HillSignal
$CFListed company

CF Industries Holdings, Inc.

Its government footprint in one place: federal money, influence and market activity, each row linked to its source. Federal figures gathered Oct 25, 2026.

In plain words

The federal government obligated $2.6M in contracts to CF Industries Holdings, Inc. in the 12 months to Jun 2026, about 0.03% of its revenue over the same months. The most came from Department of Defense. 1 of its contracts, with $12.5M obligated on them so far, end in the next 18 months and may be competed again. It appears on 21 Senate lobbying filings from 2020 to 2026; 2 of the lobbyists on them once held government posts. In the last 12 months insiders sold 7 times ($21.3M) and bought 0 times ($0).

Written by fixed rules from the figures on this page. No opinion, no prediction.

In 1 theme:AgricultureShow all
Agriculture / Food Security

A company is listed in a theme only when a specific contract in the theme names it.

Federal obligations, 12 months
$2.6M
0.03% of revenue (a guide, not a split)
See the money
Contracts ending in 18 months
1
$12.5M obligated on them so far
See the list
Lobbying filings
21
2 lobbyists held government posts
See who
Insider trades, 12 months
7 sold · 0 bought
Open-market buys and sells
See the trades

Government money
ⓘObligations: money an agency has formally committed to pay under a contract. Not the same as money already paid, and not revenue.

SEC revenue and federal obligations

SEC revenue, 12 months to Jun 30, 2026
$7.7B
10-Q, filed Aug 6, 2026
Federal contract obligations, same 12 months (Jul 2025 to Jun 2026)
$2.6M
Contract obligations vs revenue
0.03%
A guide, not a revenue split. Subcontracts and classified work are not included: see the note below.
Contracts obligated, federal fiscal yearCompany revenue, its fiscal year ending in that year (10-K)
  • FY2026
    Oct 2025 to Sep 2026
    $14.4M
    $7.1B year to Dec 31, 2025
  • FY2025
    Oct 2024 to Sep 2025
    -$9.3M
    $5.9B year to Dec 31, 2024
  • FY2024
    Oct 2023 to Sep 2024
    $3.0M
    $6.6B year to Dec 31, 2023
  • FY2023
    Oct 2022 to Sep 2023
    $3.6M
    Revenue for this year not on file
  • FY2022
    Oct 2021 to Sep 2022
    $25.4M
    Revenue for this year not on file
What these numbers are

Obligated means an agency committed the money to this company in that period (a signed contract action), as reported to USAspending. It is not a payment and not revenue: a contract can be funded for several years at once, and revenue is booked as the work is done. Some years can exceed revenue for that reason.

Prime contracts only, and only what is published. Work the company does as a subcontractor is not in these figures, and classified contracts are not published on USAspending at all. A low share can mean either. Contract values, ceilings and options are never added in.

Which units count: the USAspending recipient that is the company's SEC registrant; units of the company that USAspending's own records place under it (as parent, or in its family tree); and subsidiaries from the company's SEC Exhibit 21 that carry its name. Joint ventures, units now owned by someone else, and records that only share a name are held back. Both lists are below.

Earlier years count the units the company owns today. A unit we checked by hand (its USAspending parent is out of date) counts from the date the company bought it, or, where no filing gives that date, from the first date a filing shows the company owning it. Other units count for every year shown until their purchase dates are loaded.

Revenue bars are the company's own fiscal year from its 10-K, placed in the federal year it ends in; its fiscal year can end in a different month than the government's.

Fiscal year 2022 onward. Federal fiscal years run October to September; the company's own fiscal year may differ.

Units counted (2), held back (2)

Held back: a matching name we could not tie to this company firmly enough. A miss is better than a wrong link.

  • CF USA (an old record with no UEI whose name is not exactly the company's SEC name)
  • CF USA, INC. (an old record with no UEI whose name is not exactly the company's SEC name)

Top agencies, contracts obligated in FY2026

  • Department of Defense$14.4M

Largest contracts active in the last 12 months

Amount: obligated to date on the contract, all years. Ranked by that amount among contracts with any action in the last 12 months. Counts only consolidated subsidiaries.

Contracts ending in the next 18 months

Amount: obligated to date. From the contracts in HillSignal's records tied to this ticker; the full list of contracts ending across government is on Recompetes.

Influence

Revolving door: 2 lobbyists on its filings held government posts

Every post as the lobbyist listed it on the company's Senate LDA filings, one per line.

