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BETA (BETA) CEO Kyle Clark reports Class A stock grants and large trust holdings

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

BETA Technologies, Inc. director, Chief Executive Officer and President Kyle Clark reported receiving Class A common stock on a Form 4. On January 30, 2026, he acquired 189,285 Class A shares directly and 18,928 Class A shares indirectly through his spouse, each at a reported price of $0 per share.

After these transactions, Clark held 674,247 Class A shares directly and 40,515 Class A shares indirectly through his spouse. The filing also shows indirect holdings of 5,719,837 Class A shares by The Kyle B. Clark Irrevocable Trust-2020 and 1,624,907 Class A shares by the Katie S. Clark Irrevocable Trust. Clark disclaims beneficial ownership of these securities except to the extent of his pecuniary interest.

Positive

  • None.

Negative

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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).
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 VT 05403

(City) (State) (Zip)
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
3. Date of Earliest Transaction (Month/Day/Year)
01/30/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
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 01/30/2026 A 189,285 A $0 674,247 D
Class A common stock 01/30/2026 A 18,928 A $0 40,515 I By Spouse(1)
Class A common stock 5,719,837 I By The Kyle B. Clark Irrevocable Trust-2020(1)
Class A common stock 1,624,907 I By the Katie S. Clark Irrevocable Trust(1)
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. The reporting person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.
Remarks:
Chief Executive Officer and President
/s/ Brian Dunkiel, as attorney-in-fact 02/03/2026
** 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.

FAQ

What does the BETA (BETA) Form 4 filing report for Kyle Clark?

The Form 4 reports that Kyle Clark acquired Class A common stock of BETA Technologies, Inc. on January 30, 2026. It details direct and indirect share acquisitions, post-transaction holdings, and his disclaimer of beneficial ownership except to the extent of his pecuniary interest in those securities.

How many BETA Class A shares did Kyle Clark acquire in this Form 4?

Kyle Clark acquired 189,285 Class A common shares directly and 18,928 Class A common shares indirectly through his spouse, all at a reported price of $0 per share. These acquisitions on January 30, 2026 increased his reported direct and indirect beneficial ownership positions in BETA Technologies, Inc.

What are Kyle Clark’s Class A share holdings in BETA after the reported transactions?

After the transactions, Kyle Clark directly held 674,247 Class A common shares and indirectly held 40,515 Class A common shares through his spouse. Additional indirect holdings are reported through two irrevocable trusts, significantly increasing the total number of Class A shares associated with him and related entities.

What indirect BETA Class A stock holdings are reported through trusts for Kyle Clark?

The filing reports 5,719,837 Class A common shares held indirectly by The Kyle B. Clark Irrevocable Trust-2020 and 1,624,907 Class A common shares held indirectly by the Katie S. Clark Irrevocable Trust. These trust positions are disclosed as indirect beneficial ownership associated with Kyle Clark in the Form 4.

What does Kyle Clark’s beneficial ownership disclaimer mean in the BETA Form 4?

The Form 4 states that Kyle Clark disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest. This means he does not claim full beneficial ownership of all indirectly held shares, but acknowledges an economic interest where he stands to gain financially.

What roles does Kyle Clark hold at BETA Technologies, Inc. in this filing?

The filing identifies Kyle Clark as both a director and an officer of BETA Technologies, Inc., with the remarks specifying that he serves as Chief Executive Officer and President. These roles help explain why he is a reporting person subject to Section 16 insider reporting requirements on Form 4.
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