Upbound Group, Inc.
US ˙ NasdaqGS ˙ US76009N1000

Introduction

This page provides a comprehensive analysis of the known insider trading history of Mitchell E Fadel. 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 Mitchell E Fadel has reported holdings or trades in the following companies:

Security Title Latest Reported Holdings
US:UPBD / Upbound Group, Inc. Chief Executive Officer, Director 829,689
How to Interpret the Charts

The following charts show the stock performance of securities subsequent to each open-market, non-planned trade made by Mitchell E Fadel. 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 (%)
2022-03-01 RCII FADEL MITCHELL E 40,000 27.0800 40,000 27.0800 1,083,200 168 31.2200 165,600 15.29

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 (%)
2021-06-14 RCII FADEL MITCHELL E 500 64.1100 500 64.1100 32,055 365 23.4900 -20,310 -63.36
2021-06-09 RCII FADEL MITCHELL E 27,120 64.3700 27,120 64.3700 1,745,714
2014-04-28 RCII FADEL MITCHELL E 34,508 29.7867 34,508 29.7867 1,027,879
2014-04-28 RCII FADEL MITCHELL E 41,036 29.5516 41,036 29.5516 1,212,679
2012-07-27 RCII FADEL MITCHELL E 41,198 36.2500 41,198 36.2500 1,493,428

