{"schema_version":"secwatch.filing_event.v1","accession":"0001213900-26-023868","form_type":"8-K","ticker":"USAR","cik":"0001970622","company_name":"USA Rare Earth, Inc.","filed_at":"2026-03-05T23:59:59+00:00","discovered_at":"2026-05-14T18:02:36.904506+00:00","generated_at":"2026-05-15T19:59:14.426994+00:00","sec_items":["1.01","7.01","9.01"],"event_type":"m_and_a","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"USA Rare Earth to acquire Texas Mineral Resources for ~$73M in stock, consolidating Round Top project","bullets":["USAR to issue 3,823,328 shares to acquire all TMRC shares; implied value ~$73M based on Mar 4 close.","Deal secures 100% economic control of Round Top heavy rare earth project; TMRC held 18.6% interest.","Commercial production at Round Top expected by 2028 under Accelerated Mining Plan; ~40,000 mt/day feedstock by 2030.","TMRC directors/officers holding ~19% of shares have voting agreements to support deal; termination fee $3.25M.","Closing expected in Q3 2026, subject to TMRC stockholder approval, SEC registration, and other conditions."],"urls":{"canonical":"https://secwatch.observer/filing/0001213900-26-023868","json":"https://secwatch.observer/filing/0001213900-26-023868.json","markdown":"https://secwatch.observer/filing/0001213900-26-023868.md","text":"https://secwatch.observer/filing/0001213900-26-023868.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1970622/000121390026023868/0001213900-26-023868-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1970622/000121390026023868/ea0280112-8k425_usarare.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T19:59:14.426994+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"cf4471a5df39cd948874953303a1a563733eb385","claim":"USA Rare Earth, Inc. entered into Agreement and Plan of Merger with Texas Mineral Resources Corp. (effective 2026-03-04).","evidence_excerpt":"On March 4, 2026, USA Rare Earth, Inc. (“ USAR ”) entered into a definitive Agreement and Plan of Merger (the “ Merger Agreement ”) by and among USAR, Texas Mineral Resources Corp., a Delaware corporation (“ TMRC ”), Hamer Merger Sub, Inc., a Delaware corporation and a wholly owned subsidiary of USAR (“ First Merger Sub ”) and Hamer Merger Sub, LLC, a Delaware limited liability company and a wholly owned subsidiary of USAR (“ Second Merger Sub ” and together with First Merger Sub, the “ Merger Subs ”).","evidence_source":"SEC 8-K Item 1.01/1.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1970622/000121390026023868/0001213900-26-023868-index.htm","confidence":0.9,"family_label":"Material Agreements","details":[{"label":"Action","value":"entry"},{"label":"Agreement","value":"merger"},{"label":"Counterparty","value":"Texas Mineral Resources Corp."},{"label":"Effective","value":"2026-03-04"}],"fact_type":"material_agreement"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}