MP Materials Corp. / DE (MP) SEC Filings, Jan-Mar 2026

MP affiliate submitted a Form 144 proposing the sale of 46,000 shares of common stock for an aggregate of $2,760,055.00 through RBC Capital Markets LLC. The filing lists 177,230,483 shares outstanding as of 03/17/2026.

The notice shows recently vested RSU lots dated 01/01/2026 (19,272 shares), 01/14/2026 (11,010), 01/13/2026 (9,521), and 01/12/2026 (6,197), which are listed under the securities to be sold.

MP Materials Corp Form 144 notice documents holdings related to a recent insider sale and a performance‑unit vesting. The filing shows a Performance Unit Vest on 01/12/2026 for 13,914 units. It reports Elliot Hoops sold 7,823 shares on 01/20/2026 for $533,569.28.

MP Materials Corp. describes a rapidly expanding, vertically integrated rare earth business centered on its Mountain Pass mine and Independence magnet facility. The company now operates two segments: Materials, which produces NdPr and other rare earth oxides, and Magnetics, which has begun manufacturing NdFeB permanent magnets.

A transformational public‑private partnership with the U.S. Department of War underpins major growth projects, including expanding the Independence Facility, building a second 10X magnet plant, and adding heavy rare earth refining. The DoW guarantees at least $140 million of EBITDA at the 10X Facility and provides NdPr price floor protection at $110 per kg.

Long‑term supply agreements with General Motors and Apple position MP as a key U.S. supplier of magnets and recycled rare earth feedstock. The company highlights cost advantages, sustainability initiatives, and tight labor retention, but also details extensive regulatory, commodity price, execution, and covenant risks tied to its government partnership and debt.

MP Materials Corp. reported fourth-quarter and full-year 2025 results highlighting rapid growth in rare earth production and new downstream businesses. Fourth-quarter revenue was $52.7 million, down 14% year-over-year after stopping rare earth concentrate sales to China, but the company generated net income of $9.4 million and Adjusted EBITDA of $39.2 million versus a loss a year ago, helped by $51.0 million of price protection income from a new agreement with the U.S. Department of War.

For 2025, revenue rose 10% to $224.4 million, while net loss widened to $85.9 million and Adjusted EBITDA improved to $11.4 million from a $50.2 million loss. The company produced a record 2,599 metric tons of NdPr oxide, up 101%, and 50,692 metric tons of rare earth oxides in concentrate, up 12%. A new Magnetics segment delivered $66.9 million of magnetic precursor products revenue and positive segment Adjusted EBITDA. MP secured a $200 million incentive package for a new 10X magnetics facility in Texas, entered a “transformational” public‑private partnership with the Department of War, and signed long-term magnet and recycling agreements, including with Apple, while ending the year with $1.83 billion in cash, cash equivalents and short‑term investments.

Bank of Nova Scotia has disclosed a minority stake in MP Materials Corp. The filing reports beneficial ownership of 6,795,441 shares of MP Materials common stock, representing 3.72% of the outstanding class as of the reporting date of 12/31/2025. The bank reports sole power to vote and dispose of all of these shares, with no shared voting or dispositive power.

The Bank of Nova Scotia is classified in this filing as a parent holding company under Rule 13d-1(b)(1)(ii)(G), and states that it owns 5 percent or less of the class. This Schedule 13G/A is an amended institutional ownership report and does not describe any transaction terms, only the level of beneficial ownership and control rights over the shares.

MP Materials Corp.'s General Counsel and Secretary, Elliot Dean Hoops, reported a planned stock sale under a pre-arranged Rule 10b5-1 trading plan. On January 20, 2026, he sold 7,823 shares of common stock at a weighted average price of $68.21 per share, with individual trades executed between $68.00 and $68.55. Following the sale, he beneficially owned 74,967 shares directly and an additional 1,000 shares indirectly held by his spouse.

MP Materials Corp. Chief Accounting Officer reports tax-related share withholding. On January 22, 2026, 1,198 shares of common stock were withheld at a price of $68.37 per share to cover tax obligations arising from the vesting of restricted stock units on the same date. After this withholding, the officer beneficially owned 49,246 shares of MP Materials common stock directly.

MP Materials Corp. has a planned sale notice under SEC Rule 144 for 7,823 shares of common stock, with an aggregate market value of $533,569.28. The shares are to be sold through Merrill on the NYSE, with an approximate sale date of 01/20/2026. MP Materials had 177,230,483 shares of common stock outstanding at the time stated.

The securities to be sold come from restricted stock that vested on 01/12/2026 and 01/13/2026, in amounts of 3,942 and 3,881 common shares, respectively, acquired from MP Materials Corp. The person for whose account the securities are to be sold represents that they do not know of any undisclosed material adverse information about the issuer’s current or prospective operations.

MP Materials Corp. reported that its General Counsel and Secretary, Elliot D. Hoops, had restricted stock units vest and related tax share withholdings in mid-January 2026. On January 12, 2026, he acquired 8,722 shares of common stock from time-based RSUs and 22,942 shares from performance-based RSUs at no cost, following the completion of a performance period and certification of pre-set performance conditions.

To cover tax obligations from these vestings, the company withheld shares on several dates, including 9,028 and 4,526 shares on January 12, 3,769 shares on January 13, and 1,300 shares on January 14 at stated market prices. After these transactions, Hoops directly beneficially owned 82,790 shares of MP Materials common stock and indirectly held an additional 1,000 shares through his spouse.