Bennett Nathan Reed 4

What Happened Bennett Nathan Reed, Chief Financial Officer of Energy Fuels Inc. (UUUU), received two equity awards on 2026-01-27: 10,922 restricted stock units (RSUs) and 12,570 stock options (both reported as acquisitions at $0.00). On the same date 5,657 shares were disposed at $24.16 each (totaling $136,673) to satisfy a tax/payment obligation (transaction code F). The RSUs and options are compensation grants rather than open‑market purchases.

Key Details

• Transaction date: 2026-01-27; Form 4 filed 2026-01-29 (appears timely — within the usual 2 business days).
• RSUs: 10,922 awarded (reported at $0.00); footnote F1 shows vesting: 50% on 1/27/2027, 25% on 1/27/2028, 25% on 1/27/2029.
• Options: 12,570 granted (reported as derivative acquisition at $0.00); footnote F2 indicates strike = 10% premium over grant price $23.70 (strike ≈ $26.07) with vesting 50% on 1/27/2027 and 50% on 1/27/2028.
• Withholding/tax payment: 5,657 shares disposed at $24.16 for $136,673 (code F = payment of exercise price or tax liability).
• Shares owned after the transactions: not specified in the provided excerpt.
• Remarks: Exhibit 24.2 Power of Attorney included.

Context: These actions are routine equity compensation: RSUs and options are grants that vest over time and do not represent an immediate purchase signal. The withheld 5,657 shares were used to satisfy tax obligations and are not an open‑market sale for discretionary cash; options carry a strike price above the grant price and will only have value to Reed if the stock price exceeds the strike when vested.