Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UPBOUND GROUP, INC.UPBD · Entity 599 | Director | January 02, 2026 | January 05, 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 January 02, 2026 · Filed January 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Director Deferred Stock UnitSEC Table II · derivative / convertible security | Direct | 35,818 |
Reported balance
After 2026-01-02 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-01-02 · Grant · Acquired 8,257 · Balance 35,818 F1: Each Director Deferred Stock Unit represents the right to receive one share of the common stock, $.01 par value per share, of the issuer ("Common Stock"). The Director Deferred Stock Units are fully vested and non-forfeitable. The Common Stock will be issued to the reporting person upon the termination of their service as a member of the issuer's board of directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Director Deferred Stock Unit represents the right to receive one share of the common stock, $.01 par value per share, of the issuer ("Common Stock"). The Director Deferred Stock Units are fully vested and non-forfeitable. The Common Stock will be issued to the reporting person upon the termination of their service as a member of the issuer's board of directors.
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 |
|---|---|---|---|---|---|---|
| January 02, 2026 Filed Jan 5, 2026 21:34 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | GrantDirector Deferred Stock Unit · Derivative | 8,257 | $17.56 | $144,992.92 |
DisclosureSEC source: 0001232539-26-000002 · wk-form4_1767648867.xml · derivative · entry 1 LEWIS HAROLD G · CIK 0001232539 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,818 Underlying: COMMON STOCK · 8,257 shares Expires not disclosed F1 · derivative.exercise_price: Each Director Deferred Stock Unit represents the right to receive one share of the common stock, $.01 par value per share, of the issuer ("Common Stock"). The Director Deferred Stock Units are fully vested and non-forfeitable. The Common Stock will be issued to the reporting person upon the termination of their service as a member of the issuer's board of directors. F1 · derivative.exercise_date: Each Director Deferred Stock Unit represents the right to receive one share of the common stock, $.01 par value per share, of the issuer ("Common Stock"). The Director Deferred Stock Units are fully vested and non-forfeitable. The Common Stock will be issued to the reporting person upon the termination of their service as a member of the issuer's board of directors. F1 · derivative.expiration_date: Each Director Deferred Stock Unit represents the right to receive one share of the common stock, $.01 par value per share, of the issuer ("Common Stock"). The Director Deferred Stock Units are fully vested and non-forfeitable. The Common Stock will be issued to the reporting person upon the termination of their service as a member of the issuer's board of directors. Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 21:35 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | GrantDirector Deferred Stock Unit · Derivative | 4,970 | $29.17 | $144,974.90 |
DisclosureSEC source: 0000933036-25-000004 · wk-form4_1736199324.xml · derivative · entry 1 LEWIS HAROLD G · CIK 0001232539 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,561 Underlying: COMMON STOCK · 4,970 shares Expires not disclosed F1 · derivative.exercise_price: Each Director Deferred Stock Unit represents the right to receive one share of the common stock, $.01 par value per share, of the issuer ("Common Stock"). The Director Deferred Stock Units are fully vested and non-forfeitable. The Common Stock will be issued to the reporting person upon the termination of their service as a member of the issuer's board of directors. F1 · derivative.exercise_date: Each Director Deferred Stock Unit represents the right to receive one share of the common stock, $.01 par value per share, of the issuer ("Common Stock"). The Director Deferred Stock Units are fully vested and non-forfeitable. The Common Stock will be issued to the reporting person upon the termination of their service as a member of the issuer's board of directors. F1 · derivative.expiration_date: Each Director Deferred Stock Unit represents the right to receive one share of the common stock, $.01 par value per share, of the issuer ("Common Stock"). The Director Deferred Stock Units are fully vested and non-forfeitable. The Common Stock will be issued to the reporting person upon the termination of their service as a member of the issuer's board of directors. Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 22:04 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | GrantDirector Deferred Stock Unit · Derivative | 4,268 | $33.97 | $144,983.96 |
