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SEC Form 4 鈥� Upbound Group, Inc. (UPBD)

Director Glenn P. Marino reported one insider transaction dated 07/08/2025. He acquired 672 Director Deferred Stock Units (DDSUs) at a reference price of $25.66 per unit. Each DDSU is fully vested and represents the right to receive one share of UPBD common stock when his board service ends. After this award, the director beneficially owns 47,737 DDSUs, held directly. No sales, dispositions, or non-derivative common-stock transactions were disclosed.

The filing reflects routine board equity compensation; no changes to voting power, control, or cash flow are indicated.

On 07/09/2025, Upbound Group, Inc. (UPBD) filed a Form 4 reporting that director Molly Langenstein acquired 280 Director Deferred Stock Units (DSUs) on 07/08/2025 at an implied value of $25.66 per unit. Each DSU is fully vested and entitles the holder to receive one share of UPBD common stock upon the director鈥檚 departure from the board.

Following this routine equity grant, Langenstein鈥檚 total beneficial ownership increased to 16,430 DSUs, held directly. No shares were sold, and there were no changes to common-stock holdings beyond this award. The filing reflects standard director compensation rather than a discretionary market transaction.

Upbound Group, Inc. (UPBD) 鈥� Form 4 filing dated 07/09/2025

Director Charu Jain reported one transaction on 07/08/2025 involving 176 Director Deferred Stock Units (DSUs) under the company鈥檚 non-employee director compensation plan. The transaction was coded 鈥淎鈥� (acquisition) and carries an indicated price of $25.66 per underlying share. Each DSU is fully vested, non-forfeitable and converts into one share of common stock when the director鈥檚 board service ends.

Following the grant, Jain鈥檚 total beneficial ownership of derivative securities tied to UPBD common stock stands at 10,737 DSUs, held directly. No common shares were sold or otherwise disposed of, and no additional derivative instruments were reported.

The filing represents a routine, board-level equity award; it does not announce any corporate events, operational changes or earnings information. Market impact is expected to be minimal.

Upbound Group, Inc. (UPBD) director Jeffrey J. Brown reported new insider purchases and equity accruals dated 8 July 2025. Through a dividend-reinvestment program, Brown bought 1,653 common shares at $25.90, split between the Jeffrey J Brown Living Trust (327 shares) and Brown Equity Partners, LLC (1,326 shares). His indirect ownership now totals 22,057 and 89,400 shares, respectively.

Table II shows an automatic grant of 1,351 fully-vested Director Deferred Stock Units (DSUs) at a reference price of $25.66, increasing Brown鈥檚 direct DSU balance to 135,625 units. Each DSU converts 1-for-1 into common stock once he leaves the board. No shares were sold, and all acquisitions were coded "P" or "A", indicating purchases and awards rather than dispositions. In dollar terms, the common-stock purchases amount to roughly $42,800, a modest but positive vote of confidence from a long-tenured insider.

Everi Holdings Inc. (EVRI) filed a Post-Effective Amendment No. 1 to twelve prior Form S-8 registration statements to deregister all unsold shares of common stock that had been reserved for various employee equity incentive plans. The action follows the closing on July 1, 2025 of a multi-party transaction in which funds managed by affiliates of Apollo Global Management, Inc. ("Buyer") simultaneously acquired Everi and International Game Technology PLC鈥檚 Gaming & Digital business.

Key deal mechanics outlined in the filing include:

• IGT transferred its Gaming & Digital assets to a newly formed subsidiary, Spinco (the 鈥淪eparation鈥�).
• Buyer purchased all Spinco equity and, via an affiliate, the shares of IGT Canada Solutions ULC.
• Buyer Merger Sub merged with and into Everi, leaving Everi as a wholly owned subsidiary of Buyer (the 鈥淢erger鈥�).

Because Everi鈥檚 common stock will be delisted and deregistered under Section 12(b) of the Exchange Act, the company is terminating all ongoing offerings registered under the Securities Act. Upon effectiveness of this amendment, no shares remain registered for sale under the twelve S-8 statements that originally covered roughly 48 million shares issued since 2006.

