Mosaic Co director Emery N. Koenig reported equity compensation activity involving restricted stock units. He exercised 4,873 restricted stock units into 4,873 shares of common stock in connection with vesting on the date of Mosaic’s 2026 Annual Meeting of Stockholders, bringing his direct holdings to 86,228 shares of common stock.
Koenig also received a new grant of 7,273 restricted stock units, which will vest and be paid on the date of Mosaic’s 2027 Annual Meeting of Stockholders. Each restricted stock unit corresponds one-for-one to a share of common stock. No open-market purchases or sales were reported in this filing.
Mosaic Co director Joao Roberto Goncalves Teixeira reported equity compensation-related transactions, not open-market trading. He acquired 4,873 shares of Common Stock on May 28, 2026 through the exercise of vested restricted stock units, bringing his direct holdings to 13,442 shares after the transaction.
On the same date, he also received a new grant of 7,273 restricted stock units. According to the filing, these units will vest and be paid in shares on the date of Mosaic’s 2027 Annual Meeting of Stockholders, while the 4,873 units exercised had vested on the 2026 Annual Meeting date.
Mosaic Co director Cheryl K. Beebe reported routine equity compensation activity. She exercised 4,873 restricted stock units that vested on the date of Mosaic’s 2026 Annual Meeting of Stockholders, electing to receive 50% of the award in cash and the balance as 2,437 shares of common stock.
After this exercise, she held 46,691 shares of Mosaic common stock directly. Beebe also received a new grant of 7,273 restricted stock units that will vest and be paid on the date of Mosaic’s 2027 Annual Meeting of Stockholders, leaving her with 7,273 restricted stock units outstanding.
Mosaic Co director David Thomas Seaton increased his equity stake through compensation-related stock awards. On May 28, 2026, 4,873 restricted stock units vested, and he elected to take 35% in cash with the balance settled in shares, resulting in the acquisition of 3,167 shares of common stock. The filing also shows a new grant of 7,273 restricted stock units, which will vest and be paid on the date of Mosaic’s 2027 Annual Meeting of Stockholders. Following these transactions, Seaton directly owns 51,089 shares of common stock and holds 7,273 restricted stock units that remain outstanding.
Mosaic Company director Gregory L. Ebel reported routine equity compensation and updated holdings. On May 28, 2026, restricted stock units vested into 7,310 shares of Common Stock, reflecting an exercise or conversion of derivative securities tied to the 2026 Annual Meeting of Stockholders.
On the same date, Ebel received a new award of 10,910 restricted stock units, which will vest and be paid on the date of Mosaic’s 2027 Annual Meeting of Stockholders. He also reported indirect Common Stock holdings of 49,176 shares in a 2024 annuity trust and 93,945 shares in a 2025 annuity trust, plus a small 71‑share increase after an audit corrected a discrepancy. No open‑market buys or sells were reported.
Mosaic Co director Sonya C. Little reported compensation-related equity transactions. She exercised 4,873 restricted stock units into 4,873 shares of Common Stock at a stated price of $0.00 per share, bringing her direct Common Stock holdings to 7,286 shares after the transaction.
The 4,873 restricted stock units had vested on the date of Mosaic’s 2026 Annual Meeting of Stockholders. She also received a new grant of 7,273 restricted stock units, which will vest and be paid on the date of the issuer’s 2027 Annual Meeting of Stockholders. These are awards and derivative exercises, not open-market purchases or sales.
WESTBROOK KELVIN R reported acquisition or exercise transactions in this Form 4 filing.
Mosaic Co director Kelvin R. Westbrook reported compensation-related equity activity. He received 2,437 shares of common stock upon vesting of 4,873 restricted stock units, electing to take the remaining 50% of that award in cash. Following this, he directly holds 39,807 Mosaic shares. Westbrook was also granted a new award of 7,273 restricted stock units, which will vest and be paid on the date of Mosaic’s 2027 Annual Meeting of Stockholders.
The Mosaic Company reported results from its 2026 Annual Meeting of Stockholders. Stockholders elected twelve directors, each to serve a one-year term ending at the 2027 annual meeting or until a successor is elected and qualified.
Stockholders also ratified the appointment of KPMG LLP as Mosaic’s independent registered public accounting firm for the year ending December 31, 2026. In addition, they approved, on an advisory basis, the Say-on-Pay proposal covering compensation for Mosaic’s named executive officers, as described in the proxy statement for the meeting.
The Mosaic Company reported a net loss of $258 million, or EPS of $(0.81), for Q1 2026, versus net income of $238 million a year earlier. Net sales were $3.0 billion, up from $2.6 billion, but results were hit by $323 million of pre-tax notable items.
These items were driven largely by $442 million of charges tied to idling the Araxa and Patrocinio operations in Brazil; $328 million of this was non-cash. Adjusted EBITDA was $416 million and adjusted EPS was $0.05.
Potash performed relatively well with net sales of $667 million, operating earnings of $177 million and adjusted EBITDA of $275 million, helped by higher prices. Phosphate and Mosaic Fertilizantes posted operating losses of $48 million and $422 million, pressured by sharply higher sulfur and ammonia costs and Brazil-related charges.
Cash flow from operations was $104 million, while free cash flow was $(253) million after $357 million of capital spending. For 2026, Mosaic now guides to about 9 million tonnes of potash production, capital expenditures of $1.25 billion and a high‑20s to low‑30s percent adjusted effective tax rate. Phosphate production guidance has been withdrawn amid record sulfur prices and the company is implementing partial curtailments in the U.S. and Brazil.