CF Stock: Insider Activity, Filings & Research
Drillr aggregates AI research, SEC filings, earnings signals and alt-data for CF. 3 published articles.
Insider Activity
Over the trailing 90 days, insiders recorded 0 open-market purchases and 16 sales, a net selling of $25.6M. The largest was Will W Anthony (director, other: Former President & CEO) selling $6.3M. The stock gained 6.8% over three months. Institutional holders were mixed over recent 13F filings. Insider sentiment scores 0/100.
Updated Jun 4, 2026 · based on SEC Form 4 filings · not investment advice
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| May 28, 2026 | Scribner Andrewofficer: EVP and CFO | Grant | 6,464 | — |
| Apr 30, 2026 | Madrazo Yris Jesusdirector | Grant | 1,390 | — |
| Apr 30, 2026 | Williams Trevor Leighofficer: SVP, Manufacturing & Dist'n | Grant | 4,184 | — |
| Apr 30, 2026 | Ellerbusch Susan Adirector | Grant | 1,390 | — |
| Apr 30, 2026 | White Celso L.director | Grant | 1,390 | — |
| Apr 30, 2026 | Wagler Theresa Edirector | Grant | 1,390 | — |
| Apr 30, 2026 | Noonan Anne Pdirector | Grant | 2,208 | — |
| Apr 30, 2026 | Ahmed Javeddirector | Grant | 1,390 | — |
| Apr 30, 2026 | ARZBAECHER ROBERT Cdirector | Grant | 1,390 | — |
| Apr 30, 2026 | DeHaas Deborah Ldirector | Grant | 1,390 | — |
| Apr 30, 2026 | EAVES JOHN Wdirector | Grant | 1,390 | — |
| Apr 30, 2026 | TOELLE MICHAELdirector | Grant | 1,390 | — |
| Mar 19, 2026 | Hoker Richard Aofficer: VP and Corporate Controller | Sell | 3,499 | $125.38 |
| Mar 19, 2026 | Mayer Erik M.officer: VP, Clean Energy & BusDevelop | Sell | 1,500 | $124.69 |
| Mar 19, 2026 | Frost Bert Aofficer: EVP, Chief Commercial Officer | Sell | 6,000 | $126.00 |
Source: CF SEC Form 4 filings, latest May 28, 2026. For informational purposes only — not investment advice.
Research
Fertilizer Price Surge: CF's 41% Margins Lead MOS and NTR as Trump Probe Looms
Trump's April 11 pledge to curb fertilizer gouging amid Iran tensions highlights producers like CF, MOS, and NTR as winners from sustained price surges, while ADM, DE, and AGCO face margin squeezes from cost-stressed farmers. Backed by FY2025 financials, CF tops conviction with 41% margins and cheap valuation.
MOSNTRADMCF, MOS, NTR: Iran Supply Squeeze Drives Fertilizer Prices — Top 3 Ranked by Conviction
Trump's anti-gouging pledge amid Iran tensions spotlights US fertilizer producers' upside from West Asia supply squeezes. CF, MOS, and NTR lead with strong financials and exposure, ranked for conviction amid tightening markets.
MOSNTRCTVAS&P 500's Best Week in 4 Months: 6 Cross-Sector Winners to Buy Now
The S&P 500's strongest week in four months highlights cross-sector winners like MU, VLO, CF, NIO, NBIS, and IREN, each with strong recent gains, growth metrics, and thematic tailwinds. Ranked by conviction, they offer positioning for continued broadening. Key risks include macro slowdowns and sector rotations.
MUVLONIO
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