Martus joins Mosaic as SVP Supply Chain, holds 21,651 shares. 04 November 2026 09:02 PM PST Summarize with AI You are reading a free article with opinions that may differ from the recommendation given by Kalkine in its paid research reports. Become a Kalkine member today to get access to its research reports, in-depth technical and fundamental research. Learn more Christopher Edward Martus filed an initial statement of beneficial ownership (Form 3) with the SEC on November 4, 2026, disclosing his securities holdings in Mosaic Co (NYSE:MOS) as of the event date of November 1, 2026, in connection with his role as SVP - Supply Chain. Key highlights. * New Officer: Christopher Edward Martus is identified as SVP - Supply Chain at Mosaic Co. * Direct Common Stock Holding: Martus beneficially owns 21,651 shares of common stock directly as of November 1, 2026. * RSU Tranche 1: 2,669 restricted stock units (RSUs) with an expiration date of March 5, 2027, underlying common stock, at a conversion price of $0, held directly. * RSU Tranche 2: 3,901 RSUs with an expiration date of March 4, 2028, underlying common stock, at a conversion price of $0, held directly. * RSU Tranche 3: 2,884 RSUs vesting at 33% on March 4, 2027, 66% on March 4, 2028, and 100% on March 4, 2029, underlying common stock, at a conversion price of $0, held directly. * Filing Signed: The form was signed by Philip E. Bauer as Attorney-in-Fact for Christopher E. Martus on November 4, 2026. Martus's initial beneficial ownership disclosure at Mosaic Co. According to the Form 3 filing, Christopher Edward Martus became subject to Section 16(a) reporting requirements as an officer of Mosaic Co, with the triggering event dated November 1, 2026. The filing discloses that Martus directly holds 21,651 shares of Mosaic common stock. All ownership reported is direct, with no indirect holdings indicated in either Table I or Table II of the form. In addition to the common stock position, the filing reports three tranches of restricted stock units in Table II. The first tranche covers 2,669 RSUs with an expiration date of March 5, 2027. The second covers 3,901 RSUs expiring March 4, 2028. The third tranche consists of 2,884 RSUs subject to a cumulative vesting schedule: "33% on March 4, 2027, 66% on March 4, 2028 and 100% on March 4, 2029," according to the filing's explanation of responses. All three RSU tranches are described as having a conversion or exercise price of $0 on a one-for-one basis into common stock. The filing notes that the date exercisable fields for all three RSU tranches are marked "Not Applicable." The form was filed by one reporting person and was signed by Philip E. Bauer as Attorney-in-Fact for Martus on November 4, 2026. Mosaic Co is listed on the New York Stock Exchange under the ticker symbol MOS, as stated on the filing's cover. What was disclosed. Martus filed an initial beneficial ownership statement as a new officer (SVP - Supply Chain) of Mosaic Co, reporting direct ownership of 21,651 common shares and three tranches of RSUs totaling 9,454 underlying shares, with vesting dates ranging from 2027 to 2029. Download Free Report - Explore 3 Stock Ideas & Industry Insights Unlock 3 stock ideas and key industry insights in its free report. This information is general in nature and does not consider your personal objectives, financial situation, or needs. It is not financial advice. All investments involve risk - consider independent advice before making any investment decisions. Disclaimer:

Fertilizer supply chain volatility continues to show up in Mosaic's bottom line. After the bell on Nov. 3, The Mosaic Company reported its third-quarter 2026 results, which highlighted fresh challenges to the fertilizer giant's business as conflict in the Middle East and geological events contributed to wider operating losses. For the quarter ending Sept. 30, Mosaic reported an operating loss of $97 million, compared to a loss of $36 million in the previous quarter and operating earnings of $340 million in the same quarter last year, the company shared in its earnings report. However, net losses moderated in the third quarter, dropping from $273 million in Q2 2026 to $72 million in Q3 2026. Additionally, the company generated $3.1 billion in net sales, compared to $2.8 billion in the previous quarter and $3.5 billion in the same quarter last year. "We made meaningful progress during the third quarter on the actions within our control. We aligned phosphate production with the availability of affordable sulfur, reduced costs, strengthened our financial position, and