Upbound Group, Inc.
US ˙ NasdaqGS ˙ US76009N1000

Introduction

This page provides a comprehensive analysis of the known insider trading history of Ronald D Demoss. Insiders are officers, directors, or significant investors in a company. It is illegal for insiders to make trades in their companies based on specific, non-public information. This does not mean it is illegal for them to make any trades in their own companies. However, they must report all trades to the SEC via a Form 4. Despite these restrictions, academic research suggests that insiders - in general - tend to outperform the market in their own companies.

Average Trade Profitability

The average trade profitability is the average return of all the open market purchases made by the insider in the last three years. To calculate this, we examine every open-market, unplanned purchase made by the insider, excluding all trades that were marked as part of a 10b5-1 trading plan. We then calculate the average performance of those trades over 3, 6, and 12 months, averaging each of those durations to generate a final performance metric for each trade. Finally, we average all of the performance metrics to calculate a performance metric for the insider. This list only includes insiders that have made at least three trades in the last two years.

If this insiders trade profitability is "N/A", then the insider either has not made any open-market purchases in the last three years, or the trades they’ve made are too recent to calculate a reliable performance metric.

Update Frequency: Daily

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Companies with Reported Insider Positions

The SEC filings indicate Ronald D Demoss has reported holdings or trades in the following companies:

Security Title Latest Reported Holdings
US:RCII / Upbound Group Inc EVP - Gen. Counsel 13,316
How to Interpret the Charts

The following charts show the stock performance of securities subsequent to each open-market, non-planned trade made by Ronald D Demoss. Non-planned trade are trades that were not made as part of a 10b5-1 trading plan. The stock performance is charted as cumulative percent change in share price. For example, if an insider trade was made on January 1, 2019, the chart will show the daily percent change of the security to the present day. If the share price were to go from $10 to $15 during this time, the cumulative percent change in share price would be 50%. A change in price from $10 to $20 would be 100%, and a change in price of $10 to $5 would be -50%.

Ultimately, we are trying to determine how closely the insider’s trades correlate to excess returns (positive or negative) in the share price in order to see if the insider is timing their trades to profit from insider information. Consider the situation where an insider was doing this. In this situation, we would expect either (a) positive returns after purchases, or (b) negative returns after sales. In the case of (a), the PURCHASE chart would show a series of upwardly sloping curves, indicating positive returns after each purchase transaction. In the case of (b), the SALE chart would show a series of downward sloping curves, indicating negative returns after each sale transaction.

However, this alone is not enough to draw conclusions. If, for example, the share price of the company was in a non-cyclical climb over many years, then we would expect all the post-purchase plots to be upwardly sloping. Likewise, non-cyclical declines over many years would result in downward sloping post-trade plots. Neither of these charts would suggest insider trading activity.

The strongest indicator would be a situation where the share price was extremely cyclical, and there were both positive signals in the PURCHASE chart and negative plots on the SALE chart. This situation would be highly suggestive of an insider that was timing trades to their financial advantage.

Insider Purchases UPBD / Upbound Group, Inc. - Short Term Profit Analysis

In this section, we analyze the profitability of every unplanned, open-market insider purchase made in UPBD / Upbound Group, Inc.. This analysis helps to understand if the insider consistently generates abnormal returns, and is worth following. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market purchases that were not part of an automatic trading plan.

Trade Date Ticker Insider Reported
Shares		 Reported
Price		 Adjusted
Shares		 Adjusted
Price		 Cost Basis Days to
Max		 Price at
Max		 Max
Profit ($)		 Max Return (%)
There are no known unplanned open-market trades for this insider and security combination

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

UPBD / Upbound Group, Inc. Insider Trades
Insider Sales UPBD / Upbound Group, Inc. - Short Term Loss Analysis

In this section, we analyze the short-term loss avoidance of every unplanned, open-market insider sale made in UPBD / Upbound Group, Inc.. A consistent pattern of loss avoidance may suggest that future sale transactions may predict declines in price. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market sales that were not part of an automatic trading plan.

Trade Date Ticker Insider Reported
Shares		 Reported
Price		 Adjusted
Shares		 Adjusted
Price		 Cost Basis Days to
Min		 Price at
Min		 Max Loss
Avoided ($)		 Max Loss
Avoided (%)
2013-01-31 RCII DEMOSS RONALD D 4,836 35.3807 4,836 35.3807 171,101 363 24.1800 -54,167 -31.66
2013-01-31 RCII DEMOSS RONALD D 5,708 35.3819 5,708 35.3819 201,960
2012-02-21 RCII DEMOSS RONALD D 6,241 35.5400 6,241 35.5400 221,805
2012-02-06 RCII DEMOSS RONALD D 13,537 34.7607 13,537 34.7607 470,556

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

UPBD / Upbound Group, Inc. Insider Trades
Insider Trading History

This table shows the complete list of insider trades made by Ronald D Demoss as disclosed to the Securities Exchange Commission (SEC).

