---
schema_version: "secwatch.filing_event.v1"
accession: "0001819516-24-000050"
form_type: "8-K"
ticker: "UP"
cik: "0001819516"
company_name: "Wheels Up Experience Inc."
filed_at: "2024-08-21T23:59:59+00:00"
generated_at: "2026-05-31T08:17:34.537701+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.55
calibrated_materiality_score: 0.55
confidence: "high"
source: SEC EDGAR
---

# Wheels Up CFO and CLO to depart; interim CFO appointed and new CLO from Delta

## Summary
- CFO Todd Smith resigns effective Sept 6, 2024; forfeits unvested equity awards.
- CLO Laura Heltebran resigns effective Sept 6, 2024; receives $510K lump sum and bonus.
- Eric Cabezas, SVP Finance, appointed interim CFO effective Sept 6, 2024.
- Matthew Knopf, from Delta Air Lines SVP & Deputy GC, named CLO and Secretary effective Sept 9, 2024.
- Alexander Chatkewitz, Chief Accounting Officer since March 2024, appointed principal accounting officer.

## SEC filing metadata
- accession: 0001819516-24-000050
- form_type: 8-K
- ticker: UP
- cik: 0001819516
- company_name: Wheels Up Experience Inc.
- filed_at: 2024-08-21T23:59:59+00:00
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.55
- calibrated_materiality_score: 0.55
- confidence: high
- sec_items: 5.02, 7.01, 1.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1819516/000181951624000050/0001819516-24-000050-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1819516/000181951624000050/up-20240820.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001819516-24-000050
- JSON: https://secwatch.observer/filing/0001819516-24-000050.json
- Plain text: https://secwatch.observer/filing/0001819516-24-000050.txt

## Key facts
- Executive change
  Eric Cabezas was appointed as Interim Chief Financial Officer at Wheels Up Experience Inc..
  - Action: appointed
  - Role: Interim Chief Financial Officer
  source text: On the Notice Date, the Company’s Board of Directors (the “Board”) appointed Eric Cabezas, age 39, to serve as Interim Chief Financial Officer and principal financial officer of the Company, to become effective on the Departure Date.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1819516/000181951624000050/0001819516-24-000050-index.htm
- Executive change
  Alexander Chatkewitz was appointed as Principal Accounting Officer at Wheels Up Experience Inc..
  - Action: appointed
  - Role: Principal Accounting Officer
  source text: On the Notice Date, the Board appointed Alexander Chatkewitz, age 60, to serve as principal accounting officer of the Company, to become effective on the Departure Date.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1819516/000181951624000050/0001819516-24-000050-index.htm
- Executive change
  Todd Smith resigned as Chief Financial Officer at Wheels Up Experience Inc..
  - Action: resigned
  - Role: Chief Financial Officer
  source text: On August 20, 2024 (the “Notice Date”), Todd Smith, the Chief Financial Officer of Wheels Up Partners LLC, a Delaware limited liability company (“WUP LLC”) and an indirect subsidiary of Wheels Up Experience Inc. (the “Company”), and principal financial and accounting officer of the Company, notified the Company of his intention to resign from employment with the Company and its subsidiaries, to become effective on September 6, 2024 (the “Departure Date”), in order to pursue a new opportunity.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1819516/000181951624000050/0001819516-24-000050-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.