Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UPBOUND GROUP, INC.UPBD · Entity 599 | EVP, Acima | 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 | 100,175 |
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 33,226 · Balance 100,175 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 | 99,679 |
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 99,679 · Balance 99,679 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. 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 20:31 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | GrantPERFORMANCE STOCK UNITS · Derivative | 99,679 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-380289 · ownership.xml · derivative · entry 2 Montrone Ralph T. · CIK 0001965498 · EVP, Acima 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,679 Underlying: COMMON STOCK · 99,679 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 20:31 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | GrantCOMMON STOCK | 33,226 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-380289 · ownership.xml · nonDerivative · entry 1 Montrone Ralph T. · CIK 0001965498 · EVP, Acima 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,175 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 | 874 | $21.54 | $18,825.96 |
DisclosureSEC source: 0001965498-26-000006 · wk-form4_1772227915.xml · nonDerivative · entry 1 Montrone Ralph T. · CIK 0001965498 · EVP, Acima 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,949 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 21:36 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 1,145 | $21.36 | $24,457.20 |
DisclosureSEC source: 0001965498-26-000004 · wk-form4_1772055385.xml · nonDerivative · entry 3 Montrone Ralph T. · CIK 0001965498 · EVP, Acima 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,823 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 21:36 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 1,031 | $21.36 | $22,022.16 |
DisclosureSEC source: 0001965498-26-000004 · wk-form4_1772055385.xml · nonDerivative · entry 2 Montrone Ralph T. · CIK 0001965498 · EVP, Acima 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,968 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 21:36 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | GrantCOMMON STOCK | 15,044 | $22.78 | $342,702.32 |
DisclosureSEC source: 0001965498-26-000004 · wk-form4_1772055385.xml · nonDerivative · entry 1 Montrone Ralph T. · CIK 0001965498 · EVP, Acima 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,999 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 21:33 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 5,134 | $20.70 | $106,273.80 |
DisclosureSEC source: 0001965498-26-000002 · wk-form4_1770932001.xml · nonDerivative · entry 2 Montrone Ralph T. · CIK 0001965498 · EVP, Acima 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,955 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 21:33 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | GrantCOMMON STOCK | 10,966 | $20.70 | $226,996.20 |
DisclosureSEC source: 0001965498-26-000002 · wk-form4_1770932001.xml · nonDerivative · entry 1 Montrone Ralph T. · CIK 0001965498 · EVP, Acima 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,089 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 |
| September 11, 2025 Filed Sep 12, 2025 20:45 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | SaleCOMMON STOCK | 6,000 | $25.23 | $151,380.00 |
DisclosureSEC source: 0001965498-25-000006 · wk-form4_1757709946.xml · nonDerivative · entry 1 Montrone Ralph T. · CIK 0001965498 · EVP, Acima 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,123 F1 · price: The price in Column 4 is a weighted average price of $25.23. These shares were purchased in multiple transactions at prices ranging from $25.09 to $25.35, 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. Read SEC document |
| February 26, 2025 Filed Feb 26, 2025 21:35 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 576 | $27.33 | $15,742.08 |
DisclosureSEC source: 0000933036-25-000048 · wk-form4_1740605700.xml · nonDerivative · entry 4 Montrone Ralph T. · CIK 0001965498 · EVP, Acima 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,123 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 21:35 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 491 | $26.45 | $12,986.95 |
DisclosureSEC source: 0000933036-25-000048 · wk-form4_1740605700.xml · nonDerivative · entry 3 Montrone Ralph T. · CIK 0001965498 · EVP, Acima 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,699 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 21:35 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 680 | $26.56 | $18,060.80 |
DisclosureSEC source: 0000933036-25-000048 · wk-form4_1740605700.xml · nonDerivative · entry 2 Montrone Ralph T. · CIK 0001965498 · EVP, Acima 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,190 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 21:35 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | GrantCOMMON STOCK | 7,832 | $26.56 | $208,017.92 |
DisclosureSEC source: 0000933036-25-000048 · wk-form4_1740605700.xml · nonDerivative · entry 1 Montrone Ralph T. · CIK 0001965498 · EVP, Acima 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,870 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 21:35 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 3,626 | $29.50 | $106,967.00 |
DisclosureSEC source: 0000933036-25-000030 · wk-form4_1739482550.xml · nonDerivative · entry 2 Montrone Ralph T. · CIK 0001965498 · EVP, Acima 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,038 F4 · 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 21:35 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | GrantCOMMON STOCK | 11,807 | $29.50 | $348,306.50 |
