SEC Form 4 · accession 0001193125-26-380289
UPBOUND GROUP, INC. · UPBD
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
Ralph T. Montrone
Officer — EVP, Acima
Period of report
Sep 1, 2026
Accepted (ET)
Sep 2, 2026 · 4:31 pm EDT
Rule 10b5-1 plan
box not checked
Issuer CIK
0000933036
Table I — non-derivative securities
| Security | Date | Code | Shares | Price | A/D | Owned after | D/I | Nature of ownership |
|---|---|---|---|---|---|---|---|---|
| COMMON STOCKF1,F2,F3 | Sep 1, 2026 | A | 33,226 | $0.00 | A | 100,175 | D |
Table II — derivative securities
| Security | Conv. / exercise price | Date | Code | Shares | A/D | Exercisable | Expires | Underlying | Underlying shares | Owned after | D/I |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PERFORMANCE STOCK UNITSF1,F4 | $0.00 | Sep 1, 2026 | A | 99,679 | A | — | — | COMMON STOCK | 99,679 | 99,679 | D |
Explanation of responses
- F1Represents a supplemental equity award consisting of restricted stock units and performance stock units to promote retention of key executives and to incentivize share price appreciation measured against predetermined stock prices.
- F2Represents the portion of the supplemental equity award granted as restricted stock units, which vest annually in one-third increments on September 1 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.
- F3Includes shares of common stock and unvested restricted stock units.
- F4Represents the portion of the supplemental equity award granted as performance stock units, which are eligible to vest, if at all, based on the achievement of predetermined 20-trading-day average closing stock prices during a four-year performance period, subject to the reporting person's continued employment through the applicable vesting date. The performance stock units are divided into three tranches: 33% eligible to be earned upon a 20-trading-day average closing price of $24.18, 33% upon a 20-trading-day average closing price of $31.43, and 34% upon a 20-trading-day average closing price of $38.68. For each tranche, the vesting date is the later of the third anniversary of the grant date September 1, 2029, and the date the applicable stock price is attained.
Remarks
Power of Attorney (Exhibit)