Welcome to our dedicated page for REX AMERICAN RESOURCES SEC filings (Ticker: REX), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
REX American Resources Corporation filings document an operating ethanol producer’s financial results, governance matters, and common-stock capital structure. Form 8-K reports furnish quarterly and full-year results press releases, including disclosures about net sales and revenue, gross profit, ethanol sales volumes, corn costs, ethanol and corn oil pricing, and crush-margin conditions.
Proxy materials cover annual meeting voting matters such as board elections, executive compensation, incentive plan approval, auditor ratification, and authorized common-stock proposals. Other event disclosures address common-stock capital actions and related share adjustments under an equity plan.
REX American Resources Corporation (REX) reported sharply improved results for the quarter ended July 31, 2026, driven by strong crush margins and new U.S. clean fuel production tax credits. Net sales were $168.5 million, up from $158.6 million, and net income attributable to common shareholders rose to $34.9 million from $7.1 million, or $1.06 per diluted share versus $0.22.
For the first six months, net sales reached $325.0 million and net income attributable to common shareholders increased to $53.4 million from $15.8 million, helped by $26.0 million of Section 45Z production tax credit income recorded in gross profit. REX early adopted ASU 2025‑10, treating these credits under an income model and recognizing a $26.0 million production tax credit asset classified as Level 3. Despite higher SG&A from bonuses and equity awards, operating cash flow was $38.0 million and the balance sheet remained highly liquid with $91.3 million in cash and $288.2 million in U.S. Treasury bills as of July 31, 2026. REX continues to invest heavily in its One Earth carbon sequestration project and plant expansion to enhance eligibility for Section 45Z and potential Section 45Q tax credits.
REX AMERICAN RESOURCES Corp (REX) reported that it released financial results for its latest quarter. On September 2, 2026, the company announced results for the three- and six-month periods ended July 31, 2026, through a press release that is furnished as an exhibit to this current report.
The report itself mainly identifies the disclosure of these operating and financial results and lists the press release as Exhibit 99, along with the related Inline XBRL cover page data file.
REX American Resources updated employment agreements for Executive Chairman Stuart A. Rose, CEO Zafar A. Rizvi, and CFO Douglas L. Bruggeman, effective as of February 1, 2026. The new contracts significantly raise their potential annual cash bonuses and clarify severance and change-in-control protections.
Rose’s maximum annual bonus increases from $2,500,000 to $4,000,000, with a termination bonus cap rising from $3,000,000 to $5,000,000, and an annual base salary of $225,000. Rizvi’s maximum annual bonus rises from $5,000,000 to $12,000,000, with a termination bonus cap also moving from $6,000,000 to $12,000,000 and base salary of $275,000. Bruggeman’s maximum annual bonus increases from $2,500,000 to $4,000,000, his termination bonus cap from $3,000,000 to $5,000,000, and base salary is set at $300,000.
Each agreement details payments upon various termination scenarios, including “For Cause,” death or disability, voluntary termination (subject to service and age conditions), and termination for “Good Reason” following a “Change in Control,” as well as continued eligibility to exercise incentive awards, customary benefits, and one-year post-employment non-compete and confidentiality restrictions.
REX AMERICAN RESOURCES Corp director and Executive Chairman of the Board Stuart A. Rose reported an open-market sale of 15,186 shares of common stock on June 18, 2026 at a weighted average price of $43.6435 per share. After this direct sale, he held 573,094 directly owned shares of common stock. A separate entry shows an additional 2,328,324 shares of common stock held indirectly by a foundation, reflecting indirect ownership as of the same date. The sale price was reported as a weighted average for multiple trades executed between $43.50 and $43.92 per share.
REX AMERICAN RESOURCES executive chair Stuart A. Rose reported an open-market sale of common stock. On June 17, 2026, he sold 69,335 shares of common stock at a weighted average price of $43.7694 per share, in multiple trades between $43.50 and $44.23. Following the sale, Rose directly owns 588,280 shares and has indirect ownership of 2,328,324 shares held by a foundation.
FISHER LEE reported acquisition or exercise transactions in this Form 4 filing.
REX American Resources Corp director Lee Fisher received two restricted stock awards of common stock on June 15, 2026, for 2,096 and 2,327 shares, both granted at no cash purchase price. After these awards and prior adjustments, Fisher directly holds 18,615 REX common shares. A 2-for-1 stock split in September 2025 previously added 7,096 shares to this holding.
REX American Resources Corp director Alphonso Mervyn L reported equity compensation in the form of restricted common stock. On June 15, 2026, he acquired 2,327 shares and 2,096 shares of common stock at a stated price of $0.00 per share, reflecting stock awards rather than market purchases.
According to the footnotes, one restricted stock grant vests in one-third increments with the first third vesting immediately and the remaining portions on the first two anniversaries of the grant. The other grant vests in one-third increments on each of the first three anniversaries of the grant, tying compensation to multi‑year service.
KRESS EDWARD M reported acquisition or exercise transactions in this Form 4 filing.
REX AMERICAN RESOURCES Corp director and secretary Edward M. Kress received two restricted stock awards of common stock. One grant covers 2,327 shares that vest in one-third increments, with the first third vesting immediately and the remaining two thirds on the first two anniversaries of the grant. A second grant of 2,096 shares vests in one-third increments on each of the first three anniversaries of the grant. These awards are stock-based compensation, not open-market purchases or sales.
REX American Resources director Charles A. Elcan reported receiving two stock awards. On June 15, 2026, he acquired 2,327 and 2,096 shares of common stock as grants at a stated price of $0.00 per share. Following these awards, one reported line shows he directly holds 117,099 common shares.
Footnotes explain that the awards are restricted stock. One grant vests in one-third increments, with the first third vesting immediately and the remaining two-thirds on the first two anniversaries. The other grant vests in one-third increments on each of the first three anniversaries of the grant.
HARRIS DAVID reported acquisition or exercise transactions in this Form 4 filing.
REX AMERICAN RESOURCES Corp director David Harris reported equity compensation awards rather than market purchases. On June 15, 2026, he received two grants of common stock totaling 2,909 and 3,144 shares at no cash cost. These are described as Restricted Stock, vesting in one-third increments over three years, with a portion vesting immediately and the remainder on the first and second or first, second, and third anniversaries of the grant.