Upbound director granted 206 deferred stock units

UPBOUND GROUP, INC. director Carol A. McFate received an award of 206 Director Deferred Stock Units on common stock, valued at $19.17 per unit.

Rhea-AI Filing Summary

UPBOUND GROUP, INC. director Carol A. McFate received an award of 206 Director Deferred Stock Units on common stock, valued at $19.17 per unit. After this grant, she holds 47,965 deferred stock units. Each unit is fully vested, non-forfeitable, and converts into one common share, issued after her board service ends.

Insider Trade Summary

Grant/Award: 206 shares

Grant/Award 1 txn

Insider McFate Carol A.

Role Director

Type	Security	Shares	Price	Value
Grant/Award	Director Deferred Stock Unit	206	$19.17	$4K

Holdings After Transaction: Director Deferred Stock Unit — 47,965 contracts (Direct)

Footnotes (1)

1. F1. 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

Deferred stock units granted: 206 units Grant value per unit: $19.17 per unit Total deferred stock units after grant: 47,965 units +2 more

5 metrics

Deferred stock units granted 206 units Director Deferred Stock Unit award on 2026-04-28

Grant value per unit $19.17 per unit Reported price per underlying share for the award

Total deferred stock units after grant 47,965 units Holdings following the reported transaction

Conversion ratio 1 unit : 1 share Each unit represents one share of common stock

Security title Director Deferred Stock Unit Derivative security tied to common stock

Key Terms

Director Deferred Stock Unit, fully vested and non-forfeitable, par value, common stock

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."

par value financial

"one share of the common stock, $.01 par value per share, of the issuer"

Par value is the fixed amount printed on a bond or stock that represents its original value when issued. It’s like the face value of a coin or bill—what the issuer promises to pay back or the starting price of a stock—though it often doesn’t change with market prices. It matters because it helps determine certain financial details, like how much the company will pay back at maturity.

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.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider transaction did UPBD director Carol McFate report?

Director Carol A. McFate reported receiving 206 Director Deferred Stock Units as a compensation award. These units are tied to UPBOUND GROUP, INC. common stock and increase her total deferred stock unit holdings to 47,965 following the transaction.

What are Director Deferred Stock Units in UPBOUND GROUP, INC. (UPBD)?

Director Deferred Stock Units represent the right to receive one share of UPBOUND GROUP, INC. common stock for each unit. They are fully vested, non-forfeitable instruments issued as director compensation and settle in actual shares when the director’s board service terminates.

At what value were the new UPBD deferred stock units granted?

The 206 Director Deferred Stock Units were granted at a reference value of $19.17 per unit. This figure reflects the reported price per underlying share used for the award, helping quantify the size of the compensation grant for the director.

How many UPBD deferred stock units does Carol McFate hold after the grant?

After receiving 206 additional Director Deferred Stock Units, Carol McFate holds a total of 47,965 such units. Each unit corresponds to one future share of UPBOUND GROUP, INC. common stock deliverable when her board service ends, according to the filing.

When will UPBD common stock from these deferred units be issued?

Common stock underlying the Director Deferred Stock Units will be issued when Carol McFate’s service on UPBOUND GROUP, INC.’s board ends. At that point, each fully vested, non-forfeitable unit converts into one share of the company’s $.01 par value common stock.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 04/30/2026 - 05:07 PM EDT 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^*

McFate Carol A.

(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)

X	Director		10% Owner
	Officer (give title below)		Other (specify below)

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
04/28/2026

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
Director Deferred Stock Unit	(1)	04/28/2026		A		206		(1)	(1)	COMMON STOCK	206	$19.17	47,965	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	04/30/2026
	** 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)