FMR LLC files Amendment No. 3 to a Schedule 13G/A reporting beneficial ownership of 9.1% (29,043,388.08 shares) of Mosaic Co common stock. The filing lists sole voting power of 21,181,959.88 shares and sole dispositive power of 29,043,388.08 shares. The document is signed under a power of attorney and references an exhibit for subsidiary identification.
Mosaic Co/The reports a Schedule 13G showing Vanguard Capital Management beneficially owned 23,414,047 shares of Common Stock, representing 7.37% of the class as of 03/31/2026. The filing lists sole voting power for 2,778,708 shares and sole dispositive power for 23,414,047 shares. The report is signed by Ashley Grim on 04/30/2026.
The Mosaic Company is holding its 2026 Annual Meeting of Stockholders as a virtual-only event on May 28, 2026 at 12:00 p.m. Eastern Time. Stockholders of record on April 2, 2026 can vote online, by phone or by mail on three main items: electing 12 directors to one‑year terms, ratifying KPMG LLP as independent auditor for 2026, and approving an advisory say‑on‑pay vote for Named Executive Officers. The proxy also highlights 2025 results, including net sales of $12,052.4 million, net earnings of $540.7 million and diluted EPS of $1.70, and describes Mosaic’s largely performance‑based executive pay, strong prior say‑on‑pay support and extensive corporate governance and sustainability practices.
The Mosaic Company is idling and demobilizing its Araxá Mining and Chemical Complex and related mining activities at the Patrocínio Complex in Brazil as part of efforts to reduce costs and redeploy capital. These steps will lead to workforce reductions and a planned sale process for Araxá assets, while Mosaic continues developing a niobium opportunity at Patrocínio.
The company expects the idling to cut annual phosphate production at Mosaic Fertilizantes by about 1 million tonnes and to record a pre-tax book impact of $350 to $400 million in the first quarter of 2026, including $275 to $300 million of impairments on assets held for sale and other write-offs. Following a potential transaction, Mosaic expects annual capital expenditures to decline by approximately $20 to $30 million and operating expenses by about $70 to $80 million, and it describes the impact on adjusted EBITDA as limited, excluding one-time closure costs.
The Vanguard Group amended its Schedule 13G/A to report zero beneficial ownership of Mosaic Co/The common stock. The filing states that following an internal realignment effective January 12, 2026, certain Vanguard subsidiaries now report holdings separately and Vanguard no longer is deemed to beneficially own those securities.
The amendment is signed by Ashley Grim as Head of Global Fund Administration on March 27, 2026. The filing lists 0 shares and 0% ownership, with voting and dispositive powers reported as 0.
The Mosaic Company filed Amendment No. 1 to its Annual Report for the year ended December 31, 2025. The amendment is limited in scope and does not change previously reported financial statements.
The filing adds the number of holders of record of Mosaic’s common stock, which was 1,125 as of February 20, 2026, and includes a revised Esterhazy Potash Facility Consent of Qualified Persons as Exhibit 23.5. Mosaic also re-files CEO and CFO certifications required by Rule 13a-14(a).
The amendment restates Part II, Item 5 to include updated shareholder information and provides an equity compensation plan table showing 4,757,057 shares subject to outstanding awards at a weighted-average stock option exercise price of $29.80 and 13,077,090 shares remaining available for future issuance under stockholder-approved equity plans.
Mosaic Co President and CEO Bruce M. Bodine reported equity award activity rather than open‑market trading. On March 9, 2026, a performance unit award granted on March 9, 2023 vested, delivering 13,704 shares of common stock, and additional equity awards brought total new common shares acquired that day to 19,484. To cover taxes from the vesting of restricted stock and performance units, 7,668 shares were withheld at $26.92 per share, leaving Bodine with 11,816 common shares held directly. He also holds direct restricted stock units representing 132,257, 96,031, and 138,648 underlying common shares that vest over future dates, plus a fully exercisable stock option for 25,227 shares at an exercise price of $30.42 and 766.411 common shares indirectly through a 401(k) plan.
Mosaic Co senior vice president Walter F. Precourt III reported equity compensation activity involving Mosaic common stock. On March 9, 2026, he acquired 12,181 shares of common stock at $0.00 per share upon vesting of equity awards, and an additional 5,138 shares at $26.92 per share. To cover related tax liabilities, 6,667 shares were withheld and delivered back at $26.92 per share, a non‑market disposition. After these transactions he directly held 139,198 common shares, along with restricted stock units tied one-for-one to Mosaic common stock, including 24,606, 20,487, and 27,730 underlying shares that will vest over future dates.
Mosaic Co senior executive Philip Eugene Bauer, the Senior VP, General Counsel and Corporate Secretary, reported equity compensation activity in Mosaic common stock. On March 9, 2026, he received 7,613 shares of common stock upon vesting of performance units granted on March 9, 2023, and 3,211 shares from equity awards, all at a stated price of $0.0000 per share. To cover the tax liability from the vesting of restricted stock and performance units, 4,260 shares were withheld at $26.92 per share rather than sold in the open market, resulting in a net increase in directly held stock. After these transactions, Bauer directly holds 34,942 shares of Mosaic common stock. He also continues to hold restricted stock units that can convert into 21,915, 14,085, and 20,797 shares of common stock, with one grant scheduled to vest 33% on March 4, 2027, 66% on March 4, 2028, and 100% on March 4, 2029.