Every Form 4 that Beta Technologies, Inc. (BETA) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow BETA and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full BETA filings page.
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.
BETA Technologies, Inc. insider Clark Kyle, President and Chief Executive Officer, reported indirect sales of Class A common stock held by The Godric's Hollow Trust under a Rule 10b5-1 plan. The trust sold 30,000 shares on August 19, 2026 at a weighted average price of $26.7424, 30,000 shares on August 20, 2026 at $25.2633, and 23,205 shares on August 21, 2026 at $25.2227, for a total of 83,205 shares. Kyle also reports post-transaction holdings of 738,915 shares directly, and indirect holdings of 49,746 shares by his spouse and 1,624,907 shares by The Burrow Trust, while disclaiming beneficial ownership beyond his pecuniary interest.
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.
BETA Technologies, Inc. reported that President and Chief Executive Officer Clark Kyle, through an affiliated entity, The Godric's Hollow Trust, sold a total of 45,000 shares of Class A common stock in open-market transactions under a previously established Rule 10b5-1 trading plan.
The trust sold 15,000 shares on August 12, 2026 at a weighted average price of $23.4667 per share, with prices ranging from $23.00 to $23.94, and 30,000 shares on August 13, 2026 at a weighted average price of $25.4175 per share, with prices ranging from $23.55 to $26.36. Following these transactions, Kyle is reported as holding 748,915 shares directly and additional indirect holdings, including 49,746 shares held by his spouse and 1,624,907 shares held by The Burrow Trust, while he disclaims beneficial ownership of certain indirect positions except to the extent of his pecuniary interest.
BETA Technologies, Inc. insider Clark Kyle, its President and Chief Executive Officer, reported that The Godric's Hollow Trust, an entity affiliated with him, sold an aggregate of 47,896 shares of Class A common stock in open-market transactions on August 7, 10 and 11, 2026 under a previously established Rule 10b5-1 trading plan. The reported per-share prices are weighted averages, with sales executed within disclosed price ranges. Kyle reports additional Class A holdings, including 748,915 shares held directly and indirect interests through his spouse and The Burrow Trust, while disclaiming beneficial ownership of the indirect holdings except to the extent of his pecuniary interest.
BETA Technologies, Inc. President and Chief Executive Officer Clark Kyle, through The Godric's Hollow Trust, sold 5,000 shares of Class A common stock on July 16, 2026 at a weighted average price of $17.5183 per share. The sale was effected pursuant to a previously established 10b5-1 trading plan.
After this transaction, The Godric's Hollow Trust held 5,489,837 shares indirectly attributed to Kyle, for which he disclaims beneficial ownership except to the extent of his pecuniary interest. Separate reported positions include 748,915 shares held directly, 49,746 shares held indirectly by his spouse, and 1,624,907 shares held indirectly by The Burrow Trust.
BETA Technologies, Inc. director and officer Clark Kyle reported indirect open-market sales of 45,000 Class A shares by The Godric's Hollow Trust, an affiliated entity, on July 13–15 2026 at weighted-average prices between $17.48 and $18.42 per share under a previously established 10b5-1 plan. After these trades, the trust holds 5,494,837 shares, with additional indirect holdings of 1,624,907 shares via The Burrow Trust and 49,746 via his spouse, plus 748,915 shares held directly; Kyle disclaims beneficial ownership beyond his pecuniary interest.
BETA Technologies, Inc. insider filings show that The Godric's Hollow Trust, an entity affiliated with director and officer Clark Kyle, completed open-market sales of 30,000 shares of Class A common stock on July 1–2, 2026.
The trust sold 15,000 shares at a weighted average price of $17.41 on July 1 and 15,000 shares at a weighted average price of $17.93 on July 2, under a previously established Rule 10b5-1 trading plan. After these sales, the trust held 5,539,837 shares, while additional indirect holdings included 1,624,907 shares held by The Burrow Trust and 49,746 shares held by Kyle’s spouse, plus 748,915 shares held directly. The reporting person disclaims beneficial ownership of certain securities except to the extent of his pecuniary interest.
BETA Technologies, Inc. director and officer Clark Kyle reported open-market sales of a total of 30,000 shares of Class A common stock executed by The Godric's Hollow Trust, an entity affiliated with him.
