[Form 4] BETA Technologies, Inc. Insider Trading Activity
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
BETA Technologies, Inc. director and officer Clark Kyle reported insider transactions in Class A common stock. On May 7, 2026, entities associated with him sold a total of 72,261 shares in open-market transactions at a weighted average price of $18.1216 per share. A footnote states that the sales were mandatory to cover tax liabilities tied to the settlement of performance-based restricted stock units, indicating they were primarily tax-driven rather than discretionary. After these transactions, Kyle’s direct holdings were 748,915 shares, with additional indirect holdings reported through trusts and a spouse account, so he continues to retain a substantial equity position.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Seller: 72,261 shares ($1,309,485)
Net Sell
4 txns
Insider
Clark Kyle
Role
SEE REMARKS
Sold
72,261 shs ($1.31M)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Sale | Class A common stock | 67,296 | $18.1216 | $1.22M |
| Sale | Class A common stock | 4,965 | $18.1216 | $90K |
| holding | Class A common stock | -- | -- | -- |
| holding | Class A common stock | -- | -- | -- |
Holdings After Transaction:
Class A common stock — 748,915 shares (Direct, null);
Class A common stock — 49,746 shares (Indirect, By Spouse)
Footnotes (1)
- Mandatory sale to cover tax liability associated with the settlement of performance-based restricted stock units. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $17.6100 to $19.6099, 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 2 to this Form 4. The reporting person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.
Key Figures
Total shares sold: 72,261 shares
Weighted average sale price: $18.1216 per share
Direct shares sold: 67,296 shares
+5 more
8 metrics
Total shares sold
72,261 shares
Open-market sales on May 7, 2026
Weighted average sale price
$18.1216 per share
Sales range $17.6100 to $19.6099
Direct shares sold
67,296 shares
Direct account sale on May 7, 2026
Spouse account shares sold
4,965 shares
Indirect holding by spouse on May 7, 2026
Direct shares after transaction
748,915 shares
Direct Class A common stock holding post-sale
Spouse shares after transaction
49,746 shares
Indirect holding by spouse post-sale
Godric's Hollow Trust holding
5,719,837 shares
Indirect trust holding reported in Form 4
The Burrow Trust holding
1,624,907 shares
Indirect trust holding reported in Form 4
Key Terms
performance-based restricted stock units, weighted average price, beneficial ownership, pecuniary interest
4 terms
performance-based restricted stock units financial
"Mandatory sale to cover tax liability associated with the settlement of performance-based restricted stock units."
Performance-based restricted stock units are a type of employee equity award that converts into company shares only if predefined financial or operational targets are met over a set period. Think of it like a bonus check that becomes stock only when specific goals are hit; it ties pay to results, aligning managers’ incentives with shareholders. Investors care because these awards affect future share count, executive incentives, and signal how management’s success will be measured and rewarded.
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.
beneficial ownership financial
"The reporting person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein."
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
pecuniary interest financial
"disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein."
