Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UPBOUND GROUP, INC.RCII · Entity 599 | EVP, Chief Development Officer | May 26, 2021 | May 28, 2021 |
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 May 26, 2021 · Filed May 28, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 76,421 |
Last balance in matching sequence
After 2021-05-26 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2021-05-26 · Exercise / conversion · Acquired 2,849 · Balance 79,270 F1: Includes shares of common stock and unvested restricted stock units. Row 2 · 2021-05-26 · Sale · Disposed 2,849 · Balance 76,421 F1: Includes shares of common stock and unvested restricted stock units. |
| Employee Stock Option (Right to Purchase)SEC Table II · derivative / convertible security · Conversion / exercise price $37.19 · Expires 2022-01-31 | Direct | 0 |
Reported balance
After 2021-05-26 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2021-05-26 · Exercise / conversion · Disposed 2,849 · Balance 0 |
| COMMON STOCKSEC Table I · non-derivative | IndirectBy Deferred Compensation Plan | 103 |
Reported balance
Holding disclosure · report date 2021-05-26 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 103 |
Filing footnotes · ownership attribution and instrument terms
F1: Includes shares of common stock and unvested restricted stock units.
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 |
|---|---|---|---|---|---|---|
| May 26, 2021 Filed May 28, 2021 20:33 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Exercise / conversionEmployee Stock Option (Right to Purchase) · Derivative | 2,849 | $0.00 Strike: $37.19 | $0.00 |
DisclosureSEC source: 0000933036-21-000149 · wf-form4_162223397067531.xml · derivative · entry 4 Skula Catherine M · CIK 0001726504 · EVP, Chief Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 2,849 shares Expires 2022-01-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 26, 2021 Filed May 28, 2021 20:33 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | SaleCOMMON STOCK | 2,849 | $59.85 | $170,512.65 |
DisclosureSEC source: 0000933036-21-000149 · wf-form4_162223397067531.xml · nonDerivative · entry 2 Skula Catherine M · CIK 0001726504 · EVP, Chief Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,421 F1 · balance_after: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| May 26, 2021 Filed May 28, 2021 20:33 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Exercise / conversionCOMMON STOCK | 2,849 | $37.19 | $105,954.31 |
DisclosureSEC source: 0000933036-21-000149 · wf-form4_162223397067531.xml · nonDerivative · entry 1 Skula Catherine M · CIK 0001726504 · EVP, Chief Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,270 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 23:02 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | SaleCOMMON STOCK | 15,000 | $58.00 | $870,000.00 |
DisclosureSEC source: 0000933036-21-000061 · wf-form4_161472616146994.xml · nonDerivative · entry 2 Skula Catherine M · CIK 0001726504 · EVP, Chief Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,421 F2 · balance_after: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 23:02 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | GrantCOMMON STOCK | 1,777 | $0.00 | $0.00 |
DisclosureSEC source: 0000933036-21-000061 · wf-form4_161472616146994.xml · nonDerivative · entry 1 Skula Catherine M · CIK 0001726504 · EVP, Chief Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,421 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: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 00:02 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Tax withholdingCOMMON STOCK | 2,647 | $54.50 | $144,261.50 |
DisclosureSEC source: 0000933036-21-000042 · wf-form4_161421130038052.xml · nonDerivative · entry 3 Skula Catherine M · CIK 0001726504 · EVP, Chief Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,644 F4 · shares: Number of shares withheld to cover taxes with respect to time-based restricted stock units which vested on February 23, 2021 (upon completion of three years of continuous employment from grant date ofFebruary 23, 2018). F2 · balance_after: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 00:02 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Tax withholdingCOMMON STOCK | 18,496 | $54.50 | $1,008,032.00 |
