Welcome to our dedicated page for UPBOUND GRP SEC filings (Ticker: UPBD), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Upbound Group, Inc. (NASDAQ: UPBD) SEC filings page on Stock Titan provides access to the company’s official disclosures filed with the U.S. Securities and Exchange Commission. These documents offer detailed information about Upbound’s financial condition, capital structure, governance and material events as it operates a platform for accessible and inclusive financial and lease-to-own solutions.
Among the key filings available are Current Reports on Form 8‑K, which Upbound uses to report significant developments. For example, 8‑K filings dated July 31, 2025 and October 30, 2025 reference press releases and investor presentations announcing quarterly financial results, incorporating those materials by reference. Another 8‑K dated August 19, 2025 describes an amendment to the company’s Term Loan Credit Agreement, including an extension of the maturity date and incremental commitments, and explains that proceeds may be used for working capital and other general corporate purposes.
Filings also document governance and leadership changes. An 8‑K filed on October 30, 2025 details the appointment of a new Executive Vice President – Chief Financial Officer, including background information and key terms of the executive’s offer letter and incentive opportunities. Another 8‑K filed on November 21, 2025 describes a temporary blackout period for the Upbound 401(k) Retirement Savings Plan in connection with a transition of plan administration, and explains trading restrictions on directors and executive officers under Section 306 of the Sarbanes‑Oxley Act and SEC Regulation BTR.
Through Stock Titan, users can view these SEC filings alongside AI-powered summaries that explain the purpose and implications of each document in plain language. Real-time updates from EDGAR help ensure that new 8‑K reports, as well as other forms such as 10‑K annual reports, 10‑Q quarterly reports and Form 4 insider transaction filings when available, are quickly reflected. This allows investors and researchers to review Upbound’s regulatory history, understand changes in its financing arrangements, monitor leadership and governance developments, and interpret complex disclosures more efficiently.
Upbound Group, Inc. (UPBD) furnished quarterly materials announcing financial results for the quarter ended September 30, 2025. The company released a press release and detailed earnings information, and provided an investor presentation. These materials are attached as Exhibits 99.1, 99.2, and 99.3 under Items 2.02 and 7.01, and are expressly furnished, not filed, under the Exchange Act.
Upbound Group (UPBD) appointed Hal Khouri as Executive Vice President – Chief Financial Officer, effective November 10, 2025. He will report to CEO Fahmi Karam, who had been serving as interim CFO since June 2025. Khouri brings 30+ years in consumer finance, most recently as CFO of goeasy Ltd., with prior CFO roles at Walmart Canada Bank and JPMorgan Chase Canada Bank.
Key compensation terms include a $675,000 base salary, a target annual bonus equal to 60% of salary (prorated for 2025), a $1,500,000 RSU sign‑on award vesting over three years, and eligibility for annual long-term incentives equal to 170% of salary starting in February 2026.
Upbound Group (UPBD) Form 4: A director acquired 234 Director Deferred Stock Units on 10/21/2025 at $22.37 each. Each unit represents the right to receive one share of common stock and is fully vested, with shares deliverable upon termination of board service.
Following the transaction, the director beneficially owned 12,360 derivative securities, held directly.
Upbound Group, Inc. (UPBD) reported a Form 4 insider transaction for a director. On 10/21/2025, the reporting person acquired 358 Director Deferred Stock Units at $22.37 per unit.
Each unit represents the right to receive one share of common stock. The units are fully vested and non-forfeitable, with common shares to be issued upon the director’s termination of board service. Following the transaction, derivative securities beneficially owned totaled 18,315, held directly. The filing was made by one reporting person in the capacity of Director.
Upbound Group, Inc. (UPBD) disclosed a director’s Form 4 showing an acquisition of 168 Director Deferred Stock Units on 10/21/2025. The filing lists a $22.37 price for the derivative security and shows 39,284 derivative securities beneficially owned following the transaction, held directly.
Each Director Deferred Stock Unit is fully vested, non‑forfeitable, and represents the right to receive one share of common stock. The common shares will be issued to the reporting person upon the termination of their service on the board.
Upbound Group, Inc. (UPBD) reported a Form 4 for a company director. On 10/21/2025, the director acquired 813 Director Deferred Stock Units (transaction code A) at a price of $22.37 per derivative security. Following this transaction, the director beneficially owned 49,925 derivative securities, held directly.
Each Director Deferred Stock Unit represents the right to receive one share of common stock. These units are fully vested and non-forfeitable, and the common stock will be issued to the reporting person upon termination of their service on the board of directors.
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
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.