STOCK TITAN

BETA (BETA) director Davis adds 1,071 shares, tied to 17.6M via Ellipse

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

BETA Technologies, Inc. director Charles A. Davis reported an insider transaction involving the company’s Class A common stock. On January 30, 2026, he acquired 1,071 shares of Class A common stock at a price of $0 per share, leaving him with 1,071 shares held directly.

In addition, the filing shows 17,646,445 shares of Class A common stock held indirectly through Ellipse Holdings LLC, where Davis serves as President and CEO. This reflects a large indirect beneficial ownership position associated with Ellipse Holdings LLC alongside his smaller direct holding.

Positive

  • None.

Negative

  • None.
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*
DAVIS CHARLES A

(Last) (First) (Middle)
C/O BETA TECHNOLOGIES, INC.
1150 AIRPORT DRIVE

(Street)
SOUTH BURLINGTON VT 05403

(City) (State) (Zip)
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)
3. Date of Earliest Transaction (Month/Day/Year)
01/30/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
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 01/30/2026 A 1,071 A $0 1,071 D
Class A common stock 17,646,445 I By Ellipse Holdings LLC(1)
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:
1. The Reporting Person is the President and CEO of Ellipse Holdings LLC.
/s/ Brian Dunkiel, as attorney-in-fact 02/03/2026
** 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.

FAQ

What insider transaction did BETA director Charles A. Davis report?

Charles A. Davis reported acquiring 1,071 shares of BETA Class A common stock on January 30, 2026 at $0 per share. After the transaction, he directly holds 1,071 shares, as disclosed in the Form 4 filing.

How many BETA shares does Charles A. Davis now own directly and indirectly?

Following the reported transaction, Charles A. Davis directly owns 1,071 BETA Class A shares. The filing also lists 17,646,445 Class A shares held indirectly through Ellipse Holdings LLC, where he is President and CEO, reflecting substantial indirect beneficial ownership.

What role does Ellipse Holdings LLC play in BETA (BETA) share ownership?

Ellipse Holdings LLC holds 17,646,445 shares of BETA Class A common stock as an indirect holding attributed to Charles A. Davis. The Form 4 notes that Davis is President and CEO of Ellipse Holdings LLC, tying this large ownership block to that entity.

On what date did the reported BETA insider transaction occur?

The reported insider transaction occurred on January 30, 2026. On that date, Charles A. Davis acquired 1,071 shares of BETA Class A common stock at a price of $0 per share, according to the filed Form 4 details.

What position does Charles A. Davis hold at BETA Technologies, Inc.?

Charles A. Davis is identified as a director of BETA Technologies, Inc. in the Form 4. The filing checks the box for director status and does not indicate that he is an officer or 10% owner in that specific relationship field.

Is the large BETA shareholding tied to Ellipse Holdings LLC a new transaction?

The 17,646,445 BETA shares linked to Ellipse Holdings LLC are reported as indirectly beneficially owned holdings, not as a new acquisition transaction. They appear in the holdings line, with Davis identified as President and CEO of Ellipse Holdings LLC.
BETA TECHNOLOGIES INC

NYSE:BETA

BETA Rankings

BETA Latest News

BETA Latest SEC Filings

BETA Stock Data

3.62B
132.74M