Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UPBOUND GROUP, INC.UPBD · Entity 599 | Chief Executive Officer | September 01, 2026 | September 02, 2026 |
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 September 01, 2026 · Filed September 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| PERFORMANCE STOCK UNITSSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 767,838 |
Reported balance
After 2026-09-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-01 · Grant · Acquired 767,838 · Balance 767,838 F1: Represents a supplemental equity award consisting of restricted stock units and performance stock units to promote retention of key executives and to incentivize share price appreciation measured against predetermined stock prices. F2: Represents the portion of the supplemental equity award granted as performance stock units, which are eligible to vest, if at all, based on the achievement of predetermined 20-trading-day average closing stock prices during a four-year performance period, subject to the reporting person's continued employment through the applicable vesting date. The performance stock units are divided into three tranches: 33% eligible to be earned upon a 20-trading-day average closing price of $24.18, 33% upon a 20-trading-day average closing price of $31.43, and 34% upon a 20-trading-day average closing price of $38.68. For each tranche, the vesting date is the later of the third anniversary of the grant date September 1, 2029, and the date the applicable stock price is attained. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a supplemental equity award consisting of restricted stock units and performance stock units to promote retention of key executives and to incentivize share price appreciation measured against predetermined stock prices.
F2: Represents the portion of the supplemental equity award granted as performance stock units, which are eligible to vest, if at all, based on the achievement of predetermined 20-trading-day average closing stock prices during a four-year performance period, subject to the reporting person's continued employment through the applicable vesting date. The performance stock units are divided into three tranches: 33% eligible to be earned upon a 20-trading-day average closing price of $24.18, 33% upon a 20-trading-day average closing price of $31.43, and 34% upon a 20-trading-day average closing price of $38.68. For each tranche, the vesting date is the later of the third anniversary of the grant date September 1, 2029, and the date the applicable stock price is attained.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Santander Consumer USA Holdings Inc.
Report date January 31, 2022 · Filed February 02, 2022
Section 16 reporting ended · disclosed 2022-02-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-01-31 transaction · row 1
1 source rowRow 1 · 2022-01-31 · Disposition to issuer · Disposed 73,100 · Balance 0 F1: Disposed of pursuant to the closing, on January 31, 2022, of the merger ("Merger") whereby Max Merger Sub, Inc. ("Merger Sub") merged with and into the Issuer, pursuant to the Agreement and Plan of Merger, dated August 23, 2021 (the "Merger Agreement"), by and between the Issuer, Santander Holdings USA, Inc. ("Parent") and Merger Sub. Pursuant to the Merger Agreement, each share of Common Stock held by the Reporting Person (other than restricted stock units of the Issuer ("Company RSUs")) was converted into the right to receive $41.50 (the "per share price"), less any required withholding taxes, in the form of American Depositary Shares of Banco Santander ("ADRs"). The number of shares reported includes 17,747 Company RSUs. F2: (Continued From Footnote 1) Under the Merger Agreement, each Company RSU outstanding immediately prior to the effective time of the Merger was canceled and replaced with a restricted stock unit award providing the holder a right to receive a number of ADRs equal to the per share price divided by the closing value of an ADR immediately before the signing date. |
| Stock option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $21.74 · Expires 2025-09-22 | Direct | 0 |
Reported balance
After 2022-01-31 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-01-31 · Disposition to issuer · Disposed 19,600 · Balance 0 F4: Pursuant to the Merger Agreement, each option was cancelled and converted into the right to receive the difference between $41.50 and the exercise price per share of the option, less any required withholding taxes. F3: 20% of the options became exercisable on each of September 22, 2016, 2017, 2018, 2019 and 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the closing, on January 31, 2022, of the merger ("Merger") whereby Max Merger Sub, Inc. ("Merger Sub") merged with and into the Issuer, pursuant to the Agreement and Plan of Merger, dated August 23, 2021 (the "Merger Agreement"), by and between the Issuer, Santander Holdings USA, Inc. ("Parent") and Merger Sub. Pursuant to the Merger Agreement, each share of Common Stock held by the Reporting Person (other than restricted stock units of the Issuer ("Company RSUs")) was converted into the right to receive $41.50 (the "per share price"), less any required withholding taxes, in the form of American Depositary Shares of Banco Santander ("ADRs"). The number of shares reported includes 17,747 Company RSUs.
