person · Reporting owner
Kronenfeld David Thomas
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| USA Rare Earth, Inc.USAR · Entity 4023 | Chief Legal Officer | February 12, 2026 | February 17, 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 February 12, 2026 · Filed February 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.0001 per shareSEC Table I · non-derivative | Direct | 76,374 |
Reported balance
After 2026-02-12 transaction · row 1
1 source rowRow 1 · 2026-02-12 · Other · Acquired 6,977 · Balance 76,374 F1: The shares were acquired in a pro-rata distribution of shares from Inflection Point Freedom Fund LP, of which the reporting person was a limited partner. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares were acquired in a pro-rata distribution of shares from Inflection Point Freedom Fund LP, of which the reporting person was a limited partner.
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 |
|---|---|---|---|---|---|---|
| February 12, 2026 Filed Feb 17, 2026 21:20 UTC | USA Rare Earth, Inc. USAR · Entity 4023 | OtherCommon Stock, par value $0.0001 per share | 6,977 | $21.50 | $149,999.92 |
DisclosureSEC source: 0002059114-26-000002 · wk-form4_1771363245.xml · nonDerivative · entry 1 Kronenfeld David Thomas · CIK 0002059114 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,374 F1 · shares: The shares were acquired in a pro-rata distribution of shares from Inflection Point Freedom Fund LP, of which the reporting person was a limited partner. Read SEC document |
| December 19, 2025 Filed Dec 22, 2025 23:45 UTC | USA Rare Earth, Inc. USAR · Entity 4023 | GrantRestricted Stock Units · Derivative | 11,095 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0002059114-25-000003 · wk-form4_1766447155.xml · derivative · entry 1 Kronenfeld David Thomas · CIK 0002059114 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,095 Underlying: Common Stock, par value $0.0001 per share · 11,095 shares Expires not disclosed 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 in three equal tranches. 33 1/3% of the RSU will vest on December 1, 2026, December 1, 2027, and December 1, 2028, respectively. 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 in three equal tranches. 33 1/3% of the RSU will vest on December 1, 2026, December 1, 2027, and December 1, 2028, respectively. 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 20:17 UTC | USA Rare Earth, Inc. USAR · Entity 4023 | GrantRestricted Stock Units · Derivative | 18,199 | $0.00 | $0.00 |
DisclosureSEC source: 0001970622-25-000052 · wk-form4_1755289042.xml · derivative · entry 3 Kronenfeld David Thomas · CIK 0002059114 · Chief Legal Officer 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: 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. F4 · derivative.exercise_date: The restricted stock unit ("RSU") is fully vested and the underlying shares will be released to the participant on May 20, 2026. If the release 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. F4 · derivative.expiration_date: The restricted stock unit ("RSU") is fully vested and the underlying shares will be released to the participant on May 20, 2026. If the release 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 20:17 UTC | USA Rare Earth, Inc. USAR · Entity 4023 | GrantRestricted Stock Units · Derivative | 40,947 | $0.00 | $0.00 |
DisclosureSEC source: 0001970622-25-000052 · wk-form4_1755289042.xml · derivative · entry 2 Kronenfeld David Thomas · CIK 0002059114 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,947 Underlying: Common Stock, par value $0.0001 per share · 40,947 shares Expires not disclosed F1 · derivative.exercise_price: 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. F3 · derivative.exercise_date: The restricted stock unit ("RSU") will vest in three equal tranches. 33 1/3% of the RSU will vest on May 20, 2026, May 20, 2027, and May 20, 2028, respectively. 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. F3 · derivative.expiration_date: The restricted stock unit ("RSU") will vest in three equal tranches. 33 1/3% of the RSU will vest on May 20, 2026, May 20, 2027, and May 20, 2028, respectively. 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 20:17 UTC | USA Rare Earth, Inc. USAR · Entity 4023 | GrantRestricted Stock Units · Derivative | 27,298 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001970622-25-000052 · wk-form4_1755289042.xml · derivative · entry 1 Kronenfeld David Thomas · CIK 0002059114 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,298 Underlying: Common Stock, par value $0.0001 per share · 27,298 shares Expires not disclosed F1 · derivative.exercise_price: 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 in two equal tranches. 50% of the RSU will vest on May 20, 2026 and May 20, 2027, respectively. 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 in two equal tranches. 50% of the RSU will vest on May 20, 2026 and May 20, 2027, respectively. 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 |
