{"transactions":[{"id":674,"issuer":{"id":599,"kind":"organization","name":"UPBOUND GROUP, INC.","symbol":"UPBD"},"owners":[{"id":605,"kind":"person","name":"Taylor Transient C","position":1,"cik":"0001334302","reported_name":"Taylor Transient C","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"EVP, CHRO"}}],"security":"PERFORMANCE STOCK UNITS","published_at":"2026-09-02T20:30:28.000Z","date":"2026-09-01","kind":"grant","planned":false,"acquired":true,"shares":67290,"price":0,"value":0.0,"ownership":{"direct":true},"footnotes":[{"field":"security","element":"securityTitle","label":"F1","text":"Represents a supplemental equity award consisting of restricted stock units and performance stock units to promote retention of key executives and to incentivize share price appreciation measured against predetermined stock prices."},{"field":"derivative.exercise_date","element":"exerciseDate","label":"F4","text":"Represents the portion of the supplemental equity award granted as performance stock units, which are eligible to vest, if at all, based on the achievement of predetermined 20-trading-day average closing stock prices during a four-year performance period, subject to the reporting person's continued employment through the applicable vesting date. The performance stock units are divided into three tranches: 33% eligible to be earned upon a 20-trading-day average closing price of $24.18, 33% upon a 20-trading-day average closing price of $31.43, and 34% upon a 20-trading-day average closing price of $38.68. For each tranche, the vesting date is the later of the third anniversary of the grant date September 1, 2029, and the date the applicable stock price is attained."},{"field":"derivative.expiration_date","element":"expirationDate","label":"F4","text":"Represents the portion of the supplemental equity award granted as performance stock units, which are eligible to vest, if at all, based on the achievement of predetermined 20-trading-day average closing stock prices during a four-year performance period, subject to the reporting person's continued employment through the applicable vesting date. The performance stock units are divided into three tranches: 33% eligible to be earned upon a 20-trading-day average closing price of $24.18, 33% upon a 20-trading-day average closing price of $31.43, and 34% upon a 20-trading-day average closing price of $38.68. For each tranche, the vesting date is the later of the third anniversary of the grant date September 1, 2029, and the date the applicable stock price is attained."}],"balance_after":67290,"derivative":{"exercise_price":0,"underlying":"COMMON STOCK","underlying_shares":67290},"source":{"system":"sec-edgar","filing":"0001193125-26-380278","document":"ownership.xml","document_sequence":1,"table":"derivative","row_type":"transaction","position":2,"url":"https://www.sec.gov/Archives/edgar/data/1334302/000119312526380278/ownership.xml","form_type":"4"}},{"id":673,"issuer":{"id":599,"kind":"organization","name":"UPBOUND GROUP, INC.","symbol":"UPBD"},"owners":[{"id":605,"kind":"person","name":"Taylor Transient C","position":1,"cik":"0001334302","reported_name":"Taylor Transient C","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"EVP, CHRO"}}],"security":"COMMON STOCK","published_at":"2026-09-02T20:30:28.000Z","date":"2026-09-01","kind":"grant","planned":false,"acquired":true,"shares":22430,"price":0,"value":0.0,"ownership":{"direct":true},"footnotes":[{"field":"security","element":"securityTitle","label":"F1","text":"Represents a supplemental equity award consisting of restricted stock units and performance stock units to promote retention of key executives and to incentivize share price appreciation measured against predetermined stock prices."},{"field":"shares","element":"transactionShares","label":"F2","text":"Represents the portion of the supplemental equity award granted as restricted stock units, which vest annually in one-third increments on September 1 of each of the next three years provided that the reporting person has been continuously employed by the issuer as of each such vesting date."},{"field":"balance_after","element":"sharesOwnedFollowingTransaction","label":"F3","text":"Includes shares of common stock and unvested restricted stock units."}],"balance_after":66412,"source":{"system":"sec-edgar","filing":"0001193125-26-380278","document":"ownership.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":1,"url":"https://www.sec.gov/Archives/edgar/data/1334302/000119312526380278/ownership.xml","form_type":"4"}},{"id":878348,"issuer":{"id":599,"kind":"organization","name":"UPBOUND GROUP, INC.","symbol":"UPBD"},"owners":[{"id":605,"kind":"person","name":"Taylor Transient C","position":1,"cik":"0001334302","reported_name":"Taylor Transient C","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"EVP, CHRO"}}],"security":"COMMON STOCK","published_at":"2026-02-27T21:31:19.000Z","date":"2026-02-26","kind":"tax_withholding","planned":false,"acquired":false,"shares":481,"price":21.54,"value":10360.74,"ownership":{"direct":true},"footnotes":[{"field":"shares","element":"transactionShares","label":"F1","text":"Number of shares withheld to cover taxes with respect to time-based restricted stock units which vested on February 26, 2026 (upon completion of two years of continuous employment from grant date of February 26, 2024)."},{"field":"balance_after","element":"sharesOwnedFollowingTransaction","label":"F2","text":"Includes shares of common stock and unvested restricted stock units."}],"balance_after":43982,"source":{"system":"sec-edgar","filing":"0001334302-26-000006","document":"wk-form4_1772227876.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":1,"url":"https://www.sec.gov/Archives/edgar/data/933036/000133430226000006/wk-form4_1772227876.xml","form_type":"4"}},{"id":882610,"issuer":{"id":599,"kind":"organization","name":"UPBOUND GROUP, INC.","symbol":"UPBD"},"owners":[{"id":605,"kind":"person","name":"Taylor Transient C","position":1,"cik":"0001334302","reported_name":"Taylor Transient C","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"EVP, CHRO"}}],"security":"COMMON STOCK","published_at":"2026-02-25T21:34:14.000Z","date":"2026-02-24","kind":"tax_withholding","planned":false,"acquired":false,"shares":687,"price":21.36,"value":14674.32,"ownership":{"direct":true},"footnotes":[{"field":"shares","element":"transactionShares","label":"F4","text":"Number of shares withheld to cover taxes with respect to time-based restricted stock units which vested on February 24, 2026 (upon completion of one year of continuous employment from grant date of February 24, 2025)."