Upbound Group grants CFO 177,998 performance units

Q: How many UPBD performance stock units were granted to the CFO and at what price?

The CFO received 177,998 performance stock units relating to common stock at a reported grant price of $0.00 per unit. The award’s value depends on future stock performance and vesting conditions rather than an upfront cash purchase.

Q: What stock price hurdles apply to the UPBD CFO’s 177,998 performance stock units?

The performance stock units are split 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, subject to continued employment and vesting rules.

Q: When can the UPBD CFO’s performance stock units vest?

Each tranche is eligible to vest on the later of the third anniversary of the September 1, 2026 grant date (September 1, 2029) and the date the corresponding stock-price hurdle is achieved, provided the CFO remains employed through the applicable vesting date.

Q: Is the UPBD CFO’s new equity award time-based or performance-based?

The award is a supplemental equity grant consisting of restricted stock units and performance stock units; the portion reported here is performance-based, vesting only upon achievement of specified 20-trading-day average closing stock prices during a four-year performance period and continued employment.

UPBD’s CFO received 177,998 performance stock units that vest only if multi-year stock-price hurdles, up to $38.68, are achieved.

Filing Impact

(Neutral)

Filing Sentiment

(Neutral)

Form Type

Rhea-AI Filing Summary

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

UPBOUND GROUP, INC. (UPBD) reported that EVP and Chief Financial Officer Halim Khouri received a grant of 177,998 performance stock units, each relating to one share of common stock. This supplemental equity award is intended to promote retention of key executives and incentivize share price appreciation against predetermined stock prices.

The units are divided into three tranches: 33% may be earned at a 20-trading-day average closing price of $24.18, another 33% at $31.43, and 34% at $38.68. Vesting for each tranche occurs on the later of the third anniversary of the September 1, 2026 grant date (September 1, 2029) and the date the applicable stock-price hurdle is met, subject to Mr. Khouri’s continued employment.

Insider Trade Summary

Grant/Award: 177,998 shares

Grant/Award 1 txn

Insider Khouri Halim

Role EVP, Chief Financial Officer

Type	Security	Shares	Price	Value
Grant/Award	PERFORMANCE STOCK UNITS ^{F1, F2}	177,998	$0.00	$0.00

Holdings After Transaction: PERFORMANCE STOCK UNITS — 177,998 contracts (Direct)

Footnotes (2)

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.
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: 177,998 units Underlying common stock: 177,998 shares Grant price per unit: $0.00 per unit +5 more

8 metrics

Performance stock units granted 177,998 units Grant to EVP, Chief Financial Officer on September 1, 2026

Underlying common stock 177,998 shares Each performance stock unit relates to one share of common stock

Grant price per unit $0.00 per unit Reported acquisition price for the performance stock unit grant

First stock-price hurdle $24.18 20-trading-day average closing price for first 33% tranche

Second stock-price hurdle $31.43 20-trading-day average closing price for second 33% tranche

Third stock-price hurdle $38.68 20-trading-day average closing price for final 34% tranche

Performance period 4 years Achievement of stock-price hurdles measured over a four-year performance period

Earliest vesting anniversary September 1, 2029 Later of third anniversary of grant date and price target attainment

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 transaction did UPBD report for its CFO on this Form 4?

UPBD reported that EVP and Chief Financial Officer Halim Khouri was granted 177,998 performance stock units, a supplemental equity award designed to promote retention and incentivize share price appreciation, with each unit tied to one share of common stock.

How many UPBD performance stock units were granted to the CFO and at what price?

The CFO received 177,998 performance stock units relating to common stock at a reported grant price of $0.00 per unit. The award’s value depends on future stock performance and vesting conditions rather than an upfront cash purchase.

What stock price hurdles apply to the UPBD CFO’s 177,998 performance stock units?

The performance stock units are split 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, subject to continued employment and vesting rules.

When can the UPBD CFO’s performance stock units vest?

Each tranche is eligible to vest on the later of the third anniversary of the September 1, 2026 grant date (September 1, 2029) and the date the corresponding stock-price hurdle is achieved, provided the CFO remains employed through the applicable vesting date.

Is the UPBD CFO’s new equity award time-based or performance-based?

The award is a supplemental equity grant consisting of restricted stock units and performance stock units; the portion reported here is performance-based, vesting only upon achievement of specified 20-trading-day average closing stock prices during a four-year performance period and continued employment.

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Available on EDGAR 09/02/2026 - 04:31 PM Accepted by SEC EDGAR 09/02/2026 - 04:30 PM

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^*

Khouri Halim

(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 Financial 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)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)

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)
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)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
PERFORMANCE STOCK UNITS⁽¹⁾	$0.00	09/01/2026		A		177,998		⁽²⁾	⁽²⁾	COMMON STOCK	177,998	$0.00	177,998	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)

Source: View Original Filing on SEC EDGAR