Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UPBOUND GROUP, INC.UPBD · Entity 599 | EVP, Chief Marketing Officer | February 24, 2025 | February 26, 2025 |
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 February 24, 2025 · Filed February 26, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 84,239 |
Last balance in matching sequence
After 2025-02-26 transaction · row 4
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
4 source rowsRow 1 · 2025-02-24 · Grant · Acquired 4,276 · Balance 85,087 F1: 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: Includes shares of common stock and unvested restricted stock units. Row 2 · 2025-02-24 · Tax withholding · Disposed 313 · Balance 84,774 F3: 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: Includes shares of common stock and unvested restricted stock units. Row 3 · 2025-02-25 · Tax withholding · Disposed 267 · Balance 84,507 F4: 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: Includes shares of common stock and unvested restricted stock units. Row 4 · 2025-02-26 · Tax withholding · Disposed 268 · Balance 84,239 F5: 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: Includes shares of common stock and unvested restricted stock units. |
| COMMON STOCKSEC Table I · non-derivative | IndirectCompany 401(k) Plan | 148 |
Reported balance
Holding disclosure · report date 2025-02-24 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 148 |
Filing footnotes · ownership attribution and instrument terms
F1: 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: Includes shares of common stock and unvested restricted stock units.
F3: 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).
F4: 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).
F5: 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).
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 |
|---|---|---|---|---|---|---|
| February 26, 2025 Filed Feb 26, 2025 21:32 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 268 | $27.33 | $7,324.44 |
DisclosureSEC source: 0000933036-25-000044 · wk-form4_1740605538.xml · nonDerivative · entry 4 Davids Ann L · CIK 0001732404 · EVP, Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,239 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 21:32 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 267 | $26.45 | $7,062.15 |
DisclosureSEC source: 0000933036-25-000044 · wk-form4_1740605538.xml · nonDerivative · entry 3 Davids Ann L · CIK 0001732404 · EVP, Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,507 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 21:32 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 313 | $26.56 | $8,313.28 |
DisclosureSEC source: 0000933036-25-000044 · wk-form4_1740605538.xml · nonDerivative · entry 2 Davids Ann L · CIK 0001732404 · EVP, Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,774 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 21:32 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | GrantCOMMON STOCK | 4,276 | $26.56 | $113,570.56 |
DisclosureSEC source: 0000933036-25-000044 · wk-form4_1740605538.xml · nonDerivative · entry 1 Davids Ann L · CIK 0001732404 · EVP, Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,087 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 21:43 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 2,080 | $29.50 | $61,360.00 |
DisclosureSEC source: 0000933036-25-000038 · wk-form4_1739482975.xml · nonDerivative · entry 2 Davids Ann L · CIK 0001732404 · EVP, Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,811 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 21:43 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | GrantCOMMON STOCK | 7,607 | $29.50 | $224,406.50 |
DisclosureSEC source: 0000933036-25-000038 · wk-form4_1739482975.xml · nonDerivative · entry 1 Davids Ann L · CIK 0001732404 · EVP, Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,891 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: A correction is being made to the total shares held directly by the reporting person to adjust for a decrease of 139 shares previously reported as directly owned, which shares are reported as indirectly owned in the reporting person's 401(k) account in this Form 4. In addition, the amount reported on the reporting person's Form 4 filed on February 28, 2023 inadvertently underreported the number of time-based restricted stock units acquired by the reporting person by 112 shares due to administrative error and have been added. Read SEC document |
| February 26, 2024 Filed Feb 27, 2024 21:46 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 169 | $33.80 | $5,712.20 |
DisclosureSEC source: 0000933036-24-000056 · wk-form4_1709070353.xml · nonDerivative · entry 4 Davids Ann L · CIK 0001732404 · EVP, Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,311 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 21:46 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | GrantCOMMON STOCK | 3,295 | $0.00 | $0.00 |
