UP CLUSTER SEC Filing Analysis

Latest settled — T+5d

UP ▲ +53.82% at T+5d

NEUTRAL call ✓ call won +53.82% · α vs SPY +52.20% · entry $5.63 → $8.66

Next anchor: T+20d in 5d

Last close $7.19 (close Jun 8) · +27.71% from $5.63 entry

Entry anchored
May 15, 06:00 PM ET
via Databento tick

T+1d

+7.10%

call +7.10% · α +7.75%

$6.03

settled 23d ago

T+5d

+53.82%

call +53.82% · α +52.20%

$8.66

settled 19d ago

T+20d

—

call — · α —

—

in 5d

T+60d

—

call — · α —

—

in 2mo

Price Chart

Loading chart...

Executive Summary

Small insider cluster at Wheels Up (UP) with CEO Mattson buying ~$59K and CSO Briffa selling ~$19K, following Q1 earnings that showed a 5% revenue decline but completion of fleet transition and a new $100M Delta-led financing. The total insider activity is negligible relative to the $204M market cap (<0.03%), limiting its signaling value.

Key Financial Metrics

Direction

mixed

Total Value

$70.0K

Insiders

3

Actionable Insight

CEO buying after positive operational news is a modestly constructive signal, but the small size limits impact. Monitor for larger insider purchases or closing of the Delta financing facility in Q2.

Key Facts

CEO George Mattson purchased 11,333 shares total (~$58.6K) on May 14-15, 2026.
CSO Mark Briffa sold 3,800 shares (~$19K) on May 13, 2026.
CMO Kristen Lauria had a tax withholding of 653 shares (non-cash, ~$3.3K).
Total insider dollar value: ~$70K, representing ~0.034% of market cap.
Filing follows Q1 earnings (May 11) with revenue down 5% YoY but Delta-led $100M term loan commitment and fleet modernization complete.

Financial Impact

Insider trading totals ~$70K, immaterial relative to $204M market cap.

insider ownershipmarket cap

Risk Factors

Insider cluster size too small to be statistically meaningful.
CSO selling may indicate mixed internal sentiment.
High historical average negative alpha at T+20 for similar filings (calibration data suggests caution).

Market Snapshot

Exchange

OTC

Sector

Air Transportation, Nonscheduled

Analyst Consensus

89% bullish (9 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

Document	Accession Number
CLUSTER Data (Synthetic)	cluster-UP-1779235239518

3 reports for UP

T+1T+5T+20T+60

Track record builds as more directional reports settle.

Filters

Reports for UP — sortable, filterable
	Type				Now
May 21, 2026 20d ago	Insider Cluster BULLISH ★ 6/10	$7.97 $8.82	▲ +10.66%	▲ +8.82%	$7.19 (−9.79%)
May 16, 2026 25d ago	Insider Cluster NEUTRAL ★ 2/10	$5.63 $8.66	▲ +53.82%	▲ +52.20%	$7.19 (+27.71%)
May 16, 2026 25d ago	Insider Cluster MIXED ★ 6/10	$5.63 $8.66	▲ +53.82%	▲ +52.20%	$7.19 (+27.71%)

US Market Status

Market Closed — Opens in 8h 33m

Related Tickers

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access