---
schema_version: "secwatch.filing_event.v1"
accession: "0000933036-25-000170"
form_type: "8-K"
ticker: "UPBD"
cik: "0000933036"
company_name: "UPBOUND GROUP, INC."
filed_at: "2025-11-21T23:59:59+00:00"
generated_at: "2026-05-16T17:50:14.438134+00:00"
event_type: "other"
sentiment: "neutral"
materiality_score: 0.3
calibrated_materiality_score: 0.3
confidence: "high"
source: SEC EDGAR
---

# Upbound Group announces 401(k) plan blackout period Dec 24, 2025 to Jan 25, 2026

## Summary
- 401(k) plan service provider transitioning from JPMorgan/Empower to Fidelity effective Jan 1, 2026.
- Blackout period begins Dec 24, 2025 at 4pm ET and ends during the week of Jan 25, 2026.
- Directors and Section 16 officers prohibited from trading Upbound stock (including options) under SOX.
- The blackout overlaps with the regular Q4 quarterly blackout under the company's insider trading policy.

## SEC filing metadata
- accession: 0000933036-25-000170
- form_type: 8-K
- ticker: UPBD
- cik: 0000933036
- company_name: UPBOUND GROUP, INC.
- filed_at: 2025-11-21T23:59:59+00:00
- event_type: other
- sentiment: neutral
- materiality_score: 0.3
- calibrated_materiality_score: 0.3
- confidence: high
- sec_items: 5.04, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/933036/000093303625000170/0000933036-25-000170-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/933036/000093303625000170/upbd-20251117.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000933036-25-000170
- JSON: https://secwatch.observer/filing/0000933036-25-000170.json
- Plain text: https://secwatch.observer/filing/0000933036-25-000170.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.