F2: (Continued From Footnote 1) Under the Merger Agreement, each Company RSU outstanding immediately prior to the effective time of the Merger was canceled and replaced with a restricted stock unit award providing the holder a right to receive a number of ADRs equal to the per share price divided by the closing value of an ADR immediately before the signing date.
F3: 20% of the options became exercisable on each of September 22, 2016, 2017, 2018, 2019 and 2020.
F4: Pursuant to the Merger Agreement, each option was cancelled and converted into the right to receive the difference between $41.50 and the exercise price per share of the option, less any required withholding taxes.
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 |
|---|---|---|---|---|---|---|
| September 01, 2026 Filed Sep 2, 2026 20:30 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | GrantPERFORMANCE STOCK UNITS · Derivative | 767,838 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-380265 · ownership.xml · derivative · entry 1 Karam Fahmi · CIK 0001743843 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 767,838 Underlying: COMMON STOCK · 767,838 shares Expires not disclosed F1 · security: Represents a supplemental equity award consisting of restricted stock units and performance stock units to promote retention of key executives and to incentivize share price appreciation measured against predetermined stock prices. F2 · derivative.exercise_date: Represents the portion of the supplemental equity award granted as performance stock units, which are eligible to vest, if at all, based on the achievement of predetermined 20-trading-day average closing stock prices during a four-year performance period, subject to the reporting person's continued employment through the applicable vesting date. The performance stock units are divided into three tranches: 33% eligible to be earned upon a 20-trading-day average closing price of $24.18, 33% upon a 20-trading-day average closing price of $31.43, and 34% upon a 20-trading-day average closing price of $38.68. For each tranche, the vesting date is the later of the third anniversary of the grant date September 1, 2029, and the date the applicable stock price is attained. F2 · derivative.expiration_date: Represents the portion of the supplemental equity award granted as performance stock units, which are eligible to vest, if at all, based on the achievement of predetermined 20-trading-day average closing stock prices during a four-year performance period, subject to the reporting person's continued employment through the applicable vesting date. The performance stock units are divided into three tranches: 33% eligible to be earned upon a 20-trading-day average closing price of $24.18, 33% upon a 20-trading-day average closing price of $31.43, and 34% upon a 20-trading-day average closing price of $38.68. For each tranche, the vesting date is the later of the third anniversary of the grant date September 1, 2029, and the date the applicable stock price is attained. Read SEC document |
| February 26, 2026 Filed Feb 27, 2026 21:33 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 1,211 | $21.54 | $26,084.94 |
DisclosureSEC source: 0001743843-26-000006 · wk-form4_1772227988.xml · nonDerivative · entry 1 Karam Fahmi · CIK 0001743843 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 254,505 F1 · shares: Number of shares withheld to cover taxes with respect to time-based restricted stock units which vested on February 26, 2026 (upon completion of two years of continuous employment from grant date of February 26, 2024). F2 · balance_after: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| February 24, 2026 Filed Feb 25, 2026 21:37 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 6,112 | $21.36 | $130,552.32 |
DisclosureSEC source: 0001743843-26-000004 · wk-form4_1772055450.xml · nonDerivative · entry 3 Karam Fahmi · CIK 0001743843 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 255,716 F4 · shares: Number of shares withheld to cover taxes with respect to time-based restricted stock units which vested on February 24, 2026 (upon completion of one year of continuous employment from grant date of February 24, 2025). F2 · balance_after: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| February 24, 2026 Filed Feb 25, 2026 21:37 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 3,670 | $21.36 | $78,391.20 |
