USA Rare Earth, Inc. (USAR) Insider Ownership

Historic Insider Ownership Trends

Over the 90-day window ending February 19, 2026, USA Rare Earth's three dominant insider ownership positions are held by Director Mordechai Zev Gutnick (13.67Mn shares), TenPercentOwner Point Holdings Ii Llc Inflection (6.25Mn shares), TenPercentOwner Capital Advisors, Llc Bayshore (1.81Mn shares).

Top Direct Holders

Insider ownership data is derived from the last 60 months of Form 4 SEC filings.
Holder Position Shares Report Date
Mordechai Zev Gutnick 13,671,026 17 Mar, 2025
Point Holdings Ii Llc Inflection 6,250,000 14 Mar, 2025
Capital Advisors, Llc Bayshore 1,811,815 18 Sep, 2025
Michael Blitzer 847,500 29 Jan, 2026
Paul J Kern 163,125 17 Mar, 2025
David Thomas Kronenfeld Chief Legal Officer 76,374 17 Feb, 2026
Stephen James Ridge Chief Operating Officer 66,162 17 Mar, 2025
Tready Smith 37,073 17 Mar, 2025
Carolyn Trabuco 1,300 29 Jan, 2026

* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.

Recent Insider Transactions

Detailed insider trading activity based on Form 4 SEC filings.
Download Data
Transaction Date Insider Name Security Class Transaction Type Shares Traded Price Shares Remaining Ownership Code
12 Feb, 2026 David Thomas Kronenfeld Common Stock, par value $0.0001 per share A 6,977 $21.50 76,374 D J
29 Jan, 2026 Michael Blitzer Common Stock, par value $0.0001 per share A 100,000 $21.44 847,500 D P
29 Jan, 2026 Carolyn Trabuco Common Stock, par value $0.0001 per share A 1,300 $22.60 1,300 D P
01 Jan, 2026 Michael Blitzer Common Stock, par value $0.0001 per share D 562,500 - 0 I J
15 Sep, 2025 Michael Blitzer Common Stock, par value $0.0001 per share D 3,125,000 - 3,125,000 I J
15 Sep, 2025 Capital Advisors, Llc Bayshore Common Stock, par value $0.0001 per share D 1,811,814 - 1,811,815 I J
15 Sep, 2025 Capital Advisors, Llc Bayshore - - 5,904,265 I
15 Sep, 2025 Capital Advisors, Llc Bayshore - - 1,811,815 I
15 Sep, 2025 Capital Advisors, Llc Bayshore Common Stock, par value $0.0001 per share D 5,904,264 - 5,904,265 I J
13 Aug, 2025 Michael Blitzer Common Stock, par value $0.0001 per share D 2,091,849 $15.75 0 I S
13 Aug, 2025 Michael Blitzer Common Stock, par value $0.0001 per share A 2,091,849 - 2,091,849 I M
13 Mar, 2025 Paul J Kern Common Stock, par value $0.0001 per share A 163,125 - 163,125 D A
13 Mar, 2025 Mordechai Zev Gutnick Common Stock, par value $0.0001 per share A 13,671,026 - 13,671,026 I A
13 Mar, 2025 David Thomas Kronenfeld Common Stock A 72,870 - 72,870 D A
13 Mar, 2025 Stephen James Ridge Common Stock A 66,162 - 66,162 D A
13 Mar, 2025 Tready Smith Common Stock, par value $0.0001 per share A 3,623,629 - 3,623,629 I A
13 Mar, 2025 Tready Smith Common Stock, par value $0.0001 per share A 11,808,529 - 11,808,529 I A
13 Mar, 2025 Tready Smith - - 3,623,629 I
13 Mar, 2025 Tready Smith Common Stock, par value $0.0001 per share A 58,777 - 58,777 I A
13 Mar, 2025 Tready Smith - - 58,777 I