STOCK TITAN

Upbound Group director Brown gets 3,433 stock rights

A director's common-stock purchases were held through a living trust and an LLC he owns, using dividend reinvestment features.

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Form Type
4

Rhea-AI Filing Summary

Upbound Group, Inc. director Jeffrey J. Brown acquired 3,433 Director Deferred Stock Units on October 27, 2026. Each unit represents the right to receive one common share; the units are fully vested and non-forfeitable, and the shares will be issued when his board service ends. His reported direct position afterward was 182,336 units.

On October 27, 2026, the Jeffrey J. Brown Living Trust purchased 547 shares at $17.01 per share through a dividend reinvestment feature, and Brown Equity Partners, LLC purchased 2,217 shares at $17.01 per share through a dividend reinvestment feature. Reported holdings afterward were 24,400 shares in the trust account and 98,898 shares held by the LLC. No Rule 10b5-1 plan is reported.

Insider BROWN JEFFREY J
Role Director
Bought 2,764 shs ($47K)
Type Security Shares Price Value
Grant/Award Director Deferred Stock Unit F5 3,433 $16.99 $58K
Purchase Common Stock F1, F2 547 $17.01 $9K
Purchase Common Stock F3, F4 2,217 $17.01 $38K
Holdings After Transaction: Director Deferred Stock Unit — 182,336 contracts (Direct); Common Stock — 24,400 shares (Indirect, by the Jeffrey J Brown Living Trust); Common Stock — 98,898 shares (Indirect, by Brown Equity Partners, LLC)
Footnotes (5)
  1. F1. The shares were purchased pursuant to a dividend reinvestment feature of a brokerage account maintained by the Jeffrey J Brown Living Trust, of which the reporting person is the sole trustee and sole beneficiary.
  2. F2. The shares are held in a brokerage account maintained by the Jeffrey J Brown Living Trust, of which the reporting person is the sole trustee and sole beneficiary.
  3. F3. The shares were purchased pursuant to a dividend reinvestment feature of a brokerage account maintained by Brown Equity Partners, LLC, which is owned by the reporting person.
  4. F4. The shares are held in a brokerage account maintained by Brown Equity Partners, LLC, which is owned by the reporting person
  5. F5. 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.
Director Deferred Stock Units acquired 3,433 units October 27, 2026
Direct Director Deferred Stock Unit position 182,336 units After the October 27, 2026 award
Living Trust purchase 547 shares October 27, 2026
Purchase price $17.01 per share Living Trust and Brown Equity Partners, LLC purchases on October 27, 2026
Living Trust holdings 24,400 shares After the October 27, 2026 purchase
Brown Equity Partners, LLC purchase 2,217 shares October 27, 2026
Brown Equity Partners, LLC holdings 98,898 shares After the October 27, 2026 purchase
Director Deferred Stock Unit financial
"Each Director Deferred Stock Unit represents the right to receive one share"
dividend reinvestment feature financial
"purchased pursuant to a dividend reinvestment feature"
fully vested and non-forfeitable financial
"The Director Deferred Stock Units are fully vested and non-forfeitable"

FAQ

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

How many UPBD shares did Jeffrey J. Brown's accounts purchase, and at what price?

The Jeffrey J. Brown Living Trust purchased 547 shares at $17.01 per share, and Brown Equity Partners, LLC purchased 2,217 shares at $17.01 per share on October 27, 2026. Both purchases were made through a dividend reinvestment feature; no Rule 10b5-1 plan is reported.

What are the terms of Jeffrey J. Brown's UPBD deferred stock unit award?

Jeffrey J. Brown acquired 3,433 Director Deferred Stock Units on October 27, 2026. Each unit represents the right to receive one common share; the units are fully vested and non-forfeitable, and the shares will be issued upon termination of his service as a board member.

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

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SEC Form 4
FORM 4UNITED 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*
BROWN JEFFREY J

(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)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
10/27/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm 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)
CodeVAmount(A) or (D)Price
Common Stock10/27/2026P(1)547A$17.0124,400Iby the Jeffrey J Brown Living Trust(2)
Common Stock10/27/2026P(3)2,217A$17.0198,898Iby Brown Equity Partners, LLC(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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Director Deferred Stock Unit(5)10/27/2026A3,433 (5) (5)Common Stock3,433$16.99182,336D
Explanation of Responses:
1. The shares were purchased pursuant to a dividend reinvestment feature of a brokerage account maintained by the Jeffrey J Brown Living Trust, of which the reporting person is the sole trustee and sole beneficiary.
2. The shares are held in a brokerage account maintained by the Jeffrey J Brown Living Trust, of which the reporting person is the sole trustee and sole beneficiary.
3. The shares were purchased pursuant to a dividend reinvestment feature of a brokerage account maintained by Brown Equity Partners, LLC, which is owned by the reporting person.
4. The shares are held in a brokerage account maintained by Brown Equity Partners, LLC, which is owned by the reporting person
5. 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.
/s/ Andrew West, attorney-in-fact10/29/2026
** Signature of Reporting PersonDate
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)

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