USA Rare Earth's top three insider shareholders as of September 09, 2026 are Mordechai Zev Gutnick (Director, 15.55Mn shares), Mordechai Zev Gutnick (Director, 13.67Mn shares), Point Holdings Ii Llc Inflection (TenPercentOwner, 6.25Mn shares).
| # | Insider | Position | Direct | Indirect | Total | Share of Insiders | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Point Holdings Ii Llc Inflection | TenPercentOwner, Other | 12,450,000 | 0 | 12,450,000 | 79.0% | 14 Mar, 2025 |
| 2 | Capital Advisors, Llc Bayshore | TenPercentOwner | 0 | 1,811,815 | 1,811,815 | 11.5% | 18 Sep, 2025 |
| 3 | Michael Blitzer | Director | 877,983 | 0 | 877,983 | 5.6% | 21 May, 2026 |
| 4 | Paul J Kern | Director | 209,518 | 0 | 209,518 | 1.3% | 21 May, 2026 |
| 5 | David Thomas Kronenfeld | Chief Legal Officer | 149,244 | 0 | 149,244 | 0.9% | 17 Feb, 2026 |
| 6 | Stephen James Ridge | Chief Operating Officer | 66,162 | 0 | 66,162 | 0.4% | 17 Mar, 2025 |
| 7 | William Robert Jr Steele | Chief Financial Officer | 42,002 | 0 | 42,002 | 0.3% | 21 May, 2026 |
| 8 | Tready Smith | Director, TenPercentOwner | 0 | 37,073 | 37,073 | 0.2% | 17 Mar, 2025 |
| 9 | Mordechai Zev Gutnick | Director | 30,483 | 0 | 30,483 | 0.2% | 21 May, 2026 |
| 10 | Michael F Senft | Director | 30,483 | 0 | 30,483 | 0.2% | 21 May, 2026 |
| 11 | Otto C Schwethelm | Director | 30,483 | 0 | 30,483 | 0.2% | 21 May, 2026 |
| 12 | Carolyn Trabuco | Director | 18,783 | 0 | 18,783 | 0.1% | 08 Jun, 2026 |
| 13 | Thomas Caulfield | Director | 3,226 | 0 | 3,226 | 0.0% | 07 Jul, 2026 |
Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.
| Date | Insider | Position | Transaction | Shares | Price | Value | Shares Held After | Ownership |
|---|---|---|---|---|---|---|---|---|
| 03 Sep, 2026 | Thrasyvoulos Moraitis | President | Acquired A | 216,541 | $0.00 | $0 | 216,541 | Direct |
| 03 Sep, 2026 | Thrasyvoulos Moraitis | President | Acquired A | 226,373 | $0.00 | $0 | 226,373 | Direct |
| 03 Sep, 2026 | Michael Lawrence Davis | Director | Acquired A | 6,959 | $0.00 | $0 | 6,959 | Direct |
| 19 Aug, 2026 | Carolyn Trabuco | Director | Acquired A | 2,059 | $0.00 | $0 | 2,059 | Direct |
| 19 Jul, 2026 | Michael Blitzer | Director | Acquired A | 133,353 | $0.00 | $0 | 133,353 | Direct |
| 19 Jul, 2026 | Michael Blitzer | Director | Acquired A | 31,427 | $0.00 | $0 | 31,427 | Direct |
| 08 Jun, 2026 | Carolyn Trabuco | Director | Disposed S | 13,000 | $22.77 | $295.98K | 18,783 | Direct |
| 03 Jun, 2026 | Michael F Senft | Director | Acquired A | 6,438 | $0.00 | $0 | 6,438 | Direct |
| 03 Jun, 2026 | Carolyn Trabuco | Director | Acquired A | 6,438 | $0.00 | $0 | 6,438 | Direct |
| 03 Jun, 2026 | Otto C Schwethelm | Director | Acquired A | 6,438 | $0.00 | $0 | 6,438 | Direct |
| 03 Jun, 2026 | Thomas Caulfield | Director | Acquired A | 407 | $0.00 | $0 | 407 | Direct |
| 03 Jun, 2026 | Thomas Caulfield | Director | Acquired M | 2,548 | $0.00 | $0 | 2,955 | Direct |
| 03 Jun, 2026 | Thomas Caulfield | Director | Disposed M | 2,548 | $0.00 | $0 | 0 | Direct |
| 03 Jun, 2026 | Thomas Caulfield | Director | Acquired A | 6,438 | $0.00 | $0 | 6,438 | Direct |
| 20 May, 2026 | Otto C Schwethelm | Director | Acquired M | 18,199 | $22.57 | $410.75K | 18,199 | Direct |
| 20 May, 2026 | Carolyn Trabuco | Director | Acquired M | 18,199 | $22.57 | $410.75K | 19,499 | Direct |
| 20 May, 2026 | Paul J Kern | Director | Acquired M | 18,199 | $22.57 | $410.75K | 197,234 | Direct |
| 20 May, 2026 | Mordechai Zev Gutnick | Director | Acquired M | 18,199 | $22.57 | $410.75K | 18,199 | Direct |
| 20 May, 2026 | Paul J Kern | Director | Acquired M | 12,284 | $22.57 | $277.25K | 209,518 | Direct |
| 20 May, 2026 | Mordechai Zev Gutnick | Director | Acquired M | 12,284 | $22.57 | $277.25K | 30,483 | Direct |