Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UPBOUND GROUP, INC.RCII · Entity 599 | EVP - Acceptance Now | February 27, 2017 | February 28, 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 February 27, 2017 · Filed February 28, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 21,162 |
Reported balance
After 2017-02-27 transaction · row 1
1 source rowRow 1 · 2017-02-27 · Purchase · Acquired 5,000 · Balance 21,162 |
| CommonSEC Table I · non-derivative | IndirectBy 401k | 745 |
Reported balance
Holding disclosure · report date 2017-02-27 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 745 |
| CommonSEC Table I · non-derivative | IndirectBy Deferred Compensation Plan | 10 |
Reported balance
Holding disclosure · report date 2017-02-27 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 10 |
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 27, 2017 Filed Feb 28, 2017 14:33 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | PurchaseCommon | 5,000 | $8.70 | $43,495.00 |
DisclosureSEC source: 0001225208-17-004797 · doc4.xml · nonDerivative · entry 1 Denman Mark E. · CIK 0001635471 · EVP - Acceptance Now 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,162 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: 0001225208-17-003891 · doc4.xml · derivative · entry 4 Denman Mark E. · CIK 0001635471 · EVP - Acceptance Now 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: 0001225208-17-003891 · doc4.xml · nonDerivative · entry 1 Denman Mark E. · CIK 0001635471 · EVP - Acceptance Now 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,162 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 | 376 | $8.96 | $3,368.96 |
DisclosureSEC source: 0001225208-17-002272 · doc4.xml · nonDerivative · entry 1 Denman Mark E. · CIK 0001635471 · EVP - Acceptance Now 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,521 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.