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. is asking stockholders to vote at its 2026 annual meeting on June 2, 2026 at 8:00 a.m. Central Time in Plano, Texas. Items include electing seven directors, ratifying Deloitte & Touche as auditor, advisory votes on executive pay and its frequency, and approving the 2026 Long-Term Incentive Plan.
Stockholders of record at the close of business on April 7, 2026, when 58,351,797 shares of common stock were outstanding, may vote. The board recommends voting in favor of all proposals and prefers an annual say-on-pay vote. The filing also outlines governance practices, director compensation in cash and deferred stock units, and a pay-for-performance program where 2025 annual cash incentives paid out at 74% of target and performance stock units vested at 50% of target based on three-year relative total shareholder return.
UPBOUND GROUP, INC. executive Kumar Balaji, EVP and Chief Technology Officer, filed an initial Form 3 reporting his beneficial ownership in the company. The filing shows he directly holds 0 shares of common stock as of the reported date and lists no derivative securities.
Kumar Balaji reported acquisition or exercise transactions in this Form 4 filing.
Upbound Group EVP and Chief Technology Officer Kumar Balaji received an equity award of 14,749 shares of common stock in the form of restricted stock units at a reference price of $18.05 per share. These RSUs vest in equal one-third installments on April 1 of each of the next three years, if he remains continuously employed with the company on each vesting date. Following this grant, Balaji directly holds 14,749 shares, including unvested restricted stock units.
BROWN JEFFREY J reported acquisition or exercise transactions in this Form 4 filing.
UPBOUND GROUP, INC. director Jeffrey J. Brown received a grant of 5,410 Director Deferred Stock Units on April 1, 2026 at a reference price of $18.05 per unit. After this award, he holds 162,921 deferred stock units.
Each Director Deferred Stock Unit represents the right to receive one share of UPBOUND common stock. The units are fully vested and non-forfeitable, and the underlying common shares will be issued to Brown when his service on the company’s board of directors ends.
UPBOUND GROUP, INC. director Glenn P. Marino received a grant of 1,801 Director Deferred Stock Units on April 1, 2026. Each unit represents the right to receive one share of common stock. The units are fully vested and non-forfeitable and will convert into common shares when his board service ends, bringing his reported deferred stock unit holdings to 62,924.
LANGENSTEIN MOLLY reported acquisition or exercise transactions in this Form 4 filing.
UPBOUND GROUP, INC. director Molly Langenstein received a grant of 2,000 Director Deferred Stock Units at $18.05 per unit. Each unit represents the right to receive one share of common stock with $0.01 par value. The units are fully vested and non-forfeitable. The common stock will be issued to her after her service on the board ends, and she holds 31,133 units following this grant.
Jain Charu reported acquisition or exercise transactions in this Form 4 filing.
Upbound Group director Charu Jain received a grant of 1,818 Director Deferred Stock Units, each priced at $18.05. These units are fully vested and non-forfeitable and represent the right to receive one share of common stock for each unit.
Following this grant, Jain holds 24,646 Director Deferred Stock Units. The underlying common stock will be issued only after Jain’s service on the board ends, so this filing reflects compensation rather than an immediate market transaction.
Upbound Group Inc: The Vanguard Group amended its Schedule 13G to report that it beneficially owns 0 shares (0%) of Common Stock. The amendment explains an internal realignment effective 01/12/2026 and cites "SEC Release No. 34-39538 (January 12, 1998)" as the basis for disaggregated reporting. The filing is signed 03/27/2026 by Ashley Grim, Head of Global Fund Administration.
Upbound Group, Inc. director and Chief Executive Officer Karam Fahmi reported a tax-related share disposition. On February 26, 2026, 1,211 shares of common stock were withheld at $21.54 per share to cover taxes on time-based restricted stock units that vested after two years of continuous employment.
Following this tax-withholding disposition, Fahmi directly held 254,505 shares of Upbound Group common stock, which the filing states includes both common shares and unvested restricted stock units.