},{"field":"balance_after","element":"sharesOwnedFollowingTransaction","label":"F2","text":"Includes shares of common stock and unvested restricted stock units."}],"balance_after":44463,"source":{"system":"sec-edgar","filing":"0001334302-26-000004","document":"wk-form4_1772055251.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":3,"url":"https://www.sec.gov/Archives/edgar/data/933036/000133430226000004/wk-form4_1772055251.xml","form_type":"4"}},{"id":882609,"issuer":{"id":599,"kind":"organization","name":"UPBOUND GROUP, INC.","symbol":"UPBD"},"owners":[{"id":605,"kind":"person","name":"Taylor Transient C","position":1,"cik":"0001334302","reported_name":"Taylor Transient C","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"EVP, CHRO"}}],"security":"COMMON STOCK","published_at":"2026-02-25T21:34:14.000Z","date":"2026-02-24","kind":"tax_withholding","planned":false,"acquired":false,"shares":558,"price":21.36,"value":11918.88,"ownership":{"direct":true},"footnotes":[{"field":"shares","element":"transactionShares","label":"F3","text":"Number of shares withheld to cover taxes with respect to time-based restricted stock units which vested on February 24, 2026 (upon completion of three years of continuous employment from grant date of February 24, 2023)."},{"field":"balance_after","element":"sharesOwnedFollowingTransaction","label":"F2","text":"Includes shares of common stock and unvested restricted stock units."}],"balance_after":45150,"source":{"system":"sec-edgar","filing":"0001334302-26-000004","document":"wk-form4_1772055251.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":2,"url":"https://www.sec.gov/Archives/edgar/data/933036/000133430226000004/wk-form4_1772055251.xml","form_type":"4"}},{"id":882608,"issuer":{"id":599,"kind":"organization","name":"UPBOUND GROUP, INC.","symbol":"UPBD"},"owners":[{"id":605,"kind":"person","name":"Taylor Transient C","position":1,"cik":"0001334302","reported_name":"Taylor Transient C","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"EVP, CHRO"}}],"security":"COMMON STOCK","published_at":"2026-02-25T21:34:14.000Z","date":"2026-02-23","kind":"grant","planned":false,"acquired":true,"shares":21130,"price":22.78,"value":481341.4,"ownership":{"direct":true},"footnotes":[{"field":"shares","element":"transactionShares","label":"F1","text":"Represents restricted stock units which vest annually in one-third increments on February 23 of each of the next three years provided that the reporting person has been continuously employed by the issuer as of each such vesting date."},{"field":"balance_after","element":"sharesOwnedFollowingTransaction","label":"F2","text":"Includes shares of common stock and unvested restricted stock units."}],"balance_after":45708,"source":{"system":"sec-edgar","filing":"0001334302-26-000004","document":"wk-form4_1772055251.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":1,"url":"https://www.sec.gov/Archives/edgar/data/933036/000133430226000004/wk-form4_1772055251.xml","form_type":"4"}},{"id":908440,"issuer":{"id":599,"kind":"organization","name":"UPBOUND GROUP, INC.","symbol":"UPBD"},"owners":[{"id":605,"kind":"person","name":"Taylor Transient C","position":1,"cik":"0001334302","reported_name":"Taylor Transient C","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"EVP, CHRO"}}],"security":"COMMON STOCK","published_at":"2026-02-12T21:37:18.000Z","date":"2026-02-10","kind":"tax_withholding","planned":false,"acquired":false,"shares":2936,"price":20.7,"value":60775.2,"ownership":{"direct":true},"footnotes":[{"field":"shares","element":"transactionShares","label":"F3","text":"Number of shares withheld to cover taxes with respect to performance-based restricted stock units which vested on February 10, 2026."},{"field":"balance_after","element":"sharesOwnedFollowingTransaction","label":"F2","text":"Includes shares of common stock and unvested restricted stock units."}],"balance_after":24578,"source":{"system":"sec-edgar","filing":"0001334302-26-000002","document":"wk-form4_1770932234.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":2,"url":"https://www.sec.gov/Archives/edgar/data/933036/000133430226000002/wk-form4_1770932234.xml","form_type":"4"}},{"id":908439,"issuer":{"id":599,"kind":"organization","name":"UPBOUND GROUP, INC.","symbol":"UPBD"},"owners":[{"id":605,"kind":"person","name":"Taylor Transient C","position":1,"cik":"0001334302","reported_name":"Taylor Transient C","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"EVP, CHRO"}}],"security":"COMMON STOCK","published_at":"2026-02-12T21:37:18.000Z","date":"2026-02-10","kind":"grant","planned":false,"acquired":true,"shares":6615,"price":20.7,"value":136930.5,"ownership":{"direct":true},"footnotes":[{"field":"shares","element":"transactionShares","label":"F1","text":"The Company's relative TSR over the three-year measurement period ending December 31, 2025, established in connection with performance-based restricted stock units granted to the reporting person on February 24, 2023, ranked in the 33rd percentile, resulting in the vesting of 50% of such performance-based restricted stock units."},{"field":"balance_after","element":"sharesOwnedFollowingTransaction","label":"F2","text":"Includes shares of common stock and unvested restricted stock units."}],"balance_after":27514,"source":{"system":"sec-edgar","filing":"0001334302-26-000002","document":"wk-form4_1770932234.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":1,"url":"https://www.sec.gov/Archives/edgar/data/933036/000133430226000002/wk-form4_1770932234.xml","form_type":"4"}},{"id":1098470,"issuer":{"id":599,"kind":"organization","name":"UPBOUND GROUP, INC.","symbol":"UPBD"},"owners":[{"id":605,"kind":"person","name":"Taylor Transient C","position":1,"cik":"0001334302","reported_name":"Taylor Transient C","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"EVP, CHRO"}}],"security":"COMMON STOCK","published_at":"2025-07-01T20:31:06.000Z","date":"2025-07-01","kind":"tax_withholding","planned":false,"acquired":false,"shares":2574,"price":25.1,"value":64607.4,"ownership":{"direct":true},"footnotes":[{"field":"shares","element":"transactionShares","label":"F1","text":"Number of shares withheld to cover taxes with respect to time-based restricted stock units which vested on July 1, 2025 (upon completion of three years of continuous employment from grant date of July 1, 2022)."