DisclosureSEC source: 0000933036-21-000042 · wf-form4_161421130038052.xml · nonDerivative · entry 2 Skula Catherine M · CIK 0001726504 · EVP, Chief Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,291 F3 · shares: Number of shares withheld to cover taxes with respect to performance-based restricted stock units which vested on February 23, 2021. F2 · balance_after: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 00:02 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | GrantCOMMON STOCK | 53,784 | $0.00 | $0.00 |
DisclosureSEC source: 0000933036-21-000042 · wf-form4_161421130038052.xml · nonDerivative · entry 1 Skula Catherine M · CIK 0001726504 · EVP, Chief Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,787 F1 · shares: The Company's relative TSR over the three-year measurement period ending December 31, 2020, established in connection with performance-based restricted stock units granted to the reporting person on February 23, 2018, ranked in the 98th percentile, resulting in the vesting of 200% of such performance-based restricted stock units. F2 · balance_after: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| August 07, 2020 Filed Aug 11, 2020 20:16 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | SaleCOMMON STOCK | 44,910 | $31.89 | $1,432,179.90 |
DisclosureSEC source: 0000933036-20-000069 · wf-form4_159717697220296.xml · nonDerivative · entry 1 Skula Catherine M · CIK 0001726504 · EVP, Franchising 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,003 F1 · price: The price reported reflects the weighted average price, rounded to the nearest cent, of shares sold at prices ranging from $31.86 to $32.08 per share. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. F2 · balance_after: Includes common stock and unvested restricted stock units. Read SEC document |
| August 07, 2020 Filed Feb 16, 2021 22:01 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Exercise / conversionEmployee Stock Option (Right to Purchase) · Derivative | 2,066 | $0.00 Strike: $29.91 | $0.00 |
DisclosureSEC source: 0001104659-21-024344 · a5.xml · derivative · entry 17 Skula Catherine M · CIK 0001726504 · EVP, Chief Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: COMMON STOCK · 2,066 shares Expires 2021-01-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Options vest ratably over 4 years beginning on the first anniversary of the date of grant and becoming fully exercisable on the 4th anniversary of the date of grant (25% of the total number of shares granted vesting on each such anniversary date). Options expire 10 years from the date of grant. Read SEC document |
| August 07, 2020 Filed Feb 16, 2021 22:01 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Exercise / conversionEmployee Stock Option (Right to Purchase) · Derivative | 5,498 | $0.00 Strike: $25.03 | $0.00 |
DisclosureSEC source: 0001104659-21-024344 · a5.xml · derivative · entry 16 Skula Catherine M · CIK 0001726504 · EVP, Chief Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: COMMON STOCK · 5,498 shares Expires 2024-01-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Options vest ratably over 4 years beginning on the first anniversary of the date of grant and becoming fully exercisable on the 4th anniversary of the date of grant (25% of the total number of shares granted vesting on each such anniversary date). Options expire 10 years from the date of grant. Read SEC document |
| August 07, 2020 Filed Feb 16, 2021 22:01 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Exercise / conversionEmployee Stock Option (Right to Purchase) · Derivative | 6,544 | $0.00 Strike: $29.31 | $0.00 |
DisclosureSEC source: 0001104659-21-024344 · a5.xml · derivative · entry 15 Skula Catherine M · CIK 0001726504 · EVP, Chief Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: COMMON STOCK · 6,544 shares Expires 2025-02-06 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Options vest ratably over 4 years beginning on the first anniversary of the date of grant and becoming fully exercisable on the 4th anniversary of the date of grant (25% of the total number of shares granted vesting on each such anniversary date). Options expire 10 years from the date of grant. Read SEC document |
| August 07, 2020 Filed Feb 16, 2021 22:01 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Exercise / conversionEmployee Stock Option (Right to Purchase) · Derivative | 7,912 | $0.00 Strike: $10.34 | $0.00 |
DisclosureSEC source: 0001104659-21-024344 · a5.xml · derivative · entry 14 Skula Catherine M · CIK 0001726504 · EVP, Chief Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: COMMON STOCK · 7,912 shares Expires 2026-02-05 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Options vest ratably over 4 years beginning on the first anniversary of the date of grant and becoming fully exercisable on the 4th anniversary of the date of grant (25% of the total number of shares granted vesting on each such anniversary date). Options expire 10 years from the date of grant. Read SEC document |
