Quick Takeaways
- UPBD - UPBOUND GROUP, INC. has 24 insiders with reported activity on this page.
- Net insider value flow over the last year: -$58,382.
- Recent transaction rows are available for direct filing-level review.
Issuer insider activity is sourced from SEC Forms 3, 4, and 5.
Net insider flow leans to selling over the last 12 months. Net value: -$58,382.
$175,703
Shares: 8,435
Insiders: 1
$234,085
Shares: 9,500
Insiders: 2
-$58,382
Shares: -1,065
Insiders: -1
| Window (months) | Buy shares | Sell shares | Buy $ | Sell $ | Net $ |
|---|---|---|---|---|---|
| 0-3 | 2,329 | 0 | $45,206 | $0 | +$45,206 |
| 3-6 | 2,502 | 0 | $44,235 | $0 | +$44,235 |
| 6-9 | 1,951 | 9,500 | $43,449 | $234,085 | -$190,636 |
| 9-12 | 1,653 | 0 | $42,813 | $0 | +$42,813 |
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Allred Aaron R. | EVP, Acima | $170,167,150 | Mixed | 28 Mar 2022 | ||
| Mitchell E. Fadel | Chief Executive Officer, Director | $22,706,884 | Mixed | 24 Feb 2025 | ||
| Fahmi Karam | Chief Executive Officer, Director | $5,482,037 | Mixed | 26 Feb 2026 | ||
| Jeffrey J. Brown | Director | $5,073,512 | +$175,703 | +3.6% | Mixed | 28 Apr 2026 |
| Maureen B. Short | Cfo | $3,605,612 | Mixed | 01 Apr 2022 | ||
| Jason Jude Hogg | EVP-Acima | $3,527,380 | Mixed | 25 Feb 2022 | ||
| Catherine M. Skula | EVP, Chief Development Officer | $2,520,701 | Mixed | 26 May 2021 | ||
| Halim Khouri | EVP, Chief Financial Officer | $2,365,794 | Mixed | 23 Feb 2026 | ||
| Ann L. Davids | EVP, Chief Marketing Officer | $2,306,297 | Mixed | 24 Feb 2025 | ||
| Christopher B. Hetrick | Director | $2,005,938 | Mixed | 09 Jan 2024 | ||
| Montrone Ralph T. | EVP, Acima | $1,442,081 | -$151,380 | -9.5% | Mixed | 26 Feb 2026 |
| Anthony J. Blasquez | Evp Rac | $1,157,064 | -$82,705 | -6.7% | Mixed | 26 Feb 2026 |
| Glenn P. Marino | Director | $1,078,209 | Mixed | 28 Apr 2026 | ||
| Transient C. Taylor | Evp, Chro | $947,372 | Mixed | 26 Feb 2026 | ||
| Bryan J. Pechersky | EVP, GC and Corp Secretary | $946,122 | Mixed | 26 Feb 2026 | ||
| Carol A. McFate | Director | $842,468 | Mixed | 28 Apr 2026 | ||
| Harold G. Lewis | Director | $628,964 | Mixed | 02 Jan 2026 | ||
| Jen You | Director | $618,172 | Mixed | 22 Apr 2024 | ||
| Molly Langenstein | Director | $513,906 | Mixed | 28 Apr 2026 | ||
| Rebecca Wooters | EVP, Chief Growth Officer | $407,989 | Mixed | 23 Feb 2026 | ||
| Charu Jain | Director | $402,685 | Mixed | 28 Apr 2026 | ||
| Brinson Caleb Silver | Director | $376,596 | Mixed | 03 Jan 2023 | ||
| Sudeep Gautam | EVP, Chief Tech & Digital Off | $271,265 | Mixed | 24 Feb 2024 | ||
| Balaji Kumar | EVP, Chief Technology Officer | $258,992 | Mixed | 01 Apr 2026 |
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Allred Aaron R. |
3/4/5
13D/G
|
EVP, Acima |
7.1%
from 13D/G
|
5,165,973
|
$170,167,150 | — | 28 Mar 2022 | |
| BlackRock, Inc. |
13D/G
13F
|
Company |
14%
|
7,860,363
|
$161,530,460 | $0 | 31 Mar 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
12%
|
7,132,443
|
$125,245,699 | — | 31 Dec 2025 | |
| IEQ CAPITAL, LLC |
13D/G
13F
|
Company |
7.9%
|
4,540,625
|
$119,645,469 | $0 | 30 Jun 2025 | |
| FMR LLC |
13D/G
13F
|
Company |
9%
|
5,197,356
|
$91,265,567 | $0 | 31 Dec 2025 | |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
13D/G
|
Vanguard Portfolio Management |
7%
|
4,057,098
|
$73,230,619 | $0 | 31 Mar 2026 | |
