Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EZCORP INCEZPW · Entity 4528 | President - US Pawn | October 04, 2016 | October 14, 2016 |
| HELEN OF TROY LTDHELE · Entity 908 | Director | September 01, 2026 | September 02, 2026 |
| UPBOUND GROUP, INC.UPBD · Entity 599 | Director · Chief Executive 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.
EZCORP INC
Report date October 04, 2016 · Filed October 14, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2016-10-04 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F2: Each unit represents a contingent right to receive one share of EZCORP Class A Non-Voting Common Stock at the time of vesting. F1: The shares vest, in whole or in part, on September 30, 2018, subject to the attainment of specified performance goals. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares vest, in whole or in part, on September 30, 2018, subject to the attainment of specified performance goals.
F2: Each unit represents a contingent right to receive one share of EZCORP Class A Non-Voting Common Stock at the time of vesting.
HELEN OF TROY LTD
Report date September 01, 2026 · Filed September 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares, Par value $0.10 per shareSEC Table I · non-derivative | Direct | 860 |
Reported balance
After 2026-09-01 transaction · row 1
1 source rowRow 1 · 2026-09-01 · Grant · Acquired 860 · Balance 860 F1: Grant of restricted stock, which vested immediately and is accompanied by a tax-offset right which entitles the reporting person to receive, upon vesting of the restricted stock, a cash amount to pay certain tax liabilities incurred in connection with the event. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted stock, which vested immediately and is accompanied by a tax-offset right which entitles the reporting person to receive, upon vesting of the restricted stock, a cash amount to pay certain tax liabilities incurred in connection with the event.
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 | 829,689 |
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 59,793 · Balance 848,475 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 6,701 · Balance 841,774 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 6,215 · Balance 835,559 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 5,870 · Balance 829,689 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 | 1,152 |
Reported balance
Holding disclosure · report date 2025-02-24 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 1,152 |
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 |
|---|---|---|---|---|---|---|
| September 01, 2026 Filed Sep 2, 2026 21:42 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Shares, Par value $0.10 per share | 860 | $0.00 | $0.00 |
DisclosureSEC source: 0001201320-26-000008 · wk-form4_1788385322.xml · nonDerivative · entry 1 FADEL MITCHELL E · CIK 0001201320 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 860 F1 · price: Grant of restricted stock, which vested immediately and is accompanied by a tax-offset right which entitles the reporting person to receive, upon vesting of the restricted stock, a cash amount to pay certain tax liabilities incurred in connection with the event. Read SEC document |
| February 26, 2025 Filed Feb 26, 2025 21:37 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 5,870 | $27.33 | $160,427.10 |
DisclosureSEC source: 0000933036-25-000054 · wk-form4_1740605867.xml · nonDerivative · entry 4 FADEL MITCHELL E · CIK 0001201320 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 829,689 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 21:37 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 6,215 | $26.45 | $164,386.75 |
DisclosureSEC source: 0000933036-25-000054 · wk-form4_1740605867.xml · nonDerivative · entry 3 FADEL MITCHELL E · CIK 0001201320 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 835,559 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 21:37 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 6,701 | $26.56 | $177,978.56 |
DisclosureSEC source: 0000933036-25-000054 · wk-form4_1740605867.xml · nonDerivative · entry 2 FADEL MITCHELL E · CIK 0001201320 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 841,774 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 21:37 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | GrantCOMMON STOCK | 59,793 | $26.56 | $1,588,102.08 |
DisclosureSEC source: 0000933036-25-000054 · wk-form4_1740605867.xml · nonDerivative · entry 1 FADEL MITCHELL E · CIK 0001201320 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 848,475 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 21:41 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 43,365 | $29.50 | $1,279,267.50 |