File Date Tran Date Form Ticker Security Code 10b5-1 Shares Remaining Shares Percent
Change		 Share
Price		 Tran
Value		 Remaining
Value
2014-02-04 2014-01-31 4 RCII RENT A CENTER INC DE
Employee Stock Option (Right to Purchase) 		A - Award 13,316 13,316
2014-02-04 2014-01-31 4 RCII RENT A CENTER INC DE
Common 		F - Taxes -660 7,916 -7.70 24.94 -16,460 197,425
2014-02-04 2014-01-31 4 RCII RENT A CENTER INC DE
Common 		A - Award 2,836 8,576 49.41
2013-02-04 2013-01-31 4 RCII RENT A CENTER INC DE
Employee Stock Option (Right to Purchase) 		A - Award 8,518 8,518
2013-02-04 2013-01-31 4 RCII RENT A CENTER INC DE
Employee Stock Option (Right to Purchase) 		M - Exercise -1,469 2,939 -33.33
2013-02-04 2013-01-31 4 RCII RENT A CENTER INC DE
Employee Stock Option (Right to Purchase) 		M - Exercise -1,942 0 -100.00
2013-02-04 2013-01-31 4 RCII RENT A CENTER INC DE
Employee Stock Option (Right to Purchase) 		M - Exercise -1,425 1,424 -50.02
2013-02-04 2013-01-31 4 RCII RENT A CENTER INC DE
Common 		S - Sale -5,708 5,740 -49.86 35.38 -201,960 203,092
2013-02-04 2013-01-31 4 RCII RENT A CENTER INC DE
Common 		S - Sale -4,836 11,448 -29.70 35.38 -171,101 405,038
2013-02-04 2013-01-31 4 RCII RENT A CENTER INC DE
Common 		M - Exercise 1,425 16,284 9.59 19.70 28,072 320,795
2013-02-04 2013-01-31 4 RCII RENT A CENTER INC DE
Common 		M - Exercise 1,469 14,859 10.97 29.91 43,938 444,433
2013-02-04 2013-01-31 4 RCII RENT A CENTER INC DE
Common 		M - Exercise 1,942 13,390 16.96 15.37 29,849 205,804
2013-02-04 2013-01-31 4 RCII RENT A CENTER INC DE
Common 		A - Award 1,944 11,448 20.45
2013-01-31 2013-01-29 4 RCII RENT A CENTER INC DE
Common 		F - Taxes -1,553 9,504 -14.05 34.33 -53,314 326,272
2013-01-31 2013-01-29 4 RCII RENT A CENTER INC DE
Common 		F - Taxes -602 11,057 -5.16 34.33 -20,667 379,587
2013-01-31 2013-01-29 4 RCII RENT A CENTER INC DE
Common 		A - Award 5,514 11,659 89.73
2012-02-22 2012-02-21 4 RCII RENT A CENTER INC DE
Common 		S - Sale -6,241 6,145 -50.39 35.54 -221,805 218,393
2012-02-06 2012-02-06 4 RCII RENT A CENTER INC DE
Employee Stock Option (Right to Purchase) 		M - Exercise -1,470 4,408 -25.01
2012-02-06 2012-02-06 4 RCII RENT A CENTER INC DE
Employee Stock Option (Right to Purchase) 		M - Exercise -5,829 1,942 -75.01
2012-02-06 2012-02-06 4 RCII RENT A CENTER INC DE
Employee Stock Option (Right to Purchase) 		M - Exercise -1,763 0 -100.00
2012-02-06 2012-02-06 4 RCII RENT A CENTER INC DE
Employee Stock Option (Right to Purchase) 		M - Exercise -2,850 2,849 -50.01
2012-02-06 2012-02-06 4 RCII RENT A CENTER INC DE
Common 		S - Sale -13,537 12,386 -52.22 34.76 -470,556 430,546
2012-02-06 2012-02-06 4 RCII RENT A CENTER INC DE
Common 		M - Exercise 1,470 25,923 6.01 29.91 43,968 775,357
2012-02-06 2012-02-06 4 RCII RENT A CENTER INC DE
Common 		M - Exercise 1,763 24,453 7.77 15.26 26,903 373,153
2012-02-06 2012-02-06 4 RCII RENT A CENTER INC DE
Common 		M - Exercise 2,850 22,690 14.36 19.70 56,145 446,993
2012-02-06 2012-02-06 4 RCII RENT A CENTER INC DE
Common 		M - Exercise 5,829 19,840 41.60 15.37 89,592 304,941
2012-02-01 2012-01-31 4 RCII RENT A CENTER INC DE
Employee Stock Option (Right to Purchase) 		A - Award 6,770 6,770
2012-02-01 2012-01-31 4 RCII RENT A CENTER INC DE
Common 		A - Award 1,765 14,011 14.41
2012-01-30 2012-01-27 4 RCII RENT A CENTER INC DE
Common 		A - Award 3,504 12,246 40.08
P
Open market or private purchase of non-derivative or derivative security
S
Open market or private sale of non-derivative or derivative security
A
Grant, award, or other acquisition of securities from the company (such as an option)
C
Conversion of derivative
D
Sale or transfer of securities back to the company
F
Payment of exercise price or tax liability using portion of securities received from the company
G
Gift of securities by or to the insider
K
Equity swaps and similar hedging transactions
M
Exercise or conversion of derivative security received from the company (such as an option)
V
A transaction voluntarily reported on Form 4
J
Other (accompanied by a footnote describing the transaction)