Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| USA Rare Earth, Inc.USAR · Entity 4023 | Chief Legal Officer | October 01, 2026 | October 06, 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 October 01, 2026 · Filed October 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 14,493 |
Reported balance
After 2026-10-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 14,493 · Balance 14,493 F1: The restricted stock units ("RSUs") are scheduled to vest on September 7, 2027, subject to the reporting person's continued service through the vesting date. 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 units ("RSUs") are scheduled to vest on September 7, 2027, subject to the reporting person's continued service through the vesting date.
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 |
|---|---|---|---|---|---|---|
| October 01, 2026 Filed Oct 6, 2026 00:48 UTC | USA Rare Earth, Inc. USAR · Entity 4023 | GrantRestricted Stock Units · Derivative | 14,493 | $0.00 | $0.00 |
DisclosureSEC source: 0002119900-26-000008 · wk-form4_1791247701.xml · derivative · entry 1 Jacob Valerie · CIK 0002119900 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,493 Underlying: Common Stock, par value $0.0001 per share · 14,493 shares Expires not disclosed F1 · derivative.exercise_price: The restricted stock units ("RSUs") are scheduled to vest on September 7, 2027, subject to the reporting person's continued service through the vesting date. F1 · derivative.exercise_date: The restricted stock units ("RSUs") are scheduled to vest on September 7, 2027, subject to the reporting person's continued service through the vesting date. F1 · derivative.expiration_date: The restricted stock units ("RSUs") are scheduled to vest on September 7, 2027, subject to the reporting person's continued service through the vesting date. F2 · derivative.underlying_shares: Each restricted stock unit represents the right to receive, at settlement, one (1) share of the Issuer's common stock. Read SEC document |
| March 17, 2026 Filed Mar 19, 2026 21:35 UTC | USA Rare Earth, Inc. USAR · Entity 4023 | GrantRestricted Stock Units · Derivative | 35,244 | $0.00 | $0.00 |
DisclosureSEC source: 0002119900-26-000004 · wk-form4_1773956116.xml · derivative · entry 1 Jacob Valerie · CIK 0002119900 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,244 Underlying: Common Stock, par value $0.0001 per share · 35,244 shares Expires not disclosed F1 · derivative.exercise_price: The restricted stock unit ("RSU") will vest in two tranches. 1/3 of the RSU will vest on March 17, 2027 and the remaining 2/3 of the RSU will vest on September 17, 2027. The vesting occurs 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 vest in two tranches. 1/3 of the RSU will vest on March 17, 2027 and the remaining 2/3 of the RSU will vest on September 17, 2027. The vesting occurs 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 vest in two tranches. 1/3 of the RSU will vest on March 17, 2027 and the remaining 2/3 of the RSU will vest on September 17, 2027. The vesting occurs 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.