REX AMERICAN RESOURCES Corp: directors' dealings · United States · SEC (Form 4)

About REX AMERICAN RESOURCES Corp

REX American Resources Corp. is a United States-listed company trading on the NYSE under the ticker REX. For French-, Belgian- and Swiss-based investors, it is best understood as a niche renewable-fuels and ethanol investment platform rather than a diversified energy major. The company is headquartered in Dayton, Ohio, United States, and its business model is anchored in equity interests in ethanol production assets and related agricultural by-products. ([investors.rexamerican.com](https://investors.rexamerican.com/?utm_source=openai)) REX has a long public-market history: it has been publicly traded since 1984 and has been listed on the New York Stock Exchange since 1986. Its core strategy is to hold majority and minority interests in ethanol plants, giving it exposure to operating cash flows while retaining a partnership-oriented structure. In its latest corporate materials, the company says it has interests in six ethanol production facilities with aggregate production capacity of about 730 million gallons per year, and effective annual volumes of roughly 300 million gallons attributable to REX’s ownership stakes. That footprint makes REX a meaningful but specialized participant in the U.S. ethanol landscape. ([investors.rexamerican.com](https://investors.rexamerican.com/?utm_source=openai)) The company’s principal products are ethanol, distillers grains, and distillers corn oil. These coproducts are important because they diversify revenue beyond fuel ethanol and help the company monetize the full value chain of corn processing. REX’s portfolio includes interests in One Earth Energy, NuGen Energy, and several Big River Resources facilities. Its competitive positioning is therefore tied to operational scale, plant efficiency, proximity to Midwestern corn supply, and sensitivity to domestic renewable-fuel economics rather than to global oil-market dynamics alone. ([investors.rexamerican.com](https://investors.rexamerican.com/?utm_source=openai)) Geographically, the company is overwhelmingly U.S.-focused, with assets located in the American Midwest, close to agricultural feedstock sources and logistics corridors. This concentration offers advantages in sourcing and distribution, but it also leaves earnings exposed to corn costs, ethanol pricing, policy changes, and demand conditions in the U.S. fuel market. From a thematic perspective, REX is positioned at the intersection of agriculture, energy transition, and industrial processing. The company has also highlighted environmental initiatives, including work with the University of Illinois on a potential carbon sequestration project, which signals optionality beyond the traditional ethanol model. ([investors.rexamerican.com](https://investors.rexamerican.com/?utm_source=openai)) Recent company updates point to continued operational momentum. REX reported record high full fiscal year 2025 net income per share attributable to common shareholders, held investor communications around its fiscal 2025 results, and announced participation in an Energy Infrastructure Council investor conference in May 2026. Recent SEC Form 4 filings also show insider transaction reporting activity, and the stock underwent a 2-for-1 split in September 2025. Taken together, these items suggest a company that remains active in capital markets and investor relations, while maintaining a focused, asset-backed business profile. ([investors.rexamerican.com](https://investors.rexamerican.com/?utm_source=openai))