Welcome to our dedicated page for Wheels Up Experience SEC filings (Ticker: UP), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Wheels Up Experience Inc. filings document the public-company disclosures of an on-demand private aviation provider, including operating results, financial condition, fleet modernization, membership and charter activity, and non-GAAP performance measures reported with earnings materials. Current reports also cover Regulation FD releases, material agreements, and capital-structure matters tied to its common stock, warrants, and equity incentive arrangements.
The company’s proxy and 8-K filings address board composition, director elections, executive compensation votes, auditor ratification, long-term incentive plan matters, and amendments to governing documents. Recent capital-structure disclosures include the completed reverse stock split, authorized-share reduction, related amendments to the Wheels Up Partners Holdings LLC agreement, security-holder rights, and NYSE continued-listing compliance matters.
Wheels Up Experience Inc. Chief Sales Officer Mark Briffa reported an open-market sale of 1,017 shares of Class A common stock at $7.50 per share. This was a straightforward stock sale, and he continued to hold 80,083 shares directly after the transaction.
Wheels Up Experience Inc. director Gregory L. Summe reported an acquisition of 24,305 restricted stock units (RSUs) of Class A common stock under the company’s 2021 Long-Term Incentive Plan, as amended. These RSUs will settle in shares of Class A common stock upon vesting, if at all.
The RSUs vest in four equal quarterly installments on September 9, 2026, December 9, 2026, March 9, 2027, and the earlier of June 9, 2027 or the next annual stockholder meeting after that date, subject to his continued service. Following this grant, Summe holds 36,090 shares. All amounts reflect a 1-for-20 reverse stock split effective April 24, 2026.
Moak Donald Lee reported acquisition or exercise transactions in this Form 4 filing.
Wheels Up Experience Inc. director Donald Lee Moak reported receiving an equity-based compensation award. He was granted 24,305 restricted stock units (RSUs) of Class A common stock, which increased his directly held equity to 33,326 shares as reflected in the filing.
The RSUs were granted under the company’s 2021 Long-Term Incentive Plan, as amended, and will be settled in Class A common shares only if they vest. Vesting occurs in four equal quarterly installments on September 9, 2026, December 9, 2026, March 9, 2027, and June 9, 2027 or the next annual shareholder meeting date after June 9, 2027, subject to his continued service. The reported amounts reflect a prior 1-for-20 reverse stock split effective April 24, 2026.
FARAH ROGER N reported acquisition or exercise transactions in this Form 4 filing.
Wheels Up Experience Inc. director Roger N. Farah received an equity award of 24,305 restricted stock units (RSUs) of Class A common stock. The grant was made under the company’s 2021 Long-Term Incentive Plan pursuant to Rule 16b-3(d).
The RSUs will settle in Class A shares upon vesting, if at all. Vesting occurs in four equal quarterly installments on September 9, 2026, December 9, 2026, March 9, 2027, and June 9, 2027 or the date of the next annual stockholder meeting after June 9, 2027, subject to Farah’s continued service.
Wheels Up Experience Inc. director Roger N. Farah has filed an initial Form 3, which is the first beneficial ownership report required for company insiders.
The filing does not report any buy or sell transactions and does not list any share or derivative holdings for Farah as of this statement.
Wheels Up Experience Inc. reported results from its 2026 Annual Meeting of Stockholders held on June 9, 2026. Stockholders approved an amendment to the 2021 Long-Term Incentive Plan, increasing the Class A common stock available for awards from 3,007,484 to 6,757,484 shares and extending the plan’s termination date to March 31, 2036. All four Class II director nominees were elected to serve until the 2029 annual meeting, and stockholders approved, on a non-binding basis, executive compensation for 2025. They also ratified, on a non-binding basis, the appointment of Grant Thornton LLP as independent registered public accounting firm for 2026. About 92.6% of shares outstanding and entitled to vote were represented, providing a strong quorum.
Wheels Up Experience Inc. Chief Accounting Officer Alexander Chatkewitz reported a small tax-related share disposition. On the vesting of previously granted restricted stock units, 188 shares of Class A common stock were withheld at a price of $7.20 per share to cover associated tax liabilities.
Following this withholding, Chatkewitz directly holds 42,812 shares of Class A common stock. This event reflects routine tax withholding on equity compensation rather than an open-market stock sale.
Wheels Up Experience Inc. Chief Digital Officer David Godsman reported a small, routine tax-related share disposition. 593 shares of Class A common stock were withheld at $9.85 per share to cover taxes triggered by the vesting of restricted stock units under the company’s long-term incentive plan. After this withholding, he directly holds 79,816 shares of Class A common stock, so the transaction represents a minor adjustment to his overall equity position rather than an open-market sale.
Delta Air Lines reports beneficial ownership of 13,168,465 shares of Wheels Up Experience Inc. Class A common stock, representing 36.3% of the class, based on 36,260,282 shares outstanding as of May 29, 2026.
The filing explains that under a Voting Agreement, any shares held by Delta above 29.9% of the outstanding Class A stock are treated as neutral for voting and mirror the broader shareholder vote.
Delta also discloses a new unsecured 2026 Term Loan Credit Agreement, under which lead lenders provided Wheels Up a $100.0 million initial term loan, including a $57.0 million commitment from Delta. The loan bears 12% annual interest, primarily payable in kind and capitalized quarterly, and matures on the earliest of several dates including May 29, 2029.