continued to advance opportunities to optimize the portfolio. These actions position us to deliver stronger performance as conditions improve," said Mosaic President and CEO Bruce Bodine in the quarterly report. Mosaic's phosphate and Fertilizantes businesses weigh on Q3 results. Mosaic attributed its weaker performance to macroeconomic factors, including ongoing Strait of Hormuz concerns and the Russia-Ukraine war and its impact on agricultural and energy infrastructure. These factors dragged down several of Mosaic's business units, including Mosaic's phosphate and South American business (Mosaic Fertilizantes), which reported operating losses of $194 million and $21 million in the third quarter, respectively. Phosphate sales volumes stalled at 1.4 million tons in Q3 2026, unchanged from the previous quarter but down from 1.6 million tons in Q3 2025. Mosaic expects Q4 phosphate sales volumes of between 1.3 million and 1.6 million tons. Phosphate stripping margins expected to decline further as higher-priced raw materials, including sulfur, secured in Q3 make their way into finished products. Similarly, the company expects adjusted EBITDA for its Mosaic Fertilizantes segment to decline further in Q4. During the third quarter, Mosaic Fertilizantes generated $1.3 billion in net sales, compared to $1.6 billion in Q3 2025. Elsewhere, the fertilizer company generated $189 million in earnings from its potash business in Q3, down slightly from $195 million in the previous quarter. Mosaic's potash production volumes remained consistent, with the company selling 2.1 million tons in Q3 2026, compared to 2 million in the previous quarter and 2.3 million in Q3 2025. This comes as the company is experiencing geological challenges at its Esterhazy, Saskatchewan, facility. On Nov. 3, seismic activity was reported near its Esterhazy facility, which had no impact on infrastructure, operations, or personnel, the company shared in a LinkedIn post. The Canadian government reported that the magnitude 3.5 earthquake was likely linked to mining activities. Related topics. 05-Aug-2026 By Ryan Daily Mosaic released its second quarter 2026 earnings, reporting shrinking sales volumes across its fertilizer divisions, while the ag supplier's biological business provided a small hedge against the volatility

Mosaic's Phosphate segment posts $194 million operating loss as costs and volumes weigh. The company's adjusted diluted loss per share was 19 cents. Lower-cost sulfur contracted for the fourth quarter is expected to support cash flow, with its main earnings benefit due in early 2027. Nov 3, 2026, 11:36 PM PST The Mosaic Company reported a $194 million operating loss in its Phosphate segment for the third quarter, citing curtailed production amid limited affordable sulfur and higher raw-material costs that pressured results. The segment's results reflected $84 million in notable items, mainly adjustments to environmental reserves, facility closures and restructuring costs, Mosaic said in its Nov. 3 results release. Higher selling prices provided some offset to costs and lower volumes. The company also said growers' economics and fertilizer demand had improved. Discover more Economic News Subscription Financial Market Analysis Phosphate sales volumes fell to 1.4 million tonnes from 1.6 million a year earlier. The DAP selling price, FOB plant, rose to $838 per tonne from $714. Mosaic reported sulfur costs of $715 per long ton and ammonia costs of $619 per tonne. Phosphate adjusted EBITDA was $49 million, compared with $280 million in the year-earlier quarter. Companywide, Mosaic recorded a net loss of $72 million, or 23 cents per diluted share, versus net income of $411 million a year earlier. Its adjusted diluted loss per share was 19 cents. Adjusted EBITDA fell to $324 million from $806 million. Potash operating earnings were $189 million, down from $229 million in the prior-year quarter. Mosaic expects fourth-quarter stripping margins and adjusted EBITDA to decline further as higher-cost materials purchased and consumed in the third quarter move through cost of goods sold. The company said its inventory cycle takes two to three months, carrying those input costs into the next quarter. It settled a fourth-quarter sulfur contract at $615 per long ton, which is expected to support fourth-quarter free cash flow. The main earnings benefit from that supply is expected in the first quarter of 2027, so the cash-flow and earnings effects are expected on different timelines. Mosaic scheduled a call on its results for 11 a.m. ET on Wednesday, Nov. 4.