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BETA Technologies (BETA) CEO's trust sells 77,800 shares

(Very High)
(Negative)
Form Type
4

Rhea-AI Filing Summary

BETA Technologies, Inc. (BETA) reported insider activity by President and CEO Clark Kyle involving sales, a gift, and updated indirect holdings of Class A common stock. An affiliated entity, The Godric's Hollow Trust, sold 30,000 shares at $24.6641, 30,000 at $25.0781, and 30,000 at $26.0563 per share in open-market transactions, all effected under a previously established Rule 10b5-1 plan. Kyle also made a bona fide gift of 10,000 shares to a charitable organization and reported direct ownership of 738,915 shares afterward. Indirect holdings include 49,746 shares held by his spouse and 1,624,907 shares held by The Burrow Trust, with Kyle disclaiming beneficial ownership of securities held through the trusts and spouse except to the extent of his pecuniary interest.

Positive

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Negative

  • None.

Insights

Analyzing...

Insider Clark Kyle
Role SEE REMARKS
Sold 77,800 shs ($1.97M)
Type Security Shares Price Value
Sale Class A common stock F2, F6, F4 30,000 $26.0563 $782K
Sale Class A common stock F2, F5, F4 30,000 $25.0781 $752K
Gift Class A common stock F1 10,000 $0.00 $0.00
Sale Class A common stock F2, F3, F4 17,800 $24.6641 $439K
holding Class A common stock F4 -- -- --
holding Class A common stock F4 -- -- --
Holdings After Transaction: Class A common stock — 738,915 shares (Direct); Class A common stock — 5,319,141 shares (Indirect, By The Godric's Hollow Trust); Class A common stock — 49,746 shares (Indirect, By Spouse); Class A common stock — 1,624,907 shares (Indirect, By The Burrow Trust)
Footnotes (6)
  1. F1. Bona fide gift to a charitable organization.
  2. F2. 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.
  3. F3. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $24.105 to $25.500, 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 3 to this Form 4.
  4. F4. The reporting person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.
  5. F5. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $24.40 to $25.60, 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 5 to this Form 4.
  6. F6. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $24.74 to $26.89, 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 6 to this Form 4.
Shares sold 2026-08-14 17,800 shares at $24.6641 per share Open-market sale by The Godric's Hollow Trust, weighted average price
Shares sold 2026-08-17 30,000 shares at $25.0781 per share Open-market sale by The Godric's Hollow Trust, weighted average price
Shares sold 2026-08-18 30,000 shares at $26.0563 per share Open-market sale by The Godric's Hollow Trust, weighted average price
Gifted shares 10,000 shares at $0.0000 per share Bona fide gift of Class A common stock to a charitable organization
Net shares sold 77,800 shares Net sell volume across reported open-market sales
Direct holdings after gift 738,915 shares Directly held Class A common stock following the 10,000-share gift
Indirect holdings by spouse 49,746 shares Class A common stock held indirectly through spouse
Indirect holdings by The Burrow Trust 1,624,907 shares Class A common stock held indirectly through The Burrow Trust
Rule 10b5-1 plan financial
"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.
bona fide gift financial
"Bona fide gift to a charitable organization."
A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.
pecuniary interest financial
"disclaims beneficial ownership of such securities except to the extent of his pecuniary interest"

FAQ

What insider transactions did BETA Technologies (BETA) disclose for Clark Kyle on this Form 4?

BETA reported that CEO Clark Kyle had affiliated entities sell 77,800 shares of Class A common stock and made a 10,000-share charitable gift. The filing also updates his direct and indirect shareholdings after these transactions.

How many BETA (BETA) shares were sold and at what prices in Clark Kyle’s recent trades?

Affiliated trust sales totaled 77,800 shares: 17,800 at a weighted average of $24.6641, 30,000 at $25.0781, and 30,000 at $26.0563. Each price reflects weighted averages over multiple trades within disclosed ranges.

Were Clark Kyle’s BETA (BETA) stock sales made under a Rule 10b5-1 trading plan?

Yes. The filing states that sales by The Godric's Hollow Trust were effected under a previously established Rule 10b5-1 plan. This indicates the transactions followed a pre-arranged trading program rather than discretionary market timing.

Did Clark Kyle make any gifts of BETA (BETA) shares in this Form 4?

Yes. Clark Kyle reported a bona fide gift of 10,000 shares of Class A common stock to a charitable organization at a reported price of $0.00 per share, reflecting a non-sale transfer for charitable purposes.

What are Clark Kyle’s reported direct and indirect BETA (BETA) shareholdings after these transactions?

After the reported activity, Clark Kyle holds 738,915 BETA shares directly. Indirectly, he reports 49,746 shares held by his spouse and 1,624,907 shares held by The Burrow Trust, while disclaiming beneficial ownership except for his pecuniary interest.

How does the Form 4 describe Clark Kyle’s beneficial ownership of BETA (BETA) shares held through trusts and his spouse?

The Form 4 states that Kyle disclaims beneficial ownership of securities held by The Godric's Hollow Trust, The Burrow Trust, and his spouse, except to the extent of his pecuniary interest, clarifying his economic versus legal interest in those holdings.

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

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Learn about SEC filing dates
SEC Form 4
FORM 4UNITED 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)
XDirector10% Owner
XOfficer (give title below)Other (specify below)
SEE REMARKS
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
08/14/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm 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)
CodeVAmount(A) or (D)Price
Class A common stock08/14/2026G(1)10,000D$0.00738,915D
Class A common stock08/14/2026S(2)17,800D$24.6641(3)5,379,141IBy The Godric's Hollow Trust(4)
Class A common stock08/17/2026S(2)30,000D$25.0781(5)5,349,141IBy The Godric's Hollow Trust(4)
Class A common stock08/18/2026S(2)30,000D$26.0563(6)5,319,141IBy The Godric's Hollow Trust(4)
Class A common stock49,746IBy Spouse(4)
Class A common stock1,624,907IBy The Burrow Trust(4)
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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. Bona fide gift to a charitable organization.
2. 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.
3. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $24.105 to $25.500, 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 3 to this Form 4.
4. The reporting person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.
5. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $24.40 to $25.60, 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 5 to this Form 4.
6. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $24.74 to $26.89, 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 6 to this Form 4.
Remarks:
President and Chief Executive Officer
/s/ Brian Dunkiel, as attorney-in-fact08/18/2026
** Signature of Reporting PersonDate
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)