DisclosureSEC source: 0000933036-24-000007 · wk-form4_1704405833.xml · derivative · entry 1 LEWIS HAROLD G · CIK 0001232539 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,591 Underlying: COMMON STOCK · 4,268 shares Expires not disclosed F1 · derivative.exercise_price: Each Director Deferred Stock Unit represents the right to receive one share of the common stock, $.01 par value per share, of the issuer ("Common Stock"). The Director Deferred Stock Units are fully vested and non-forfeitable. The Common Stock will be issued to the reporting person upon the termination of their service as a member of the issuer's board of directors. F1 · price: Each Director Deferred Stock Unit represents the right to receive one share of the common stock, $.01 par value per share, of the issuer ("Common Stock"). The Director Deferred Stock Units are fully vested and non-forfeitable. The Common Stock will be issued to the reporting person upon the termination of their service as a member of the issuer's board of directors. F1 · derivative.exercise_date: Each Director Deferred Stock Unit represents the right to receive one share of the common stock, $.01 par value per share, of the issuer ("Common Stock"). The Director Deferred Stock Units are fully vested and non-forfeitable. The Common Stock will be issued to the reporting person upon the termination of their service as a member of the issuer's board of directors. F1 · derivative.expiration_date: Each Director Deferred Stock Unit represents the right to receive one share of the common stock, $.01 par value per share, of the issuer ("Common Stock"). The Director Deferred Stock Units are fully vested and non-forfeitable. The Common Stock will be issued to the reporting person upon the termination of their service as a member of the issuer's board of directors. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 21:46 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | GrantDirector Deferred Stock Unit · Derivative | 5,876 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000933036-23-000011 · wf-form4_167295518443636.xml · derivative · entry 1 LEWIS HAROLD G · CIK 0001232539 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,323 Underlying: COMMON STOCK · 5,876 shares Expires not disclosed F1 · derivative.exercise_price: Each Director Deferred Stock Unit represents the right to receive one share of the common stock, $.01 par value per share, of the issuer ("Common Stock"). The Director Deferred Stock Units are fully vested and non-forfeitable. The Common Stock will be issued to the reporting person upon the termination of their service as a member of the issuer's board of directors. F1 · price: Each Director Deferred Stock Unit represents the right to receive one share of the common stock, $.01 par value per share, of the issuer ("Common Stock"). The Director Deferred Stock Units are fully vested and non-forfeitable. The Common Stock will be issued to the reporting person upon the termination of their service as a member of the issuer's board of directors. F1 · derivative.exercise_date: Each Director Deferred Stock Unit represents the right to receive one share of the common stock, $.01 par value per share, of the issuer ("Common Stock"). The Director Deferred Stock Units are fully vested and non-forfeitable. The Common Stock will be issued to the reporting person upon the termination of their service as a member of the issuer's board of directors. F1 · derivative.expiration_date: Each Director Deferred Stock Unit represents the right to receive one share of the common stock, $.01 par value per share, of the issuer ("Common Stock"). The Director Deferred Stock Units are fully vested and non-forfeitable. The Common Stock will be issued to the reporting person upon the termination of their service as a member of the issuer's board of directors. Read SEC document |
| January 03, 2022 Filed Jan 4, 2022 22:21 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | GrantDirector Deferred Stock Unit · Derivative | 2,758 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000933036-22-000013 · wf-form4_164133486346632.xml · derivative · entry 1 LEWIS HAROLD G · CIK 0001232539 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,447 Underlying: Common · 2,758 shares Expires not disclosed F1 · derivative.exercise_price: Each Director Deferred Stock Unit represents the right to receive one share of common stock, $0.01 par value per share, of the issuer ("Common Stock"). The Director Deferred Stock Units are fully vested and non-forfeitable. The Common Stock will be issued to the reporting person upon the termination of his service as a member of the issuer's board of directors. F1 · price: Each Director Deferred Stock Unit represents the right to receive one share of common stock, $0.01 par value per share, of the issuer ("Common Stock"). The Director Deferred Stock Units are fully vested and non-forfeitable. The Common Stock will be issued to the reporting person upon the termination of his service