Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Atmus Filtration Technologies Inc.ATMU · Entity 4079 | CLO & Corp Sec | April 01, 2026 | April 02, 2026 |
| Wheels Up Experience Inc.UP · Entity 6501 | Chief Legal Officer | June 06, 2024 | June 07, 2024 |
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.
Atmus Filtration Technologies Inc.
Report date April 01, 2026 · Filed April 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 24,161 |
Reported balance
After 2026-04-01 transaction · row 1
1 source rowRow 1 · 2026-04-01 · Grant · Acquired 3,717 · Balance 24,161 F1: Represents restricted stock units ("RSUs") granted under the Atmus Filtration Technologies Inc. ("Atmus") 2022 Omnibus Incentive Plan as part of Atmus' 2026 annual long-term incentive compensation program, which RSUs will vest in three equal tranches, beginning on March 1, 2027. Each RSU that vests will be settled with one share of Atmus common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units ("RSUs") granted under the Atmus Filtration Technologies Inc. ("Atmus") 2022 Omnibus Incentive Plan as part of Atmus' 2026 annual long-term incentive compensation program, which RSUs will vest in three equal tranches, beginning on March 1, 2027. Each RSU that vests will be settled with one share of Atmus common stock.
Wheels Up Experience Inc.
Report date June 06, 2024 · Filed June 07, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common Stock, par value $0.0001 per shareSEC Table I · non-derivative | Direct | 189,288 |
Reported balance
After 2024-06-06 transaction · row 1
1 source rowRow 1 · 2024-06-06 · Grant · Acquired 151,581 · Balance 189,288 F1: 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, 2025; and (ii) the remaining RSUs will vest in 12 equal quarterly installments commencing May 26, 2025, in each case subject to the Reporting Person's continued service to the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: 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, 2025; and (ii) the remaining RSUs will vest in 12 equal quarterly installments commencing May 26, 2025, in each case subject to the Reporting Person's continued service to the Issuer.
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 |
|---|---|---|---|---|---|---|
| April 01, 2026 Filed Apr 2, 2026 15:30 UTC | Atmus Filtration Technologies Inc. ATMU · Entity 4079 | GrantCommon Stock | 3,717 | $0.00 | $0.00 |
DisclosureSEC source: 0001872261-26-000003 · wk-form4_1775158203.xml · nonDerivative · entry 1 Heltebran Laura · CIK 0001872261 · CLO & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,161 F1 · shares: Represents restricted stock units ("RSUs") granted under the Atmus Filtration Technologies Inc. ("Atmus") 2022 Omnibus Incentive Plan as part of Atmus' 2026 annual long-term incentive compensation program, which RSUs will vest in three equal tranches, beginning on March 1, 2027. Each RSU that vests will be settled with one share of Atmus common stock. Read SEC document |
| May 13, 2025 Filed May 13, 2025 15:57 UTC | Atmus Filtration Technologies Inc. ATMU · Entity 4079 | GrantCommon Stock | 20,444 | $0.00 | $0.00 |
DisclosureSEC source: 0001921963-25-000085 · wk-form4_1747166248.xml · nonDerivative · entry 1 Heltebran Laura · CIK 0001872261 · CLO & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,444 F1 · shares: Represents restricted stock units ("RSUs") granted under the Atmus Filtration Technologies Inc. ("Atmus") 2022 Omnibus Incentive Plan as part of (i) Atmus' annual long-term incentive compensation program, which RSUs will cliff vest on March 1, 2028 and (ii) a one-time long-term incentive award, which RSUs will cliff vest on May 13, 2028. Each RSU that vests will be settled with one share of Atmus common stock. Read SEC document |
| June 06, 2024 Filed Jun 7, 2024 17:33 UTC | Wheels Up Experience Inc. UP · Entity 6501 | GrantClass A Common Stock, par value $0.0001 per share | 151,581 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-069746 · tm2416469-3_4seq1.xml · nonDerivative · entry 1 Heltebran Laura · CIK 0001872261 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 189,288 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, 2025; and (ii) the remaining RSUs will vest in 12 equal quarterly installments commencing May 26, 2025, in each case subject to the Reporting Person's continued service to the Issuer. Read SEC document |
| March 13, 2024 Filed Mar 15, 2024 20:26 UTC | Wheels Up Experience Inc. UP · Entity 6501 | SaleClass A Common Stock, par value $0.0001 per share | 28,413 | $2.54 | $72,169.02 |
DisclosureSEC source: 0001104659-24-035127 · tm248942-3_4seq1.xml · nonDerivative · entry 1 Heltebran Laura · CIK 0001872261 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,707 F1 · shares: The price reported in this box in Column 4 is a weighted average price. These shares were sold on March 13, 2024 in multiple transactions at prices ranging from $2.54 to $2.55 per share, inclusive. The Reporting Person undertakes to provide to Wheels Up Experience Inc., any security holder of Wheels Up Experience Inc., or the staff of the United States Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| February 26, 2024 Filed Feb 27, 2024 20:01 UTC | Wheels Up Experience Inc. UP · Entity 6501 | Tax withholdingClass A Common Stock, par value $0.0001 per share | 4,541 | $3.00 | $13,623.00 |
DisclosureSEC source: 0001104659-24-028339 · tm247428-2_4seq1.xml · nonDerivative · entry 1 Heltebran Laura · CIK 0001872261 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,353 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 June 2, 2023. Read SEC document |
| February 20, 2024 Filed Feb 21, 2024 20:00 UTC | Wheels Up Experience Inc. UP · Entity 6501 | Tax withholdingClass A Common Stock, par value $0.0001 per share | 2,361 | $3.42 | $8,074.62 |