The trust sold 15,000 shares on June 29, 2026 at a weighted average price of $16.3836 per share and another 15,000 shares on June 30, 2026 at a weighted average price of $16.5958 per share, pursuant to a previously established Rule 10b5-1 trading plan.
Following these transactions, The Godric's Hollow Trust held 5,569,837 shares. Additional indirect holdings reported as of June 29, 2026 included 1,624,907 shares held by The Burrow Trust and 49,746 shares held by Kyle’s spouse, alongside 748,915 shares held directly. The reporting person disclaims beneficial ownership of certain securities except to the extent of his pecuniary interest.
BETA Technologies, Inc. director and officer Kyle Clark reported open-market sales of Class A common stock through an affiliated entity. The Godric's Hollow Trust, which is associated with Clark, sold a total of 45,000 shares over three days at weighted average prices between $15.7880 and $16.5051 per share under a previously established Rule 10b5-1 trading plan. After these sales, The Godric's Hollow Trust held 5,599,837 shares. Separate holding entries show additional indirect ownership through The Burrow Trust and Clark's spouse, plus a direct holding of 748,915 shares, indicating a substantial remaining position associated with Clark.
BETA Technologies, Inc. director and officer Clark Kyle reported indirect open-market sales of Class A common stock through an affiliated trust. The Godric's Hollow Trust sold 15,000 shares on each of June 18, 2026, June 22, 2026, and June 23, 2026 at weighted average prices of $15.7826, $15.7379, and $16.0085 per share, respectively, totaling 45,000 shares. These transactions were made under a previously established Rule 10b5-1 trading plan by the trust. Following the latest sale, the trust held 5,644,837 Class A shares indirectly associated with Kyle, who disclaims beneficial ownership except to the extent of his pecuniary interest. Additional holding entries show indirect positions through The Burrow Trust and Kyle's spouse, as well as a direct holding balance.
Trusts affiliated with BETA Technologies director and officer Clark Kyle reported routine share sales and updated holdings. The Godric's Hollow Trust, an entity affiliated with Kyle, sold a total of 45,000 shares of Class A common stock in three open-market transactions of 15,000 shares each on June 18, June 22, and June 23 at weighted average prices of approximately $15.78, $15.74, and $16.01 per share. Individual trades on these days occurred within price ranges from $15.25 to $16.37. After these sales, The Godric's Hollow Trust held 5,644,837 shares indirectly. As of June 18, additional indirect holdings of 1,624,907 shares by The Burrow Trust and 49,746 shares by Kyle's spouse, plus 748,915 shares held directly, were also reported.
BETA Technologies director/officer Clark Kyle reported indirect open-market sales of Class A common stock by The Godric's Hollow Trust, an entity affiliated with him. The trust sold 15,000 shares at a weighted average price of $15.8893 on June 16, 2026 and another 15,000 shares at $16.0534 on June 17, 2026, for total reported sales of 30,000 shares. These transactions were effected under a previously established Rule 10b5-1 trading plan. After the June 17 transaction, The Godric's Hollow Trust held 5,689,837 shares indirectly. Additional indirect holdings as of June 16 included 1,624,907 shares held by The Burrow Trust and 49,746 shares held by his spouse, alongside 748,915 shares held directly.
Stone Michael Robert reported acquisition or exercise transactions in this Form 4 filing.
BETA Technologies, Inc. director Michael Robert Stone reported an equity award of 7,142 shares of Class A common stock at $0.00 per share. This grant increased his direct holdings to 8,213 shares. The filing also lists indirect holdings of Class A common stock through The Michael and Karen Stone Family Foundation, Inc. and Ptolemy Capital, LLC.
Slattery John S. reported acquisition or exercise transactions in this Form 4 filing.
BETA Technologies, Inc. director John S. Slattery received an equity grant of 7,142 shares of Class A common stock, recorded at a price of $0.00 per share, as a compensation-related award rather than an open-market purchase. Following this grant, he directly holds 274,658 shares of Class A common stock.
McConville James reported acquisition or exercise transactions in this Form 4 filing.
BETA Technologies, Inc. director James McConville received a grant of 7,142 shares of Class A common stock as compensation. The shares were awarded at a stated price of $0.00 per share, bringing his directly held position to 9,213 shares following the transaction.
ABELE JOHN E reported acquisition or exercise transactions in this Form 4 filing.
