BETA Technologies (BETA) affiliated trust completes 30K-share stock sale

Rhea-AI Filing Summary

BETA Technologies, Inc. insider filings show that The Godric's Hollow Trust, an entity affiliated with director and officer Clark Kyle, completed open-market sales of 30,000 shares of Class A common stock on July 1–2, 2026.

The trust sold 15,000 shares at a weighted average price of $17.41 on July 1 and 15,000 shares at a weighted average price of $17.93 on July 2, under a previously established Rule 10b5-1 trading plan. After these sales, the trust held 5,539,837 shares, while additional indirect holdings included 1,624,907 shares held by The Burrow Trust and 49,746 shares held by Kyle’s spouse, plus 748,915 shares held directly. The reporting person disclaims beneficial ownership of certain securities except to the extent of his pecuniary interest.

Insights

Equity ownership & insider-transactions analyst

Pre-planned trust sales of 30,000 BETA shares look routine in scale.

The filing shows The Godric's Hollow Trust, affiliated with Clark Kyle, sold 30,000 BETA Class A shares in two open-market transactions around $17–$18 per share. These were executed under a previously established Rule 10b5-1 plan, indicating they were pre-scheduled rather than opportunistic.

Post-transaction, the trust still holds 5,539,837 shares, alongside other indirect and direct holdings, so the sale represents a small fraction of the overall visible position in this filing. The disclosure also notes a disclaimer of beneficial ownership except for Kyle’s pecuniary interest, which is common when shares are held through trusts.

Because the transactions are both modest relative to total holdings and executed under a trading plan, they typically carry limited signaling value about management’s view of the stock. Subsequent company filings may update aggregate insider ownership but this document alone mainly refreshes the ownership record.

Insider Trade Summary 10b5-1

Net Seller: 30,000 shares ($530,066)

Net Sell 5 txns

Insider Clark Kyle

Role SEE REMARKS

Sold 30,000 shs ($530K)

Type	Security	Shares	Price	Value
Sale	Class A common stock	15,000	$17.9292	$269K
Sale	Class A common stock	15,000	$17.4085	$261K
holding	Class A common stock	--	--	--
holding	Class A common stock	--	--	--
holding	Class A common stock	--	--	--

Holdings After Transaction: Class A common stock — 5,539,837 shares (Indirect, By The Godric's Hollow Trust); Class A common stock — 748,915 shares (Direct, null)

Footnotes (1)

1. This transaction was effected pursuant to a previously established 10b5-1 plan by The Godric's Hollow Trust, an entity affiliated with the reporting person. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $16.78 to $17.69, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote 2 to this Form 4. The reporting person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $17.49 to $18.49, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote 4 to this Form 4.

Key Figures

Shares sold July 1, 2026: 15,000 shares at $17.4085 Shares sold July 2, 2026: 15,000 shares at $17.9292 Total shares sold: 30,000 shares +4 more

7 metrics

Shares sold July 1, 2026 15,000 shares at $17.4085 Open-market sale by The Godric's Hollow Trust

Shares sold July 2, 2026 15,000 shares at $17.9292 Open-market sale by The Godric's Hollow Trust

Total shares sold 30,000 shares Net open-market sales in this Form 4

Trust holdings after sales 5,539,837 shares Class A common stock held by The Godric's Hollow Trust

Burrow Trust holdings 1,624,907 shares Indirect holdings in Class A common stock

Spouse holdings 49,746 shares Indirect holdings in Class A common stock

Direct holdings 748,915 shares Direct Class A common stock position

Key Terms

Rule 10b5-1 plan, weighted average price, pecuniary interest, open-market sale, +1 more

5 terms

Rule 10b5-1 plan regulatory

"This transaction was effected pursuant to a previously established 10b5-1 plan"

A Rule 10b5-1 plan is a prearranged, written schedule that lets corporate insiders buy or sell company stock at set times or amounts, even if they later learn material nonpublic information. Think of it like setting an automatic thermostat for trades: it creates a clear record that trades were planned in advance, reducing the risk of insider-trading accusations and helping investors trust that insider transactions are routine rather than based on secret information.

weighted average price financial

"The price reported in Column 4 is a weighted average price."

