Upbound Group, Inc. filings document the formal disclosures of a public operating company with lease-to-own, virtual retail finance and financial health product businesses. Form 8-K reports furnish quarterly and annual results, earnings releases and investor presentations covering operating performance across Rent-A-Center, Acima, Mexico and Brigit.
The company’s SEC record also includes proxy materials for annual meeting matters, director elections, executive compensation and stockholder voting procedures. Other filings document capital-structure matters such as credit agreement amendments, executive officer appointments, employee benefit plan blackout notices, Regulation FD presentations and common-stock governance disclosures.
Upbound Group (UPBD) director Jeffrey J. Brown reported equity acquisitions on 10/21/2025. He acquired 386 shares of common stock at $22.27 through the Jeffrey J Brown Living Trust and 1,565 shares at $22.27 through Brown Equity Partners, LLC, both via dividend reinvestment features.
Following these transactions, holdings were 22,443 shares indirectly via the Living Trust and 90,965 shares indirectly via Brown Equity Partners, LLC. He also acquired 1,664 Director Deferred Stock Units at $22.37, which are fully vested and convert into common stock upon termination of his board service, bringing derivative holdings to 141,422 units.
Upbound Group, Inc. executive Rebecca Wooters filed an initial Form 3 reporting her status as EVP, Chief Growth Officer and director following an event on 09/18/2025. The filing states she is a new employee and officer and does not beneficially own any securities of the company. The Form 3 was submitted late due to a clerical error; a power of attorney is attached and the form is signed by an attorney-in-fact on 10/07/2025.
Jeffrey J. Brown, a director of Upbound Group, Inc. (UPBD), was granted 4,133 Director Deferred Stock Units on 10/01/2025. Each deferred unit represents the right to receive one share of the issuer's common stock and the filing lists a price of $23.63 per share. The units are described as fully vested and non-forfeitable, and the common stock will be issued to Mr. Brown upon termination of his board service. Following the reported transaction, Mr. Brown is shown as beneficially owning 139,758 shares of common stock on a direct basis in this filing.
Upbound Group, Inc. (UPBD) filed a Form 144 notifying the proposed sale of 6,000 common shares through RBC Capital Markets with an approximate aggregate market value of $151,386. The filing states the shares were acquired on February 17, 2021 as an executive payout from the issuer and payment was recorded the same day. The shares represent a small fraction of the reported 57,895,609 outstanding shares. The seller reports no securities sold in the past three months and certifies they are unaware of any undisclosed material adverse information about the issuer.
On 08/21/2025, Anthony J. Blasquez, Executive Vice President—Risk Adjustment & Coding (EVP-RAC) at Upbound Group, Inc. (UPBD), reported a sale of 3,500 shares of common stock at $23.63 per share. After that transaction he beneficially owns 32,511 shares, which the filing notes include common stock and unvested restricted stock units. The filing also discloses indirect holdings of 992 shares in the company 401(k) plan and 97 shares in the company nonqualified deferred compensation plan. The Form 4 was signed by an attorney-in-fact on 08/22/2025.
Upbound Group, Inc. (UPBD) notice reports a proposed sale of 3,500 common shares through UBS Financial Services on the NASDAQ with an approximate aggregate market value of $82,713.75. The shares represent a small fraction of the issuer's outstanding common stock of 57,895,609 shares. The shares were acquired on 02/11/2025 through PSU vesting from Upbound Group, Inc., and the intended sale date is 08/21/2025. The filer certifies no undisclosed material information and reports no sales of issuer securities by the filer in the past three months.
Upbound Group, Inc. amended its existing term loan credit agreement on August 19, 2025. The amendment extends the maturity date of the loans outstanding under the credit agreement to August 19, 2032, subject to certain springing maturity provisions. It also adds approximately $77 million of incremental term loan commitments, all of which were drawn on the closing date, bringing total aggregate borrowings under the credit agreement to $875 million.
Upbound plans to use the incremental proceeds to pay fees and expenses related to the amendment and for working capital and other general corporate purposes, which may include repaying a portion of the loans outstanding under its revolving credit facility. The amendment is documented in the Fourth Amendment to the Term Loan Credit Agreement, which is filed as an exhibit.
IEQ Capital, LLC disclosed ownership of 4,540,625 shares of Upbound Group, Inc. common stock, representing approximately 7.9% of the outstanding shares as of June 30, 2025. The filing states IEQ Capital serves as investment adviser for client accounts holding these shares and reports sole dispositive power over all 4,540,625 shares while retaining sole voting power for 2,765 shares and no shared voting or dispositive power. The percentage is calculated using 57,825,534 shares outstanding reported by the issuer on April 24, 2025.