| August 07, 2020 Filed Feb 16, 2021 22:01 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Exercise / conversionEmployee Stock Option (Right to Purchase) · Derivative | 8,909 | $0.00 Strike: $8.32 | $0.00 |
DisclosureSEC source: 0001104659-21-024344 · a5.xml · derivative · entry 13 Skula Catherine M · CIK 0001726504 · EVP, Chief Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,454 Underlying: COMMON STOCK · 8,909 shares Expires 2027-02-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Options vest ratably over 4 years beginning on the first anniversary of the date of grant and becoming fully exercisable on the 4th anniversary of the date of grant (25% of the total number of shares granted vesting on each such anniversary date). Options expire 10 years from the date of grant. Read SEC document |
| August 07, 2020 Filed Feb 16, 2021 22:01 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Exercise / conversionEmployee Stock Option (Right to Purchase) · Derivative | 7,454 | $0.00 Strike: $8.22 | $0.00 |
DisclosureSEC source: 0001104659-21-024344 · a5.xml · derivative · entry 12 Skula Catherine M · CIK 0001726504 · EVP, Chief Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,454 Underlying: COMMON STOCK · 7,454 shares Expires 2028-02-23 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Options vest ratably over 4 years beginning on the first anniversary of the date of grant and becoming fully exercisable on the 4th anniversary of the date of grant (25% of the total number of shares granted vesting on each such anniversary date). Options expire 10 years from the date of grant. Read SEC document |
| August 07, 2020 Filed Feb 16, 2021 22:01 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Exercise / conversionEmployee Stock Option (Right to Purchase) · Derivative | 5,000 | $0.00 Strike: $8.63 | $0.00 |
DisclosureSEC source: 0001104659-21-024344 · a5.xml · derivative · entry 11 Skula Catherine M · CIK 0001726504 · EVP, Chief Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: COMMON STOCK · 5,000 shares Expires 2028-04-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Options vest ratably over 4 years beginning on the first anniversary of the date of grant and becoming fully exercisable on the 4th anniversary of the date of grant (25% of the total number of shares granted vesting on each such anniversary date). Options expire 10 years from the date of grant. Read SEC document |
| August 07, 2020 Filed Feb 16, 2021 22:01 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Exercise / conversionEmployee Stock Option (Right to Purchase) · Derivative | 1,527 | $0.00 Strike: $20.87 | $0.00 |
DisclosureSEC source: 0001104659-21-024344 · a5.xml · derivative · entry 10 Skula Catherine M · CIK 0001726504 · EVP, Chief Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,579 Underlying: COMMON STOCK · 1,527 shares Expires 2029-04-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Options vest ratably over 4 years beginning on the first anniversary of the date of grant and becoming fully exercisable on the 4th anniversary of the date of grant (25% of the total number of shares granted vesting on each such anniversary date). Options expire 10 years from the date of grant. Read SEC document |
| August 07, 2020 Filed Feb 16, 2021 22:01 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Exercise / conversionCOMMON STOCK | 2,066 | $29.91 | $61,794.06 |
DisclosureSEC source: 0001104659-21-024344 · a5.xml · nonDerivative · entry 8 Skula Catherine M · CIK 0001726504 · EVP, Chief Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,003 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · acquired: On August 7, 2020, the reporting person acquired shares of common stock through the exercise of options and sold such shares. The exercise of the options was inadvertently omitted from the Form 4 filed by the reporting person on August 11, 2020 that reported the sale. F2 · balance_after: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| August 07, 2020 Filed Feb 16, 2021 22:01 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Exercise / conversionCOMMON STOCK | 5,498 | $25.03 | $137,614.94 |