  • Drew Linglelast filed 2025 · 4 filings
    Cf Industries, Inc.
    • Professional Staff Member, House Energy & Commerce Committee (Nov. 2023-Aug. 2024)
  • Linda Menghetti Dempseylast filed 2020 · 1 filing
    Cf Industries, Inc.
    • Trade Counsel and Chief Trade Counsel, Senate Committee on Finance

Foreign agents (FARA)
ⓘFARA (Foreign Agents Registration Act): people who work in the US for a foreign government, party or company must register and report what they do and what they are paid.

No FARA ties found in our records, through its lobbying firms or its own name.

Lobbying

21 filings, 2020 to 2026. In-house lobbying spend $5.2M.

Firms: Cf Industries, Inc.

Issues: Agriculture, Budget/Appropriations, Environment/Superfund, Homeland Security, Labor Issues/Antitrust/Workplace, Taxation/Internal Revenue Code, Trade (domestic/foreign), Transportation

Contacted: House Of Representatives, Senate, Agriculture, Dept Of (Usda), Energy, Dept Of, U.S. Trade Representative (Ustr), Commerce, Dept Of (Doc), Surface Transportation Board (Stb), Army, Dept Of (Corps Of Engineers)

From the company's Senate LDA filings. Firm fees and in-house spend are reported on different filings, so they are shown apart. Lobbying is legal and common; it shows what the company paid to be heard on, not what it got.

PAC giving

Cf Industries, Inc. Employees' Good Government Fund
  • Bradley S. Schneider House, IL$6K
  • Garret Graves House, LA$1K
  • Julia Letlow House, LA$1K

The company's own PAC (linked by the connected organization on its FEC Form 1). Top candidates it gave to, all cycles we hold, from the candidates' own FEC reports; tracked candidates only, so not a complete total.

Market
ⓘA 10b5-1 plan is a trading schedule an insider sets up in advance, so sales under it say less about the insider’s view.

Insider trades

Bought, last 12 months
$0
0 trades
Sold, last 12 months
$21.3M
7 trades
Sells under a 10b5-1 plan
—
No sell filing with the plan box read yet; 7 not read yet
Largest trade
$10.3M
Sold by Will W Anthony, Mar 13, 2026
  • Hoker Richard A VP and Corporate ControllerSold $439K · Mar 17, 2026
  • Frost Bert A EVP, Chief Commercial OfficerSold $756K · Mar 17, 2026
  • Mayer Erik M. VP, Clean Energy & BusDevelopSold $187K · Mar 17, 2026
  • Will W Anthony DirectorSold $10.3M · Mar 13, 2026
  • Menzel Susan L EVP and Chief Admin. OfficerSold $2.5M · Mar 12, 2026
  • Frost Bert A EVP, Chief Commercial OfficerSold $854K · Mar 12, 2026

Open-market buys and sells from SEC Form 4 filings; grants and option exercises left out, and trades whose filed price failed our market check. A 10b5-1 plan is a trading schedule set in advance, so those sells say little about the insider's view. The plan box is on filings from April 2023 on.

Members of Congress who traded it

Fund holders with contract wins (13F)
ⓘ13F: a quarterly SEC filing in which large investment managers list the US stocks they hold, filed up to 45 days after the quarter.

None found.

People and connections

Key people

  • Scribner AndrewEVP and CFO
  • Ellerbusch Susan ADirector
  • Madrazo Yris JesusDirector
  • DeHaas Deborah LDirector
  • ARZBAECHER ROBERT CDirector
  • EAVES JOHN WDirector
  • Noonan Anne PDirector
  • Wagler Theresa EDirector
  • Ahmed JavedDirector
  • TOELLE MICHAELDirector
  • Williams Trevor LeighSVP, Manufacturing & Dist'n
  • White Celso LDirector

Connections

Connections to other companies, executives and members of Congress, from disclosed trades, shared officers and public filings, are part of Pro. See Pro

Activity

Every record that names this company by ticker, newest first: awards, bills, executive actions, SEC filings, news, private raises and patents.

Sources and limits

USAspending (prime contracts only; no subcontracts or classified work; defense contracts can arrive up to 90 days after signing), SEC EDGAR, Senate LDA, FEC, House and Senate disclosures, the Federal Register and the White House. Companies are tied to records by exact name, a verified alias or a subsidiary in the company's own Exhibit 21; a miss is better than a wrong link. A shared date is not proof of cause, and nothing here is investment advice.