Thrasyvoulos Moraitis was named Chief Executive Officer of USA Rare Earth, Inc., succeeding Barbara Humpton. As of November 6, 2026, USA Rare Earth, Inc. has reported 4 leadership change filings to the SEC under Item 5.02 of Form 8-K, from April 20, 2026 to September 4, 2026, naming 2 appointments and 2 departures (Form 8-K, July 20, 2026).
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Key facts
- · In / out: Reported · Person: not named in the filing · 8-K, 2026-09-04
- · In / out: Out · Person: Barbara Humpton · Role: Chief Executive Officer · Effective: 2026-10-01 · 8-K, 2026-07-20
- · In / out: Reported · Person: not named in the filing · 8-K, 2026-04-23
- · In / out: In · Person: Thrasyvoulos Moraitis · 8-K, 2026-04-20
USA Rare Earth, Inc. reported changes in 4 filings among its directors and officers to the SEC on Form 8-K, Item 5.02, from 2026-04-20 to 2026-09-04. They name 3 people, with 2 appointments and 2 departures. Every row below is cited to the filing it comes from, and this page adds each new change as USA Rare Earth, Inc. files it.
Also on the record for USA Rare Earth, Inc.
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| October 27, 2026 | Stake report, Schedule 13G/A, by BlackRock, Inc. | 4.6% of the class | 5%+ stakes | Source |
| September 11, 2026 | Stake report, Schedule 13D, by VB (Rare Earths) Ltd | 7.9% of the class | 5%+ stakes | Source |
| September 11, 2026 | Stake report, Schedule 13G, by EMG Fund V SVRE Holdings, LLC | 7.8% of the class | 5%+ stakes | Source |
| September 11, 2026 | Stake report, Schedule 13G, by Serra Verde Rare Earths Ltd. | 12.5% of the class | 5%+ stakes | Source |
| August 14, 2026 | Stake report, Schedule 13G/A, by Alyeska Investment Group, L.P. | 4.61% of the class | 5%+ stakes | Source |
| June 9, 2026 | Stake report, Schedule 13D/A, by Gutnick Mordechai Zev | 6.8% of the class | 5%+ stakes | Source |
| May 15, 2026 | Stake report, Schedule 13G/A, by Alyeska Investment Group, L.P. | 7.6% of the class | 5%+ stakes | Source |
| May 12, 2026 | Stake report, Schedule 13G, by STATE STREET CORPORATION | 5.5% of the class | 5%+ stakes | Source |
| April 27, 2026 | Stake report, Schedule 13G, by BlackRock, Inc. | 5.9% of the class | 5%+ stakes | Source |
| April 23, 2026 | Stake report, Schedule 13G/A, by Tready A. Smith | 3.97% of the class | 5%+ stakes | Source |
| February 17, 2026 | Stake report, Schedule 13G/A, by Alyeska Investment Group, L.P. | 5.88% of the class | 5%+ stakes | Source |
| November 18, 2025 | Acquired Indian Ocean Rare Metals Pte Ltd. | $100M | Acquisition | Source |
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More on USA Rare Earth, Inc. and the records around it.
USA Rare Earth, Inc. elsewhere on the record
- 5%+ stake filings Oct 2026
- Acquisition Nov 2025
- Who owns it
Companies that share a holder
- Bayshore Capital Advisors, LLC also filed stake reports on 1 other company: KKR FS Income Trust (Apr 2026)
- Michael Blitzer also filed stake reports on 1 other company: GOWell Energy Technology (Oct 2026)
- Newtyn Management, LLC also filed stake reports on 13 other companies: Par Technology Corporation (Aug 2026), QuidelOrtho Corporation (Aug 2026), Theravance Biopharma, Inc. (Aug 2026)
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Timeline
| Filed | In / out | Person | Role | Effective | Source |
|---|---|---|---|---|---|
| 2026-09-04 | Reported | not named in the filing | 8-K, 2026-09-04 | ||
| 2026-07-20 | Out | Chief Executive Officer | 2026-10-01 | 8-K, 2026-07-20 | |
| 2026-07-20 | In | Chief Executive Officer | 8-K, 2026-07-20 | ||
| 2026-07-20 | Out | Executive Chair | 8-K, 2026-07-20 | ||
| 2026-04-23 | Reported | not named in the filing | 8-K, 2026-04-23 | ||
| 2026-04-20 | In | 8-K, 2026-04-20 |
Who leads USA Rare Earth, Inc., as last reported?
For each role that changed in the filings below, the most recent change reported. A role that did not change in these filings is not listed.
- Chief Executive Officer: Barbara Humpton, departure reported, effective 2026-10-01 (filed 2026-07-20). No successor is named in these filings.
