Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BIG LOTS INCBIG · Entity 75883 | Director | May 30, 2024 | May 31, 2024 |
| UPBOUND GROUP, INC.RCII · Entity 599 | CFO | April 01, 2022 | April 05, 2022 |
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.
BIG LOTS INC
Report date May 30, 2024 · Filed May 31, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 32,222 |
Reported balance
After 2024-05-30 transaction · row 1
1 source rowRow 1 · 2024-05-30 · Grant · Acquired 32,222 · Balance 32,222 |
UPBOUND GROUP, INC.
Report date April 01, 2022 · Filed April 05, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 109,460 |
Reported balance
After 2022-04-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-04-01 · Tax withholding · Disposed 2,040 · Balance 109,460 F1: 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: Includes shares of common stock and unvested restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: 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: Includes shares of common stock and unvested restricted stock units.
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 |
|---|---|---|---|---|---|---|
| May 30, 2024 Filed May 31, 2024 16:19 UTC | BIG LOTS INC BIG · Entity 75883 | GrantCommon Stock | 32,222 | $0.00 | $0.00 |
DisclosureSEC source: 0000768835-24-000041 · wk-form4_1717186780.xml · nonDerivative · entry 1 Short Maureen B · CIK 0001762929 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,222 Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 21:28 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Tax withholdingCOMMON STOCK | 2,040 | $25.19 | $51,387.60 |
DisclosureSEC source: 0000933036-22-000086 · wf-form4_164919411241664.xml · nonDerivative · entry 1 Short Maureen B · CIK 0001762929 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,460 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 22:15 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Tax withholdingCOMMON STOCK | 461 | $29.39 | $13,548.79 |
DisclosureSEC source: 0000933036-22-000058 · wf-form4_164617293426446.xml · nonDerivative · entry 2 Short Maureen B · CIK 0001762929 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,500 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 22:15 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | GrantCOMMON STOCK | 6,914 | $29.05 | $200,851.70 |
DisclosureSEC source: 0000933036-22-000058 · wf-form4_164617293426446.xml · nonDerivative · entry 1 Short Maureen B · CIK 0001762929 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,961 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 22:13 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Tax withholdingCOMMON STOCK | 16,438 | $38.94 | $640,095.72 |
DisclosureSEC source: 0000933036-22-000035 · wf-form4_164504961120300.xml · nonDerivative · entry 2 Short Maureen B · CIK 0001762929 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,047 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 22:13 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | GrantCOMMON STOCK | 41,496 | $38.94 | $1,615,854.24 |
DisclosureSEC source: 0000933036-22-000035 · wf-form4_164504961120300.xml · nonDerivative · entry 1 Short Maureen B · CIK 0001762929 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,485 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 |
| June 09, 2021 Filed Jun 11, 2021 22:38 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Exercise / conversionEmployee Stock Option (Right to Purchase) · Derivative | 7,269 | $0.00 Strike: $8.32 | $0.00 |
DisclosureSEC source: 0000933036-21-000154 · wf-form4_162345109661128.xml · derivative · entry 3 Short Maureen B · CIK 0001762929 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,538 Underlying: COMMON STOCK · 7,269 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. Read SEC document |
| June 09, 2021 Filed Jun 11, 2021 22:38 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | SaleCOMMON STOCK | 22,725 | $65.01 | $1,477,352.25 |
DisclosureSEC source: 0000933036-21-000154 · wf-form4_162345109661128.xml · nonDerivative · entry 2 Short Maureen B · CIK 0001762929 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,989 F2 · price: The price reported reflects the weighted average price, rounded to the nearest cent, of shares sold at prices ranging from $65.00 to $65.10 per share. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. F1 · balance_after: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| June 09, 2021 Filed Jun 11, 2021 22:38 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Exercise / conversionCOMMON STOCK | 7,269 | $8.32 | $60,478.08 |
DisclosureSEC source: 0000933036-21-000154 · wf-form4_162345109661128.xml · nonDerivative · entry 1 Short Maureen B · CIK 0001762929 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,714 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 09, 2021 Filed Mar 11, 2021 23:32 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Exercise / conversionEmployee Stock Option (Right to Purchase) · Derivative | 1,642 | $0.00 Strike: $37.19 | $0.00 |
DisclosureSEC source: 0000933036-21-000085 · wf-form4_161550550617245.xml · derivative · entry 9 Short Maureen B · CIK 0001762929 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: COMMON STOCK · 1,642 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. Read SEC document |
| March 09, 2021 Filed Mar 11, 2021 23:32 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Exercise / conversionEmployee Stock Option (Right to Purchase) · Derivative | 2,126 | $0.00 Strike: $34.77 | $0.00 |
