Through the 90-day period concluding January 14, 2026, USA Rare Earth's top three insider stakeholders include Director Mordechai Zev Gutnick (13.67Mn shares), TenPercentOwner Point Holdings Ii Llc Inflection (6.25Mn shares), TenPercentOwner Capital Advisors, Llc Bayshore (1.81Mn shares).
| 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 | |
| Paul J Kern | 163,125 | 17 Mar, 2025 | |
| David Thomas Kronenfeld | Clo And Corporate Secretary | 72,870 | 17 Mar, 2025 |
| Stephen James Ridge | Chief Operating Officer | 66,162 | 17 Mar, 2025 |
| Tready Smith | 37,073 | 17 Mar, 2025 |
* 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.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 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 | - | - | 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 |
| 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 | |||
| 13 Aug, 2025 | Michael Blitzer | Common Stock, par value $0.0001 per share | A | 2,091,849 | - | 2,091,849 | I | M |
| 13 Aug, 2025 | Michael Blitzer | Common Stock, par value $0.0001 per share | D | 2,091,849 | $15.75 | 0 | I | S |
| 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 | - | - | 11,808,529 | I | |||
| 13 Mar, 2025 | Tready Smith | - | - | 58,777 | I | |||
| 13 Mar, 2025 | Tready Smith | - | - | 3,623,629 | I | |||
| 13 Mar, 2025 | Tready Smith | - | - | 37,073 | I | |||
| 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 | Common Stock, par value $0.0001 per share | A | 58,777 | - | 58,777 | I | A |
| 13 Mar, 2025 | Tready Smith | Common Stock, par value $0.0001 per share | A | 37,073 | - | 37,073 | I | A |
| 13 Mar, 2025 | Tready Smith | Common Stock, par value $0.0001 per share | A | 3,623,629 | - | 3,623,629 | I | A |