Mosaic Management

Management criteria checks 3/4

Mosaic's CEO is Joc O’Rourke, appointed in Aug 2015, has a tenure of 8.25 years. total yearly compensation is $12.06M, comprised of 10.7% salary and 89.3% bonuses, including company stock and options. directly owns 0.2% of the company’s shares, worth €20.06M. The average tenure of the management team and the board of directors is 4.4 years and 7.9 years respectively.

Key information

Joc O’Rourke

Chief executive officer

US$12.1m

Total compensation

CEO salary percentage	10.7%
CEO tenure	8.3yrs
CEO ownership	0.2%
Management average tenure	4.4yrs
Board average tenure	7.9yrs

Recent management updates

Recent updates

CEO Compensation Analysis

How has Joc O’Rourke's remuneration changed compared to Mosaic's earnings?
Date	Total Compensation	Salary	Company Earnings
Jun 30 2023	n/a	n/a	US$2b
Mar 31 2023	n/a	n/a	US$3b
Dec 31 2022	US$12m	US$1m	US$4b
Sep 30 2022	n/a	n/a	US$4b
Jun 30 2022	n/a	n/a	US$3b
Mar 31 2022	n/a	n/a	US$3b
Dec 31 2021	US$12m	US$1m	US$2b
Sep 30 2021	n/a	n/a	US$2b
Jun 30 2021	n/a	n/a	US$1b
Mar 31 2021	n/a	n/a	US$1b
Dec 31 2020	US$13m	US$1m	US$666m
Sep 30 2020	n/a	n/a	-US$1b
Jun 30 2020	n/a	n/a	-US$1b
Mar 31 2020	n/a	n/a	-US$1b
Dec 31 2019	US$10m	US$1m	-US$1b
Sep 30 2019	n/a	n/a	-US$34m
Jun 30 2019	n/a	n/a	US$258m
Mar 31 2019	n/a	n/a	US$559m
Dec 31 2018	US$11m	US$1m	US$470m
Sep 30 2018	n/a	n/a	-US$73m
Jun 30 2018	n/a	n/a	-US$93m
Mar 31 2018	n/a	n/a	-US$64m
Dec 31 2017	US$8m	US$1m	-US$107m
Sep 30 2017	n/a	n/a	US$336m
Jun 30 2017	n/a	n/a	US$148m
Mar 31 2017	n/a	n/a	US$40m
Dec 31 2016	US$7m	US$1m	US$298m

Compensation vs Market: Joc's total compensation ($USD12.06M) is above average for companies of similar size in the German market ($USD4.53M).

Compensation vs Earnings: Joc's compensation has been consistent with company performance over the past year.

CEO

Joc O’Rourke (62 yo)

8.3yrs

Tenure

US$12,063,106

Compensation

Mr. James C. O’Rourke, also known as Joc, P.Eng., serves as Independent Non-Executive Director at Rio Tinto Group since October 25, 2023. He joined Rio Tinto Group on October 25, 2023. He is Director of We...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
James O’Rourke	CEO & Director	8.3yrs	US$12.06m	0.20% $ 20.1m
Bruce Bodine	President & Director	less than a year	US$3.04m	0.044% $ 4.3m
Clint Freeland	Executive VP & CFO	5.4yrs	US$3.62m	0.050% $ 5.0m
Walter Precourt	Senior VP & Chief Administrative Officer	no data	US$2.82m	0.046% $ 4.6m
Corrine Ricard	Senior Vice President of Mosaic Fertilizantes	6.8yrs	US$4.59m	0.037% $ 3.7m
Russell Flugel	VP, Controller	1.5yrs	no data	0.00093% $ 92.3k
Paul Massoud	Vice President of Investor Relations	no data	no data	no data
Philip Bauer	Senior VP	less than a year	no data	0.0058% $ 577.3k
Benjamin Pratt	Senior Vice President of Government & Public Affairs	10.1yrs	no data	0.0090% $ 892.8k
Christopher Lewis	Senior Vice President of Human Resources	4.4yrs	no data	0.017% $ 1.7m
Karen Swager	Senior Vice President of Supply Chain	4.8yrs	no data	0.039% $ 3.9m
Yijun Wang	Senior Vice President of Global Strategic Marketing	3.1yrs	no data	0.010% $ 1.0m

4.4yrs

Average Tenure

55yo

Average Age

Experienced Management: 02M's management team is considered experienced (4.4 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
James O’Rourke	CEO & Director	8.5yrs	US$12.06m	0.20% $ 20.1m
Bruce Bodine	President & Director	less than a year	US$3.04m	0.044% $ 4.3m
Gregory Ebel	Independent Chairman of the Board	11.1yrs	US$451.34k	0.036% $ 3.5m
Cheryl Beebe	Independent Director	4.5yrs	US$286.03k	0.011% $ 1.1m
Kelvin Westbrook	Independent Director	7.3yrs	US$277.03k	0.012% $ 1.2m
Gretchen Watkins	Independent Director	3.5yrs	US$256.74k	0.0048% $ 477.2k
Timothy Gitzel	Independent Director	10.1yrs	US$282.03k	0.018% $ 1.8m
Steven Seibert	Independent Director	19.1yrs	US$262.03k	0.014% $ 1.4m
David Seaton	Independent Director	4.2yrs	US$261.74k	0.011% $ 1.1m
Denise Johnson	Independent Director	9.5yrs	US$262.03k	0.0066% $ 652.7k
Emery Koenig	Independent Director	13.1yrs	US$277.03k	0.020% $ 2.0m
Joao Roberto Teixeira	Independent Director	less than a year	US$99.90k	0.00034% $ 33.7k

7.9yrs

Average Tenure

60.5yo

Average Age

Experienced Board: 02M's board of directors are considered experienced (7.9 years average tenure).