DisclosureSEC source: 0000933036-21-000085 · wf-form4_161550550617245.xml · derivative · entry 8 Short Maureen B · CIK 0001762929 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: COMMON STOCK · 2,126 shares Expires 2023-01-31 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. Read SEC document |
| March 09, 2021 Filed Mar 11, 2021 23:32 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Exercise / conversionEmployee Stock Option (Right to Purchase) · Derivative | 5,066 | $0.00 Strike: $25.03 | $0.00 |
DisclosureSEC source: 0000933036-21-000085 · wf-form4_161550550617245.xml · derivative · entry 7 Short Maureen B · CIK 0001762929 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: COMMON STOCK · 5,066 shares Expires 2024-01-31 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. Read SEC document |
| March 09, 2021 Filed Mar 11, 2021 23:32 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Exercise / conversionEmployee Stock Option (Right to Purchase) · Derivative | 6,088 | $0.00 Strike: $29.31 | $0.00 |
DisclosureSEC source: 0000933036-21-000085 · wf-form4_161550550617245.xml · derivative · entry 6 Short Maureen B · CIK 0001762929 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: COMMON STOCK · 6,088 shares Expires 2025-02-06 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 |
| March 09, 2021 Filed Mar 11, 2021 23:32 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | SaleCOMMON STOCK | 14,922 | $59.75 | $891,589.50 |
DisclosureSEC source: 0000933036-21-000085 · wf-form4_161550550617245.xml · nonDerivative · entry 5 Short Maureen B · CIK 0001762929 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,445 F1 · balance_after: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| March 09, 2021 Filed Mar 11, 2021 23:32 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Exercise / conversionCOMMON STOCK | 1,642 | $37.19 | $61,065.98 |
DisclosureSEC source: 0000933036-21-000085 · wf-form4_161550550617245.xml · nonDerivative · entry 4 Short Maureen B · CIK 0001762929 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,367 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 |
| March 09, 2021 Filed Mar 11, 2021 23:32 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Exercise / conversionCOMMON STOCK | 2,126 | $34.77 | $73,921.02 |
DisclosureSEC source: 0000933036-21-000085 · wf-form4_161550550617245.xml · nonDerivative · entry 3 Short Maureen B · CIK 0001762929 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,725 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 09, 2021 Filed Mar 11, 2021 23:32 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Exercise / conversionCOMMON STOCK | 5,066 | $25.03 | $126,801.98 |
DisclosureSEC source: 0000933036-21-000085 · wf-form4_161550550617245.xml · nonDerivative · entry 2 Short Maureen B · CIK 0001762929 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,599 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 09, 2021 Filed Mar 11, 2021 23:32 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Exercise / conversionCOMMON STOCK | 6,088 | $29.31 | $178,439.28 |
DisclosureSEC source: 0000933036-21-000085 · wf-form4_161550550617245.xml · nonDerivative · entry 1 Short Maureen B · CIK 0001762929 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,533 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, 2021 Filed Mar 2, 2021 23:04 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Exercise / conversionEmployee Stock Option (Right to Purchase) · Derivative | 4,450 | $0.00 Strike: $10.34 | $0.00 |
DisclosureSEC source: 0000933036-21-000065 · wf-form4_161472626692434.xml · derivative · entry 4 Short Maureen B · CIK 0001762929 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,077 Underlying: COMMON STOCK · 4,450 shares Expires 2026-02-05 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 · kind: Reported transactions were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 24, 2020. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 23:04 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | SaleCOMMON STOCK | 4,450 | $56.83 | $252,893.50 |
DisclosureSEC source: 0000933036-21-000065 · wf-form4_161472626692434.xml · nonDerivative · entry 3 Short Maureen B · CIK 0001762929 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,445 F3 · shares: Reported transactions were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 24, 2020. F4 · price: The price reported reflects the weighted average price, rounded to the nearest cent, of shares purchased at prices ranging from $52.75 to $58.02 per share. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. F2 · balance_after: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 23:04 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Exercise / conversionCOMMON STOCK | 4,450 | $10.34 | $46,013.00 |
DisclosureSEC source: 0000933036-21-000065 · wf-form4_161472626692434.xml · nonDerivative · entry 2 Short Maureen B · CIK 0001762929 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,895 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 · shares: Reported transactions were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 24, 2020. F2 · balance_after: Includes shares of common stock and unvested restricted stock units. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 23:04 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | GrantCOMMON STOCK | 3,559 | $0.00 | $0.00 |
