Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Rare Earths Americas, Inc.REA · Entity 6072 | Director · CEO and President | August 22, 2026 | August 24, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Rare Earths Americas, Inc.
Report date August 22, 2026 · Filed August 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 419,226 |
Reported balance
After 2026-08-22 transaction · row 1
1 source rowRow 1 · 2026-08-22 · Exercise / conversion · Acquired 135,000 · Balance 419,226 F1: Pursuant to lock-up agreements entered into in connection with the Underwriting Agreement for the Issuer's initial public offering, the shares underlying the restricted stock units that vested on August 22, 2026 will not settle to the Reporting Person until the expiration of the lock-up period. F2: Each restricted stock unit represented a contingent right to receive one share of REA common stock, subject to both a one-year service condition from the date of grant and the occurrence of a Liquidity Event as defined in the Award Agreement. The Issuer's initial public offering, which closed on May 7, 2026, satisfied the Liquidity Event condition; the one-year service condition was satisfied on August 22, 2026, triggering vesting of all such units. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-08-22 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-08-22 · Exercise / conversion · Disposed 135,000 · Balance 0 F2: Each restricted stock unit represented a contingent right to receive one share of REA common stock, subject to both a one-year service condition from the date of grant and the occurrence of a Liquidity Event as defined in the Award Agreement. The Issuer's initial public offering, which closed on May 7, 2026, satisfied the Liquidity Event condition; the one-year service condition was satisfied on August 22, 2026, triggering vesting of all such units. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to lock-up agreements entered into in connection with the Underwriting Agreement for the Issuer's initial public offering, the shares underlying the restricted stock units that vested on August 22, 2026 will not settle to the Reporting Person until the expiration of the lock-up period.
F2: Each restricted stock unit represented a contingent right to receive one share of REA common stock, subject to both a one-year service condition from the date of grant and the occurrence of a Liquidity Event as defined in the Award Agreement. The Issuer's initial public offering, which closed on May 7, 2026, satisfied the Liquidity Event condition; the one-year service condition was satisfied on August 22, 2026, triggering vesting of all such units.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 22, 2026 Filed Aug 24, 2026 21:00 UTC | Rare Earths Americas, Inc. REA · Entity 6072 | Exercise / conversionRestricted Stock Unit · Derivative | 135,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-363740 · ownership.xml · derivative · entry 2 Swartz Donald S · CIK 0002120525 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 135,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit represented a contingent right to receive one share of REA common stock, subject to both a one-year service condition from the date of grant and the occurrence of a Liquidity Event as defined in the Award Agreement. The Issuer's initial public offering, which closed on May 7, 2026, satisfied the Liquidity Event condition; the one-year service condition was satisfied on August 22, 2026, triggering vesting of all such units. F2 · price: Each restricted stock unit represented a contingent right to receive one share of REA common stock, subject to both a one-year service condition from the date of grant and the occurrence of a Liquidity Event as defined in the Award Agreement. The Issuer's initial public offering, which closed on May 7, 2026, satisfied the Liquidity Event condition; the one-year service condition was satisfied on August 22, 2026, triggering vesting of all such units. F2 · derivative.exercise_date: Each restricted stock unit represented a contingent right to receive one share of REA common stock, subject to both a one-year service condition from the date of grant and the occurrence of a Liquidity Event as defined in the Award Agreement. The Issuer's initial public offering, which closed on May 7, 2026, satisfied the Liquidity Event condition; the one-year service condition was satisfied on August 22, 2026, triggering vesting of all such units. F2 · derivative.expiration_date: Each restricted stock unit represented a contingent right to receive one share of REA common stock, subject to both a one-year service condition from the date of grant and the occurrence of a Liquidity Event as defined in the Award Agreement. The Issuer's initial public offering, which closed on May 7, 2026, satisfied the Liquidity Event condition; the one-year service condition was satisfied on August 22, 2026, triggering vesting of all such units. Read SEC document |
| August 22, 2026 Filed Aug 24, 2026 21:00 UTC | Rare Earths Americas, Inc. REA · Entity 6072 | Exercise / conversionCommon Stock | 135,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-363740 · ownership.xml · nonDerivative · entry 1 Swartz Donald S · CIK 0002120525 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 419,226 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · date: Pursuant to lock-up agreements entered into in connection with the Underwriting Agreement for the Issuer's initial public offering, the shares underlying the restricted stock units that vested on August 22, 2026 will not settle to the Reporting Person until the expiration of the lock-up period. F2 · price: Each restricted stock unit represented a contingent right to receive one share of REA common stock, subject to both a one-year service condition from the date of grant and the occurrence of a Liquidity Event as defined in the Award Agreement. The Issuer's initial public offering, which closed on May 7, 2026, satisfied the Liquidity Event condition; the one-year service condition was satisfied on August 22, 2026, triggering vesting of all such units. Read SEC document |