DisclosureSEC source: 0000933036-24-000056 · wk-form4_1709070353.xml · nonDerivative · entry 1 Davids Ann L · CIK 0001732404 · EVP, Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,185 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 21:46 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 324 | $34.16 | $11,067.84 |
DisclosureSEC source: 0000933036-24-000056 · wk-form4_1709070353.xml · nonDerivative · entry 3 Davids Ann L · CIK 0001732404 · EVP, Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,480 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 21:46 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 381 | $34.16 | $13,014.96 |
DisclosureSEC source: 0000933036-24-000056 · wk-form4_1709070353.xml · nonDerivative · entry 2 Davids Ann L · CIK 0001732404 · EVP, Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,804 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 21:57 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 774 | $34.19 | $26,463.06 |
DisclosureSEC source: 0000933036-24-000032 · wk-form4_1708034218.xml · nonDerivative · entry 2 Davids Ann L · CIK 0001732404 · EVP, Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,890 F3 · acquired: 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 21:57 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | GrantCOMMON STOCK | 2,611 | $34.19 | $89,270.09 |
DisclosureSEC source: 0000933036-24-000032 · wk-form4_1708034218.xml · nonDerivative · entry 1 Davids Ann L · CIK 0001732404 · EVP, Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,664 F1 · acquired: 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 |
| November 15, 2023 Filed Nov 16, 2023 21:46 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Exercise / conversionEmployee Stock Option (Right to Purchase) · Derivative | 4,521 | $0.00 Strike: $8.22 | $0.00 |
DisclosureSEC source: 0000933036-23-000178 · wk-form4_1700171158.xml · derivative · entry 2 Davids Ann L · CIK 0001732404 · EVP, Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,616 Underlying: COMMON STOCK · 4,521 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. F1 · kind: Reported transaction reflects an exercise by the Reporting Person of outstanding options and the receipt of underlying shares of Common Stock. The Reporting Person did not sell any of the acquired shares of Common Stock in connection with the exercise of the options. Read SEC document |
| November 15, 2023 Filed Nov 16, 2023 21:46 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Exercise / conversionCOMMON STOCK | 4,521 | $8.22 | $37,162.62 |
DisclosureSEC source: 0000933036-23-000178 · wk-form4_1700171158.xml · nonDerivative · entry 1 Davids Ann L · CIK 0001732404 · EVP, Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,053 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. Read SEC document |
| February 26, 2023 Filed Feb 28, 2023 21:51 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 134 | $26.78 | $3,588.52 |
DisclosureSEC source: 0000933036-23-000061 · wf-form4_167762106505590.xml · nonDerivative · entry 4 Davids Ann L · CIK 0001732404 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,532 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) Plan. Read SEC document |
| February 26, 2023 Filed Feb 28, 2023 21:51 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 568 | $26.78 | $15,211.04 |
DisclosureSEC source: 0000933036-23-000061 · wf-form4_167762106505590.xml · nonDerivative · entry 3 Davids Ann L · CIK 0001732404 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,666 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) Plan. Read SEC document |
| February 25, 2023 Filed Feb 28, 2023 21:51 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 261 | $25.91 | $6,762.51 |
DisclosureSEC source: 0000933036-23-000061 · wf-form4_167762106505590.xml · nonDerivative · entry 2 Davids Ann L · CIK 0001732404 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,234 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) Plan. Read SEC document |
| February 24, 2023 Filed Feb 28, 2023 21:51 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | GrantCOMMON STOCK | 3,741 | $0.00 | $0.00 |
DisclosureSEC source: 0000933036-23-000061 · wf-form4_167762106505590.xml · nonDerivative · entry 1 Davids Ann L · CIK 0001732404 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,495 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) Plan. Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 21:45 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Tax withholdingCOMMON STOCK | 1,364 | $27.11 | $36,978.04 |
DisclosureSEC source: 0000933036-23-000027 · wf-form4_167649750025095.xml · nonDerivative · entry 2 Davids Ann L · CIK 0001732404 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,615 F4 · shares: (4) 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. F3 · balance_after: (3) The reporting person's Form 4 filed on August 24, 2022 inadvertently understated the number of common shares beneficially owned by 7,947. Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 21:45 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | GrantCOMMON STOCK | 4,665 | $27.11 | $126,468.15 |
