Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MOSAIC COMOS · Entity 3647 | Sr. VP, Gen Counsel & Corp Sec | March 09, 2026 | March 11, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
MOSAIC CO
Report date March 09, 2026 · Filed March 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 34,942 |
Ending reported balance
After 2026-03-09 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-03-09 · Exercise / conversion · Acquired 7,613 · Balance 35,991 Row 2 · 2026-03-09 · Exercise / conversion · Acquired 3,211 · Balance 39,202 F1: Shares Issued to reporting person upon the vesting of a performance unit award granted to reporting person on March 9, 2023. The performance unit award was not a derivative security. Row 3 · 2026-03-09 · Tax withholding · Disposed 4,260 · Balance 34,942 F2: Shares sold to cover tax liability incurred as a result of most recent vesting of restricted stock and performance units. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2026-03-09 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-03-09 · Exercise / conversion · Disposed 7,613 · Balance 0 F3: One-for-One F4: Not Applicable |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 21,915 |
Reported balance
Holding disclosure · report date 2026-03-09 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 21,915 F3: One-for-One F5: The Restricted Stock Unit will vest a cumulative vesting percentage equal to 33% on March 4, 2027, 66% on March 4, 2028 and 100% on March 4, 2029. F4: Not Applicable |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 14,085 |
Reported balance
Holding disclosure · report date 2026-03-09 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 14,085 F3: One-for-One F4: Not Applicable |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 20,797 |
Reported balance
Holding disclosure · report date 2026-03-09 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 20,797 F3: One-for-One F4: Not Applicable |
Filing footnotes · ownership attribution and instrument terms
F1: Shares Issued to reporting person upon the vesting of a performance unit award granted to reporting person on March 9, 2023. The performance unit award was not a derivative security.
F2: Shares sold to cover tax liability incurred as a result of most recent vesting of restricted stock and performance units.
F3: One-for-One
F4: Not Applicable
F5: The Restricted Stock Unit will vest a cumulative vesting percentage equal to 33% on March 4, 2027, 66% on March 4, 2028 and 100% on March 4, 2029.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 09, 2026 Filed Mar 11, 2026 16:09 UTC | MOSAIC CO MOS · Entity 3647 | Exercise / conversionRestricted Stock Units · Derivative | 7,613 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001285785-26-000048 · wk-form4_1773259750.xml · derivative · entry 4 Bauer Philip Eugene · CIK 0001958988 · Sr. VP, Gen Counsel & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,613 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: One-for-One F4 · derivative.expiration_date: Not Applicable Read SEC document |
| March 09, 2026 Filed Mar 11, 2026 16:09 UTC | MOSAIC CO MOS · Entity 3647 | Tax withholdingCommon Stock | 4,260 | $26.92 | $114,679.20 |
DisclosureSEC source: 0001285785-26-000048 · wk-form4_1773259750.xml · nonDerivative · entry 3 Bauer Philip Eugene · CIK 0001958988 · Sr. VP, Gen Counsel & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,942 F2 · kind: Shares sold to cover tax liability incurred as a result of most recent vesting of restricted stock and performance units. Read SEC document |
| March 09, 2026 Filed Mar 11, 2026 16:09 UTC | MOSAIC CO MOS · Entity 3647 | Exercise / conversionCommon Stock | 3,211 | $0.00 | $0.00 |
DisclosureSEC source: 0001285785-26-000048 · wk-form4_1773259750.xml · nonDerivative · entry 2 Bauer Philip Eugene · CIK 0001958988 · Sr. VP, Gen Counsel & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,202 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Shares Issued to reporting person upon the vesting of a performance unit award granted to reporting person on March 9, 2023. The performance unit award was not a derivative security. Read SEC document |
| March 09, 2026 Filed Mar 11, 2026 16:09 UTC | MOSAIC CO MOS · Entity 3647 | Exercise / conversionCommon Stock | 7,613 | $0.00 | $0.00 |
DisclosureSEC source: 0001285785-26-000048 · wk-form4_1773259750.xml · nonDerivative · entry 1 Bauer Philip Eugene · CIK 0001958988 · Sr. VP, Gen Counsel & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,991 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 04, 2026 Filed Mar 6, 2026 13:21 UTC | MOSAIC CO MOS · Entity 3647 | GrantRestricted Stock Units · Derivative | 21,915 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001285785-26-000036 · wk-form4_1772821312.xml · derivative · entry 2 Bauer Philip Eugene · CIK 0001958988 · Sr. VP, Gen Counsel & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,915 Underlying: Common Stock · 21,915 shares Expires not disclosed F1 · derivative.exercise_price: One-for-One F2 · derivative.exercise_date: The award vests cumulatively as follows: 33% on March 4, 2027, 66% on March 4, 2028 and 100% on March 4, 2029. F3 · derivative.expiration_date: Not Applicable Read SEC document |
