Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UPBOUND GROUP, INC.UPBD · Entity 599 | EVP-RAC | 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 |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 76,679 |
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 32,962 · Balance 76,679 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 | 98,888 |
Reported balance
After 2026-09-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-09-01 · Grant · Acquired 98,888 · Balance 98,888 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. |
| COMMON STOCKSEC Table I · non-derivative | IndirectCompany 401(k) Plan | 1,070 |
Reported balance
Holding disclosure · report date 2026-09-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,070 |
| COMMON STOCKSEC Table I · non-derivative | IndirectCompany NQDC Plan | 102 |
Reported balance
Holding disclosure · report date 2026-09-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 102 |
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 | 98,888 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-380276 · ownership.xml · derivative · entry 4 Blasquez Anthony J · CIK 0001814381 · EVP-RAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 98,888 Underlying: COMMON STOCK · 98,888 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 | 32,962 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-380276 · ownership.xml · nonDerivative · entry 1 Blasquez Anthony J · CIK 0001814381 · EVP-RAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,679 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 |
| August 21, 2026 Filed Aug 26, 2026 20:30 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | SaleCOMMON STOCK | 10,000 | $18.85 | $188,500.00 |
DisclosureSEC source: 0001193125-26-368707 · ownership.xml · nonDerivative · entry 1 Blasquez Anthony J · CIK 0001814381 · EVP-RAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,717 F1 · price: The price in Column 4 is a weighted average price of $18.85. These shares were sold in multiple transactions at prices ranging from $18.81 to $18.87, inclusive. 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 at each separate price within the foregoing range. F2 · balance_after: Includes Shares of common stock and unvested restriced stock units. Read SEC document |
| February 26, 2026 Filed Feb 27, 2026 21:32 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 485 | $21.54 | $10,446.90 |
DisclosureSEC source: 0001814381-26-000005 · wk-form4_1772227954.xml · nonDerivative · entry 1 Blasquez Anthony J · CIK 0001814381 · EVP-RAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,717 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 21:35 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 630 | $21.36 | $13,456.80 |
DisclosureSEC source: 0001814381-26-000003 · wk-form4_1772055343.xml · nonDerivative · entry 3 Blasquez Anthony J · CIK 0001814381 · EVP-RAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,202 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 21:35 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 573 | $21.36 | $12,239.28 |
DisclosureSEC source: 0001814381-26-000003 · wk-form4_1772055343.xml · nonDerivative · entry 2 Blasquez Anthony J · CIK 0001814381 · EVP-RAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,832 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 21:35 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | GrantCOMMON STOCK | 14,925 | $22.78 | $339,991.50 |
DisclosureSEC source: 0001814381-26-000003 · wk-form4_1772055343.xml · nonDerivative · entry 1 Blasquez Anthony J · CIK 0001814381 · EVP-RAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,405 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 21:41 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 2,997 | $20.70 | $62,037.90 |
DisclosureSEC source: 0001814381-26-000001 · wk-form4_1770932459.xml · nonDerivative · entry 2 Blasquez Anthony J · CIK 0001814381 · EVP-RAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,480 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 21:41 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | GrantCOMMON STOCK | 10,966 | $20.70 | $226,996.20 |
DisclosureSEC source: 0001814381-26-000001 · wk-form4_1770932459.xml · nonDerivative · entry 1 Blasquez Anthony J · CIK 0001814381 · EVP-RAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,477 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 |
| August 21, 2025 Filed Aug 22, 2025 20:15 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | SaleCOMMON STOCK | 3,500 | $23.63 | $82,705.00 |
DisclosureSEC source: 0000933036-25-000151 · wk-form4_1755893731.xml · nonDerivative · entry 1 Blasquez Anthony J · CIK 0001814381 · EVP-RAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,511 F1 · price: The price in Column 4 is the price at which all reported shares were sold. F2 · 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 | 485 | $27.33 | $13,255.05 |