},{"field":"balance_after","element":"sharesOwnedFollowingTransaction","label":"F2","text":"Includes shares of common stock and unvested restricted stock units."}],"balance_after":20899,"source":{"system":"sec-edgar","filing":"0000933036-25-000124","document":"wk-form4_1751401851.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":1,"url":"https://www.sec.gov/Archives/edgar/data/933036/000093303625000124/wk-form4_1751401851.xml","form_type":"4"}},{"id":1244093,"issuer":{"id":599,"kind":"organization","name":"UPBOUND GROUP, INC.","symbol":"UPBD"},"owners":[{"id":605,"kind":"person","name":"Taylor Transient C","position":1,"cik":"0001334302","reported_name":"Taylor Transient C","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"EVP, CHRO"}}],"security":"COMMON STOCK","published_at":"2025-02-26T21:34:19.000Z","date":"2025-02-26","kind":"tax_withholding","planned":false,"acquired":false,"shares":481,"price":27.33,"value":13145.73,"ownership":{"direct":true},"footnotes":[{"field":"shares","element":"transactionShares","label":"F5","text":"Number of shares withheld to cover taxes with respect to time-based restricted stock units which vested on February 26, 2025 (upon completion of one year of continuous employment from grant date of February 26, 2024)."},{"field":"balance_after","element":"sharesOwnedFollowingTransaction","label":"F2","text":"Includes shares of common stock and unvested restricted stock units."}],"balance_after":23473,"source":{"system":"sec-edgar","filing":"0000933036-25-000047","document":"wk-form4_1740605652.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":4,"url":"https://www.sec.gov/Archives/edgar/data/933036/000093303625000047/wk-form4_1740605652.xml","form_type":"4"}},{"id":1244092,"issuer":{"id":599,"kind":"organization","name":"UPBOUND GROUP, INC.","symbol":"UPBD"},"owners":[{"id":605,"kind":"person","name":"Taylor Transient C","position":1,"cik":"0001334302","reported_name":"Taylor Transient C","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"EVP, CHRO"}}],"security":"COMMON STOCK","published_at":"2025-02-26T21:34:19.000Z","date":"2025-02-25","kind":"tax_withholding","planned":false,"acquired":false,"shares":498,"price":26.45,"value":13172.1,"ownership":{"direct":true},"footnotes":[{"field":"shares","element":"transactionShares","label":"F4","text":"Number of shares withheld to cover taxes with respect to time-based restricted stock units which vested on February 25, 2025 (upon completion of three years of continuous employment from grant date of February 25, 2022)."},{"field":"balance_after","element":"sharesOwnedFollowingTransaction","label":"F2","text":"Includes shares of common stock and unvested restricted stock units."}],"balance_after":23954,"source":{"system":"sec-edgar","filing":"0000933036-25-000047","document":"wk-form4_1740605652.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":3,"url":"https://www.sec.gov/Archives/edgar/data/933036/000093303625000047/wk-form4_1740605652.xml","form_type":"4"}},{"id":1244091,"issuer":{"id":599,"kind":"organization","name":"UPBOUND GROUP, INC.","symbol":"UPBD"},"owners":[{"id":605,"kind":"person","name":"Taylor Transient C","position":1,"cik":"0001334302","reported_name":"Taylor Transient C","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"EVP, CHRO"}}],"security":"COMMON STOCK","published_at":"2025-02-26T21:34:19.000Z","date":"2025-02-24","kind":"tax_withholding","planned":false,"acquired":false,"shares":558,"price":26.56,"value":14820.48,"ownership":{"direct":true},"footnotes":[{"field":"shares","element":"transactionShares","label":"F3","text":"Number of shares withheld to cover taxes with respect to time-based restricted stock units which vested on February 24, 2025 (upon completion of two years of continuous employment from grant date of February 24, 2023)."},{"field":"balance_after","element":"sharesOwnedFollowingTransaction","label":"F2","text":"Includes shares of common stock and unvested restricted stock units."}],"balance_after":24452,"source":{"system":"sec-edgar","filing":"0000933036-25-000047","document":"wk-form4_1740605652.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":2,"url":"https://www.sec.gov/Archives/edgar/data/933036/000093303625000047/wk-form4_1740605652.xml","form_type":"4"}},{"id":1244090,"issuer":{"id":599,"kind":"organization","name":"UPBOUND GROUP, INC.","symbol":"UPBD"},"owners":[{"id":605,"kind":"person","name":"Taylor Transient C","position":1,"cik":"0001334302","reported_name":"Taylor Transient C","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"EVP, CHRO"}}],"security":"COMMON STOCK","published_at":"2025-02-26T21:34:19.000Z","date":"2025-02-24","kind":"grant","planned":false,"acquired":true,"shares":5235,"price":26.56,"value":139041.6,"ownership":{"direct":true},"footnotes":[{"field":"shares","element":"transactionShares","label":"F1","text":"Represents restricted stock units which vest annually in one-third increments on February 24 of each of the next three years provided that the reporting person has been continuously employed by the issuer as of each such vesting date."},{"field":"balance_after","element":"sharesOwnedFollowingTransaction","label":"F2","text":"Includes shares of common stock and unvested restricted stock units."}],"balance_after":25010,"source":{"system":"sec-edgar","filing":"0000933036-25-000047","document":"wk-form4_1740605652.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":1,"url":"https://www.sec.gov/Archives/edgar/data/933036/000093303625000047/wk-form4_1740605652.xml","form_type":"4"}},{"id":1270168,"issuer":{"id":599,"kind":"organization","name":"UPBOUND GROUP, INC.","symbol":"UPBD"},"owners":[{"id":605,"kind":"person","name":"Taylor Transient C","position":1,"cik":"0001334302","reported_name":"Taylor Transient C","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"EVP, CHRO"}}],"security":"COMMON STOCK","published_at":"2025-02-13T21:31:39.000Z","date":"2025-02-11","kind":"tax_withholding","planned":false,"acquired":false,"shares":3681,"price":29.5,"value":108589.5,"ownership":{"direct":true},"footnotes":[{"field":"shares","element":"transactionShares","label":"F3","text":"Number of shares withheld to cover taxes with respect to performance-based restricted stock units which vested on February 11, 2025."