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 |
|---|---|---|---|---|---|---|
| February 23, 2018 Filed Feb 27, 2018 22:35 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | GrantCommon | 6,728 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-004419 · doc4.xml · nonDerivative · entry 1 Skula Catherine M · CIK 0001726504 · EVP - Franchising 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,085 F1 · shares: Represents restricted stock units which vest upon completion of three years of continuous employment with the issuer from February 23, 2018. Read SEC document |
| February 06, 2018 Filed Feb 8, 2018 16:54 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Tax withholdingCommon | 448 | $9.42 | $4,220.16 |
DisclosureSEC source: 0001225208-18-002257 · doc4.xml · nonDerivative · entry 1 Skula Catherine M · CIK 0001726504 · EVP - Franchising 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,357 F1 · shares: Number of shares withheld to cover taxes with respect to time-based restricted stock units which vested on February 6, 2018 (upon completion of three years of continuous employment from grant date of February 6, 2015). 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.