REX REX AMERICAN RESOURCES Corp

NEUTRAL Impact: 4/10 DEFA14A
Horizon weeks Filed Apr 15, 2026 Processed 2mo ago SEC 0000930413-26-001050
Proxy solicitation materials
Latest settled — T+20d
REX ▲ +14.47% at T+20d
NEUTRAL call ✓ call won +14.47% · α vs SPY +8.43% · entry $43.11 → $49.35
Next anchor: T+60d in 25d
Last close $43.94 (close Jun 12) · +1.93% from $43.11 entry
Entry anchored
Apr 14, 03:59 PM ET
via Databento tick
T+1d
+1.07%
call +1.07% · α +0.81%
$43.57
settled 2mo ago
T+5d
+5.31%
call +5.31% · α +3.67%
$45.40
settled 8w ago
T+20d
+14.47%
call +14.47% · α +8.43%
$49.35
settled 5w ago
T+60d
call — · α —
in 25d

Price Chart

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Executive Summary

REX American Resources Corporation filed definitive additional proxy materials for its 2026 annual shareholder meeting on May 28, 2026. The agenda includes re-electing nine directors, approving executive compensation, increasing authorized common stock from 45M to 90M shares, approving the 2026 Incentive Plan, and ratifying the independent auditor. The board recommends voting in favor of all items.

Actionable Insight

Monitor voting results for any shareholder dissent on executive pay or equity plan, which could signal governance concerns. The stock split authorization may enable future equity financing or acquisitions.

Key Facts

  • Annual shareholder meeting scheduled for May 28, 2026
  • Board recommends FOR all nominees and proposals
  • Proposal to double authorized common stock from 45M to 90M shares
  • 2026 Incentive Plan up for approval
  • Ratification of independent auditor for fiscal 2026

Financial Impact

Potential for future dilution if additional shares are issued; no immediate financial impact

dilutionshares outstandingexecutive compensationincentive plans

Risk Factors

  • Potential dilution from increased authorized shares
  • Shareholder opposition to executive compensation or incentive plan

Market Snapshot

Exchange
NYSE
Sector
Industrial Organic Chemicals

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0000930413-26-001050
Document: 0000930413-26-001050-index-headers.html0000930413-26-001050
Document: 0000930413-26-001050-index.html0000930413-26-001050
Document: 0000930413-26-001050.txt0000930413-26-001050
6 reports for REX
Performance horizon
Filters
Rows
Reports for REX — sortable, filterable
Type Now
Jun 12, 2026
2d ago
8-K
NEUTRAL ★ 2/10
$43.86 awaiting T+1awaiting T+1$43.94 (+0.18%)
Jun 11, 2026
3d ago
Institutional Cluster
NEUTRAL ★ 3/10
$46.99 awaiting T+1awaiting T+1$43.94 (−6.49%)
Jun 10, 2026
4d ago
Insider Cluster
NEUTRAL ★ 4/10
$44.55 awaiting T+1awaiting T+1$43.94 (−1.37%)
Jun 3, 2026
11d ago
8-K
NEUTRAL ★ 3/10
$46.28 $46.00▼ −0.60%▼ −1.00%$43.94 (−5.06%)
May 28, 2026
17d ago
8-K
MIXED ★ 5/10
$48.26 $46.76▼ −3.11%▼ −3.35%$43.94 (−8.95%)
Apr 15, 2026
8w ago
DEFA14A
NEUTRAL ★ 4/10
$43.11 $43.57▲ +1.07%▲ +0.81%$43.94 (+1.93%)
Showing 6 of 6

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