Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UPBOUND GROUP, INC.RCII · Entity 599 | EVP - General Counsel | April 01, 2019 | April 03, 2019 |
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 April 01, 2019 · Filed April 03, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 59,190 |
Reported balance
After 2019-04-01 transaction · row 1
1 source rowRow 1 · 2019-04-01 · Grant · Acquired 3,897 · Balance 59,190 F1: Represents restricted stock units which vest upon completion of three years of continuous employment with the issuer from April 1, 2019. |
| Employee Stock Option (Right to Purchase)SEC Table II · derivative / convertible security · Conversion / exercise price $20.87 · Expires 2029-04-01 | Direct | 8,717 |
Reported balance
After 2019-04-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2019-04-01 · Grant · Acquired 8,717 · Balance 8,717 F2: 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. |
| CommonSEC Table I · non-derivative | IndirectBy 401k | 2,027 |
Reported balance
Holding disclosure · report date 2019-04-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,027 |
| CommonSEC Table I · non-derivative | Indirectby IRA | 5,000 |
Reported balance
Holding disclosure · report date 2019-04-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 5,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units which vest upon completion of three years of continuous employment with the issuer from April 1, 2019.
F2: 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.
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 |
|---|---|---|---|---|---|---|
| April 01, 2019 Filed Apr 3, 2019 20:13 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | GrantEmployee Stock Option (Right to Purchase) · Derivative | 8,717 | $0.00 Strike: $20.87 | $0.00 |
DisclosureSEC source: 0001225208-19-006331 · doc4.xml · derivative · entry 4 KORST CHRISTOPHER A · CIK 0001201323 · EVP - General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,717 Underlying: Common · 8,717 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 | 3,897 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-006331 · doc4.xml · nonDerivative · entry 1 KORST CHRISTOPHER A · CIK 0001201323 · EVP - General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,190 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 | 6,084 | $17.89 | $108,842.76 |
DisclosureSEC source: 0001225208-19-001992 · doc4.xml · nonDerivative · entry 3 KORST CHRISTOPHER A · CIK 0001201323 · EVP CAO & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,293 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 | 2,250 | $17.89 | $40,252.50 |
DisclosureSEC source: 0001225208-19-001992 · doc4.xml · nonDerivative · entry 2 KORST CHRISTOPHER A · CIK 0001201323 · EVP CAO & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,377 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 | 22,263 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-001992 · doc4.xml · nonDerivative · entry 1 KORST CHRISTOPHER A · CIK 0001201323 · EVP CAO & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,627 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 |
| January 29, 2019 Filed Jan 31, 2019 21:24 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Exercise / conversionEmployee Stock Option (Right to Purchase) · Derivative | 9,600 | $0.00 Strike: $15.37 | $0.00 |
DisclosureSEC source: 0001225208-19-001612 · doc4.xml · derivative · entry 5 KORST CHRISTOPHER A · CIK 0001201323 · EVP CAO & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 9,600 shares Expires 2019-01-30 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 |
| January 29, 2019 Filed Jan 31, 2019 21:24 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | SaleCommon | 9,600 | $17.39 | $166,913.28 |
DisclosureSEC source: 0001225208-19-001612 · doc4.xml · nonDerivative · entry 2 KORST CHRISTOPHER A · CIK 0001201323 · EVP CAO & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,364 Read SEC document |
| January 29, 2019 Filed Jan 31, 2019 21:24 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Exercise / conversionCommon | 9,600 | $15.37 | $147,552.00 |
DisclosureSEC source: 0001225208-19-001612 · doc4.xml · nonDerivative · entry 1 KORST CHRISTOPHER A · CIK 0001201323 · EVP CAO & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,964 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 |
| February 23, 2018 Filed Feb 27, 2018 22:34 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | GrantEmployee Stock Option (Right to Purchase) · Derivative | 21,284 | $0.00 Strike: $8.22 | $0.00 |
DisclosureSEC source: 0001225208-18-004417 · doc4.xml · derivative · entry 4 KORST CHRISTOPHER A · CIK 0001201323 · EVP - Chief Admin. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,284 Underlying: Common · 21,284 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 |
| February 23, 2018 Filed Feb 27, 2018 22:34 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | GrantCommon | 9,606 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-004417 · doc4.xml · nonDerivative · entry 1 KORST CHRISTOPHER A · CIK 0001201323 · EVP - Chief Admin. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,364 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 16:53 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Tax withholdingCommon | 791 | $9.42 | $7,451.22 |
DisclosureSEC source: 0001225208-18-002255 · doc4.xml · nonDerivative · entry 1 KORST CHRISTOPHER A · CIK 0001201323 · EVP - Chief Admin. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,758 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 |
| February 16, 2017 Filed Feb 21, 2017 18:25 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | GrantEmployee Stock Option (Right to Purchase) · Derivative | 31,712 | $0.00 Strike: $8.32 | $0.00 |
DisclosureSEC source: 0001225208-17-003894 · doc4.xml · derivative · entry 4 KORST CHRISTOPHER A · CIK 0001201323 · EVP - Chief Admin. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,712 Underlying: Common · 31,712 shares Expires 2027-02-16 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 16, 2017 Filed Feb 21, 2017 18:25 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | PurchaseCommon | 5,000 | $8.32 | $41,603.00 |
DisclosureSEC source: 0001225208-17-003894 · doc4.xml · nonDerivative · entry 2 KORST CHRISTOPHER A · CIK 0001201323 · EVP - Chief Admin. Officer 10b5-1 filing: Not disclosed Ownership: Indirect · by IRA Disclosed balance after: 5,000 Read SEC document |
| February 16, 2017 Filed Feb 21, 2017 18:25 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | GrantCommon | 9,491 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-003894 · doc4.xml · nonDerivative · entry 1 KORST CHRISTOPHER A · CIK 0001201323 · EVP - Chief Admin. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,549 F1 · shares: Represents restricted stock units which vest upon completion of three years of continuous employment with the issuer from February 16, 2017. Read SEC document |
| January 31, 2017 Filed Feb 2, 2017 22:08 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Tax withholdingCommon | 1,039 | $8.96 | $9,309.44 |
DisclosureSEC source: 0001225208-17-002274 · doc4.xml · nonDerivative · entry 1 KORST CHRISTOPHER A · CIK 0001201323 · EVP - Chief Admin. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,058 F1 · shares: Number of shares withheld to cover taxes with respect to time-based restricted stock units which vested on January 31, 2017 (upon completion of three years of continuous employment from grant date of January 31, 2014). 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.