8-K filed September 4, 2026, 7:11 AM ET ticker USAR CIK 0001970622

M&A confidence high sentiment positive materiality 0.90

USA Rare Earth completes $300M cash + 126.8M share merger with Serra Verde

USA Rare Earth, Inc.

Merger closed Sept 3, 2026: $300M cash + 126,849,307 USAR shares paid for Serra Verde.
Serra Verde is only scaled producer of all four heavy rare earths outside Asia; ramp-up to 4,000 tpa TREO by end 2026.
Thras Moraitis becomes President, CEO on Oct 1, 2026; Sir Mick Davis joins board.
Assumed DFC loan: $565M facility, $465M initial + $100M incremental, Term SOFR + 4.0%, 15-year term.
Lock-up: one-third 90 days, one-third 180 days, one-third unrestricted.

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Featured in Daily 8-K Digest

Selected #3 for 2026-09-04. Read digest

Executive movements

Machine-extracted from this filing. Every card cites the SEC source. See all recent executive movements.

Appointed

Thrasyvoulos Moraitis

Director

USAR · USA Rare Earth, Inc.

Effective: 2026-09-03
Filed: September 4, 2026, 7:11 AM ET

the USAR Board appointed Thrasyvoulos Moraitis and Sir Michael Lawrence Davis to the USAR Board

Appointed

Thrasyvoulos Moraitis

President

USAR · USA Rare Earth, Inc.

Effective: 2026-09-03
Filed: September 4, 2026, 7:11 AM ET

Mr. Moraitis assumed the function and responsibility of President of USAR through October 1, 2026

Appointed

Sir Michael Lawrence Davis

Director

USAR · USA Rare Earth, Inc.

Effective: 2026-09-03
Filed: September 4, 2026, 7:11 AM ET

the USAR Board appointed Thrasyvoulos Moraitis and Sir Michael Lawrence Davis to the USAR Board

Role change

Thrasyvoulos Moraitis

Chief Executive Officer

USAR · USA Rare Earth, Inc.

Effective: 2026-10-01
Filed: September 4, 2026, 7:11 AM ET

at which point he will serve as Chief Executive Officer of USAR

Key facts

Extracted from this filing and checked against the source text.

Executive change SEC 8-K Item 5.02 confidence 0.95

Thrasyvoulos Moraitis was appointed as Director at USA Rare Earth, Inc..

Action: appointed
Role: Director

Exact text from the filing

the USAR Board appointed Thrasyvoulos Moraitis and Sir Michael Lawrence Davis to the USAR Board

View on SEC.gov

Executive change SEC 8-K Item 5.02 confidence 0.95

Thrasyvoulos Moraitis was appointed as President at USA Rare Earth, Inc..

Action: assumed
Role: President

Exact text from the filing

Mr. Moraitis assumed the function and responsibility of President of USAR through October 1, 2026

View on SEC.gov

Executive change SEC 8-K Item 5.02 confidence 0.95

Sir Michael Lawrence Davis was appointed as Director at USA Rare Earth, Inc..

Action: appointed
Role: Director

Exact text from the filing

the USAR Board appointed Thrasyvoulos Moraitis and Sir Michael Lawrence Davis to the USAR Board

View on SEC.gov

Executive change SEC 8-K Item 5.02 confidence 0.9

Thrasyvoulos Moraitis changed role as Chief Executive Officer at USA Rare Earth, Inc..

Action: will serve as
Role: Chief Executive Officer

Exact text from the filing

at which point he will serve as Chief Executive Officer of USAR

View on SEC.gov

USA Rare Earth, Inc. filing history →

Source: SEC EDGAR

accession 0001213900-26-097399

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