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NYSE: REA Rare Earths Americas, Inc. 8-K

Rare Earths Americas grants $1.98M in equity compensation to three executives

Filed May 12, 2026 · Period ending May 7, 2026 · ~1 min read

4 key changes 1 section

Key Changes

  • medium

    CEO Donald Swartz received $1.2M in restricted stock units vesting over three years, representing 61% of total executive equity grants disclosed in this filing.

  • medium

    COO Jennifer Grafton awarded $525K in RSUs with identical three-year vesting schedule, effective upon S-8 registration filing.

  • low

    Chief Accounting Officer Cheryl Kerr granted $250K in time-based RSUs under the 2026 Equity Incentive Plan, vesting annually starting May 2027.

  • medium

    All awards vest in three equal annual installments beginning one year from grant date, contingent on continued employment through each vesting milestone.

Summary

Rare Earths Americas disclosed routine equity compensation grants totaling $1.975 million to three senior executives under its 2026 Long-Term Incentive Plan. The awards consist entirely of time-based restricted stock units with straightforward three-year vesting schedules, requiring executives to remain with the company through each annual vesting date. CEO Donald Swartz received the largest grant at $1.2 million, followed by COO Jennifer Grafton at $525,000 and CAO Cheryl Kerr at $250,000.

For retail investors, these grants represent standard retention-focused compensation with no performance conditions attached. The awards will dilute existing shareholders modestly once vested, with the actual share count determined by the stock price on the grant date when the S-8 was filed. Watch for the S-8 filing to calculate precise dilution impact, and monitor whether executives meet the service requirements or if any forfeitures occur before the 2029 final vesting date.

Section-by-Section Diff

Event · Item 5.02 — Departure of Directors or Certain Officers; Election of Directors; Compensation

~300 words

Board approved 2026 LTIP equity grants totaling $1.975M for CEO, COO, and CAO with 3-year vesting.

4 Added
Added CEO equity compensation medium

Added in current filing · verify on EDGAR →

Donald Swartz | Chief Executive Officer | $1,200,000

The Board approved a long-term incentive award valued at $1,200,000 for CEO Donald Swartz. The award consists of time-based restricted stock units that vest in three equal annual installments beginning on the first anniversary of the grant date, subject to continued service.

Added COO equity compensation medium

Added in current filing · verify on EDGAR →

Jennifer Grafton | Chief Operating Officer | $525,000

The Board approved a long-term incentive award valued at $525,000 for COO Jennifer Grafton. The award consists of time-based restricted stock units that vest in three equal annual installments beginning on the first anniversary of the grant date, subject to continued service.

Added 2026 LTIP program structure medium

Added in current filing · verify on EDGAR →

The awards consist of time-based restricted stock units ("RSUs") granted pursuant to the Company’s 2026 Equity Incentive Plan. The RSUs will vest in three equal annual installments beginning on the first anniversary of the grant date, subject to the executive’s continued service through each applicable vesting date.

The Company established a 2026 Management Long-Term Incentive Plan program under which executives receive time-based RSUs that vest over three years. The grants became effective when the Company filed a Form S-8 registration statement, and the number of RSUs was determined based on the fair market value of the common stock on the effective grant date.

Show 1 minor / wording change
Added CAO equity compensation low

Added in current filing · verify on EDGAR →

Cheryl Kerr | Chief Accounting Officer | $250,000

The Board approved a long-term incentive award valued at $250,000 for Chief Accounting Officer Cheryl Kerr. The award consists of time-based restricted stock units that vest in three equal annual installments beginning on the first anniversary of the grant date, subject to continued service.

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Figures/quotes linked to EDGAR · Narrative written by AI · Jun 10, 2026 · How we verify