DisclosureSEC source: 0001743843-26-000004 · wk-form4_1772055450.xml · nonDerivative · entry 2 Karam Fahmi · CIK 0001743843 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 261,828 F3 · shares: Number of shares withheld to cover taxes with respect to time-based restricted stock units which vested on February 24, 2026 (upon completion of three years of continuous employment from grant date of February 24, 2023). F2 · balance_after: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 21:37 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | GrantCOMMON STOCK | 86,918 | $22.78 | $1,979,992.04 |
DisclosureSEC source: 0001743843-26-000004 · wk-form4_1772055450.xml · nonDerivative · entry 1 Karam Fahmi · CIK 0001743843 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 265,498 F1 · shares: Represents restricted stock units which vest annually in one-third increments on February 23 of each of the next three years provided that the reporting person has been continuously employed by the issuer as of each such vesting date. F2 · balance_after: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| February 10, 2026 Filed Feb 12, 2026 21:38 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 17,268 | $20.70 | $357,447.60 |
DisclosureSEC source: 0001743843-26-000002 · wk-form4_1770932280.xml · nonDerivative · entry 2 Karam Fahmi · CIK 0001743843 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 178,580 F3 · shares: Number of shares withheld to cover taxes with respect to performance-based restricted stock units which vested on February 10, 2026. F2 · balance_after: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| February 10, 2026 Filed Feb 12, 2026 21:38 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | GrantCOMMON STOCK | 43,516 | $20.70 | $900,781.20 |
DisclosureSEC source: 0001743843-26-000002 · wk-form4_1770932280.xml · nonDerivative · entry 1 Karam Fahmi · CIK 0001743843 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 195,848 F1 · shares: The Company's relative TSR over the three-year measurement period ending December 31, 2025, established in connection with performance-based restricted stock units granted to the reporting person on February 24, 2023, ranked in the 33rd percentile, resulting in the vesting of 50% of such performance-based restricted stock units. F2 · balance_after: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| November 04, 2025 Filed Nov 6, 2025 21:30 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 12,340 | $20.01 | $246,923.40 |
DisclosureSEC source: 0001743843-25-000006 · wk-form4_1762464632.xml · nonDerivative · entry 1 Karam Fahmi · CIK 0001743843 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 152,332 F1 · shares: Number of shares withheld to cover taxes with respect to time-based restricted stock units which vested on November 4, 2025 (upon completion of three years of continuous employment from grant date of November 4, 2022). F2 · balance_after: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| March 10, 2025 Filed Mar 10, 2025 20:05 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | PurchaseCOMMON STOCK | 11,500 | $25.82 | $296,930.00 |
DisclosureSEC source: 0000933036-25-000059 · wk-form4_1741637098.xml · nonDerivative · entry 1 Karam Fahmi · CIK 0001743843 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 164,672 F1 · balance_after: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| February 26, 2025 Filed Feb 26, 2025 21:36 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 1,211 | $27.33 | $33,096.63 |
DisclosureSEC source: 0000933036-25-000050 · wk-form4_1740605760.xml · nonDerivative · entry 3 Karam Fahmi · CIK 0001743843 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 153,172 F4 · shares: Number of shares withheld to cover taxes with respect to time-based restricted stock units which vested on February 26, 2025 (upon completion of one year of continuous employment from grant date of February 26, 2024). F2 · balance_after: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| February 24, 2025 Filed Feb 26, 2025 21:36 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 3,698 | $26.56 | $98,218.88 |
DisclosureSEC source: 0000933036-25-000050 · wk-form4_1740605760.xml · nonDerivative · entry 2 Karam Fahmi · CIK 0001743843 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 154,383 F3 · shares: Number of shares withheld to cover taxes with respect to time-based restricted stock units which vested on February 24, 2025 (upon completion of two years of continuous employment from grant date of February 24, 2023). F2 · balance_after: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| February 24, 2025 Filed Feb 26, 2025 21:36 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | GrantCOMMON STOCK | 45,597 | $26.56 | $1,211,056.32 |
