Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| RARE ELEMENT RESOURCES LTDREEMF · Entity 5262 | President and CEO | November 01, 2022 | November 01, 2022 |
| URANIUM ENERGY CORPUEC · Entity 3814 | Senior VP, U.S. Operations | July 30, 2026 | August 01, 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 ELEMENT RESOURCES LTD
Report date November 01, 2022 · Filed November 01, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.45 · Expires 2032-11-01 | Direct | 0 |
Reported balance
After 2022-11-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-11-01 · Grant · Acquired 250,000 · Balance 0 F1: The options will vest and become exercisable as follows: 83,333 on 11/1/2023, 83,333 on 11/1/2024, and 83,334 on 11/1/2025. |
Filing footnotes · ownership attribution and instrument terms
F1: The options will vest and become exercisable as follows: 83,333 on 11/1/2023, 83,333 on 11/1/2024, and 83,334 on 11/1/2025.
URANIUM ENERGY CORP
Report date July 30, 2026 · Filed August 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,859 |
Ending reported balance
After 2026-07-31 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-07-31 · Exercise / conversion · Acquired 4,007 · Balance 9,618 F1: Each Restricted Stock Unit represents the right to receive, at settlement, one share of the Issuer's common stock. Row 2 · 2026-07-31 · Exercise / conversion · Acquired 6,382 · Balance 16,000 F1: Each Restricted Stock Unit represents the right to receive, at settlement, one share of the Issuer's common stock. Row 3 · 2026-07-31 · Tax withholding · Disposed 4,141 · Balance 11,859 F2: Represents shares of the Issuer's common stock withheld to satisfy tax withholding requirements upon vesting of Restricted Stock Units. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 78,498 |
Reported balance
After 2026-07-30 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-07-30 · Grant · Acquired 51,335 · Balance 78,498 F1: Each Restricted Stock Unit represents the right to receive, at settlement, one share of the Issuer's common stock. F3: Granted pursuant to and in accordance with the Issuer's 2024 Stock Incentive Plan. F4: The Restricted Stock Units vest in three equal annual installments beginning July 31, 2027, subject to continued service through the applicable vesting date. Vested shares will be delivered to the reporting person no later than August 30th of each year. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 74,491 |
Reported balance
After 2026-07-31 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-07-31 · Exercise / conversion · Disposed 4,007 · Balance 74,491 F1: Each Restricted Stock Unit represents the right to receive, at settlement, one share of the Issuer's common stock. F5: This award vested as to one-third of the Restricted Stock Units on the first, second and third anniversary of the grant date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 68,109 |
Reported balance
After 2026-07-31 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-07-31 · Exercise / conversion · Disposed 6,382 · Balance 68,109 F1: Each Restricted Stock Unit represents the right to receive, at settlement, one share of the Issuer's common stock. F5: This award vested as to one-third of the Restricted Stock Units on the first, second and third anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit represents the right to receive, at settlement, one share of the Issuer's common stock.
F2: Represents shares of the Issuer's common stock withheld to satisfy tax withholding requirements upon vesting of Restricted Stock Units.
F3: Granted pursuant to and in accordance with the Issuer's 2024 Stock Incentive Plan.
F4: The Restricted Stock Units vest in three equal annual installments beginning July 31, 2027, subject to continued service through the applicable vesting date. Vested shares will be delivered to the reporting person no later than August 30th of each year.
F5: This award vested as to one-third of the Restricted Stock Units on the first, second and third anniversary of the grant date.
