Wheels Up Experience Inc.
UPFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Wheels Up Experience Inc. Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 7 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 23, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| Unconventional Investor, LLC | 2026-03-31 | 16,666 | $8.61K | SEC filing |
| Unconventional Investor, LLC | 2025-12-31 | 16,666 | Not shown | SEC filing |
| Unconventional Investor, LLC | 2025-09-30 | 16,666 | $30.7K | SEC filing |
| Unconventional Investor, LLC | 2025-06-30 | 16,666 | Not shown | SEC filing |
| Unconventional Investor, LLC | 2025-03-31 | 16,666 | Not shown | SEC filing |
| Unconventional Investor, LLC | 2024-12-31 | 16,666 | Not shown | SEC filing |
| West Oak Capital, LLC | 2024-09-30 | 50 | Not shown | SEC filing |
| Unconventional Investor, LLC | 2024-09-30 | 16,666 | Not shown | SEC filing |
| Unconventional Investor, LLC | 2024-06-30 | 16,666 | Not shown | SEC filing |
| West Oak Capital, LLC | 2024-06-30 | 25 | Not shown | SEC filing |
| BARCLAYS PLC | 2023-03-31 | 204,616 | Not shown | SEC filing |
| NEW YORK STATE COMMON RETIREMENT FUND | 2023-03-31 | 42,654 | Not shown | SEC filing |
| Federation des caisses Desjardins du Quebec | 2023-03-31 | 200 | Not shown | SEC filing |
| Voya Investment Management LLC | 2023-03-31 | 59,872 | Not shown | SEC filing |
| Voya Investment Management LLC | 2022-12-31 | 59,872 | $61.7K | SEC filing |
| NEW YORK STATE COMMON RETIREMENT FUND | 2022-12-31 | 113,154 | $117K | SEC filing |
- Each value is checked against Wheels Up Experience Inc.'s share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 10 rows: no share price from within three months of their report dates is on file, so they could not be checked.
- Value not shown for 2 rows: the value per share could not be confirmed against the share prices on file from within three months of the report date.
- 4 rows left out: they repeat the same share count and value quarter after quarter, which a market value cannot do.
Filer report history
Two reports per filer, as filed. No change is calculated, because the data on file cannot confirm that both reports describe the same security. Filers with a row left out above, or with no row above to check, are not listed.
- Unconventional Investor, LLC: 16,666 shares reported 2025-12-31; 16,666 shares reported 2026-03-31.
- Unconventional Investor, LLC: 16,666 shares reported 2025-09-30; 16,666 shares reported 2025-12-31.
- Unconventional Investor, LLC: 16,666 shares reported 2025-06-30; 16,666 shares reported 2025-09-30.
- Unconventional Investor, LLC: 16,666 shares reported 2025-03-31; 16,666 shares reported 2025-06-30.
- Unconventional Investor, LLC: 16,666 shares reported 2024-12-31; 16,666 shares reported 2025-03-31.
- Unconventional Investor, LLC: 16,666 shares reported 2024-09-30; 16,666 shares reported 2024-12-31.
- Unconventional Investor, LLC: 16,666 shares reported 2024-06-30; 16,666 shares reported 2024-09-30.
- Voya Investment Management LLC: 59,872 shares reported 2022-12-31; 59,872 shares reported 2023-03-31.
- Federation des caisses Desjardins du Quebec: 200 shares reported 2022-12-31; 200 shares reported 2023-03-31.
- NEW YORK STATE COMMON RETIREMENT FUND: 113,154 shares reported 2022-12-31; 42,654 shares reported 2023-03-31.
- BARCLAYS PLC: 165,996 shares reported 2022-12-31; 204,616 shares reported 2023-03-31.
- Voya Investment Management LLC: 59,872 shares reported 2022-09-30; 59,872 shares reported 2022-12-31.
