As of May 14, 2026, USA Rare Earth's top three insider holders are Mordechai Zev Gutnick (Director, 14.61Mn shares), Mordechai Zev Gutnick (Director, 13.67Mn shares), Point Holdings Ii Llc Inflection (TenPercentOwner, 6.25Mn shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Mordechai Zev Gutnick | - | 0 | 14,610,644 | 22 Apr, 2026 |
| Mordechai Zev Gutnick | - | 0 | 13,671,026 | 17 Mar, 2025 |
| Point Holdings Ii Llc Inflection | - | 6,250,000 | 0 | 14 Mar, 2025 |
| Point Holdings Ii Llc Inflection | - | 6,250,000 | 0 | 14 Mar, 2025 |
| Point Holdings Ii Llc Inflection | - | 6,250,000 | 0 | 14 Mar, 2025 |
| Point Holdings Ii Llc Inflection | - | 6,250,000 | 0 | 14 Mar, 2025 |
| Point Holdings Ii Llc Inflection | - | 6,250,000 | 0 | 14 Mar, 2025 |
| Point Holdings Ii Llc Inflection | - | 6,250,000 | 0 | 14 Mar, 2025 |
| Point Holdings Ii Llc Inflection | - | 6,200,000 | 0 | 19 Nov, 2024 |
| Point Holdings Ii Llc Inflection | - | 6,200,000 | 0 | 19 Nov, 2024 |
| Point Holdings Ii Llc Inflection | - | 6,200,000 | 0 | 19 Nov, 2024 |
| Point Holdings Ii Llc Inflection | - | 6,200,000 | 0 | 19 Nov, 2024 |
| Point Holdings Ii Llc Inflection | - | 6,200,000 | 0 | 19 Nov, 2024 |
| Point Holdings Ii Llc Inflection | - | 6,200,000 | 0 | 19 Nov, 2024 |
| Michael Blitzer | - | 0 | 3,125,000 | 17 Sep, 2025 |
| Capital Advisors, Llc Bayshore | - | 0 | 1,811,815 | 18 Sep, 2025 |
| Michael Blitzer | - | 847,500 | 0 | 29 Jan, 2026 |
| Paul J Kern | - | 179,035 | 0 | 21 Apr, 2026 |
| David Thomas Kronenfeld | Chief Legal Officer | 76,374 | 0 | 17 Feb, 2026 |
| David Thomas Kronenfeld | Clo And Corporate Secretary | 72,870 | 0 | 17 Mar, 2025 |
| Stephen James Ridge | Chief Operating Officer | 66,162 | 0 | 17 Mar, 2025 |
| Tready Smith | - | 0 | 37,073 | 17 Mar, 2025 |
| Carolyn Trabuco | - | 1,300 | 0 | 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.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 15 Apr, 2026 | Mordechai Zev Gutnick | Common Stock, par value $0.0001 per share | A | 939,618 | - | 14,610,644 | I | A |
| 15 Apr, 2026 | Mordechai Zev Gutnick | Common Stock, par value $0.0001 per share | A | 939,618 | - | 14,610,644 | I | A |
| 15 Apr, 2026 | Mordechai Zev Gutnick | Common Stock, par value $0.0001 per share | A | 939,618 | - | 14,610,644 | I | A |
| 15 Apr, 2026 | Mordechai Zev Gutnick | Common Stock, par value $0.0001 per share | A | 939,618 | - | 14,610,644 | I | A |
| 15 Apr, 2026 | Mordechai Zev Gutnick | Common Stock, par value $0.0001 per share | A | 939,618 | - | 14,610,644 | I | A |
| 15 Apr, 2026 | Mordechai Zev Gutnick | Earnout Right to Common Stock | D | 939,618 | - | 939,618 | I | M |
| 15 Apr, 2026 | Mordechai Zev Gutnick | Earnout Right to Common Stock | D | 939,618 | - | 939,618 | I | M |
| 15 Apr, 2026 | Mordechai Zev Gutnick | Earnout Right to Common Stock | D | 939,618 | - | 939,618 | I | M |
| 15 Apr, 2026 | Mordechai Zev Gutnick | Earnout Right to Common Stock | D | 939,618 | - | 939,618 | I | M |
| 15 Apr, 2026 | Mordechai Zev Gutnick | Earnout Right to Common Stock | D | 939,618 | - | 939,618 | I | M |
| 15 Apr, 2026 | Paul J Kern | Common Stock, par value $0.0001 per share | A | 11,211 | - | 179,035 | D | A |
| 15 Apr, 2026 | Paul J Kern | Earnout Right to Common Stock | D | 11,211 | - | 11,212 | D | M |
| 31 Mar, 2026 | William Robert Jr Steele | Restricted Stock Units | A | 63,493 | $0.00 | 63,493 | D | A |
| 19 Mar, 2026 | Thomas Caulfield | Restricted Stock Units | A | 2,548 | $0.00 | 2,548 | D | A |
| 17 Mar, 2026 | Valerie Jacob | Restricted Stock Units | A | 35,244 | $0.00 | 35,244 | D | A |
| 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 |
| 01 Jan, 2026 | Michael Blitzer | Series A Preferred Stock, par value $0.0001 per share | D | 343,157 | - | 0 | I | J |