| March 13, 2025 Filed Mar 18, 2025 01:40 UTC | USA Rare Earth, Inc. USAR · Entity 4023 | GrantEarnout right to Common Shares · Derivative | 10,016 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-024739 · ownership.xml · derivative · entry 2 Kronenfeld David Thomas · CIK 0002059114 · CLO and Corporate Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,016 Underlying: Common Stock, par value $0.0001 per share · 10,016 shares Expires 2031-03-13 F2 · derivative.exercise_price: Pursuant to the BCA, the reporting person is also entitled to receive up to 10,016 shares of common stock of the Issuer subject to the following conditions: (i) 50% of such shares vest if, during the period (the "Earnout Period") beginning on the first anniversary of the Business Combination (3/13/2026) and ending on the sixth anniversary of the Business Combination (3/13/2031), the closing sale price of one share as reported on NASDAQ is greater than or equal to $15.00 for a period of at least 20 out of 30 consecutive trading days and (ii) the remaining 50% of such shares vest if, during the Earnout Period, the closing sale price of one share as reported on NASDAQ is greater than or equal to $20.00 for a period of at least 20 out of 30 consecutive trading days. In the event of a Change of Control (as defined in the BCA), such shares vest if the consideration is equal to or above such aforementioned price targets, or will be forfeited if such targets are not met. F2 · derivative.exercise_date: Pursuant to the BCA, the reporting person is also entitled to receive up to 10,016 shares of common stock of the Issuer subject to the following conditions: (i) 50% of such shares vest if, during the period (the "Earnout Period") beginning on the first anniversary of the Business Combination (3/13/2026) and ending on the sixth anniversary of the Business Combination (3/13/2031), the closing sale price of one share as reported on NASDAQ is greater than or equal to $15.00 for a period of at least 20 out of 30 consecutive trading days and (ii) the remaining 50% of such shares vest if, during the Earnout Period, the closing sale price of one share as reported on NASDAQ is greater than or equal to $20.00 for a period of at least 20 out of 30 consecutive trading days. In the event of a Change of Control (as defined in the BCA), such shares vest if the consideration is equal to or above such aforementioned price targets, or will be forfeited if such targets are not met. F2 · balance_after: Pursuant to the BCA, the reporting person is also entitled to receive up to 10,016 shares of common stock of the Issuer subject to the following conditions: (i) 50% of such shares vest if, during the period (the "Earnout Period") beginning on the first anniversary of the Business Combination (3/13/2026) and ending on the sixth anniversary of the Business Combination (3/13/2031), the closing sale price of one share as reported on NASDAQ is greater than or equal to $15.00 for a period of at least 20 out of 30 consecutive trading days and (ii) the remaining 50% of such shares vest if, during the Earnout Period, the closing sale price of one share as reported on NASDAQ is greater than or equal to $20.00 for a period of at least 20 out of 30 consecutive trading days. In the event of a Change of Control (as defined in the BCA), such shares vest if the consideration is equal to or above such aforementioned price targets, or will be forfeited if such targets are not met. Read SEC document |
| March 13, 2025 Filed Mar 18, 2025 01:40 UTC | USA Rare Earth, Inc. USAR · Entity 4023 | GrantCommon Stock | 72,870 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001213900-25-024739 · ownership.xml · nonDerivative · entry 1 Kronenfeld David Thomas · CIK 0002059114 · CLO and Corporate Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,870 F1 · price: Upon closing of the business combination (the "Business Combination") between the Issuer (which was formerly known as Inflection Point Acquisition Corp. II or "Inflection Point") and USA Rare Earth, LLC ("USARE") the reporting person acquired these securities in exchange for the reporting person's securities in USARE pursuant to the terms and conditions of the business combination agreement, by and among Inflection Point, USARE and IPXX Merger Sub, LLC (the "BCA"). 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.