}],"balance_after":19775,"source":{"system":"sec-edgar","filing":"0000933036-25-000027","document":"wk-form4_1739482290.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":2,"url":"https://www.sec.gov/Archives/edgar/data/933036/000093303625000027/wk-form4_1739482290.xml","form_type":"4"}},{"id":1270167,"issuer":{"id":599,"kind":"organization","name":"UPBOUND GROUP, INC.","symbol":"UPBD"},"owners":[{"id":605,"kind":"person","name":"Taylor Transient C","position":1,"cik":"0001334302","reported_name":"Taylor Transient C","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"EVP, CHRO"}}],"security":"COMMON STOCK","published_at":"2025-02-13T21:31:39.000Z","date":"2025-02-11","kind":"grant","planned":false,"acquired":true,"shares":8805,"price":29.5,"value":259747.5,"ownership":{"direct":true},"footnotes":[{"field":"shares","element":"transactionShares","label":"F1","text":"The Company's relative TSR over the three-year measurement period ending December 31, 2024, established in connection with performance-based restricted stock units granted to the reporting person on February 25, 2022, ranked in the 45th percentile, resulting in the vesting of 75% of such performance-based restricted stock units."},{"field":"balance_after","element":"sharesOwnedFollowingTransaction","label":"F2","text":"Includes shares of common stock and unvested restricted stock units."}],"balance_after":23456,"source":{"system":"sec-edgar","filing":"0000933036-25-000027","document":"wk-form4_1739482290.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":1,"url":"https://www.sec.gov/Archives/edgar/data/933036/000093303625000027/wk-form4_1739482290.xml","form_type":"4"}},{"id":1421143,"issuer":{"id":599,"kind":"organization","name":"UPBOUND GROUP, INC.","symbol":"UPBD"},"owners":[{"id":605,"kind":"person","name":"Taylor Transient C","position":1,"cik":"0001334302","reported_name":"Taylor Transient C","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"EVP, CHRO"}}],"security":"COMMON STOCK","published_at":"2024-08-28T20:48:12.000Z","date":"2024-08-26","kind":"sale","planned":false,"acquired":false,"shares":15127,"price":34,"value":514318.0,"ownership":{"direct":true},"footnotes":[{"field":"price","element":"transactionPricePerShare","label":"F1","text":"The price in Column 4 is the price at which all shares were sold. These shares were sold in multiple transactions but the price of each was $34.00. The reporting person undertakes to provide to Upbound Group, Inc. any security holder of Upbound Group, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold."},{"field":"balance_after","element":"sharesOwnedFollowingTransaction","label":"F2","text":"Includes shares of common stock and unvested restricted stock units."},{"field":"balance_after","element":"sharesOwnedFollowingTransaction","label":"F3","text":"Amount reported on the reporting persons Form 4 filed on February 28, 2023 inadvertently underreported the number of time-based restricted stock units acquired by the reporting person by 164 shares due to administrative error and have been added."}],"balance_after":14651,"source":{"system":"sec-edgar","filing":"0000933036-24-000145","document":"wk-form4_1724878085.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":1,"url":"https://www.sec.gov/Archives/edgar/data/933036/000093303624000145/wk-form4_1724878085.xml","form_type":"4"}},{"id":1460959,"issuer":{"id":599,"kind":"organization","name":"UPBOUND GROUP, INC.","symbol":"UPBD"},"owners":[{"id":605,"kind":"person","name":"Taylor Transient C","position":1,"cik":"0001334302","reported_name":"Taylor Transient C","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"EVP, CHRO"}}],"security":"COMMON STOCK","published_at":"2024-07-03T20:34:51.000Z","date":"2024-07-01","kind":"tax_withholding","planned":false,"acquired":false,"shares":259,"price":30.7,"value":7951.3,"ownership":{"direct":true},"footnotes":[{"field":"shares","element":"transactionShares","label":"F3","text":"Number of shares withheld to cover taxes with respect to time-based restricted stock units which vested on July 1, 2024 (upon completion of three years of continuous employment from grant date of July 1, 2021)."},{"field":"balance_after","element":"sharesOwnedFollowingTransaction","label":"F2","text":"Includes shares of common stock and unvested restricted stock units."}],"balance_after":29614,"source":{"system":"sec-edgar","filing":"0000933036-24-000117","document":"wk-form4_1720038885.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":2,"url":"https://www.sec.gov/Archives/edgar/data/933036/000093303624000117/wk-form4_1720038885.xml","form_type":"4"}},{"id":1460958,"issuer":{"id":599,"kind":"organization","name":"UPBOUND GROUP, INC.","symbol":"UPBD"},"owners":[{"id":605,"kind":"person","name":"Taylor Transient C","position":1,"cik":"0001334302","reported_name":"Taylor Transient C","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"EVP, CHRO"}}],"security":"COMMON STOCK","published_at":"2024-07-03T20:34:51.000Z","date":"2024-07-01","kind":"tax_withholding","planned":false,"acquired":false,"shares":2574,"price":30.7,"value":79021.8,"ownership":{"direct":true},"footnotes":[{"field":"shares","element":"transactionShares","label":"F1","text":"Number of shares withheld to cover taxes with respect to time-based restricted stock units which vested on July 1, 2024 (upon completion of two years of continuous employment from grant date of July 1, 2022)."},{"field":"balance_after","element":"sharesOwnedFollowingTransaction","label":"F2","text":"Includes shares of common stock and unvested restricted stock units."}],"balance_after":29873,"source":{"system":"sec-edgar","filing":"0000933036-24-000117","document":"wk-form4_1720038885.