Showing the 12 most recent filer reports.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Wheels Up Experience Inc.'s recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2025-11-07 · Briffa Mark: Larger than 20 of the 21 other insider sales of Class A Common Stock, par value $0.0001 per share on file. SEC filing
- 2025-08-26 · Godsman David: Larger than 19 of the 21 other insider sales of Class A Common Stock, par value $0.0001 per share on file. SEC filing
- 2023-01-03 · Smith Todd Lamar: Larger than all 21 other insider sales of Class A Common Stock, par value $0.0001 per share on file. SEC filing
- 2022-12-14 · Dichter Kenneth H: Larger than 12 of the 13 other insider purchases of Class A Common Stock, par value $0.0001 per share on file. SEC filing
- 2022-06-01 · Adelman David J.: Larger than all 13 other insider purchases of Class A Common Stock, par value $0.0001 per share on file. SEC filing
Independent insiders buying near the same time
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-06-23 | CK Wheels LLC · 10% owner | Common Stock | S — Open market or private sale | −100 | 7.00 | SEC filing |
| 2026-06-18 | CK Wheels LLC · 10% owner | Common Stock | S — Open market or private sale | −27,524 | 8.05 | SEC filing |
| 2026-06-17 | CK Wheels LLC · 10% owner | Common Stock | S — Open market or private sale | −5,309 | 8.07 | SEC filing |
| 2026-06-16 | CK Wheels LLC · 10% owner | Common Stock | S — Open market or private sale | −4,021 | 8.15 | SEC filing |
| 2026-06-15 | CK Wheels LLC · 10% owner | Common Stock | S — Open market or private sale | −1,252 | 8.52 | SEC filing |
| 2026-06-11 | Briffa Mark · Chief Sales Officer | Class A Common Stock, par value $0.0001 per share | S — Open market or private sale | −1,017 | 7.50 | SEC filing |
| 2026-05-18 | Mattson George N · Chief Executive Officer | Class A Common Stock, par value $0.0001 per share | P — Open market or private purchase | +1,475 | 5.56 | SEC filing |
| 2026-05-15 | Mattson George N · Chief Executive Officer | Class A Common Stock, par value $0.0001 per share | P — Open market or private purchase | +10,029 | 5.13 | SEC filing |
Showing 8 of 20 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-09 | SUMME GREGORY L · Director | Class A Common Stock, par value $0.0001 per share | A — Grant, award, or other acquisition | +24,305 | SEC filing |
| 2026-06-09 | Moak Donald Lee · Director | Class A Common Stock, par value $0.0001 per share | A — Grant, award, or other acquisition | +24,305 | SEC filing |
| 2026-06-09 | FARAH ROGER N · Director | Class A Common Stock, par value $0.0001 per share | A — Grant, award, or other acquisition | +24,305 | SEC filing |
| 2026-06-05 | Chatkewitz Alexander · Chief Accounting Officer | Class A Common Stock, par value $0.0001 per share | F — Payment of exercise price or tax by delivering securities | −188 | SEC filing |
| 2026-06-01 | Godsman David · Chief Digital Officer | Class A Common Stock, par value $0.0001 per share | F — Payment of exercise price or tax by delivering securities | −593 | SEC filing |
| 2026-05-26 | Briffa Mark · Chief Sales Officer | Class A Common Stock, par value $0.0001 per share | F — Payment of exercise price or tax by delivering securities | −646 | SEC filing |
| 2026-05-26 | Kedzior Brian Joseph · Chief People Officer | Class A Common Stock, par value $0.0001 per share | F — Payment of exercise price or tax by delivering securities | −105 | SEC filing |
| 2026-05-26 | Holtz David L · Chief Operating Officer | Class A Common Stock, par value $0.0001 per share | F — Payment of exercise price or tax by delivering securities | −376 | SEC filing |
Showing 8 of 22 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2023-11-15 | DELTA AIR LINES, INC. · 10% owner | Class A Common Stock | J — Other acquisition or disposition | +197,606,206 | SEC filing |
| 2023-09-20 | DELTA AIR LINES, INC. · 10% owner | Class A Common Stock | J — Other acquisition or disposition | +60,563,002 | SEC filing |
| 2023-05-16 | Dichter Kenneth H · Director | Class A Common Stock, par value $0.0001 per share | D — Disposition to the issuer | −533,334 | SEC filing |
| 2023-05-16 | Dichter Kenneth H · Director | Restricted Stock Units | D — Disposition to the issuer | −1,615,000 | SEC filing |
Showing 4 of 4 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.