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REX American Resources reported stronger results for the quarter ended April 30, 2026. Net sales were $156.5 million, roughly flat year over year, but net income attributable to common shareholders rose to $18.5 million from $8.7 million as gross profit doubled to $29.1 million.
A key driver was $7.5 million of Section 45Z clean fuel production tax credit income, boosting margins and lowering the effective tax rate to 17.0%. The company ended the quarter with $117.7 million in cash and $246.6 million in U.S. Treasury bill investments, while continuing to invest heavily—$11.6 million this quarter—toward a planned $220–$230 million expansion and carbon sequestration program at its One Earth ethanol plant, funded from existing cash.
Douglas Bruggmen filed a Form 144 notifying proposed dispositions of registered Common shares. The filing lists two recent dispositions: 5,000 shares on 03/31/2026 and 2,000 shares on 04/02/2026. The notice also records prior stock grants of 2,086 (06/17/2024) and 15,914 (06/15/2023).
REX American Resources reported strong fiscal first quarter 2026 results, highlighted by diluted net income per share of $0.56, up from $0.26 a year earlier, its best first quarter on a per-share basis. Net income attributable to common shareholders rose to $18.5 million from $8.7 million, as gross profit more than doubled to $29.1 million, helped by $7.5 million of production tax credit income and lower corn costs.
Net sales and revenue were $156.5 million, slightly below $158.3 million in the prior-year quarter, reflecting lower ethanol pricing, while consolidated ethanol sales volumes reached 71.1 million gallons. The company ended April 30, 2026 with $364.3 million in cash, cash equivalents, and short-term investments and no bank debt, while capital expenditures to date for the One Earth Energy expansion and carbon capture projects totaled $176.3 million against a budget of $220–$230 million.
REX American Resources is asking shareholders to approve several key items at its May 28, 2026 annual meeting, including electing nine directors, an advisory say-on-pay vote, doubling authorized common shares to 90,000,000, and a new 2026 equity incentive plan.
As of April 6, 2026, the company had 32,937,718 common shares outstanding. Executive pay is heavily bonus-based, with annual incentives tied to a non-GAAP measure called Adjusted Net Income, paid 75% in cash and 25% in restricted stock when an equity plan is available. In fiscal 2025, CEO Zafar Rizvi’s total compensation was $5,275,200, producing a CEO pay ratio of 73.4 to 1.
The 2026 Incentive Plan would authorize 1,500,000 shares for stock-based awards, while the expired 2015 plan left the company unable to issue equity in 2025. The board highlights independence of five of nine directors, established board committees, an insider trading policy, and clawback provisions on incentive pay.
REX AMERICAN RESOURCES Corp Chief Financial Officer Douglas Bruggeman reported an open-market sale of 2,000 shares of common stock. The sale took place on April 2, 2026 at a weighted average price of $45.44 per share, with individual trade prices ranging from $45.30 to $45.90.
After this transaction, Bruggeman directly holds 259,170 shares of REX AMERICAN RESOURCES common stock. The filing notes that detailed trade information for each price within the reported range is available upon request.
REX American Resources Corp CFO Douglas Bruggeman reported both an acquisition and a sale of common stock. On September 15, 2025, he acquired 133,085 additional shares at no cost due to a 2-for-1 stock split that occurred on September 8, 2025. On March 31, 2026, he executed an open-market sale of 5,000 common shares at a weighted average price of $45.41 per share, with individual trade prices ranging from $45.32 to $45.55. After the sale, he directly owned 261,170 common shares.
Rex American Resources filed a Form 144 reporting an intended sale of 25,000 shares of Common Stock. The filing lists J.P. Morgan Securities LLC as the broker and shows a filing date of 03/31/2026 and the NYSE as the market. The notice also lists prior stock awards dated 06/15/2021, 06/15/2023, and 06/17/2024 with associated share counts.
REX American Resources director and Executive Chairman Stuart A. Rose reported a bona fide gift of 22,000 shares of common stock. The shares were transferred by The Stuart Rose Family Foundation, an Ohio nonprofit corporation he leads, to a charitable nonprofit organization. Following the transaction, foundation-related indirect holdings were 2,328,324 shares, and Rose also held 640,733 shares directly.
REX American Resources reported stronger results for fiscal 2025, with net income attributable to common shareholders of approximately $83.0 million versus $58.2 million in 2024, helped by lower effective taxes from 45Z production tax credits on ethanol output. Gross profit improved as crush spreads widened despite volatile corn and ethanol prices.
The company’s three ethanol ventures, owning six plants, shipped about 722 million gallons of ethanol in the year, with REX’s effective share around 294 million gallons. REX is investing heavily in carbon sequestration and capacity expansion at its One Earth Energy plant, budgeting roughly $220–$230 million and funding this from cash. If successful, these projects are expected to position the plants to benefit from federal 45Q and extended 45Z tax credits tied to carbon intensity reductions.
Regulatory and execution risks are significant. Carbon capture projects at One Earth and NuGen face evolving federal and state permitting frameworks, including Illinois’ new carbon capture law and legal challenges impacting partner Summit Carbon Solutions. As of January 31, 2026, REX had 32,937,718 shares outstanding, 132 employees, and authorization to repurchase up to 2,357,186 additional shares.