Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AVANTAX, INC.BCOR · Entity 107910 | Chief HR Officer | January 09, 2020 | January 13, 2020 |
| UPBOUND GROUP, INC.UPBD · Entity 599 | EVP, CHRO | 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.
AVANTAX, INC.
Report date January 09, 2020 · Filed January 13, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 32,273 |
Reported balance
After 2020-01-09 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-01-09 · Grant · Acquired 21,235 · Balance 32,273 F1: Reflects a restricted stock unit grant ("RSUs") that was made to the reporting person on January 9, 2020 and that will vest equally over a three-year period on each anniversary of the grant date. F2: Reflects an annual equity award of 11,331 RSUs as well as a one-time award of 9,904 RSUs. F3: Not included in this amount are 25,323 performance-based restricted stock units of which (i) 7,640 are eligible to vest following May 6, 2020, (ii) 7,769 are eligible to vest from 0% to 200% following the end of 2021 and (iii) 9,914 are eligible to vest from 0% to 200% following the end of 2022. Vesting for each award is subject to the Issuer's achievement of certain financial goals and certification by the Compensation Committee. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $25.24 · Expires 2027-01-09 | Direct | 21,954 |
Reported balance
After 2020-01-09 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2020-01-09 · Grant · Acquired 21,954 · Balance 21,954 F4: Reflects a grant of non-qualifed options that was made to the reporting person on January 9, 2020. The option vests according to the following schedule: one-third vests on January 9, 2021, an additional one-third vests on January 9, 2022, and the remaining one-third will vest on January 9, 2023, such that the option will be fully vested on January 9, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects a restricted stock unit grant ("RSUs") that was made to the reporting person on January 9, 2020 and that will vest equally over a three-year period on each anniversary of the grant date.
F2: Reflects an annual equity award of 11,331 RSUs as well as a one-time award of 9,904 RSUs.
F3: Not included in this amount are 25,323 performance-based restricted stock units of which (i) 7,640 are eligible to vest following May 6, 2020, (ii) 7,769 are eligible to vest from 0% to 200% following the end of 2021 and (iii) 9,914 are eligible to vest from 0% to 200% following the end of 2022. Vesting for each award is subject to the Issuer's achievement of certain financial goals and certification by the Compensation Committee.
F4: Reflects a grant of non-qualifed options that was made to the reporting person on January 9, 2020. The option vests according to the following schedule: one-third vests on January 9, 2021, an additional one-third vests on January 9, 2022, and the remaining one-third will vest on January 9, 2023, such that the option will be fully vested on January 9, 2023.
UPBOUND GROUP, INC.
Report date September 01, 2026 · Filed September 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 66,412 |
Reported balance
After 2026-09-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-01 · Grant · Acquired 22,430 · Balance 66,412 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 restricted stock units, which vest annually in one-third increments on September 1 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. F3: Includes shares of common stock and unvested restricted stock units. |
| PERFORMANCE STOCK UNITSSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 67,290 |
Reported balance
After 2026-09-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-09-01 · Grant · Acquired 67,290 · Balance 67,290 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. F4: 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 restricted stock units, which vest annually in one-third increments on September 1 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.
F3: Includes shares of common stock and unvested restricted stock units.
F4: 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.
