Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Wheels Up Experience Inc.UP · Entity 6501 | Chief Legal Officer | September 09, 2026 | September 12, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Wheels Up Experience Inc.
Report date September 09, 2026 · Filed September 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common Stock, par value $0.0001 per shareSEC Table I · non-derivative | Direct | 91,521 |
Reported balance
After 2026-09-09 transaction · row 1
1 source rowRow 1 · 2026-09-09 · Tax withholding · Disposed 4,345 · Balance 91,521 F1: Represents shares of Class A common stock, par value $0.0001 per share, of Wheels Up Experience Inc. that were withheld for the payment of tax liability arising as a result of the vesting of restricted stock units granted under the Wheels Up Experience Inc. 2021 Long-Term Incentive Plan, as amended and restated April 1, 2023 (as amended by Amendment No. 1 thereto, effective April 15, 2024, Amendment No. 2 thereto, effective March 26, 2025, and Amendment No. 3 thereto, effective March 31, 2026), which were originally reported by the Reporting Person in a Form 4 filed with the United States Securities and Exchange Commission on September 11, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of Class A common stock, par value $0.0001 per share, of Wheels Up Experience Inc. that were withheld for the payment of tax liability arising as a result of the vesting of restricted stock units granted under the Wheels Up Experience Inc. 2021 Long-Term Incentive Plan, as amended and restated April 1, 2023 (as amended by Amendment No. 1 thereto, effective April 15, 2024, Amendment No. 2 thereto, effective March 26, 2025, and Amendment No. 3 thereto, effective March 31, 2026), which were originally reported by the Reporting Person in a Form 4 filed with the United States Securities and Exchange Commission on September 11, 2024.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 09, 2026 Filed Sep 12, 2026 00:00 UTC | Wheels Up Experience Inc. UP · Entity 6501 | Tax withholdingClass A Common Stock, par value $0.0001 per share | 4,345 | $4.04 | $17,553.80 |
DisclosureSEC source: 0001104659-26-107155 · tm2625257-1_4seq1.xml · nonDerivative · entry 1 Knopf Matthew J. · CIK 0002035382 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,521 F1 · shares: Represents shares of Class A common stock, par value $0.0001 per share, of Wheels Up Experience Inc. that were withheld for the payment of tax liability arising as a result of the vesting of restricted stock units granted under the Wheels Up Experience Inc. 2021 Long-Term Incentive Plan, as amended and restated April 1, 2023 (as amended by Amendment No. 1 thereto, effective April 15, 2024, Amendment No. 2 thereto, effective March 26, 2025, and Amendment No. 3 thereto, effective March 31, 2026), which were originally reported by the Reporting Person in a Form 4 filed with the United States Securities and Exchange Commission on September 11, 2024. Read SEC document |
| August 26, 2026 Filed Aug 28, 2026 20:03 UTC | Wheels Up Experience Inc. UP · Entity 6501 | Tax withholdingClass A Common Stock, par value $0.0001 per share | 377 | $5.06 | $1,907.62 |
DisclosureSEC source: 0001104659-26-103400 · tm2624255-6_4seq1.xml · nonDerivative · entry 1 Knopf Matthew J. · CIK 0002035382 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,866 F1 · shares: Represents shares of Class A common stock, par value $0.0001 per share, of Wheels Up Experience Inc. (the "Issuer") that were withheld for the payment of tax liability arising as a result of the vesting of restricted stock units granted under the Wheels Up Experience Inc. 2021 Long-Term Incentive Plan, as amended and restated April 1, 2023 (as amended by Amendment No. 1 thereto, effective April 15, 2024, Amendment No. 2 thereto, effective March 26, 2025, and Amendment No. 3 thereto, effective March 31, 2026), which were originally reported by the Reporting Person in a Form 4/A filed with the United States Securities and Exchange Commission on March 14, 2025. Read SEC document |
| May 26, 2026 Filed May 29, 2026 00:04 UTC | Wheels Up Experience Inc. UP · Entity 6501 | Tax withholdingClass A Common Stock, par value $0.0001 per share | 379 | $8.66 | $3,282.14 |
DisclosureSEC source: 0001104659-26-067727 · tm2615885-7_4seq1.xml · nonDerivative · entry 1 Knopf Matthew J. · CIK 0002035382 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96,243 F1 · shares: Represents shares of Class A common stock, par value $0.0001 per share, of Wheels Up Experience Inc. (the "Issuer") that were withheld for the payment of tax liability arising as a result of the vesting of restricted stock units granted under the Wheels Up Experience Inc. 2021 Long-Term Incentive Plan, as amended and restated April 1, 2023 (as amended by Amendment No. 1 thereto, effective April 15, 2024, and Amendment No. 2 thereto, effective March 26, 2025), which were originally reported by the Reporting Person in a Form 4/A filed with the United States Securities and Exchange Commission on March 14, 2025. F2 · balance_after: Amount of securities has been adjusted to reflect the Issuer's 1-for-20 reverse stock split that occurred on April 24, 2026. Read SEC document |
| February 26, 2026 Filed Feb 28, 2026 01:06 UTC | Wheels Up Experience Inc. UP · Entity 6501 | Tax withholdingClass A Common Stock, par value $0.0001 per share | 35,728 | $0.66 | $23,580.48 |
