Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UPBOUND GROUP, INC.RCII · Entity 599 | EVP - Acceptance Now | April 02, 2018 | April 04, 2018 |
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 02, 2018 · Filed April 04, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Employee Stock Option (Right to Purchase)SEC Table II · derivative / convertible security · Conversion / exercise price $8.63 · Expires 2028-04-02 | Direct | 10,000 |
Reported balance
After 2018-04-02 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2018-04-02 · Grant · Acquired 10,000 · Balance 10,000 F1: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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 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: 0001225208-18-007285 · doc4.xml · derivative · entry 1 Crocker Christopher P. · CIK 0001723588 · EVP - Acceptance Now 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 | 13,288 | $0.00 Strike: $8.22 | $0.00 |
DisclosureSEC source: 0001225208-18-004421 · doc4.xml · derivative · entry 2 Crocker Christopher P. · CIK 0001723588 · EVP - Acceptance Now 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,288 Underlying: Common · 13,288 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 16, 2018 Filed Feb 27, 2018 22:35 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | GrantCommon | 5,998 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-004421 · doc4.xml · nonDerivative · entry 1 Crocker Christopher P. · CIK 0001723588 · EVP - Acceptance Now 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,301 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 | 278 | $9.42 | $2,618.76 |
DisclosureSEC source: 0001225208-18-002256 · doc4.xml · nonDerivative · entry 1 Crocker Christopher P. · CIK 0001723588 · EVP - Acceptance Now 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,303 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.