DisclosureSEC source: 0000933036-25-000052 · wk-form4_1740605812.xml · nonDerivative · entry 4 Blasquez Anthony J · CIK 0001814381 · EVP-RAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,011 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 21:36 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 360 | $26.45 | $9,522.00 |
DisclosureSEC source: 0000933036-25-000052 · wk-form4_1740605812.xml · nonDerivative · entry 3 Blasquez Anthony J · CIK 0001814381 · EVP-RAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,496 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 21:36 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 573 | $26.56 | $15,218.88 |
DisclosureSEC source: 0000933036-25-000052 · wk-form4_1740605812.xml · nonDerivative · entry 2 Blasquez Anthony J · CIK 0001814381 · EVP-RAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,856 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 | 7,752 | $26.56 | $205,893.12 |
DisclosureSEC source: 0000933036-25-000052 · wk-form4_1740605812.xml · nonDerivative · entry 1 Blasquez Anthony J · CIK 0001814381 · EVP-RAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,429 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 21:40 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 2,716 | $29.50 | $80,122.00 |
DisclosureSEC source: 0000933036-25-000034 · wk-form4_1739482833.xml · nonDerivative · entry 2 Blasquez Anthony J · CIK 0001814381 · EVP-RAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,677 F3 · shares: Number of shares withheld to cover taxes with respect to performance-based restricted stock units which vested on February 11, 2025. F2 · balance_after: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| February 11, 2025 Filed Feb 13, 2025 21:40 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | GrantCOMMON STOCK | 10,275 | $29.50 | $303,112.50 |
DisclosureSEC source: 0000933036-25-000034 · wk-form4_1739482833.xml · nonDerivative · entry 1 Blasquez Anthony J · CIK 0001814381 · EVP-RAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,393 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 27, 2024 Filed Aug 28, 2024 20:47 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | SaleCOMMON STOCK | 2,500 | $33.17 | $82,932.00 |
DisclosureSEC source: 0000933036-24-000143 · wk-form4_1724878051.xml · nonDerivative · entry 1 Blasquez Anthony J · CIK 0001814381 · EVP-RAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,837 F1 · price: The price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.1725 to $33.195 inclusive. 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 at each separate price within the foregoing range. 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 370 shares due to administrative error and have been added. Read SEC document |
| March 14, 2024 Filed Mar 18, 2024 20:36 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Exercise / conversionEmployee Stock Option (Right to Purchase) · Derivative | 7,500 | $0.00 Strike: $26.62 | $0.00 |
DisclosureSEC source: 0000933036-24-000068 · wk-form4_1710794201.xml · derivative · entry 5 Blasquez Anthony J · CIK 0001814381 · EVP-RAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,500 Underlying: COMMON STOCK · 7,500 shares Expires 2030-07-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: The option becomes exercisable in four equal installments on each of July 1, 2021, 2022, 2023 and 2024. Read SEC document |
| March 14, 2024 Filed Mar 18, 2024 20:36 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Exercise / conversionEmployee Stock Option (Right to Purchase) · Derivative | 4,985 | $0.00 Strike: $24.77 | $0.00 |
DisclosureSEC source: 0000933036-24-000068 · wk-form4_1710794201.xml · derivative · entry 4 Blasquez Anthony J · CIK 0001814381 · EVP-RAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: COMMON STOCK · 4,985 shares Expires 2030-02-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: The option became exercisable in four equal installments on February 26, 2021, 2022, 2023 and 2024. Read SEC document |
| March 14, 2024 Filed Mar 18, 2024 20:36 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | SaleCOMMON STOCK | 12,485 | $33.18 | $414,252.30 |
DisclosureSEC source: 0000933036-24-000068 · wk-form4_1710794201.xml · nonDerivative · entry 3 Blasquez Anthony J · CIK 0001814381 · EVP-RAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,967 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.15 to $33.32, inclusive. 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 at each separate price within the foregoing range. F1 · balance_after: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| March 14, 2024 Filed Mar 18, 2024 20:36 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Exercise / conversionCOMMON STOCK | 7,500 | $26.62 | $199,650.00 |
DisclosureSEC source: 0000933036-24-000068 · wk-form4_1710794201.xml · nonDerivative · entry 2 Blasquez Anthony J · CIK 0001814381 · EVP-RAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,452 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| March 14, 2024 Filed Mar 18, 2024 20:36 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Exercise / conversionCOMMON STOCK | 4,985 | $24.77 | $123,478.45 |