The filing is largely administrative: it finalises corporate housekeeping after the buy-out, eliminates potential future share issuance under legacy plans and confirms Everi鈥檚 transition to private ownership.

On 06/30/2025, First Solar, Inc. (FSLR) director Norman L. Wright received a grant of 272 shares of common stock under the company鈥檚 quarterly equity compensation program for non-associate directors. The award was booked at $0 cost, indicating a routine, non-cash grant rather than an open-market purchase.

Following the transaction, Wright鈥檚 direct beneficial ownership increased to 4,141 shares. No derivative securities were reported and no dispositions occurred. Given First Solar鈥檚 large share count and market capitalization, the additional shares represent an immaterial percentage of outstanding equity and do not meaningfully alter insider ownership or corporate control.

The Form 4 therefore signals normal board compensation practices rather than a strategic insider trade, offering limited insight into the company鈥檚 near-term financial outlook or valuation.

Pegasystems Inc. (PEGA) has filed a Form 144 indicating an intended insider sale of 4,000 common shares through Morgan Stanley Smith Barney on or about 01 July 2025. The estimated aggregate market value of the planned sale is $216,520, implying an indicative share price of roughly $54.13. The sale represents an immaterial 0.0047 % of the company鈥檚 85.1 million shares outstanding.

The filer is Kenneth Stillwell (and related entities), a senior executive of Pegasystems. Over the past three months, the same insider (or related accounts) has already completed three sales totaling 21,713 shares for combined gross proceeds of about $1.96 million (17,713 shares on 25 Apr 2025; 2,000 shares each on 01 May 2025 and 02 Jun 2025). The filing states the shares to be sold were acquired on 01 Mar 2024 as restricted stock units.

Because a Form 144 is only a notice of proposed sale, the transaction may be executed under an existing Rule 10b5-1 trading plan. While the share count is negligible relative to float, consecutive insider disposals by a key executive can be interpreted as a modest negative sentiment signal. There is no indication of new financing, dilution, or operational changes within this filing.

Bank of Montreal (BMO) is offering US$425,000 of Senior Medium-Term Notes, Series K 鈥� 鈥淒igital Return Buffer Notes鈥� 鈥� maturing 3 August 2026. The notes are linked to the worst performer of three U.S. equity benchmarks: the S&P 500, NASDAQ-100 and Russell 2000 (each a 鈥淩eference Asset鈥�).

Key economic terms:

• Digital Return: 10.40% payable at maturity if the closing level of the Least Performing Reference Asset on 29 July 2026 (the Valuation Date) is 鈮� 85% of its 27 June 2025 Initial Level (鈥淒igital Barrier鈥�).
• Buffer: first 15% downside is absorbed. If the Least Performing Reference Asset drops >15%, principal is reduced point-for-point beyond the buffer, exposing investors to a maximum loss of 85%.
• No periodic coupons; single payment at maturity.
• Issue price: 100%; agent鈥檚 commission 0.375%; estimated initial value: $981.99 per $1,000, reflecting embedded fees and hedging costs.
• Credit exposure: unsecured, unsubordinated obligations of BMO; CUSIP 06376EMN9; not FDIC or CDIC insured; not exchange-listed.

Illustrative payouts: any Final Level 鈮� 85% triggers a fixed $1,104 per $1,000 note (10.40% gain). A Final Level of 80% returns $950 (-5%); 60% returns $750 (-25%); 0% returns $150 (-85%). Upside is capped at 10.40% irrespective of index performance.

Risk considerations include potential loss of up to 85% of principal, limited upside versus direct index exposure, secondary-market illiquidity (no listing; dealer market making discretionary), BMO credit risk, tax uncertainty (treated as prepaid derivative contracts), and a price-to-public that exceeds the bank鈥檚 modeled value.

The product may appeal to investors with a moderately bullish to sideways view on large-, mega- and small-cap U.S. equities over the next ~13 months who are willing to trade upside beyond 10.40% for a 15% buffer and accept issuer credit and liquidity risk.