Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BETA Technologies, Inc.BETA · Entity 1930 | SEE REMARKS | May 07, 2026 | May 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 May 07, 2026 · Filed May 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A common stockSEC Table I · non-derivative | Direct | 132,241 |
Reported balance
After 2026-05-07 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-07 · Sale · Disposed 9,684 · Balance 132,241 F1: Mandatory sale to cover tax liability associated with the settlement of performance-based restricted stock units. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $17.6100 to $19.6099, 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 reported securities include 33,125 shares of Class A common stock held by Brian Dunkiel and Leslie Halperin, tenants-by-the-entirety. |
| Class A common stockSEC Table I · non-derivative | IndirectBy Leslie J. Halperin Trust | 1,500 |
Reported balance
Holding disclosure · report date 2026-05-07 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,500 F4: 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 Leslie J. Halperin Trust Exempt Fund | 15,692 |
Reported balance
Holding disclosure · report date 2026-05-07 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 15,692 F4: 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: Mandatory sale to cover tax liability associated with the settlement of performance-based restricted stock units.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $17.6100 to $19.6099, 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 reported securities include 33,125 shares of Class A common stock held by Brian Dunkiel and Leslie Halperin, tenants-by-the-entirety.
F4: The reporting person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.
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 |
|---|---|---|---|---|---|---|
| May 07, 2026 Filed May 12, 2026 01:10 UTC | BETA Technologies, Inc. BETA · Entity 1930 | SaleClass A common stock | 9,684 | $18.12 | $175,489.57 |
DisclosureSEC source: 0002089966-26-000004 · primarydocument.xml · nonDerivative · entry 1 Dunkiel Brian · CIK 0002089966 · SEE REMARKS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 132,241 F1 · kind: Mandatory sale to cover tax liability associated with the settlement of performance-based restricted stock units. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $17.6100 to $19.6099, 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 · balance_after: The reported securities include 33,125 shares of Class A common stock held by Brian Dunkiel and Leslie Halperin, tenants-by-the-entirety. Read SEC document |
| April 14, 2026 Filed Apr 16, 2026 21:00 UTC | BETA Technologies, Inc. BETA · Entity 1930 | GrantClass A common stock | 17,982 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-159249 · ownership.xml · nonDerivative · entry 1 Dunkiel Brian · CIK 0002089966 · SEE REMARKS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 141,925 F1 · kind: Represents shares of Class A common stock received upon the vesting of performance-based restricted stock units ("PSUs") awarded to the Reporting Person on January 30, 2026, which vested based on the Issuer's satisfaction of certain performance criteria. In light of the performance-based vesting criteria of the PSUs, such shares were not previously reportable under Section 16. Each PSU represents the contingent right to receive one share of Class A common stock of the Issuer. F2 · balance_after: The reported securities include 33,125 shares of Class A common stock held by Brian Dunkiel and Leslie Halperin, tenants-by-the-entirety. Read SEC document |
| January 30, 2026 Filed Feb 4, 2026 01:45 UTC | BETA Technologies, Inc. BETA · Entity 1930 | GrantClass A common stock | 47,321 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-036367 · ownership.xml · nonDerivative · entry 1 Dunkiel Brian · CIK 0002089966 · SEE REMARKS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 123,943 F1 · balance_after: The reported securities include 33,125 shares of Class A common stock held by Brian Dunkiel and Leslie Halperin, tenants-by-the-entirety. Read SEC document |
| December 31, 2025 Filed Jan 6, 2026 01:00 UTC | BETA Technologies, Inc. BETA · Entity 1930 | Exercise / conversionEmployee Stock Option · Derivative | 6,544 | $0.00 Strike: $5.82 | $0.00 |
DisclosureSEC source: 0001193125-26-003066 · ownership.xml · derivative · entry 4 Dunkiel Brian · CIK 0002089966 · SEE REMARKS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 262,799 Underlying: Class A Common Stock · 6,544 shares Expires 2033-03-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: The reported options were granted on March 27, 2023, commenced vesting on January 27, 2023 with 1/8 vesting subject to a 6-month cliff and the remainder vesting ratably in 1/48 monthly installments thereafter, and will be fully vested on January 27, 2027. Read SEC document |
| December 31, 2025 Filed Jan 6, 2026 01:00 UTC | BETA Technologies, Inc. BETA · Entity 1930 | Exercise / conversionClass A common stock | 6,544 | $5.82 | $38,097.86 |
DisclosureSEC source: 0001193125-26-003066 · ownership.xml · nonDerivative · entry 1 Dunkiel Brian · CIK 0002089966 · SEE REMARKS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,622 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: The reported securities include 33,125 shares of Class A common stock held by Brian Dunkiel and Leslie Halperin, tenants-by-the-entirety. Read SEC document |
| November 07, 2025 Filed Nov 13, 2025 01:18 UTC | BETA Technologies, Inc. BETA · Entity 1930 | GrantClass A common stock | 20,362 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-278322 · ownership.xml · nonDerivative · entry 1 Dunkiel Brian · CIK 0002089966 · SEE REMARKS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,078 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 through each such date. F2 · balance_after: The reported securities include 33,125 Class A Shares held by Brian Dunkiel and Leslie Halperin, tenants-by-the-entirety and has been reduced by the 1,500 Class A Shares acquired in the DSP Program by the Leslie J. Halperin Trust, which were inadvertently reported as a direct acquisition in the Form 4 filed on November 7, 2025. Read SEC document |
| November 05, 2025 Filed Nov 8, 2025 02:00 UTC | BETA Technologies, Inc. BETA · Entity 1930 | PurchaseClass A common stock | 1,500 | $34.00 | $51,000.00 |
DisclosureSEC source: 0001193125-25-272840 · ownership.xml · nonDerivative · entry 1 Dunkiel Brian · CIK 0002089966 · SEE REMARKS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,216 F1 · shares: The reported securities represent shares of Class A common stock (the "Class A Shares") purchased by the reporting person under the directed share program in connection with the Issuer's initial public offering. F2 · balance_after: The reported securities consist of (i) 33,125 Class A Shares held by Brian Dunkiel and Leslie Halperin, tenants-by-the-entirety, (ii) 16,591 Class A Shares held by the reporting person and (iii) the Class A Shares reported in Footnote 1 to this Form 4. 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.