STOCK TITAN

BETA director buys 25,945 shares around $19

BETA Technologies, Inc. (BETA) director Michael Robert Stone reported indirect open-market or private purchases of Class A common stock through Ptolemy Capital, LLC on September 1 and 2, 2026, totaling 25,945 shares at per-share prices around $19–$20.

(High)
(Positive)
Form Type
4

Rhea-AI Filing Summary

BETA Technologies, Inc. (BETA) director Michael Robert Stone reported indirect open-market or private purchases of Class A common stock through Ptolemy Capital, LLC on September 1 and 2, 2026, totaling 25,945 shares at per-share prices around $19–$20. A separate holding entry shows 8,213 shares held directly and 169,330 shares held indirectly by The Michael and Karen Stone Family Foundation, Inc. No Rule 10b5-1 trading plan is reported.

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Insights

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Insider Stone Michael Robert
Role Director
Bought 25,945 shs ($503K)
Type Security Shares Price Value
Purchase Class A common stock 13,125 $19.1855 $252K
Purchase Class A common stock 12,820 $19.5779 $251K
holding Class A common stock -- -- --
holding Class A common stock -- -- --
Holdings After Transaction: Class A common stock — 1,792,994.023 shares (Indirect, By Ptolemy Capital, LLC); Class A common stock — 8,213 shares (Direct); Class A common stock — 169,330 shares (Indirect, By The Michael and Karen Stone Family Foundation, Inc.)
Shares purchased September 2, 2026 13,125 shares Indirect purchase of BETA Class A common stock by Ptolemy Capital, LLC
Purchase price September 2, 2026 $19.1855 per share Open-market or private transaction for BETA Class A common stock
Shares purchased September 1, 2026 12,820 shares Indirect purchase of BETA Class A common stock by Ptolemy Capital, LLC
Purchase price September 1, 2026 $19.5779 per share Open-market or private transaction for BETA Class A common stock
Total shares purchased 25,945 shares Aggregate of September 1–2, 2026 indirect purchases
Direct holding 8,213 shares Class A common stock held directly after reported transactions
Indirect foundation holding 169,330 shares Class A common stock held indirectly by The Michael and Karen Stone Family Foundation, Inc.
Class A common stock financial
"reported indirect open-market or private purchases of 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 financial
"purchases of Class A common stock through Ptolemy Capital, LLC were indirect"
open-market or private transaction financial
"Purchase in open market or private transaction"
Rule 10b5-1 regulatory
"No Rule 10b5-1 trading plan is reported"
Rule 10b5-1 is a regulation that allows company insiders to buy or sell their shares at predetermined times, even if they have access to non-public information. It acts like setting a schedule in advance for transactions, helping prevent accusations of unfair trading. This rule provides a way for insiders to plan trades transparently, giving investors confidence that these transactions are not based on hidden information.

FAQ

What insider transactions did BETA director Michael Robert Stone report?

He reported two indirect purchases of BETA Class A common stock through Ptolemy Capital, LLC on September 1 and 2, 2026, totaling 25,945 shares at prices around $19–$20 per share, along with updated direct and foundation holdings.

How many BETA shares did Stone buy on September 2, 2026?

On September 2, 2026, an entity associated with Stone, Ptolemy Capital, LLC, purchased 13,125 shares of BETA Class A common stock at a price of $19.1855 per share in an open-market or private transaction.

What BETA share purchase did Stone report on September 1, 2026?

On September 1, 2026, Ptolemy Capital, LLC, associated with Stone, purchased 12,820 shares of BETA Class A common stock at a price of $19.5779 per share in an open-market or private transaction.

How many BETA shares does Michael Robert Stone hold directly and indirectly?

A holding entry reports 8,213 shares of BETA Class A common stock held directly, and another entry shows 169,330 shares held indirectly by The Michael and Karen Stone Family Foundation, Inc.

Were Stone’s BETA share purchases under a Rule 10b5-1 trading plan?

No. The filing’s Rule 10b5-1 checkbox is not checked, and there is no footnote indicating that the reported BETA share purchases were made pursuant to a Rule 10b5-1 trading plan.

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).
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)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
09/01/2026
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 stock09/01/2026P12,820A$19.57791,779,869.023IBy Ptolemy Capital, LLC
Class A common stock09/02/2026P13,125A$19.18551,792,994.023IBy Ptolemy Capital, LLC
Class A common stock8,213D
Class A common stock169,330IBy 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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
Remarks:
/s/ Brian Dunkiel, as attorney-in-fact09/03/2026
** 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)