DisclosureSEC source: 0000933036-25-000036 · wk-form4_1739482906.xml · nonDerivative · entry 2 FADEL MITCHELL E · CIK 0001201320 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 788,682 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 21:41 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | GrantCOMMON STOCK | 110,001 | $29.50 | $3,245,029.50 |
DisclosureSEC source: 0000933036-25-000036 · wk-form4_1739482906.xml · nonDerivative · entry 1 FADEL MITCHELL E · CIK 0001201320 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 832,047 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 1,096 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. Read SEC document |
| February 26, 2024 Filed Feb 27, 2024 21:39 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 3,343 | $33.80 | $112,993.40 |
DisclosureSEC source: 0000933036-24-000052 · wk-form4_1709069944.xml · nonDerivative · entry 4 FADEL MITCHELL E · CIK 0001201320 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 723,142 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 21:39 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | GrantCOMMON STOCK | 44,749 | $0.00 | $0.00 |
DisclosureSEC source: 0000933036-24-000052 · wk-form4_1709069944.xml · nonDerivative · entry 1 FADEL MITCHELL E · CIK 0001201320 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 739,393 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 21:39 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 6,215 | $34.16 | $212,304.40 |
DisclosureSEC source: 0000933036-24-000052 · wk-form4_1709069944.xml · nonDerivative · entry 3 FADEL MITCHELL E · CIK 0001201320 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 726,485 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 21:39 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 6,693 | $34.16 | $228,632.88 |
DisclosureSEC source: 0000933036-24-000052 · wk-form4_1709069944.xml · nonDerivative · entry 2 FADEL MITCHELL E · CIK 0001201320 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 732,700 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 21:55 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 14,770 | $34.19 | $504,986.30 |
DisclosureSEC source: 0000933036-24-000030 · wk-form4_1708034135.xml · nonDerivative · entry 2 FADEL MITCHELL E · CIK 0001201320 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 694,644 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 21:55 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | GrantCOMMON STOCK | 38,884 | $34.19 | $1,329,443.96 |
DisclosureSEC source: 0000933036-24-000030 · wk-form4_1708034135.xml · nonDerivative · entry 1 FADEL MITCHELL E · CIK 0001201320 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 709,414 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 |
| February 26, 2023 Filed Feb 28, 2023 21:56 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 3,245 | $26.78 | $86,901.10 |
DisclosureSEC source: 0000933036-23-000065 · wf-form4_167762135853891.xml · nonDerivative · entry 4 FADEL MITCHELL E · CIK 0001201320 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 670,530 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 21:56 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 13,185 | $26.78 | $353,094.30 |
DisclosureSEC source: 0000933036-23-000065 · wf-form4_167762135853891.xml · nonDerivative · entry 3 FADEL MITCHELL E · CIK 0001201320 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 673,775 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 21:56 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 6,121 | $25.91 | $158,595.11 |
DisclosureSEC source: 0000933036-23-000065 · wf-form4_167762135853891.xml · nonDerivative · entry 2 FADEL MITCHELL E · CIK 0001201320 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 686,960 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 21:56 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | GrantCOMMON STOCK | 51,082 | $0.00 | $0.00 |
DisclosureSEC source: 0000933036-23-000065 · wf-form4_167762135853891.xml · nonDerivative · entry 1 FADEL MITCHELL E · CIK 0001201320 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 693,081 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 21:47 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Tax withholdingCOMMON STOCK | 20,884 | $27.11 | $566,165.24 |
DisclosureSEC source: 0000933036-23-000029 · wf-form4_167649763784115.xml · nonDerivative · entry 2 FADEL MITCHELL E · CIK 0001201320 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 640,903 F3 · shares: (3) Number of shares withheld to cover taxes with respect to performance-based restricted stock units which vested on February 13, 2023. F2 · balance_after: (2) Includes shares of common stock and unvested restricted stock units. Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 21:47 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | GrantCOMMON STOCK | 67,007 | $27.11 | $1,816,559.77 |
