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CF

CF Industries Holdings, Inc.

Sector: agricultureAgricultural InputsNYSEMarket Cap: $19.24B

CF Industries Holdings, Inc. is a nitrogen fertilizer manufacturer with a $15.7B market cap, showing a net congressional trading signal of 1 buy vs. 5 sales in the last 12 months, with a single executive branch sale in 2025.

Govt Dependence
5/100
Regulatory Density
65/100
Lobbying Intensity
0/100
Political Signal
BEARISH

BusinessWhat CF does

CF Industries is a producer and distributor of nitrogen fertilizers, including ammonia, urea, and urea ammonium nitrate solutions. Its business model centers on manufacturing nitrogen products for agricultural and industrial customers globally. Revenue is primarily derived from the sale of these fertilizers, with operations concentrated in North America.

12 months past · 3 months futureCF activity timeline

$142$108$74 JunJulAugSepOctNovDecJan '26FebMarAprMayJunJulAug ↓ PAST — recorded activity ↑ FUTURE — scheduled markups · pending votes TODAY · May 18 $137.60 hi $76.09 lo $122.69 CONGRESS 30 INSIDERS 0 13F FUNDS 0 BILLS 28 Gilbert Ray Cisneros (D) · Purchase · 2026-01-09Julia Letlow (R) · Sale · 2025-08-08Ro Khanna (D) · sale · 2025-09-05Ro Khanna (D) · Sale · 2025-09-05Ro Khanna (D) · sale · 2025-07-25Ro Khanna (D) · Sale · 2025-07-25 S.827 · markup · 2025-07-30 MARKUP · · 2026-05-20MARKUP · House Natural Resources Subcommittee on Federal Lands · 2026-05-21MARKUP · House Natural Resources Subcommittee on Indian and Insular A · 2026-05-21
Congress
buy sell
Insider · Form 4
open-market buy
Hedge fund · 13F
opened + added − trimmed closed holds
Bills
past action (this ticker) upcoming markup (sector) carveout (this ticker)
240 trading days · 6 congressional trades shown · 0 insider buys · 0 13F filings · 1 past bill actions · 3 upcoming markups

Executive Branch ConflictsCF held by Trump-administration officials

1 cabinet/senior official reported CF positions in OGE Form 278 disclosures across 1 filings.

Lifetime Government AwardsCF federal contracts

CF doesn't hold direct federal contracts.

Verified via USASpending.gov: $0 reported in direct prime-contract awards. Companies in this position typically sell federal services indirectly through prime contractors and integrators (e.g., Lockheed Martin, Booz Allen, Microsoft Azure) or through commercial channels that don't appear in USASpending data.

Politicians Trading CFMembers of Congress with recent CF positions

4 politicians traded CF across 17 disclosed transactions totaling $136K (last 730 days). Greed score = composite of trade frequency, volume & recency across the politician's entire history (not just CF). 0-30 LOW · 30-60 MID · 60+ HIGH.

Congressional TradesWho in Congress is trading CF

2026-01-09 Gilbert Ray Cisneros D-California · house Purchase $1,001 - $15,000
2024-10-23 Julia Letlow R-Louisiana · house Purchase $1,001 - $15,000 447d late
2025-08-08 Julia Letlow R-Louisiana · house Sale $1,001 - $15,000 158d late
2025-09-05 Ro Khanna D-California · house sale $1,001 - $15,000
2025-09-05 Ro Khanna D-California · house Sale $1,001 - $15,000
2024-10-29 Val T. Hoyle D-Oregon · house purchase $1,001 - $15,000 318d late
2024-10-29 Val T. Hoyle D-Oregon · house Purchase $1,001 - $15,000 318d late
2025-07-25 Ro Khanna D-California · house sale $1,001 - $15,000
2025-07-25 Ro Khanna D-California · house Sale $1,001 - $15,000
2024-08-02 Ro Khanna D-California · house Purchase $1,001 - $15,000
2024-08-02 Ro Khanna D-California · house purchase $1,001 - $15,000
2024-07-02 Ro Khanna D-California · house purchase $1,001 - $15,000
30+ trades on file · most recent 2026-02-13

Corporate Insiders · Form 4What CEOs, CFOs, and directors are doing with their own stock

Stock awards & option exercises

6
stock awards · $5.5M market value
2026-01-06 Bohn Christopher D President & CEO AWARD 38,437 sh $3.1M
2026-01-06 Frost Bert A EVP,Sales,MktDev&Supply Chain AWARD 10,762 sh $855K
2026-01-06 Menzel Susan L EVP and Chief Admin. Officer AWARD 7,687 sh $611K
2026-01-06 McGrane Michael Patrick VP, Gen. Counsel & Secretary AWARD 6,150 sh $489K
2026-01-06 Hoker Richard A VP and Corporate Controller AWARD 3,331 sh $265K
2026-01-06 Dempsey Linda M VP, Public Affairs AWARD 2,562 sh $204K
For CF, executives receive stock primarily as compensation rather than via open-market purchases — typical for established large-cap firms.

Bills Affecting CFLive legislation impacting this stock

Political ProfileWhere CF sits in Washington

[object Object]

STRUCTURAL: No lobbying spend (`get_political_influence.lobbying.total_income`: $0), no federal contracts (`get_government_precedent.federal_contracts_summary`: null). EVIDENTIARY: Net negative congressional trading activity (1 buy vs. 5 sales in 12 months) and an executive branch sale (`get_executive_branch_exposure.by_ticker[0].holdings[0].transaction_type`: sale). Net: Evidentiary signals point to net selling by politically exposed persons.

Regulatory ExposureThreats & opportunities

Regulatory threats

  • Exposure to agricultural and environmental regulations (e.g., fertilizer runoff, emissions).
    EPA, USDA
    "`Recent bill_impacts` shows 8 recent bills in the agriculture sector with revenue impacts."

Regulatory opportunities

  • Potential for favorable policy in agricultural support or biofuel feedstock programs.
    USDA
    "`Recent bill_impacts` shows multiple agriculture bills with positive estimated revenue impacts, indicating legislative activity in its core sector."

Capitol Hill AlliesChampions & critics

Congressional champions

Congressional critics

Member intelligence layer

Live signals + predictions for CF — for Founders

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Frequently AskedAbout CF & political exposure

Does CF Industries Holdings, Inc. (CF) hold federal contracts?
No direct prime contracts reported in USASpending.gov for CF Industries Holdings, Inc.. Companies in the semiconductor and AI hardware sectors often sell to the federal government via prime contractors and cloud resellers (Microsoft Azure, AWS, Lockheed Martin systems integration) rather than as direct primes.
Which Trump cabinet officials own CF stock?
1 Trump cabinet members or senior White House staff have disclosed holdings in CF on their OGE 278 financial disclosures, including Lori Chavez-DeRemer. See the Cabinet Conflicts panel for details.
Has Congress traded CF stock?
69 congressional trades by 11 unique members of Congress, most recently on 2026-01-09. See the Congressional Trading panel for politician-by-politician breakdown.
What is CF political risk profile?
Government dependence: 5/100. Lobbying intensity: 0/100. Political signal: bearish. Donor party split: R 0% / D 0%.
How does GovGreed track CF political activity?
GovGreed integrates STOCK Act congressional trade disclosures, FEC contributions, OGE executive-branch disclosures, USASpending federal contracts, Senate LDA lobbying filings, and SEC Form 4 corporate insider trades into a single queryable graph. CF data is updated daily from these official federal sources.