USA Rare Earth, Inc.

USARCIK 0001970622 · Every Form 4 filed by insiders at this issuer. See financials →

Annual report (10-K)

Latest 10-K filed Mar 30, 2026. Sentiment + YoY language diff vs prior year. Read sections →

Signal:NeutralFull-doc fallback

Full filing:tone -0.0113

Sentiment via Loughran-McDonald lexicon · YoY diff via Jaccard similarity + paragraph set difference.

Recent 8-K announcements

Per-item disclosure feed. Item 2.02 is the earnings release.

Jun 4, 20265.07 · Submission Jun 3, 2026no items parsed Jun 2, 2026no items parsed May 13, 2026no items parsed May 13, 2026no items parsed

YoY shift: Unscored

Year-over-year tone shift - average net-tone change across Risk Factors and MD&A vs the prior 10-K.

Why YoY instead of absolute: the LM lexicon has ~6.6× more negative words than positive (legal/risk-disclosure language is heavy on hedging), so every 10-K reads bearish on raw tone. Year-over-year change strips that bias and surfaces the actual shift in management's framing.

Per-snippet highlights

Sentence-level sentiment highlighting with category and subcategory filters is coming once the snippet-scoring pipeline lands. For now, dig into the actual section text on the Sections tab.

Top insiders

Most active reporters at USA Rare Earth, Inc.

Name	Roles	Filings
Kronenfeld David Thomas	Officer	4
Schwethelm Otto C	Director	4
Senft Michael F	Director	4
Steele William Robert Jr	Officer	4
Smith Tready	Director10% Owner	3

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All filings

57 Form 4 / 4-A filings, newest first

Filed	Insider	Top transaction	Shares	Price	Value
May 21, 2026	Schwethelm Otto C Director	MExercise	18,199	$22.57	$410,751
May 21, 2026	Kern Paul J Director	MExercise	18,199	$22.57	$410,751
May 21, 2026	Blitzer Michael Director	MExercise	12,284	$0.00	$0
May 21, 2026	Senft Michael F Director	MExercise	18,199	$22.57	$410,751
May 21, 2026	Gutnick Mordechai Zev Director	MExercise	18,199	$22.57	$410,751

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Filed		Top transaction	Shares	Price	Value