Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BETA Technologies, Inc.BETA · Entity 1930 | Director | June 11, 2026 | June 12, 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 June 11, 2026 · Filed June 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A common stockSEC Table I · non-derivative | Direct | 8,213 |
Reported balance
After 2026-06-11 transaction · row 1
1 source rowRow 1 · 2026-06-11 · Grant · Acquired 7,142 · Balance 8,213 |
| Class A common stockSEC Table I · non-derivative | IndirectBy Harmony Partner Group LLC | 1,723,528 |
Reported balance
Holding disclosure · report date 2026-06-11 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,723,528 |
| Class A common stockSEC Table I · non-derivative | IndirectBy Kynosis, LLC | 455,800 |
Reported balance
Holding disclosure · report date 2026-06-11 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 455,800 |
| Class A common stockSEC Table I · non-derivative | IndirectBy North Point Partner LLC | 10,348,225 |
Reported balance
Holding disclosure · report date 2026-06-11 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 10,348,225 |
| Class A common stockSEC Table I · non-derivative | IndirectBy Spiritsail 2A LLC | 87,920 |
Reported balance
Holding disclosure · report date 2026-06-11 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 87,920 |
| Class A common stockSEC Table I · non-derivative | IndirectBy Spritsail 10A LLC | 207,235 |
Reported balance
Holding disclosure · report date 2026-06-11 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 207,235 |
| Class A common stockSEC Table I · non-derivative | IndirectBy Spritsail 4 LLC | 937,311 |
Reported balance
Holding disclosure · report date 2026-06-11 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 937,311 |
| Class A common stockSEC Table I · non-derivative | IndirectBy Spritsail 4A LLC | 259,726 |
Reported balance
Holding disclosure · report date 2026-06-11 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 259,726 |
| Class A common stockSEC Table I · non-derivative | IndirectBy Spritsail 9 LLC | 375,155 |
Reported balance
Holding disclosure · report date 2026-06-11 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 375,155 |
| Class A common stockSEC Table I · non-derivative | IndirectBy Staysail 11 LLC | 2,165,679 |
Reported balance
Holding disclosure · report date 2026-06-11 · row 10
Holding and transaction disclosures are not merged.
1 source rowRow 10 · Balance 2,165,679 |
| Class A common stockSEC Table I · non-derivative | IndirectBy Staysail 15 LLC | 757,687 |
Reported balance
Holding disclosure · report date 2026-06-11 · row 11
Holding and transaction disclosures are not merged.
1 source rowRow 11 · Balance 757,687 |
| Class A common stockSEC Table I · non-derivative | IndirectBy Staysail 16A LLC | 94,192 |
Reported balance
Holding disclosure · report date 2026-06-11 · row 12
Holding and transaction disclosures are not merged.
1 source rowRow 12 · Balance 94,192 |
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 |
|---|---|---|---|---|---|---|
| June 11, 2026 Filed Jun 12, 2026 18:07 UTC | BETA Technologies, Inc. BETA · Entity 1930 | GrantClass A common stock | 7,142 | $0.00 | $0.00 |
DisclosureSEC source: 0000901430-26-000002 · primarydocument.xml · nonDerivative · entry 1 ABELE JOHN E · CIK 0000901430 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,213 Read SEC document |
| April 15, 2026 Filed Apr 17, 2026 20:30 UTC | BETA Technologies, Inc. BETA · Entity 1930 | OtherClass A common stock | 61,718 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-162093 · ownership.xml · nonDerivative · entry 1 ABELE JOHN E · CIK 0000901430 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By North Point Partner LLC Disclosed balance after: 10,348,225 F1 · kind: Represents equity consideration issued to the Reporting Person in connection with an acquisition by the Issuer of an entity in which the Reporting Person held an indirect ownership interest. Read SEC document |
| January 30, 2026 Filed Feb 3, 2026 20:45 UTC | BETA Technologies, Inc. BETA · Entity 1930 | GrantClass A common stock | 1,071 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-036376 · ownership.xml · nonDerivative · entry 1 ABELE JOHN E · CIK 0000901430 · 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.