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.
This page provides access to U.S. Securities and Exchange Commission filings for Wheels Up Experience Inc. (NYSE: UP), a provider of on-demand private aviation services. These documents offer detailed information on the company’s operations, capital structure, material agreements, and stock exchange compliance, and are updated in real time as new filings are posted to EDGAR.
For Wheels Up, Form 8-K filings are particularly important. Recent 8-Ks describe material definitive agreements such as an Aircraft Purchase Agreement supporting a sale-leaseback transaction for Bombardier Challenger 300 series and Embraer Phenom 300 series aircraft, allowing the company to sell specified aircraft to a trustee and simultaneously enter into long-term operating leases. Other 8-Ks outline an at-the-market equity offering program with designated sales agents, amendments to an Investment and Investor Rights Agreement with lead and additional investors extending lock-up periods, and press releases announcing quarterly financial results.
Another key focus for UP investors is listing compliance. An 8-K dated December 17, 2025, reports that Wheels Up received a notice from the New York Stock Exchange that its average closing price per share over a consecutive 30 trading-day period fell below the $1.00 minimum required under Section 802.01C. The filing explains the six-month cure period, the conditions for regaining compliance, and the potential use of a reverse stock split within a stockholder-approved ratio range, subject to Board approval.
Through this filings page, users can review Forms 8-K and, where available, annual reports on Form 10-K, quarterly reports on Form 10-Q, and other registration statements and exhibits that detail Wheels Up’s financial condition, risk factors, financing arrangements, and governance. AI-powered summaries help explain complex sections, highlight key terms in material agreements, and surface notable items such as lock-up extensions, equity offerings, and listing-standard notices. Users can also monitor insider and significant shareholder activity when Forms 3, 4, or 5 are filed, gaining additional context on ownership and trading behavior related to UP.
David Godsman, identified as Chief Digital Officer, reported a transaction on 10/02/2025 that reduced his direct holdings of Wheels Up Experience Inc. (UP). The filing shows 39,891 shares of Class A common stock were disposed of at a price of $1.89 per share. The filing explains these shares were withheld to pay tax liabilities arising from the vesting of restricted stock units originally reported on 10/04/2024. After the transaction, the reporting person beneficially owned 936,824 shares, held directly. The Form 4 is signed on behalf of Mr. Godsman by an attorney-in-fact on 10/03/2025.
Wheels Up Experience Inc. (UP) disclosed an insider transaction by its Chief Accounting Officer. On 10/02/2025, the officer reported a Code F transaction, indicating 21,192 shares of Class A common stock were withheld at $1.89 per share to cover taxes from restricted stock unit vesting. Following this withholding, the officer beneficially owns 482,874 shares, held directly.
Wheels Up Experience Inc. (UP) reported an insider transaction by its Chief Sales Officer. On 10/02/2025, the officer had 76,986 Class A shares withheld at $1.89 per share under transaction code F, which reflects shares withheld to cover taxes upon RSU vesting. Following this event, the officer reported beneficial ownership of 973,483 shares, held directly.
Wheels Up Experience Inc. disclosed amendments to its Investor Rights Agreement that extend resale restrictions on certain holders' Class A common stock. The Lead Investors agreed to extend the lock-up on all of their shares issued under the agreement through May 22, 2026, subject to limited exceptions for transfers to permitted transferees. The Additional Investors agreed to extend the lock-up on 29% of their shares through January 2, 2026, with specified timing windows, volume limits and a stated minimum per-share price for any permitted transfers as set forth in the amendment.
The amendment is filed/furnished with the Form 8-K and is signed by CEO George Mattson on behalf of the company.
Insider reported tax-withholding sale tied to RSU vesting. Matthew J. Knopf, identified as Chief Legal Officer and a director of Wheels Up Experience Inc. (UP), reported a transaction dated 09/09/2025 in which 87,471 shares of Class A common stock were disposed at a price of $2.22 per share. After the reported disposition, Mr. Knopf beneficially owned 1,211,010 shares.
The filing explains the shares were withheld to pay tax liabilities arising from the vesting of restricted stock units originally reported in a Form 4 filed on September 11, 2024. The Form 4 was signed by an attorney-in-fact on behalf of Mr. Knopf on 09/11/2025.
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.
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.
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.
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.
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.