| January 05, 2026 Filed Jan 6, 2026 16:12 UTC | MOSAIC CO MOS · Entity 3647 | Tax withholdingCommon Stock | 1,739 | $25.02 | $43,509.78 |
DisclosureSEC source: 0001958988-26-000004 · wk-form4_1767733959.xml · nonDerivative · entry 2 Bauer Philip Eugene · CIK 0001958988 · Sr. VP, Gen Counsel & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,378 F1 · kind: Shares sold to cover tax liability incurred as a result of most recent vesting of restricted stock units. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 16:12 UTC | MOSAIC CO MOS · Entity 3647 | Exercise / conversionRestricted Stock Units · Derivative | 5,865 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001958988-26-000004 · wk-form4_1767733959.xml · derivative · entry 3 Bauer Philip Eugene · CIK 0001958988 · Sr. VP, Gen Counsel & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,865 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: One-for-One F3 · derivative.expiration_date: Not Applicable Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 16:12 UTC | MOSAIC CO MOS · Entity 3647 | Exercise / conversionCommon Stock | 5,865 | $0.00 | $0.00 |
DisclosureSEC source: 0001958988-26-000004 · wk-form4_1767733959.xml · nonDerivative · entry 1 Bauer Philip Eugene · CIK 0001958988 · Sr. VP, Gen Counsel & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,117 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 04, 2025 Filed Mar 5, 2025 17:35 UTC | MOSAIC CO MOS · Entity 3647 | Exercise / conversionCommon Stock | 527 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-010621 · wk-form4_1741214105.xml · nonDerivative · entry 2 Bauer Philip Eugene · CIK 0001958988 · Sr. VP, Gen Counsel & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,423 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Shares issued to reporting person upon the vesting of a performance unit award granted to reporting person on March 3, 2022. The performance unit award was not a derivative security. Read SEC document |
| March 04, 2025 Filed Mar 6, 2025 16:13 UTC | MOSAIC CO MOS · Entity 3647 | GrantRestricted Stock Units · Derivative | 20,797 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-010930 · wk-form4_1741295605.xml · derivative · entry 5 Bauer Philip Eugene · CIK 0001958988 · Sr. VP, Gen Counsel & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,797 Underlying: Common Stock · 20,797 shares Expires not disclosed F1 · derivative.exercise_price: One-for-One F2 · derivative.expiration_date: Not Applicable Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 17:35 UTC | MOSAIC CO MOS · Entity 3647 | Exercise / conversionRestricted Stock Units · Derivative | 2,094 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-010621 · wk-form4_1741214105.xml · derivative · entry 4 Bauer Philip Eugene · CIK 0001958988 · Sr. VP, Gen Counsel & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,094 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: One-for-One F4 · derivative.expiration_date: Not Applicable Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 17:35 UTC | MOSAIC CO MOS · Entity 3647 | Tax withholdingCommon Stock | 1,171 | $23.33 | $27,319.43 |
DisclosureSEC source: 0001628280-25-010621 · wk-form4_1741214105.xml · nonDerivative · entry 3 Bauer Philip Eugene · CIK 0001958988 · Sr. VP, Gen Counsel & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,252 F2 · kind: Shares sold to cover tax liability incurred as a result of most recent vesting of restricted stock and performance units. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 17:35 UTC | MOSAIC CO MOS · Entity 3647 | Exercise / conversionCommon Stock | 2,094 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-010621 · wk-form4_1741214105.xml · nonDerivative · entry 1 Bauer Philip Eugene · CIK 0001958988 · Sr. VP, Gen Counsel & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,896 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 05, 2024 Filed Mar 6, 2024 17:03 UTC | MOSAIC CO MOS · Entity 3647 | GrantRestricted Stock Units · Derivative | 14,085 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0002001901-24-000023 · wk-form4_1709762622.xml · derivative · entry 8 Bauer Philip Eugene · CIK 0001958988 · Sr. VP, Gen Counsel & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,085 Underlying: Common Stock · 14,085 shares Expires not disclosed F3 · derivative.exercise_price: One-for-One F4 · derivative.expiration_date: Not Applicable Read SEC document |
