BETA Technologies (BETA) director awarded 7,142 shares, holds large stake

Rhea-AI Filing Summary

BETA Technologies, Inc. director Charles A. Davis reported receiving a grant of 7,142 shares of Class A common stock at a stated price of $0.00 per share. This was recorded as a grant or award acquisition rather than an open-market purchase.

Following this award, Davis holds 8,213 Class A shares directly. A separate line shows indirect ownership of 17,646,445 Class A shares held by Ellipse Holdings LLC, an entity associated with Davis, giving him a substantial overall equity stake in the company.

Insider Trade Summary

2 transactions reported

Mixed 2 txns

Insider DAVIS CHARLES A

Role null

Type	Security	Shares	Price	Value
Grant/Award	Class A common stock	7,142	$0.00	--
holding	Class A common stock	--	--	--

Holdings After Transaction: Class A common stock — 8,213 shares (Direct, null); Class A common stock — 17,646,445 shares (Indirect, By Ellipse Holdings LLC)

Footnotes (1)

Key Figures

Share grant: 7,142 shares Direct holdings after grant: 8,213 shares Indirect holdings: 17,646,445 shares +1 more

4 metrics

Share grant 7,142 shares Class A common stock award on 2026-06-11

Direct holdings after grant 8,213 shares Class A common stock held directly by Davis

Indirect holdings 17,646,445 shares Class A common stock held indirectly via Ellipse Holdings LLC

Grant price $0.00 per share Stated price for 7,142-share award

Key Terms

grant/award acquisition, Class A common stock, indirect ownership

3 terms

grant/award acquisition financial

"The transaction is described as a grant/award acquisition with code A."

Class A common stock financial

"Each reported transaction involves BETA Technologies Class A common stock."

Class A common stock is a category of a company’s shares that carries a specific set of ownership rights—most commonly defined voting power and claims on dividends—set out in the company’s charter. For investors it matters because the class determines how much influence you have over corporate decisions, the share’s likely dividend and trading behavior, and how it compares in value to other share classes, like choosing a particular seat with different privileges at the company’s decision-making table.

indirect ownership financial

"Indirect ownership is shown through Ellipse Holdings LLC holding 17,646,445 shares."

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google Not now

Form 4 Insider Transactions: What Each Field Means →

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^*

DAVIS CHARLES A

(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
	Officer (give title below)		Other (specify below)

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
06/11/2026

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	06/11/2026		A		7,142	A	$0.00	8,213	D
Class A common stock								17,646,445	I	By Ellipse Holdings LLC

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:

Remarks:

	/s/ Brian Dunkiel, as attorney-in-fact	06/12/2026
	** 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)

FAQ

What insider transaction did BETA (BETA) director Charles A. Davis report?

Charles A. Davis reported receiving a grant of 7,142 BETA Technologies Class A common shares. The filing classifies this as a grant or award acquisition at a stated price of $0.00 per share, indicating compensation rather than an open-market stock purchase.

How many BETA (BETA) shares does Charles A. Davis own directly after this filing?

After the reported grant, Charles A. Davis directly owns 8,213 Class A common shares of BETA Technologies. This figure reflects his direct holdings following the 7,142-share award and helps investors understand the scale of his personal equity position.

What indirect BETA (BETA) holdings are associated with Charles A. Davis?

The Form 4 shows indirect ownership of 17,646,445 BETA Technologies Class A shares held by Ellipse Holdings LLC. These shares are attributed as indirect ownership for Davis, significantly increasing his overall economic exposure beyond his direct holdings.

Was the BETA (BETA) share grant to Charles A. Davis an open-market purchase?

No, the 7,142 BETA Technologies Class A shares were reported as a grant or award acquisition. The transaction used code A with a $0.00 per-share price, indicating compensation or an award rather than an open-market buy on a stock exchange.

Does the BETA (BETA) Form 4 show any insider share sales by Charles A. Davis?

The Form 4 does not report any share sales by Charles A. Davis. It shows one acquisition of 7,142 Class A shares as a grant or award and a separate holding entry for indirect ownership, with no sale transactions disclosed in this filing.