Welcome to our dedicated page for CF Industries SEC filings (Ticker: CF), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
CF Industries Holdings, Inc. filings document the regulatory record for a NYSE-listed manufacturer of hydrogen and nitrogen products. Recent 8-K filings furnish operating results, investor presentations, Regulation FD disclosures, executive officer appointments, and other material events tied to ammonia operations, nitrogen-market conditions, low-carbon product initiatives, capital returns, and litigation settlement matters.
The company’s proxy and annual meeting filings cover shareholder voting, director elections, board governance, and registered common stock matters. These disclosures frame CF Industries’ public-company capital structure, governance processes, financial reporting, and formal event reporting for its manufacturing and distribution network.
CF Industries Holdings, Inc. vice president of public affairs Linda M. Dempsey reported several stock transactions in common shares. She sold 1,000 shares of common stock in an open-market transaction at $100.00 per share. On the same date, she acquired 2,322 shares at no cost through a grant/award tied to a performance restricted stock unit award granted in 2023, which vested based on pre-established performance metrics for a three-year period ending December 31, 2025. She also surrendered 1,030 shares at $99.54 per share to the company to cover tax withholding obligations upon vesting of the performance restricted stock units. After these transactions, she directly owned 19,547 common shares.
CF Industries Holdings EVP and Chief Commercial Officer Bert A. Frost reported multiple stock transactions in CF common shares. On March 2, 2026, he completed an open-market sale of 5,102 shares at $105.99 per share, executed under a Rule 10b5-1 trading plan adopted on November 12, 2025.
On February 27, 2026, Frost acquired 9,871 shares at no cost through a performance restricted stock unit award earned for a three-year performance period ending December 31, 2025. On the same date, 4,337 shares were surrendered back to the company to cover tax withholding on the vesting PRSUs. After these transactions, he directly held 97,256 CF shares.
CF Industries Holdings, Inc. reported that President & CEO Christopher D. Bohn received 10,452 shares of common stock on February 27, 2026 as PRSUs earned from a 2023 award tied to performance through December 31, 2025. On the same date, he surrendered 4,598 shares at $99.54 per share back to the company to cover tax withholding on the vesting. After these transactions, he directly holds 207,419 shares of CF common stock.
CF Industries Holdings, Inc. submitted a Form 144 notice reporting an insider sale of common stock. The filing shows 3,215 shares sold on 02/26/2026 for $311,859.00 through Charles Schwab & Co., Inc..
Shares outstanding were 153,668,821 as of 03/02/2026, provided here as context.
CF Industries submitted a Form 144 notice listing planned sales of vested or lapsed restricted and performance shares. The filing lists specific share lots and lapse dates, including 1,430 shares (01/03/2025), 735 shares (01/04/2025), 4,192 shares (02/28/2025), 781 shares (01/02/2026) and 1,493 shares (01/03/2026).
The entries are labeled as Equity Compensation and describe restricted or performance stock lapses; the filing shows planned dispositions under Rule 144 rather than completed open-market transactions.
CF Industries Holdings, Inc. submitted a Form 144 notifying the proposed sale of 5,102 common shares associated with restricted stock lapses. The filings list 1,711 shares from 01/02/2026 and 3,391 shares from 01/03/2026, executed through Charles Schwab & Co., Inc..
Shares outstanding are shown as 153,668,821 as of 03/02/2026.
CF Industries Holdings, Inc. submitted a Form 144 notice reporting proposed sales tied to restricted stock lapses. The filing lists 623 shares associated with a 01/03/2025 restricted stock lapse and 377 shares associated with a 01/04/2025 restricted stock lapse. The brokerage firm named is Charles Schwab & Co., Inc..
CF Industries Holdings EVP and Chief Administrative Officer Susan L. Menzel sold common shares in an open-market transaction. On February 26, 2026, she sold 3,215 shares of CF common stock at a weighted average price of $97.0012 per share. After this sale, she directly owned 87,861 shares of CF common stock. The shares were sold in multiple trades at prices ranging from $97.0000 to $97.0100.
CF Industries Holdings, Inc. reported Section 144 sale notices covering lapses of previously granted equity awards. The filing lists a performance award lapse of 4,000 shares on 02/29/2024 and two restricted stock lapses of 1,024 shares on 01/03/2025 and 596 shares on 01/04/2025. The notice identifies Charles Schwab & Co., Inc. and shows shares outstanding 153,668,821 as of 02/27/2026.
CF Industries Holdings, Inc. is a major North American nitrogen producer focused on ammonia, urea, UAN and ammonium nitrate, with about 19.1 million product tons sold in 2025 and $7.08 billion in net sales. Gross margin was $2.72 billion.
The company is investing heavily in low‑carbon ammonia. A carbon capture project at Donaldsonville costing about $200 million enables up to 2 million metric tons of CO2 sequestration and about 1.9 million tons of low‑carbon ammonia annually. A Yazoo City CCS project of roughly $100 million is expected to start in 2028.
The Blue Point joint venture with JERA and Mitsui will build a low‑carbon autothermal reforming ammonia plant in Louisiana, estimated at $3.7 billion with nameplate capacity of about 1.4 million metric tons and capture of more than 95% of CO2. CF owns 40% and will also invest about $550 million in site infrastructure.
Key risks include industry cyclicality, dependence on natural gas, intense global competition, evolving greenhouse‑gas regulations, and operational issues such as a 2025 incident at the Yazoo City facility that has idled production there until at least the fourth quarter of 2026.