Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BETA Technologies, Inc.BETA · Entity 1930 | Director | January 30, 2026 | February 04, 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 January 30, 2026 · Filed February 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A common stockSEC Table I · non-derivative | Direct | 51,071 |
Reported balance
After 2026-01-30 transaction · row 1
1 source rowRow 1 · 2026-01-30 · Grant · Acquired 1,071 · Balance 51,071 |
| Class A common stockSEC Table I · non-derivative | IndirectBy the Dean Kamen Revocable Trust | 764,330 |
Reported balance
Holding disclosure · report date 2026-01-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 764,330 |
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 |
|---|---|---|---|---|---|---|
| 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: 0001193125-26-036372 · ownership.xml · nonDerivative · entry 1 Kamen Dean · CIK 0002089889 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,071 Read SEC document |
| November 05, 2025 Filed Nov 8, 2025 02:00 UTC | BETA Technologies, Inc. BETA · Entity 1930 | PurchaseClass A common stock | 50,000 | $34.00 | $1,700,000.00 |
DisclosureSEC source: 0001193125-25-272836 · ownership.xml · nonDerivative · entry 1 Kamen Dean · CIK 0002089889 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,000 F1 · shares: The reported securities represent shares of Class A common stock purchased by the reporting person under the directed share program in connection with the Issuer's initial public offering. 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.