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 |
|---|---|---|---|---|---|---|
| July 31, 2026 Filed Aug 1, 2026 00:51 UTC | URANIUM ENERGY CORP UEC · Entity 3814 | Exercise / conversionRestricted Stock Units · Derivative | 6,382 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-025279 · rdgdoc.xml · derivative · entry 6 BERG BRENT · CIK 0001950619 · Senior VP, U.S. Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,109 Underlying: Common Stock · 6,382 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. F1 · derivative.exercise_price: Each Restricted Stock Unit represents the right to receive, at settlement, one share of the Issuer's common stock. F5 · derivative.exercise_date: This award vested as to one-third of the Restricted Stock Units on the first, second and third anniversary of the grant date. F5 · derivative.expiration_date: This award vested as to one-third of the Restricted Stock Units on the first, second and third anniversary of the grant date. Read SEC document |
| July 31, 2026 Filed Aug 1, 2026 00:51 UTC | URANIUM ENERGY CORP UEC · Entity 3814 | Exercise / conversionRestricted Stock Units · Derivative | 4,007 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-025279 · rdgdoc.xml · derivative · entry 5 BERG BRENT · CIK 0001950619 · Senior VP, U.S. Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,491 Underlying: Common Stock · 4,007 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. F1 · derivative.exercise_price: Each Restricted Stock Unit represents the right to receive, at settlement, one share of the Issuer's common stock. F5 · derivative.exercise_date: This award vested as to one-third of the Restricted Stock Units on the first, second and third anniversary of the grant date. F5 · derivative.expiration_date: This award vested as to one-third of the Restricted Stock Units on the first, second and third anniversary of the grant date. Read SEC document |
| July 31, 2026 Filed Aug 1, 2026 00:51 UTC | URANIUM ENERGY CORP UEC · Entity 3814 | Tax withholdingCommon Stock | 4,141 | $9.60 | $39,753.60 |
DisclosureSEC source: 0001437749-26-025279 · rdgdoc.xml · nonDerivative · entry 3 BERG BRENT · CIK 0001950619 · Senior VP, U.S. Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,859 F2 · shares: Represents shares of the Issuer's common stock withheld to satisfy tax withholding requirements upon vesting of Restricted Stock Units. Read SEC document |
| July 31, 2026 Filed Aug 1, 2026 00:51 UTC | URANIUM ENERGY CORP UEC · Entity 3814 | Exercise / conversionCommon Stock | 6,382 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-26-025279 · rdgdoc.xml · nonDerivative · entry 2 BERG BRENT · CIK 0001950619 · Senior VP, U.S. Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,000 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 · price: Each Restricted Stock Unit represents the right to receive, at settlement, one share of the Issuer's common stock. Read SEC document |
| July 31, 2026 Filed Aug 1, 2026 00:51 UTC | URANIUM ENERGY CORP UEC · Entity 3814 | Exercise / conversionCommon Stock | 4,007 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-26-025279 · rdgdoc.xml · nonDerivative · entry 1 BERG BRENT · CIK 0001950619 · Senior VP, U.S. Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,618 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 · price: Each Restricted Stock Unit represents the right to receive, at settlement, one share of the Issuer's common stock. Read SEC document |
| July 30, 2026 Filed Aug 1, 2026 00:51 UTC | URANIUM ENERGY CORP UEC · Entity 3814 | GrantRestricted Stock Units · Derivative | 51,335 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-025279 · rdgdoc.xml · derivative · entry 4 BERG BRENT · CIK 0001950619 · Senior VP, U.S. Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,498 Underlying: Common Stock · 51,335 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents the right to receive, at settlement, one share of the Issuer's common stock. F3 · kind: Granted pursuant to and in accordance with the Issuer's 2024 Stock Incentive Plan. F4 · derivative.exercise_date: The Restricted Stock Units vest in three equal annual installments beginning July 31, 2027, subject to continued service through the applicable vesting date. Vested shares will be delivered to the reporting person no later than August 30th of each year. F4 · derivative.expiration_date: The Restricted Stock Units vest in three equal annual installments beginning July 31, 2027, subject to continued service through the applicable vesting date. Vested shares will be delivered to the reporting person no later than August 30th of each year. Read SEC document |
