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Energy Fuels (NYSE: UUUU) awards RSUs and stock options in promotion

(Neutral)
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Energy Fuels Inc. reported equity compensation grants to CLO & EVP, Global Government Relations, Nathan Longenecker. On June 24, 2026 he received 981.0000 Restricted Stock Units and 999.0000 performance-based stock options with a $17.8900 exercise price, expiring June 23, 2031. RSUs vest 50% on January 27, 2027, then 25% on January 27, 2028 and January 27, 2029. The company states the options were granted at a 10% premium to fair market value, the report was filed late for administrative verification reasons, and both awards are executive compensation top-ups tied to a mid-year promotion.

Positive

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Negative

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Insider LONGENECKER NATHAN
Role CLO & EVP, Global Gov Relation
Type Security Shares Price Value
Grant/Award Performance-Based Stock Options ("Options") 999 $0.00 $0.00
Grant/Award Restricted Stock Units 981 $0.00 $0.00
Holdings After Transaction: Performance-Based Stock Options ("Options") — 999 shares (Direct); Restricted Stock Units — 83,955 shares (Direct)
RSUs granted 981.0000 shares Restricted Stock Units granted to Nathan Longenecker on June 24, 2026
Options granted 999.0000 options Performance-based stock options granted on June 24, 2026
Option exercise price $17.8900 per share Conversion or exercise price for the performance-based stock options
Option expiration June 23, 2031 Expiration date of the performance-based stock options with a five-year term
Common shares after RSU grant 83955.0000 shares Direct common share holdings following the RSU transaction
Initial RSU vesting tranche 50% Portion of RSUs vesting on January 27, 2027
Restricted Stock Units financial
"Table I grant represents grant of RSUs that vest as follows"
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.
Performance-Based Stock Options financial
"Security title: Performance-Based Stock Options ("Options")"
fair market value financial
"Options at a 10% premium to fair market value per share at the time of grant"
The price a willing buyer and a willing seller would agree on for an asset or security when neither is under pressure and both have access to the same information. Think of it as the market’s neutral estimate of what something is worth, like the price two neighbors would settle on for a car after comparing similar listings. Investors care because fair market value guides buying and selling decisions, tax reporting, portfolio valuation, and how accurately company assets are reflected in financial statements.
executive compensation top-ups financial
"Both grants represent executive compensation top-ups due to mid-year promotion"

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What equity awards did UUUU grant to Nathan Longenecker on June 24, 2026?

Nathan Longenecker received 981.0000 Restricted Stock Units and 999.0000 performance-based stock options on June 24, 2026. The options cover 999.0000 common shares and were granted as part of executive compensation top-ups linked to a mid-year promotion.

What are the vesting terms of the RSUs granted to UUUU executive Nathan Longenecker?

The RSUs vest 50% on January 27, 2027, then 25% on January 27, 2028, and 25% on January 27, 2029. This multi-year schedule staggers delivery of common shares over three years following the grant date.

What is the exercise price and term of the UUUU stock options granted to Nathan Longenecker?

The performance-based stock options have a $17.8900 per share exercise price and a five-year term, expiring June 23, 2031. Energy Fuels notes they were granted at a 10% premium to fair market value at the time of grant.

How many Energy Fuels (UUUU) common shares did Nathan Longenecker hold after these grants?

Following the June 24, 2026 RSU grant, Nathan Longenecker held 83955.0000 common shares directly. This figure reflects his reported direct common share ownership after the non-derivative transaction associated with the RSU award.

Were Nathan Longenecker’s UUUU equity awards made under a Rule 10b5-1 trading plan?

The Rule 10b5-1 plan checkbox was not marked, indicating these awards were not reported as made under a Rule 10b5-1 trading arrangement. They are described instead as executive compensation top-ups tied to a mid-year promotion.

Why was the Form 4 for UUUU executive Nathan Longenecker filed late?

Energy Fuels explains the Form 4 was filed late due to internal verification, characterizing the delay as administrative in nature. The company links both the RSU and option grants to compensation adjustments from a mid-year promotion.
SEC Form 4
FORM 4UNITED 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., SUITE 600

(Street)
LAKEWOOD COLORADO 80228

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
ENERGY FUELS INC [ UUUU ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
CLO & EVP, Global Gov Relation
2a. Foreign Trading Symbol
[EFR]
3. Date of Earliest Transaction (Month/Day/Year)
06/24/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

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)
CodeVAmount(A) or (D)Price
Restricted Stock Units06/24/2026A981A$083,955D
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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Performance-Based Stock Options ("Options")$17.8906/24/2026A99906/24/202706/23/2031Common Shares999$0999D
Explanation of Responses:
Remarks:
1. Table I grant represents grant of RSUs that vest as follows: 50% on January 27, 2027; 25% on Jan. 27, 2028; and 25% on Jan. 27, 2029. 2. Table II represents grant of Options at a 10% premium to fair market value per share at the time of grant. Term of 5 years. 3. Filing late due to delay in completing internal verifications; administrative in nature. Both grants represent executive compensation top-ups due to mid-year promotion.
Julia Hoffmeier as Attorney-in-Fact for Nathan Longenecker08/07/2026
** Signature of Reporting PersonDate
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.
* Form 4: SEC 1474 (03-26)