Director Carol A. McFate filed a Form 4 with the SEC on October 29, 2026, disclosing the acquisition of 244 Director Deferred Stock Units in Upbound Group, Inc. (NASDAQ:UPBD) on October 27, 2026.

Key Highlights

  • Reporting person: Carol A. McFate, serving as a Director of Upbound Group, Inc.
  • Transaction: Acquisition (code A) of 244 Director Deferred Stock Units on October 27, 2026.
  • Price: Each unit was recorded at $16.99 per underlying share of common stock.
  • Post-transaction holdings: McFate beneficially owns 48,406 Director Deferred Stock Units following the transaction, held directly.
  • Unit terms: Each Director Deferred Stock Unit represents the right to receive one share of common stock, par value $0.01, and the units are fully vested and non-forfeitable.
  • Settlement trigger: Common stock will be issued to McFate upon termination of her service as a board member.

Director McFate's October 2026 Deferred Stock Unit Award at Upbound Group

According to the Form 4 filed on October 29, 2026, Carol A. McFate, a Director of Upbound Group, Inc. (NASDAQ:UPBD), acquired 244 Director Deferred Stock Units on October 27, 2026. The transaction is reported in Table II as a derivative security acquisition with transaction code "A," indicating an acquisition rather than a disposition.

The filing discloses that each Director Deferred Stock Unit represents the right to receive one share of Upbound Group common stock, par value $0.01 per share. According to the filing's explanation of responses, the units acquired in this transaction "are fully vested and non-forfeitable," and the underlying common stock will be issued to McFate "upon the termination of their service as a member of the issuer's board of directors." The price of the derivative security is listed as $16.99 per underlying share.

Following this transaction, the filing reports McFate's total beneficial ownership of Director Deferred Stock Units stands at 48,406, held directly. The Form 4 was signed by Andrew West as attorney-in-fact on October 29, 2026, and indicates it was filed by one reporting person.

What Was Disclosed

The filing reports Director Carol A. McFate's acquisition of 244 Director Deferred Stock Units in Upbound Group, Inc. on October 27, 2026, at $16.99 per underlying share, bringing her total directly held units to 48,406.