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.
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, 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.