| LSV ASSET MANAGEMENT |
13F
|
Company |
4.3%
|
2,515,279
|
$44,168,000 | — | 31 Dec 2025 | |
| STATE STREET CORP |
13F
|
Company |
4.1%
|
2,410,524
|
$43,219,687 | — | 31 Dec 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
3.6%
|
2,067,567
|
$36,306,241 | — | 31 Dec 2025 | |
| Huber Capital Management LLC |
13F
|
Company |
3%
|
1,739,045
|
$30,537,630 | — | 31 Dec 2025 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
2.3%
|
1,315,672
|
$23,103,200 | — | 31 Dec 2025 | |
| Mitchell E. Fadel |
3/4/5
|
Chief Executive Officer, Director |
—
class O/S missing
|
830,841
|
$22,706,884 | — | 24 Feb 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.2%
|
1,279,100
|
$22,464,942 | — | 31 Dec 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
2.1%
|
1,235,539
|
$21,696,065 | — | 31 Dec 2025 | |
| Bragg Financial Advisors, Inc |
13F
|
Company |
1.9%
|
1,105,047
|
$19,404,626 | — | 31 Dec 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
1.5%
|
869,798
|
$15,273,646 | — | 31 Dec 2025 | |
| MORGAN STANLEY |
13F
|
Company |
1.4%
|
808,377
|
$14,195,140 | — | 31 Dec 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
1.3%
|
726,944
|
$12,765,130 | — | 31 Dec 2025 | |
| KENNEDY CAPITAL MANAGEMENT LLC |
13F
|
Company |
1.2%
|
672,289
|
$11,805,395 | — | 31 Dec 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1%
|
595,041
|
$10,448,920 | — | 31 Dec 2025 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
0.95%
|
550,651
|
$9,669,432 | — | 31 Dec 2025 | |
| Invesco Ltd. |
13F
|
Company |
0.94%
|
548,630
|
$9,633,944 | — | 31 Dec 2025 | |
| Nuveen, LLC |
13F
|
Company |
0.89%
|
514,649
|
$9,037,236 | — | 31 Dec 2025 | |
| BALYASNY ASSET MANAGEMENT L.P. |
13F
|
Company |
0.76%
|
441,351
|
$7,750,124 | — | 31 Dec 2025 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
0.76%
|
440,371
|
$7,732,915 | — | 31 Dec 2025 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.67%
|
391,580
|
$6,876,145 | — | 31 Dec 2025 | |
| Lido Advisors, LLC |
13F
|
Company |
0.53%
|
306,786
|
$6,564,243 | — | 31 Dec 2025 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
0.62%
|
362,607
|
$6,367,379 | — | 31 Dec 2025 | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.6%
|
347,851
|
$6,108,264 | — | 31 Dec 2025 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.57%
|
333,415
|
$5,854,760 | — | 31 Dec 2025 | |
| PANAGORA ASSET MANAGEMENT INC |
13F
|
Company |
0.57%
|
328,753
|
$5,772,903 | — | 31 Dec 2025 | |
| Fahmi Karam |
3/4/5
|
Chief Executive Officer, Director |
0.44%
|
254,505
|
$5,482,037 | — | 26 Feb 2026 | |
| Connor, Clark & Lunn Investment Management Ltd. |
13F
|
Company |
0.52%
|
301,906
|
$5,301,469 | — | 31 Dec 2025 | |
| BNP PARIBAS FINANCIAL MARKETS |
13F
|
Company |
0.51%
|
296,712
|
$5,210,263 | — | 31 Dec 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.51%
|
295,085
|
$5,181,692 | — | 31 Dec 2025 | |
| Jeffrey J. Brown |
3/4/5
|
Director |
—
mixed-class rows
|
283,796
mixed-class rows
|
$5,073,512 | +$175,703 | 28 Apr 2026 | |
| Universal- Beteiligungs- und Servicegesellschaft mbH |
13F
|
Individual |
0.49%
|
282,320
|
$4,957,539 | — | 31 Dec 2025 | |
| ALGERT GLOBAL LLC |
13F
|
Company |
0.47%
|
274,950
|
$4,828,000 | — | 31 Dec 2025 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
0.46%
|
268,405
|
$4,713,192 | — | 31 Dec 2025 | |
| CSM Advisors, LLC |
13F
|
Company |
0.43%
|
251,985
|