DisclosureSEC source: 0001104659-21-024344 · a5.xml · nonDerivative · entry 7 Skula Catherine M · CIK 0001726504 · EVP, Chief Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,003 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · acquired: On August 7, 2020, the reporting person acquired shares of common stock through the exercise of options and sold such shares. The exercise of the options was inadvertently omitted from the Form 4 filed by the reporting person on August 11, 2020 that reported the sale. F2 · balance_after: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| August 07, 2020 Filed Feb 16, 2021 22:01 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Exercise / conversionCOMMON STOCK | 6,544 | $29.31 | $191,804.64 |
DisclosureSEC source: 0001104659-21-024344 · a5.xml · nonDerivative · entry 6 Skula Catherine M · CIK 0001726504 · EVP, Chief Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,003 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · acquired: On August 7, 2020, the reporting person acquired shares of common stock through the exercise of options and sold such shares. The exercise of the options was inadvertently omitted from the Form 4 filed by the reporting person on August 11, 2020 that reported the sale. F2 · balance_after: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| August 07, 2020 Filed Feb 16, 2021 22:01 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Exercise / conversionCOMMON STOCK | 7,912 | $10.34 | $81,810.08 |
DisclosureSEC source: 0001104659-21-024344 · a5.xml · nonDerivative · entry 5 Skula Catherine M · CIK 0001726504 · EVP, Chief Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,003 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · acquired: On August 7, 2020, the reporting person acquired shares of common stock through the exercise of options and sold such shares. The exercise of the options was inadvertently omitted from the Form 4 filed by the reporting person on August 11, 2020 that reported the sale. F2 · balance_after: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| August 07, 2020 Filed Feb 16, 2021 22:01 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Exercise / conversionCOMMON STOCK | 8,909 | $8.32 | $74,122.88 |
DisclosureSEC source: 0001104659-21-024344 · a5.xml · nonDerivative · entry 4 Skula Catherine M · CIK 0001726504 · EVP, Chief Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,003 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · acquired: On August 7, 2020, the reporting person acquired shares of common stock through the exercise of options and sold such shares. The exercise of the options was inadvertently omitted from the Form 4 filed by the reporting person on August 11, 2020 that reported the sale. F2 · balance_after: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| August 07, 2020 Filed Feb 16, 2021 22:01 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Exercise / conversionCOMMON STOCK | 7,454 | $8.22 | $61,271.88 |
DisclosureSEC source: 0001104659-21-024344 · a5.xml · nonDerivative · entry 3 Skula Catherine M · CIK 0001726504 · EVP, Chief Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,003 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · acquired: On August 7, 2020, the reporting person acquired shares of common stock through the exercise of options and sold such shares. The exercise of the options was inadvertently omitted from the Form 4 filed by the reporting person on August 11, 2020 that reported the sale. F2 · balance_after: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| August 07, 2020 Filed Feb 16, 2021 22:01 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Exercise / conversionCOMMON STOCK | 5,000 | $8.63 | $43,150.00 |
DisclosureSEC source: 0001104659-21-024344 · a5.xml · nonDerivative · entry 2 Skula Catherine M · CIK 0001726504 · EVP, Chief Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,003 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · acquired: On August 7, 2020, the reporting person acquired shares of common stock through the exercise of options and sold such shares. The exercise of the options was inadvertently omitted from the Form 4 filed by the reporting person on August 11, 2020 that reported the sale. F2 · balance_after: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| August 07, 2020 Filed Feb 16, 2021 22:01 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Exercise / conversionCOMMON STOCK | 1,527 | $20.87 | $31,868.49 |
