STOCK TITAN

Energy Fuels (NYSE: UUUU) grants RSUs and options to SVP

Filing Impact
(Moderate)
Filing Sentiment
(Negative)
Form Type
4

Rhea-AI Filing Summary

Energy Fuels Inc. senior vice president and general counsel Nathan Longenecker reported new equity awards and a related share transaction. He received 14,440 restricted stock units that vest 50% on 1/27/2026, 25% on 1/27/2027, and 25% on 1/27/2028. He was also granted 16,619 performance-based stock options with a strike price of $26.07, vesting 50% on 01/27/2027 and 50% on 01/27/2028, expiring on 01/26/2031. On the same date, 17,104 common shares were disposed of at $24.16 per share, and he reported holding 82,974 common shares and 16,619 options directly afterward.

Positive

  • None.

Negative

  • None.
Insider LONGENECKER NATHAN
Role SVP and General Counsel
Type Security Shares Price Value
Grant/Award Performance-Based Stock Options ("Options") 16,619 $0.00 --
Grant/Award Common Shares 14,440 $0.00 --
Tax Withholding Common Shares 17,104 $24.16 $413K
Holdings After Transaction: Performance-Based Stock Options ("Options") — 16,619 shares (Direct); Common Shares — 100,078 shares (Direct)
Footnotes (1)
  1. Represents grant of 14,440 restricted stock units which vest as follows: 50% on 1/27/2026; 25% on 1/27/2027; and 25% on 1/27/2028. Reflects grant of 16,619 Options having a strike price at a 10% premium of the grant price of $23.70, which vest as follows: 50% on 01/27/2027 and 50% on 01/27/2028.
SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
LONGENECKER NATHAN

(Last) (First) (Middle)
C/O ENERGY FUELS INC.
225 UNION BLVD, SITE 600

(Street)
LAKEWOOD CO 80228

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
ENERGY FUELS INC [ UUUU ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
SVP and General Counsel
3. Date of Earliest Transaction (Month/Day/Year)
01/27/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Common Shares 01/27/2026 A 14,440(1) A $0 100,078 D
Common Shares 01/27/2026 F 17,104 D $24.16 82,974 D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Performance-Based Stock Options ("Options") $26.07 01/27/2026 A 16,619 (2) 01/26/2031 Common Shares 16,619 $0 16,619 D
Explanation of Responses:
1. Represents grant of 14,440 restricted stock units which vest as follows: 50% on 1/27/2026; 25% on 1/27/2027; and 25% on 1/27/2028.
2. Reflects grant of 16,619 Options having a strike price at a 10% premium of the grant price of $23.70, which vest as follows: 50% on 01/27/2027 and 50% on 01/27/2028.
/s/ David Frydenlund as attorney-in-fact for Nathan Longenecker 01/29/2026
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What insider transactions did Energy Fuels (UUUU) report for Nathan Longenecker?

Nathan Longenecker reported a grant of 14,440 restricted stock units, 16,619 performance-based stock options, and a disposition of 17,104 common shares on 01/27/2026. After these transactions, he directly held 82,974 common shares and 16,619 options in Energy Fuels Inc.

How many restricted stock units did Energy Fuels (UUUU) grant to its SVP and General Counsel?

Energy Fuels granted 14,440 restricted stock units to SVP and General Counsel Nathan Longenecker. These units vest in stages: 50% on 1/27/2026, 25% on 1/27/2027, and 25% on 1/27/2028, aligning the award with multi-year service and performance.

What are the terms of the performance-based stock options granted by Energy Fuels (UUUU)?

The company granted 16,619 performance-based stock options with a strike price of $26.07 to Nathan Longenecker. These options vest 50% on 01/27/2027 and 50% on 01/27/2028, and they expire on 01/26/2031, providing long-term equity exposure.

What common share disposition did Energy Fuels (UUUU) disclose for Nathan Longenecker?

The filing shows a disposition of 17,104 common shares on 01/27/2026 at a price of $24.16 per share, coded as an "F" transaction. Following this and other reported activity, Longenecker directly owned 82,974 common shares of Energy Fuels Inc.

How many Energy Fuels (UUUU) shares does Nathan Longenecker own after the reported Form 4?

After the 01/27/2026 transactions, Nathan Longenecker reported direct ownership of 82,974 common shares of Energy Fuels Inc. He also held 16,619 performance-based stock options, reflecting both current ownership and potential future share exposure through option exercises.

What is Nathan Longenecker’s role at Energy Fuels (UUUU) in this Form 4?

In this Form 4, Nathan Longenecker is identified as an officer of Energy Fuels Inc., serving as SVP and General Counsel. The filing reports his equity compensation activity and resulting direct holdings in the company’s common shares and stock options.