Upbound grants EVP 158K performance stock units

Rhea-AI Filing Summary

UPBOUND GROUP, INC. (symbol: UPBD) is the issuer of record for a Form 4 filing submitted to the SEC. Wooters Rebecca reported acquisition or exercise transactions in this Form 4 filing.

UPBOUND GROUP, INC. (UPBD) reported that EVP and Chief Growth Officer Rebecca Wooters received a grant of 158,221 performance stock units, as part of a supplemental equity award intended to promote executive retention and incentivize share price appreciation.

The performance stock units relate to an equal number of common shares and may vest over a four-year performance period based on achieving predetermined 20-trading-day average closing stock prices, subject to her continued employment. The award is divided into three tranches, with 33% tied to a stock price of $24.18, 33% to $31.43, and 34% to $38.68, with vesting on the later of September 1, 2029 and the date each price target is met.

Insider Trade Summary

Grant/Award: 158,221 shares

Grant/Award 1 txn

Insider Wooters Rebecca

Role EVP, Chief Growth Officer

Type	Security	Shares	Price	Value
Grant/Award	PERFORMANCE STOCK UNITS F1, F2	158,221	$0.00	$0.00

Holdings After Transaction: PERFORMANCE STOCK UNITS — 158,221 contracts (Direct)

Footnotes (2)

1. F1. Represents 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.
2. F2. Represents 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.

Key Figures

Performance stock units granted: 158,221 units Underlying common shares: 158,221 shares First price target: $24.18 per share +5 more

8 metrics

Performance stock units granted 158,221 units Grant to EVP and Chief Growth Officer on September 1, 2026

Underlying common shares 158,221 shares Each performance stock unit relates to one common share

First price target $24.18 per share 33% of PSUs eligible to be earned at this 20-day average closing price

Second price target $31.43 per share 33% of PSUs eligible to be earned at this 20-day average closing price

Third price target $38.68 per share 34% of PSUs eligible to be earned at this 20-day average closing price

Performance period 4 years PSUs eligible to vest based on stock price performance over four years

Earliest vesting anniversary September 1, 2029 For each tranche, vesting is the later of this date and meeting the price target

PSU tranches 33%, 33%, 34% Allocation of the performance stock units across three price-based tranches

Key Terms

performance stock units, restricted stock units, 20-trading-day average closing stock prices, vesting date, +1 more

5 terms

performance stock units financial

"Represents the portion of the supplemental equity award granted as performance stock units"

Performance stock units are a type of company award that grants employees shares of stock only if certain performance goals are met. They motivate employees to work toward specific company achievements, aligning their interests with those of shareholders. For investors, they can influence a company's future stock supply and reflect management’s confidence in reaching key targets.

restricted stock units financial

"supplemental equity award consisting of restricted stock units and performance stock units"

Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.

20-trading-day average closing stock prices financial

"based on the achievement of predetermined 20-trading-day average closing stock prices"

vesting date financial

"subject to the reporting person's continued employment through the applicable vesting date"

supplemental equity award financial

"Represents a supplemental equity award consisting of restricted stock units"

FAQ

What insider equity grant did UPBD report for EVP Rebecca Wooters?

UPBOUND GROUP, INC. reported that EVP and Chief Growth Officer Rebecca Wooters received a grant of 158,221 performance stock units, linked to an equal number of common shares, as part of a supplemental equity award for retention and share price-based incentives.

How do the new performance stock units for UPBD’s EVP vest?

The performance stock units may vest over a four-year performance period based on achieving predetermined 20-trading-day average closing stock prices, and only if Rebecca Wooters remains employed through the applicable vesting date for each tranche.

What stock price targets are tied to the UPBD performance stock units?

The award is divided into three tranches: 33% may be earned at a 20-trading-day average closing price of $24.18, 33% at $31.43, and 34% at $38.68, each subject to continued employment and the vesting-date condition.

When can the UPBD performance stock units for Rebecca Wooters vest?

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 target is attained, subject to continued employment through that vesting date.

Was the UPBD Form 4 transaction under a Rule 10b5-1 trading plan?

No. The filing indicates the Rule 10b5-1 checkbox is not marked, and the footnotes describe the grant as a supplemental equity award, with no reference to a pre-arranged trading plan.

What is the purpose of the new UPBD supplemental equity award?

The supplemental equity award, consisting of restricted stock units and performance stock units, is described as intended to promote retention of key executives and to incentivize share price appreciation measured against predetermined stock prices.

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Available on EDGAR 09/02/2026 - 04:32 PM Accepted by SEC EDGAR 09/02/2026 - 04:31 PM Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Wooters Rebecca

(Last) (First) (Middle)

5501 HEADQUARTERS DRIVE

(Street)

PLANO TEXAS 75024

(City) (State) (Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
UPBOUND GROUP, INC. [ UPBD ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	EVP, Chief Growth Officer

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
09/01/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares
PERFORMANCE STOCK UNITS(1)	$0.00	09/01/2026		A		158,221		(2)	(2)	COMMON STOCK	158,221	$0.00	158,221	D

Explanation of Responses:

1. Represents 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.

2. Represents 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)

	/s/ Andrew West, attorney-in-fact	09/02/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)