Wheels Up Experience Inc. has 5 Schedule 13D or 13G filings on record since 2025-11-14. 1 holder's latest filing reports 5% or more of class a common stock, par value $0.0001 per share. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Delta Air Lines, Inc. | 36.3% | 13,168,465 | SCHEDULE 13D/A, 2026-06-02 | 2026-05-29 |
| Whitebox Advisors LLC | 2.8% | 1,021,597 | SCHEDULE 13G/A, 2026-08-14 | 2026-06-30 |
| Kore Advisors LP | 2.12% | 770,231 | SCHEDULE 13G/A, 2026-08-13 | 2026-06-30 |
Purpose of Transaction (Item 4)
Delta Air Lines, Inc.
Item 4 is hereby amended and supplemented by deleting the last paragraph of Item 4 of Amendment No. 6 and replacing it with the following: "2026 Term Loan Credit Agreement and Amendment No. 4 to the Credit Agreement As disclosed by the Issuer in a Current Report on Form 8-K filed by the Issuer with the SEC on June 1, 2026 (the "Form 8-K"), the Issuer entered into a Credit Agreement (the "2026 Credit Agreement"), dated as of May 29, 2026 (the "Closing Date"), by and among the Issuer, as borrower, certain subsidiaries of the Issuer, as guarantors, the Reporting Person, Cox Investment Holdings, LLC ("Cox") and CK Wheels LLC ("CK Wheels", and collectively with the Reporting Person and Cox, the "Lead Lenders"), and U.S. Bank Trust Company, N.A., as administrative agent, pursuant to which the Lead Lenders provided an unsecured term loan facility to the Issuer in the aggregate original principal amount of $100.0 million (the "Initial 2026 Term Loan"). The Reporting Person's commitment under the Initial 2026 Term Loan was $57.0 million. Pursuant to the 2026 Credit Agreement, the Issuer, with the consent of each Lead Lender, may request the establishment of additional term loan commitments after the Closing Date in an aggregate original principal amount up to $100.0 million (each, an "Incremental Term Loan" and, together with the Initial 2026 Term Loan, the "2026 Term Loan"), subject to lender participation and certain other requirements set forth in the 2026 Credit Agreement. …The first part of Item 4 of the SCHEDULE 13D/A filed 2026-06-02; the filing has the rest
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-11-14 | Whitebox Advisors LLC | 3.9% | SCHEDULE 13G/A |
| 2025-11-14 | Kore Advisors LP | 2.4% | SCHEDULE 13G/A |
| 2026-06-02 | Delta Air Lines, Inc. | 36.3% | SCHEDULE 13D/A |
| 2026-08-13 | Kore Advisors LP | 2.12% | SCHEDULE 13G/A |
| 2026-08-14 | Whitebox Advisors LLC | 2.8% | SCHEDULE 13G/A |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.