Welcome to our dedicated page for BETA TECHNOLOGIES SEC filings (Ticker: BETA), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
BETA Technologies, Inc. filings document the regulatory record for an electric aerospace company developing electric aircraft, charging infrastructure and aerospace-grade electric propulsion. Form 8-K reports furnish financial and operating results and record material events within the company's public reporting cycle.
Proxy materials cover shareholder governance matters, board oversight and director-related disclosures, including committee membership changes. The filings also show how BETA presents its electric aircraft development and manufacturing business, public-company governance structure and NYSE-listed operating-company status.
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.
Beta Technologies Inc disclosed that investment manager FMR LLC has a significant passive stake in the company. FMR LLC reports beneficial ownership of 32,967,610 shares of Beta Technologies Class A common stock, representing 15.0% of the class, with sole voting and dispositive power over these shares.
Abigail P. Johnson is reported as a separate filing person with sole dispositive power over the same 32,967,610 shares and no voting power, reflecting her control position over FMR LLC. The filing states that the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Beta Technologies, consistent with a passive institutional ownership position.
BETA Technologies, Inc. reports rapid top-line growth alongside very heavy losses for the quarter ended September 30, 2025. Revenue reached $8.9 million, up from $3.1 million a year earlier, driven by higher sales of propulsion systems, batteries, flight controls and services to commercial and U.S. government customers. Product revenue rose to $2.9 million, while service revenue climbed to $6.0 million, both more than doubling year over year.
Despite improving gross margin of $6.2 million, the company’s intensive spending on aircraft and infrastructure development produced an operating loss of $80.6 million and a net loss of $437.2 million in the quarter. Results were heavily affected by a $355.6 million non-cash loss on the issuance of Series C and C‑1 preferred stock. For the first nine months, BETA used $183.4 million of cash in operating activities, but ended with $692.6 million in cash, cash equivalents and restricted cash after raising $150.4 million from Series C, $422.4 million from Series C‑1, and completing a $32.7 million sale‑leaseback. Subsequent to quarter-end, it completed an IPO of 34.3 million Class A shares at $34.00, generating about $1.10 billion in net proceeds.
BETA Technologies, Inc. filed a current report to announce that it has released its financial and operating results for the quarter ended September 30, 2025. The company issued a press release on December 4, 2025 and scheduled a conference call on the same day to discuss these quarterly results. The press release is provided as Exhibit 99.1 and is incorporated by reference, while the information is furnished under Item 2.02 of the Exchange Act and is not deemed filed for liability purposes.