DisclosureSEC source: 0001104659-26-021764 · tm267619-2_4seq1.xml · nonDerivative · entry 2 Knopf Matthew J. · CIK 0002035382 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,932,493 F2 · shares: Represents shares of Common Stock that were withheld for the payment of tax liability arising as a result of the vesting of RSUs granted under the A&R 2021 LTIP, which were originally reported by the Reporting Person in a Form 4/A filed with the United States Securities and Exchange Commission on March 14, 2025. Read SEC document |
| February 25, 2026 Filed Feb 28, 2026 01:06 UTC | Wheels Up Experience Inc. UP · Entity 6501 | GrantClass A Common Stock, par value $0.0001 per share | 757,211 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-26-021764 · tm267619-2_4seq1.xml · nonDerivative · entry 1 Knopf Matthew J. · CIK 0002035382 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,968,221 F1 · shares: Represents a grant of restricted stock units ("RSUs") under the Wheels Up Experience Inc. 2021 Long-Term Incentive Plan, as amended and restated April 1, 2023 (as amended by Amendment No. 1 thereto, effective April 15, 2024, and Amendment No. 2 thereto, effective March 26, 2025, the "A&R 2021 LTIP"), pursuant to Rule 16b-3(d) under the Securities Exchange Act of 1934, as amended. The RSUs will be settled in shares of Class A common stock, par value $0.0001 per share ("Common Stock"), of Wheels Up Experience Inc. (the "Issuer") upon vesting, if at all. The RSUs will vest as follows: (i) 1/4th of the RSUs will vest on February 25, 2027; and (ii) the remaining RSUs will vest in 12 equal quarterly installments commencing May 25, 2027, in each case subject to the Reporting Person's continued service to the Issuer. Read SEC document |
| September 09, 2025 Filed Sep 12, 2025 00:01 UTC | Wheels Up Experience Inc. UP · Entity 6501 | Tax withholdingClass A Common Stock, par value $0.0001 per share | 87,471 | $2.22 | $194,185.62 |
DisclosureSEC source: 0001410578-25-002166 · tm2525916-3_4seq1.xml · nonDerivative · entry 1 Knopf Matthew J. · CIK 0002035382 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,211,010 F1 · shares: Represents shares withheld for payment of tax liability arising as a result of the vesting of restricted stock units originally reported by the Reporting Person in a Form 4 filed with the United States Securities and Exchange Commission on September 11, 2024. Read SEC document |
| February 26, 2025 Filed Mar 1, 2025 02:08 UTC | Wheels Up Experience Inc. UP · Entity 6501 | GrantClass A Common Stock, par value $0.0001 per share | 341,797 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-019335 · tm257946-8_4seq1.xml · nonDerivative · entry 1 Knopf Matthew J. · CIK 0002035382 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,230,122 F1 · shares: Represents a grant of restricted stock units ("RSUs") pursuant to Rule 16b-3(d) under the Securities Exchange Act of 1934, as amended, which will be settled in shares of the Class A common stock, par value $0.0001 per share, of Wheels Up Experience Inc. (the "Issuer") upon vesting. The RSUs will vest as follows: (i) 1/4th of the RSUs will vest on February 26, 2026; and (ii) the remaining RSUs will vest in 12 equal quarterly installments commencing May 26, 2026, in each case subject to the Reporting Person's continued service to the Issuer. Read SEC document |
| February 26, 2025 Filed Mar 15, 2025 00:01 UTC Amendment | Wheels Up Experience Inc. UP · Entity 6501 | GrantClass A Common Stock, par value $0.0001 per share | 410,156 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-024074 · tm259170-3_4aseq1.xml · nonDerivative · entry 1 Knopf Matthew J. · CIK 0002035382 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,298,481 F1 · shares: Represents a grant of restricted stock units ("RSUs") pursuant to Rule 16b-3(d) under the Securities Exchange Act of 1934, as amended, which will be settled in shares of the Class A common stock, par value $0.0001 per share ("Common Stock"), of Wheels Up Experience Inc. (the "Issuer") upon vesting. The RSUs will vest as follows: (i) 1/4th of the RSUs will vest on February 26, 2026; and (ii) the remaining RSUs will vest in 12 equal quarterly installments commencing May 26, 2026, in each case subject to the Reporting Person's continued service to the Issuer. F2 · shares: The purpose of this amendment is to correct the number of RSUs granted to the Reporting Person on February 26, 2025, which were originally reported by the Reporting Person on a Form 4 filed on February 28, 2025 (the "Original Form 4"). The number of shares of Common Stock reported in Table I of the Original Form 4 have been revised as follows: (i) in Column 4, revised to 410,156 shares from 341,797 shares; and (ii) in Column 5, revised to 1,298,481 shares from 1,230,122 shares. Read SEC document |
| September 09, 2024 Filed Sep 12, 2024 00:02 UTC | Wheels Up Experience Inc. UP · Entity 6501 | GrantClass A Common Stock, par value $0.0001 per share | 888,325 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-099020 · tm2423662-4_4seq1.xml · nonDerivative · entry 1 Knopf Matthew J. · CIK 0002035382 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 888,325 F1 · shares: Represents a grant of restricted stock units ("RSUs") pursuant to Rule 16b-3(d) under the Securities Exchange Act of 1934, as amended, which will be settled in shares of the Class A common stock, par value $0.0001 per share, of Wheels Up Experience Inc. (the "Issuer") upon vesting. The RSUs will vest in three equal installments on September 9, 2025, September 9, 2026 and September 9, 2027, subject to the Reporting Person's continued service to the Issuer. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.