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Mosaic Co principal accounting officer Russell A. Flugel reported routine equity compensation activity. On March 9, 2026, 4,437 restricted stock units were exercised into an equal number of Mosaic common shares, and an additional 1,108 common shares were issued when a prior performance unit award vested.
To cover related tax obligations, 2,384 shares of common stock were disposed of at $26.92 per share through share withholding rather than an open-market sale. Following these transactions, Flugel directly holds 12,461 Mosaic common shares and several outstanding restricted stock unit awards, including one that is scheduled to vest 33%, 66% and 100% on March 4, 2027, 2028 and 2029.
Wang Yijun reported acquisition or exercise transactions in this Form 4 filing.
Mosaic Co EVP-Commercial Yijun Wang received a grant of 26,528 Restricted Stock Units on March 4, 2026. These RSUs are described as one-for-one, meaning each unit represents one share of Mosaic common stock upon settlement.
The award vests cumulatively, with 33% vesting on March 4, 2027, 66% on March 4, 2028, and 100% on March 4, 2029. After this grant, Wang directly holds 26,528 RSUs, alongside existing direct holdings of additional RSUs and common stock reported in the filing.
Pires Luciano Siani reported acquisition or exercise transactions in this Form 4 filing.
Mosaic Co EVP and CFO Luciano Siani Pires reported an equity award of 38,447 Restricted Stock Units (RSUs). The RSUs were granted at no cash cost and are convertible into Mosaic common shares on a one-for-one basis.
The award vests cumulatively, with 33% vesting on March 4, 2027, 66% on March 4, 2028, and 100% on March 4, 2029. The filing also lists his existing direct and indirect holdings of RSUs and common stock as of the transaction date.
Bauer Philip Eugene reported acquisition or exercise transactions in this Form 4 filing.
Mosaic Co granted Senior Vice President, General Counsel and Corporate Secretary Philip Eugene Bauer an award of 21,915 Restricted Stock Units on March 4, 2026. Each unit represents a one-for-one right to receive Mosaic common stock.
The award vests cumulatively over three years: 33% on March 4, 2027, 66% on March 4, 2028, and 100% on March 4, 2029, aligning a portion of his compensation with future company performance.
Swager Karen A reported acquisition or exercise transactions in this Form 4 filing.
Mosaic Co executive vice president of operations Karen A. Swager received a grant of 26,528 restricted stock units on March 4, 2026 at a stated price of $0.00 per unit. Each unit is convertible into one share of Mosaic common stock. The award vests cumulatively, with 33% vesting on March 4, 2027, 66% on March 4, 2028, and 100% on March 4, 2029.
MOSAIC CO senior vice president and chief administrative officer Walter F. Precourt III received a grant of 24,606 Restricted Stock Units on March 4, 2026 at a stated price of $0.00 per unit, reported as a direct acquisition.
According to the accompanying footnote, this award vests cumulatively, with 33% on March 4, 2027, 66% on March 4, 2028, and 100% on March 4, 2029. As of March 4, 2026, he directly held 24,606 Restricted Stock Units and 128,546 shares of common stock.
Mosaic Co principal accounting officer Russell A. Flugel reported awards of restricted stock units. He acquired 8,074 restricted stock units at a price of $0.00 per unit on March 4, 2026, and 11,560 restricted stock units on March 4, 2025, through grant or award transactions. A footnote states that one of these transactions was reported late due to administrative oversight. The award vests cumulatively, with 33% vesting on March 4, 2027, 66% on March 4, 2028, and 100% on March 4, 2029.
Mosaic Co President and CEO Bruce M. Bodine reported an equity compensation grant of 132,257 Restricted Stock Units on March 4, 2026. The units were awarded at a price of $0.00 per unit as part of his compensation.
The RSU award vests cumulatively, with 33% vesting on March 4, 2027, 66% on March 4, 2028, and 100% on March 4, 2029. Each unit represents a one-for-one right to receive Mosaic common shares upon vesting and settlement.
After this grant, Bodine’s directly held derivative positions include this new RSU award and 25,227 stock options that are 100% exercisable, along with additional RSU tranches, plus 766.411 Mosaic common shares held indirectly through a 401(k) plan, including 22.14 shares acquired via dividend reinvestment.
The Mosaic Company outlines its 2025 performance as a leading global producer of phosphate and potash fertilizers, serving about 40 countries with three main segments: Phosphate, Potash and Mosaic Fertilizantes in Brazil.
During 2025, Mosaic reshaped its asset portfolio, selling the idled Patos de Minas phosphate unit in Brazil for $111 million and recording a $94 million gain, while selling its interest in the Taquari potash mine for proceeds of up to $27 million and taking an impairment of about $66 million. It agreed to sell the Carlsbad, New Mexico potash mine for approximately $30 million, leading to an impairment of about $185 million.
The company also completed a $900 million bond offering, split between 4.350% notes due 2029 and 4.600% notes due 2030, and reports sizable market shares, including roughly 10% of global phosphate and 12% of global potash production. The filing details raw material dependencies, regulatory and trade risks, labor relations, human capital metrics and extensive global production and distribution capacities.
The Mosaic Company reported full year 2025 net income of $541 million, up from $175 million in 2024, and diluted EPS of $1.70. Adjusted EBITDA rose about 10% to $2.4 billion, driven mainly by stronger Potash pricing and volumes and higher margins in Mosaic Fertilizantes.
Results were marred by a fourth quarter 2025 net loss of $519 million (EPS of $(1.64)), largely from $422 million in pre-tax notable items including a $189 million Carlsbad asset impairment, $110 million of Mosaic Fertilizantes impairments, and various asset retirement and tax charges. Adjusted Q4 EPS was $0.22 and adjusted EBITDA was $505 million.
Cash flow from operations fell to $825 million in 2025 from $1.3 billion, as inventories and rock inputs increased, and free cash flow turned to $(535) million amid high capital expenditures of $1.36 billion. Mosaic plans about $1.5 billion of 2026 capex and targets additional $100 million of value capture versus 2025, while guiding to roughly 9 million tonnes of potash and at or above 7 million tonnes of phosphate production.