Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UPBOUND GROUP, INC.RCII · Entity 599 | EVP - Chief Operating Officer | July 03, 2017 | July 06, 2017 |
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 July 03, 2017 · Filed July 06, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 11,980 |
Ending reported balance
After 2017-07-03 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-07-03 · Grant · Acquired 7,500 · Balance 7,500 F1: Represents restricted stock units which vest on July 3, 2018. Row 2 · 2017-07-03 · Grant · Acquired 4,480 · Balance 11,980 F2: Represents restricted stock units which vest on February 16, 2020. |
| Employee Stock Option (Right to Purchase)SEC Table II · derivative / convertible security · Conversion / exercise price $11.72 · Expires 2027-07-03 | Direct | 4,480 |
Reported balance
After 2017-07-03 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-07-03 · Grant · Acquired 4,480 · Balance 4,480 F3: 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: Represents restricted stock units which vest on July 3, 2018.
F2: Represents restricted stock units which vest on February 16, 2020.
F3: 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 |
|---|---|---|---|---|---|---|
| July 03, 2017 Filed Jul 6, 2017 14:18 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | GrantEmployee Stock Option (Right to Purchase) · Derivative | 4,480 | $0.00 Strike: $11.72 | $0.00 |
DisclosureSEC source: 0001225208-17-012320 · doc4.xml · derivative · entry 3 Mussat Joel M · CIK 0001528812 · EVP - Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,480 Underlying: Common · 4,480 shares Expires 2027-07-03 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 |
| July 03, 2017 Filed Jul 6, 2017 14:18 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | GrantCommon | 4,480 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-012320 · doc4.xml · nonDerivative · entry 2 Mussat Joel M · CIK 0001528812 · EVP - Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,980 F2 · shares: Represents restricted stock units which vest on February 16, 2020. Read SEC document |
| July 03, 2017 Filed Jul 6, 2017 14:18 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | GrantCommon | 7,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-012320 · doc4.xml · nonDerivative · entry 1 Mussat Joel M · CIK 0001528812 · EVP - Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 F1 · shares: Represents restricted stock units which vest on July 3, 2018. 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.