Wheels Up Experience Inc.·4

Feb 27, 8:07 PM ET

Lauria Kristen 4

4 · Wheels Up Experience Inc. · Filed Feb 27, 2026

Research Summary

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Wheels Up CMO Kristen Lauria Receives 721,154 RSU Award

What Happened
Kristen Lauria, Chief Marketing Officer of Wheels Up Experience Inc. (UP), received a grant of 721,154 restricted stock units (RSUs) on Feb 25, 2026 (reported 2026-02-27). The award is recorded at $0.00 acquisition price (standard for RSU grants). On Feb 26, 2026, a total of 39,708 shares were withheld/disposed to satisfy tax withholding: 3,438 shares @ $0.66 ($2,269) and 36,270 shares @ $0.66 ($23,938), totaling $26,207. These withholding transactions are routine tax-related dispositions rather than open-market sales.

Key Details

  • Transaction dates: RSU grant on 2026-02-25; tax withholding dispositions on 2026-02-26; Form 4 filed 2026-02-27 (timely).
  • Transaction types/codes: A = Award/Grant (RSUs); F = Tax withholding (shares withheld to pay taxes).
  • Shares granted: 721,154 RSUs (to be settled in common stock upon vesting).
  • Shares withheld for taxes: 39,708 shares (3,438 and 36,270) at $0.66 per share; total withheld value ≈ $26,207.
  • Shares owned after transactions: Not specified in the provided filing.
  • Footnotes of note:
    • F1: RSU vesting schedule — 1/4 vests on Feb 25, 2027; remaining RSUs vest in 12 equal quarterly installments beginning May 25, 2027, subject to continued service.
    • F2/F3: The withheld shares relate to tax liabilities from previously reported RSU vestings (originally reported on filings dated June 7, 2024 and March 14, 2025).

Context
RSU grants are a form of compensation, not an open-market purchase. The withheld/disposed shares here were used solely to cover tax liabilities arising from RSU vesting (a routine administrative step) and do not necessarily indicate a decision to sell shares for investment reasons.

Insider Transaction Report

Form 4
Period: 2026-02-25
Lauria Kristen
Chief Marketing Officer
Transactions
  • Award

    Class A Common Stock, par value $0.0001 per share

    [F1]
    2026-02-25+721,1541,706,885 total
  • Tax Payment

    Class A Common Stock, par value $0.0001 per share

    [F2]
    2026-02-26$0.66/sh3,438$2,2691,703,447 total
  • Tax Payment

    Class A Common Stock, par value $0.0001 per share

    [F3]
    2026-02-26$0.66/sh36,270$23,9381,667,177 total
Footnotes (3)
  • [F1]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 the 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.
  • [F2]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 filed with the United States Securities and Exchange Commission ("SEC") on June 7, 2024.
  • [F3]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 SEC on March 14, 2025.
Signature
/s/ Mark Sorensen as attorney-in-fact for Kristen Lauria|2026-02-27

Documents

1 file
  • 4
    tm267619-7_4seq1.xmlPrimary

    OWNERSHIP DOCUMENT