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.
Stuart A. Rose reported beneficial ownership of 2,851,418 shares of REX American Resources Corp. common stock, equal to 8.6% of the class. He reported sole voting and sole dispositive power over those shares.
REX director Lee Fisher donated 555 directly held common shares to a donor-advised fund on October 9, 2026. The fund will use the gifted shares for charitable purposes. Fisher reported directly holding 18,060 shares after the transfer.
REX American Resources reported that the Stuart Rose Family Foundation sold 50,000 shares on September 30, 2026, at a weighted average price of $42.5507 per share; the reported transactions ranged from $42.335 to $42.915 per share. The Foundation's reported indirect holdings after the sale were 2,278,324 shares, while Stuart A. Rose's reported direct holdings were 573,094 shares. Rose is listed as an officer and director (Executive COB) and is the Foundation's sole Member and Trustee, Chief Executive Officer, President and Treasurer. No Rule 10b5-1 plan is reported.
REX American Resources Corp is the issuer named in a notice listing 50,000 common shares for sale by the Stuart A. Rose Family Foundation. The notice identifies Stuart A. Rose as an affiliate and the Foundation’s sole Member and Trustee, and gives the shares an aggregate market value of $2,129,500.
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.