Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BETA Technologies, Inc.BETA · Entity 1930 | Director | September 01, 2026 | September 03, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
BETA Technologies, Inc.
Report date September 01, 2026 · Filed September 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A common stockSEC Table I · non-derivative | IndirectBy Ptolemy Capital, LLC | 1,779,869.023 |
Reported balance
After 2026-09-01 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-09-01 · Purchase · Acquired 12,820 · Balance 1,779,869.023 |
| Class A common stockSEC Table I · non-derivative | IndirectBy Ptolemy Capital, LLC | 1,792,994.023 |
Reported balance
After 2026-09-02 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-09-02 · Purchase · Acquired 13,125 · Balance 1,792,994.023 |
| Class A common stockSEC Table I · non-derivative | Direct | 8,213 |
Reported balance
Holding disclosure · report date 2026-09-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 8,213 |
| Class A common stockSEC Table I · non-derivative | IndirectBy The Michael and Karen Stone Family Foundation, Inc. | 169,330 |
Reported balance
Holding disclosure · report date 2026-09-01 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 169,330 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 02, 2026 Filed Sep 3, 2026 20:37 UTC | BETA Technologies, Inc. BETA · Entity 1930 | PurchaseClass A common stock | 13,125 | $19.19 | $251,809.69 |
DisclosureSEC source: 0002090370-26-000006 · primarydocument.xml · nonDerivative · entry 2 Stone Michael Robert · CIK 0002090370 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Ptolemy Capital, LLC Disclosed balance after: 1,792,994.023 Read SEC document |
| September 01, 2026 Filed Sep 3, 2026 20:37 UTC | BETA Technologies, Inc. BETA · Entity 1930 | PurchaseClass A common stock | 12,820 | $19.58 | $250,988.68 |
DisclosureSEC source: 0002090370-26-000006 · primarydocument.xml · nonDerivative · entry 1 Stone Michael Robert · CIK 0002090370 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Ptolemy Capital, LLC Disclosed balance after: 1,779,869.023 Read SEC document |
| June 11, 2026 Filed Jun 12, 2026 22:08 UTC | BETA Technologies, Inc. BETA · Entity 1930 | GrantClass A common stock | 7,142 | $0.00 | $0.00 |
DisclosureSEC source: 0002090370-26-000004 · primarydocument.xml · nonDerivative · entry 1 Stone Michael Robert · CIK 0002090370 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,213 Read SEC document |
| May 19, 2026 Filed May 21, 2026 21:40 UTC | BETA Technologies, Inc. BETA · Entity 1930 | PurchaseClass A common stock | 17,135.023 | $14.59 | $249,999.99 |
DisclosureSEC source: 0002090370-26-000002 · primarydocument.xml · nonDerivative · entry 1 Stone Michael Robert · CIK 0002090370 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Ptolemy Capital, LLC Disclosed balance after: 1,767,049.023 Read SEC document |
| January 30, 2026 Filed Feb 4, 2026 01:45 UTC | BETA Technologies, Inc. BETA · Entity 1930 | GrantClass A common stock | 1,071 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-036374 · ownership.xml · nonDerivative · entry 1 Stone Michael Robert · CIK 0002090370 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,071 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.