Welcome to our dedicated page for UPBOUND GRP SEC filings (Ticker: UPBD), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Upbound Group, Inc. (NASDAQ: UPBD) SEC filings page on Stock Titan provides access to the company’s official disclosures filed with the U.S. Securities and Exchange Commission. These documents offer detailed information about Upbound’s financial condition, capital structure, governance and material events as it operates a platform for accessible and inclusive financial and lease-to-own solutions.
Among the key filings available are Current Reports on Form 8‑K, which Upbound uses to report significant developments. For example, 8‑K filings dated July 31, 2025 and October 30, 2025 reference press releases and investor presentations announcing quarterly financial results, incorporating those materials by reference. Another 8‑K dated August 19, 2025 describes an amendment to the company’s Term Loan Credit Agreement, including an extension of the maturity date and incremental commitments, and explains that proceeds may be used for working capital and other general corporate purposes.
Filings also document governance and leadership changes. An 8‑K filed on October 30, 2025 details the appointment of a new Executive Vice President – Chief Financial Officer, including background information and key terms of the executive’s offer letter and incentive opportunities. Another 8‑K filed on November 21, 2025 describes a temporary blackout period for the Upbound 401(k) Retirement Savings Plan in connection with a transition of plan administration, and explains trading restrictions on directors and executive officers under Section 306 of the Sarbanes‑Oxley Act and SEC Regulation BTR.
Through Stock Titan, users can view these SEC filings alongside AI-powered summaries that explain the purpose and implications of each document in plain language. Real-time updates from EDGAR help ensure that new 8‑K reports, as well as other forms such as 10‑K annual reports, 10‑Q quarterly reports and Form 4 insider transaction filings when available, are quickly reflected. This allows investors and researchers to review Upbound’s regulatory history, understand changes in its financing arrangements, monitor leadership and governance developments, and interpret complex disclosures more efficiently.
Upbound Group, Inc. director and Chief Executive Officer Karam Fahmi reported a tax-related share disposition. On February 26, 2026, 1,211 shares of common stock were withheld at $21.54 per share to cover taxes on time-based restricted stock units that vested after two years of continuous employment.
Following this tax-withholding disposition, Fahmi directly held 254,505 shares of Upbound Group common stock, which the filing states includes both common shares and unvested restricted stock units.
UPBOUND GROUP, INC. executive Anthony J. Blasquez, EVP-RAC, reported a tax-related share disposition tied to vesting equity. On February 26, 2026, 485 shares of common stock were withheld at $21.54 per share to cover taxes on time-based restricted stock units that vested after two years of continuous employment from the February 26, 2024 grant date.
After this withholding transaction, Blasquez beneficially owned 53,717 shares of common stock, which the disclosure states includes both common shares and unvested restricted stock units. This Form 4 reflects a tax-withholding disposition rather than an open-market buy or sell.
Upbound Group executive Ralph T. Montrone reported a tax-related share disposition rather than an open-market trade. On February 26, 2026, 874 shares of common stock at $21.54 per share were withheld to cover taxes on time-based restricted stock units that vested the same day after two years of continuous employment from the February 26, 2024 grant date. Following this withholding, he directly owns 66,949 shares, which the disclosure notes include both common stock and unvested restricted stock units.
UPBOUND GROUP, INC. executive Transient C Taylor, EVP and Chief Human Resources Officer, reported a disposition of 481 shares of common stock on February 26, 2026 to cover taxes. The shares were withheld in connection with time-based restricted stock units vesting after two years of continuous employment from the February 26, 2024 grant date.
After this tax-withholding disposition, Taylor directly holds a total of 43,982 UPBOUND GROUP equity interests, which the disclosure notes include both common shares and unvested restricted stock units. The transaction reflects tax settlement on equity compensation rather than an open-market sale.
UPBOUND GROUP, INC. executive Bryan J. Pechersky, EVP, General Counsel and Corporate Secretary, reported a Form 4 transaction involving company common stock. On February 26, 2026, 459 shares of common stock were withheld to cover taxes related to time-based restricted stock units that vested after two years of continuous employment from a February 26, 2024 grant.
Following this tax-withholding disposition, Pechersky’s direct holdings totaled 43,924 shares of common stock, which the filing notes include both common shares and unvested restricted stock units.
UPBOUND GROUP, INC. director and Chief Executive Officer Karam Fahmi reported equity compensation and related tax-withholding activity in common stock of the company. On February 23, 2026, he acquired 86,918 restricted stock units at $22.78 per share as a grant that vests in three equal annual installments starting February 23 of the next three years, contingent on continued employment.
On February 24, 2026, a total of 3,670 and 6,112 shares of common stock were withheld at $21.36 per share to cover tax liabilities associated with time-based restricted stock units that vested on that date, rather than being open‑market sales. Following these transactions, Fahmi directly held 255,716 shares, including unvested restricted stock units.
Wooters Rebecca reported acquisition or exercise transactions in this Form 4 filing.
UPBOUND GROUP, INC. executive Rebecca Wooters, EVP and Chief Growth Officer, received an equity grant of 17,910 shares of common stock in the form of restricted stock units valued at $22.78 per share. These RSUs vest in equal one-third installments on February 23 of each of the next three years, contingent on her continued employment. After this award, she directly holds 17,910 shares, including common stock and unvested restricted stock units.
UPBOUND GROUP, INC. executive vice president Anthony J. Blasquez reported equity compensation changes involving company common stock. On February 23, 2026, he acquired 14,925 restricted stock units at $22.78 per share as a grant that vests in one-third increments on February 23 of each of the next three years, subject to continued employment.
On February 24, 2026, 573 shares and 630 shares of common stock were withheld at $21.36 per share to cover taxes on time-based restricted stock units that vested from prior grants dated February 24, 2023 and February 24, 2025. Following these transactions, his directly held common stock and unvested restricted stock units totaled 54,202 shares.
Khouri Halim reported acquisition or exercise transactions in this Form 4 filing.
Upbound Group EVP and CFO Halim Khouri received a grant of 20,149 shares of common stock in the form of restricted stock units at a reference price of $22.78 per share. These units vest in three equal annual installments each February 23 over the next three years, contingent on continued employment. Following this award, Khouri directly holds 103,854 shares, including both common stock and unvested restricted stock units.