Welcome to our dedicated page for Energy Fuels SEC filings (Ticker: UUUU), 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.
Energy Fuels Inc. filings document the regulatory record of a critical-materials company with uranium, rare earth element, heavy mineral sands and vanadium operations. Its SEC disclosures include 8-K material-event reports, proxy materials, governance updates, capital-structure filings and technical reports for mineral projects such as Pinyon Plain, Donald and Vara Mada.
The company's filings describe board and executive-transition matters, shareholder voting items, operating and financial results, material agreements and financing instruments, including convertible senior notes due 2031 and related indenture disclosures. They also record project feasibility and pre-feasibility reports, mineral-property disclosure standards, risk-related matters and other events tied to Energy Fuels' mining, milling and critical-minerals business.
Energy Fuels Inc. ownership disclosure: Global X Management Company LLC reports beneficial ownership of 16,687,908 shares of Common Shares, representing 6.83% of the class as of 03/31/2026. The filing states GXMC advises the Global X Uranium ETF and may be deemed beneficial owner because of that advisory role; GXMC disclaims rights to dividends or sale proceeds. The filing notes the shares were acquired in the ordinary course of business and not to change control. The Schedule 13G/A is signed on 05/15/2026.
Energy Fuels Inc. reported leadership changes in its legal and strategic functions. On May 11, 2026, longtime executive David C. Frydenlund moved from Executive Vice President and Chief Legal Officer into a new role as Executive Vice President, Strategic Acquisitions and Financings and Special Counsel to the CEO, tied to his planned retirement in October 2026 under an existing employment agreement.
At the same time, Nathan Longenecker, previously Senior Vice President and General Counsel, was appointed Chief Legal Officer and Executive Vice President, Global Government Relations, formalizing the company’s legal succession plan.
Energy Fuels Inc. ownership disclosure: Van Eck Associates Corporation filed an amendment to a Schedule 13G reporting beneficial ownership of 15,627,126 common shares, representing 6.48% of the class as stated in the filing. The filing lists CUSIP 292671708 and notes the as-of date 03/31/2026. The amendment is signed on 05/15/2026.
Energy Fuels Inc. reported sharply higher activity for the quarter ended March 31, 2026. Revenue rose to $35.8 million from $16.9 million a year earlier, driven primarily by uranium concentrate sales, while heavy mineral sands contributed no revenue this quarter.
The company reduced its net loss to $11.0 million from $26.3 million, with basic and diluted loss per share improving to $0.04 from $0.13. Operating loss narrowed as higher revenues offset increased costs, including exploration, development, processing and standby expenses.
Energy Fuels ended the quarter with $108.4 million in cash and cash equivalents and $812.7 million in marketable securities, supporting total assets of $1.46 billion. The balance sheet also includes $700.0 million of 0.75% Convertible Senior Notes due 2031, carried at $676.7 million net of issuance costs.
The company remains a production stage issuer, producing mineralized material from several U.S. uranium projects and advancing rare earth and heavy mineral sands assets in Madagascar, Brazil, Kenya and Australia. It also agreed to acquire Australian Strategic Materials Limited, adding REE mining, processing and metallization assets, with closing expected as early as July 2026 subject to approvals.
Energy Fuels Inc. senior vice president of marketing and corporate development Curtis Moore reported compensation-related equity transactions in common shares. On March 2, 2026, he exercised Stock Appreciation Rights (SARs) covering 8,288 and 15,478 common shares at exercise prices of $7.36 and $6.47 per share, respectively. The related common share entries reflect these exercises at a reported share value of $21.32. The same amounts of 8,288 and 15,478 common shares were recorded as dispositions to the issuer, resulting in no net change in his position from these paired events. After the transactions, Moore directly holds 112,415 common shares of Energy Fuels Inc.
Vanguard Capital Management reported beneficial ownership of 17,675,625 shares of Energy Fuels Inc/Canada common stock, representing 7.31% of the class. The filing shows sole voting power for 3,206,683 shares and sole dispositive power for 17,675,625 shares. The report states these holdings include securities held for Vanguard funds and managed accounts and attributes voting/dispositive authority to Vanguard Capital Management and specified affiliates.
Energy Fuels Inc. reported that directors J. Birks Bovaird and Alexander G. Morrison have notified the Board that they will not seek re-election at the Annual Meeting of Shareholders scheduled for June 24, 2026. The company states their decision is not due to any disagreement regarding its operations, policies, or practices. The Board publicly thanked both directors for their years of service and dedication to the company.
Energy Fuels Inc. is asking shareholders to vote at its 2026 virtual annual meeting on electing seven directors, reappointing KPMG LLP as auditor, and holding advisory votes on executive compensation and how often future pay votes occur. The meeting will be held June 24, 2026 via live webcast with online balloting.
The proxy outlines detailed voting procedures for registered and non-registered holders, the company’s mission to become a leading critical materials producer, recent leadership changes including Ross Bhappu becoming President and CEO, board diversity data, and extensive information on executive officers, governance practices and compensation oversight.
ENERGY FUELS INC CEO Mark Chalmers filed a Form 4 that reports no insider transactions or holdings for the period covered. The transaction summary shows zero buys, sells, exercises, gifts, or other dispositions, indicating no changes in his reported ownership in this filing.
ENERGY FUELS INC VP Technical Services Daniel Kapostasy reported option exercises and share sales. On March 13, he exercised stock options for 7,200 Common Shares at an exercise price of $3.89 per share, receiving 7,200 Common Shares at a reported value of $19.82 per share.
On April 10, he completed an open-market sale of 15,000 Common Shares at an average price of $18.71 per share. After these transactions, he holds 30,486 Common Shares directly, indicating he retained a substantial equity position following the sale.