DisclosureSEC source: 0000933036-25-000050 · wk-form4_1740605760.xml · nonDerivative · entry 1 Karam Fahmi · CIK 0001743843 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 158,081 F1 · shares: Represents restricted stock units which vest annually in one-third increments on February 24 of each of the next three years provided that the reporting person has been continuously employed by the issuer as of each such vesting date. F2 · balance_after: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| November 04, 2024 Filed Nov 6, 2024 21:30 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 8,870 | $29.46 | $261,310.20 |
DisclosureSEC source: 0000933036-24-000183 · wk-form4_1730928605.xml · nonDerivative · entry 1 Karam Fahmi · CIK 0001743843 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 112,484 F1 · shares: Number of shares withheld to cover taxes with respect to time-based restricted stock units which vested on November 4, 2024 (upon completion of two years of continuous employment from grant date of November 4, 2022). F2 · balance_after: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| February 26, 2024 Filed Feb 27, 2024 21:54 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | GrantCOMMON STOCK | 9,231 | $0.00 | $0.00 |
DisclosureSEC source: 0000933036-24-000062 · wk-form4_1709070851.xml · nonDerivative · entry 1 Karam Fahmi · CIK 0001743843 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 123,643 F1 · shares: Represents restricted stock units which vest annually in one-third increments on February 26 of each of the next three years provided that the reporting person has been continuously employed by the issuer as of each such vesting date. F2 · balance_after: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| February 24, 2024 Filed Feb 27, 2024 21:54 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 2,289 | $34.16 | $78,192.24 |
DisclosureSEC source: 0000933036-24-000062 · wk-form4_1709070851.xml · nonDerivative · entry 2 Karam Fahmi · CIK 0001743843 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 121,354 F3 · shares: Number of shares withheld to cover taxes with respect to time-based restricted stock units which vested on February 24, 2024 (upon completion of one year of continuous employment from grant date of February 24, 2023). F2 · balance_after: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| November 04, 2023 Filed Nov 7, 2023 21:30 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 7,636 | $28.57 | $218,160.52 |
DisclosureSEC source: 0000933036-23-000176 · wk-form4_1699392646.xml · nonDerivative · entry 1 Karam Fahmi · CIK 0001743843 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 114,412 F1 · shares: Number of shares withheld to cover taxes with respect to time-based restricted stock units which vested on November 4, 2023 (upon completion of one year of continuous employment from grant date of November 4, 2022). F2 · balance_after: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| February 24, 2023 Filed Feb 28, 2023 21:44 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | GrantCOMMON STOCK | 27,975 | $0.00 | $0.00 |
DisclosureSEC source: 0000933036-23-000059 · wf-form4_167762066149690.xml · nonDerivative · entry 1 Karam Fahmi · CIK 0001743843 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,048 F1 · shares: Represents restricted stock units which vest annually in one-third increments on February 24 of each of the next three years provided that the reporting person has been continuously employed by the issuer as of each such vesting date. F2 · balance_after: Includes shares of unvested restricted stock units. Read SEC document |
| November 04, 2022 Filed Nov 8, 2022 22:25 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | GrantCOMMON STOCK | 94,073 | $0.00 | $0.00 |
DisclosureSEC source: 0000933036-22-000184 · wf-form4_166794629323637.xml · nonDerivative · entry 1 Karam Fahmi · CIK 0001743843 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,073 F1 · shares: Represents restricted stock units which vest annually in one-third increments on November 4 of each of the next three years provided that the reporting person has been continuously employed by the issuer as of each such vesting date. Read SEC document |
| January 31, 2022 Filed Feb 2, 2022 14:33 UTC | Santander Consumer USA Holdings Inc. SC · Entity 16497 | Disposition to issuerStock option (right to buy) · Derivative | 19,600 | $19.76 Strike: $21.74 | $387,296.00 |
