LLC tied to BETA director buys more shares

BETA Technologies director Michael Robert Stone reported updated holdings of the company’s Class A common stock.

Rhea-AI Filing Summary

BETA Technologies director Michael Robert Stone reported updated holdings of the company’s Class A common stock. An entity associated with him, Ptolemy Capital, LLC, made an open-market purchase of 17,135.023 shares at $14.59 per share on May 19, 2026, bringing its indirect holdings to 1,767,049.023 shares.

The filing also lists 169,330 shares held indirectly by The Michael and Karen Stone Family Foundation, Inc. and 1,071 shares held directly by Stone, recorded as holdings entries rather than new market trades.

Insider Trade Summary

Net Buyer: 17,135.023 shares

Net Buy 3 txns

Insider Stone Michael Robert

Role Director

Bought 17,135.023 shs ($250K)

Type	Security	Shares	Price	Value
Purchase	Class A common stock	17,135.023	$14.59	$250K
holding	Class A common stock	--	--	--
holding	Class A common stock	--	--	--

Holdings After Transaction: Class A common stock — 1,767,049.023 shares (Indirect, By Ptolemy Capital, LLC); Class A common stock — 1,071 shares (Direct); Class A common stock — 169,330 shares (Indirect, By The Michael and Karen Stone Family Foundation, Inc.)

Key Figures

Open-market purchase: 17,135.023 shares Purchase price: $14.59/share Indirect holdings via Ptolemy Capital, LLC: 1,767,049.023 shares +3 more

6 metrics

Open-market purchase 17,135.023 shares Class A common stock bought by Ptolemy Capital, LLC on May 19, 2026

Purchase price $14.59/share Price per share for 17,135.023 Class A shares bought by Ptolemy Capital, LLC

Indirect holdings via Ptolemy Capital, LLC 1,767,049.023 shares Class A common stock held indirectly after the reported purchase

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

Direct holdings 1,071 shares Class A common stock held directly by Michael Robert Stone

Net buy shares 17,135.023 shares Net buy-sell direction reported as net-buy in transaction summary

Key Terms

Class A common stock, open-market purchase, indirect ownership, Form 4, +1 more

5 terms

Class A common stock financial

"security_title: "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.

open-market purchase financial

"transaction_action: "open-market purchase""

An open-market purchase is when an investor or a company buys shares on a public stock exchange at the going market price, rather than through a private deal. It matters to investors because these purchases change how many shares are available, can push the stock price up or signal confidence from large buyers, and often affect per-share metrics like earnings—think of it like someone buying lots of apples off a grocery shelf, reducing supply and potentially raising the price.

indirect ownership financial

"ownership_type: "indirect" for Ptolemy Capital, LLC and the foundation"

Form 4 regulatory

"INSIDER FILING DATA (Form 4)"

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.

transaction code P financial

"transaction_code: "P" described as purchase in open market or private transaction"

FAQ

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

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

The filing reports an open-market purchase of 17,135.023 Class A common shares at $14.59 per share by Ptolemy Capital, LLC, an entity associated with director Michael Robert Stone, on May 19, 2026, increasing that entity’s indirect holdings to 1,767,049.023 shares.

Who actually bought BETA Technologies shares in this Form 4 filing?

The buyer was Ptolemy Capital, LLC, listed as indirectly owned in connection with director Michael Robert Stone. It purchased 17,135.023 Class A common shares at $14.59 each, and held 1,767,049.023 shares of BETA Technologies Class A common stock after the transaction.

How many BETA Technologies shares does Ptolemy Capital, LLC hold after the trade?

After buying 17,135.023 shares at $14.59 per share, Ptolemy Capital, LLC is shown holding a total of 1,767,049.023 BETA Technologies Class A common shares indirectly associated with director Michael Robert Stone, according to the reported post-transaction ownership figure.

What other BETA Technologies holdings are linked to Michael Robert Stone?

Besides the Ptolemy Capital, LLC position, the filing lists 169,330 BETA Technologies Class A shares held indirectly by The Michael and Karen Stone Family Foundation, Inc., and 1,071 Class A shares held directly by Michael Robert Stone, both recorded as holdings entries on May 19, 2026.

Was the BETA Technologies share purchase an open-market transaction?

Yes. The transaction is coded as a “P” type, described as a purchase in an open market or private transaction, with 17,135.023 Class A common shares of BETA Technologies bought at a price of $14.59 per share by Ptolemy Capital, LLC.

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

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Accepted by SEC EDGAR 05/21/2026 - 05:40 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)
05/19/2026

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	05/19/2026		P		17,135.023	A	$14.59	1,767,049.023	I	By Ptolemy Capital, LLC
Class A common stock								1,071	D
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	05/21/2026
	** 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)