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. outlined a global, diversified and vertically integrated critical materials strategy spanning uranium, rare earths, heavy mineral sands and advanced magnets. The company is developing a mine-to-magnet platform using its White Mesa Mill and planned expansions in mining, separation, metallization and magnet manufacturing.
The plan relies on pending acquisitions of Australian Strategic Materials and VAC, including VAC’s Sumter, South Carolina plant, which at 12 ktpa magnet capacity is expected to support a run-rate EBITDA of $400M+. Uranium operations mined 425,000 lbs U3O8 in Q1-2026 and are described as scaling toward 2M+ lbs annually at a 240,000 lbs/month run rate. Rare earth and heavy mineral sands projects, including Vara Mada with a stated $1.8B NPV10%, are expected to supply up to 60,000 tpa monazite to produce separated NdPr, Dy and Tb oxides at White Mesa.
ENERGY FUELS INC President and CEO Ross R. Bhappu made an open-market purchase of 74,000 Common Shares. He bought the shares at a price of $13.08 per share. After this transaction, he directly owns 256,583 Common Shares of the company.
Energy Fuels Inc. director Bruce D. Hansen purchased additional company stock in the open market. On this transaction date, he bought 4,000 Common Shares at a price of $12.695 per share. After the purchase, he directly owned a total of 313,844 Common Shares of Energy Fuels Inc.
Mark Chalmers submitted a Form 144 notice relating to proposed sales of Energy Fuels Inc. common stock. The filing lists proposed sale entries including 100,000 shares dated 07/02/2026 and 200,000 shares dated 06/29/2026. The record also shows RSU vesting events of 20,177 shares on 01/27/2023 and 79,823 shares on 05/10/2023.
Sullivan Scott Edward reported acquisition or exercise transactions in this Form 4 filing.
Energy Fuels Inc. reported that SVP Integrity & Compliance Scott Edward Sullivan received new equity-based compensation awards. He was granted 8,176 unvested restricted stock units, effective June 29, 2026, vesting 50% on January 27, 2027, 25% on January 27, 2028, and 25% on January 27, 2029.
He also received 9,554 performance-based stock options on the same date, with a $16.71 strike price, set at a 10% premium to a $15.19 grant price. These options vest 50% one year after the grant’s effective date and 50% two years after, and have a five-year term. Following these grants, Sullivan holds 8,176 common shares and 9,554 options directly, reflecting compensation awards rather than open-market trading.
ENERGY FUELS INC executive Scott Edward Sullivan, SVP Integrity and Compliance, filed an initial Form 3 as a reporting insider. The filing shows no reported transactions or holdings in the provided data, serving as a baseline disclosure of his insider status at the company.
Mark Chalmers reported a sale of 200,000 shares of Energy Fuels Inc. The sale is dated 06/29/2026 with a reported aggregate amount of $2,902,800. The filing lists previously vested RSUs of 61,081 (01/27/2022) and 38,919 (01/27/2023).
NNNN (UUUU) notice reports 200,000 common shares identified for sale through RBC Capital Markets with an associated figure 2,902,800.00 and a date of 06/29/2026. The filing lists multiple vested RSU grants with specific vesting dates and share counts, including 97,345 (01/27/2021) and 49,529 (01/27/2020).
Energy Fuels Inc. entered into a Merger Agreement to acquire the Ara VAC entities through a series of cross-border mergers. The aggregate purchase price includes $718,000,000 in cash, 65,853,000 common shares as share consideration, and potential preferred share consideration, including a value top-up capped at $135,000,000.
The cash payment will be adjusted for debt, transaction costs and other leakage, and $12,500,000 will be placed in escrow to secure certain post-closing obligations. The deal is subject to antitrust and other regulatory approvals, stock exchange listing of the share consideration, authorization of any preferred shares, absence of injunctions, and no material adverse effect.
Energy Fuels also secured a $250,000,000 senior secured term loan facility commitment from Goldman Sachs Bank USA and received a conditional $725,000,000 loan commitment from the U.S. Office of Strategic Capital to support expansion of critical minerals and rare earth capabilities. At its 2026 annual meeting, shareholders elected all seven director nominees, approved KPMG LLP as auditor, and supported say‑on‑pay and an annual frequency for future advisory votes.
Energy Fuels Inc. furnished an investor presentation related to its proposed acquisition of Vacuumschmelze GmbH & Co. KG and its related group companies from Ara Partners. The presentation, labeled as an Investor Presentation, is provided as Exhibit 99.1 to this report.
The material is furnished under Item 7.01 as a Regulation FD disclosure, meaning it is not deemed filed for purposes of Section 18 of the Securities Exchange Act of 1934 and is not automatically incorporated into other Securities Act or Exchange Act filings unless specifically referenced.