secwatch / observer
8-K filed May 26, 2026, 6:57 AM ET ticker UP CIK 0001819516
debt confidence high sentiment positive materiality 0.75

Wheels Up Experience Inc. (UP): debt financing — Delta extends lock-up on 35.6% stake through May 2027; Wheels Up closes $68M equipment facility

Wheels Up Experience Inc.

Key facts

Extracted from this filing and checked against the source text.

Debt Financings SEC 8-K Item 2.03/2.04 confidence 0.9

Wheels Up Experience Inc. incurred credit facility of $68.0 million with Wilmington Trust, National Association maturing November 23, 2027.

Instrument
credit facility
Principal
$68.0 million
Counterparty
Wilmington Trust, National Association
Maturity
November 23, 2027
Event
incurrence
Exact text from the filing
purport to be complete and is qualified in its entirety by reference to a copy thereof, which is attached hereto as Exhibit 10.1 and incorporated by reference herein. Closing of $68 million Series B Revolving Equipment Notes Facility On May 21, 2026 (the “Closing Date”), Wheels Up Partners LLC (“WUP LLC”), an indirect subsidiary of the Company, completed its
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Material Agreements SEC 8-K Item 1.01/1.02 confidence 0.95

Wheels Up Experience Inc. entered into Series B Revolving Equipment Notes Facility with Wilmington Trust, National Association (as subordination agent and trustee), Wheels Up Class B-1 Loan Trust 2024-1 valued at $68.0 million Series B Revolving Equipment Notes Facility; net proceeds of approximately $64.3 milli (effective 2026-05-21).

Action
entry
Agreement
credit facility
Counterparty
Wilmington Trust, National Association (as subordination agent and trustee), Wheels Up Class B-1 Loan Trust 2024-1
Value
$68.0 million Series B Revolving Equipment Notes Facility; net proceeds of approximately $64.3 milli
Effective
2026-05-21
Exact text from the filing
the Series B NPA provides for the issuance from time to time by WUP LLC of Series B-1 equipment notes (collectively, the “Series B Revolving Equipment Notes”) in the aggregate principal amount not to exceed $68.0 million (the “Series B Commitment Amount” and, such facility, the “Series B Revolving Equipment Notes Facility”), of which all $68.0 million aggregate principal amount of Series B Revolving Equipment Notes were issued on the Closing Date.
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Material Agreements SEC 8-K Item 1.01/1.02 confidence 0.95

Wheels Up Experience Inc. amended Amendment No. 4 to Investment and Investor Rights Agreement with Delta Air Lines, Inc. valued at Extension of lock-up restriction on Delta's shares through May 22, 2027; extension of deadline for f (effective 2026-05-23).

Action
amendment
Counterparty
Delta Air Lines, Inc.
Value
Extension of lock-up restriction on Delta's shares through May 22, 2027; extension of deadline for f
Effective
2026-05-23
Exact text from the filing
On May 23, 2026 (the “Amendment Date”), Wheels Up Experience Inc. (the “Company”) entered into Amendment No. 4 to Investment and Investor Rights Agreement (the “Investor Rights Agreement Amendment”), with Delta Air Lines, Inc. (“Delta”) to amend and extend certain transfer restrictions set forth in the Investment and Investor Rights Agreement, dated September 20, 2023, by and among, the Company, Delta and each of CK Wheels LLC (“CK Wheels”), Cox Investment Holdings, LLC (“CIH” and, collectively with Delta and CK Wheels, the “Lead Lenders”), Kore Air LLC, Pandora Select Partners, L.P., Whitebox GT Fund, LP, Whitebox Multi-Strategy Partners, L.P., and Whitebox Relative Value Partners, L.P. (collectively with Delta, the “Investors”) (as amended by Amendment No. 1 thereto, dated as of November 15, 2023, as further amended by Amendment No. 2 thereto, dated as of September 22, 2024, as further amended by Amendment No. 3 thereto, dated as of September 21, 2025, as further amended by the Inves
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101 debt financings filed in the last 30 days. Browse all debt financings →

Wheels Up Experience Inc. filing history →

Source: SEC EDGAR
accession 0001104659-26-065982
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