UPBOUND GROUP, INC.·4

Feb 27, 4:31 PM ET

Montrone Ralph T. 4

4 · UPBOUND GROUP, INC. · Filed Feb 27, 2026

Research Summary

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UPBOUND (UPBD) EVP Ralph Montrone Withholds 874 Shares for Taxes

What Happened Ralph T. Montrone, Executive Vice President of Acima at Upbound Group, had 874 shares withheld on February 26, 2026 to satisfy tax withholding obligations. The withholding was recorded at $21.54 per share, totaling $18,826. This was a routine tax-withholding related to vested restricted stock units (RSUs), not an open-market sale or purchase.

Key Details

  • Transaction date and price: 2026-02-26; 874 shares withheld at $21.54/share (total ~$18,826).
  • Shares owned after transaction: Not specified in the provided filing.
  • Footnotes: F1 — Shares were withheld to cover taxes on time‑based RSUs that vested upon completion of two years of continuous employment from the grant date (Feb 26, 2024). F2 — Ownership figures in the filing include both common stock and unvested RSUs.
  • Filing timeliness: Form 4 filed 2026-02-27 reporting the 2026-02-26 transaction — appears timely.

Context This transaction reflects share withholding to satisfy tax obligations on vested RSUs (a common, routine corporate practice), not a market sale that signals a view on the stock. Tax-withholding reduces the net shares the insider receives upon vesting; it does not necessarily indicate insider sentiment about the company’s prospects.

Insider Transaction Report

Form 4
Period: 2026-02-26
Transactions
  • Tax Payment

    COMMON STOCK

    [F1][F2]
    2026-02-26$21.54/sh874$18,82666,949 total
Footnotes (2)
  • [F1]Number of shares withheld to cover taxes with respect to time-based restricted stock units which vested on February 26, 2026 (upon completion of two years of continuous employment from grant date of February 26, 2024).
  • [F2]Includes shares of common stock and unvested restricted stock units.
Signature
/s/ Bryan Pechersky, attorney-in-fact|2026-02-27

Documents

1 file
  • 4
    wk-form4_1772227915.xmlPrimary

    FORM 4