UPBOUND GROUP, INC.·4

Feb 12, 4:37 PM ET

Taylor Transient C 4

4 · UPBOUND GROUP, INC. · Filed Feb 12, 2026

Research Summary

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Upbound (UPBD) EVP/CHRO Taylor Transient Receives Award; Tax Withholding

What Happened

  • Taylor Transient C, Executive Vice President and CHRO of Upbound Group, received an award of 6,615 shares on February 10, 2026 (reported on Feb 12). The award is valued at $20.70 per share, totaling $136,931.
  • Of those shares, 2,936 were withheld to satisfy tax withholding obligations (reported as a disposition) at the same $20.70 per-share value, equivalent to $60,775. Net shares delivered to the insider from this vesting event were 3,679 shares.

Key Details

  • Transaction date: February 10, 2026; filing date: February 12, 2026 (filed 2 days after the transaction).
  • Award (code A): 6,615 shares @ $20.70 — $136,931 value.
  • Tax withholding (code F): 2,936 shares withheld @ $20.70 — $60,775 value (treated as a disposition to cover taxes).
  • Net new shares received: 3,679 (6,615 awarded minus 2,936 withheld).
  • Shares owned after transaction: not specified in the provided excerpt; filing notes that reported holdings include common stock and unvested restricted stock units.
  • Footnotes: The award reflects performance-based restricted stock units granted Feb 24, 2023; the company’s relative TSR for the three-year period ending Dec 31, 2025 ranked in the 33rd percentile, resulting in 50% vesting of those performance-based RSUs. The withheld shares were to cover tax liabilities on the vested units.

Context

  • This was a vesting/award event (not an open-market purchase or speculative sale). The withholding of shares to pay taxes is routine and common when restricted stock units vest (a form of “net settlement”).
  • The award was performance-based; only 50% of the original performance RSUs vested due to the company’s relative TSR outcome as described in the filing.

Insider Transaction Report

Form 4
Period: 2026-02-10
Transactions
  • Award

    COMMON STOCK

    [F1][F2]
    2026-02-10$20.70/sh+6,615$136,93127,514 total
  • Tax Payment

    COMMON STOCK

    [F3][F2]
    2026-02-10$20.70/sh2,936$60,77524,578 total
Footnotes (3)
  • [F1]The Company's relative TSR over the three-year measurement period ending December 31, 2025, established in connection with performance-based restricted stock units granted to the reporting person on February 24, 2023, ranked in the 33rd percentile, resulting in the vesting of 50% of such performance-based restricted stock units.
  • [F2]Includes shares of common stock and unvested restricted stock units.
  • [F3]Number of shares withheld to cover taxes with respect to performance-based restricted stock units which vested on February 10, 2026.
Signature
/s/ Bryan Pechersky, attorney-in-fact|2026-02-12

Documents

1 file
  • 4
    wk-form4_1770932234.xmlPrimary

    FORM 4