$4,425,000 | — | 31 Dec 2025 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.43%
|
248,719
|
$4,367,505 | — | 31 Dec 2025 | |
| Empowered Funds, LLC |
13F
|
Company |
0.37%
|
214,851
|
$3,772,784 | — | 31 Dec 2025 | |
| Maureen B. Short |
3/4/5
|
CFO |
—
class O/S missing
|
109,460
|
$3,605,612 | — | 01 Apr 2022 | |
| Jason Jude Hogg |
3/4/5
|
EVP-Acima |
—
class O/S missing
|
107,085
|
$3,527,380 | — | 25 Feb 2022 | |
| PUBLIC SECTOR PENSION INVESTMENT BOARD |
13F
|
Company |
0.31%
|
180,595
|
$3,171,248 | — | 31 Dec 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.3%
|
176,061
|
$3,091,638 | — | 31 Dec 2025 | |
| INTECH INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.29%
|
169,921
|
$2,983,812 | — | 31 Dec 2025 | |
| Advisors Asset Management, Inc. |
13F
|
Company |
0.28%
|
162,218
|
$2,848,548 | — | 31 Dec 2025 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
0.28%
|
161,749
|
$2,840,335 | — | 31 Dec 2025 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.26%
|
150,118
|
$2,636,072 | — | 31 Dec 2025 |
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Jeffrey J. Brown | UPBD | COMMON STOCK | Purchase | 2.01% | $36,258 | $19.41 | 1,868 | 94,840 | 28 Apr 2026 | by Brown Equity Partners, LLC |
| Jeffrey J. Brown | UPBD | COMMON STOCK | Purchase | 2.01% | $8,948 | $19.41 | 461 | 23,399 | 28 Apr 2026 | by the Jeffrey J Brown Living Trust |
| Jeffrey J. Brown | UPBD | Director Deferred Stock Unit | Award | 1.62% | 2,636 | 165,557 | 28 Apr 2026 | Direct | ||
| Carol A. McFate | UPBD | Director Deferred Stock Unit | Award | 0.43% | 206 | 47,965 | 28 Apr 2026 | Direct | ||
| Glenn P. Marino | UPBD | Director Deferred Stock Unit | Award | 2.12% | 1,334 | 64,258 | 28 Apr 2026 | Direct | ||
| Molly Langenstein | UPBD | Director Deferred Stock Unit | Award | 2.54% | 792 | 31,925 | 28 Apr 2026 | Direct | ||
| Charu Jain | UPBD | Director Deferred Stock Unit | Award | 2.54% | 627 | 25,273 | 28 Apr 2026 | Direct | ||
| Balaji Kumar | UPBD | COMMON STOCK | Award | 14,749 | 14,749 | 01 Apr 2026 | Direct | |||
| Jeffrey J. Brown | UPBD | Director Deferred Stock Unit | Award | 3.43% | 5,410 | 162,921 | 01 Apr 2026 | Direct | ||
| Glenn P. Marino | UPBD | Director Deferred Stock Unit | Award | 2.95% | 1,801 | 62,924 | 01 Apr 2026 | Direct | ||
| Molly Langenstein | UPBD | Director Deferred Stock Unit | Award | 6.87% | 2,000 | 31,133 | 01 Apr 2026 | Direct | ||
| Charu Jain | UPBD | Director Deferred Stock Unit | Award | 7.96% | 1,818 | 24,646 | 01 Apr 2026 | Direct | ||
| Fahmi Karam | UPBD | COMMON STOCK | Tax liability | -0.47% | -1,211 | 254,505 | 26 Feb 2026 | Direct | ||
| Anthony J. Blasquez | UPBD | COMMON STOCK | Tax liability | -0.89% | -485 | 53,717 | 26 Feb 2026 | Direct | ||
| Montrone Ralph T. | UPBD | COMMON STOCK | Tax liability | -1.29% | -874 | 66,949 | 26 Feb 2026 | Direct | ||
| Transient C. Taylor | UPBD | COMMON STOCK | Tax liability | -1.08% | -481 | 43,982 | 26 Feb 2026 | Direct | ||
| Bryan J. Pechersky | UPBD | COMMON STOCK | Tax liability | -1.03% | -459 | 43,924 | 26 Feb 2026 | Direct | ||
| Fahmi Karam | UPBD | COMMON STOCK | Tax liability | -3.68% | -9,782 | 255,716 | 24 Feb 2026 | Direct | ||
| Montrone Ralph T. | UPBD | COMMON STOCK | Tax liability | -3.11% | -2,176 | 67,823 | 24 Feb 2026 | Direct | ||
| Anthony J. Blasquez | UPBD | COMMON STOCK | Tax liability | -2.17% | -1,203 | 54,202 | 24 Feb 2026 | Direct | ||
