USA Rare Earth, Inc. (USAR) · Insider trading
What USA Rare Earth's directors, officers and largest holders bought and sold themselves, from the Form 4 each of them files with the SEC within two business days of a trade. Open-market purchases and sales first: those are the trades somebody chose to make at the market price.
Bought, 12 months
$2.17M
2 insiders, 2 trades
Sold, 12 months
$1.51M
2 insiders, 0% under a plan
Net, 12 months
+$661,994
bought less sold
Latest filing
2026-10-05
filings read to 2026-10-19
Who traded, two years
| Insider | Bought | Sold | Trades | Last trade | Holds after |
|---|---|---|---|---|---|
| Blitzer MichaelDirector | $2.14M | $32.95M | 2 | 2026-01-29 | 847,500 |
| Humpton BarbaraFormer Chief Executive Officer, Other | – | $1.22M | 1 | 2026-10-02 | 130,939 |
| Trabuco CarolynDirector | $29,380 | $296,010 | 2 | 2026-06-08 | 18,783 |
Open-market purchases and sales
Newest first. “Plan” marks a trade made under a 10b5-1 plan set up in advance.
| Date | Insider | Trade | Shares | Price | Value | Holds after | Filing |
|---|---|---|---|---|---|---|---|
| 2026-10-02 | Humpton BarbaraFormer Chief Executive Officer, Other | Sale | 88,391 | 13.75 | $1.22M | 130,939 | Form 4 |
| 2026-06-08 | Trabuco CarolynDirector | Sale | 13,000 | 22.77 | $296,010 | 18,783 | Form 4 |
| 2026-01-29 | Blitzer MichaelDirector | Buy | 100,000 | 21.44 | $2.14M | 847,500 | Form 4 |
| 2026-01-29 | Trabuco CarolynDirector | Buy | 1,300 | 22.60 | $29,380 | 1,300 | Form 4 |
| 2025-08-13 | Blitzer MichaelDirector, 10% ownerwith Inflection Point Holdings II LLC | Saleindirect | 2,091,849 | 15.75 | $32.95M | 0 | Form 4 |
Grants, exercises and other transactions
Pay, tax and paperwork rather than a choice to trade at the market price. Two years.
21 × option exercise15 × grant or award6 × other1 × shares withheld for tax
Show them
| Date | Insider | What | Shares | Price | Holds after | Filing |
|---|---|---|---|---|---|---|
| 2026-10-01 | Caulfield ThomasDirector | Grant or award A | +1,482 | – | 4,708 | Form 4 |
| 2026-10-01 | Humpton BarbaraFormer Chief Executive Officer, Other | Option exercise M | +83,554 | 13.80 | 83,554 | Form 4 |
| 2026-10-01 | Humpton BarbaraFormer Chief Executive Officer, Other | Option exercise M | +104,443 | 13.80 | 187,997 | Form 4 |
| 2026-10-01 | Humpton BarbaraFormer Chief Executive Officer, Other | Option exercise M | +31,333 | 13.80 | 219,330 | Form 4 |
| 2026-07-07 | Caulfield ThomasDirector | Grant or award A | +271 | – | 3,226 | Form 4 |
| 2026-06-03 | Caulfield ThomasDirector | Grant or award A | +407 | – | 407 | Form 4 |
| 2026-06-03 | Caulfield ThomasDirector | Option exercise M | +2,548 | – | 2,955 | Form 4 |
| 2026-05-21 | Steele William Robert JrChief Financial Officer | Shares withheld for tax F | −33,825 | 22.57 | 42,002 | Form 4 |
| 2026-05-20 | Schwethelm Otto CDirector | Option exercise M | +18,199 | 22.57 | 18,199 | Form 4 |
| 2026-05-20 | Schwethelm Otto CDirector | Option exercise M | +12,284 | 22.57 | 30,483 | Form 4 |
| 2026-05-20 | Kern Paul JDirector | Option exercise M | +18,199 | 22.57 | 197,234 | Form 4 |
| 2026-05-20 | Kern Paul JDirector | Option exercise M | +12,284 | 22.57 | 209,518 | Form 4 |
| 2026-05-20 | Blitzer MichaelDirector | Option exercise M | +12,284 | – | 859,784 | Form 4 |
| 2026-05-20 | Blitzer MichaelDirector | Option exercise M | +18,199 | – | 877,983 | Form 4 |
| 2026-05-20 | Senft Michael FDirector | Option exercise M | +18,199 | 22.57 | 18,199 | Form 4 |
| 2026-05-20 | Senft Michael FDirector | Option exercise M | +12,284 | 22.57 | 30,483 | Form 4 |
| 2026-05-20 | Gutnick Mordechai ZevDirector | Option exercise M | +18,199 | 22.57 | 18,199 | Form 4 |