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 | 67,290 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-380278 · ownership.xml · derivative · entry 2 Taylor Transient C · CIK 0001334302 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,290 Underlying: COMMON STOCK · 67,290 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. F4 · 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. F4 · 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 |
| September 01, 2026 Filed Sep 2, 2026 20:30 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | GrantCOMMON STOCK | 22,430 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-380278 · ownership.xml · nonDerivative · entry 1 Taylor Transient C · CIK 0001334302 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,412 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 · shares: Represents the portion of the supplemental equity award granted as restricted stock units, which vest annually in one-third increments on September 1 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. F3 · balance_after: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| February 26, 2026 Filed Feb 27, 2026 21:31 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 481 | $21.54 | $10,360.74 |
DisclosureSEC source: 0001334302-26-000006 · wk-form4_1772227876.xml · nonDerivative · entry 1 Taylor Transient C · CIK 0001334302 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,982 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 21:34 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 687 | $21.36 | $14,674.32 |
DisclosureSEC source: 0001334302-26-000004 · wk-form4_1772055251.xml · nonDerivative · entry 3 Taylor Transient C · CIK 0001334302 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,463 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 21:34 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 558 | $21.36 | $11,918.88 |
DisclosureSEC source: 0001334302-26-000004 · wk-form4_1772055251.xml · nonDerivative · entry 2 Taylor Transient C · CIK 0001334302 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,150 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 21:34 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | GrantCOMMON STOCK | 21,130 | $22.78 | $481,341.40 |
DisclosureSEC source: 0001334302-26-000004 · wk-form4_1772055251.xml · nonDerivative · entry 1 Taylor Transient C · CIK 0001334302 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,708 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 21:37 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 2,936 | $20.70 | $60,775.20 |
DisclosureSEC source: 0001334302-26-000002 · wk-form4_1770932234.xml · nonDerivative · entry 2 Taylor Transient C · CIK 0001334302 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,578 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 21:37 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | GrantCOMMON STOCK | 6,615 | $20.70 | $136,930.50 |
DisclosureSEC source: 0001334302-26-000002 · wk-form4_1770932234.xml · nonDerivative · entry 1 Taylor Transient C · CIK 0001334302 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,514 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 |
| July 01, 2025 Filed Jul 1, 2025 20:31 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 2,574 | $25.10 | $64,607.40 |
DisclosureSEC source: 0000933036-25-000124 · wk-form4_1751401851.xml · nonDerivative · entry 1 Taylor Transient C · CIK 0001334302 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,899 F1 · shares: Number of shares withheld to cover taxes with respect to time-based restricted stock units which vested on July 1, 2025 (upon completion of three years of continuous employment from grant date of July 1, 2022). F2 · balance_after: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| February 26, 2025 Filed Feb 26, 2025 21:34 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 481 | $27.33 | $13,145.73 |
DisclosureSEC source: 0000933036-25-000047 · wk-form4_1740605652.xml · nonDerivative · entry 4 Taylor Transient C · CIK 0001334302 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,473 F5 · 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 25, 2025 Filed Feb 26, 2025 21:34 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 498 | $26.45 | $13,172.10 |
DisclosureSEC source: 0000933036-25-000047 · wk-form4_1740605652.xml · nonDerivative · entry 3 Taylor Transient C · CIK 0001334302 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,954 F4 · shares: Number of shares withheld to cover taxes with respect to time-based restricted stock units which vested on February 25, 2025 (upon completion of three years of continuous employment from grant date of February 25, 2022). F2 · balance_after: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| February 24, 2025 Filed Feb 26, 2025 21:34 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 558 | $26.56 | $14,820.48 |
DisclosureSEC source: 0000933036-25-000047 · wk-form4_1740605652.xml · nonDerivative · entry 2 Taylor Transient C · CIK 0001334302 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,452 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 21:34 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | GrantCOMMON STOCK | 5,235 | $26.56 | $139,041.60 |
DisclosureSEC source: 0000933036-25-000047 · wk-form4_1740605652.xml · nonDerivative · entry 1 Taylor Transient C · CIK 0001334302 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,010 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 |