DisclosureSEC source: 0000933036-23-000029 · wf-form4_167649763784115.xml · nonDerivative · entry 1 FADEL MITCHELL E · CIK 0001201320 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 661,787 F1 · shares: (1) The Company's relative TSR over the three-year measurement period ending December 31, 2022, established in connection with performance-based restricted stock units granted to the reporting person on February 26, 2020, ranked in the 31st percentile, resulting in the vesting of 50% of such performance-based restricted stock units. F2 · balance_after: (2) Includes shares of common stock and unvested restricted stock units. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 21:26 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Tax withholdingCOMMON STOCK | 13,198 | $25.19 | $332,457.62 |
DisclosureSEC source: 0000933036-22-000082 · wf-form4_164919396615465.xml · nonDerivative · entry 1 FADEL MITCHELL E · CIK 0001201320 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 594,780 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 |
| March 01, 2022 Filed Mar 3, 2022 00:06 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | PurchaseCOMMON STOCK | 40,000 | $27.08 | $1,083,200.00 |
DisclosureSEC source: 0000933036-22-000061 · wf-form4_164626598260646.xml · nonDerivative · entry 1 FADEL MITCHELL E · CIK 0001201320 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 607,978 F1 · price: The price reported reflects the weighted average price, rounded to the nearest cent, of shares purchased at prices ranging from $26.87 to $27.27 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. F3 · balance_after: Excludes 1,414 restricted stock units inadvertently included in the reporting person's Form 4 filed on March 1, 2022. Read SEC document |
| February 26, 2022 Filed Mar 1, 2022 22:14 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Tax withholdingCOMMON STOCK | 3,245 | $29.39 | $95,370.55 |
DisclosureSEC source: 0000933036-22-000054 · wf-form4_164617281377816.xml · nonDerivative · entry 2 FADEL MITCHELL E · CIK 0001201320 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 569,392 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 | 48,557 | $29.05 | $1,410,580.85 |
DisclosureSEC source: 0000933036-22-000054 · wf-form4_164617281377816.xml · nonDerivative · entry 1 FADEL MITCHELL E · CIK 0001201320 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 572,637 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 | 101,765 | $38.94 | $3,962,729.10 |
DisclosureSEC source: 0000933036-22-000034 · wf-form4_164504957530364.xml · nonDerivative · entry 2 FADEL MITCHELL E · CIK 0001201320 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 524,080 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 | 268,370 | $38.94 | $10,450,327.80 |
DisclosureSEC source: 0000933036-22-000034 · wf-form4_164504957530364.xml · nonDerivative · entry 1 FADEL MITCHELL E · CIK 0001201320 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 625,845 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 14, 2021 Filed Jun 16, 2021 20:59 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Exercise / conversionEmployee Stock Option (Right to Purchase) · Derivative | 500 | $0.00 Strike: $8.22 | $0.00 |
DisclosureSEC source: 0000933036-21-000157 · wf-form4_162387716901945.xml · derivative · entry 4 FADEL MITCHELL E · CIK 0001201320 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,197 Underlying: COMMON STOCK · 500 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. Read SEC document |
| June 14, 2021 Filed Jun 16, 2021 20:59 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | SaleCOMMON STOCK | 500 | $64.11 | $32,055.00 |
DisclosureSEC source: 0000933036-21-000157 · wf-form4_162387716901945.xml · nonDerivative · entry 2 FADEL MITCHELL E · CIK 0001201320 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 357,475 F2 · price: The price reported reflects the weighted average price, rounded to the nearest cent, of shares sold at prices ranging from $64.055 to $64.16 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 14, 2021 Filed Jun 16, 2021 20:59 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Exercise / conversionCOMMON STOCK | 500 | $8.22 | $4,110.00 |
DisclosureSEC source: 0000933036-21-000157 · wf-form4_162387716901945.xml · nonDerivative · entry 1 FADEL MITCHELL E · CIK 0001201320 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 357,975 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 |
| June 09, 2021 Filed Jun 11, 2021 22:38 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Exercise / conversionEmployee Stock Option (Right to Purchase) · Derivative | 27,120 | $0.00 Strike: $8.22 | $0.00 |
DisclosureSEC source: 0000933036-21-000155 · wf-form4_162345111271452.xml · derivative · entry 4 FADEL MITCHELL E · CIK 0001201320 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,697 Underlying: COMMON STOCK · 27,120 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. Read SEC document |