DisclosureSEC source: 0000933036-25-000030 · wk-form4_1739482550.xml · nonDerivative · entry 1 Montrone Ralph T. · CIK 0001965498 · EVP, Acima 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,664 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. 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 783 shares due to administrative error and have been added. Read SEC document |
| August 05, 2024 Filed Aug 6, 2024 20:33 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | SaleCOMMON STOCK | 15,000 | $32.48 | $487,200.00 |
DisclosureSEC source: 0000933036-24-000139 · wk-form4_1722976399.xml · nonDerivative · entry 1 Montrone Ralph T. · CIK 0001965498 · EVP, Acima 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,074 F1 · price: The price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $32.43 to $32.66, 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. Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 21:01 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | SaleCOMMON STOCK | 30,000 | $33.48 | $1,004,400.00 |
DisclosureSEC source: 0000933036-24-000066 · wk-form4_1709326878.xml · nonDerivative · entry 1 Montrone Ralph T. · CIK 0001965498 · EVP, Acima 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,074 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.25 to $33.73, 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. Read SEC document |
| February 26, 2024 Filed Feb 27, 2024 21:42 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 264 | $33.80 | $8,923.20 |
DisclosureSEC source: 0000933036-24-000054 · wk-form4_1709070081.xml · nonDerivative · entry 4 Montrone Ralph T. · CIK 0001965498 · EVP, Acima 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,074 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 21:42 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | GrantCOMMON STOCK | 5,973 | $0.00 | $0.00 |
DisclosureSEC source: 0000933036-24-000054 · wk-form4_1709070081.xml · nonDerivative · entry 1 Montrone Ralph T. · CIK 0001965498 · EVP, Acima 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,512 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 21:42 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 492 | $34.16 | $16,806.72 |
DisclosureSEC source: 0000933036-24-000054 · wk-form4_1709070081.xml · nonDerivative · entry 3 Montrone Ralph T. · CIK 0001965498 · EVP, Acima 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,338 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 21:42 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 682 | $34.16 | $23,297.12 |
DisclosureSEC source: 0000933036-24-000054 · wk-form4_1709070081.xml · nonDerivative · entry 2 Montrone Ralph T. · CIK 0001965498 · EVP, Acima 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,830 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 21:54 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 1,386 | $34.19 | $47,387.34 |
DisclosureSEC source: 0000933036-24-000028 · wk-form4_1708034073.xml · nonDerivative · entry 2 Montrone Ralph T. · CIK 0001965498 · EVP, Acima 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,539 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 21:54 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | GrantCOMMON STOCK | 4,174 | $34.19 | $142,709.06 |
DisclosureSEC source: 0000933036-24-000028 · wk-form4_1708034073.xml · nonDerivative · entry 1 Montrone Ralph T. · CIK 0001965498 · EVP, Acima 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,925 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 10, 2023 Filed Aug 14, 2023 21:27 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | SaleCOMMON STOCK | 1,148 | $33.04 | $37,929.92 |
DisclosureSEC source: 0000933036-23-000145 · wk-form4_1692048440.xml · nonDerivative · entry 2 Montrone Tyler · CIK 0001965498 · EVP, Acima 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,751 F3 · price: The reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $32.98 to $33.16, inclusive. F2 · balance_after: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| August 10, 2023 Filed Aug 14, 2023 21:27 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | SaleCOMMON STOCK | 20,422 | $32.13 | $656,158.86 |
DisclosureSEC source: 0000933036-23-000145 · wk-form4_1692048440.xml · nonDerivative · entry 1 Montrone Tyler · CIK 0001965498 · EVP, Acima 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,899 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $31.86 to $32.85, inclusive. The reporting person undertakes to provide to Upbound Group, Inc., any security holder of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set footnotes (1) and (3) of this Form 4. F2 · balance_after: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| February 26, 2023 Filed Feb 28, 2023 22:14 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 262 | $26.78 | $7,016.36 |
DisclosureSEC source: 0000933036-23-000071 · wf-form4_167762244037681.xml · nonDerivative · entry 3 Montrone Tyler · CIK 0001965498 · EVP, Acima 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,321 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 two 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 25, 2023 Filed Feb 28, 2023 22:14 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 494 | $25.91 | $12,799.54 |
DisclosureSEC source: 0000933036-23-000071 · wf-form4_167762244037681.xml · nonDerivative · entry 2 Montrone Tyler · CIK 0001965498 · EVP, Acima 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,583 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 22:14 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | GrantCOMMON STOCK | 6,267 | $0.00 | $0.00 |
DisclosureSEC source: 0000933036-23-000071 · wf-form4_167762244037681.xml · nonDerivative · entry 1 Montrone Tyler · CIK 0001965498 · EVP, Acima 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,077 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.