SCHEDULE: Aaron Allred's 7.1% Stake in Upbound Group Updated

Aaron Allred has updated his beneficial ownership in Upbound Group Inc. to 7.1% of common stock through Alterra Holdings and Arklow Holdings.

Summary

• Aaron Allred beneficially owns an aggregate of 4,101,233 shares of Upbound Group Inc. common stock.
• This ownership represents 7.1% of the company's total outstanding common stock.
• Allred holds sole voting and dispositive power over 1,664,190 shares through Alterra Holdings, LLC, where he is the sole manager.
• He shares voting and dispositive power over 2,437,043 shares through Arklow Holdings, LLC, where he is a general member and manager.
• The beneficial ownership percentage is calculated based on 57,895,609 shares of Common Stock outstanding as of July 24, 2025, as reported in the Issuer's Form 10-Q filed on July 31, 2025.
• This filing is Amendment No. 4 to a previous Schedule 13G statement.

Sentiment

Score: 5

Explanation: The filing is a standard beneficial ownership disclosure (Schedule 13G/A) and does not contain information that would inherently indicate positive or negative sentiment regarding the company's operational or financial performance. It merely updates a significant shareholder's stake.

Related Party Transactions

• The Reporting Person's spouse and children may have the right to receive or direct the receipt of dividends from, or the proceeds from the sale of, the shares.
• No individual interest of these related parties relates to more than 5% of the outstanding Common Stock.

Stakeholder Impact

• Shareholders: Provides transparency regarding a significant shareholder's updated ownership stake, which can influence market perception and potentially signal confidence or lack thereof.
• Management: Awareness of a significant shareholder's position and potential influence, especially given the certification regarding control.

Key Dates

Keywords

Upbound Group Inc., Aaron Allred, Beneficial Ownership, Schedule 13G, Common Stock, Shareholder, SEC Filing, 76009N100