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Wheels Up Experience (UP) SEC Filings, Aug-Sep 2025

UP NYSE

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.

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Brian Joseph Kedzior, Chief People Officer of Wheels Up Experience Inc. (UP), reported a disposition of 586 shares of Class A common stock on 09/09/2025 at a price of $2.22 per share. The filing indicates these shares were withheld to satisfy tax withholding obligations from the vesting of restricted stock units originally reported in a Form 3 on March 26, 2024. After the withholding, Kedzior beneficially owns 834,328 shares of Class A common stock, held directly.

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Mark Briffa, Chief Sales Officer of Wheels Up Experience Inc. (UP), reported two transactions in September 2025. On 09/09/2025 8,784 shares of Class A common stock were disposed under Code F as shares were withheld to satisfy tax obligations arising from the vesting of restricted stock units, at a reported price of $2.22 per share, leaving 1,060,373 shares owned after that transaction. On 09/11/2025 he reported a sale of 9,904 shares in one transaction at $2.18 per share, resulting in 1,050,469 shares beneficially owned following the sale.

The Form 4 was signed by an attorney-in-fact, Mark Sorensen, on behalf of Mr. Briffa on 09/11/2025. The filing includes an explanation that the 8,784-share disposition was withholding to cover taxes from RSU vesting originally reported on April 4, 2023, and that the reporter will provide details on the numbers sold at the stated price upon request.

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Wheels Up Experience Inc. (UP) notice reports a proposed sale of 9,904 common shares through Morgan Stanley Smith Barney on the NYSE scheduled for 09/11/2025 with an aggregate market value of $21,541.20. The shares were acquired as restricted stock from the issuer on 09/09/2025 and payment was recorded on that date. The filing also lists two recent sales by the same person, Mark Briffa, of 5,780 shares each on 08/26/2025 and 08/28/2025 for gross proceeds of $17,343.47 and $17,095.51, respectively. The notice includes the seller's representation that they are unaware of any undisclosed material adverse information about the issuer.

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Alexander Chatkewitz, Chief Accounting Officer of Wheels Up Experience Inc. (ticker UP), reported a transaction dated 09/05/2025 on a Form 4 filed 09/09/2025. The filing shows a disposition of 3,396 shares of Class A common stock under transaction code F at a price of $2.00 per share. The form states these shares were withheld to satisfy tax liability arising from the vesting of restricted stock units originally reported in a Form 3 on September 11, 2024. After the transaction the reporting person beneficially owned 504,066 shares. The Form 4 was signed by an attorney-in-fact.

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David L. Holtz, Chief Operating Officer and Director of Wheels Up Experience Inc. (UP), reported the sale of Class A common stock on 08/29/2025. The Form 4 shows 36,318 shares were sold in multiple transactions at a weighted-average price of $2.92 per share (prices ranged $2.92–$2.93). After the reported sales, the filing states the reporting person beneficially owned 954,254 shares. The filing was signed by an attorney-in-fact and contains an explanation that the weighted-average price reflects multiple sales and that the reporter will provide supplemental detail on request.

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Wheels Up Experience Inc. (UP) filed a Form 144 reporting a proposed sale of 36,318 common shares valued at $106,124.83 to be executed through Morgan Stanley Smith Barney LLC on the NYSE with an approximate sale date of 08/29/2025. The 36,318 shares correspond to restricted stock that vested under a registered plan on three dates in 2025: 02/26/2025 (23,562 shares), 05/26/2025 (6,369 shares) and 08/26/2025 (6,387 shares). The filer reports no securities sold in the past three months and affirms they are not aware of undisclosed material adverse information about the issuer.

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Wheels Up Experience Inc. filed an 8-K disclosing entry into a material definitive agreement for an at-the-market equity program and related legal opinion. The filing lists an ATM Equity OfferingSM Sales Agreement dated August 29, 2025 with BofA Securities, Inc. and Jefferies LLC serving as sales agents, and includes an opinion of Troutman Pepper Locke LLP on the legality of the shares and the firm's consent.

The document is procedural: it identifies the sales agreement and counsel opinion but does not disclose offering size, pricing, or intent to sell shares. The filing is signed by CEO George Mattson.

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Prospectus supplement excerpts for Wheels Up Experience Inc. (UP) describe the types and amounts of securities that may be issued and key terms applicable to those securities. The text lists outstanding and potentially issuable common stock including 810,309 treasury shares, 2,880,861 shares issuable upon exchange of legacy profits interests (maximum potential amount dependent on market price and exchange mechanics), 886,810 shares issuable upon exercise of stock options at a weighted-average exercise price of $76.49, and 21,917,191 shares issuable upon settlement of RSUs and PRSUs as of June 30, 2025. An aggregate of 100,000,000 shares are reserved under the 2021 Long-Term Incentive Plan (as amended). The disclosure also describes 900,000 Earnout Shares tied to stock-price milestones ($125/$150/$175 triggers) and warrants exercisable for 1/10th of a share with an effective exercise price of $115 per whole share (through July 13, 2026).

The document outlines governance and voting limits tied to citizenship (a Citizenship Limitation limiting some holders to 24.9% voting power and specific smaller caps for certain Whitebox funds), board composition (director designees for Delta, CK Wheels, CIH, CEO, Tim Armstrong, David Adelman), terms and structural features of debt securities, events of default, trustee holder protections, global security/DTC provisions, redemption mechanics for warrants (including Reference Value thresholds of $100/$180 and specified redemption prices), and typical prospectus incorporation-by-reference citations to recent SEC filings.

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Donald Lee Moak, a director of Wheels Up Experience Inc. (UP), reported a sale of Class A common stock on 08/27/2025. He disposed of 43,166 shares in multiple transactions at a weighted average price of $3.11 per share, with reported trade prices ranging from $3.07 to $3.19. After the sale, the report shows he beneficially owned 180,431 shares. The Form 4 was signed by an attorney-in-fact on 08/28/2025. The filer notes availability of detailed per-price sale information on request.

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Kristen Lauria, Chief Marketing Officer of Wheels Up Experience Inc. (UP), reported a withholding of 2,901 shares of Class A common stock on 08/26/2025 at a price of $3.00 per share to satisfy tax liability from the vesting of restricted stock units originally reported on June 7, 2024. Following this withholding, Lauria beneficially owned 1,031,817 shares. The Form 4 was signed on behalf of Lauria by attorney-in-fact Mark Sorensen on 08/28/2025. The filing lists Lauria's address as C/O Wheels Up Experience Inc., 2135 American Way, Chamblee, GA 30341.

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FAQ

How many Wheels Up Experience (UP) SEC filings are available on StockTitan?

StockTitan tracks 124 SEC filings for Wheels Up Experience (UP), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Wheels Up Experience (UP)?

The most recent SEC filing for Wheels Up Experience (UP) was filed on September 11, 2025.