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.
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.
SEC Form 4 – Upbound Group, Inc. (UPBD)
Director Glenn P. Marino reported one insider transaction dated 07/08/2025. He acquired 672 Director Deferred Stock Units (DDSUs) at a reference price of $25.66 per unit. Each DDSU is fully vested and represents the right to receive one share of UPBD common stock when his board service ends. After this award, the director beneficially owns 47,737 DDSUs, held directly. No sales, dispositions, or non-derivative common-stock transactions were disclosed.
The filing reflects routine board equity compensation; no changes to voting power, control, or cash flow are indicated.
On 07/09/2025, Upbound Group, Inc. (UPBD) filed a Form 4 reporting that director Molly Langenstein acquired 280 Director Deferred Stock Units (DSUs) on 07/08/2025 at an implied value of $25.66 per unit. Each DSU is fully vested and entitles the holder to receive one share of UPBD common stock upon the director’s departure from the board.
Following this routine equity grant, Langenstein’s total beneficial ownership increased to 16,430 DSUs, held directly. No shares were sold, and there were no changes to common-stock holdings beyond this award. The filing reflects standard director compensation rather than a discretionary market transaction.
Upbound Group, Inc. (UPBD) – Form 4 filing dated 07/09/2025
Director Charu Jain reported one transaction on 07/08/2025 involving 176 Director Deferred Stock Units (DSUs) under the company’s non-employee director compensation plan. The transaction was coded “A” (acquisition) and carries an indicated price of $25.66 per underlying share. Each DSU is fully vested, non-forfeitable and converts into one share of common stock when the director’s board service ends.
Following the grant, Jain’s total beneficial ownership of derivative securities tied to UPBD common stock stands at 10,737 DSUs, held directly. No common shares were sold or otherwise disposed of, and no additional derivative instruments were reported.
The filing represents a routine, board-level equity award; it does not announce any corporate events, operational changes or earnings information. Market impact is expected to be minimal.