UPBOUND GROUP (UPBD) director granted 197 fully vested deferred stock units
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
McFate Carol A. reported acquisition or exercise transactions in this Form 4 filing.
UPBOUND GROUP, INC. director Carol A. McFate received a grant of 197 Director Deferred Stock Units at a reference price of $20.53 per unit. Each unit represents the right to receive one share of common stock and is fully vested and non-forfeitable. The common shares underlying these units will be issued to her after her service on the board ends, bringing her total reported deferred stock units to 48,162.
Positive
- None.
Negative
- None.
Insider Trade Summary
1 transaction reported
Mixed
1 txn
Insider
McFate Carol A.
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Director Deferred Stock Unit | 197 | $20.53 | $4K |
Holdings After Transaction:
Director Deferred Stock Unit — 48,162 shares (Direct)
Footnotes (1)
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Key Figures
Deferred stock units granted: 197 units
Grant reference price: $20.53 per unit
Total deferred stock units after grant: 48,162 units
+1 more
4 metrics
Deferred stock units granted
197 units
Director Deferred Stock Units granted on July 7, 2026
Grant reference price
$20.53 per unit
Director Deferred Stock Unit award
Total deferred stock units after grant
48,162 units
Director holdings following reported transaction
Underlying common stock per unit
1 share per unit
Each Director Deferred Stock Unit converts into one common share
Key Terms
Director Deferred Stock Unit, fully vested and non-forfeitable, Common Stock, board of directors
4 terms
Director Deferred Stock Unit financial
"Each Director Deferred Stock Unit represents the right to receive one share of the common stock"
fully vested and non-forfeitable financial
"The Director Deferred Stock Units are fully vested and non-forfeitable."
Common Stock financial
"receive one share of the common stock, $.01 par value per share, of the issuer"
Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.
board of directors financial
"issued to the reporting person upon the termination of their service as a member of the issuer's board of directors."
The Board of Directors is a group of people chosen by a company's owners to help make big decisions and oversee how the company is run. They act like a team of advisors or managers, making sure the company stays on track and meets its goals. Their choices can influence the company's success and how it grows.
FAQ
What insider transaction did UPBD director Carol McFate report on this Form 4?
Carol A. McFate reported receiving 197 Director Deferred Stock Units tied to UPBOUND GROUP, INC. common stock at a reference price of $20.53 per unit. This is a compensation-related award rather than an open-market stock purchase or sale.
How many UPBD deferred stock units does Carol McFate hold after this award?
Following the award, Carol A. McFate is reported as holding a total of 48,162 Director Deferred Stock Units. Each unit represents the right to receive one share of UPBOUND GROUP, INC. common stock at the end of her board service.
What are UPBOUND GROUP (UPBD) Director Deferred Stock Units?
UPBOUND GROUP Director Deferred Stock Units each represent the right to receive one share of common stock. In this filing, they are described as fully vested and non-forfeitable, with the underlying common shares issued when the director’s board service terminates.
Does this UPBD Form 4 indicate a stock purchase or sale by the director?
The Form 4 shows a grant classified as an acquisition under transaction code “A,” not an open-market buy or sell. It reflects compensation in the form of deferred stock units rather than the director trading existing UPBOUND GROUP, INC. shares in the market.
When will Carol McFate receive the UPBD common stock underlying these units?
The filing states that UPBOUND GROUP, INC. common stock underlying the Director Deferred Stock Units will be issued to Carol McFate when her service as a member of the company’s board of directors terminates, rather than immediately at grant.