BETA director receives 7,142-share stock grant

Stone Michael Robert reported acquisition or exercise transactions in this Form 4 filing.

Rhea-AI Filing Summary

Stone Michael Robert reported acquisition or exercise transactions in this Form 4 filing.

BETA Technologies, Inc. director Michael Robert Stone reported an equity award of 7,142 shares of Class A common stock at $0.00 per share. This grant increased his direct holdings to 8,213 shares. The filing also lists indirect holdings of Class A common stock through The Michael and Karen Stone Family Foundation, Inc. and Ptolemy Capital, LLC.

Insider Trade Summary

Grant/Award: 7,142 shares

Grant/Award 3 txns

Insider Stone Michael Robert

Role Director

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

Holdings After Transaction: Class A common stock — 8,213 shares (Direct); Class A common stock — 1,767,049.023 shares (Indirect, By Ptolemy Capital, LLC); Class A common stock — 169,330 shares (Indirect, By The Michael and Karen Stone Family Foundation, Inc.)

Key Figures

Equity award: 7,142 shares Grant price: $0.00 per share Direct holdings after grant: 8,213 shares +2 more

5 metrics

Equity award 7,142 shares Class A common stock grant at $0.00 per share

Grant price $0.00 per share Price for 7,142-share Class A stock award

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

Indirect foundation holdings 169,330 shares Class A common stock held by The Michael and Karen Stone Family Foundation, Inc.

Indirect LLC holdings 1,767,049.023 shares Class A common stock held by Ptolemy Capital, LLC

Key Terms

Class A common stock, grant/award acquisition, indirect ownership, Form 4

4 terms

Class A common stock financial

"Reports holdings and grants of Class A common stock for BETA Technologies."

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.

grant/award acquisition financial

"The transaction code description states it is a grant, award, or other acquisition."

indirect ownership financial

"Indirect ownership is reported through The Michael and Karen Stone Family Foundation, Inc. and Ptolemy Capital, LLC."

Form 4 regulatory

"The insider activity is disclosed in a Form 4 filing for BETA Technologies."

Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider transaction did BETA (BETA) report for Michael Robert Stone?

BETA Technologies reported that director Michael Robert Stone received an equity award of 7,142 shares of Class A common stock at $0.00 per share, increasing his direct holdings to 8,213 shares according to the Form 4 filing.

How many BETA (BETA) shares does Michael Robert Stone hold directly after this Form 4?

After the reported grant, Michael Robert Stone directly holds 8,213 shares of BETA Technologies Class A common stock. This figure comes from the Form 4 entry showing 7,142 shares acquired and a total of 8,213 shares following the transaction.

Was the BETA (BETA) insider transaction a purchase or a grant?

The Form 4 shows a grant or award acquisition, not an open-market purchase. Stone received 7,142 shares of Class A common stock at $0.00 per share, indicating a compensation-related equity award rather than a cash-funded stock purchase.

What indirect BETA (BETA) holdings are reported for Michael Robert Stone?

The filing reports indirect ownership of Class A common stock, including 169,330 shares held by The Michael and Karen Stone Family Foundation, Inc. and 1,767,049.023 shares held by Ptolemy Capital, LLC, in addition to Stone’s direct holdings.

Does the BETA (BETA) Form 4 show any insider share sales?

The Form 4 does not report any insider sales. It shows one acquisition labeled as a grant, award, or other acquisition of 7,142 shares at $0.00 per share, plus two entries updating indirect holdings classified as holdings rather than sales.

What is the transaction code for the BETA (BETA) insider grant to Michael Robert Stone?

The Form 4 uses transaction code "A" for Michael Robert Stone’s equity grant. Code A indicates a grant, award, or other acquisition of securities, here covering 7,142 shares of Class A common stock at $0.00 per share.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 06/12/2026 - 06:08 PM EDT Learn about SEC filing dates

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^*

Stone Michael Robert

(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								1,767,049.023	I	By Ptolemy Capital, LLC
Class A common stock								169,330	I	By The Michael and Karen Stone Family Foundation, Inc.

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)