| August 12, 2026 Filed Aug 13, 2026 21:30 UTC | Rare Earths Americas, Inc. REA · Entity 6072 | GrantPerformance Based Restricted Stock Unitts · Derivative | 200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-349680 · ownership.xml · derivative · entry 1 Swartz Donald S · CIK 0002120525 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 200,000 Underlying: Common Stock · 200,000 shares Expires not disclosed F1 · derivative.exercise_price: Each performance-based stock unit ("PSU") represents a contingent right to receive one share of Common Stock. The PSUs will vest 25% if the volume weighted average price ("VWAP") during any period of 20 consecutive trading days during a three year period commencing August 12, 2026 (the "Performance Period") equals or exceeds $22.50, 25% if the VWAP during any period of 20 consecutive trading days during the Performance Period equals or exceeds $25.00, 25% if the VWAP during any period of 20 consecutive trading days during the Performance Period equals or exceeds $27.50 and 25% of the PSUs will vest if the VWAP during any period of 20 consecutive trading days during the Performance Period equals or exceeds $30.00, subject to continuous service with Rare Earths Americas, Inc. through each such date. Following vesting, the Reporting Person shall be subject to an 18-month holding period. F1 · derivative.exercise_date: Each performance-based stock unit ("PSU") represents a contingent right to receive one share of Common Stock. The PSUs will vest 25% if the volume weighted average price ("VWAP") during any period of 20 consecutive trading days during a three year period commencing August 12, 2026 (the "Performance Period") equals or exceeds $22.50, 25% if the VWAP during any period of 20 consecutive trading days during the Performance Period equals or exceeds $25.00, 25% if the VWAP during any period of 20 consecutive trading days during the Performance Period equals or exceeds $27.50 and 25% of the PSUs will vest if the VWAP during any period of 20 consecutive trading days during the Performance Period equals or exceeds $30.00, subject to continuous service with Rare Earths Americas, Inc. through each such date. Following vesting, the Reporting Person shall be subject to an 18-month holding period. F1 · derivative.expiration_date: Each performance-based stock unit ("PSU") represents a contingent right to receive one share of Common Stock. The PSUs will vest 25% if the volume weighted average price ("VWAP") during any period of 20 consecutive trading days during a three year period commencing August 12, 2026 (the "Performance Period") equals or exceeds $22.50, 25% if the VWAP during any period of 20 consecutive trading days during the Performance Period equals or exceeds $25.00, 25% if the VWAP during any period of 20 consecutive trading days during the Performance Period equals or exceeds $27.50 and 25% of the PSUs will vest if the VWAP during any period of 20 consecutive trading days during the Performance Period equals or exceeds $30.00, subject to continuous service with Rare Earths Americas, Inc. through each such date. Following vesting, the Reporting Person shall be subject to an 18-month holding period. Read SEC document |
| May 07, 2026 Filed May 8, 2026 21:00 UTC | Rare Earths Americas, Inc. REA · Entity 6072 | Exercise / conversionRestricted Stock Unit · Derivative | 284,226 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-214912 · ownership.xml · derivative · entry 2 Swartz Donald S · CIK 0002120525 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 284,226 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit represented a contingent right to receive a share of REA common stock upon a Liquidity Event, as defined in the Award Agreement. On May 7, 2026, REA closed its initial public offering, which was a Liquidity Event, triggering the vesting of all shares. F2 · price: Each restricted stock unit represented a contingent right to receive a share of REA common stock upon a Liquidity Event, as defined in the Award Agreement. On May 7, 2026, REA closed its initial public offering, which was a Liquidity Event, triggering the vesting of all shares. F2 · derivative.exercise_date: Each restricted stock unit represented a contingent right to receive a share of REA common stock upon a Liquidity Event, as defined in the Award Agreement. On May 7, 2026, REA closed its initial public offering, which was a Liquidity Event, triggering the vesting of all shares. F2 · derivative.expiration_date: Each restricted stock unit represented a contingent right to receive a share of REA common stock upon a Liquidity Event, as defined in the Award Agreement. On May 7, 2026, REA closed its initial public offering, which was a Liquidity Event, triggering the vesting of all shares. Read SEC document |
| May 07, 2026 Filed May 8, 2026 21:00 UTC | Rare Earths Americas, Inc. REA · Entity 6072 | Exercise / conversionCommon Stock | 284,226 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-214912 · ownership.xml · nonDerivative · entry 1 Swartz Donald S · CIK 0002120525 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 284,226 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · date: Pursuant to the Restricted Stock Unit Agreement, the shares vested to the recipient on the closing date of the IPO. However, due to lock-up agreements signed pursuant to the Underwriting Agreement, the shares won't settle to the recipient until the lock-up period expires. F2 · price: Each restricted stock unit represented a contingent right to receive a share of REA common stock upon a Liquidity Event, as defined in the Award Agreement. On May 7, 2026, REA closed its initial public offering, which was a Liquidity Event, triggering the vesting of all shares. Read SEC document |
| May 07, 2026 Filed May 8, 2026 21:00 UTC | Rare Earths Americas, Inc. REA · Entity 6072 | GrantRestricted Stock Units · Derivative | 52,886 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-214907 · ownership.xml · derivative · entry 1 Swartz Donald S · CIK 0002120525 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,886 Underlying: Common Stock · 52,886 shares Expires not disclosed F1 · derivative.exercise_price: The Restricted Stock Units will vest equally across three years, one-third on the anniversary of the grant date through May 7, 2029, subject to continued employment with REA. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of REA common stock. F1 · derivative.exercise_date: The Restricted Stock Units will vest equally across three years, one-third on the anniversary of the grant date through May 7, 2029, subject to continued employment with REA. F1 · derivative.expiration_date: The Restricted Stock Units will vest equally across three years, one-third on the anniversary of the grant date through May 7, 2029, subject to continued employment with REA. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.