| Transient C. Taylor | UPBD | COMMON STOCK | Tax liability | -2.72% | -1,245 | 44,463 | 24 Feb 2026 | Direct | ||
| Bryan J. Pechersky | UPBD | COMMON STOCK | Tax liability | -2.66% | -1,211 | 44,383 | 24 Feb 2026 | Direct | ||
| Fahmi Karam | UPBD | COMMON STOCK | Award | 48.7% | 86,918 | 265,498 | 23 Feb 2026 | Direct | ||
| Rebecca Wooters | UPBD | COMMON STOCK | Award | 17,910 | 17,910 | 23 Feb 2026 | Direct | |||
| Montrone Ralph T. | UPBD | COMMON STOCK | Award | 27.4% | 15,044 | 69,999 | 23 Feb 2026 | Direct | ||
| Anthony J. Blasquez | UPBD | COMMON STOCK | Award | 36.9% | 14,925 | 55,405 | 23 Feb 2026 | Direct | ||
| Halim Khouri | UPBD | COMMON STOCK | Award | 24.1% | 20,149 | 103,854 | 23 Feb 2026 | Direct | ||
| Transient C. Taylor | UPBD | COMMON STOCK | Award | 86% | 21,130 | 45,708 | 23 Feb 2026 | Direct | ||
| Bryan J. Pechersky | UPBD | COMMON STOCK | Award | 86.4% | 21,130 | 45,594 | 23 Feb 2026 | Direct | ||
| Anthony J. Blasquez | UPBD | COMMON STOCK | Tax liability | -6.89% | -2,997 | 40,480 | 10 Feb 2026 | Direct | ||
| Anthony J. Blasquez | UPBD | COMMON STOCK | Award | 33.7% | 10,966 | 43,477 | 10 Feb 2026 | Direct | ||
| Fahmi Karam | UPBD | COMMON STOCK | Tax liability | -8.82% | -17,268 | 178,580 | 10 Feb 2026 | Direct | ||
| Fahmi Karam | UPBD | COMMON STOCK | Award | 28.6% | 43,516 | 195,848 | 10 Feb 2026 | Direct | ||
| Transient C. Taylor | UPBD | COMMON STOCK | Tax liability | -10.7% | -2,936 | 24,578 | 10 Feb 2026 | Direct | ||
| Transient C. Taylor | UPBD | COMMON STOCK | Award | 31.6% | 6,615 | 27,514 | 10 Feb 2026 | Direct | ||
| Bryan J. Pechersky | UPBD | COMMON STOCK | Tax liability | -10.3% | -2,798 | 24,464 | 10 Feb 2026 | Direct | ||
| Bryan J. Pechersky | UPBD | COMMON STOCK | Award | 29.8% | 6,266 | 27,262 | 10 Feb 2026 | Direct | ||
| Montrone Ralph T. | UPBD | COMMON STOCK | Tax liability | -8.54% | -5,134 | 54,955 | 10 Feb 2026 | Direct | ||
| Montrone Ralph T. | UPBD | COMMON STOCK | Award | 22.3% | 10,966 | 60,089 | 10 Feb 2026 | Direct | ||
| Glenn P. Marino | UPBD | Director Deferred Stock Unit | Award | 1.82% | 1,090 | 61,123 | 06 Jan 2026 | Direct | ||
| Carol A. McFate | UPBD | Director Deferred Stock Unit | Award | 0.46% | 218 | 47,759 | 06 Jan 2026 | Direct | ||
| Charu Jain | UPBD | Director Deferred Stock Unit | Award | 1.52% | 342 | 22,828 | 06 Jan 2026 | Direct | ||
| Jeffrey J. Brown | UPBD | COMMON STOCK | Purchase | 2.21% | $35,484 | $17.68 | 2,007 | 92,972 | 06 Jan 2026 | by Brown Equity Partners, LLC |
| Jeffrey J. Brown | UPBD | COMMON STOCK | Purchase | 2.21% | $8,752 | $17.68 | 495 | 22,938 | 06 Jan 2026 | by the Jeffrey J Brown Living Trust |
| Jeffrey J. Brown | UPBD | Director Deferred Stock Unit | Award | 1.46% | 2,271 | 157,511 | 06 Jan 2026 | Direct | ||
| Molly Langenstein | UPBD | Director Deferred Stock Unit | Award | 1.77% | 506 | 29,133 | 06 Jan 2026 | Direct | ||
| Jeffrey J. Brown | UPBD | Director Deferred Stock Unit | Award | 9.77% | 13,818 | 155,240 | 02 Jan 2026 | Direct | ||
| Harold G. Lewis | UPBD | Director Deferred Stock Unit | Award | 30% | 8,257 | 35,818 | 02 Jan 2026 | Direct | ||
| Glenn P. Marino | UPBD | Director Deferred Stock Unit | Award | 20.2% | 10,108 | 60,033 | 02 Jan 2026 | Direct | ||
| Carol A. McFate | UPBD | Director Deferred Stock Unit | Award | 21% | 8,257 | 47,541 | 02 Jan 2026 | Direct |