| February 11, 2025 Filed Feb 13, 2025 21:31 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 3,681 | $29.50 | $108,589.50 |
DisclosureSEC source: 0000933036-25-000027 · wk-form4_1739482290.xml · nonDerivative · entry 2 Taylor Transient C · CIK 0001334302 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,775 F3 · shares: Number of shares withheld to cover taxes with respect to performance-based restricted stock units which vested on February 11, 2025. Read SEC document |
| February 11, 2025 Filed Feb 13, 2025 21:31 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | GrantCOMMON STOCK | 8,805 | $29.50 | $259,747.50 |
DisclosureSEC source: 0000933036-25-000027 · wk-form4_1739482290.xml · nonDerivative · entry 1 Taylor Transient C · CIK 0001334302 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,456 F1 · shares: The Company's relative TSR over the three-year measurement period ending December 31, 2024, established in connection with performance-based restricted stock units granted to the reporting person on February 25, 2022, ranked in the 45th percentile, resulting in the vesting of 75% of such performance-based restricted stock units. F2 · balance_after: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| August 26, 2024 Filed Aug 28, 2024 20:48 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | SaleCOMMON STOCK | 15,127 | $34.00 | $514,318.00 |
DisclosureSEC source: 0000933036-24-000145 · wk-form4_1724878085.xml · nonDerivative · entry 1 Taylor Transient C · CIK 0001334302 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,651 F1 · price: The price in Column 4 is the price at which all shares were sold. These shares were sold in multiple transactions but the price of each was $34.00. The reporting person undertakes to provide to Upbound Group, Inc. any security holder of Upbound Group, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold. F2 · balance_after: Includes shares of common stock and unvested restricted stock units. F3 · balance_after: Amount reported on the reporting persons Form 4 filed on February 28, 2023 inadvertently underreported the number of time-based restricted stock units acquired by the reporting person by 164 shares due to administrative error and have been added. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 20:34 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 259 | $30.70 | $7,951.30 |
DisclosureSEC source: 0000933036-24-000117 · wk-form4_1720038885.xml · nonDerivative · entry 2 Taylor Transient C · CIK 0001334302 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,614 F3 · shares: Number of shares withheld to cover taxes with respect to time-based restricted stock units which vested on July 1, 2024 (upon completion of three years of continuous employment from grant date of July 1, 2021). F2 · balance_after: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 20:34 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 2,574 | $30.70 | $79,021.80 |
DisclosureSEC source: 0000933036-24-000117 · wk-form4_1720038885.xml · nonDerivative · entry 1 Taylor Transient C · CIK 0001334302 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,873 F1 · shares: Number of shares withheld to cover taxes with respect to time-based restricted stock units which vested on July 1, 2024 (upon completion of two years of continuous employment from grant date of July 1, 2022). F2 · balance_after: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| February 26, 2024 Filed Feb 27, 2024 21:36 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | GrantCOMMON STOCK | 3,661 | $0.00 | $0.00 |
DisclosureSEC source: 0000933036-24-000050 · wk-form4_1709069793.xml · nonDerivative · entry 1 Taylor Transient C · CIK 0001334302 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,592 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 25, 2024 Filed Feb 27, 2024 21:36 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 540 | $34.16 | $18,446.40 |
DisclosureSEC source: 0000933036-24-000050 · wk-form4_1709069793.xml · nonDerivative · entry 3 Taylor Transient C · CIK 0001334302 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,447 F4 · shares: Number of shares withheld to cover taxes with respect to time-based restricted stock units which vested on February 25, 2024 (upon completion of two years of continuous employment from grant date of February 25, 2022). F2 · balance_after: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| February 24, 2024 Filed Feb 27, 2024 21:36 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 605 | $34.16 | $20,666.80 |
DisclosureSEC source: 0000933036-24-000050 · wk-form4_1709069793.xml · nonDerivative · entry 2 Taylor Transient C · CIK 0001334302 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,987 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 |
| February 13, 2024 Filed Feb 15, 2024 21:51 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 1,351 | $34.19 | $46,190.69 |
DisclosureSEC source: 0000933036-24-000024 · wk-form4_1708033890.xml · nonDerivative · entry 2 Taylor Transient C · CIK 0001334302 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,931 F3 · shares: Number of shares withheld to cover taxes with respect to performance-based restricted stock units which vested on February 13, 2024. F2 · balance_after: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| February 13, 2024 Filed Feb 15, 2024 21:51 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | GrantCOMMON STOCK | 3,166 | $34.19 | $108,245.54 |