DisclosureSEC source: 0001104659-21-024344 · a5.xml · nonDerivative · entry 1 Skula Catherine M · CIK 0001726504 · EVP, Chief Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,003 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · acquired: On August 7, 2020, the reporting person acquired shares of common stock through the exercise of options and sold such shares. The exercise of the options was inadvertently omitted from the Form 4 filed by the reporting person on August 11, 2020 that reported the sale. F2 · balance_after: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| February 26, 2020 Filed Feb 28, 2020 22:44 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | GrantEmployee Stock Option (Right to Purchase) · Derivative | 8,304 | $0.00 Strike: $24.77 | $0.00 |
DisclosureSEC source: 0001225208-20-003781 · doc4.xml · derivative · entry 3 Skula Catherine M · CIK 0001726504 · EVP - Franchising 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,304 Underlying: Common · 8,304 shares Expires 2030-02-26 F2 · derivative.exercise_date: Options vest ratably over 4 years beginning on the first anniversary of the date of grant and becoming fully exercisable on the 4th anniversary of the date of grant (25% of the total number of shares granted vesting on each such anniversary date). Options expire 10 years from the date of grant. Read SEC document |
| February 26, 2020 Filed Feb 28, 2020 22:44 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | GrantCommon | 2,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-003781 · doc4.xml · nonDerivative · entry 1 Skula Catherine M · CIK 0001726504 · EVP - Franchising 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,003 F1 · shares: Represents restricted stock units which vest upon completion of three years of continuous employment with the issuer from February 26, 2020. Read SEC document |
| February 16, 2020 Filed Feb 18, 2020 21:04 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Tax withholdingCommon | 13,451 | $27.97 | $376,224.47 |
DisclosureSEC source: 0001225208-20-002598 · doc4.xml · nonDerivative · entry 3 Skula Catherine M · CIK 0001726504 · EVP - Franchising 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,703 F3 · shares: Number of shares withheld to cover taxes with respect to performance-based restricted stock units which vested on February 16, 2020. Read SEC document |
| February 16, 2020 Filed Feb 18, 2020 21:04 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Tax withholdingCommon | 1,594 | $27.97 | $44,584.18 |
DisclosureSEC source: 0001225208-20-002598 · doc4.xml · nonDerivative · entry 2 Skula Catherine M · CIK 0001726504 · EVP - Franchising 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,154 F2 · shares: Number of shares withheld to cover taxes with respect to time-based restricted stock units which vested on February 16, 2020 (upon completion of three years of continuous employment from grant date of February 16, 2017). Read SEC document |
| February 16, 2020 Filed Feb 18, 2020 21:04 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | GrantCommon | 42,658 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-002598 · doc4.xml · nonDerivative · entry 1 Skula Catherine M · CIK 0001726504 · EVP - Franchising 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,748 F1 · acquired: The Company's relative TSR over the three-year measurement period ending December 31, 2019, established in connection with performance-based restricted stock units granted to the reporting person on February 16, 2017, ranked in the 98th percentile, resulting in the vesting of 200% of such performance-based restricted stock units. Read SEC document |
| November 20, 2019 Filed Nov 22, 2019 22:22 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Exercise / conversionEmployee Stock Option (Right to Purchase) · Derivative | 1,380 | $0.00 Strike: $19.70 | $0.00 |
DisclosureSEC source: 0001225208-19-014813 · doc4.xml · derivative · entry 4 Skula Catherine M · CIK 0001726504 · EVP - Franchising 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 1,380 shares Expires 2020-01-29 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 20, 2019 Filed Nov 22, 2019 22:22 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | SaleCommon | 1,380 | $24.90 | $34,362.00 |
DisclosureSEC source: 0001225208-19-014813 · doc4.xml · nonDerivative · entry 2 Skula Catherine M · CIK 0001726504 · EVP - Franchising 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,090 Read SEC document |
| November 20, 2019 Filed Nov 22, 2019 22:22 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Exercise / conversionCommon | 1,380 | $19.70 | $27,186.00 |