Weighted average price is the average price of a security where each trade or component is counted according to its size, so bigger trades pull the average more than smaller ones. Think of it like calculating the average cost of a grocery haul where items you bought more of have greater influence on the final per-item cost. Investors use it to understand the true average price paid or received, judge execution quality, and compare trading performance against market movement.

pecuniary interest financial

"disclaims beneficial ownership of such securities except to the extent of his pecuniary interest"

open-market sale financial

"transaction_action": "open-market sale""

An open-market sale is when a shareholder sells existing shares directly on a public exchange to any willing buyer, rather than through a private deal. Think of it like putting goods on a busy market stall where price is set by supply and demand; for investors it matters because such sales increase available supply, can put short-term downward pressure on the stock price, and signal changes in liquidity or investor confidence.

beneficial ownership regulatory

"The reporting person disclaims beneficial ownership of such securities"

Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.

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Form 4 Insider Transactions: What Each Field Means →

Available on EDGAR 07/06/2026 - 04:51 PM Accepted by SEC EDGAR 07/06/2026 - 04:51 PM Learn about SEC filing dates

FAQ

What insider stock transactions did BETA (BETA) report for Clark Kyle?

BETA reported that The Godric's Hollow Trust, affiliated with director and officer Clark Kyle, sold 30,000 shares of Class A common stock in open-market transactions. The sales occurred over two days in July 2026 at weighted average prices around $17–$18 per share.

At what prices were the 30,000 BETA (BETA) shares sold by the trust?

The trust sold 15,000 BETA shares at a weighted average price of $17.4085 on July 1, 2026, and another 15,000 shares at a weighted average price of $17.9292 on July 2, 2026. Both transactions were classified as open-market sales of Class A common stock.

Were BETA (BETA) insider share sales made under a Rule 10b5-1 plan?

Yes. The filing states that the transactions were effected under a previously established Rule 10b5-1 trading plan by The Godric's Hollow Trust. Such plans pre-schedule trades, so the timing reflects a prearranged program rather than a discretionary decision by the affiliated insider.

How many BETA (BETA) shares does the affiliated trust hold after the sales?

After selling 30,000 shares, The Godric's Hollow Trust held 5,539,837 BETA Class A shares. The filing also shows additional indirect holdings through The Burrow Trust and the reporting person’s spouse, plus a separate 748,915-share direct position in the same class of stock.

What total insider holdings are shown for Clark Kyle in this BETA (BETA) filing?

The filing lists 5,539,837 shares held by The Godric's Hollow Trust, 1,624,907 by The Burrow Trust, 49,746 by his spouse, and 748,915 shares held directly. The reporting person disclaims beneficial ownership of some securities except to the extent of his pecuniary interest.

How significant are the 30,000 BETA (BETA) shares sold relative to the trust’s holdings?

The 30,000 shares sold are small compared with the trust’s remaining 5,539,837-share position. This suggests the transactions modestly reduce the affiliated trust’s stake rather than indicating a large-scale exit, especially given their execution under a pre-established Rule 10b5-1 plan.

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

X

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Clark Kyle

(Last) (First) (Middle)

C/O BETA TECHNOLOGIES, INC.

1150 AIRPORT DRIVE

(Street)

SOUTH BURLINGTON VERMONT 05403

(City) (State) (Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
BETA Technologies, Inc. [ BETA ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	SEE REMARKS

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
07/01/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Class A common stock	07/01/2026		S(1)		15,000	D	$17.4085(2)	5,554,837	I	By The Godric's Hollow Trust(3)
Class A common stock	07/02/2026		S(1)		15,000	D	$17.9292(4)	5,539,837	I	By The Godric's Hollow Trust(3)
Class A common stock								748,915	D
Class A common stock								49,746	I	By Spouse(3)
Class A common stock								1,624,907	I	By The Burrow Trust(3)

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. This transaction was effected pursuant to a previously established 10b5-1 plan by The Godric's Hollow Trust, an entity affiliated with the reporting person.

2. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $16.78 to $17.69, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote 2 to this Form 4.

3. The reporting person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.

4. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $17.49 to $18.49, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote 4 to this Form 4.

Remarks:

President and Chief Executive Officer

	/s/ Brian Dunkiel, as attorney-in-fact	07/06/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)