DisclosureSEC source: 0000933036-24-000068 · wk-form4_1710794201.xml · nonDerivative · entry 1 Blasquez Anthony J · CIK 0001814381 · EVP-RAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,952 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| February 26, 2024 Filed Feb 27, 2024 21:48 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 167 | $33.80 | $5,644.60 |
DisclosureSEC source: 0000933036-24-000058 · wk-form4_1709070499.xml · nonDerivative · entry 4 Blasquez Anthony J · CIK 0001814381 · EVP-RAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,967 F5 · shares: Number of shares withheld to cover taxes with respect to time-based restricted stock units which vested on February 26, 2024 (upon completion of three years of continuous employment from grant date of February 26, 2021). F2 · balance_after: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| February 26, 2024 Filed Feb 27, 2024 21:48 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | GrantCOMMON STOCK | 5,973 | $0.00 | $0.00 |
DisclosureSEC source: 0000933036-24-000058 · wk-form4_1709070499.xml · nonDerivative · entry 1 Blasquez Anthony J · CIK 0001814381 · EVP-RAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,215 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 21:48 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 384 | $34.16 | $13,117.44 |
DisclosureSEC source: 0000933036-24-000058 · wk-form4_1709070499.xml · nonDerivative · entry 3 Blasquez Anthony J · CIK 0001814381 · EVP-RAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,134 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 21:48 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 697 | $34.16 | $23,809.52 |
DisclosureSEC source: 0000933036-24-000058 · wk-form4_1709070499.xml · nonDerivative · entry 2 Blasquez Anthony J · CIK 0001814381 · EVP-RAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,518 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 21:58 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 931 | $34.19 | $31,830.89 |
DisclosureSEC source: 0000933036-24-000034 · wk-form4_1708034286.xml · nonDerivative · entry 2 Blasquez Anthony J · CIK 0001814381 · EVP-RAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,242 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 21:58 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | GrantCOMMON STOCK | 3,143 | $34.19 | $107,459.17 |
DisclosureSEC source: 0000933036-24-000034 · wk-form4_1708034286.xml · nonDerivative · entry 1 Blasquez Anthony J · CIK 0001814381 · EVP-RAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,173 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 |
| August 08, 2023 Filed Aug 10, 2023 20:22 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Exercise / conversionEmployee Stock Option (Right to Purchase) · Derivative | 3,514 | $0.00 Strike: $8.22 | $0.00 |
DisclosureSEC source: 0000933036-23-000143 · wf-form4_169169894492713.xml · derivative · entry 9 Blasquez Anthony J · CIK 0001814381 · EVP-RAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: COMMON STOCK · 3,514 shares Expires 2028-02-23 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: The Option became exercisable in four equal installments on February 23, 2019, 2020, 2021 and 2022. Read SEC document |
| August 08, 2023 Filed Aug 10, 2023 20:22 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Exercise / conversionEmployee Stock Option (Right to Purchase) · Derivative | 2,749 | $0.00 Strike: $20.87 | $0.00 |
DisclosureSEC source: 0000933036-23-000143 · wf-form4_169169894492713.xml · derivative · entry 8 Blasquez Anthony J · CIK 0001814381 · EVP-RAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: COMMON STOCK · 2,749 shares Expires 2029-04-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: The Option became exercisable in four equal installments on April 1, 2020, 2021, 2022 and 2023. Read SEC document |
| August 08, 2023 Filed Aug 10, 2023 20:22 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Exercise / conversionEmployee Stock Option (Right to Purchase) · Derivative | 2,618 | $0.00 Strike: $8.32 | $0.00 |
DisclosureSEC source: 0000933036-23-000143 · wf-form4_169169894492713.xml · derivative · entry 7 Blasquez Anthony J · CIK 0001814381 · EVP-RAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: COMMON STOCK · 2,618 shares Expires 2027-02-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: The Option became exercisable in four equal installments on February 16, 2018, 2019, 2020 and 2021. Read SEC document |
| August 08, 2023 Filed Aug 10, 2023 20:22 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 4,681 | $32.46 | $151,945.26 |
DisclosureSEC source: 0000933036-23-000143 · wf-form4_169169894492713.xml · nonDerivative · entry 6 Blasquez Anthony J · CIK 0001814381 · EVP-RAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,030 F1 · balance_after: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| August 08, 2023 Filed Aug 10, 2023 20:22 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | SaleCOMMON STOCK | 202 | $32.50 | $6,565.00 |