DisclosureSEC source: 0000933036-24-000024 · wk-form4_1708033890.xml · nonDerivative · entry 1 Taylor Transient C · CIK 0001334302 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,282 F1 · shares: The Company's relative TSR over the three-year measurement period ending December 31, 2023, established in connection with performance-based restricted stock units granted to the reporting person on February 26, 2021, ranked in the 32nd 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 |
| July 01, 2023 Filed Jul 5, 2023 21:53 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 1,816 | $31.31 | $56,858.96 |
DisclosureSEC source: 0000933036-23-000116 · wf-form4_168859402254103.xml · nonDerivative · entry 1 Taylor Transient C · CIK 0001334302 · EVP, CHRO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 28,116 F1 · shares: Number of shares withheld to cover taxes with respect to time-based restricted stock units which vested on July 1, 2023 (upon completion of one year of continuous employment from grant date of July 1, 2022 and upon completion of 2 years of continuous employment from grant date of July 1, 2021). F2 · balance_after: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| February 25, 2023 Filed Feb 28, 2023 22:08 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 369 | $25.91 | $9,560.79 |
DisclosureSEC source: 0000933036-23-000067 · wf-form4_167762206668069.xml · nonDerivative · entry 2 Taylor Transient C · CIK 0001334302 · EVP, CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,932 F3 · shares: Number of shares withheld to cover taxes with respect to time-based restricted stock units which vested on February 25, 2023 (upon completion of one year of continuous employment from grant date of February 25, 2022). F2 · balance_after: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| February 24, 2023 Filed Feb 28, 2023 22:08 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | GrantCOMMON STOCK | 4,089 | $0.00 | $0.00 |
DisclosureSEC source: 0000933036-23-000067 · wf-form4_167762206668069.xml · nonDerivative · entry 1 Taylor Transient C · CIK 0001334302 · EVP, CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,301 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 |
| July 01, 2022 Filed Jul 5, 2022 21:10 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Tax withholdingCOMMON STOCK | 163 | $19.45 | $3,170.35 |
DisclosureSEC source: 0000933036-22-000120 · wf-form4_165705541004719.xml · nonDerivative · entry 2 Taylor Transient C · CIK 0001334302 · EVP, CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,212 F3 · shares: Number of shares withheld to cover taxes with respect to time-based restricted stock units which vested on July 1, 2022 (upon completion of one year of continuous employment from grant date of July 1, 2021). F2 · balance_after: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| July 01, 2022 Filed Jul 5, 2022 21:10 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | GrantCOMMON STOCK | 20,566 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000933036-22-000120 · wf-form4_165705541004719.xml · nonDerivative · entry 1 Taylor Transient C · CIK 0001334302 · EVP, CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,375 F1 · shares: Represents restricted stock units which vest annually in one-third increments on July 1 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. F1 · price: Represents restricted stock units which vest annually in one-third increments on July 1 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 25, 2022 Filed Mar 1, 2022 22:16 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | GrantCOMMON STOCK | 3,774 | $29.05 | $109,634.70 |
DisclosureSEC source: 0000933036-22-000060 · wf-form4_164617298219684.xml · nonDerivative · entry 1 Taylor Transient C · CIK 0001334302 · EVP, CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,809 F1 · shares: Represents restricted stock units which vest annually in one-third increments on February 25 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 unvested restricted stock units. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 21:03 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | GrantCOMMON STOCK | 2,035 | $0.00 | $0.00 |
DisclosureSEC source: 0000933036-21-000180 · wf-form4_162560535379960.xml · nonDerivative · entry 1 Taylor Transient C · CIK 0001334302 · EVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,035 F1 · shares: Represents restricted stock units which vest annually in one-third increments on July 1 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. F1 · balance_after: Represents restricted stock units which vest annually in one-third increments on July 1 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 09, 2020 Filed Jan 13, 2020 17:51 UTC | AVANTAX, INC. BCOR · Entity 107910 | GrantStock Option (Right to Buy) · Derivative | 21,954 | $0.00 Strike: $25.24 | $0.00 |
DisclosureSEC source: 0001068875-20-000026 · wf-form4_157895589795581.xml · derivative · entry 2 Taylor Transient C · CIK 0001334302 · Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,954 Underlying: Common Stock · 21,954 shares Expires 2027-01-09 F4 · derivative.exercise_date: Reflects a grant of non-qualifed options that was made to the reporting person on January 9, 2020. The option vests according to the following schedule: one-third vests on January 9, 2021, an additional one-third vests on January 9, 2022, and the remaining one-third will vest on January 9, 2023, such that the option will be fully vested on January 9, 2023. Read SEC document |
