Ann L. Davids - 24 Feb 2025 Form 4 Insider Report for UPBOUND GROUP, INC. (UPBD)

Source evidence Original filing metadata and source links for verification. 4 source fields
SEC form
4
Accepted by SEC
26 Feb 2025, 16:32:26 UTC
Prior SEC filing
13 Feb 2025
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ Bryan Pechersky, attorney-in-fact

Key filing fact

Ann L. Davids filed Form 4 for UPBOUND GROUP, INC. (UPBD) on 26 Feb 2025.

Key facts

  • This page summarizes Ann L. Davids's Form 4 filing for UPBOUND GROUP, INC. (UPBD).
  • 4 reported transactions and 0 derivative rows are listed below.
  • Accepted by SEC: 26 Feb 2025, 16:32.

Change

  • Previous filing in this sequence was filed on 13 Feb 2025.
  • Current net transaction value: +$90,871.

Research use

  • This tells you what this filing adds before you inspect full transaction and derivative tables.
  • You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

UPBD transaction

COMMON STOCK

Award

Transaction value
$113,571
Shares
+4,276
Change %
+5.3%
Price
$26.56
Shares after
85,087
Date
24 Feb 2025
Ownership
Direct
Footnotes
F1, F2
UPBD transaction

COMMON STOCK

Tax liability

Transaction value
$8,313
Shares
-313
Change %
-0.37%
Price
$26.56
Shares after
84,774
Date
24 Feb 2025
Ownership
Direct
Footnotes
F2, F3
UPBD transaction

COMMON STOCK

Tax liability

Transaction value
$7,062
Shares
-267
Change %
-0.31%
Price
$26.45
Shares after
84,507
Date
25 Feb 2025
Ownership
Direct
Footnotes
F2, F4
UPBD transaction

COMMON STOCK

Tax liability

Transaction value
$7,324
Shares
-268
Change %
-0.32%
Price
$27.33
Shares after
84,239
Date
26 Feb 2025
Ownership
Direct
Footnotes
F2, F5
UPBD holding

COMMON STOCK

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
148
Date
24 Feb 2025
Ownership
Company 401(k) Plan
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 5 footnotes

Footnote 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.

Footnote F2

Includes shares of common stock and unvested restricted stock units.

Footnote 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).

Footnote 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).

Footnote 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).

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