- Executive Chair: Michael Blitzer, departure reported (filed 2026-07-20). No successor is named in these filings.
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Find candidates like Chief Executive Officer at USA Rare Earth, Inc.Every change, in the filing's words
Reported
In connection with the closing of the Merger and pursuant to the Merger Agreement, the USAR Board appointed Thrasyvoulos Moraitis and Sir Michael Lawrence Davis to the USAR Board, effective as of the closing of the Merger and in accordance with USAR's governing documents.
- Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers.
Departing: Barbara Humpton, Chief Executive Officer, effective 2026-10-01
Chief Executive Officer Transition On July 19, 2026, USA Rare Earth, Inc. ("USAR" or the "Company"), announced that Barbara Humpton will retire as Chief Executive Officer and as a director of the Company, effective on October 1, 2026 (the "Separation Date").
Appointed: Thrasyvoulos Moraitis, Chief Executive Officer
Pursuant to the CEO Terms, Mr. Moraitis will serve as Chief Executive Officer of the Company from the Joining Date through December 31, 2028 (or a correspondingly later date if the Serra Verde Merger is delayed) (the "Term"), unless the Term is mutually extended.
Departing: Michael Blitzer, Executive Chair
In connection with the appointment of Mr. Blitzer as the Executive Chair, Mr. Blitzer resigned from his roles as a member of the Compensation Committee and the Nominating and Governance Committee. 2 In connection with his appointment, Mr. Blitzer entered into an agreement dated July 19, 2026 (the "Executive Chair Agreement").
- Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangement of Certain Officers.
- In connection with her retirement, Ms. Humpton entered into a retirement agreement with the Company, dated as of July 19, 2026 (the "Retirement Agreement").
- Ms. Humpton's 219,329 restricted stock units that, pursuant to the award's original terms, are scheduled to vest on October 1, 2026, will vest on such date, and she will receive a pro-rated portion of her 2026 annual bonus in the amount of $500,000 based on the level of performance achieved, in each case, subject to Ms. Humpton's execution and non-revocation of a general release of claims in favor of the Company, continued employment until the Separation Date and compliance with the other terms of the Retirement Agreement.
- The Retirement Agreement also includes customary provisions, including non-disparagement, non-solicitation, cooperation in certain matters, return of employer's property and confidentiality obligations.
- Ms. Humpton's retirement as Chief Executive Officer was not due to any disagreement with the Company or any matter relating to the Company's operations, policies or practices.
Reported
On April 20, 2026, Mordechai Gutnick and General Paul Kern, members of the Board of Directors (the "Board") of USA Rare Earth, Inc. (the "Company"), notified the Board that they would not stand for reelection at the Company's upcoming annual meeting of shareholders to be held on June 3, 2026 (the "Annual Meeting").
- Accordingly, the Board has voted to reduce its size to six directors effective immediately before the Annual Meeting.
- In connection with the Acquisition, the Company agreed that upon the consummation of the Acquisition, the Company would add two nominees of Serra Verde Rare Earths Ltd. to the Board.
- Accordingly, in connection with the consummation of the Acquisition, the Company intends to increase the size of the Board from six directors to eight and to add two additional directors to the Board.
- The Acquisition is expected to close in the third quarter of 2026, subject to customary closing conditions and regulatory approvals.
- The Company's management and the Board would like to thank both Mr. Gutnick and Gen.
- Kern for their years of service and valuable contributions to the Company.
Appointed: Thrasyvoulos Moraitis
Mr. Moraitis was appointed CEO of SVRE in January 2023 and is a highly experienced global mining executive.
- Appointment of Certain Officers Effective as of, and subject to, the occurrence of the Closing, Thrasyvoulos Moraitis, the CEO of SVRE, 63, will assume the function and responsibility as President of USAR and will report to the USAR Chief Executive Officer.
- He was previously a co-founder of X2 Resources and Group Head of Strategy and Corporate Affairs and a member of Xstrata Plc Executive Committee.
- Concurrently with the execution of the Merger Agreement, USAR executed a letter agreement with Mr. Moraitis related to his employment whereby effective as of, and subject to, the occurrence of the Closing, USAR has agreed to assume the existing terms of Mr. Moraitis's employment agreement with SVRE, as modified by the letter agreement.
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Where this comes from
A public company must file a current report on Form 8-K with the SEC within four business days when a director leaves or is elected, or when its chief executive, chief financial, chief accounting or chief operating officer, or another named executive, departs or is appointed. That disclosure goes under Item 5.02 of the report.
Every change on this page is taken from one of those filings and quoted in the company's own words, with a link to the filing, so it can be checked at the source. Where a filing names the person, the role and the date a change takes effect, they are shown beside the quote. Where it does not, the quote stands on its own. A filing states what changed; it rarely states why, and neither does this page.