| January 09, 2020 Filed Jan 13, 2020 17:51 UTC | AVANTAX, INC. BCOR · Entity 107910 | GrantCommon Stock | 21,235 | $0.00 | $0.00 |
DisclosureSEC source: 0001068875-20-000026 · wf-form4_157895589795581.xml · nonDerivative · entry 1 Taylor Transient C · CIK 0001334302 · Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,273 F1 · shares: Reflects a restricted stock unit grant ("RSUs") that was made to the reporting person on January 9, 2020 and that will vest equally over a three-year period on each anniversary of the grant date. F2 · shares: Reflects an annual equity award of 11,331 RSUs as well as a one-time award of 9,904 RSUs. F3 · balance_after: Not included in this amount are 25,323 performance-based restricted stock units of which (i) 7,640 are eligible to vest following May 6, 2020, (ii) 7,769 are eligible to vest from 0% to 200% following the end of 2021 and (iii) 9,914 are eligible to vest from 0% to 200% following the end of 2022. Vesting for each award is subject to the Issuer's achievement of certain financial goals and certification by the Compensation Committee. Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 17:23 UTC | AVANTAX, INC. BCOR · Entity 107910 | Tax withholdingCommon Stock | 877 | $26.00 | $22,802.00 |
DisclosureSEC source: 0001068875-20-000016 · wf-form4_157834941023877.xml · nonDerivative · entry 1 Taylor Transient C · CIK 0001334302 · Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,038 F1 · shares: This transaction represents the withholding by the Issuer of shares to pay taxes in connection with the vesting of restricted stock units. The timing and amount of the transaction were determined by the terms of the applicable restricted stock unit award and were not within the control of the Reporting Person. F2 · balance_after: Not included in this amount are 15,409 performance-based restricted stock units of which 7,640 are eligible to vest following May 6, 2020 and 7,769 are eligible to vest from 0% to 200% following the end of 2021. Vesting for each award is subject to the Issuer's achievement of certain financial goals and certification by the Compensation Committee. Read SEC document |
| October 15, 2019 Filed Oct 17, 2019 16:11 UTC | AVANTAX, INC. BCOR · Entity 107910 | Tax withholdingCommon Stock | 999 | $20.86 | $20,839.14 |
DisclosureSEC source: 0001068875-19-000096 · wf-form4_157134306783474.xml · nonDerivative · entry 1 Taylor Transient C · CIK 0001334302 · Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,915 F1 · shares: This transaction represents the withholding by the Issuer of shares to pay taxes in connection with the vesting of restricted stock units. The timing and amount of the transaction were determined by the terms of the applicable restricted stock unit award and were not within the control of the Reporting Person. F2 · balance_after: Not included in this amount are 15,409 performance-based restricted stock units, of which 7,640 are eligible to vest following May 6, 2020 and 7,769 are eligible to vest from 0% to 200% following the end of 2021. Vesting for each award is subject to the issuers achievement of certain financial goals and certification by the Compensation Committee. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 16:18 UTC | AVANTAX, INC. BCOR · Entity 107910 | GrantStock Option (Right to Buy) · Derivative | 17,203 | $0.00 Strike: $27.03 | $0.00 |
DisclosureSEC source: 0001334302-19-000002 · wf-form4_154663671179661.xml · derivative · entry 2 Taylor Transient C · CIK 0001334302 · Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,203 Underlying: Common Stock · 17,203 shares Expires 2026-01-02 F3 · derivative.exercise_date: The option vests according to the following schedule: one-third vests on January 2, 2020, an additional one-third vest on January 2, 2021, and the remaining one-third will vest on January 2, 2022, such that the option will be fully vested on January 2, 2022. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 16:18 UTC | AVANTAX, INC. BCOR · Entity 107910 | GrantCommon Stock | 8,879 | $0.00 | $0.00 |
DisclosureSEC source: 0001334302-19-000002 · wf-form4_154663671179661.xml · nonDerivative · entry 1 Taylor Transient C · CIK 0001334302 · Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,914 F1 · shares: Reflects a grant of restricted stock units ("RSUs") that was made to the reporting person on January 2, 2019 and that will vest equally over a three-year period on each anniversary of the grant date. F2 · balance_after: Not included in this amount are 7,769 performance-based restricted stock units, of which from 0% to 200% are eligible to vest following the end of the 2021 fiscal year subject to the Issuer's achievement of certain financial goals over a three-year period and certification by the Compensation Committee. Read SEC document |
| October 15, 2018 Filed Oct 16, 2018 17:08 UTC | AVANTAX, INC. BCOR · Entity 107910 | GrantCommon Stock | 4,035 | $0.00 | $0.00 |
DisclosureSEC source: 0001334302-18-000004 · wf-form4_153972410014952.xml · nonDerivative · entry 1 Taylor Transient C · CIK 0001334302 · Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,035 F1 · shares: Reflects an initial grant of 4,035 restricted stock units ("RSUs") that was made to the reporting person upon joining Blucora, Inc. These RSUs vest in full on the one-year anniversary of the grant date. 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.