USA Rare Earth director exercises 30,483 RSUs
USA Rare Earth, Inc. director Michael F. Senft exercised restricted stock unit awards into common stock.
Sentiment and the balance of points
Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.
Form Type
4
Rhea-AI Filing Summary
USA Rare Earth, Inc. director Michael F. Senft exercised restricted stock unit awards into common stock. On May 20, 2026, RSUs covering a total of 30,483 shares vested and were converted into common shares, with no sales reported. Following these transactions, he holds 30,483 common shares directly.
Insider Trade Summary
30,483 shares exercised/converted
Exercise
4 txns
Insider
Senft Michael F
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Restricted Stock Units | 18,199 | $22.57 | $411K |
| Exercise | Restricted Stock Units | 12,284 | $22.57 | $277K |
| Exercise | Common Stock, par value $0.0001 per share | 18,199 | $22.57 | $411K |
| Exercise | Common Stock, par value $0.0001 per share | 12,284 | $22.57 | $277K |
Holdings After Transaction:
Restricted Stock Units — 0 contracts (Direct);
Common Stock, par value $0.0001 per share — 30,483 shares (Direct)
Footnotes (2)
- F1. The restricted stock unit fully vested on May 20, 2026.
- F2. Each restricted stock unit represents the right to receive, at settlement, one (1) share of the Issuer's common stock.
Key Figures
RSUs converted (lot 1): 12,284 shares
RSUs converted (lot 2): 18,199 shares
Total RSUs exercised: 30,483 shares
+2 more
5 metrics
RSUs converted (lot 1)
12,284 shares
Common stock received from RSU conversion on May 20, 2026
RSUs converted (lot 2)
18,199 shares
Common stock received from RSU conversion on May 20, 2026
Total RSUs exercised
30,483 shares
Exercise or conversion of derivative securities reported in transaction summary
Shares owned after transactions
30,483 shares
Common stock beneficially owned directly after May 20, 2026 events
Transaction price per share
$22.57 per share
Price per share reported for the non-derivative entries
Key Terms
Restricted Stock Units, derivative security, beneficially owned, exercise or conversion
4 terms
Restricted Stock Units financial
"security_title: "Restricted Stock Units""
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
derivative security financial
"transaction_code_description: "Exercise or conversion of derivative security""
A derivative security is a financial contract whose value comes from the price or performance of something else, such as a stock, bond, commodity, or market index. For investors it acts like an insurance policy or a wager: it can be used to protect against losses, lock in prices, or amplify gains and losses, so it can change a portfolio’s risk and potential return without owning the underlying asset directly.
beneficially owned financial
"total_shares_following_transaction field indicates shares beneficially owned after transaction"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
exercise or conversion financial
"transaction_action: "derivative exercise/conversion" for RSU settlements"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What did USA Rare Earth (USAR) director Michael F. Senft report in this Form 4?
Michael F. Senft reported the vesting and settlement of restricted stock units into USA Rare Earth common stock. RSUs converted into 30,483 shares of common stock on May 20, 2026, with no sales disclosed, increasing his directly held equity stake.
What type of securities were involved in Michael F. Senft’s USA Rare Earth (USAR) Form 4 filing?
The filing involves restricted stock units that settled into common stock. Each restricted stock unit represented the right to receive one share of USA Rare Earth common stock upon settlement, and these units fully vested and were converted on May 20, 2026.
Were any restricted stock units remaining for Michael F. Senft after the USA Rare Earth (USAR) Form 4 events?
No restricted stock units appear to remain after these events. The derivative entries for the RSUs show zero units following the transactions, and the derivative position summary is empty, indicating the reported RSU awards were fully settled into common shares.
AI-generated analysis. How Rhea-AI works. Not financial advice.
Accepted by SEC EDGAR
Learn about SEC filing dates