| 2026-05-20 | Gutnick Mordechai ZevDirector | Option exercise M | +12,284 | 22.57 | 30,483 | Form 4 |
| 2026-05-20 | Trabuco CarolynDirector | Option exercise M | +18,199 | 22.57 | 19,499 | Form 4 |
| 2026-05-20 | Trabuco CarolynDirector | Option exercise M | +12,284 | 22.57 | 31,783 | Form 4 |
| 2026-05-20 | Steele William Robert JrChief Financial Officer | Option exercise M | +45,496 | 22.57 | 45,496 | Form 4 |
| 2026-05-20 | Steele William Robert JrChief Financial Officer | Option exercise M | +30,331 | 22.57 | 75,827 | Form 4 |
| 2026-05-15 | Kern Paul JDirector | Grant or award A | +11,211 | – | 190,246 | Form 4 |
| 2026-05-15 | Gutnick Mordechai ZevDirector | Grant or award A | +939,618 | – | 15,550,262 | Form 4 |
| 2026-04-15 | Gutnick Mordechai ZevDirector | Grant or award A | +939,618 | – | 14,610,644 | Form 4/A |
| 2026-04-15 | Kern Paul JDirector | Grant or award A | +11,211 | – | 179,035 | Form 4 |
| 2026-02-12 | Kronenfeld David ThomasChief Legal Officer | Other J | +6,977 | 21.50 | 76,374 | Form 4 |
| 2026-01-01 | Blitzer MichaelDirector | Other J | −562,500 | – | 0 | Form 4 |
| 2025-09-15 | Bayshore Capital Advisors, LLC10% owner | Other J | −5,904,264 | – | 5,904,265 | Form 4 |
| 2025-09-15 | Bayshore Capital Advisors, LLC10% owner | Other J | −1,811,814 | – | 1,811,815 | Form 4 |
| 2025-09-15 | Blitzer MichaelDirector | Other J | −3,125,000 | – | 3,125,000 | Form 4 |
| 2025-08-13 | Blitzer MichaelDirector, 10% owner | Option exercise M | +2,091,849 | – | 2,091,849 | Form 4 |
| 2025-03-13 | Kern Paul JDirector | Other J | +4,699 | – | 167,824 | Form 4 |
| 2025-03-13 | Ridge Stephen JamesChief Operating Officer | Grant or award A | +66,162 | – | 66,162 | Form 4 |
| 2025-03-13 | Gutnick Mordechai ZevDirector, 10% owner | Grant or award A | +13,671,026 | – | 13,671,026 | Form 4 |
| 2025-03-13 | Kronenfeld David ThomasCLO and Corporate Secretary | Grant or award A | +72,870 | – | 72,870 | Form 4 |
| 2025-03-13 | Kern Paul JDirector | Grant or award A | +163,125 | – | 163,125 | Form 4 |
| 2025-03-13 | Smith TreadyDirector, 10% owner | Grant or award A | +11,808,529 | – | 11,808,529 | Form 4 |
| 2025-03-13 | Smith TreadyDirector, 10% owner | Grant or award A | +3,623,629 | – | 3,623,629 | Form 4 |
| 2025-03-13 | Smith TreadyDirector, 10% owner | Grant or award A | +58,777 | – | 58,777 | Form 4 |
| 2025-03-13 | Smith TreadyDirector, 10% owner | Grant or award A | +37,073 | – | 37,073 | Form 4 |
| 2025-03-12 | Blitzer MichaelDirector, 10% owner | Option exercise M | +50,000 | – | 6,250,000 | Form 4 |
| 2024-11-18 | Blitzer MichaelDirector, Chairman and CEO, 10% owner | Option exercise M | +6,200,000 | – | 6,200,000 | Form 4 |
How to read it
- Buy, sale
- Code P and S on the form: shares bought or sold in the market, at the market price. The other codes are mostly pay (a grant, an option exercised) or tax (shares the company withheld), and say little about what the insider thinks of the price.
- Plan
- A sale or purchase under a Rule 10b5-1 plan, set up in advance and running on its own schedule. Since April 2023 the form has a box for it. Much executive selling is planned and says more about diversifying than about the company.
- Holds after
- The shares the insider still held after the trade, in the form the trade was in (directly, or indirectly through a trust or a fund).
- Value
- Shares times the price the form reports, which is often an average over several fills on the day.
Read from the SEC's own quarterly data sets of Forms 3, 4 and 5, and from each day's filings since the last one. A correcting amendment replaces the lines it restates. Every row links to its filing. None of this is advice: insiders sell for many reasons, and buy for fewer.