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. received a Schedule 13G showing that founder Kyle Clark beneficially owns 16,413,093 shares tied to the company’s Class A common stock, equal to 7.44% of that class based on 220,528,649 shares outstanding as of December 1, 2025.
The position includes directly held Class A shares, options exercisable within 60 days of December 31, 2025, Class B shares convertible one-for-one into Class A, and shares held through two family trusts. Clark has sole voting and dispositive power over 14,788,186 shares and shared power over 1,624,907 shares.
Beta Technologies, Inc. investor Charles A. Davis reported beneficial ownership of 17,758,115 shares of Class A common stock, representing 8.05% of the class. This percentage is based on 220,528,649 shares outstanding as of December 1, 2025.
The stake includes 111,670 shares issuable upon stock options exercisable within 60 days of December 31, 2025 and 17,646,445 shares held by Ellipse Holdings LLC. Davis is President and CEO of Ellipse Holdings LLC and may be deemed to exercise voting and investment discretion over those shares, while not admitting beneficial ownership for other legal purposes.
BETA TECHNOLOGIES, INC. filed a Schedule 13G showing that investor John E. Abele beneficially owns 17,381,082 shares of Class A common stock, representing 7.88% of the class, based on 220,528,649 shares outstanding as of December 1, 2025.
The position includes 30,342 shares issuable from stock options exercisable within 60 days of December 31, 2025, with the remainder held through several affiliated LLCs such as North Point Partner LLC, Harmony Partner Group LLC, and others over which he or his officers may exercise voting and investment discretion.
BETA Technologies, Inc. received a large shareholder disclosure showing that investment entities affiliated with TPG report beneficial ownership of 16,395,435 shares of its Class A common stock. This stake represents 7.4% of the Class A shares outstanding.
The ownership is held directly by TPG Rise Belfry, L.P., with TPG GP A, LLC, and individuals James G. Coulter and Jon Winkelried reported as beneficial owners through a chain of control entities, although Messrs. Coulter and Winkelried disclaim beneficial ownership except for any pecuniary interest. The percentage is based on 220,528,649 Class A shares outstanding as of December 1, 2025.
BETA Technologies, Inc. investor Austin Meyer reports beneficial ownership of 12,135,853 shares of Class A common stock, representing 5.5% of the class as of the reported date. This includes 10,817,484 shares held directly and 1,318,369 shares held by The Ava Lane Meyer Foundation, Inc., where he serves as president and sole director. The ownership percentage is based on 220,528,649 Class A shares outstanding as of December 1, 2025, as referenced from the company’s Form 10-Q.
Amazon.com, Inc. disclosed beneficial ownership of 11,753,896 shares of BETA Technologies, Inc. Class A common stock. This represents 5.3% of BETA’s Class A shares, based on 220,528,649 shares outstanding as of December 1, 2025.
The shares are held of record by Amazon.com NV Investment Holdings LLC, a wholly owned subsidiary of Amazon. Amazon has sole voting and dispositive power over these shares and reports no shared voting or investment authority.
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.