Mosaic Management

Management criteria checks 3/4

Key information

Recent management updates

The Mosaic Company, Annual General Meeting, Jun 06, 2024

The Mosaic Company, Inc. Appoints Corrine D. Ricard as Senior Vice President

The Mosaic Company Announces Appointment of Clint C. Freeland as Chief Financial Officer, Effective on November 1, 2023

The Mosaic Company Announces CEO Changes

Insufficient new directors

The Mosaic Company Announces Management Changes

Recent updates

The Mosaic Company, Annual General Meeting, Jun 06, 2024

The Mosaic Company to Report Q1, 2024 Results on May 01, 2024

The Mosaic Company to Report Q4, 2023 Results on Feb 21, 2024

The Mosaic Company, Inc. Appoints Corrine D. Ricard as Senior Vice President

the Mosaic Company Provides Sales Guidance for the Fourth Quarter of 2023

The Mosaic Company Announces Appointment of Clint C. Freeland as Chief Financial Officer, Effective on November 1, 2023

The Mosaic Company to Report Q3, 2023 Results on Nov 07, 2023

the Mosaic Company Provides Operational Guidance for the Third Quarter of 2023

The Mosaic Company Announces CEO Changes

The Mosaic Company Unveils Mosaic Biosciences to Expand Offerings in Plant Health

New minor risk - Profit margin trend

Second quarter 2023 earnings released: EPS: US$1.11 (vs US$2.88 in 2Q 2022)

The Mosaic Company to Report Q2, 2023 Results on Aug 01, 2023

The Mosaic Company(NYSE:MOS) dropped from Russell 1000 Growth Index

The Mosaic Company Provides Sales Guidance for the Second Quarter of 2023

Insufficient new directors

Upcoming dividend of US$0.20 per share at 2.2% yield

Investor sentiment deteriorates as stock falls 15%

First quarter 2023 earnings released: EPS: US$1.28 (vs US$3.23 in 1Q 2022)

Investor sentiment deteriorates as stock falls 16%

Upcoming dividend of US$0.25 per share at 1.8% yield

Full year 2022 earnings released: EPS: US$10.17 (vs US$4.31 in FY 2021)

Upcoming dividend of US$0.20 per share at 1.6% yield

The Mosaic Company to Report Q4, 2022 Results on Feb 22, 2023

The Mosaic Company Announces Management Changes

The Mosaic Company Provides Sales Guidance for the Fourth Quarter of 2022

the Mosaic Company Announces Quarterly Dividend, Payable on March 16, 2023

Upcoming dividend of US$0.15 per share

Third quarter 2022 earnings released: EPS: US$2.45 (vs US$0.98 in 3Q 2021)

The Mosaic Company Appoints João Roberto Goncalves Teixeira to Board of Directors

Insufficient new directors

Mosaic Announces Quarterly Dividend, Payable on December 15, 2022

The Mosaic Company to Report Q3, 2022 Results on Nov 07, 2022

Now 22% undervalued

Insufficient new directors

Now 20% undervalued

Investor sentiment improved over the past week

Upcoming dividend of US$0.15 per share

The Mosaic Company Announces Executive Changes

Second quarter 2022 earnings released: EPS: US$2.85 (vs US$1.15 in 2Q 2021)

The Mosaic Company (NYSE:MOS) announces an Equity Buyback for $2,000 million worth of its shares.

The Mosaic Company to Report Q2, 2022 Results on Aug 01, 2022

Now 22% undervalued after recent price drop

Now 23% undervalued after recent price drop

Upcoming dividend of US$0.15 per share

Independent Director recently sold €1.5m worth of stock

Independent Chairman of the Board recently bought €935k worth of stock

Independent Chairman of the Board recently bought €935k worth of stock

First quarter 2022 earnings released: EPS: US$3.19 (vs US$0.41 in 1Q 2021)

The Mosaic Company to Report Q1, 2022 Results on May 02, 2022

The Mosaic Company, Annual General Meeting, May 19, 2022

Investor sentiment improved over the past week

Investor sentiment improved over the past week

Full year 2021 earnings: Revenues and EPS in line with analyst expectations

the Mosaic Company Announces Raise in Dividend for Second Quarter 2022

Upcoming dividend of US$0.11 per share

Upcoming dividend of US$0.075 per share

Third quarter 2021 earnings released: EPS US$0.98 (vs US$0.016 loss in 3Q 2020)

Investor sentiment improved over the past week

The Mosaic Company Announces Early Closure of Esterhazy K1 and K2 Shafts, and Plans to Resume Production at Colonsay

Independent Director has left the company

Upcoming dividend of US$0.075 per share

First quarter 2021 earnings released: EPS US$0.41 (vs US$0.54 loss in 1Q 2020)

The Mosaic Company Announces Cash Dividend

New 90-day high: €26.42

Full year 2020 earnings released: EPS US$1.75 (vs US$2.78 loss in FY 2019)

Revenue beats expectations

New 90-day high: €24.06

New 90-day high: €19.66