BETA Technologies director John E. Abele reported updated holdings of Class A common stock. On June 11, 2026, he received a grant of 7,142 shares at $0.00 per share as a compensation-related award, bringing his direct holdings to 8,213 shares.
In addition to these direct shares, the filing lists sizable indirect holdings through multiple LLCs, including 10,348,225 shares held by North Point Partner LLC and other positions held by entities such as Harmony Partner Group LLC and several Staysail and Spritsail entities.
ROTHBLATT MARTINE A reported acquisition or exercise transactions in this Form 4 filing.
BETA Technologies, Inc. director Martine A. Rothblatt reported an equity award of 7,142 shares of Class A common stock. The shares were granted at a reported price of $0.00 per share, indicating a compensation-related grant rather than a market purchase. Following this award, Rothblatt directly holds a total of 8,213 Class A shares.
BETA Technologies, Inc. director Charles A. Davis reported receiving a grant of 7,142 shares of Class A common stock at a stated price of $0.00 per share. This was recorded as a grant or award acquisition rather than an open-market purchase.
Following this award, Davis holds 8,213 Class A shares directly. A separate line shows indirect ownership of 17,646,445 Class A shares held by Ellipse Holdings LLC, an entity associated with Davis, giving him a substantial overall equity stake in the company.
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.
BETA Technologies, Inc. chief accounting officer Hunter Mark William reported an open-market sale of 370 shares of Class A common stock on May 7, 2026 at a weighted average price of $18.1216 per share. According to the footnotes, this was a mandatory sale to cover tax liabilities tied to the settlement of performance-based restricted stock units, indicating a tax-related, non-discretionary transaction. Following the sale, he directly held 14,355 shares of Class A common stock.
BETA Technologies, Inc. officer Brian Dunkiel reported an open-market sale of 9,684 shares of Class A common stock at a weighted average price of $18.1216 per share. According to the filing, this sale was a mandatory transaction to cover tax liabilities tied to the settlement of performance-based restricted stock units.
Following the sale, Dunkiel continues to hold 132,241 shares of Class A common stock directly. The reported holdings also include 33,125 shares held jointly with Leslie Halperin as tenants-by-the-entirety, and additional indirect holdings through the Leslie J. Halperin Trust Exempt Fund and the Leslie J. Halperin Trust, for which he disclaims beneficial ownership except to the extent of his pecuniary interest.
BETA Technologies, Inc. director and chief technology officer David Lawrence Churchill reported selling a total of 19,019 shares of Class A common stock on May 7 in open-market transactions at a weighted average price of $18.1216 per share.
According to the filing, a portion of the sale was a mandatory transaction to cover tax liabilities tied to the settlement of performance-based restricted stock units. After these sales, indirect holdings via a domestic partner totaled 3,602 shares, and direct holdings totaled 552,647 shares.
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.
BETA Technologies, Inc. Chief Financial Officer Herman Cueto reported an open-market sale of 18,586 shares of Class A common stock on May 7, 2026. The shares were sold at a weighted average price of $18.1216 per share.
According to the disclosure, this was a mandatory sale to cover tax liability arising from the settlement of performance-based restricted stock units, indicating a tax-related, mechanistic transaction rather than a discretionary portfolio move. Following the sale, Cueto directly holds 90,465 shares of BETA Technologies common stock.
BETA Technologies, Inc. Chief Operating Officer Sean Donovan reported an open-market sale of Class A common stock. He sold 19,008 shares at a weighted average price of $18.1216 per share. According to the footnotes, this transaction was a mandatory sale to cover tax liabilities from settling performance-based restricted stock units.
After the sale, Donovan directly holds 176,195 shares of BETA Technologies Class A common stock. Because the sale was tied to tax obligations rather than a discretionary trade, it represents a routine administrative transaction rather than a clear change in his investment stance.
BETA Technologies, Inc. director John E. Abele reported an indirect restructuring transaction involving the company’s Class A common stock. North Point Partner LLC, an entity associated with him, received 61,718 shares as equity consideration in connection with BETA’s acquisition of an entity in which he held an indirect ownership interest.
Following this transaction, North Point Partner LLC held 10,348,225 shares of Class A common stock. Abele also reported 1,071 shares held directly and additional indirect holdings through several LLCs, including 2,165,679 shares via Staysail 11 LLC and 1,723,528 shares via Harmony Partner Group LLC.
