Filing Details
- Accession Number:
- 0000933036-24-000068
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2024-03-18 16:36:51
- Reporting Period:
- 2024-03-14
- Accepted Time:
- 2024-03-18 16:36:51
- SEC Url:
- Form 4 Filing
Issuer
| Cik | Name | Symbol | Sector (SIC) | IRS No |
|---|---|---|---|---|
| 933036 | Upbound Group Inc. | UPBD | Services-Equipment Rental & Leasing, Nec (7359) | 450491516 |
Insiders
| Cik | Name | Reported Address | Insider Title | Director | Officer | Large Shareholder | Other |
|---|---|---|---|---|---|---|---|
| 1814381 | J Anthony Blasquez | 5501 Headquarters Drive Plano TX 75024 | Evp-Rac | No | Yes | No | No |
Reported Non-Derivative Transactions
| Sec. Name | Acquisiton - Disposition | Date | Amount | Price | Remaning Holdings | Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
|---|---|---|---|---|---|---|---|---|---|---|
| Common Stock | Acquisiton | 2024-03-14 | 4,985 | $24.77 | 63,952 | No | 4 | M | Direct | |
| Common Stock | Acquisiton | 2024-03-14 | 7,500 | $26.62 | 71,452 | No | 4 | M | Direct | |
| Common Stock | Disposition | 2024-03-14 | 12,485 | $33.18 | 58,967 | No | 4 | S | Direct |
| Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
|---|---|---|---|---|
| No | 4 | M | Direct | |
| No | 4 | M | Direct | |
| No | 4 | S | Direct |
Reported Derivative Transactions
| Sec. Name | Sec. Type | Acquisiton - Disposition | Date | Amount | Price | Amount - 2 | Price - 2 |
|---|---|---|---|---|---|---|---|
| Common Stock | Employee Stock Option (Right to Purchase) | Disposition | 2024-03-14 | 4,985 | $0.00 | 4,985 | $24.77 |
| Common Stock | Employee Stock Option (Right to Purchase) | Disposition | 2024-03-14 | 7,500 | $0.00 | 7,500 | $26.62 |
| Remaning Holdings | Exercise Date | Expiration Date | Equity Swap Involved | Transaction Form Type | Transaction Code | Nature of Ownership |
|---|---|---|---|---|---|---|
| 0 | 2030-02-26 | No | 4 | M | Direct | |
| 2,500 | 2030-07-01 | No | 4 | M | Direct |
Footnotes
- Includes shares of common stock and unvested restricted stock units.
- The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.15 to $33.32, inclusive. The reporting person undertakes to provide to Upbound Group, Inc., any security holder of Upbound Group, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the foregoing range.
- The option became exercisable in four equal installments on February 26, 2021, 2022, 2023 and 2024.
- The option becomes exercisable in four equal installments on each of July 1, 2021, 2022, 2023 and 2024.
Billionaire Hedge Funds