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":1,"url":"https://www.sec.gov/Archives/edgar/data/933036/000093303624000117/wk-form4_1720038885.xml","form_type":"4"}},{"id":1617032,"issuer":{"id":599,"kind":"organization","name":"UPBOUND GROUP, INC.","symbol":"UPBD"},"owners":[{"id":605,"kind":"person","name":"Taylor Transient C","position":1,"cik":"0001334302","reported_name":"Taylor Transient C","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"EVP, CHRO"}}],"security":"COMMON STOCK","published_at":"2024-02-27T21:36:48.000Z","date":"2024-02-25","kind":"tax_withholding","planned":false,"acquired":false,"shares":540,"price":34.16,"value":18446.4,"ownership":{"direct":true},"footnotes":[{"field":"shares","element":"transactionShares","label":"F4","text":"Number of shares withheld to cover taxes with respect to time-based restricted stock units which vested on February 25, 2024 (upon completion of two years of continuous employment from grant date of February 25, 2022)."},{"field":"balance_after","element":"sharesOwnedFollowingTransaction","label":"F2","text":"Includes shares of common stock and unvested restricted stock units."}],"balance_after":32447,"source":{"system":"sec-edgar","filing":"0000933036-24-000050","document":"wk-form4_1709069793.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":3,"url":"https://www.sec.gov/Archives/edgar/data/933036/000093303624000050/wk-form4_1709069793.xml","form_type":"4"}},{"id":1617031,"issuer":{"id":599,"kind":"organization","name":"UPBOUND GROUP, INC.","symbol":"UPBD"},"owners":[{"id":605,"kind":"person","name":"Taylor Transient C","position":1,"cik":"0001334302","reported_name":"Taylor Transient C","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"EVP, CHRO"}}],"security":"COMMON STOCK","published_at":"2024-02-27T21:36:48.000Z","date":"2024-02-24","kind":"tax_withholding","planned":false,"acquired":false,"shares":605,"price":34.16,"value":20666.8,"ownership":{"direct":true},"footnotes":[{"field":"shares","element":"transactionShares","label":"F3","text":"Number of shares withheld to cover taxes with respect to time-based restricted stock units which vested on February 24, 2024 (upon completion of one year of continuous employment from grant date of February 24, 2023)."},{"field":"balance_after","element":"sharesOwnedFollowingTransaction","label":"F2","text":"Includes shares of common stock and unvested restricted stock units."}],"balance_after":32987,"source":{"system":"sec-edgar","filing":"0000933036-24-000050","document":"wk-form4_1709069793.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":2,"url":"https://www.sec.gov/Archives/edgar/data/933036/000093303624000050/wk-form4_1709069793.xml","form_type":"4"}},{"id":1617030,"issuer":{"id":599,"kind":"organization","name":"UPBOUND GROUP, INC.","symbol":"UPBD"},"owners":[{"id":605,"kind":"person","name":"Taylor Transient C","position":1,"cik":"0001334302","reported_name":"Taylor Transient C","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"EVP, CHRO"}}],"security":"COMMON STOCK","published_at":"2024-02-27T21:36:48.000Z","date":"2024-02-26","kind":"grant","planned":false,"acquired":true,"shares":3661,"price":0,"value":0.0,"ownership":{"direct":true},"footnotes":[{"field":"shares","element":"transactionShares","label":"F1","text":"Represents restricted stock units which vest annually in one-third increments on February 26 of each of the next three years provided that the reporting person has been continuously employed by the issuer as of each such vesting date."},{"field":"balance_after","element":"sharesOwnedFollowingTransaction","label":"F2","text":"Includes shares of common stock and unvested restricted stock units."}],"balance_after":33592,"source":{"system":"sec-edgar","filing":"0000933036-24-000050","document":"wk-form4_1709069793.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":1,"url":"https://www.sec.gov/Archives/edgar/data/933036/000093303624000050/wk-form4_1709069793.xml","form_type":"4"}},{"id":1641621,"issuer":{"id":599,"kind":"organization","name":"UPBOUND GROUP, INC.","symbol":"UPBD"},"owners":[{"id":605,"kind":"person","name":"Taylor Transient C","position":1,"cik":"0001334302","reported_name":"Taylor Transient C","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"EVP, CHRO"}}],"security":"COMMON STOCK","published_at":"2024-02-15T21:51:45.000Z","date":"2024-02-13","kind":"tax_withholding","planned":false,"acquired":false,"shares":1351,"price":34.19,"value":46190.69,"ownership":{"direct":true},"footnotes":[{"field":"shares","element":"transactionShares","label":"F3","text":"Number of shares withheld to cover taxes with respect to performance-based restricted stock units which vested on February 13, 2024."},{"field":"balance_after","element":"sharesOwnedFollowingTransaction","label":"F2","text":"Includes shares of common stock and unvested restricted stock units."}],"balance_after":29931,"source":{"system":"sec-edgar","filing":"0000933036-24-000024","document":"wk-form4_1708033890.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":2,"url":"https://www.sec.gov/Archives/edgar/data/933036/000093303624000024/wk-form4_1708033890.xml","form_type":"4"}},{"id":1641620,"issuer":{"id":599,"kind":"organization","name":"UPBOUND GROUP, INC.","symbol":"UPBD"},"owners":[{"id":605,"kind":"person","name":"Taylor Transient C","position":1,"cik":"0001334302","reported_name":"Taylor Transient C","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"EVP, CHRO"}}],"security":"COMMON STOCK","published_at":"2024-02-15T21:51:45.000Z","date":"2024-02-13","kind":"grant","planned":false,"acquired":true,"shares":3166,"price":34.19,"value":108245.54,"ownership":{"direct":true},"footnotes":[{"field":"shares","element":"transactionShares","label":"F1","text":"The Company's relative TSR over the three-year measurement period ending December 31, 2023, established in connection with performance-based restricted stock units granted to the reporting person on February 26, 2021, ranked in the 32nd percentile, resulting in the vesting of 50% of such performance-based restricted stock units."},{"field":"balance_after","element":"sharesOwnedFollowingTransaction","label":"F2","text":"Includes shares of common stock and unvested restricted stock units."}],"balance_after":31282,"source":{"system":"sec-edgar","filing":"0000933036-24-000024","document":"wk-form4_1708033890.