DisclosureSEC source: 0000933036-21-000065 · wf-form4_161472626692434.xml · nonDerivative · entry 1 Short Maureen B · CIK 0001762929 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,445 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 00:02 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Tax withholdingCOMMON STOCK | 2,599 | $54.50 | $141,645.50 |
DisclosureSEC source: 0000933036-21-000043 · wf-form4_161421133737730.xml · nonDerivative · entry 3 Short Maureen B · CIK 0001762929 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,886 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 00:02 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Tax withholdingCOMMON STOCK | 20,850 | $54.50 | $1,136,325.00 |
DisclosureSEC source: 0000933036-21-000043 · wf-form4_161421133737730.xml · nonDerivative · entry 2 Short Maureen B · CIK 0001762929 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,485 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 00:02 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | GrantCOMMON STOCK | 52,804 | $0.00 | $0.00 |
DisclosureSEC source: 0000933036-21-000043 · wf-form4_161421133737730.xml · nonDerivative · entry 1 Short Maureen B · CIK 0001762929 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,335 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 |
| November 13, 2020 Filed Nov 16, 2020 23:58 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Exercise / conversionEmployee Stock Option (Right to Purchase) · Derivative | 4,056 | $0.00 Strike: $10.34 | $0.00 |
DisclosureSEC source: 0000933036-20-000102 · wf-form4_160557107324031.xml · derivative · entry 3 Short Maureen B · CIK 0001762929 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,527 Underlying: COMMON STOCK · 4,056 shares Expires 2026-02-05 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 transactions were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 24, 2020. Read SEC document |
| November 13, 2020 Filed Nov 16, 2020 23:58 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | SaleCOMMON STOCK | 4,056 | $33.00 | $133,848.00 |
DisclosureSEC source: 0000933036-20-000102 · wf-form4_160557107324031.xml · nonDerivative · entry 2 Short Maureen B · CIK 0001762929 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,531 F1 · kind: Reported transactions were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 24, 2020. F2 · balance_after: Includes common stock and unvested restricted stock units. Read SEC document |
| November 13, 2020 Filed Nov 16, 2020 23:58 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Exercise / conversionCOMMON STOCK | 4,056 | $10.34 | $41,939.04 |
DisclosureSEC source: 0000933036-20-000102 · wf-form4_160557107324031.xml · nonDerivative · entry 1 Short Maureen B · CIK 0001762929 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,587 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 transactions were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 24, 2020. F2 · balance_after: Includes common stock and unvested restricted stock units. Read SEC document |
| August 07, 2020 Filed Aug 11, 2020 20:16 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Exercise / conversionEmployee Stock Option (Right to Purchase) · Derivative | 594 | $0.00 Strike: $29.91 | $0.00 |
DisclosureSEC source: 0000933036-20-000070 · wf-form4_159717698984856.xml · derivative · entry 5 Short Maureen B · CIK 0001762929 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: COMMON STOCK · 594 shares Expires 2021-01-31 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. Read SEC document |
| August 07, 2020 Filed Aug 11, 2020 20:16 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Exercise / conversionEmployee Stock Option (Right to Purchase) · Derivative | 1,875 | $0.00 Strike: $22.38 | $0.00 |
DisclosureSEC source: 0000933036-20-000070 · wf-form4_159717698984856.xml · derivative · entry 4 Short Maureen B · CIK 0001762929 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: COMMON STOCK · 1,875 shares Expires 2020-10-01 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. Read SEC document |
| August 07, 2020 Filed Aug 11, 2020 20:16 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | SaleCOMMON STOCK | 7,969 | $31.73 | $252,856.37 |
DisclosureSEC source: 0000933036-20-000070 · wf-form4_159717698984856.xml · nonDerivative · entry 3 Short Maureen B · CIK 0001762929 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,531 F2 · price: The price reported reflects the weighted average price, rounded to the nearest cent, of shares sold at prices ranging from $31.714 to $31.763 per share. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. F1 · balance_after: Includes common stock and unvested restricted stock units. F3 · balance_after: Reflects sales of RCII common stock and the exercise of certain RCII options and sales of underlying RCII common stock. Proceeds are intended primarily to satisfy tax withholding liabilities from previously vested RCII awards to the Reporting Person. Read SEC document |
| August 07, 2020 Filed Aug 11, 2020 20:16 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Exercise / conversionCOMMON STOCK | 594 | $29.91 | $17,766.54 |
DisclosureSEC source: 0000933036-20-000070 · wf-form4_159717698984856.xml · nonDerivative · entry 2 Short Maureen B · CIK 0001762929 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,500 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 common stock and unvested restricted stock units. Read SEC document |
| August 07, 2020 Filed Aug 11, 2020 20:16 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Exercise / conversionCOMMON STOCK | 1,875 | $22.38 | $41,962.50 |