DisclosureSEC source: 0001104659-24-026189 · tm246805-1_4seq1.xml · nonDerivative · entry 1 Heltebran Laura · CIK 0001872261 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,894 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 February 18, 2022. Read SEC document |
| September 18, 2023 Filed Sep 20, 2023 20:30 UTC | Wheels Up Experience Inc. UP · Entity 6501 | Tax withholdingClass A Common Stock, par value $0.0001 per share | 5,390 | $3.04 | $16,385.60 |
DisclosureSEC source: 0001104659-23-102491 · tm2326456-1_4seq1.xml · nonDerivative · entry 1 Heltebran Laura · CIK 0001872261 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,255 F1 · shares: Represents shares withheld for payment of tax liability arising as a result of the vesting of restricted stock originally reported by the Reporting Person in a Form 4 filed with the United States Securities and Exchange Commission on September 21, 2021. F2 · balance_after: Amount of securities has been adjusted to reflect the 10:1 reverse stock split that occurred on June 7, 2023. Read SEC document |
| September 18, 2023 Filed Mar 15, 2024 20:20 UTC Amendment | Wheels Up Experience Inc. UP · Entity 6501 | Tax withholdingClass A Common Stock, par value $0.0001 per share | 1,623 | $3.04 | $4,933.92 |
DisclosureSEC source: 0001104659-24-035125 · tm248942-2_4aseq1.xml · nonDerivative · entry 1 Heltebran Laura · CIK 0001872261 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,022 Read SEC document |
| May 31, 2023 Filed Jun 2, 2023 19:01 UTC | Wheels Up Experience Inc. UP · Entity 6501 | GrantClass A Common Stock, par value $0.0001 per share | 384,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-067685 · tm2317145-4_4seq1.xml · nonDerivative · entry 1 Heltebran Laura · CIK 0001872261 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 746,459 F1 · date: 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 February 23, 2024, February 23, 2025 and February 23, 2026, subject to the Reporting Person's continued service to the Issuer. 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 February 23, 2024, February 23, 2025 and February 23, 2026, subject to the Reporting Person's continued service to the Issuer. Read SEC document |
| February 16, 2022 Filed Feb 18, 2022 16:16 UTC | Wheels Up Experience Inc. UP · Entity 6501 | GrantClass A Common Stock, par value $0.0001 per share | 200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-025180 · tm227162d4_4.xml · nonDerivative · entry 1 Heltebran Laura · CIK 0001872261 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 361,709 F1 · shares: Represents a grant of Restricted Stock Units ("RSUs") pursuant to Rule 16b-3(d), which will be settled in shares of the Class A Common Stock of Wheels Up Experience Inc. upon vesting. The RSUs will vest in three equal installments on February 16, 2023, February 16, 2024 and February 16, 2025, subject to the Reporting Person's continued service to the Issuer. Read SEC document |
| September 17, 2021 Filed Sep 21, 2021 15:49 UTC | Wheels Up Experience Inc. UP · Entity 6501 | GrantClass A Common Stock, par value $0.0001 per share | 161,709 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-117848 · tm2128116-12_4seq1.xml · nonDerivative · entry 1 Heltebran Laura · CIK 0001872261 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,709 F1 · shares: Represents a grant of Restricted Stock Units ("RSUs"), which will be settled in shares of the Class A Common Stock of Wheels Up Experience Inc. upon vesting. The RSUs will vest in three equal installments on September 17, 2022, September 17, 2023 and September 17, 2024, subject to the Reporting Person's continued service to the Issuer. Read SEC document |
| July 13, 2021 Filed Jul 15, 2021 18:05 UTC | Wheels Up Experience Inc. UP · Entity 6501 | GrantStock Option (right to buy) · Derivative | 460,392 | Not disclosed Strike: $8.69 | Not disclosed |
DisclosureSEC source: 0001104659-21-092714 · tm2122254-7_4seq1.xml · derivative · entry 1 Heltebran Laura · CIK 0001872261 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 460,392 Underlying: Class A Common Stock, par value $0.0001 per share · 460,392 shares Expires not disclosed F1 · timeliness: Received in connection with Aspirational Consumer Lifestyle Corp.'s ("Aspirational") business combination transaction with Wheels Up Partners Holdings LLC ("Legacy Wheels Up") in accordance with the terms of the Agreement and Plan of Merger, dated as of February 1, 2021, as amended on May 6, 2021, by and among, inter alia, Aspirational, KittyHawk Merger Sub LLC and Legacy Wheels Up. F1 · price: Received in connection with Aspirational Consumer Lifestyle Corp.'s ("Aspirational") business combination transaction with Wheels Up Partners Holdings LLC ("Legacy Wheels Up") in accordance with the terms of the Agreement and Plan of Merger, dated as of February 1, 2021, as amended on May 6, 2021, by and among, inter alia, Aspirational, KittyHawk Merger Sub LLC and Legacy Wheels Up. F2 · derivative.exercise_date: 25% of the shares subject to the stock option vested as of the closing of the Business Combination, and the remaining 75% will vest in equal installments on September 12, 2021, September 12, 2022 and September 12, 2023. The stock option will expire on December 31, 2030. F2 · derivative.expiration_date: 25% of the shares subject to the stock option vested as of the closing of the Business Combination, and the remaining 75% will vest in equal installments on September 12, 2021, September 12, 2022 and September 12, 2023. The stock option will expire on December 31, 2030. 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.