BETA Technologies, Inc. reported that Chief Operating Officer Sean Donovan acquired 35,491 shares of Class A common stock through the vesting of performance-based restricted stock units. These shares were granted as compensation and carried a price of $0.00 per share. Following this vesting event, Donovan directly holds 195,203 shares of Class A common stock.
BETA Technologies, Inc. director and Chief Technology Officer David Lawrence Churchill reported routine equity compensation activity. He acquired 35,491 shares of Class A common stock at $0.00 per share through vesting of performance-based restricted stock units, bringing his direct holdings to 571,628 shares.
In a separate transaction, 98 shares of Class A common stock were acquired upon PSU vesting for his domestic partner, increasing the indirect position to 3,640 shares. Footnotes state these PSUs vested after the issuer met specified performance criteria, and Churchill disclaims beneficial ownership of the partner-held shares except to the extent of his pecuniary interest.
BETA Technologies, Inc. reported that Chief Accounting Officer Hunter Mark William acquired 946 shares of Class A common stock on a grant basis, with no cash paid per share. The shares were received upon vesting of performance-based restricted stock units awarded earlier and tied to specific company performance criteria.
Each vested unit delivered one share, and following this award he now directly holds 14,725 shares of Class A common stock. This reflects routine equity compensation rather than an open-market purchase or sale.
BETA Technologies, Inc. reported that officer Brian Dunkiel acquired 17,982 shares of Class A common stock through the vesting of performance-based restricted stock units. These PSUs were originally awarded on January 30, 2026 and vested after the company met specified performance criteria.
Following this grant, Dunkiel directly holds 141,925 shares of Class A common stock. The reported securities also include 33,125 shares held jointly by Brian Dunkiel and Leslie Halperin as tenants-by-the-entirety, and additional indirect holdings through the Leslie J. Halperin Trust Exempt Fund and the Leslie J. Halperin Trust, for which he disclaims beneficial ownership except to the extent of his pecuniary interest.
BETA Technologies, Inc. director and officer Kyle Clark reported equity awards tied to performance goals rather than open-market trades. On April 14, 2026, he acquired 141,964 shares of Class A common stock at no cost upon vesting of performance-based restricted stock units granted on January 30, 2026. His direct holdings increased to 816,211 shares.
Clark’s spouse also received 14,196 shares of Class A common stock at no cost from vesting of similar performance-based units, bringing indirect holdings through the spouse to 54,711 shares. Additional indirect positions are reported as 5,719,837 shares held by The Godric's Hollow Trust and 1,624,907 shares held by The Burrow Trust, with Clark disclaiming beneficial ownership except to the extent of his pecuniary interest.
BETA Technologies, Inc. reported that its Chief Financial Officer, Herman Cueto, acquired 35,491 shares of Class A common stock on a non-cash basis. The shares were received upon vesting of performance-based restricted stock units granted on January 30, 2026, after certain company performance criteria were met. Following this award, the CFO directly holds 109,051 shares of Class A common stock.
BETA Technologies, Inc. reported an insider share acquisition by its Chief Accounting Officer, Hunter Mark William. On January 30, 2026, he acquired 3,785 shares of Class A common stock at a price of $0 per share, likely reflecting a stock-based award rather than an open-market purchase.
After this transaction, Hunter Mark William directly owns 13,779 shares of BETA Technologies Class A common stock. This filing provides transparency into equity incentives granted to a key financial executive and shows a modest increase in his direct ownership stake in the company.
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.
BETA Technologies, Inc. director Martine A. Rothblatt reported receiving Class A common stock. On 01/30/2026, the director acquired 1,071 shares at a price of $0 per share, bringing the reported beneficial ownership to 1,071 Class A shares held directly.
BETA Technologies director John E. Abele acquired 1,071 shares of Class A common stock on January 30, 2026 in a transaction coded "A" at a reported price of $0 per share. Following this, he directly holds 1,071 Class A shares.
He also reports indirect beneficial ownership of additional Class A shares through several LLCs, including 10,286,507 shares by North Point Partner LLC and 2,165,679 shares by Staysail 11 LLC, along with other holdings through Harmony Partner Group LLC and multiple Spritsail and Staysail entities.
