No alarm signals from insider activity — sales are modest and likely part of pre-arranged trading plans. The concurrent grants are standard compensation. Traders should monitor for any acceleration in selling volume or broader executive participation.
Price Chart
Executive Summary
CF Industries insiders executed a mix of open-market sales and non-cash award transactions over the past week. The CEO and EVPs received stock awards totaling over 20,000 shares, while two executives sold a combined $852,619 worth of shares in open-market transactions. The sales represent a small fraction of their holdings and are not materially significant relative to the company's $16B market cap.
Key Financial Metrics
Key Facts
- EVP Bert Frost sold 5,102 shares for $540,761 in an open-market transaction on March 2, 2026.
- EVP Susan Menzel sold 3,215 shares for $311,859 in an open-market transaction on February 26, 2026.
- CEO Christopher Bohn was granted 10,452 shares at $0 (non-cash) on February 27, 2026.
- EVP Bert Frost was granted 9,871 shares at $0 (non-cash) on February 27, 2026.
- Total open-market sales: $852,619 across two insiders; total grants: 20,323 shares ($0 value).
- Recent 30-day insider selling totals $12.1M, indicating ongoing routine divestitures.
Financial Impact
$852,619 in net open-market selling by insiders over 7 days (0.005% of $16B market cap)
Risk Factors
- Perception risk if media highlights insider selling without context of routine compensation activity.
- Potential for negative sentiment if future filings show increased selling ahead of earnings or guidance cuts.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CONTEXT: Insider Cluster Data (4 trades, 7d window) | cluster-CF-1772572481177 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 3, 2026 28d ago | 8-K | $133.35 $131.24 | ▼ −1.58% | ▼ −0.37% | $115.05 (−13.72%) |
Aug 5, 2026 8w ago | 8-K | $116.73 $117.05 | ▲ +0.27% | ▼ −0.94% | $115.05 (−1.44%) |
May 22, 2026 18w ago | 144 | $119.14 $113.33 | ▼ −4.88% | ▼ −6.09% | $115.05 (−3.43%) |
May 6, 2026 21w ago | 8-K | $118.35 $125.50 | ▲ +6.04% | ▲ +4.54% | $115.05 (−2.79%) |
May 6, 2026 21w ago | 8-K | $118.35 $125.50 | ▲ +6.04% | ▲ +4.54% | $115.05 (−2.79%) |
May 5, 2026 21w ago | 8-K | $119.31 $130.39 | ▲ +9.29% | ▲ +8.16% | $115.05 (−3.57%) |
Mar 17, 2026 28w ago | DEFA14A | $126.37 $128.11 | ▲ +1.38% | ▲ +2.09% | $115.05 (−8.96%) |
Mar 12, 2026 29w ago | Insider Cluster | $135.99 $125.56 | ▼ −7.67% | ▼ −6.69% | $115.05 (−15.40%) |
Mar 5, 2026 30w ago | Insider Cluster | $110.70 $136.00 | ▼ −22.86% | ▼ −25.10% | $115.05 (−3.93%) |
Feb 27, 2026 31w ago | Insider Cluster | $99.53 $115.78 | ▼ −16.33% | ▼ −18.31% | $115.05 (−15.60%) |
US Market Status
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