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 Mitchell E Fadel 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
2025-02-26 2025-02-26 4 UPBD UPBOUND GROUP, INC.
COMMON STOCK 		F - Taxes -5,870 829,689 -0.70 27.33 -160,427 22,675,400
2025-02-26 2025-02-25 4 UPBD UPBOUND GROUP, INC.
COMMON STOCK 		F - Taxes -6,215 835,559 -0.74 26.45 -164,387 22,100,536
2025-02-26 2025-02-24 4 UPBD UPBOUND GROUP, INC.
COMMON STOCK 		F - Taxes -6,701 841,774 -0.79 26.56 -177,979 22,357,517
2025-02-26 2025-02-24 4 UPBD UPBOUND GROUP, INC.
COMMON STOCK 		A - Award 59,793 848,475 7.58 26.56 1,588,102 22,535,496
2025-02-13 2025-02-11 4 UPBD UPBOUND GROUP, INC.
COMMON STOCK 		F - Taxes -43,365 788,682 -5.21 29.50 -1,279,268 23,266,119
2025-02-13 2025-02-11 4 UPBD UPBOUND GROUP, INC.
COMMON STOCK 		A - Award 110,001 832,047 15.23 29.50 3,245,030 24,545,386
2024-02-27 2024-02-26 4 UPBD UPBOUND GROUP, INC.
COMMON STOCK 		F - Taxes -3,343 723,142 -0.46 33.80 -112,993 24,442,200
2024-02-27 2024-02-26 4 UPBD UPBOUND GROUP, INC.
COMMON STOCK 		A - Award 44,749 739,393 6.44
2024-02-27 2024-02-25 4 UPBD UPBOUND GROUP, INC.
COMMON STOCK 		F - Taxes -6,215 726,485 -0.85 34.16 -212,304 24,816,728
2024-02-27 2024-02-24 4 UPBD UPBOUND GROUP, INC.
COMMON STOCK 		F - Taxes -6,693 732,700 -0.91 34.16 -228,633 25,029,032
2024-02-15 2024-02-13 4 UPBD UPBOUND GROUP, INC.
COMMON STOCK 		F - Taxes -14,770 694,644 -2.08 34.19 -504,986 23,749,878
2024-02-15 2024-02-13 4 UPBD UPBOUND GROUP, INC.
COMMON STOCK 		A - Award 38,884 709,414 5.80 34.19 1,329,444 24,254,865
2023-02-28 2023-02-26 4 UPBD UPBOUND GROUP, INC.
COMMON STOCK 		F - Taxes -3,245 670,530 -0.48 26.78 -86,901 17,956,793
2023-02-28 2023-02-26 4 UPBD UPBOUND GROUP, INC.
COMMON STOCK 		F - Taxes -13,185 673,775 -1.92 26.78 -353,094 18,043,694
2023-02-28 2023-02-25 4 UPBD UPBOUND GROUP, INC.
COMMON STOCK 		F - Taxes -6,121 686,960 -0.88 25.91 -158,595 17,799,134
2023-02-28 2023-02-24 4 UPBD UPBOUND GROUP, INC.
COMMON STOCK 		A - Award 51,082 693,081 7.96
2023-02-15 2023-02-13 4 RCII RENT A CENTER INC DE
COMMON STOCK 		F - Taxes -20,884 640,903 -3.16 27.11 -566,165 17,374,880
2023-02-15 2023-02-13 4 RCII RENT A CENTER INC DE
COMMON STOCK 		A - Award 67,007 661,787 11.27 27.11 1,816,560 17,941,046
2022-04-05 2022-04-01 4 RCII RENT A CENTER INC DE
COMMON STOCK 		F - Taxes -13,198 594,780 -2.17 25.19 -332,458 14,982,508
2022-03-02 2022-03-01 4 RCII RENT A CENTER INC DE
COMMON STOCK 		P - Purchase 40,000 607,978 7.04 27.08 1,083,200 16,464,044
2022-03-01 2022-02-26 4 RCII RENT A CENTER INC DE
COMMON STOCK 		F - Taxes -3,245 569,392 -0.57 29.39 -95,371 16,734,431
2022-03-01 2022-02-25 4 RCII RENT A CENTER INC DE
COMMON STOCK 		A - Award 48,557 572,637 9.27 29.05 1,410,581 16,635,105
2022-02-16 2022-02-14 4 RCII RENT A CENTER INC DE
COMMON STOCK 		F - Taxes -101,765 524,080 -16.26 38.94 -3,962,729 20,407,675
2022-02-16 2022-02-14 4 RCII RENT A CENTER INC DE
COMMON STOCK 		A - Award 268,370 625,845 75.07 38.94 10,450,328 24,370,404
2021-06-16 2021-06-14 4 RCII RENT A CENTER INC DE
Employee Stock Option (Right to Purchase) 		M - Exercise -500 80,197 -0.62
2021-06-16 2021-06-14 4 RCII RENT A CENTER INC DE
COMMON STOCK 		S - Sale -500 357,475 -0.14 64.11 -32,055 22,917,722
2021-06-16 2021-06-14 4 RCII RENT A CENTER INC DE
COMMON STOCK 		M - Exercise 500 357,975 0.14 8.22 4,110 2,942,554
2021-06-11 2021-06-09 4 RCII RENT A CENTER INC DE
Employee Stock Option (Right to Purchase) 		M - Exercise -27,120 80,697 -25.15
2021-06-11 2021-06-09 4 RCII RENT A CENTER INC DE
COMMON STOCK 		S - Sale -27,120 357,475 -7.05 64.37 -1,745,714 23,010,666
2021-06-11 2021-06-09 4 RCII RENT A CENTER INC DE
COMMON STOCK 		M - Exercise 27,120 384,595 7.59 8.22 222,926 3,161,371
2021-03-02 2021-02-26 4 RCII RENT A CENTER INC DE
COMMON STOCK 		A - Award 24,995 357,475 7.52
2021-02-24 2021-02-23 4 RCII RENT A CENTER INC DE
COMMON STOCK 		F - Taxes -19,148 332,480 -5.45 54.50 -1,043,566 18,120,160
2021-02-24 2021-02-23 4 RCII RENT A CENTER INC DE
