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ioneer Ltd filings document a foreign private issuer developing the Rhyolite Ridge Lithium-Boron Project in Nevada. Form 6-K reports include quarterly activities updates, federal permit and court disclosures, equity placement materials, securities quotation notices for ordinary shares, and investor presentations connected to the company’s lithium-boron development work.
The filing record also includes annual general meeting materials, proxy and voting procedures, a corporate governance statement, ASX Appendix 4G disclosures, and references to technical reporting under SEC Regulation S-K Subpart 1300. These documents address governance, capital structure, project economics, environmental and permitting matters, and risks associated with bringing Rhyolite Ridge toward production.
ioneer Ltd reported that Vice President of Human Resources Kenneth D. Coon acquired 150,926 ordinary shares on July 1, 2026 through a grant or award. This reflects performance units converting into the right to receive an equal number of ordinary shares. Following this transaction, Coon directly holds 3,589,888 ordinary shares.
ioneer Ltd reported that VP Commercial Sales & Marketing Nagai Yoshio acquired 159,982 Ordinary Shares on July 1, 2026 as a grant/award at no cash cost. The shares resulted from the conversion of 159,982 performance units into an equivalent right to receive Ordinary Shares, bringing his direct holdings to 8,095,472 shares.
ioneer Ltd senior vice president of engineering operations Matthew Weaver reported a compensation-related share award. On July 1, 2026, he acquired 391,277 Ordinary Shares at no cash cost, following the conversion of 391,277 performance units into the right to receive the same number of shares. After this award, he directly holds 11,551,004 Ordinary Shares.
Ioneer Ltd reports that it has received a conditional award from the U.S. Army for a long-term land lease at the Tooele Army Depot in Utah to develop a critical mineral processing facility. Ioneer is one of only four companies selected under this program.
The facility is intended to support a secure domestic boron supply chain, leveraging Ioneer’s construction-ready Rhyolite Ridge Lithium-Boron Project, which hosts a major undeveloped boron ore reserve. The leases use the Army’s Enhanced Use Lease model, where private lessees fund, build, operate, and decommission facilities without taxpayer dollars, with development targeted to begin as early as 2027 and initial operating capability by or before 2028.
Ioneer Ltd has entered into strategic, non-binding letters of intent with Korea’s public infrastructure investor KIND and Hyundai Engineering to help advance its Rhyolite Ridge Lithium-Boron Project in Nevada, described as the only known lithium-boron reserve in North America in active development.
Ioneer has invested more than $220 million in the project since 2016 and completed over 70% of advanced engineering. The company is targeting a Final Investment Decision in the second half of 2026, with first commercial production expected in 2029. Updated economics released in October 2025 forecast annual production of 27,800 tonnes of lithium hydroxide and 135,500 tonnes of boric acid.
Rhyolite Ridge is expected to create and support 275–300 permanent onsite jobs once operational and benefits from a US$996 million loan closed with the U.S. Department of Energy’s Office of Energy Dominance Financing in January 2025 and prior offtake agreements with Ford, Prime Planet Energy & Solutions, and EcoPro Innovation. The LOIs do not yet create binding obligations for KIND or Hyundai Engineering.
Ioneer Ltd reported results of its 2026 Annual General Meeting, where all resolutions were passed by poll, including the remuneration report, director re‑elections and multiple Performance Rights issues in lieu of directors’ fees.
The AGM materials and Managing Director presentation highlight the Rhyolite Ridge Lithium-Boron Project, with a stated NPV of $2.3B, a levered IRR of 23.2%, and a 77‑year mine life based on a 265Mt Ore Reserve. The project is described as fully permitted and shovel ready, supported by a US$996 million U.S. Department of Energy loan, lithium and boron offtake agreements, and positioning within U.S. critical mineral and battery supply chains. Management reiterates its focus on securing equity financing and reaching a Final Investment Decision while noting a Nevada District Court ruling upholding the federal permit and ongoing environmental measures such as cultivating Tiehm’s buckwheat.
Ioneer Ltd reported its March 2026 quarter, highlighting project, financing and permitting milestones for the Rhyolite Ridge lithium-boron project. The company completed an equity placement of 400,000,000 new shares for gross proceeds of A$72 million (about US$50 million), lifting cash and cash equivalents to US$61.863 million as of 31 March 2026.
Net operating cash outflow was US$1.768 million, with a further US$2.057 million capitalised into exploration and evaluation. This supports an estimated 16.2 quarters of funding at current spending levels. A U.S. federal court upheld the project’s federal Record of Decision, though opponents have appealed to the Ninth Circuit.
Ioneer advanced strategic partnering discussions expected to conclude by the end of the June quarter, continued environmental permitting compliance, reported no workplace injuries, and progressed conservation work for Tiehm’s buckwheat. Pre‑feasibility studies on battery-grade lithium carbonate and boron carbide remain targeted for completion by the end of Q2 2026.
Ioneer Ltd filed a transition Form 20-F covering July 1 to December 31, 2025, outlining progress and risks for its Rhyolite Ridge lithium-boron project in Nevada. The company holds 100% of the project, which it expects to become a long-life, low-cost source of lithium and boron.
Ioneer secured a US$996 million U.S. Department of Energy loan commitment under the Advanced Technology Vehicles Manufacturing program to support an on-site processing facility, while total project capital expenditure is now estimated at US$1,683.2 million. As of December 31, 2025, the company had invested US$209.0 million in Rhyolite Ridge.
The report highlights federal permitting completion, ongoing appeals litigation, a strategic partnering process expected to conclude in the first half of 2026, significant funding needs beyond the DOE loan, and extensive risk factors, including cost inflation, permitting and environmental challenges, mining execution, capital market access, ADS market volatility and potential adverse U.S. tax treatment as a passive foreign investment company.
Ioneer Ltd outlines items for its fully virtual 2026 annual general meeting on 21 May 2026, including consideration of the Additional Annual Report for the six months to 31 December 2025 and an advisory vote on the Remuneration Report. Shareholders are asked to re-elect directors Rose McKinney-James and James D. Calaway and approve issuing Performance Rights to five directors in lieu of part of their fees, based on a 10‑day VWAP formula. Another resolution seeks ratification of a prior issue of 400,000,000 shares at $0.18 each to placement investors so these securities no longer count toward the company’s 15% ASX placement capacity. A contingent ‘spill’ resolution could require a further shareholder meeting to re-elect the board if at least 25% of votes oppose the Remuneration Report, with the board recommending votes against this spill resolution.
ioneer Ltd director Alan Davies has filed an initial ownership report showing substantial holdings in the company’s Ordinary Shares. He directly holds 3,485,583 Ordinary Shares, including 188,083 time-based units scheduled to vest on November 2, 2026. An additional 2,616,649 Ordinary Shares are reported as indirectly held through Diversa Trustees Limited as trustee for the HUB24 Super Fund. This filing records existing ownership positions rather than new share purchases or sales.