Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UPBOUND GROUP, INC.RCII · Entity 599 | EVP - RTO Domestic | February 23, 2018 | February 27, 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 February 23, 2018 · Filed February 27, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 20,100 |
Reported balance
After 2018-02-23 transaction · row 1
1 source rowRow 1 · 2018-02-23 · Grant · Acquired 6,721 · Balance 20,100 F1: Represents restricted stock units which vest upon completion of three years of continuous employment with the issuer from February 23, 2018. |
| Employee Stock Option (Right to Purchase)SEC Table II · derivative / convertible security · Conversion / exercise price $8.22 · Expires 2028-02-23 | Direct | 14,892 |
Reported balance
After 2018-02-23 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2018-02-23 · Grant · Acquired 14,892 · Balance 14,892 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 Children | 58 |
Reported balance
Holding disclosure · report date 2018-02-23 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 58 |
| CommonSEC Table I · non-derivative | IndirectBy Deferred Compensation Plan | 395 |
Reported balance
Holding disclosure · report date 2018-02-23 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 395 |
| CommonSEC Table I · non-derivative | Indirectby IRA | 80 |
Reported balance
Holding disclosure · report date 2018-02-23 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 80 |
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 February 23, 2018.
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 |
|---|---|---|---|---|---|---|
| February 23, 2018 Filed Feb 27, 2018 22:35 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | GrantEmployee Stock Option (Right to Purchase) · Derivative | 14,892 | $0.00 Strike: $8.22 | $0.00 |
DisclosureSEC source: 0001225208-18-004420 · doc4.xml · derivative · entry 5 York James E. · CIK 0001680008 · EVP - RTO Domestic 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,892 Underlying: Common · 14,892 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 22:35 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | GrantCommon | 6,721 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-004420 · doc4.xml · nonDerivative · entry 1 York James E. · CIK 0001680008 · EVP - RTO Domestic 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,100 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 | 308 | $9.42 | $2,901.36 |
DisclosureSEC source: 0001225208-18-002258 · doc4.xml · nonDerivative · entry 1 York James E. · CIK 0001680008 · EVP - RTO Domestic 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,379 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 | 22,189 | $0.00 Strike: $8.32 | $0.00 |
DisclosureSEC source: 0001225208-17-003892 · doc4.xml · derivative · entry 5 York James E. · CIK 0001680008 · EVP - RTO Domestic 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,189 Underlying: Common · 22,189 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 | GrantCommon | 6,641 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-003892 · doc4.xml · nonDerivative · entry 1 York James E. · CIK 0001680008 · EVP - RTO Domestic 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,687 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 | 338 | $8.96 | $3,028.48 |
DisclosureSEC source: 0001225208-17-002271 · doc4.xml · nonDerivative · entry 1 York James E. · CIK 0001680008 · EVP - RTO Domestic 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,046 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 |
| October 03, 2016 Filed Oct 4, 2016 20:44 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | GrantEmployee Stock Option (Right to Purchase) · Derivative | 10,000 | $0.00 Strike: $12.64 | $0.00 |
DisclosureSEC source: 0001225208-16-040079 · doc4.xml · derivative · entry 1 York James E. · CIK 0001680008 · EVP - RTO Domestic 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common · 10,000 shares Expires 2026-10-03 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. 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.