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USAR · Usa Rare Earth, Inc.
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USAR USA Rare Earth (USAR) Insider Trading, Ownership & Congress Trades

Mining & Metals · Metal mining · CIK 0001970622
Quote by TradingView
Activist 13DForm 144 · 1
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
278
13F, latest reported quarter
Conversions, 180 days
18
Codes C/M, not in net · $8.2M priced

What the filings say about USAR

Insiders, 180 days
-$1.5M net sold
2 sellers · 0% of sales under a 10b5-1 plan
Planned sales (Form 144), 90 days
$1.2M
1 notice
Activist stakes (13D), 180 days
1 filing
Largest: 7.9% of the class

USA Rare Earth insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

Over the last 180 days, USA Rare Earth, Inc. insiders sold a net $1.5M of stock across 5 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-27.

Insider
Filed
Shares
Value
Since filing
Humpton Barbara
Former Chief Executive Officer
SELL
2026-10-05 SECtraded 2026-10-02
88,391
$1.2M
-35.2%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 67.5% of the 130,939 shares held after it.
  • No other insider sold within 30 days.
  • 278 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Former Chief Executive Officer Humpton Barbara sold about $1.2M of USAR on Oct 2, 2026, the largest insider sale at the company since 2025; 278 funds added in the latest 13F quarter.
Trabuco Carolyn
Director
SELL
2026-06-08 SEC
13,000
$296.0K
-57.4%
Context
  • 1 earlier Form 4 trade (code P or S) here by this insider (1 buy), the last on Jan 29, 2026.
  • The trade is 69.2% of the 18,783 shares held after it.
  • No other insider sold within 30 days.
  • 278 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Trabuco Carolyn sold about $296.0K of USAR on Jun 8, 2026; 278 funds added in the latest 13F quarter.
Trabuco Carolyn
Director
BUY
2026-01-29 SEC
1,300
$29.4K
-60.3%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 100.0% of the 1,300 shares held after it.
  • 1 other insider bought within 30 days.
  • 278 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Trabuco Carolyn bought about $29.4K of USAR on Jan 29, 2026, the largest insider purchase at the company on our record; 1 other insider bought within 30 days and 278 funds added in the latest 13F quarter.
BLITZER MICHAEL
Director
BUY
2026-01-29 SEC
100,000
$2.1M
-60.3%
Context
  • 1 earlier Form 4 trade (code P or S) here by this insider (1 sale), the last on Aug 13, 2025.
  • The trade is 11.8% of the 847,500 shares held after it.
  • 1 other insider bought within 30 days.
  • 278 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director BLITZER MICHAEL bought about $2.1M of USAR on Jan 29, 2026, the largest insider purchase at the company on our record; 1 other insider bought within 30 days and 278 funds added in the latest 13F quarter.
BLITZER MICHAEL
Director
SELL
2025-08-15 SECtraded 2025-08-13
2,091,849
$32.9M
-43.2%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • No other insider sold within 30 days.
  • 278 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director BLITZER MICHAEL sold about $32.9M of USAR on Aug 13, 2025, the largest insider sale at the company on our record; 278 funds added in the latest 13F quarter.
5 transactions on record · a thin record, read with care
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
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Seven facts, ranked against the sector · Rank is not a forecast
Insiders
net -$1.5M over 180 days
-$1.2M over 90 days
below 68% of Mining & Metals
Congress
no House purchase disclosed in the last 12 months
Funds
278 funds bought in last quarter
more than 87% of Mining & Metals
Revenue
no revenue reported in any filing
Margin
-18110.7% net margin
the lowest in Mining & Metals
Buybacks
no share repurchases reported
Short interest
24.8% of the float short (float per yahoo 2026-10-26) · 3.3 days to cover · settled 2026-09-30
the highest in Mining & Metals
The situation: each line is one rule over one dataset
VB (Rare Earths) Ltd disclosed a 5%+ stake (7.9%) in the last six months.
What changed in the last 30 days
Oct 5Former Chief Executive Officer Humpton Barbara sold $1.2M (Oct 2)
Oct 2Former Officer and Director Humpton Barbara filed to sell $1.2M by Oct 2 (Form 144)
Why it matters
A Form 144 is a notice of intent to sell; the sale may not happen, and it says nothing about the price.

Watch USAR

A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.

The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-63.6%12M
-64%-34%-4%+26%2025-102025-122026-022026-042026-062026-082026-10 2026-01-29 · BLITZER MICHAEL bought $2.1M2026-10-02 · Humpton Barbara sold $1.2M2026-06-08 · Trabuco Carolyn sold $296.0K2026-01-29 · Trabuco Carolyn bought $29.4K2026-09-11 · VB (Rare Earths) Ltd filed a 5%+ stake (7.9%)2026-09-11 · Vision Blue Resources Ltd filed a 5%+ stake (7.9%)2026-10-02 · Humpton Barbara filed to sell $1.2M
Insider buyInsider sell13D/G stakeForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns USAR: institutional holders (13F)

13F holdings, latest reported quarter
BlackRock, Inc.
15,560,453 sh
$335.8M
STATE STREET CORP
13,522,226 sh
$291.8M
Alyeska Investment Group, L.P.
11,290,321 sh
$243.6M
UBS Group AG
8,913,844 sh
$192.4M
VANGUARD CAPITAL MANAGEMENT LLC
8,240,608 sh
$177.8M

Congress trades in USAR

No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.