COMMON STOCK 		F - Taxes -153,061 351,628 -30.33 54.50 -8,341,824 19,163,726
2021-02-24 2021-02-23 4 RCII RENT A CENTER INC DE
COMMON STOCK 		A - Award 388,978 504,689 336.16
2020-02-28 2020-02-26 4 RCII RENT A CENTER INC DE
Employee Stock Option (Right to Purchase) 		A - Award 120,991 120,991
2020-02-28 2020-02-26 4 RCII RENT A CENTER INC DE
Common 		A - Award 33,508 115,711 40.76
2019-04-03 2019-04-03 4 RCII RENT A CENTER INC DE
Common 		A - Award 33,541 82,203 68.93
2019-04-03 2019-04-01 4 RCII RENT A CENTER INC DE
Employee Stock Option (Right to Purchase) 		A - Award 75,027 75,027
2018-02-27 2018-02-23 4 RCII RENT A CENTER INC DE
Employee Stock Option (Right to Purchase) 		A - Award 107,817 107,817
2018-02-27 2018-02-23 4 RCII RENT A CENTER INC DE
Common 		A - Award 48,662 48,662
2018-01-04 2018-01-02 4 RCII RENT A CENTER INC DE
Director Deferred Stock Unit 		A - Award 5,256 5,256
2017-03-23 3 RCII RENT A CENTER INC DE
Common Stock 		0
2015-02-09 2015-02-06 4 RCII RENT A CENTER INC DE
Employee Stock Option (Right to Purchase) 		A - Award 23,722 23,722
2015-02-09 2015-02-06 4 RCII RENT A CENTER INC DE
Common 		A - Award 7,446 30,645 32.10
2015-02-03 2015-01-31 4 RCII RENT A CENTER INC DE
Common 		F - Taxes -1,565 23,199 -6.32 34.28 -53,648 795,262
2014-04-29 2014-04-28 4 RCII RENT A CENTER INC DE
Employee Stock Option (Right to Purchase) 		M - Exercise -20,459 0 -100.00
2014-04-29 2014-04-28 4 RCII RENT A CENTER INC DE
Employee Stock Option (Right to Purchase) 		M - Exercise -14,049 0 -100.00
2014-04-29 2014-04-28 4 RCII RENT A CENTER INC DE
Common 		S - Sale -41,036 24,764 -62.36 29.55 -1,212,679 731,816
2014-04-29 2014-04-28 4 RCII RENT A CENTER INC DE
Common 		S - Sale -34,508 65,800 -34.40 29.79 -1,027,879 1,959,965
2014-04-29 2014-04-28 4 RCII RENT A CENTER INC DE
Common 		M - Exercise 14,049 100,308 16.29 19.70 276,765 1,976,068
2014-04-29 2014-04-28 4 RCII RENT A CENTER INC DE
Common 		M - Exercise 20,459 86,259 31.09 15.37 314,455 1,325,801
2014-02-04 2014-01-31 4 RCII RENT A CENTER INC DE
Employee Stock Option (Right to Purchase) 		A - Award 45,173 45,173
2014-02-04 2014-01-31 4 RCII RENT A CENTER INC DE
Common 		F - Taxes -1,575 65,800 -2.34 24.94 -39,280 1,641,052
2014-02-04 2014-01-31 4 RCII RENT A CENTER INC DE
Common 		A - Award 9,620 67,375 16.66
2013-02-04 2013-01-31 4 RCII RENT A CENTER INC DE
Employee Stock Option (Right to Purchase) 		A - Award 29,457 29,457
2013-02-04 2013-01-31 4 RCII RENT A CENTER INC DE
Common 		A - Award 6,723 57,755 13.17
2013-01-31 2013-01-29 4 RCII RENT A CENTER INC DE
Common 		F - Taxes -3,580 51,032 -6.56 34.33 -122,901 1,751,929
2013-01-31 2013-01-29 4 RCII RENT A CENTER INC DE
Common 		F - Taxes -1,484 54,612 -2.65 34.33 -50,946 1,874,830
2013-01-31 2013-01-29 4 RCII RENT A CENTER INC DE
Common 		A - Award 13,591 56,096 31.98
2012-07-30 2012-07-27 4 RCII RENT A CENTER INC DE
Employee Stock Option (Right to Purchase) 		M - Exercise -7,790 0 -100.00
2012-07-30 2012-07-27 4 RCII RENT A CENTER INC DE
Employee Stock Option (Right to Purchase) 		M - Exercise -22,345 0 -100.00
2012-07-30 2012-07-27 4 RCII RENT A CENTER INC DE
Employee Stock Option (Right to Purchase) 		M - Exercise -11,063 0 -100.00
2012-07-30 2012-07-27 4 RCII RENT A CENTER INC DE
Common 		S - Sale -41,198 42,505 -49.22 36.25 -1,493,428 1,540,806
2012-07-30 2012-07-27 4 RCII RENT A CENTER INC DE
Common 		M - Exercise 7,790 83,703 10.26 28.81 224,430 2,411,483
2012-07-30 2012-07-27 4 RCII RENT A CENTER INC DE
Common 		M - Exercise 11,063 75,913 17.06 19.52 215,950 1,481,822
2012-07-30 2012-07-27 4 RCII RENT A CENTER INC DE
Common 		M - Exercise 22,345 64,850 52.57 15.26 340,985 989,611
2012-02-01 2012-01-31 4 RCII RENT A CENTER INC DE
Employee Stock Option (Right to Purchase) 		A - Award 19,512 19,512
2012-02-01 2012-01-31 4 RCII RENT A CENTER INC DE
Common 		A - Award 5,085 42,505 13.59
2012-01-30 2012-01-27 4 RCII RENT A CENTER INC DE
Common 		A - Award 9,225 37,420 32.72
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)