DisclosureSEC source: 0000933036-23-000143 · wf-form4_169169894492713.xml · nonDerivative · entry 5 Blasquez Anthony J · CIK 0001814381 · EVP-RAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,711 F1 · balance_after: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| August 08, 2023 Filed Aug 10, 2023 20:22 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | SaleCOMMON STOCK | 8,679 | $32.46 | $281,720.34 |
DisclosureSEC source: 0000933036-23-000143 · wf-form4_169169894492713.xml · nonDerivative · entry 4 Blasquez Anthony J · CIK 0001814381 · EVP-RAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,913 F1 · balance_after: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| August 08, 2023 Filed Aug 10, 2023 20:22 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Exercise / conversionCOMMON STOCK | 3,514 | $8.22 | $28,885.08 |
DisclosureSEC source: 0000933036-23-000143 · wf-form4_169169894492713.xml · nonDerivative · entry 3 Blasquez Anthony J · CIK 0001814381 · EVP-RAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,592 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| August 08, 2023 Filed Aug 10, 2023 20:22 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Exercise / conversionCOMMON STOCK | 2,749 | $20.87 | $57,371.63 |
DisclosureSEC source: 0000933036-23-000143 · wf-form4_169169894492713.xml · nonDerivative · entry 2 Blasquez Anthony J · CIK 0001814381 · EVP-RAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,078 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| August 08, 2023 Filed Aug 10, 2023 20:22 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Exercise / conversionCOMMON STOCK | 2,618 | $8.32 | $21,781.76 |
DisclosureSEC source: 0000933036-23-000143 · wf-form4_169169894492713.xml · nonDerivative · entry 1 Blasquez Anthony J · CIK 0001814381 · EVP-RAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,329 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| March 06, 2023 Filed Mar 8, 2023 21:33 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | SaleCOMMON STOCK | 9,100 | $26.57 | $241,787.00 |
DisclosureSEC source: 0000933036-23-000072 · wf-form4_167831121119686.xml · nonDerivative · entry 1 Blasquez Anthony J · CIK 0001814381 · EVP-RAC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,711 F1 · balance_after: Includes shares of common stock, unvested restricted stock units, and shares held in the Company 401(k) and NQDC Plans. Read SEC document |
| February 26, 2023 Filed Feb 28, 2023 21:42 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 156 | $26.78 | $4,177.68 |
DisclosureSEC source: 0000933036-23-000057 · wf-form4_167762051513562.xml · nonDerivative · entry 4 Blasquez Anthony J · CIK 0001814381 · EVP-RAC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,811 F5 · shares: Number of shares withheld to cover taxes with respect to time-based restricted stock units which vested on February 26, 2023 (upon completion of two years of continuous employment from grant date of February 26, 2021). F2 · balance_after: Includes shares of common stock, unvested restricted stock units, and shares held in the Company 401(k) and NQDC Plans. Read SEC document |
| February 26, 2023 Filed Feb 28, 2023 21:42 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 383 | $26.78 | $10,256.74 |
DisclosureSEC source: 0000933036-23-000057 · wf-form4_167762051513562.xml · nonDerivative · entry 3 Blasquez Anthony J · CIK 0001814381 · EVP-RAC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,967 F4 · shares: Number of shares withheld to cover taxes with respect to time-based restricted stock units which vested on February 26, 2023 (upon completion of three years of continuous employment from grant date of February 26, 2020). F2 · balance_after: Includes shares of common stock, unvested restricted stock units, and shares held in the Company 401(k) and NQDC Plans. Read SEC document |
| February 25, 2023 Filed Feb 28, 2023 21:42 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 351 | $25.91 | $9,094.41 |
DisclosureSEC source: 0000933036-23-000057 · wf-form4_167762051513562.xml · nonDerivative · entry 2 Blasquez Anthony J · CIK 0001814381 · EVP-RAC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,350 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, unvested restricted stock units, and shares held in the Company 401(k) and NQDC Plans. Read SEC document |
| February 24, 2023 Filed Feb 28, 2023 21:42 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | GrantCOMMON STOCK | 6,680 | $0.00 | $0.00 |
DisclosureSEC source: 0000933036-23-000057 · wf-form4_167762051513562.xml · nonDerivative · entry 1 Blasquez Anthony J · CIK 0001814381 · EVP-RAC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,701 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, unvested restricted stock units, and shares held in the Company 401(k) and NQDC Plans. Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 21:49 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Tax withholdingCOMMON STOCK | 818 | $27.11 | $22,175.98 |