DisclosureSEC source: 0000899243-22-004079 · doc4.xml · derivative · entry 2 Karam Fahmi · CIK 0001743843 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 19,600 shares Expires 2025-09-22 F4 · price: Pursuant to the Merger Agreement, each option was cancelled and converted into the right to receive the difference between $41.50 and the exercise price per share of the option, less any required withholding taxes. F3 · derivative.exercise_date: 20% of the options became exercisable on each of September 22, 2016, 2017, 2018, 2019 and 2020. Read SEC document |
| January 31, 2022 Filed Feb 2, 2022 14:33 UTC | Santander Consumer USA Holdings Inc. SC · Entity 16497 | Disposition to issuerCommon Stock | 73,100 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-22-004079 · doc4.xml · nonDerivative · entry 1 Karam Fahmi · CIK 0001743843 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Disposed of pursuant to the closing, on January 31, 2022, of the merger ("Merger") whereby Max Merger Sub, Inc. ("Merger Sub") merged with and into the Issuer, pursuant to the Agreement and Plan of Merger, dated August 23, 2021 (the "Merger Agreement"), by and between the Issuer, Santander Holdings USA, Inc. ("Parent") and Merger Sub. Pursuant to the Merger Agreement, each share of Common Stock held by the Reporting Person (other than restricted stock units of the Issuer ("Company RSUs")) was converted into the right to receive $41.50 (the "per share price"), less any required withholding taxes, in the form of American Depositary Shares of Banco Santander ("ADRs"). The number of shares reported includes 17,747 Company RSUs. F2 · price: (Continued From Footnote 1) Under the Merger Agreement, each Company RSU outstanding immediately prior to the effective time of the Merger was canceled and replaced with a restricted stock unit award providing the holder a right to receive a number of ADRs equal to the per share price divided by the closing value of an ADR immediately before the signing date. Read SEC document |
| April 30, 2021 Filed May 4, 2021 19:51 UTC | Santander Consumer USA Holdings Inc. SC · Entity 16497 | Tax withholdingCommon Stock | 1,765 | $33.94 | $59,904.10 |
DisclosureSEC source: 0001580608-21-000071 · wf-form4_162017226668057.xml · nonDerivative · entry 2 Karam Fahmi · CIK 0001743843 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,033 F2 · shares: Shares withheld for taxes upon the settlement in shares of RSUs granted under the Plan. Read SEC document |
| April 30, 2021 Filed May 4, 2021 19:51 UTC | Santander Consumer USA Holdings Inc. SC · Entity 16497 | GrantCommon Stock | 7,473 | $0.00 | $0.00 |
DisclosureSEC source: 0001580608-21-000071 · wf-form4_162017226668057.xml · nonDerivative · entry 1 Karam Fahmi · CIK 0001743843 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,798 F1 · shares: Restricted stock units (RSUs) were granted under the Santander Consumer USA Holdings Inc. Omnibus Incentive Plan. 60% of the RSUs vested at grant on April 30, 2021 and were settled in shares of common stock. The remaining 40% of the RSUs will vest in equal installments on each of April 30, 2022, April 30, 2023 and April 30, 2024. After the shares subject to the RSUs vest and are settled, they will remain subject to transfer and sale restrictions for a period of one year. Read SEC document |
| March 02, 2021 Filed Mar 3, 2021 17:24 UTC | Santander Consumer USA Holdings Inc. SC · Entity 16497 | Tax withholdingCommon Stock | 433 | $25.59 | $11,080.47 |
DisclosureSEC source: 0001580608-21-000037 · wf-form4_161481026324741.xml · nonDerivative · entry 3 Karam Fahmi · CIK 0001743843 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,325 F2 · kind: Shares withheld for taxes upon the settlement in shares of RSUs granted under the Plan to the reporting person. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 17:24 UTC | Santander Consumer USA Holdings Inc. SC · Entity 16497 | Tax withholdingCommon Stock | 4,046 | $25.36 | $102,606.56 |
DisclosureSEC source: 0001580608-21-000037 · wf-form4_161481026324741.xml · nonDerivative · entry 2 Karam Fahmi · CIK 0001743843 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,758 F2 · kind: Shares withheld for taxes upon the settlement in shares of RSUs granted under the Plan to the reporting person. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 17:24 UTC | Santander Consumer USA Holdings Inc. SC · Entity 16497 | GrantCommon Stock | 20,805 | $0.00 | $0.00 |
