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STATE STREET CORPORATION has filed a beneficial ownership report on CF INDUSTRIES HOLDINGS INC common stock. State Street reports beneficial ownership of 7,850,945 shares, representing 5% of the outstanding common stock.
The firm has shared voting power over 5,112,466 shares and shared dispositive power over 7,849,106 shares, with no sole voting or dispositive power. The holdings are certified as acquired and held in the ordinary course of business, not for the purpose of changing or influencing control of CF Industries.
CF Industries Holdings, Inc. filed an initial insider ownership report for executive Erik M. Mayer, who serves as VP, Clean Energy & Business Development. As of January 12, 2026, Mayer beneficially owned 9,357 shares of CF Industries common stock, held in direct ownership.
This Form 3 does not show any recent stock transactions; it simply establishes Mayer's starting ownership position as a company officer for ongoing insider reporting purposes.
CF Industries Holdings, Inc. filed an amended current report to describe the separation and compensation arrangements for its executive vice president and chief financial officer, Gregory D. Cameron. The company and Mr. Cameron mutually agreed that he will leave the company effective February 15, 2026, in a termination without cause that is not related to any disagreement over operations, policies, or practices.
Under a Separation and Release Agreement dated January 12, 2026, Mr. Cameron will receive his current base salary through the separation date and his 2025 annual bonus based on actual 2025 performance, paid on the same schedule as other senior executives. If he signs and does not revoke a release of claims within 21 days after the separation date, he will also receive a lump sum equal to his current base salary, a pro rata 2026 bonus based on actual 2026 performance, and pro rata vesting of outstanding equity awards as if his departure qualified as a Special Retirement. He also agrees to non-disparagement, and to non-compete and non-solicitation restrictions through February 15, 2027.
CF Industries Holdings, Inc. reported that a conditional ownership option related to its Blue Point Number One, LLC joint venture with JERA Co., Inc. and Mitsui & Co., Ltd. has expired and can no longer be used. The joint venture was formed to construct, produce and sell low‑carbon ammonia, with CF Industries holding 40% ownership, JERA 35%, and Mitsui 25%.
Under the original agreement, JERA had an option, subject to a specific condition, to reduce its ownership to as low as 20%, with CF Industries required to increase its stake by the same amount. That option has now lapsed, so the existing ownership structure remains in place without this potential adjustment mechanism.
CF Industries Holdings, Inc. reported insider share transactions by its VP, General Counsel & Secretary, Michael Patrick McGrane. On January 5, 2026, he disposed of 691 shares of common stock at $80.26 per share, leaving him with 18,708 shares directly held afterward. On January 6, 2026, he acquired 6,150 shares of common stock at a stated price of $0 per share, bringing his directly held position to 24,858 shares.
CF Industries Holdings, Inc. senior vice president of manufacturing and distribution Malik Ashraf K reported a disposition of company common stock. On 01/05/2026, 1,042 shares of common stock, par value $0.01 per share, were transferred in a transaction coded "F" at a price of $80.26 per share. After this transaction, Malik Ashraf K beneficially owned 12,930 shares of CF Industries common stock in direct ownership form.
CF Industries Holdings, Inc. director and former President & CEO Will W Anthony reported a disposition of common stock on 01/05/2026. The Form 4 shows an "F" code transaction involving 10,064 shares of common stock, par value $0.01 per share, at a price of $80.26 per share. Following this transaction, Anthony beneficially owned 584,949 shares of CF Industries common stock in direct ownership.
CF Industries Holdings, Inc. executive Susan L. Menzel, EVP and Chief Administrative Officer, reported two transactions in the company’s common stock. On January 5, 2026, she disposed of 1,851 shares at a price of $80.26 per share. On January 6, 2026, she acquired 7,687 shares at a price of $0.00 per share. After these transactions, she directly beneficially owned 91,076 shares of CF Industries common stock.
CF Industries Holdings VP and Corporate Controller Richard A. Hoker reported several changes in his holdings of common stock. On January 6, 2026, he acquired 3,331 shares of common stock at $0 per share, bringing his directly held stake to 12,524 shares.
On January 5, 2026, 898 shares were disposed of at $80.26 per share in a transaction coded "F", which typically reflects shares withheld to cover taxes, leaving 10,259 shares directly owned at that time. That same day, 1,066 shares moved from direct to indirect ownership in transactions coded "G" at $0 per share, resulting in 9,193 direct shares and 44,366 indirect shares.
Additional indirect ownership of 7,500 shares is reported. Footnotes state these indirect shares are held in two separate revocable trusts where Hoker and his spouse serve as co‑trustees, with one trust benefiting his spouse and the other benefiting Hoker.
CF Industries Holdings, Inc. executive vice president Bert A. Frost reported two transactions in the company’s common stock. On January 6, 2026, he acquired 10,762 shares of common stock, par value $0.01 per share, at a price of $0.00 per share, bringing his directly owned stake to 96,824 shares. On January 5, 2026, he disposed of 2,618 shares at $80.26 per share, after which he directly held 86,062 shares. All reported holdings are listed as directly owned by Frost.