Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UPBOUND GROUP, INC.UPBD · Entity 599 | EVP, Chief Tech & Digital Off | February 24, 2024 | February 27, 2024 |
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, 2024 · Filed February 27, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 8,303 |
Reported balance
After 2024-02-26 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-02-26 · Grant · Acquired 3,771 · Balance 8,303 F1: 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: Includes shares of common stock and unvested restricted stock units. |
| COMMON STOCKSEC Table I · non-derivative | Direct | 7,941 |
Reported balance
After 2024-02-24 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2024-02-24 · Tax withholding · Disposed 362 · Balance 7,941 F3: 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: Includes shares of common stock and unvested restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: 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: 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, 2024 (upon completion of one year of continuous employment from grant date of February 24, 2023).
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, 2024 Filed Feb 27, 2024 21:56 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | GrantCOMMON STOCK | 3,771 | $0.00 | $0.00 |
DisclosureSEC source: 0000933036-24-000064 · wk-form4_1709070982.xml · nonDerivative · entry 1 Gautam Sudeep · CIK 0001961681 · EVP, Chief Tech & Digital Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,303 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 24, 2024 Filed Feb 27, 2024 21:56 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | Tax withholdingCOMMON STOCK | 362 | $34.16 | $12,365.92 |
DisclosureSEC source: 0000933036-24-000064 · wk-form4_1709070982.xml · nonDerivative · entry 2 Gautam Sudeep · CIK 0001961681 · EVP, Chief Tech & Digital Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,941 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 24, 2023 Filed Feb 28, 2023 21:53 UTC | UPBOUND GROUP, INC. UPBD · Entity 599 | GrantCOMMON STOCK | 4,532 | $0.00 | $0.00 |
DisclosureSEC source: 0000933036-23-000063 · wf-form4_167762119727108.xml · nonDerivative · entry 1 Gautam Sudeep · CIK 0001961681 · EVP, Chief Tech & Digital Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,532 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 unvested restricted stock units. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.