Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UPBOUND GROUP, INC.RCII · Entity 599 | EVP-Acima | February 25, 2022 | March 01, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
UPBOUND GROUP, INC.
Report date February 25, 2022 · Filed March 01, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 107,085 |
Last balance in matching sequence
After 2022-02-26 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2022-02-25 · Grant · Acquired 16,136 · Balance 108,195 F1: Represents restricted stock units which vest annually in one-third increments on February 25 of each of the next three years provided that the reporting person has been continuously employed by the issuer as of each such vesting date. F2: Includes shares of common stock and unvested restricted stock units. Row 2 · 2022-02-26 · Tax withholding · Disposed 1,110 · Balance 107,085 F3: Number of shares withheld to cover taxes with respect to time-based restricted stock units which vested on February 26, 2022 (upon completion of one year of continuous employment from grant date of February 26, 2021). F2: Includes shares of common stock and unvested restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units which vest annually in one-third increments on February 25 of each of the next three years provided that the reporting person has been continuously employed by the issuer as of each such vesting date.
F2: Includes shares of common stock and unvested restricted stock units.
F3: Number of shares withheld to cover taxes with respect to time-based restricted stock units which vested on February 26, 2022 (upon completion of one year of continuous employment from grant date of February 26, 2021).
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 26, 2022 Filed Mar 1, 2022 22:15 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Tax withholdingCOMMON STOCK | 1,110 | $29.39 | $32,622.90 |
DisclosureSEC source: 0000933036-22-000057 · wf-form4_164617290530862.xml · nonDerivative · entry 2 Hogg Jason Jude · CIK 0001815925 · EVP-Acima 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,085 F3 · shares: Number of shares withheld to cover taxes with respect to time-based restricted stock units which vested on February 26, 2022 (upon completion of one year of continuous employment from grant date of February 26, 2021). F2 · balance_after: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| February 25, 2022 Filed Mar 1, 2022 22:15 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | GrantCOMMON STOCK | 16,136 | $29.05 | $468,750.80 |
DisclosureSEC source: 0000933036-22-000057 · wf-form4_164617290530862.xml · nonDerivative · entry 1 Hogg Jason Jude · CIK 0001815925 · EVP-Acima 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,195 F1 · shares: Represents restricted stock units which vest annually in one-third increments on February 25 of each of the next three years provided that the reporting person has been continuously employed by the issuer as of each such vesting date. F2 · balance_after: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| February 14, 2022 Filed Feb 16, 2022 22:12 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Tax withholdingCOMMON STOCK | 47,976 | $38.94 | $1,868,185.44 |
DisclosureSEC source: 0000933036-22-000033 · wf-form4_164504955312006.xml · nonDerivative · entry 2 Hogg Jason Jude · CIK 0001815925 · EVP-Acima 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,059 F3 · shares: Number of shares withheld to cover taxes with respect to performance-based restricted stock units which vested on February 14, 2022. F2 · balance_after: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| February 14, 2022 Filed Feb 16, 2022 22:12 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | GrantCOMMON STOCK | 131,480 | $38.94 | $5,119,831.20 |
DisclosureSEC source: 0000933036-22-000033 · wf-form4_164504955312006.xml · nonDerivative · entry 1 Hogg Jason Jude · CIK 0001815925 · EVP-Acima 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,035 F1 · shares: The Company's relative TSR over the three-year measurement period ending December 31, 2021, established in connection with performance-based restricted stock units granted to the reporting person on July 1, 2020, ranked in the 91st percentile, resulting in thevesting of 200% of such performance-based restricted stock units. This grant was in connection with the reporting person's hiring and took into account, among other considerations, the fact that the reporting person would be forfeiting equity from a previous employer. F2 · balance_after: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 23:04 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | GrantCOMMON STOCK | 8,555 | $0.00 | $0.00 |
DisclosureSEC source: 0000933036-21-000064 · wf-form4_161472623824649.xml · nonDerivative · entry 1 Hogg Jason Jude · CIK 0001815925 · EVP, Preferred Lease 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,555 F1 · shares: Represents restricted stock units which vest annually in one-third increments on February 26 of each of the next three years provided that the reporting person has been continuously employed by the issuer as of each such vesting date. F2 · balance_after: Represents unvested restricted stock units. Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 19:54 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | GrantPerformance Share Units · Derivative | 65,740 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000933036-20-000059 · wf-form4_159406523722309.xml · derivative · entry 2 Hogg Jason Jude · CIK 0001815925 · EVP, Preferred Lease 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,740 Underlying: COMMON STOCK · 65,740 shares Expires 2023-02-26 F2 · derivative.exercise_date: Each PSU represents a contingent right to receive between one and two shares of RCII common stock (inclusive), based on the actual total shareholder return on RCII common stock during the three-year period from January 1, 2020 through December 31, 2022 compared to pre-established relative total shareholder return goals measured against the S&P 1500 Specialty Retail Index. The numbers of PSUs and shares of RCII common stock, as applicable, reported in columns 5, 7 and 9 of Table II reflect achievement at the target level of performance. Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 19:54 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | GrantPerformance Share Units · Derivative | 65,740 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000933036-20-000059 · wf-form4_159406523722309.xml · derivative · entry 1 Hogg Jason Jude · CIK 0001815925 · EVP, Preferred Lease 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,740 Underlying: COMMON STOCK · 65,740 shares Expires 2022-04-01 F1 · derivative.exercise_date: Each PSU represents a contingent right to receive between one and two shares of RCII common stock (inclusive), based on the actual total shareholder return on RCII common stock during the three-year period from January 1, 2019 through December 31, 2021 compared to pre-established relative total shareholder return goals measured against the S&P 1500 Specialty Retail Index. The numbers of PSUs and shares of RCII common stock, as applicable, reported in columns 5, 7 and 9 of Table II reflect achievement at the target level of performance. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.