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":1,"url":"https://www.sec.gov/Archives/edgar/data/933036/000093303624000024/wk-form4_1708033890.xml","form_type":"4"}},{"id":1837751,"issuer":{"id":599,"kind":"organization","name":"UPBOUND GROUP, INC.","symbol":"UPBD"},"owners":[{"id":605,"kind":"person","name":"Taylor Transient C","position":1,"cik":"0001334302","reported_name":"Taylor Transient C","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"EVP, CHRO"}}],"security":"COMMON STOCK","published_at":"2023-07-05T21:53:58.000Z","date":"2023-07-01","kind":"tax_withholding","planned":true,"acquired":false,"shares":1816,"price":31.31,"value":56858.96,"ownership":{"direct":true},"footnotes":[{"field":"shares","element":"transactionShares","label":"F1","text":"Number of shares withheld to cover taxes with respect to time-based restricted stock units which vested on July 1, 2023 (upon completion of one year of continuous employment from grant date of July 1, 2022 and upon completion of 2 years of continuous employment from grant date of July 1, 2021)."},{"field":"balance_after","element":"sharesOwnedFollowingTransaction","label":"F2","text":"Includes shares of common stock and unvested restricted stock units."}],"balance_after":28116,"source":{"system":"sec-edgar","filing":"0000933036-23-000116","document":"wf-form4_168859402254103.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":1,"url":"https://www.sec.gov/Archives/edgar/data/933036/000093303623000116/wf-form4_168859402254103.xml","form_type":"4"}},{"id":1988198,"issuer":{"id":599,"kind":"organization","name":"UPBOUND GROUP, INC.","symbol":"UPBD"},"owners":[{"id":605,"kind":"person","name":"Taylor Transient C","position":1,"cik":"0001334302","reported_name":"Taylor Transient C","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"EVP, CHRO"}}],"security":"COMMON STOCK","published_at":"2023-02-28T22:08:23.000Z","date":"2023-02-25","kind":"tax_withholding","acquired":false,"shares":369,"price":25.91,"value":9560.79,"ownership":{"direct":true},"footnotes":[{"field":"shares","element":"transactionShares","label":"F3","text":"Number of shares withheld to cover taxes with respect to time-based restricted stock units which vested on February 25, 2023 (upon completion of one year of continuous employment from grant date of February 25, 2022)."},{"field":"balance_after","element":"sharesOwnedFollowingTransaction","label":"F2","text":"Includes shares of common stock and unvested restricted stock units."}],"balance_after":29932,"source":{"system":"sec-edgar","filing":"0000933036-23-000067","document":"wf-form4_167762206668069.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":2,"url":"https://www.sec.gov/Archives/edgar/data/933036/000093303623000067/wf-form4_167762206668069.xml","form_type":"4"}},{"id":1988197,"issuer":{"id":599,"kind":"organization","name":"UPBOUND GROUP, INC.","symbol":"UPBD"},"owners":[{"id":605,"kind":"person","name":"Taylor Transient C","position":1,"cik":"0001334302","reported_name":"Taylor Transient C","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"EVP, CHRO"}}],"security":"COMMON STOCK","published_at":"2023-02-28T22:08:23.000Z","date":"2023-02-24","kind":"grant","acquired":true,"shares":4089,"price":0,"value":0.0,"ownership":{"direct":true},"footnotes":[{"field":"shares","element":"transactionShares","label":"F1","text":"Represents restricted stock units which vest annually in one-third increments on February 24 of each of the next three years provided that the reporting person has been continuously employed by the issuer as of each such vesting date."},{"field":"balance_after","element":"sharesOwnedFollowingTransaction","label":"F2","text":"Includes shares of common stock and unvested restricted stock units."}],"balance_after":30301,"source":{"system":"sec-edgar","filing":"0000933036-23-000067","document":"wf-form4_167762206668069.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":1,"url":"https://www.sec.gov/Archives/edgar/data/933036/000093303623000067/wf-form4_167762206668069.xml","form_type":"4"}},{"id":2215637,"issuer":{"id":599,"kind":"organization","name":"UPBOUND GROUP, INC.","symbol":"UPBD"},"owners":[{"id":605,"kind":"person","name":"Taylor Transient C","position":1,"cik":"0001334302","reported_name":"Taylor Transient C","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"EVP, CHRO"}}],"security":"COMMON STOCK","published_at":"2022-07-05T21:10:30.000Z","date":"2022-07-01","kind":"tax_withholding","acquired":true,"shares":163,"price":19.45,"value":3170.35,"ownership":{"direct":true},"footnotes":[{"field":"shares","element":"transactionShares","label":"F3","text":"Number of shares withheld to cover taxes with respect to time-based restricted stock units which vested on July 1, 2022 (upon completion of one year of continuous employment from grant date of July 1, 2021)."},{"field":"balance_after","element":"sharesOwnedFollowingTransaction","label":"F2","text":"Includes shares of common stock and unvested restricted stock units."}],"balance_after":26212,"source":{"system":"sec-edgar","filing":"0000933036-22-000120","document":"wf-form4_165705541004719.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":2,"url":"https://www.sec.gov/Archives/edgar/data/933036/000093303622000120/wf-form4_165705541004719.xml","form_type":"4"}},{"id":2215636,"issuer":{"id":599,"kind":"organization","name":"UPBOUND GROUP, INC.","symbol":"UPBD"},"owners":[{"id":605,"kind":"person","name":"Taylor Transient C","position":1,"cik":"0001334302","reported_name":"Taylor Transient C","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"EVP, CHRO"}}],"security":"COMMON STOCK","published_at":"2022-07-05T21:10:30.000Z","date":"2022-07-01","kind":"grant","acquired":true,"shares":20566,"ownership":{"direct":true},"footnotes":[{"field":"shares","element":"transactionShares","label":"F1","text":"Represents restricted stock units which vest annually in one-third increments on July 1 of each of the next three years provided that the reporting person has been continuously employed by the issuer as of each such vesting date."},{"field":"price","element":"transactionPricePerShare","label":"F1","text":"Represents restricted stock units which vest annually in one-third increments on July 1 of each of the next three years provided that the reporting person has been continuously employed by the issuer as of each such vesting date."},{"field":"balance_after","element":"sharesOwnedFollowingTransaction","label":"F2","text":"Includes shares of common stock and unvested restricted stock units."}],"balance_after":26375,"source":{"system":"sec-edgar","filing":"0000933036-22-000120","document":"wf-form4_165705541004719.