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USAR - USA Rare Earth, Inc.

Insider Purchase by Blitzer Michael (Dir)

1 Month
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Trade Summary

3 weeks ago, Blitzer Michael, serving as Dir at USA Rare Earth, Inc. (USAR), purchased 100,000 shares at $21.44 per share, for a total transaction value of $2,143,860.00. Following this transaction, Blitzer Michael now holds 3,972,500 shares of USAR.

This purchase represents a 3.00% increase in Blitzer Michael's stake in the company. This is considered a medium-conviction trade.

The trade was executed on Thursday, January 29, 2026 and publicly disclosed via SEC Form 4 filing on Thursday, January 29, 2026, meaning the disclosure happened on the same day as the trade.

USA Rare Earth, Inc. operates in the BASIC MATERIALS sector, specifically within the OTHER INDUSTRIAL METALS & MINING industry. Insider buying activity in this sector can provide valuable signals about industry trends and company-specific developments.

Blitzer Michael

Blitzer Michael

Dir

Michael Blitzer is a seasoned investment professional and the founder and co-CEO of Kingstown Capital Management, which he established in 2006 and grew into a multi-billion asset manager serving major endowments and foundations.[[1]](https://inflectionpointacquisition.com/team/default.aspx)[[3]](https://fintool.com/app/research/companies/MAYA/people/michael-blitzer) His career includes early roles at J.P. Morgan Securities in investment banking and at Gotham Asset Management under Joel Greenblatt, followed by adjunct faculty positions at Columbia Business School teaching investing in the 2010s.[[3]](https://fintool.com/app/research/companies/MAYA/people/michael-blitzer) Blitzer has extensive experience in SPACs, having served as co-CEO and director of Inflection Point Acquisition Corp. I (leading to its business combination with Intuitive Machines in 2023), CEO and director of Inflection Point Acquisition Corp. II (completing a merger with USA Rare Earth in March 2025), and Chairman and CEO of Inflection Point Acquisition Corp. III since October 2024.[[1]](https://inflectionpointacquisition.com/team/default.aspx)[[3]](https://fintool.com/app/research/companies/MAYA/people/michael-blitzer) Currently, Blitzer serves as Chair of the Board of Directors at USA Rare Earth, Inc. (Nasdaq: USAR), where he is also a Director and 10% Owner holding approximately 6.25 million shares directly and indirectly.[[1]](https://inflectionpointacquisition.com/team/default.aspx)[[2]](https://www.investing.com/news/insider-trading-news/usa-rare-earth-director-blitzer-buys-214-million-in-shares-93CH-4475014)[[4]](https://www.gurufocus.com/insider/98034/michael-blitzer)[[5]](https://www.streetinsider.com/SEC+Filings/Form++4++++++++++USA+Rare+Earth,+Inc.++++++For:+Jan+01++Filed+by:+BLITZER+MICHAEL/25807972.html) On January 29, 2026, he purchased 100,000 shares for $2.14 million at $21.44 per share, increasing his direct ownership to 847,500 shares, with additional indirect holdings through Inflection Point Holdings II LLC.[[2]](https://www.investing.com/news/insider-trading-news/usa-rare-earth-director-blitzer-buys-214-million-in-shares-93CH-4475014) He also sits on the board and audit committee of Intuitive Machines, Inc. (Nasdaq: LUNR).[[1]](https://inflectionpointacquisition.com/team/default.aspx)

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Trade Price

$21.44

Quantity

100,000

Total Value

$2,143,860.00

Shares Owned

3,972,500

Trade Date

Thursday, January 29, 2026

24 days ago

SEC Filing Date

Thursday, January 29, 2026

BASIC MATERIALSOTHER INDUSTRIAL METALS & MINING

About USA Rare Earth, Inc.

Company Overview

No company information available
View news mentioning USAR

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