BETA Technologies, Inc. director, Chief Executive Officer and President Kyle Clark reported receiving Class A common stock on a Form 4. On January 30, 2026, he acquired 189,285 Class A shares directly and 18,928 Class A shares indirectly through his spouse, each at a reported price of $0 per share.
After these transactions, Clark held 674,247 Class A shares directly and 40,515 Class A shares indirectly through his spouse. The filing also shows indirect holdings of 5,719,837 Class A shares by The Kyle B. Clark Irrevocable Trust-2020 and 1,624,907 Class A shares by the Katie S. Clark Irrevocable Trust. Clark disclaims beneficial ownership of these securities except to the extent of his pecuniary interest.
Director Michael Robert Stone of BETA Technologies, Inc. reported acquiring 1,071 shares of Class A common stock on January 30, 2026, at a price of $0 per share. After this transaction, he directly holds 1,071 shares of Class A common stock.
In addition to his direct holdings, the filing reports indirect beneficial ownership of 1,749,914 Class A shares through Ptolemy Capital, LLC and 169,330 Class A shares through The Michael and Karen Stone Family Foundation, Inc.
BETA Technologies, Inc. reported an insider equity transaction by its Chief Operating Officer, Donovan Sean. On 01/30/2026, he acquired 47,321 shares of Class A common stock at a price of $0 per share. Following this transaction, he directly owns 159,712 shares of Class A common stock.
Beta Technologies, Inc. director Dean Kamen received 1,071 shares of Class A common stock on January 30, 2026 at a price of $0 per share. This brought his directly held Class A shares to 51,071. An additional 764,330 Class A shares are held indirectly by the Dean Kamen Revocable Trust.
BETA Technologies director John S. Slattery received additional company stock through an insider transaction. On 01/30/2026, he acquired 1,071 shares of Class A common stock at a reported price of $0 per share. Following this transaction, he beneficially owned 267,516 shares, held in direct ownership.
BETA Technologies, Inc. reported an insider share acquisition by its Chief Technology Officer and director, David Lawrence Churchill. On January 30, 2026, he acquired 47,321 shares of Class A common stock directly at a price of $0 per share.
On the same date, an additional 964 Class A shares were acquired indirectly, reported as held "By Domestic Partner" at $0 per share. Following these transactions, 536,137 Class A shares are shown as directly owned and 3,542 shares as indirectly owned. The reporting person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest in them.
BETA Technologies, Inc. reported that its Chief Financial Officer, Cueto Herman, acquired 47,321 shares of Class A common stock on January 30, 2026. The shares were acquired at a price of $0 per share, which typically indicates an equity award rather than an open-market purchase. Following this transaction, the CFO directly holds 73,560 Class A common shares. This filing documents a change in insider ownership and reflects additional equity-based compensation for a senior executive.
BETA Technologies director James McConville acquired 1,071 shares of Class A common stock on January 30, 2026. The shares were acquired at a stated price of $0 per share, increasing his directly held position to 2,071 Class A shares following the transaction.
BETA Technologies, Inc. officer Brian Dunkiel reported acquiring 47,321 shares of Class A common stock on 01/30/2026 at a price of $0 per share. Following this transaction, he directly held 123,943 Class A shares. Additional indirect holdings reported were 15,692 shares through the Leslie J. Halperin Trust Exempt Fund and 1,500 shares through the Leslie J. Halperin Trust. The reported securities include 33,125 shares of Class A common stock held by Brian Dunkiel and Leslie Halperin as tenants-by-the-entirety, and he disclaims beneficial ownership of such securities except to the extent of his pecuniary interest.
BETA Technologies officer Brian Dunkiel, the company’s Chief Legal Officer, Vice President and Secretary, reported an insider transaction involving employee stock options. On 12/31/2025, he exercised an employee stock option at an exercise price of $5.8218 per share, converting 6,544 options into Class A common stock. Following this transaction, he beneficially owns 76,622 shares of Class A common stock directly, plus additional indirect holdings of 15,692 shares through the Leslie J. Halperin Trust Exempt Fund and 1,500 shares through the Leslie J. Halperin Trust, for which he disclaims beneficial ownership except to the extent of his pecuniary interest. The option was granted on March 27, 2023 and is scheduled to be fully vested by January 27, 2027 under a staged vesting schedule.