DisclosureSEC source: 0000933036-23-000027 · wf-form4_167649750025095.xml · nonDerivative · entry 1 Davids Ann L · CIK 0001732404 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,979 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. F3 · balance_after: (3) The reporting person's Form 4 filed on August 24, 2022 inadvertently understated the number of common shares beneficially owned by 7,947. Read SEC document |
| August 22, 2022 Filed Aug 24, 2022 21:07 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Exercise / conversionEmployee Stock Option (Right to Purchase) · Derivative | 10,600 | $0.00 Strike: $8.22 | $0.00 |
DisclosureSEC source: 0000933036-22-000147 · wf-form4_166137523536639.xml · derivative · entry 2 Davids Ann L · CIK 0001732404 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,137 Underlying: COMMON STOCK · 10,600 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. F2 · security: Reported transaction reflects an exercise by the Reporting Person of outstanding options and the receipt of underlying shares of Common Stock. The Reporting Person did not sell any of the acquired shares of Common Stock in connection with the exercise of the options. Read SEC document |
| August 22, 2022 Filed Aug 24, 2022 21:07 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Exercise / conversionCOMMON STOCK | 10,600 | $8.22 | $87,132.00 |
DisclosureSEC source: 0000933036-22-000147 · wf-form4_166137523536639.xml · nonDerivative · entry 1 Davids Ann L · CIK 0001732404 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,367 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 |
| April 01, 2022 Filed Apr 5, 2022 21:24 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Tax withholdingCOMMON STOCK | 674 | $25.19 | $16,978.06 |
DisclosureSEC source: 0000933036-22-000079 · wf-form4_164919387786858.xml · nonDerivative · entry 1 Davids Ann L · CIK 0001732404 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,714 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 22:14 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Tax withholdingCOMMON STOCK | 134 | $29.39 | $3,938.26 |
DisclosureSEC source: 0000933036-22-000055 · wf-form4_164617285925856.xml · nonDerivative · entry 2 Davids Ann L · CIK 0001732404 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,388 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 22:14 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | GrantCOMMON STOCK | 3,260 | $29.05 | $94,703.00 |
DisclosureSEC source: 0000933036-22-000055 · wf-form4_164617285925856.xml · nonDerivative · entry 1 Davids Ann L · CIK 0001732404 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,522 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 | 5,527 | $38.94 | $215,221.38 |
DisclosureSEC source: 0000933036-22-000037 · wf-form4_164504965428029.xml · nonDerivative · entry 2 Davids Ann L · CIK 0001732404 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,302 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 | 22,154 | $38.94 | $862,676.76 |
DisclosureSEC source: 0000933036-22-000037 · wf-form4_164504965428029.xml · nonDerivative · entry 1 Davids Ann L · CIK 0001732404 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,829 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 |
| March 12, 2021 Filed Mar 16, 2021 21:19 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | SaleCOMMON STOCK | 5,000 | $63.00 | $315,000.00 |
DisclosureSEC source: 0000933036-21-000087 · wf-form4_161592955824953.xml · nonDerivative · entry 1 Davids Ann L · CIK 0001732404 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,635 F1 · balance_after: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 23:03 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | SaleCOMMON STOCK | 12,000 | $56.25 | $675,000.00 |
DisclosureSEC source: 0000933036-21-000063 · wf-form4_161472621048860.xml · nonDerivative · entry 2 Davids Ann L · CIK 0001732404 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,635 F2 · balance_after: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 23:03 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | GrantCOMMON STOCK | 1,678 | $0.00 | $0.00 |
DisclosureSEC source: 0000933036-21-000063 · wf-form4_161472621048860.xml · nonDerivative · entry 1 Davids Ann L · CIK 0001732404 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,635 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 23, 2021 Filed Feb 25, 2021 00:01 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Tax withholdingCOMMON STOCK | 2,685 | $54.50 | $146,332.50 |
DisclosureSEC source: 0000933036-21-000041 · wf-form4_161421125028140.xml · nonDerivative · entry 3 Davids Ann L · CIK 0001732404 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,957 F4 · shares: Number of shares withheld to cover taxes with respect to time-based restricted stock units which vested on February 23, 2021 (upon completion of three years of continuous employment from grant date ofFebruary 23, 2018). F2 · balance_after: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 00:01 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Tax withholdingCOMMON STOCK | 18,799 | $54.50 | $1,024,545.50 |
