Upbound Group (NASDAQ: UPBD) CTO reports zero share ownership

Rhea-AI Filing Summary

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.

Insider Trade Summary

1 transaction reported

Mixed 1 txn

Insider Kumar Balaji

Role EVP, Chief Technology Officer

Type	Security	Shares	Price	Value
holding	COMMON STOCK	--	--	--

Holdings After Transaction: COMMON STOCK — 0 shares (Direct)

Footnotes (1)

Key Figures

Common stock held: 0 shares Form type: Form 3 Reporting person role: EVP, Chief Technology Officer

3 metrics

Common stock held 0 shares Total shares of common stock following the reported date

Form type Form 3 Initial statement of beneficial ownership for UPBOUND GROUP, INC.

Reporting person role EVP, Chief Technology Officer Officer title of Kumar Balaji at UPBOUND GROUP, INC.

Key Terms

Form 3, beneficial ownership, COMMON STOCK

3 terms

Form 3 regulatory

"filed an initial Form 3 reporting his beneficial ownership"

Form 3 is the initial public filing that officers, directors and large shareholders must submit to report their ownership of a company’s securities when they become insiders. It acts like an opening inventory sheet that gives investors a starting point to see who holds significant stakes and to spot later trades or potential conflicts of interest, helping assess insider confidence and transparency.

beneficial ownership financial

"filed an initial Form 3 reporting his beneficial ownership in the company"

Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.

COMMON STOCK financial

""security_title": "COMMON STOCK""

Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.

Understanding Insider Trading Forms →

SEC Form 3

FORM 3

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0104
Estimated average burden
hours per response:			0.5

1. Name and Address of Reporting Person^*

Kumar Balaji

(Last) (First) (Middle)

5501 HEADQUARTERS DRIVE

(Street)

PLANO TEXAS 75024

(City) (State) (Zip)

UNITED STATES

(Country)

2. Date of Event Requiring Statement (Month/Day/Year)
03/30/2026

3. Issuer Name and Ticker or Trading Symbol
UPBOUND GROUP, INC. [ UPBD ]

3a. Foreign Trading Symbol

5. If Amendment, Date of Original Filed (Month/Day/Year)

4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	EVP, Chief Technology Officer

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4)	2. Amount of Securities Beneficially Owned (Instr. 4)	3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	4. Nature of Indirect Beneficial Ownership (Instr. 5)
COMMON STOCK	0	D

Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4)	2. Date Exercisable and Expiration Date (Month/Day/Year)		3. Title and Amount of Securities Underlying Derivative Security (Instr. 4)		4. Conversion or Exercise Price of Derivative Security	5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	6. Nature of Indirect Beneficial Ownership (Instr. 5)
	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

Remarks:

Power of Attorney (Exhibit)

	/s/ Bryan Pechersky, attorney-in-fact	04/02/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 3: SEC 1473 (03-26)

FAQ

What does Kumar Balaji’s Form 3 for UPBD report?

The Form 3 for UPBOUND GROUP, INC. reports that EVP and Chief Technology Officer Kumar Balaji currently holds 0 shares of common stock. It is an initial statement of beneficial ownership and shows no derivative securities positions.

Does UPBD executive Kumar Balaji own any common stock according to this Form 3?

According to the Form 3, UPBOUND GROUP, INC. executive Kumar Balaji directly owns 0 shares of common stock. The filing’s holding entry lists no share count and shows total shares following the reported date as zero.

Are any derivative securities reported for UPBD’s Kumar Balaji on this Form 3?

No derivative securities are reported for Kumar Balaji in this Form 3 for UPBOUND GROUP, INC. The derivativeSummary is empty, indicating no listed options, warrants, or other derivative positions at the time of the filing.

What role does the reporting person on this UPBD Form 3 hold?

The reporting person, Kumar Balaji, is identified as EVP, Chief Technology Officer of UPBOUND GROUP, INC. This officer status is disclosed in the Form 3 metadata along with the absence of beneficial ownership in common stock.

Does this UPBD Form 3 show any insider buying or selling activity?

The Form 3 for UPBOUND GROUP, INC. shows no insider buying or selling by Kumar Balaji. It is categorized as a holding entry with an unknown transaction code and reports zero shares owned after the reported date.