| March 04, 2024 Filed Mar 6, 2024 17:03 UTC | MOSAIC CO MOS · Entity 3647 | Exercise / conversionRestricted Stock Units · Derivative | 3,945 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0002001901-24-000023 · wk-form4_1709762622.xml · derivative · entry 4 Bauer Philip Eugene · CIK 0001958988 · Sr. VP, Gen Counsel & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,945 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: One-for-One F4 · derivative.expiration_date: Not Applicable Read SEC document |
| March 04, 2024 Filed Mar 6, 2024 17:03 UTC | MOSAIC CO MOS · Entity 3647 | Tax withholdingCommon Stock | 2,630 | $31.29 | $82,292.70 |
DisclosureSEC source: 0002001901-24-000023 · wk-form4_1709762622.xml · nonDerivative · entry 3 Bauer Philip Eugene · CIK 0001958988 · Sr. VP, Gen Counsel & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,802 F2 · kind: Shares sold to cover tax liability incurred as a result of most recent vesting of restricted stock and performance units. Read SEC document |
| March 04, 2024 Filed Mar 6, 2024 17:03 UTC | MOSAIC CO MOS · Entity 3647 | Exercise / conversionCommon Stock | 2,157 | $0.00 | $0.00 |
DisclosureSEC source: 0002001901-24-000023 · wk-form4_1709762622.xml · nonDerivative · entry 2 Bauer Philip Eugene · CIK 0001958988 · Sr. VP, Gen Counsel & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,432 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Shares issued to reporting person upon the vesting of a performance unit award granted to reporting person on March 4, 2021. The performance unit award was not a derivative security. Read SEC document |
| March 04, 2024 Filed Mar 6, 2024 17:03 UTC | MOSAIC CO MOS · Entity 3647 | Exercise / conversionCommon Stock | 3,945 | $0.00 | $0.00 |
DisclosureSEC source: 0002001901-24-000023 · wk-form4_1709762622.xml · nonDerivative · entry 1 Bauer Philip Eugene · CIK 0001958988 · Sr. VP, Gen Counsel & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,275 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 09, 2023 Filed Mar 13, 2023 16:07 UTC | MOSAIC CO MOS · Entity 3647 | GrantRestricted Stock Units · Derivative | 7,613 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001243786-23-000052 · wf-form4_167873800424853.xml · derivative · entry 5 Bauer Philip Eugene · CIK 0001958988 · Sr. VP, Gen Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,613 Underlying: Common Stock · 7,613 shares Expires not disclosed F1 · derivative.exercise_price: One-for-One F2 · derivative.expiration_date: Not Applicable Read SEC document |
| March 05, 2023 Filed Mar 7, 2023 20:58 UTC | MOSAIC CO MOS · Entity 3647 | Disposition to issuerRestricted Stock Units · Derivative | 7,206 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001243786-23-000028 · wf-form4_167824067950037.xml · derivative · entry 4 Bauer Philip Eugene · CIK 0001958988 · Sr. VP, Gen Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,206 shares Expires not disclosed F3 · derivative.exercise_price: One-for-One F4 · derivative.expiration_date: Not Applicable Read SEC document |
| March 05, 2023 Filed Mar 7, 2023 20:58 UTC | MOSAIC CO MOS · Entity 3647 | Tax withholdingCommon Stock | 5,935 | $57.14 | $339,125.90 |
DisclosureSEC source: 0001243786-23-000028 · wf-form4_167824067950037.xml · nonDerivative · entry 3 Bauer Philip Eugene · CIK 0001958988 · Sr. VP, Gen Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,330 F2 · kind: Shares sold to cover tax liability incurred as a result of most recent vesting of restricted stock and performance units. Read SEC document |
| March 05, 2023 Filed Mar 7, 2023 20:58 UTC | MOSAIC CO MOS · Entity 3647 | Exercise / conversionCommon Stock | 6,386 | $0.00 | $0.00 |
DisclosureSEC source: 0001243786-23-000028 · wf-form4_167824067950037.xml · nonDerivative · entry 2 Bauer Philip Eugene · CIK 0001958988 · Sr. VP, Gen Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,265 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Shares issued to reporting person upon the vesting of a performance unit award granted to reporting person on March 5, 2020. The performance unit award was not a derivative security. Read SEC document |
| March 05, 2023 Filed Mar 7, 2023 20:58 UTC | MOSAIC CO MOS · Entity 3647 | Exercise / conversionCommon Stock | 7,206 | $0.00 | $0.00 |
DisclosureSEC source: 0001243786-23-000028 · wf-form4_167824067950037.xml · nonDerivative · entry 1 Bauer Philip Eugene · CIK 0001958988 · Sr. VP, Gen Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,879 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 07:19 UTC | MOSAIC CO MOS · Entity 3647 | GrantRestricted Stock Units · Derivative | 5,865 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001243786-23-000004 · wf-form4_167292115724341.xml · derivative · entry 5 Bauer Philip Eugene · CIK 0001958988 · Sr. VP, Gen Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,865 Underlying: Common Stock · 5,865 shares Expires not disclosed F1 · derivative.exercise_price: One-for-One F2 · derivative.expiration_date: Not Applicable Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.