as a member of the issuer's board of directors. F1 · derivative.exercise_date: Each Director Deferred Stock Unit represents the right to receive one share of common stock, $0.01 par value per share, of the issuer ("Common Stock"). The Director Deferred Stock Units are fully vested and non-forfeitable. The Common Stock will be issued to the reporting person upon the termination of his service as a member of the issuer's board of directors. F1 · derivative.expiration_date: Each Director Deferred Stock Unit represents the right to receive one share of common stock, $0.01 par value per share, of the issuer ("Common Stock"). The Director Deferred Stock Units are fully vested and non-forfeitable. The Common Stock will be issued to the reporting person upon the termination of his service as a member of the issuer's board of directors. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 12:43 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | GrantDirector Deferred Stock Unit · Derivative | 3,134 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000933036-21-000010 · wf-form4_160993701105006.xml · derivative · entry 1 LEWIS HAROLD G · CIK 0001232539 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,689 Underlying: Common · 3,134 shares Expires not disclosed F1 · derivative.exercise_price: Each Director Deferred Stock Unit represents the right to receive one share of the common stock, $.01 par value per share, of the issuer ("Common Stock"). The Director Deferred Stock Units are fully vested and non-forfeitable. The Common Stock will be issued to the reporting person upon the termination of his or her service as a member of the issuer's board of directors. F1 · price: Each Director Deferred Stock Unit represents the right to receive one share of the common stock, $.01 par value per share, of the issuer ("Common Stock"). The Director Deferred Stock Units are fully vested and non-forfeitable. The Common Stock will be issued to the reporting person upon the termination of his or her service as a member of the issuer's board of directors. F1 · derivative.exercise_date: Each Director Deferred Stock Unit represents the right to receive one share of the common stock, $.01 par value per share, of the issuer ("Common Stock"). The Director Deferred Stock Units are fully vested and non-forfeitable. The Common Stock will be issued to the reporting person upon the termination of his or her service as a member of the issuer's board of directors. F1 · derivative.expiration_date: Each Director Deferred Stock Unit represents the right to receive one share of the common stock, $.01 par value per share, of the issuer ("Common Stock"). The Director Deferred Stock Units are fully vested and non-forfeitable. The Common Stock will be issued to the reporting person upon the termination of his or her service as a member of the issuer's board of directors. Read SEC document |
| January 02, 2020 Filed Jan 3, 2020 21:45 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | GrantDirector Deferred Stock Unit · Derivative | 6,555 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-20-000325 · doc4.xml · derivative · entry 1 LEWIS HAROLD G · CIK 0001232539 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,555 Underlying: Common · 6,555 shares Expires not disclosed F1 · derivative.exercise_price: Each Director Deferred Stock Unit represents the right to receive one share of the common stock, $.01 par value per share, of the issuer ("Common Stock"). The Director Deferred Stock Units are fully vested and non-forfeitable. The Common Stock will be issued to the reporting person upon the termination of his service as a member of the issuer's board of directors. F1 · price: Each Director Deferred Stock Unit represents the right to receive one share of the common stock, $.01 par value per share, of the issuer ("Common Stock"). The Director Deferred Stock Units are fully vested and non-forfeitable. The Common Stock will be issued to the reporting person upon the termination of his service as a member of the issuer's board of directors. F1 · derivative.exercise_date: Each Director Deferred Stock Unit represents the right to receive one share of the common stock, $.01 par value per share, of the issuer ("Common Stock"). The Director Deferred Stock Units are fully vested and non-forfeitable. The Common Stock will be issued to the reporting person upon the termination of his service as a member of the issuer's board of directors. F1 · derivative.expiration_date: Each Director Deferred Stock Unit represents the right to receive one share of the common stock, $.01 par value per share, of the issuer ("Common Stock"). The Director Deferred Stock Units are fully vested and non-forfeitable. The Common Stock will be issued to the reporting person upon the termination of his service as a member of the issuer's board of directors. 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.