained insider commitment to the company.
The filing shows no derivative securities activity, suggesting this director is maintaining a straightforward equity position without complex option or warrant strategies.
As a Director-level insider, this acquisition adds to insider confidence in CF Industries, though the modest share count and zero purchase price limit the strength of this signal.

Filed: 2026-04-30

Director Michael Toelle acquired 1,390 shares of CF Industries common stock on April 28, 2026 at $0 price, indicating a grant or award rather than open market purchase, typical of director compensation.
Post-transaction beneficial ownership stands at 27,336 shares held directly, showing meaningful personal investment alignment with shareholder interests as a board member.
The transaction was executed pursuant to a Rule 10b5-1 plan (as indicated by the checkbox), suggesting pre-planned, systematic acquisition activity rather than opportunistic trading.
No derivative securities transactions were reported, indicating Toelle's stake consists entirely of direct common stock ownership without leveraged positions or options.

Filed: 2026-04-30

Director Anne P. Noonan acquired 2,208 shares of CF Industries common stock on April 28, 2026, at $0 per share, indicating a non-compensatory transaction such as a dividend reinvestment or stock split rather than open market purchase.
The transaction increased Noonan's direct beneficial ownership to 34,870 shares, demonstrating continued company commitment though the acquisition magnitude is modest relative to typical insider buying activity.
The $0 transaction price combined with the specific number of shares acquired (2,208) suggests this was likely an automatic dividend reinvestment plan (DRIP) participation, which is routine and carries minimal significance regarding management's market outlook.

Filed: 2026-04-30

Director Susan A. Ellerbusch acquired 1,390 shares of CF Industries common stock on 04/28/2026 at $0 price, indicating this was likely a grant or dividend reinvestment rather than a market purchase.
The transaction brings Ellerbusch's total beneficial ownership to 7,323 shares held directly, representing a modest insider position that suggests limited concentrated ownership by this board member.
The Form 4 filing shows no derivative securities activity, indicating no option exercises or warrant conversions during this period, which is typical for routine equity compensation grants.

Filed: 2026-04-30

Director John W. Eaves acquired 1,390 shares of CF Industries common stock on 04/28/2026 at $0 per share, indicating a grant or award rather than an open market purchase, bringing his total beneficial ownership to 27,336 shares.
The acquisition was processed through a power of attorney by Michael P. McGrane and filed on 04/30/2026, suggesting this was likely a compensation-related stock grant or restricted stock award as part of director compensation.
The filing shows no derivative securities (options, warrants, or convertible securities) were involved in this transaction, indicating the director's stake increased solely through direct common stock ownership.

Filed: 2026-04-30

Director Theresa E. Wagler acquired 1,390 shares of CF Industries common stock on April 28, 2026, at $0 price, indicating this was likely a grant or award rather than an open-market purchase.
The transaction increased Wagler's total beneficial ownership to 36,464 shares held directly, suggesting a meaningful stake in the company aligned with shareholder interests.
The filing was executed by power of attorney by Michael P. McGrane and filed on April 30, 2026, following standard insider reporting procedures with no irregularities noted.

Filed: 2026-04-30

Director Deborah L. DeHaas acquired 1,390 shares of CF Industries common stock on 04/28/2026 at $0 per share, indicating a stock grant or equity compensation award rather than a market purchase.
DeHaas now beneficially owns 12,233 shares directly following this transaction, representing a modest accumulation of company equity consistent with director compensation practices.
The filing shows no derivative securities transactions (options, warrants, etc.) in Table II, suggesting this was a straightforward equity grant with no complex derivative instruments involved.
No insider selling activity is reported, which is neutral to slightly positive as it indicates the director is not reducing her stake during this period.

Filed: 2026-04-30

Director Yris Jesus Madrazo acquired 1,390 shares of CF Industries common stock on April 28, 2026, at $0 price per share, indicating this was a grant or equity compensation rather than a market purchase.
The reporting person's total beneficial ownership following the transaction is 12,473 shares held directly, suggesting a relatively modest equity stake for a board member.
The transaction was executed through a power of attorney by Michael P. McGrane and filed within two business days (April 30), indicating proper compliance with SEC Form 4 filing requirements.

Filed: 2026-03-19

The reporting person, Erik M. Mayer, sold 1,500 shares of CF Industries Holdings, Inc. (CF) common stock on March 17, 2026 at a price of $124.69 per share.
Following the reported transaction, the reporting person still holds 6,341 shares of CF common stock directly.
The selling transaction appears to be a routine disposition of shares and does not indicate any significant change in the reporting person's overall ownership position.

Filed: 2026-03-19

The reporting person, Richard A. Hoker, is the VP and Corporate Controller of CF Industries Holdings, Inc., indicating his senior management position within the company.
Hoker sold 3,499 shares of CF Industries common stock on March 17, 2026 at a price of $125.38 per share, reducing his direct ownership to 12,524 shares.
Hoker also has indirect ownership of 7,500 shares of CF Industries common stock held in a revocable trust for which he and his spouse are co-trustees, with his spouse as the sole beneficiary.

Filed: 2026-03-19

Bert A. Frost, the EVP and Chief Commercial Officer of CF Industries Holdings, Inc., has sold 6,000 shares of the company's common stock on March 17, 2026.
The sale was executed at a price of $126 per share, reducing Frost's direct beneficial ownership to 69,472 shares.
This transaction may signal the insider's view on the company's current valuation or potential near-term performance.

Filed: 2026-03-17

Will W. Anthony, the former President and CEO of CF Industries Holdings, Inc., is retiring from the company and forfeiting a significant portion of his restricted stock units and performance restricted stock units.
Anthony is receiving a pro-rata portion of his outstanding performance restricted stock units, indicating a planned and orderly transition of leadership.
The reported transactions provide insight into the company's executive compensation and succession planning practices.

Other reports for CF Industries Holdings, Inc.

Quarterly Report Current Report

Important Information

AI-generated analysis is for informational purposes only. Always read original SEC filings and consult with qualified professionals before making investment decisions.