Upbound director adds shares, receives stock units
UPBOUND GROUP, INC. director Jeffrey J. Brown reported net buying activity in company stock through entities he controls and received additional equity compensation.
Rhea-AI Filing Summary
UPBOUND GROUP, INC. director Jeffrey J. Brown reported net buying activity in company stock through entities he controls and received additional equity compensation. Brown acquired 1,841 common shares at $20.09 per share via Brown Equity Partners, LLC and 454 shares at $20.09 via the Jeffrey J Brown Living Trust, both through dividend reinvestment in their brokerage accounts. He also received a grant of 2,524 Director Deferred Stock Units, each convertible into one common share and fully vested, with common stock to be issued after his board service ends.
Positive
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Negative
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Insider Trade Summary
Net Buyer: 2,295 shares
Net Buy
3 txns
Insider
BROWN JEFFREY J
Role
Director
Bought
2,295 shs ($46K)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Director Deferred Stock Unit | 2,524 | $20.53 | $52K |
| Purchase | COMMON STOCK | 454 | $20.09 | $9K |
| Purchase | COMMON STOCK | 1,841 | $20.09 | $37K |
Holdings After Transaction:
Director Deferred Stock Unit — 172,683 contracts (Direct);
COMMON STOCK — 23,853 shares (Indirect, by the Jeffrey J Brown Living Trust);
COMMON STOCK — 96,681 shares (Indirect, by Brown Equity Partners, LLC)
Footnotes (5)
- F1. The shares were purchased pursuant to a dividend reinvestment feature of a brokerage account maintained by the Jeffrey J Brown Living Trust, of which the reporting person is the sole trustee and sole beneficiary.
- F2. The shares are held in a brokerage account maintained by the Jeffrey J Brown Living Trust, of which the reporting person is the sole trustee and sole beneficiary.
- F3. The shares were purchased pursuant to a dividend reinvestment feature of a brokerage account maintained by Brown Equity Partners, LLC, which is owned by the reporting person.
- F4. The shares are held in a brokerage account maintained by Brown Equity Partners, LLC, which is owned by the reporting person.
- F5. Each Director Deferred Stock Unit represents the right to receive one share of the common stock, $.01 par value per share, of the issuer ("Common Stock"). The Director Deferred Stock Units are fully vested and non-forfeitable. The Common Stock will be issued to the reporting person upon the termination of their service as a member of the issuer's board of directors.
Key Figures
Dividend reinvestment purchase (LLC): 1,841 shares at $20.09
Dividend reinvestment purchase (trust): 454 shares at $20.09
Director Deferred Stock Units granted: 2,524 units at $20.53
+3 more
6 metrics
Dividend reinvestment purchase (LLC)
1,841 shares at $20.09
Common stock via Brown Equity Partners, LLC
Dividend reinvestment purchase (trust)
454 shares at $20.09
Common stock via Jeffrey J Brown Living Trust
Director Deferred Stock Units granted
2,524 units at $20.53
Each unit represents one common share
Holdings after (Brown Equity Partners, LLC)
96,681 shares
Common stock following reported transactions
Holdings after (Jeffrey J Brown Living Trust)
23,853 shares
Common stock following reported transactions
Deferred stock units outstanding
172,683 units
Director Deferred Stock Units after grant
Key Terms
Director Deferred Stock Unit, dividend reinvestment, brokerage account, sole trustee and sole beneficiary, +1 more
5 terms
Director Deferred Stock Unit financial
"Each Director Deferred Stock Unit represents the right to receive one share of the common stock"
dividend reinvestment financial
"The shares were purchased pursuant to a dividend reinvestment feature of a brokerage account"
Dividend reinvestment is when the money earned from a company's profit sharing, called dividends, is automatically used to buy more shares of that company instead of being received as cash. This process helps investors grow their holdings over time without extra effort, much like using earned interest to buy more of a savings account. It encourages long-term investment growth by continuously increasing the amount of shares owned.
brokerage account financial
"The shares are held in a brokerage account maintained by the Jeffrey J Brown Living Trust"
sole trustee and sole beneficiary financial
"of which the reporting person is the sole trustee and sole beneficiary"
beneficial ownership financial
"Common Stock will be issued to the reporting person upon the termination of their service"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
FAQ
What insider transactions did UPBD director Jeffrey J. Brown report?
Jeffrey J. Brown reported net share acquisitions. He bought 1,841 UPBOUND GROUP common shares via Brown Equity Partners, LLC and 454 shares via his living trust, both through dividend reinvestment, and received 2,524 fully vested Director Deferred Stock Units as additional equity compensation.
What are the Director Deferred Stock Units reported for UPBD?
Brown received 2,524 Director Deferred Stock Units tied to UPBOUND GROUP common stock. Each unit represents one future share, is fully vested and non-forfeitable, and the underlying common stock will be issued to him when his service on the company’s board of directors ends.
AI-generated analysis. How Rhea-AI works. Not financial advice.
