BAKKEN SCOTT 4

What Happened Bakken Scott, Vice President, Regulatory Affairs at Energy Fuels (UUUU), received two equity awards on 2026-01-27: 5,260 restricted stock units (RSUs) and 6,054 stock options. On the same date, 5,646 shares were disposed at $24.16 per share in a transaction reported as payment of an exercise price or tax liability (code F), generating proceeds of $136,407. The RSUs and options were reported as acquisitions (code A) with no cash paid at grant.

Key Details

• Transaction date: 2026-01-27; Form 4 filed: 2026-01-30 (appears filed one business day late).
• Tax-withholding/sale: 5,646 shares disposed at $24.16 each for $136,407 (code F).
• Awards granted: 5,260 RSUs (code A) and 6,054 options (code A, derivative).
• RSU vesting: 50% on 1/27/2027; 25% on 1/27/2028; 25% on 1/27/2029. (Footnote F1)
• Option terms: 6,054 options with a strike at a 10% premium to the grant price of $23.70 (i.e., ~ $26.07 strike); vest 50% on 1/27/2027 and 50% on 1/27/2028. (Footnote F2)
• Shares owned after the transactions: not specified in the provided filing data.
• Filing remark: Exhibit 24.2 (Power of Attorney) included.

Context

• The 5,646-share disposition was reported as payment of tax liability (typical when shares are withheld or sold to cover taxes on RSU vesting or option exercises) rather than an open-market sale expressing a view on the stock.
• The grants are forward-looking compensation: RSUs vest over three years; options vest over two years and have a strike above the grant price, providing upside only if the stock rises above the strike.
• Nothing in this filing indicates trading by a 10% owner or use of a 10b5-1 plan. The apparent one-business-day filing delay is an administrative timeliness note for investors monitoring insider reporting.