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":1,"url":"https://www.sec.gov/Archives/edgar/data/933036/000093303622000120/wf-form4_165705541004719.xml","form_type":"4"}},{"id":2366696,"issuer":{"id":599,"kind":"organization","name":"UPBOUND GROUP, INC.","symbol":"UPBD"},"owners":[{"id":605,"kind":"person","name":"Taylor Transient C","position":1,"cik":"0001334302","reported_name":"Taylor Transient C","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"EVP, CHRO"}}],"security":"COMMON STOCK","published_at":"2022-03-01T22:16:36.000Z","date":"2022-02-25","kind":"grant","acquired":true,"shares":3774,"price":29.05,"value":109634.7,"ownership":{"direct":true},"footnotes":[{"field":"shares","element":"transactionShares","label":"F1","text":"Represents restricted stock units which vest annually in one-third increments on February 25 of each of the next three years provided that the reporting person has been continuously employed by the issuer as of each such vesting date."},{"field":"balance_after","element":"sharesOwnedFollowingTransaction","label":"F2","text":"Includes unvested restricted stock units."}],"balance_after":5809,"source":{"system":"sec-edgar","filing":"0000933036-22-000060","document":"wf-form4_164617298219684.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":1,"url":"https://www.sec.gov/Archives/edgar/data/933036/000093303622000060/wf-form4_164617298219684.xml","form_type":"4"}},{"id":2642157,"issuer":{"id":599,"kind":"organization","name":"UPBOUND GROUP, INC.","symbol":"UPBD"},"owners":[{"id":605,"kind":"person","name":"Taylor Transient C","position":1,"cik":"0001334302","reported_name":"Taylor Transient C","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"EVP, Human Resources"}}],"security":"COMMON STOCK","published_at":"2021-07-06T21:03:09.000Z","date":"2021-07-01","kind":"grant","acquired":true,"shares":2035,"price":0,"value":0.0,"ownership":{"direct":true},"footnotes":[{"field":"shares","element":"transactionShares","label":"F1","text":"Represents restricted stock units which vest annually in one-third increments on July 1 of each of the next three years provided that the reporting person has been continuously employed by the issuer as of each such vesting date."},{"field":"balance_after","element":"sharesOwnedFollowingTransaction","label":"F1","text":"Represents restricted stock units which vest annually in one-third increments on July 1 of each of the next three years provided that the reporting person has been continuously employed by the issuer as of each such vesting date."}],"balance_after":2035,"source":{"system":"sec-edgar","filing":"0000933036-21-000180","document":"wf-form4_162560535379960.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":1,"url":"https://www.sec.gov/Archives/edgar/data/933036/000093303621000180/wf-form4_162560535379960.xml","form_type":"4"}},{"id":3312734,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":605,"kind":"person","name":"Taylor Transient C","position":1,"cik":"0001334302","reported_name":"Taylor Transient C","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"Chief HR Officer"}}],"security":"Stock Option (Right to Buy)","published_at":"2020-01-13T17:51:56.000Z","date":"2020-01-09","kind":"grant","acquired":true,"shares":21954,"price":0,"value":0.0,"ownership":{"direct":true},"footnotes":[{"field":"derivative.exercise_date","element":"exerciseDate","label":"F4","text":"Reflects a grant of non-qualifed options that was made to the reporting person on January 9, 2020.  The option vests according to the following schedule: one-third vests on January 9, 2021, an additional one-third vests on January 9, 2022, and the remaining one-third will vest on January 9, 2023, such that the option will be fully vested on January 9, 2023."}],"balance_after":21954,"derivative":{"exercise_price":25.24,"expiration_date":"2027-01-09","underlying":"Common Stock","underlying_shares":21954},"source":{"system":"sec-edgar","filing":"0001068875-20-000026","document":"wf-form4_157895589795581.xml","document_sequence":1,"table":"derivative","row_type":"transaction","position":2,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000106887520000026/wf-form4_157895589795581.xml","form_type":"4"}},{"id":3312733,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":605,"kind":"person","name":"Taylor Transient C","position":1,"cik":"0001334302","reported_name":"Taylor Transient C","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"Chief HR Officer"}}],"security":"Common Stock","published_at":"2020-01-13T17:51:56.000Z","date":"2020-01-09","kind":"grant","acquired":true,"shares":21235,"price":0,"value":0.0,"ownership":{"direct":true},"footnotes":[{"field":"shares","element":"transactionShares","label":"F1","text":"Reflects a restricted stock unit grant (\"RSUs\") that was made to the reporting person on January 9, 2020 and that will vest equally over a three-year period on each anniversary of the grant date."},{"field":"shares","element":"transactionShares","label":"F2","text":"Reflects an annual equity award of 11,331 RSUs as well as a one-time award of 9,904 RSUs."},{"field":"balance_after","element":"sharesOwnedFollowingTransaction","label":"F3","text":"Not included in this amount are 25,323 performance-based restricted stock units of which (i) 7,640 are eligible to vest following May 6, 2020, (ii) 7,769 are eligible to vest from 0% to 200% following the end of 2021 and (iii) 9,914 are eligible to vest from 0% to 200% following the end of 2022. Vesting for each award is subject to the Issuer's achievement of certain financial goals and certification by the Compensation Committee."}],"balance_after":32273,"source":{"system":"sec-edgar","filing":"0001068875-20-000026","document":"wf-form4_157895589795581.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":1,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000106887520000026/wf-form4_157895589795581.xml","form_type":"4"}},{"id":3319264,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":605,"kind":"person","name":"Taylor Transient C","position":1,"cik":"0001334302","reported_name":"Taylor Transient C","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"Chief HR Officer"}}],"security":"Common Stock","published_at":"2020-01-06T17:23:47.000Z","date":"2020-01-02","kind":"tax_withholding","acquired":false,"shares":877,"price":26,"value":22802.0,"ownership":{"direct":true},"footnotes":[{"field":"shares","element":"transactionShares","label":"F1","text":"This transaction represents the withholding by the Issuer of shares to pay taxes in connection with the vesting of restricted stock units. The timing and amount of the transaction were determined by the terms of the applicable restricted stock unit award and were not within the control of the Reporting Person."