USA Rare Earth, Inc. — Insider Transactions
Form 4 filings by directors, officers, and 10%+ shareholders
SEC rules require corporate insiders — including directors, executive officers, and any shareholder owning more than 10% of a company's shares — to report changes in their ownership within two business days of a transaction. These disclosures are filed as Form 4. Open-market purchases (code P) are generally considered the most meaningful signal, as insiders are spending their own money.
| Insider | Title | Type | Shares | Price | Value | Owns After | Date |
|---|---|---|---|---|---|---|---|
| Inflection Point Holdings II LLC | — | Other | 3,125,000 | — | — | 3,125,000 | Sep 15, 2025 |
| Bayshore Rare Earths II, LLC | — | Other | 1,811,814 | — | — | 1,811,815 | Sep 15, 2025 |
| BLITZER MICHAEL | — | Sale | 2,091,849 | $15.75 | $32,946,622 | — | Aug 13, 2025 |
| Kern Paul J | — | Other | 4,699 | — | — | 167,824 | Mar 13, 2025 |
| Smith Tready | — | Award / Grant | 37,073 | — | — | 37,073 | Mar 13, 2025 |
| Kern Paul J | — | Award / Grant | 163,125 | — | — | 163,125 | Mar 13, 2025 |
| Kronenfeld David Thomas | CLO and Corporate Secretary | Award / Grant | 72,870 | — | — | 72,870 | Mar 13, 2025 |
| Gutnick Mordechai Zev | — | Award / Grant | 13,671,026 | — | — | 13,671,026 | Mar 13, 2025 |
| Ridge Stephen James | Chief Operating Officer | Award / Grant | 66,162 | — | — | 66,162 | Mar 13, 2025 |
| Inflection Point Holdings II LLC | — | Option Exercise | 50,000 | — | — | 6,250,000 | Mar 12, 2025 |
| BLITZER MICHAEL | Chairman and CEO | Option Exercise | 6,200,000 | — | — | 6,200,000 | Nov 18, 2024 |