DisclosureSEC source: 0000933036-23-000031 · wf-form4_167649778178432.xml · nonDerivative · entry 2 Blasquez Anthony J · CIK 0001814381 · EVP-RAC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,827 F3 · shares: (3) Number of shares withheld to cover taxes with respect to performance-based restricted stock units which vested on February 13, 2023. F2 · balance_after: (2) Includes shares of common stock and unvested restricted stock units. Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 21:49 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | GrantCOMMON STOCK | 2,761 | $27.11 | $74,850.71 |
DisclosureSEC source: 0000933036-23-000031 · wf-form4_167649778178432.xml · nonDerivative · entry 1 Blasquez Anthony J · CIK 0001814381 · EVP-RAC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,645 F1 · shares: (1) The Company's relative TSR over the three-year measurement period ending December 31, 2022, established in connection with performance-based restricted stock units granted to the reporting person on February 26, 2020, ranked in the 31st percentile, resulting in the vesting of 50% of such performance-based restricted stock units. F2 · balance_after: (2) Includes shares of common stock and unvested restricted stock units. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 21:27 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Tax withholdingCOMMON STOCK | 399 | $25.19 | $10,050.81 |
DisclosureSEC source: 0000933036-22-000084 · wf-form4_164919403267943.xml · nonDerivative · entry 1 Blasquez Anthony J · CIK 0001814381 · EVP-RAC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,884 F1 · shares: Number of shares withheld to cover taxes with respect to time-based restricted stock units which vested on April 1, 2022 (upon completion of three years of continuous employment from grant date of April 1, 2019). F2 · balance_after: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| February 26, 2022 Filed Mar 1, 2022 22:16 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Tax withholdingCOMMON STOCK | 162 | $29.39 | $4,761.18 |
DisclosureSEC source: 0000933036-22-000059 · wf-form4_164617295918181.xml · nonDerivative · entry 2 Blasquez Anthony J · CIK 0001814381 · EVP-RAC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,283 F3 · shares: Number of shares withheld to cover taxes with respect to time-based restricted stock units which vested on February 26, 2022 (upon completion of one year of continuous employment from grant date of February 26, 2021). 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 | 4,403 | $29.05 | $127,907.15 |
DisclosureSEC source: 0000933036-22-000059 · wf-form4_164617295918181.xml · nonDerivative · entry 1 Blasquez Anthony J · CIK 0001814381 · EVP-RAC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,445 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 shares of common stock and unvested restricted stock units. Read SEC document |
| February 14, 2022 Filed Feb 16, 2022 22:14 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Tax withholdingCOMMON STOCK | 3,316 | $38.94 | $129,125.04 |
DisclosureSEC source: 0000933036-22-000036 · wf-form4_164504963334744.xml · nonDerivative · entry 2 Blasquez Anthony J · CIK 0001814381 · EVP-RAC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,042 F3 · shares: Number of shares withheld to cover taxes with respect to performance-based restricted stock units which vested on February 14, 2022. F2 · balance_after: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| February 14, 2022 Filed Feb 16, 2022 22:14 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | GrantCOMMON STOCK | 13,112 | $38.94 | $510,581.28 |
DisclosureSEC source: 0000933036-22-000036 · wf-form4_164504963334744.xml · nonDerivative · entry 1 Blasquez Anthony J · CIK 0001814381 · EVP-RAC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,358 F1 · shares: The Company's relative TSR over the three-year measurement period ending December 31, 2021, established in connection with performance-based restricted stock units granted to the reporting person on April 1, 2019, ranked in the 91st percentile, resulting in the vesting of 200% of such performance-based restricted stock units. F2 · balance_after: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| December 08, 2021 Filed Dec 10, 2021 23:04 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Exercise / conversionEmployee Stock Option (Right to Purchase) · Derivative | 175 | $0.00 Strike: $37.19 | $0.00 |
DisclosureSEC source: 0000933036-21-000231 · wf-form4_163917747845794.xml · derivative · entry 5 Blasquez Anthony J · CIK 0001814381 · EVP, RAC OPS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: COMMON STOCK · 175 shares Expires 2022-01-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: The Reporting Person exercised options that were scheduled to expire in January 2022. F3 · derivative.exercise_date: The option became exercisable in four equal installments on January 31, 2013, 2014, 2015 and 2016. 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.