Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| USA Rare Earth, Inc.USAR · Entity 4023 | Director | June 03, 2026 | June 04, 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.
USA Rare Earth, Inc.
Report date June 03, 2026 · Filed June 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 6,438 |
Reported balance
After 2026-06-03 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-03 · Grant · Acquired 6,438 · Balance 6,438 F1: The restricted stock unit will fully vest on the earlier of 1 year from grant date or 2027 Annual Meeting date, anticipated to be on or about June 2, 2027. F2: Each restricted stock unit represents the right to receive, at settlement, one (1) share of the Issuer's common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: The restricted stock unit will fully vest on the earlier of 1 year from grant date or 2027 Annual Meeting date, anticipated to be on or about June 2, 2027.
F2: Each restricted stock unit represents the right to receive, at settlement, one (1) share of the Issuer's common stock.
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 |
|---|---|---|---|---|---|---|
| June 03, 2026 Filed Jun 4, 2026 23:21 UTC | USA Rare Earth, Inc. USAR · Entity 4023 | GrantRestricted Stock Units · Derivative | 6,438 | $0.00 | $0.00 |
DisclosureSEC source: 0001236682-26-000005 · wk-form4_1780615314.xml · derivative · entry 1 SCHWETHELM OTTO C · CIK 0001236682 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,438 Underlying: Common Stock, par value $0.0001 per share · 6,438 shares Expires not disclosed F1 · derivative.exercise_price: The restricted stock unit will fully vest on the earlier of 1 year from grant date or 2027 Annual Meeting date, anticipated to be on or about June 2, 2027. F2 · shares: Each restricted stock unit represents the right to receive, at settlement, one (1) share of the Issuer's common stock. F1 · derivative.exercise_date: The restricted stock unit will fully vest on the earlier of 1 year from grant date or 2027 Annual Meeting date, anticipated to be on or about June 2, 2027. F1 · derivative.expiration_date: The restricted stock unit will fully vest on the earlier of 1 year from grant date or 2027 Annual Meeting date, anticipated to be on or about June 2, 2027. Read SEC document |
| May 20, 2026 Filed May 21, 2026 20:19 UTC | USA Rare Earth, Inc. USAR · Entity 4023 | Exercise / conversionRestricted Stock Units · Derivative | 12,284 | $22.57 | $277,249.88 |
DisclosureSEC source: 0001236682-26-000003 · wk-form4_1779394771.xml · derivative · entry 4 SCHWETHELM OTTO C · CIK 0001236682 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.0001 per share · 12,284 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: The restricted stock unit fully vested on May 20, 2026. F2 · shares: Each restricted stock unit represents the right to receive, at settlement, one (1) share of the Issuer's common stock. F1 · derivative.exercise_date: The restricted stock unit fully vested on May 20, 2026. F1 · derivative.expiration_date: The restricted stock unit fully vested on May 20, 2026. Read SEC document |
| May 20, 2026 Filed May 21, 2026 20:19 UTC | USA Rare Earth, Inc. USAR · Entity 4023 | Exercise / conversionRestricted Stock Units · Derivative | 18,199 | $22.57 | $410,751.43 |
DisclosureSEC source: 0001236682-26-000003 · wk-form4_1779394771.xml · derivative · entry 3 SCHWETHELM OTTO C · CIK 0001236682 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.0001 per share · 18,199 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: The restricted stock unit fully vested on May 20, 2026. F2 · shares: Each restricted stock unit represents the right to receive, at settlement, one (1) share of the Issuer's common stock. F1 · derivative.exercise_date: The restricted stock unit fully vested on May 20, 2026. F1 · derivative.expiration_date: The restricted stock unit fully vested on May 20, 2026. Read SEC document |
| May 20, 2026 Filed May 21, 2026 20:19 UTC | USA Rare Earth, Inc. USAR · Entity 4023 | Exercise / conversionCommon Stock, par value $0.0001 per share | 12,284 | $22.57 | $277,249.88 |
DisclosureSEC source: 0001236682-26-000003 · wk-form4_1779394771.xml · nonDerivative · entry 2 SCHWETHELM OTTO C · CIK 0001236682 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,483 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. Read SEC document |
| May 20, 2026 Filed May 21, 2026 20:19 UTC | USA Rare Earth, Inc. USAR · Entity 4023 | Exercise / conversionCommon Stock, par value $0.0001 per share | 18,199 | $22.57 | $410,751.43 |
DisclosureSEC source: 0001236682-26-000003 · wk-form4_1779394771.xml · nonDerivative · entry 1 SCHWETHELM OTTO C · CIK 0001236682 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,199 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. Read SEC document |