DisclosureSEC source: 0001225208-19-014813 · doc4.xml · nonDerivative · entry 1 Skula Catherine M · CIK 0001726504 · EVP - Franchising 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,470 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 04, 2019 Filed Jun 5, 2019 21:57 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Exercise / conversionEmployee Stock Option (Right to Purchase) · Derivative | 5,000 | $0.00 Strike: $18.88 | $0.00 |
DisclosureSEC source: 0001225208-19-008900 · doc4.xml · derivative · entry 4 Skula Catherine M · CIK 0001726504 · EVP - Franchising 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 5,000 shares Expires 2019-10-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 04, 2019 Filed Jun 5, 2019 21:57 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | SaleCommon | 5,000 | $24.45 | $122,250.00 |
DisclosureSEC source: 0001225208-19-008900 · doc4.xml · nonDerivative · entry 2 Skula Catherine M · CIK 0001726504 · EVP - Franchising 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,090 Read SEC document |
| June 04, 2019 Filed Jun 5, 2019 21:57 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Exercise / conversionCommon | 5,000 | $18.88 | $94,400.00 |
DisclosureSEC source: 0001225208-19-008900 · doc4.xml · nonDerivative · entry 1 Skula Catherine M · CIK 0001726504 · EVP - Franchising 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,090 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 20:13 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | GrantEmployee Stock Option (Right to Purchase) · Derivative | 6,106 | $0.00 Strike: $20.87 | $0.00 |
DisclosureSEC source: 0001225208-19-006330 · doc4.xml · derivative · entry 3 Skula Catherine M · CIK 0001726504 · EVP - Franchising 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,106 Underlying: Common · 6,106 shares Expires 2029-04-01 F2 · derivative.exercise_date: Options vest ratably over 4 years beginning on the first anniversary of the date of grant and becoming fully exercisable on the 4th anniversary of the date of grant (25% of the total number of shares granted vesting on each such anniversary date). Options expire 10 years from the date of grant. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 20:13 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | GrantCommon | 2,730 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-006330 · doc4.xml · nonDerivative · entry 1 Skula Catherine M · CIK 0001726504 · EVP - Franchising 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,090 F1 · shares: Represents restricted stock units which vest upon completion of three years of continuous employment with the issuer from April 1, 2019. Read SEC document |
| February 05, 2019 Filed Feb 7, 2019 21:51 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Tax withholdingCommon | 3,290 | $17.89 | $58,858.10 |
DisclosureSEC source: 0001225208-19-001995 · doc4.xml · nonDerivative · entry 3 Skula Catherine M · CIK 0001726504 · EVP - Franchising 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,360 F3 · shares: Number of shares withheld to cover taxes with respect to performance-based restricted stock units which vested on February 5, 2019. Read SEC document |
| February 05, 2019 Filed Feb 7, 2019 21:51 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Tax withholdingCommon | 1,334 | $17.89 | $23,865.26 |
DisclosureSEC source: 0001225208-19-001995 · doc4.xml · nonDerivative · entry 2 Skula Catherine M · CIK 0001726504 · EVP - Franchising 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,650 F2 · shares: Number of shares withheld to cover taxes with respect to time-based restricted stock units which vested on February 5, 2019 (upon completion of three years of continuous employment from grant date of February 5, 2016). Read SEC document |
| February 05, 2019 Filed Feb 7, 2019 21:51 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | GrantCommon | 11,913 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-001995 · doc4.xml · nonDerivative · entry 1 Skula Catherine M · CIK 0001726504 · EVP - Franchising 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,984 F1 · shares: The Company's relative TSR over the three-year measurement period ending December 31, 2018 established in connection with performance-based restricted stock units granted to the reporting person on February 5, 2016, ranked in the 44th percentile, resulting in the vesting of 75% of such performance-based restricted stock units. Read SEC document |
| December 24, 2018 Filed Dec 27, 2018 20:59 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Exercise / conversionEmployee Stock Option (Right to Purchase) · Derivative | 4,454 | $0.00 Strike: $8.32 | $0.00 |
