Welcome to our dedicated page for Wheels Up Experience SEC filings (Ticker: WSUPW), 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 an on-demand private aviation company and the securities associated with its public capital structure, including the WSUPW warrant security. Current reports describe fleet modernization, the retirement of legacy jet fleets from revenue service, reverse stock split effects, amendments to the Wheels Up Partners Holdings LLC agreement, and material modifications to security-holder rights.
Proxy materials cover director elections, advisory compensation votes, auditor ratification, and amendments to the Wheels Up Experience Inc. 2021 Long-Term Incentive Plan. The filing record also includes board transition disclosures and governance matters tied to annual meetings, Delaware corporate documents, and subsidiary operating agreements.
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.
Wheels Up Experience Inc. files a pre-effective shelf amendment to register for resale up to 14,814,357 shares of Class A common stock. These shares were issued to investors under the Investor Rights Agreement and represent Investor Shares reported as beneficially owned as of May 15, 2026. The registration is for resale by the selling securityholders only; the Company is not offering shares and will receive no proceeds. The filing discloses related financing arrangements, including the 2023 Term Loan and the Initial 2026 Term Loan, and updates certain investor lock-up and registration-extension amendments.
Wheels Up Experience Inc. has entered into a new unsecured term loan credit agreement providing an initial $100.0 million 2026 Term Loan from Delta, Cox and CK Wheels. The company plans to use the proceeds for working capital, growth initiatives, fleet expansion, debt repayment and transaction expenses.
The credit agreement allows additional Incremental Term Loans of up to $100.0 million, subject to lender consent. The 2026 Term Loan bears interest at 12% per annum, compounded quarterly and generally payable in kind, and matures on the earliest of May 29, 2029, certain default events, or a date tied to the 2023 Credit Agreement maturity.
The new facility is unsecured but guaranteed by substantially all subsidiaries and was accompanied by Amendment No. 4 to the existing 2023 Credit Agreement to permit this debt and recognize the Series B Revolving Equipment Notes Facility as senior secured EETC Obligations. As of the Closing Date, 36,260,282 Class A shares were outstanding, with significant ownership by Delta, Cox and CK Wheels.
Wheels Up Experience Inc. Chief Growth Officer Meaghan Danielle Wells reported a small tax-related share withholding. On the reported date, 298 shares of Class A common stock were withheld at a price of $8.66 per share to cover tax liabilities from vesting restricted stock units.
These shares were not sold in the open market but were retained by the company to satisfy taxes due on equity compensation under the Wheels Up Experience Inc. 2021 Long-Term Incentive Plan. After this transaction, Wells directly holds 66,053 shares of Class A common stock.
The reported share amounts reflect the company’s 1-for-20 reverse stock split that took effect on April 24, 2026.
Wheels Up Experience Inc. Chief Marketing Officer Kristen Lauria reported routine tax-withholding transactions related to equity compensation. A total of 529 shares of Class A common stock were withheld at $8.66 per share to cover tax liabilities triggered by the vesting of previously granted restricted stock units under the A&R 2021 Long-Term Incentive Plan. These Form 4 entries reflect shares delivered to satisfy taxes rather than any open-market purchases or sales by Lauria.
Wheels Up Experience Inc. Chief Legal Officer Matthew J. Knopf reported a routine tax-withholding disposition of 379 shares of Class A common stock on May 26, 2026. These shares were withheld to cover tax liability from the vesting of restricted stock units granted under the company’s 2021 Long-Term Incentive Plan.
The filing notes that Knopf’s share amounts were adjusted for the issuer’s 1-for-20 reverse stock split that occurred on April 24, 2026. After this tax withholding, he directly holds 96,243 shares of Class A common stock, indicating he retains a substantial equity stake.
Wheels Up Experience Inc. Chief People Officer Brian Joseph Kedzior reported routine administrative share dispositions related to tax withholding. A total of 410 shares of Class A common stock were withheld on May 26, 2026 to cover tax liabilities arising from the vesting of restricted stock units granted under the company’s A&R 2021 Long-Term Incentive Plan. The transactions were priced at $8.66 per share and are coded as tax-withholding dispositions, not open-market sales. Following these entries, Kedzior directly holds about 70,015 shares of Class A common stock.
Wheels Up Experience Inc. Chief Operating Officer David L. Holtz reported routine tax-related share dispositions tied to restricted stock unit vesting. On May 26, 2026, a total of 511 shares of Class A common stock were withheld at $8.66 per share to cover tax liabilities.
These shares were not sold in the open market; they were retained by the issuer to satisfy tax obligations triggered by RSUs granted under the company’s amended and restated 2021 long-term incentive plan, with amounts adjusted for a 1-for-20 reverse stock split effective April 24, 2026. After these transactions, Holtz directly held 78,945 shares of Class A common stock.
Wheels Up Experience Inc. Chief Digital Officer David Godsman reported routine tax-related share withholdings connected to vesting of restricted stock units. Two entries on May 26, 2026 show a total of 492 shares of Class A common stock withheld at $8.66 per share to cover tax liabilities, not open-market sales.
The footnotes explain these RSUs were granted under the company’s amended and restated 2021 Long-Term Incentive Plan and that the amounts were adjusted for a 1-for-20 reverse stock split that occurred on April 24, 2026. Following these withholdings, Godsman directly holds 80,409 shares of Class A common stock.
Wheels Up Experience Inc. Chief Accounting Officer Alexander Chatkewitz reported a small, routine share disposition tied to equity compensation. On the RSU vesting date, 274 shares of Class A common stock were withheld at $8.66 per share to cover tax liability from previously granted restricted stock units.
After this tax-withholding event, Chatkewitz directly held 43,000 shares of Class A common stock. The filing also notes that amounts have been adjusted for the company’s 1-for-20 reverse stock split that occurred on April 24, 2026.