DisclosureSEC source: 0000933036-21-000041 · wf-form4_161421125028140.xml · nonDerivative · entry 2 Davids Ann L · CIK 0001732404 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,642 F3 · shares: Number of shares withheld to cover taxes with respect to performance-based restricted stock units which vested on February 23, 2021. F2 · balance_after: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 00:01 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | GrantCOMMON STOCK | 54,554 | $0.00 | $0.00 |
DisclosureSEC source: 0000933036-21-000041 · wf-form4_161421125028140.xml · nonDerivative · entry 1 Davids Ann L · CIK 0001732404 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,441 F1 · shares: The Company's relative TSR over the three-year measurement period ending December 31, 2020, established in connection with performance-based restricted stock units granted to the reporting person on February 23, 2018, ranked in the 98th 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 |
| February 26, 2020 Filed Feb 28, 2020 22:44 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | GrantEmployee Stock Option (Right to Purchase) · Derivative | 8,423 | $0.00 Strike: $24.77 | $0.00 |
DisclosureSEC source: 0001225208-20-003778 · doc4.xml · derivative · entry 2 Davids Ann L · CIK 0001732404 · EVP - Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,423 Underlying: Common · 8,423 shares Expires 2030-02-26 F2 · derivative.exercise_date: Options vest ratably over 4 years beginning on the first anniversary of the date of grant and becoming fully exercisable on the 4th anniversary of the date of grant (25% of the total number of shares granted vesting on each such anniversary date). Options expire 10 years from the date of grant. Read SEC document |
| February 26, 2020 Filed Feb 28, 2020 22:44 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | GrantCommon | 2,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-003778 · doc4.xml · nonDerivative · entry 1 Davids Ann L · CIK 0001732404 · EVP - Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,887 F1 · shares: Represents restricted stock units which vest upon completion of three years of continuous employment with the issuer from February 26, 2020. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 20:13 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | GrantEmployee Stock Option (Right to Purchase) · Derivative | 6,193 | $0.00 Strike: $20.87 | $0.00 |
DisclosureSEC source: 0001225208-19-006328 · doc4.xml · derivative · entry 2 Davids Ann L · CIK 0001732404 · EVP - Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,193 Underlying: Common · 6,193 shares Expires 2029-04-01 F2 · derivative.exercise_date: Options vest ratably over 4 years beginning on the first anniversary of the date of grant and becoming fully exercisable on the 4th anniversary of the date of grant (25% of the total number of shares granted vesting on each such anniversary date). Options expire 10 years from the date of grant. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 20:13 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | GrantCommon | 2,769 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-006328 · doc4.xml · nonDerivative · entry 1 Davids Ann L · CIK 0001732404 · EVP - Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,554 F1 · shares: Represents restricted stock units which vest upon completion of three years of continuous employment with the issuer from April 1, 2019. Read SEC document |
| February 23, 2018 Filed Feb 27, 2018 22:35 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | GrantEmployee Stock Option (Right to Purchase) · Derivative | 15,121 | $0.00 Strike: $8.22 | $0.00 |
DisclosureSEC source: 0001225208-18-004422 · doc4.xml · derivative · entry 2 Davids Ann L · CIK 0001732404 · EVP - Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,121 Underlying: Common · 15,121 shares Expires 2028-02-23 F2 · derivative.exercise_date: Options vest ratably over 4 years beginning on the first anniversary of the date of grant and becoming fully exercisable on the 4th anniversary of the date of grant (25% of the total number of shares granted vesting on each such anniversary date). Options expire 10 years from the date of grant. Read SEC document |
| February 23, 2018 Filed Feb 27, 2018 22:35 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | GrantCommon | 6,825 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-004422 · doc4.xml · nonDerivative · entry 1 Davids Ann L · CIK 0001732404 · EVP - Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,785 F1 · shares: Represents restricted stock units which vest upon completion of three years of continuous employment with the issuer from February 23, 2018. 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.