DisclosureSEC source: 0000933036-20-000070 · wf-form4_159717698984856.xml · nonDerivative · entry 1 Short Maureen B · CIK 0001762929 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,906 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 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 | 15,778 | $0.00 Strike: $24.77 | $0.00 |
DisclosureSEC source: 0001225208-20-003780 · doc4.xml · derivative · entry 2 Short Maureen B · CIK 0001762929 · EVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,778 Underlying: Common · 15,778 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 | 4,370 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-003780 · doc4.xml · nonDerivative · entry 1 Short Maureen B · CIK 0001762929 · EVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,031 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 |
| February 16, 2020 Filed Feb 18, 2020 21:04 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Tax withholdingCommon | 17,635 | $27.97 | $493,250.95 |
DisclosureSEC source: 0001225208-20-002597 · doc4.xml · nonDerivative · entry 3 Short Maureen B · CIK 0001762929 · EVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,661 F3 · shares: Number of shares withheld to cover taxes with respect to performance-based restricted stock units which vested on February 16, 2020. Read SEC document |
| February 16, 2020 Filed Feb 18, 2020 21:04 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Tax withholdingCommon | 1,897 | $27.97 | $53,059.09 |
DisclosureSEC source: 0001225208-20-002597 · doc4.xml · nonDerivative · entry 2 Short Maureen B · CIK 0001762929 · EVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,296 F2 · shares: Number of shares withheld to cover taxes with respect to time-based restricted stock units which vested on February 16, 2020 (upon completion of three years of continuous employment from grant date of February 16, 2017). Read SEC document |
| February 16, 2020 Filed Feb 18, 2020 21:04 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | GrantCommon | 52,212 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-002597 · doc4.xml · nonDerivative · entry 1 Short Maureen B · CIK 0001762929 · EVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,193 F1 · shares: The Company's relative TSR over the three-year measurement period ending December 31, 2019, established in connection with performance-based restricted stock units granted to the reporting person on February 16, 2017, ranked in the 98th percentile, resulting in the vesting of 200% of such performance-based restricted stock units. 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 | 10,000 | $0.00 Strike: $20.87 | $0.00 |
DisclosureSEC source: 0001225208-19-006327 · doc4.xml · derivative · entry 3 Short Maureen B · CIK 0001762929 · EVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,601 Underlying: Common · 10,000 shares Expires 2029-04-01 F3 · shares: Option to purchase 10,000 shares of common stock granted upon the reporting person's promotion in accordance with the issuer's policy. 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 | GrantEmployee Stock Option (Right to Purchase) · Derivative | 11,601 | $0.00 Strike: $20.87 | $0.00 |
DisclosureSEC source: 0001225208-19-006327 · doc4.xml · derivative · entry 2 Short Maureen B · CIK 0001762929 · EVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,601 Underlying: Common · 11,601 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 | 5,186 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-006327 · doc4.xml · nonDerivative · entry 1 Short Maureen B · CIK 0001762929 · EVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,981 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 05, 2019 Filed Feb 7, 2019 21:51 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Tax withholdingCommon | 3,039 | $17.89 | $54,367.71 |
DisclosureSEC source: 0001225208-19-001994 · doc4.xml · nonDerivative · entry 3 Short Maureen B · CIK 0001762929 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,795 F3 · shares: Number of shares withheld to cover taxes with respect to performance-based restricted stock units which vested on February 5, 2019. Read SEC document |
| February 05, 2019 Filed Feb 7, 2019 21:51 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Tax withholdingCommon | 1,229 | $17.89 | $21,986.81 |
DisclosureSEC source: 0001225208-19-001994 · doc4.xml · nonDerivative · entry 2 Short Maureen B · CIK 0001762929 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,834 F2 · shares: Number of shares withheld to cover taxes with respect to time-based restricted stock units which vested on February 5, 2019 (upon completion of three years of continuous employment from grant date of February 5, 2016). Read SEC document |
| February 05, 2019 Filed Feb 7, 2019 21:51 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | GrantCommon | 10,978 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-001994 · doc4.xml · nonDerivative · entry 1 Short Maureen B · CIK 0001762929 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,063 F1 · shares: The Company's relative TSR over the three-year measurement period ending December 31, 2018 established in connection with performance-based restricted stock units granted to the reporting person on February 5, 2016, ranked in the 44th percentile, resulting in the vesting of 75% of such performance-based 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.