Watkins Gretchen H 4

What Happened

• Gretchen H. Watkins, a director of Mosaic Co. (MOS), had 4,873 derivative units convert/vest on 2026-05-28 (exercise/conversion, code M) and 4,873 shares were simultaneously disposed (code M) — both reported at $0.00 per share. The transaction also shows a grant/award (code A) of 7,273 restricted stock units (RSUs) reported as acquired for $0.00; those RSUs are scheduled to vest and be paid on the issuer’s 2027 Annual Meeting date (footnote F2).
• The 4,873 acquired and 4,873 disposed indicate an immediate conversion of vested units with an equal disposition (commonly a sell-to-cover or withholding to satisfy taxes), resulting in no net increase in delivered shares. No cash purchase or open-market sale at market price is shown.

Key Details

• Transaction date: 2026-05-28; Form 4 filed 2026-06-01.
• Items reported: 4,873 shares acquired via exercise/conversion (M) @ $0.00; 4,873 shares disposed via exercise/conversion (M) @ $0.00; 7,273 RSUs granted/awarded (A) @ $0.00 (derivative).
• Footnotes: F4 — the restricted stock units vested on the date of the issuer’s 2026 Annual Meeting (explains the vested conversion); F1 — one-for-one conversion; F2 — the new 7,273 RSUs vest and will be paid at the 2027 Annual Meeting; F3 — not applicable.
• Net immediate change in delivered shares: zero (4,873 in, 4,873 out). Shares owned after transaction not provided in the summary filing.
• Filing timeliness: transactions dated 5/28 filed on 6/1. Insiders generally must file Form 4 within two business days; you may want to compare business-day timing if timeliness is a concern.

Context

• These entries reflect derivative/RSU activity, not an open-market buy or investment by the director. The conversion/vesting at $0 means units converted to shares (typical for RSUs) and an equal disposition is usually to cover tax withholding — a routine administrative event rather than a directional trade signal.
• The 7,273 RSU grant is an unvested award scheduled to vest in 2027 and does not represent immediately tradable shares.