| July 31, 2025 Filed Aug 1, 2025 01:53 UTC | URANIUM ENERGY CORP UEC · Entity 3814 | GrantRestricted Stock Units · Derivative | 19,148 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-024270 · rdgdoc.xml · derivative · entry 4 BERG BRENT · CIK 0001950619 · Senior VP, U.S. Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,163 Underlying: Common Stock · 19,148 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents the right to receive, at settlement, one share of common stock. F4 · kind: Granted pursuant to and in accordance with the 2024 Stock Incentive Plan. F5 · derivative.exercise_date: The Restricted Stock Units vest in three equal installments beginning July 31, 2026. Vested shares will be delivered to the reporting person no later than August 30th of each year. F5 · derivative.expiration_date: The Restricted Stock Units vest in three equal installments beginning July 31, 2026. Vested shares will be delivered to the reporting person no later than August 30th of each year. Read SEC document |
| July 29, 2025 Filed Aug 1, 2025 01:53 UTC | URANIUM ENERGY CORP UEC · Entity 3814 | Exercise / conversionRestricted Stock Units · Derivative | 4,007 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-024270 · rdgdoc.xml · derivative · entry 3 BERG BRENT · CIK 0001950619 · Senior VP, U.S. Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,015 Underlying: Common Stock · 4,007 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. F1 · derivative.exercise_price: Each Restricted Stock Unit represents the right to receive, at settlement, one share of common stock. F3 · derivative.exercise_date: This award has vested as to one-third of the Restricted Stock Units on the first, second and third anniversary of the grant date. F3 · derivative.expiration_date: This award has vested as to one-third of the Restricted Stock Units on the first, second and third anniversary of the grant date. Read SEC document |
| July 29, 2025 Filed Aug 1, 2025 01:53 UTC | URANIUM ENERGY CORP UEC · Entity 3814 | Tax withholdingCommon Stock | 1,441 | $8.99 | $12,954.59 |
DisclosureSEC source: 0001437749-25-024270 · rdgdoc.xml · nonDerivative · entry 2 BERG BRENT · CIK 0001950619 · Senior VP, U.S. Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,611 F2 · shares: Represents shares of common stock withheld to satisfy tax withholding requirements upon vesting of Restricted Stock Units. Read SEC document |
| July 29, 2025 Filed Aug 1, 2025 01:53 UTC | URANIUM ENERGY CORP UEC · Entity 3814 | Exercise / conversionCommon Stock | 4,007 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-25-024270 · rdgdoc.xml · nonDerivative · entry 1 BERG BRENT · CIK 0001950619 · Senior VP, U.S. Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,052 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 · price: Each Restricted Stock Unit represents the right to receive, at settlement, one share of common stock. Read SEC document |
| July 26, 2024 Filed Jul 29, 2024 23:42 UTC | URANIUM ENERGY CORP UEC · Entity 3814 | GrantPerformance Based Restricted Stock Units · Derivative | 16,394 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-023793 · rdgdoc.xml · derivative · entry 2 BERG BRENT · CIK 0001950619 · Senior VP, U.S. Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,394 Underlying: Common Stock · 16,394 shares Expires not disclosed F4 · derivative.exercise_price: Each Performance Based Restricted Stock Unit represents a contingent right to receive one share of common stock. F2 · kind: Granted pursuant to and in accordance with the Issuer's 2024 Stock Incentive Plan. F5 · derivative.exercise_date: The Performance Based Restricted Stock Units vest 100% on July 26, 2027. Vested shares will be delivered to the reporting person no later than August 25, 2027. F5 · derivative.expiration_date: The Performance Based Restricted Stock Units vest 100% on July 26, 2027. Vested shares will be delivered to the reporting person no later than August 25, 2027. Read SEC document |
| July 26, 2024 Filed Jul 29, 2024 23:42 UTC | URANIUM ENERGY CORP UEC · Entity 3814 | GrantRestricted Stock Units · Derivative | 12,022 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-023793 · rdgdoc.xml · derivative · entry 1 BERG BRENT · CIK 0001950619 · Senior VP, U.S. Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,022 Underlying: Common Stock · 12,022 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents the right to receive, at settlement, one share of common stock. F2 · kind: Granted pursuant to and in accordance with the Issuer's 2024 Stock Incentive Plan. F3 · derivative.exercise_date: The Restricted Stock Units vest in three equal annual installments beginning July 26, 2025. Vested shares will be delivered to the reporting person no later than August 25th of each year. F3 · derivative.expiration_date: The Restricted Stock Units vest in three equal annual installments beginning July 26, 2025. Vested shares will be delivered to the reporting person no later than August 25th of each year. Read SEC document |
| November 01, 2022 Filed Nov 1, 2022 20:27 UTC | RARE ELEMENT RESOURCES LTD REEMF · Entity 5262 | GrantStock Option (Right to Buy) · Derivative | 250,000 | $0.00 Strike: $0.45 | $0.00 |
DisclosureSEC source: 0001567619-22-019015 · doc1.xml · derivative · entry 1 BERG BRENT · CIK 0001950619 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 250,000 shares Expires 2032-11-01 F1 · derivative.exercise_date: The options will vest and become exercisable as follows: 83,333 on 11/1/2023, 83,333 on 11/1/2024, and 83,334 on 11/1/2025. 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.