Upbound Group, Inc. insider trading
Every open-market purchase and sale by Upbound Group, Inc.'s officers, directors and largest shareholders since November 4, 2021, and what the share price did next.
| Date | Insider | Trade | Shares | Price | Value | 1M after | 3M after | 6M after |
|---|
Does following Upbound Group, Inc.’s insiders pay?
From April 30, 2010 to October 29, 2026, 26 insiders reported 51 open-market purchases and 58 sales not made under a pre-set plan in Upbound Group, Inc. Twelve months after each purchase was reported, the shares were −15.8% against the S&P 500 on average (median −31.6%), over 47 purchases with a full year of prices; 28% beat the index. After sales, the shares moved −15.3% against the index over 12 months (a negative figure means selling was the right call). Buying each purchase the day after it was reported, an equal amount each, held 12 months or until that insider reported a sale, would have turned $10,000 on August 15, 2011 into $10,152 by November 2, 2026, +0.1% a year. It held shares 74% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $57,199 (+12.2% a year), and held throughout $81,860 (+14.8%).
| Insider | Role | Purchases | 12 months after their purchases | Beat the S&P 500 | Sales | 12 months after their sales | Latest report |
|---|---|---|---|---|---|---|---|
| Brown Jeffrey J | Director | 27 | −19.9% (23) | 22% | 0 | — | October 29, 2026 |
| Fadel Mitchell E | Chief Executive Officer | 1 | +4.6% (1) | 100% | 7 | −14.1% (7) | March 2, 2022 |
| Blasquez Anthony J | EVP-RAC | 0 | — | — | 7 | −32.3% (6) | August 26, 2026 |
| Davis Robert Dale | Chief Executive Officer | 5 | −23.9% (5) | 40% | 1 | +1.4% (1) | August 1, 2016 |
| Skula Catherine M | EVP, Chief Development Officer | 0 | — | — | 6 | +5.2% (6) | May 28, 2021 |
| Demarino Theodore V | EVP - Operations | 1 | +28.0% (1) | 100% | 4 | −24.0% (4) | May 23, 2013 |
| Demoss Ronald D | EVP - Gen. Counsel | 0 | — | — | 5 | −17.8% (5) | February 4, 2013 |
| Korst Christopher A | EVP CAO & General Counsel | 1 | −17.3% (1) | 0% | 4 | +11.6% (4) | January 31, 2019 |
| Lentell J V | Director | 1 | +6.3% (1) | 100% | 4 | −15.8% (4) | August 1, 2014 |
| Speese Mark E | Interim CEO | 2 | −22.3% (2) | 0% | 3 | −21.4% (3) | May 10, 2017 |
| Jackson Jeffery M | Director | 4 | −40.4% (4) | 0% | 0 | — | May 3, 2016 |
| Montrone Ralph T. | EVP, Acima | 0 | — | — | 4 | −37.9% (4) | September 12, 2025 |
| Mussat Joel M | EVP-Chief Omnichannel Officer | 0 | — | — | 3 | −15.4% (3) | August 26, 2014 |
| Short Maureen B | CFO | 0 | — | — | 3 | −14.5% (3) | June 11, 2021 |
| Davids Ann L | EVP, Chief Marketing Officer | 0 | — | — | 2 | −66.4% (2) | March 16, 2021 |
| Denman Mark E. | EVP - Acceptance Now | 2 | −32.5% (2) | 0% | 0 | — | February 28, 2017 |
| Gade Michael J | Director | 1 | +94.8% (1) | 100% | 1 | −58.4% (1) | May 20, 2020 |
| Hetrick Christopher B. | Director | 2 | +35.9% (2) | 50% | 0 | — | November 9, 2021 |
| Constant Guy J | EVP - Finance, CFO & Treasurer | 1 | +0.3% (1) | 100% | 0 | — | August 11, 2014 |
| Engaged Capital Flagship Fund, Ltd. | Other | 0 | — | — | 1 | +71.1% (1) | August 22, 2018 |
| Engaged Capital Flagship Master Fund, LP | 10% owner | 1 | −15.8% (1) | 0% | 0 | — | March 23, 2017 |
| Herman Fred E. | EVP Chief Information Officer | 0 | — | — | 1 | +44.6% (1) | January 31, 2019 |
| Karam Fahmi | EVP, Chief Financial Officer | 1 | −44.8% (1) | 0% | 0 | — | March 10, 2025 |
| Pepper Steven L. | Director | 1 | −23.0% (1) | 0% | 0 | — | May 24, 2017 |
| Taylor Transient C | EVP, CHRO | 0 | — | — | 1 | −37.8% (1) | August 28, 2024 |
| West David E. | EVP - Operational Services | 0 | — | — | 1 | +5.8% (1) | February 22, 2011 |
When several insiders traded Upbound Group, Inc.
Months when 2 or more insiders became net buyers, or 3 or more net sellers, of Upbound Group, Inc. in reports dated in the 91 days before the month end, and how the stock did against the S&P 500 from that month end. After the 7 buying crowds with six months of prices, it averaged −2.6% against the index. After 5 selling crowds, −2.1%. One company's history is too short to judge by; the test across every company is the better guide.
| Month | Crowd | 3 months on, vs S&P 500 | 6 months | 12 months |
|---|---|---|---|---|
| March 31, 2025 | 2 buying | +0.9% | −16.3% | −38.5% |
| August 30, 2024 | 3 selling | −2.7% | −28.9% | −36.3% |
| March 31, 2022 | 2 buying | −3.9% | −8.1% | +9.7% |
| November 30, 2021 | 2 buying | −33.0% | −29.6% | −33.1% |
| March 31, 2021 | 4 selling | −15.3% | −7.8% | −70.2% |
| May 29, 2020 | 3 buying | +12.2% | +22.7% | +111.0% |
| February 28, 2019 | 3 selling | +28.9% | +36.3% | +8.4% |
| February 28, 2017 | 2 buying | +27.7% | +41.8% | −29.0% |
| October 30, 2015 | 2 buying | −37.4% | −21.6% | −47.6% |
| August 29, 2014 | 2 buying | +21.0% | −6.9% | −0.9% |
| February 29, 2012 | 3 selling | −0.9% | −1.8% | −7.6% |
| February 28, 2011 | 6 selling | −3.5% | −8.2% | +6.3% |