Activist and 5% holders (13D/13G)

13D: intends to influence · 13G: passive
VB (Rare Earths) Ltd
Activist 13D · 2026-09-11
7.9%
Vision Blue Resources Ltd
Activist 13D · 2026-09-11
7.9%

USAR planned insider sales (Form 144)

Notice of intent to sell, filed before any sale
Humpton Barbara
Filed 2026-10-02
$1.2M

USAR mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
Sprott Rare Earths Ex-China ETF
$2.7M position · as of 2026-06-30
4.9%
State Street(R) SPDR(R) S&P(R) Metals & Mining ETF
$195.8M position · as of 2026-06-30
4.5%
Invesco Dorsey Wright Basic Materials Momentum ETF
$938.8K position · as of 2026-07-31
1.3%
Invesco WilderHill Clean Energy ETF
$4.7M position · as of 2026-07-31
1.1%
Sprott Active Metals & Miners ETF
$682.7K position · as of 2026-06-30
0.8%
Artisan Small Cap Fund
$6.6M position · as of 2026-06-30
0.7%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
An activist crossed the 5% line with declared intent.
The record shows a net $1.5M sold by insiders over 180 days, 278 funds added last quarter, $1.2M in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector by SEC SIC code
MPTGNUENEMIEHYMCNWPXATIUUUUCRSLEUUSLM

USAR financials

Net margin
-18110.7%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
n/a
fewer than four consecutive quarters of revenue filed
Net margin, TTM
n/a
needs four consecutive quarters of both revenue and net income
Free cash flow, TTM
-$245.5M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Debt to equity
n/a
no debt line filed
Cash flow to debt
n/a
no debt line filed
Return on equity
-23.6%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets
-17.9%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on invested capital
n/a
tax provision or pre-tax income not filed for the four quarters
Return on capital employed
-8.0%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
P/E, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
Enterprise value
n/a
no debt line filed
FCF yield
-20.8%
TTM free cash flow over market value at close 2026-10-26
PEG, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
2025-122024-12
Revenue$1.6M$0
Gross profit$195.0K$0
Operating income-$59.5M-$15.6M
Net income-$297.6M-$15.7M
EPS (diluted)-3.31-0.40
Operating cash flow-$49.0M-$13.0M
Cash$359.9M$16.8M
Buybacksn/a$246.9M
SEC XBRL, fiscal years, as known on 2026-10-27

USAR Stock Sonar score 4/7 axes

Find similar shapesCompare

USAR ranks highest on institutional and government (60th percentile) and profitability (43rd), and lowest on risk and compliance (7th), among Mining & Metals peers.

Profitability
43
Inputs
  • Return on equity-23.6% · 35 pct, sector of 89
  • Return on assets-17.9% · 44 pct, sector of 114
  • Return on invested capitaltax provision or pre-tax income not filed for the four quarters
  • Return on capital employed-8.0% · 49 pct, sector of 69
Insider conviction
14
Inputs
  • Net Form 4 buying (codes P and S), 180d-$1.5M · 28 pct, sector of 69
  • Insider buyers, 180d0 · 0 pct, sector of 70
Institutional and government
60
Inputs
  • Funds adding, latest quarter278 · 87 pct, sector of 152
  • Congress net buyers, 365dno Congress trades in 365 days
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quarters$200K · 34 pct, sector of 51
Risk and compliance
7
Inputs
  • Short interest, % of float+24.8% · 2 pct, sector of 252
  • Recalls per $1B revenue, 3yrevenue under $50M or not filed, so a count cannot be scaled to size
  • EPA cases per $1B revenue, 5yrevenue under $50M or not filed, so a count cannot be scaled to size
  • New text in Risk Factors, latest 10-K+30.9% · 12 pct, sector of 76
3 not measured: Financial health, Growth, US patents
  • Financial health needs 1 of 2 inputs, 0 present: no debt line filed
  • Growth needs 1 of 2 inputs, 0 present: no backlog line filed, or no year-earlier backlog; no revenue for this year and the year before
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

4 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

USAR filings, in plain words

Are USA Rare Earth insiders buying or selling USAR?

In the 180 days to 2026-10-27, USA Rare Earth insiders were net sellers, a net $1.5M across purchases and sales reported on Form 4, by 2 sellers.

Are there planned insider sales of USAR?

Yes. 1 Form 144 notice of planned insider sales was filed in the 90 days to 2026-10-27, covering $1.2M of stock; the latest, by Humpton Barbara, was filed 2026-10-02.

Read the full summary

In the 180 days to 2026-10-27, USA Rare Earth insiders were net sellers of USAR, a net $1.5M across purchases and sales reported on Form 4 by 2 sellers. Insiders filed 1 Form 144 notice of intent to sell in the 90 days to 2026-10-27, covering $1.2M of stock. 1 activist Schedule 13D filing in the last 180 days declared an intent to influence the company, the largest for 7.9% of the class. Each figure is counted from SEC and House filings as of 2026-10-27, dated the day the filing was made public.

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