| June 09, 2021 Filed Jun 11, 2021 22:38 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | SaleCOMMON STOCK | 27,120 | $64.37 | $1,745,714.40 |
DisclosureSEC source: 0000933036-21-000155 · wf-form4_162345111271452.xml · nonDerivative · entry 2 FADEL MITCHELL E · CIK 0001201320 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 357,475 F2 · price: The price reported reflects the weighted average price, rounded to the nearest cent, of shares sold at prices ranging from $64.00 to $65.08 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 | 27,120 | $8.22 | $222,926.40 |
DisclosureSEC source: 0000933036-21-000155 · wf-form4_162345111271452.xml · nonDerivative · entry 1 FADEL MITCHELL E · CIK 0001201320 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 384,595 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 23:01 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | GrantCOMMON STOCK | 24,995 | $0.00 | $0.00 |
DisclosureSEC source: 0000933036-21-000059 · wf-form4_161472608468147.xml · nonDerivative · entry 1 FADEL MITCHELL E · CIK 0001201320 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 357,475 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 00:03 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Tax withholdingCOMMON STOCK | 19,148 | $54.50 | $1,043,566.00 |
DisclosureSEC source: 0000933036-21-000044 · wf-form4_161421136951472.xml · nonDerivative · entry 3 FADEL MITCHELL E · CIK 0001201320 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 332,480 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 00:03 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | Tax withholdingCOMMON STOCK | 153,061 | $54.50 | $8,341,824.50 |
DisclosureSEC source: 0000933036-21-000044 · wf-form4_161421136951472.xml · nonDerivative · entry 2 FADEL MITCHELL E · CIK 0001201320 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 351,628 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 00:03 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | GrantCOMMON STOCK | 388,978 | $0.00 | $0.00 |
DisclosureSEC source: 0000933036-21-000044 · wf-form4_161421136951472.xml · nonDerivative · entry 1 FADEL MITCHELL E · CIK 0001201320 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 504,689 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 | 120,991 | $0.00 Strike: $24.77 | $0.00 |
DisclosureSEC source: 0001225208-20-003779 · doc4.xml · derivative · entry 2 FADEL MITCHELL E · CIK 0001201320 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,991 Underlying: Common · 120,991 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 | 33,508 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-003779 · doc4.xml · nonDerivative · entry 1 FADEL MITCHELL E · CIK 0001201320 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,711 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 03, 2019 Filed Apr 3, 2019 20:13 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | GrantCommon | 33,541 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-006329 · doc4.xml · nonDerivative · entry 1 FADEL MITCHELL E · CIK 0001201320 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,203 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 |
| April 01, 2019 Filed Apr 3, 2019 20:13 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | GrantEmployee Stock Option (Right to Purchase) · Derivative | 75,027 | $0.00 Strike: $20.87 | $0.00 |
DisclosureSEC source: 0001225208-19-006329 · doc4.xml · derivative · entry 2 FADEL MITCHELL E · CIK 0001201320 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,027 Underlying: Common · 75,027 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 |
| February 23, 2018 Filed Feb 27, 2018 22:35 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | GrantEmployee Stock Option (Right to Purchase) · Derivative | 107,817 | $0.00 Strike: $8.22 | $0.00 |
DisclosureSEC source: 0001225208-18-004416 · doc4.xml · derivative · entry 2 FADEL MITCHELL E · CIK 0001201320 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,817 Underlying: Common · 107,817 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 | 48,662 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-004416 · doc4.xml · nonDerivative · entry 1 FADEL MITCHELL E · CIK 0001201320 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,662 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 |
| January 02, 2018 Filed Jan 4, 2018 20:00 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | GrantDirector Deferred Stock Unit · Derivative | 5,256 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-18-000604 · doc4.xml · derivative · entry 1 FADEL MITCHELL E · CIK 0001201320 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,256 Underlying: Common · 5,256 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.