{"schema_version":"secwatch.filing_event.v1","accession":"0001213900-26-097399","form_type":"8-K","ticker":"USAR","cik":"0001970622","company_name":"USA Rare Earth, Inc.","filed_at":"2026-09-04T11:11:45+00:00","discovered_at":"2026-09-04T11:15:00.682367+00:00","generated_at":"2026-09-04T11:15:08.300547+00:00","sec_items":["1.01","2.01","2.03","3.02","5.02","7.01","8.01","9.01"],"event_type":"m_and_a","sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"confidence":"high","headline":"USA Rare Earth completes $300M cash + 126.8M share merger with Serra Verde","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001213900-26-097399","json":"https://secwatch.observer/filing/0001213900-26-097399.json","markdown":"https://secwatch.observer/filing/0001213900-26-097399.md","text":"https://secwatch.observer/filing/0001213900-26-097399.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1970622/000121390026097399/0001213900-26-097399-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1970622/000121390026097399/ea0304001-8k_usarare.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-09-04T11:15:08.300547+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":"559abfaaad","claim":"Thrasyvoulos Moraitis was appointed as Director at USA Rare Earth, Inc..","evidence_excerpt":"the USAR Board appointed Thrasyvoulos Moraitis and Sir Michael Lawrence Davis to the USAR Board","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1970622/000121390026097399/0001213900-26-097399-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"appointed"},{"label":"Role","value":"Director"}],"fact_type":"executive_change"},{"claim_id":"71e7d13eb9","claim":"Thrasyvoulos Moraitis was appointed as President at USA Rare Earth, Inc..","evidence_excerpt":"Mr. Moraitis assumed the function and responsibility of President of USAR through October 1, 2026","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1970622/000121390026097399/0001213900-26-097399-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"assumed"},{"label":"Role","value":"President"}],"fact_type":"executive_change"},{"claim_id":"9e5bcea754","claim":"Sir Michael Lawrence Davis was appointed as Director at USA Rare Earth, Inc..","evidence_excerpt":"the USAR Board appointed Thrasyvoulos Moraitis and Sir Michael Lawrence Davis to the USAR Board","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1970622/000121390026097399/0001213900-26-097399-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"appointed"},{"label":"Role","value":"Director"}],"fact_type":"executive_change"},{"claim_id":"edc3cbdfed","claim":"Thrasyvoulos Moraitis changed role as Chief Executive Officer at USA Rare Earth, Inc..","evidence_excerpt":"at which point he will serve as Chief Executive Officer of USAR","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1970622/000121390026097399/0001213900-26-097399-index.htm","confidence":0.9,"family_label":"Executive change","details":[{"label":"Action","value":"will serve as"},{"label":"Role","value":"Chief Executive Officer"}],"fact_type":"executive_change"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}