DisclosureSEC source: 0001580608-21-000037 · wf-form4_161481026324741.xml · nonDerivative · entry 1 Karam Fahmi · CIK 0001743843 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,804 F1 · kind: Restricted stock units (RSUs) were granted under the Santander Consumer USA Holdings Inc. Omnibus Incentive Plan (the Plan). 60% of the RSUs vested at grant on March 1, 2021 and were settled in shares of common stock. The remaining 40% of the RSUs will vest in equal installments on each of March 1, 2022, March 1, 2023 and March 1, 2024. After the shares subject to the RSUs vest and are settled, they will remain subject to transfer and sale restrictions for a period of one year. F1 · shares: Restricted stock units (RSUs) were granted under the Santander Consumer USA Holdings Inc. Omnibus Incentive Plan (the Plan). 60% of the RSUs vested at grant on March 1, 2021 and were settled in shares of common stock. The remaining 40% of the RSUs will vest in equal installments on each of March 1, 2022, March 1, 2023 and March 1, 2024. After the shares subject to the RSUs vest and are settled, they will remain subject to transfer and sale restrictions for a period of one year. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 16:23 UTC | Santander Consumer USA Holdings Inc. SC · Entity 16497 | Tax withholdingCommon Stock | 1,945 | $24.05 | $46,777.25 |
DisclosureSEC source: 0001580608-20-000043 · wf-form4_158335697516084.xml · nonDerivative · entry 2 Karam Fahmi · CIK 0001743843 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,999 F2 · kind: Shares withheld for taxes upon the settlement in shares of RSUs granted to the reporting person. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 16:23 UTC | Santander Consumer USA Holdings Inc. SC · Entity 16497 | GrantCommon Stock | 13,307 | $0.00 | $0.00 |
DisclosureSEC source: 0001580608-20-000043 · wf-form4_158335697516084.xml · nonDerivative · entry 1 Karam Fahmi · CIK 0001743843 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,944 F1 · kind: Restricted stock units (RSUs) were granted under the Santander Consumer USA Holdings Inc. Omnibus Incentive Plan. 60% of the RSUs vested at grant on March 2, 2020 and were settled in shares of common stock. The remaining 40% of the RSUs will vest in equal installments on each of March 2, 2021, March 2, 2022 and March 2, 2023. After the shares subject to the RSUs vest and are settled, they will remain subject to transfer and sale restrictions for a period of one year. Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 16:24 UTC | Santander Consumer USA Holdings Inc. SC · Entity 16497 | Tax withholdingCommon Stock | 1,333 | $24.40 | $32,525.20 |
DisclosureSEC source: 0001580608-20-000026 · wf-form4_158327066948284.xml · nonDerivative · entry 1 Karam Fahmi · CIK 0001743843 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,637 F1 · kind: Shares withheld for taxes upon the settlement in shares of restricted stock units (RSUs) granted to the reporting person. Read SEC document |
| March 22, 2019 Filed Mar 26, 2019 16:09 UTC | Santander Consumer USA Holdings Inc. SC · Entity 16497 | Tax withholdingCommon Stock | 775 | $20.32 | $15,748.00 |
DisclosureSEC source: 0001580608-19-000037 · wf-form4_155363095876006.xml · nonDerivative · entry 1 Karam Fahmi · CIK 0001743843 · Please see remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,970 F1 · kind: Shares withheld for taxes upon the settlement in shares of restricted stock units granted to the reporting person. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 16:07 UTC | Santander Consumer USA Holdings Inc. SC · Entity 16497 | Tax withholdingCommon Stock | 3,792 | $20.78 | $78,797.76 |
DisclosureSEC source: 0001580608-19-000025 · wf-form4_155182004311068.xml · nonDerivative · entry 2 Karam Fahmi · CIK 0001743843 · Please see remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,745 F2 · kind: Shares withheld for taxes upon the settlement in shares of restricted stock units granted to the reporting person. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 16:07 UTC | Santander Consumer USA Holdings Inc. SC · Entity 16497 | GrantCommon Stock | 21,655 | $0.00 | $0.00 |
DisclosureSEC source: 0001580608-19-000025 · wf-form4_155182004311068.xml · nonDerivative · entry 1 Karam Fahmi · CIK 0001743843 · Please see remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,537 F1 · kind: Restricted stock units (RSUs) were granted under the Santander Consumer USA Holdings Inc. Omnibus Incentive Plan. 60% of the RSUs vested at grant on March 1, 2019 and were settled in shares of common stock. The remaining 40% of the RSUs will vest in equal installments on each of March 1, 2020, March 1, 2021 and March 1, 2022. After the shares subject to the RSUs vest and are settled, they will remain subject to transfer and sale restrictions for a period of one year. 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.