| October 01, 2025 Filed Oct 3, 2025 22:19 UTC | USA Rare Earth, Inc. USAR · Entity 4023 | GrantRestricted Stock Units · Derivative | 5,054 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001236682-25-000007 · wk-form4_1759529981.xml · derivative · entry 1 SCHWETHELM OTTO C · CIK 0001236682 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,054 Underlying: Common Stock, par value $0.0001 per share · 5,054 shares Expires not disclosed F1 · security: Each restricted stock unit represents the right to receive, at settlement, one (1) share of the Issuer's common stock. F1 · shares: Each restricted stock unit represents the right to receive, at settlement, one (1) share of the Issuer's common stock. F2 · derivative.exercise_date: The restricted stock unit ("RSU") will vest on October 1, 2026. If the vesting date occurs during a closed Trading Window under the Issuer's Insider Trading Policy, then the RSUs shall vest on the first Trading Day of the next open Trading Window pursuant to the Issuer's Insider Trading Policy, subject in all cases to any applicable outside dates required to comply with applicable tax laws and the terms of the Issuer's Amended and Restated 2024 Omnibus Incentive Plan. F2 · derivative.expiration_date: The restricted stock unit ("RSU") will vest on October 1, 2026. If the vesting date occurs during a closed Trading Window under the Issuer's Insider Trading Policy, then the RSUs shall vest on the first Trading Day of the next open Trading Window pursuant to the Issuer's Insider Trading Policy, subject in all cases to any applicable outside dates required to comply with applicable tax laws and the terms of the Issuer's Amended and Restated 2024 Omnibus Incentive Plan. Read SEC document |
| August 13, 2025 Filed Aug 15, 2025 20:13 UTC | USA Rare Earth, Inc. USAR · Entity 4023 | GrantRestricted Stock Units · Derivative | 12,284 | $0.00 | $0.00 |
DisclosureSEC source: 0001970622-25-000043 · wk-form4_1755288783.xml · derivative · entry 2 SCHWETHELM OTTO C · CIK 0001236682 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,284 Underlying: Common Stock, par value $0.0001 per share · 12,284 shares Expires not disclosed F1 · derivative.exercise_price: The restricted stock unit ("RSU") will fully vest on May 20, 2026. If the vesting date occurs during a closed Trading Window under the Issuer's Insider Trading Policy, then the RSUs shall vest on the first Trading Day of the next open Trading Window pursuant to the Issuer's Insider Trading Policy, subject in all cases to any applicable outside dates required to comply with applicable tax laws and the terms of the Issuer's Amended and Restated 2024 Omnibus Incentive Plan. F2 · shares: Each restricted stock unit represents the right to receive, at settlement, one (1) share of the Issuer's common stock. F1 · derivative.exercise_date: The restricted stock unit ("RSU") will fully vest on May 20, 2026. If the vesting date occurs during a closed Trading Window under the Issuer's Insider Trading Policy, then the RSUs shall vest on the first Trading Day of the next open Trading Window pursuant to the Issuer's Insider Trading Policy, subject in all cases to any applicable outside dates required to comply with applicable tax laws and the terms of the Issuer's Amended and Restated 2024 Omnibus Incentive Plan. F1 · derivative.expiration_date: The restricted stock unit ("RSU") will fully vest on May 20, 2026. If the vesting date occurs during a closed Trading Window under the Issuer's Insider Trading Policy, then the RSUs shall vest on the first Trading Day of the next open Trading Window pursuant to the Issuer's Insider Trading Policy, subject in all cases to any applicable outside dates required to comply with applicable tax laws and the terms of the Issuer's Amended and Restated 2024 Omnibus Incentive Plan. Read SEC document |
| August 13, 2025 Filed Aug 15, 2025 20:13 UTC | USA Rare Earth, Inc. USAR · Entity 4023 | GrantRestricted Stock Units · Derivative | 18,199 | $0.00 | $0.00 |
DisclosureSEC source: 0001970622-25-000043 · wk-form4_1755288783.xml · derivative · entry 1 SCHWETHELM OTTO C · CIK 0001236682 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,199 Underlying: Common Stock, par value $0.0001 per share · 18,199 shares Expires not disclosed F1 · derivative.exercise_price: The restricted stock unit ("RSU") will fully vest on May 20, 2026. If the vesting date occurs during a closed Trading Window under the Issuer's Insider Trading Policy, then the RSUs shall vest on the first Trading Day of the next open Trading Window pursuant to the Issuer's Insider Trading Policy, subject in all cases to any applicable outside dates required to comply with applicable tax laws and the terms of the Issuer's Amended and Restated 2024 Omnibus Incentive Plan. F2 · shares: Each restricted stock unit represents the right to receive, at settlement, one (1) share of the Issuer's common stock. F1 · derivative.exercise_date: The restricted stock unit ("RSU") will fully vest on May 20, 2026. If the vesting date occurs during a closed Trading Window under the Issuer's Insider Trading Policy, then the RSUs shall vest on the first Trading Day of the next open Trading Window pursuant to the Issuer's Insider Trading Policy, subject in all cases to any applicable outside dates required to comply with applicable tax laws and the terms of the Issuer's Amended and Restated 2024 Omnibus Incentive Plan. F1 · derivative.expiration_date: The restricted stock unit ("RSU") will fully vest on May 20, 2026. If the vesting date occurs during a closed Trading Window under the Issuer's Insider Trading Policy, then the RSUs shall vest on the first Trading Day of the next open Trading Window pursuant to the Issuer's Insider Trading Policy, subject in all cases to any applicable outside dates required to comply with applicable tax laws and the terms of the Issuer's Amended and Restated 2024 Omnibus Incentive Plan. 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.