Insider Trading April 1, 2026

US Energy CEO Buys 15,000 Shares as Company Advances Helium and CO2 Processing Project

Smith Ryan Lewis increases direct stake while USEG pursues Montana processing facility and completes equity financings

By Avery Klein USEG
US Energy CEO Buys 15,000 Shares as Company Advances Helium and CO2 Processing Project
USEG

US Energy Corp (USEG) Chief Executive Smith Ryan Lewis purchased 15,000 shares on March 31, 2026, for $13,050, increasing his direct holdings to 1,118,769 shares. The transaction occurs alongside the company’s planned processing facility at the Big Sky Carbon Hub in Montana and recent equity financings that include an underwritten offering and a large block sale to Roth Principal Investments, LLC.

Key Points

  • US Energy CEO Smith Ryan Lewis bought 15,000 shares at $0.87 on March 31, 2026, bringing his direct holdings to 1,118,769 shares - relevant to corporate insider ownership and sentiment.
  • The company plans a processing facility at the Big Sky Carbon Hub in Montana with an inlet capacity of about 8.0 million cubic feet per day and initial expected outputs of ~12 million cubic feet of helium and ~125,000 metric tons of refined CO2 annually - relevant to energy and industrial gas sectors.
  • USEG completed equity financings: an underwritten public offering of 8.8 million shares at $1.00 per share for gross proceeds of $8.8 million, and an additional sale of 6,525,843 shares to Roth Principal Investments, LLC, raising $7,300,223 - material to capital markets and shareholder base.

US Energy Corp (USEG) reported that its chief executive, Smith Ryan Lewis, acquired 15,000 shares of the company's common stock on March 31, 2026. The purchase price was $0.87 per share, valuing the transaction at $13,050. After this buy, Lewis directly holds 1,118,769 shares of US Energy Corp.

The insider purchase comes while the company's shares trade close to their 52-week low of $0.85, with the market price noted at $0.88. Independent valuation analysis cited in available research indicates USEG is trading below calculated fair value and is included on a Most Undervalued list produced by that analysis. Additional in-depth research on USEG is available through the company's Pro Research Report, which is one of over 1,400 reports covering U.S. equities.

Concurrently, US Energy Corp disclosed a development program at the Big Sky Carbon Hub in Montana. The company plans to build a processing facility at the hub with an expected inlet capacity of approximately 8.0 million cubic feet per day. Initial operations at the planned plant are projected to generate about 12 million cubic feet of helium and roughly 125,000 metric tons of refined CO2 per year.

To support its industrial gas development activities, including the processing plant and related infrastructure, USEG has priced an underwritten public offering of 8.8 million shares at $1.00 per share, with estimated gross proceeds of $8.8 million. The company indicated these funds are intended for use on the development project and the processing facility.

In a related transaction tied to previously disclosed arrangements, US Energy Corp reported the sale of an additional 6,525,843 shares to Roth Principal Investments, LLC. That sale produced aggregate proceeds of $7,300,223 and represents approximately 19.1% of the company's outstanding common stock as of September 30, 2025. The company characterized these items as part of its efforts to expand operations and secure financing for its projects.


Context and implications

The CEO purchase updates insider ownership levels precisely and is recorded at the stated price and share count. The company simultaneously has active capital-raising steps and a material project in development at the Big Sky Carbon Hub, with defined capacity and output projections for helium and refined CO2. Separately, a significant share sale to Roth Principal Investments, LLC, and the underwritten offering are documented with their respective share counts and proceeds.

All figures, schedules, and ownership percentages above reflect the disclosures provided by the company and the transaction records associated with the dates and amounts specified.

Risks

  • Equity dilution risk from the underwritten public offering of 8.8 million shares at $1.00 per share, which could affect existing shareholders - impacts capital markets and investor ownership.
  • Concentration and ownership impact from the sale of 6,525,843 shares to Roth Principal Investments, LLC, representing about 19.1% of outstanding common stock as of September 30, 2025 - affects shareholder composition and market float.
  • Execution and projection uncertainty for the Montana processing facility: stated initial production figures for helium and refined CO2 are projections tied to the planned plant - affects energy, industrial gas, and project development outcomes.

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