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Upbound Group (UPBD) director reports 342 deferred stock units award

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Upbound Group director Charu Jain reported a new equity award in the form of derivative securities. On January 6, 2026, she acquired 342 Director Deferred Stock Units at a reference price of $17.64 per unit, bringing her total beneficially owned derivative securities to 22,828 units.

Each Director Deferred Stock Unit is fully vested and non-forfeitable and represents the right to receive one share of Upbound Group common stock. The underlying common shares will be issued to Jain after her service on the company’s board of directors ends, meaning this award defers delivery of stock until she leaves the board.

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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*
Jain Charu

(Last) (First) (Middle)
5501 HEADQUARTERS DRIVE

(Street)
PLANO TX 75024

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
UPBOUND GROUP, INC. [ UPBD ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
X Director 10% Owner
Officer (give title below) Other (specify below)
3. Date of Earliest Transaction (Month/Day/Year)
01/06/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
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
Director Deferred Stock Unit (1) 01/06/2026 A 342 (1) (1) COMMON STOCK 342 $17.64 22,828 D
Explanation of Responses:
1. 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.
Remarks:
/s/ Bryan Pechersky, attorney-in-fact 01/08/2026
** 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.

FAQ

What insider transaction did Upbound Group (UPBD) report for Charu Jain?

Director Charu Jain reported acquiring 342 Director Deferred Stock Units tied to Upbound Group common stock in a transaction dated January 6, 2026.

What is a Director Deferred Stock Unit in the Upbound Group (UPBD) filing?

Each Director Deferred Stock Unit gives the holder the right to receive one share of Upbound Group common stock, is fully vested, and is non-forfeitable.

When will the shares underlying Charu Jain’s deferred stock units be issued?

The common stock underlying the Director Deferred Stock Units will be issued to Charu Jain when her service as a member of Upbound Group’s board of directors terminates.

How many derivative securities does Charu Jain own after this Form 4 transaction?

After acquiring 342 Director Deferred Stock Units, Charu Jain beneficially owns 22,828 derivative securities related to Upbound Group common stock.

Is Charu Jain’s ownership in this Upbound Group (UPBD) Form 4 direct or indirect?

The filing classifies her holdings in these derivative securities as direct ownership, with no separate indirect ownership entity noted.

Are the Director Deferred Stock Units subject to vesting conditions?

No additional vesting period applies; the filing states that the Director Deferred Stock Units are fully vested and non-forfeitable at grant.

UPBOUND GRP INC

NASDAQ:UPBD

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1.13B
52.42M
10.09%
93.81%
6.12%
Software - Application
Services-equipment Rental & Leasing, Nec
Link
United States
PLANO