Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BETA Technologies, Inc.BETA · Entity 1930 | Director · SEE REMARKS | October 12, 2026 | October 15, 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 October 12, 2026 · Filed October 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A common stockSEC Table I · non-derivative | IndirectBy The Godric's Hollow Trust | 5,085,936 |
Last balance in matching sequence
After 2026-10-14 transaction · row 3
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
3 source rowsRow 1 · 2026-10-12 · Sale · Disposed 10,000 · Balance 5,105,936 F1: This transaction was effected pursuant to a previously established 10b5-1 plan by The Godric's Hollow Trust, an entity affiliated with the reporting person. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $19.44 to $20.82, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote 2 to this Form 4. F3: The reporting person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. Row 2 · 2026-10-13 · Sale · Disposed 10,000 · Balance 5,095,936 F1: This transaction was effected pursuant to a previously established 10b5-1 plan by The Godric's Hollow Trust, an entity affiliated with the reporting person. F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.14 to $19.50, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote 4 to this Form 4. F3: The reporting person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. Row 3 · 2026-10-14 · Sale · Disposed 10,000 · Balance 5,085,936 F1: This transaction was effected pursuant to a previously established 10b5-1 plan by The Godric's Hollow Trust, an entity affiliated with the reporting person. F5: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $17.31 to $18.01, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote 4 to this Form 4. F3: The reporting person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. |
| Class A common stockSEC Table I · non-derivative | Direct | 738,915 |
Reported balance
Holding disclosure · report date 2026-10-12 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 738,915 |
| Class A common stockSEC Table I · non-derivative | IndirectBy Spouse | 49,746 |
Reported balance
Holding disclosure · report date 2026-10-12 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 49,746 F3: The reporting person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. |
| Class A common stockSEC Table I · non-derivative | IndirectBy The Burrow Trust | 1,624,907 |
Reported balance
Holding disclosure · report date 2026-10-12 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 1,624,907 F3: The reporting person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was effected pursuant to a previously established 10b5-1 plan by The Godric's Hollow Trust, an entity affiliated with the reporting person.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $19.44 to $20.82, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote 2 to this Form 4.
F3: The reporting person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.
F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.14 to $19.50, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote 4 to this Form 4.
F5: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $17.31 to $18.01, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote 4 to this Form 4.
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 |
|---|---|---|---|---|---|---|
| January 30, 2026 Filed Feb 4, 2026 01:45 UTC | BETA Technologies, Inc. BETA · Entity 1930 | GrantClass A common stock | 18,928 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-036375 · ownership.xml · nonDerivative · entry 2 Clark Kyle · CIK 0002090083 · Director · SEE REMARKS 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 40,515 F1 · ownership.nature: The reporting person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. Read SEC document |
| January 30, 2026 Filed Feb 4, 2026 01:45 UTC | BETA Technologies, Inc. BETA · Entity 1930 | GrantClass A common stock | 189,285 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-036375 · ownership.xml · nonDerivative · entry 1 Clark Kyle · CIK 0002090083 · Director · SEE REMARKS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 674,247 Read SEC document |
| November 07, 2025 Filed Nov 13, 2025 01:25 UTC | BETA Technologies, Inc. BETA · Entity 1930 | GrantClass A common stock | 21,587 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-278341 · ownership.xml · nonDerivative · entry 2 Clark Kyle · CIK 0002090083 · Director · SEE REMARKS 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 21,587 F1 · shares: The reported securities represent restricted stock units which each represent the right to acquire one share of Class A common stock upon vesting, which is scheduled to occur in four equal installments on each of the first, second, third and fourth anniversaries of the vesting commencement date, subject to continued service by the Reporting Person or Spouse, as applicable, through each such dates. F2 · ownership.nature: The reporting person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. Read SEC document |
| November 07, 2025 Filed Nov 13, 2025 01:25 UTC | BETA Technologies, Inc. BETA · Entity 1930 | GrantClass A common stock | 244,379 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-278341 · ownership.xml · nonDerivative · entry 1 Clark Kyle · CIK 0002090083 · Director · SEE REMARKS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 484,962 F1 · shares: The reported securities represent restricted stock units which each represent the right to acquire one share of Class A common stock upon vesting, which is scheduled to occur in four equal installments on each of the first, second, third and fourth anniversaries of the vesting commencement date, subject to continued service by the Reporting Person or Spouse, as applicable, through each such dates. 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.