},{"field":"balance_after","element":"sharesOwnedFollowingTransaction","label":"F2","text":"Not included in this amount are 15,409 performance-based restricted stock units of which 7,640 are eligible to vest following May 6, 2020 and 7,769 are eligible to vest from 0% to 200% following the end of 2021. Vesting for each award is subject to the Issuer's achievement of certain financial goals and certification by the Compensation Committee."}],"balance_after":11038,"source":{"system":"sec-edgar","filing":"0001068875-20-000016","document":"wf-form4_157834941023877.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":1,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000106887520000016/wf-form4_157834941023877.xml","form_type":"4"}},{"id":3392367,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":605,"kind":"person","name":"Taylor Transient C","position":1,"cik":"0001334302","reported_name":"Taylor Transient C","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"Chief HR Officer"}}],"security":"Common Stock","published_at":"2019-10-17T16:11:47.000Z","date":"2019-10-15","kind":"tax_withholding","acquired":false,"shares":999,"price":20.86,"value":20839.14,"ownership":{"direct":true},"footnotes":[{"field":"shares","element":"transactionShares","label":"F1","text":"This transaction represents the withholding by the Issuer of shares to pay taxes in connection with the vesting of restricted stock units. The timing and amount of the transaction were determined by the terms of the applicable restricted stock unit award and were not within the control of the Reporting Person."},{"field":"balance_after","element":"sharesOwnedFollowingTransaction","label":"F2","text":"Not included in this amount are 15,409 performance-based restricted stock units, of which 7,640 are eligible to vest following May 6, 2020 and 7,769 are eligible to vest from 0% to 200% following the end of 2021. Vesting for each award is subject to the issuers achievement of certain financial goals and certification by the Compensation Committee."}],"balance_after":11915,"source":{"system":"sec-edgar","filing":"0001068875-19-000096","document":"wf-form4_157134306783474.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":1,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000106887519000096/wf-form4_157134306783474.xml","form_type":"4"}},{"id":3705340,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":605,"kind":"person","name":"Taylor Transient C","position":1,"cik":"0001334302","reported_name":"Taylor Transient C","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"Chief HR Officer"}}],"security":"Stock Option (Right to Buy)","published_at":"2019-01-04T16:18:49.000Z","date":"2019-01-02","kind":"grant","acquired":true,"shares":17203,"price":0,"value":0.0,"ownership":{"direct":true},"footnotes":[{"field":"derivative.exercise_date","element":"exerciseDate","label":"F3","text":"The option vests according to the following schedule: one-third vests on January 2, 2020, an additional one-third vest on January 2, 2021, and the remaining one-third will vest on January 2, 2022, such that the option will be fully vested on January 2, 2022."}],"balance_after":17203,"derivative":{"exercise_price":27.03,"expiration_date":"2026-01-02","underlying":"Common Stock","underlying_shares":17203},"source":{"system":"sec-edgar","filing":"0001334302-19-000002","document":"wf-form4_154663671179661.xml","document_sequence":1,"table":"derivative","row_type":"transaction","position":2,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000133430219000002/wf-form4_154663671179661.xml","form_type":"4"}},{"id":3705339,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":605,"kind":"person","name":"Taylor Transient C","position":1,"cik":"0001334302","reported_name":"Taylor Transient C","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"Chief HR Officer"}}],"security":"Common Stock","published_at":"2019-01-04T16:18:49.000Z","date":"2019-01-02","kind":"grant","acquired":true,"shares":8879,"price":0,"value":0.0,"ownership":{"direct":true},"footnotes":[{"field":"shares","element":"transactionShares","label":"F1","text":"Reflects a grant of restricted stock units (\"RSUs\") that was made to the reporting person on January 2, 2019 and that will vest equally over a three-year period on each anniversary of the grant date."},{"field":"balance_after","element":"sharesOwnedFollowingTransaction","label":"F2","text":"Not included in this amount are 7,769 performance-based restricted stock units, of which from 0% to 200% are eligible to vest following the end of the 2021 fiscal year subject to the Issuer's achievement of certain financial goals over a three-year period and certification by the Compensation Committee."}],"balance_after":12914,"source":{"system":"sec-edgar","filing":"0001334302-19-000002","document":"wf-form4_154663671179661.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":1,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000133430219000002/wf-form4_154663671179661.xml","form_type":"4"}},{"id":3790054,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":605,"kind":"person","name":"Taylor Transient C","position":1,"cik":"0001334302","reported_name":"Taylor Transient C","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"Chief HR Officer"}}],"security":"Common Stock","published_at":"2018-10-16T17:08:36.000Z","date":"2018-10-15","kind":"grant","acquired":true,"shares":4035,"price":0,"value":0.0,"ownership":{"direct":true},"footnotes":[{"field":"shares","element":"transactionShares","label":"F1","text":"Reflects an initial grant of 4,035 restricted stock units (\"RSUs\") that was made to the reporting person upon joining Blucora, Inc. These RSUs vest in full on the one-year anniversary of the grant date."}],"balance_after":4035,"source":{"system":"sec-edgar","filing":"0001334302-18-000004","document":"wf-form4_153972410014952.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":1,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000133430218000004/wf-form4_153972410014952.xml","form_type":"4"}}]}