DisclosureSEC source: 0001225208-18-017042 · doc4.xml · derivative · entry 8 Skula Catherine M · CIK 0001726504 · EVP - Franchising 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,363 Underlying: Common · 4,454 shares Expires 2027-02-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 24, 2018 Filed Dec 27, 2018 20:59 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Exercise / conversionEmployee Stock Option (Right to Purchase) · Derivative | 7,913 | $0.00 Strike: $10.34 | $0.00 |
DisclosureSEC source: 0001225208-18-017042 · doc4.xml · derivative · entry 7 Skula Catherine M · CIK 0001726504 · EVP - Franchising 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,912 Underlying: Common · 7,913 shares Expires 2026-02-05 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 24, 2018 Filed Dec 27, 2018 20:59 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | SaleCommon | 9,014 | $15.06 | $135,750.84 |
DisclosureSEC source: 0001225208-18-017042 · doc4.xml · nonDerivative · entry 5 Skula Catherine M · CIK 0001726504 · EVP - Franchising 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,071 Read SEC document |
| December 24, 2018 Filed Dec 27, 2018 20:59 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | SaleCommon | 7,913 | $15.09 | $119,407.17 |
DisclosureSEC source: 0001225208-18-017042 · doc4.xml · nonDerivative · entry 4 Skula Catherine M · CIK 0001726504 · EVP - Franchising 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,085 Read SEC document |
| December 24, 2018 Filed Dec 27, 2018 20:59 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | SaleCommon | 4,454 | $15.09 | $67,210.86 |
DisclosureSEC source: 0001225208-18-017042 · doc4.xml · nonDerivative · entry 3 Skula Catherine M · CIK 0001726504 · EVP - Franchising 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,998 Read SEC document |
| December 24, 2018 Filed Dec 27, 2018 20:59 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Exercise / conversionCommon | 4,454 | $8.32 | $37,057.28 |
DisclosureSEC source: 0001225208-18-017042 · doc4.xml · nonDerivative · entry 2 Skula Catherine M · CIK 0001726504 · EVP - Franchising 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,452 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 24, 2018 Filed Dec 27, 2018 20:59 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Exercise / conversionCommon | 7,913 | $10.34 | $81,820.42 |
DisclosureSEC source: 0001225208-18-017042 · doc4.xml · nonDerivative · entry 1 Skula Catherine M · CIK 0001726504 · EVP - Franchising 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,998 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 02, 2018 Filed Apr 4, 2018 13:32 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | GrantEmployee Stock Option (Right to Purchase) · Derivative | 10,000 | $0.00 Strike: $8.63 | $0.00 |
DisclosureSEC source: 0001225208-18-007286 · doc4.xml · derivative · entry 1 Skula Catherine M · CIK 0001726504 · EVP - Franchising 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common · 10,000 shares Expires 2028-04-02 F1 · derivative.exercise_date: Options vest ratably over 4 years beginning on the first anniversary of the date of grant and becoming fully exercisable on the 4th anniversary of the date of grant (25% of the total number of shares granted vesting on each such anniversary date). Options expire 10 years from the date of grant. F1 · derivative.expiration_date: Options vest ratably over 4 years beginning on the first anniversary of the date of grant and becoming fully exercisable on the 4th anniversary of the date of grant (25% of the total number of shares granted vesting on each such anniversary date). Options expire 10 years from the date of grant. Read SEC document |
| February 23, 2018 Filed Feb 27, 2018 22:35 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | GrantEmployee Stock Option (Right to Purchase) · Derivative | 14,908 | $0.00 Strike: $8.22 | $0.00 |
DisclosureSEC source: 0001225208-18-004419 · doc4.xml · derivative · entry 3 Skula Catherine M · CIK 0001726504 · EVP - Franchising 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,908 Underlying: Common · 14,908 shares Expires 2028-02-23 F2 · derivative.exercise_date: Options vest ratably over 4 years beginning on the first anniversary of the date of grant and becoming fully exercisable on the 4th anniversary of the date of grant (25% of the total number of shares granted vesting on each such anniversary date). Options expire 10 years from the date of grant. 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.