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sellModerate

Michael Blitzer sold $33M of USAR

Chairman and CEO at USA Rare Earth, Inc.. 2,091,849 shares at an average of $15.75, traded Aug 13, 2025, filed Aug 15, 2025.

Warning score
45
Value
$33M
2,091,849 shares
Holdings after
0
-100% from before
From 52-week low
+195%
low $5.75, close $16.99
From 52-week high
-11%
high $19.04, as of Aug 13, 2025

Score components

  • Role
    Director
    +15
  • Trade size
    $32.9M at market
    +25
  • Share of holdings sold
    Sold 100% of holdings
    +20
  • Cluster
    No other insider selling within 14 days
    0
  • Exercise and sell
    Shares came from an option exercise in the same filing
    -15

What happened after comparable sells

Same side and tier, against the S&P 500, at 1, 3 and 6 months. Shown to Pro users; the whole table is on the backtest page.

Price around the trade, and since

From a quarter before the trade to today. The arrow is the trade, the circle the day the filing reached EDGAR, which is the first day anyone outside could act; the dotted line is the S&P 500 rebased to that day's close.

USAROct 9, 2026 · close 12.56
Since filing Aug 15, 2025: -26.9%SPY +22.6% · excess -49.6%

Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value; the dashed line is the close on the filing day, the dotted line SPY rebased to it.Charts by TradingView Lightweight Charts™

Rows in this filing

Every transaction in Form 4 0001213900-25-077642, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
Aug 13, 2025MOption exercise
Common Stock, par value $0.0001 per shareindirect: By Inflection Point Fund I, LP
+2,091,849--2,091,849Aug 15, 2025
Aug 13, 2025SOpen-market sale
Common Stock, par value $0.0001 per shareindirect: By Inflection Point Fund I, LP
-2,091,849$15.75$33M0Aug 15, 2025
Aug 13, 2025AGrant or award
Restricted Stock Unitsderivative
+18,199$0.00$018,199Aug 15, 2025
Aug 13, 2025AGrant or award
Restricted Stock Unitsderivative
+12,284$0.00$012,284Aug 15, 2025
Aug 13, 2025MOption exercise
Series A Preferred Stock, par value $0.0001 per sharederivativeindirect: By Inflection Point Fund I, LP
-1,161,805--343,137Aug 15, 2025
Aug 14, 2025JOther
Warrants to purchase Common Stockderivativeindirect: By Inflection Point Holdings II LLC
-6,000,000--0Aug 15, 2025
Aug 14, 2025SOpen-market sale
Warrants to purchase Common Stockderivative
-3,813,334$5.70$22M0Aug 15, 2025

Related signals

Other insiders at USA Rare Earth, Inc. and this insider’s other filings.

ScoreCompanyInsiderValueHoldingsFiled
55Moderate
USARsell
USA Rare Earth, Inc.
Barbara Humpton
Former Chief Executive Officer
$1.2M
88,391 shares
-40%
51Moderate
USARbuy
USA Rare Earth, Inc.
Michael Blitzer
Chairman and CEO
$2.1M
100,000 shares
+13%

Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.

Michael Blitzer sold $33M of USAR | InsiderTell