Welcome to our dedicated page for BETA TECHNOLOGIES SEC filings (Ticker: BETA), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
BETA Technologies, Inc. filings document the regulatory record for an electric aerospace company developing electric aircraft, charging infrastructure and aerospace-grade electric propulsion. Form 8-K reports furnish financial and operating results and record material events within the company's public reporting cycle.
Proxy materials cover shareholder governance matters, board oversight and director-related disclosures, including committee membership changes. The filings also show how BETA presents its electric aircraft development and manufacturing business, public-company governance structure and NYSE-listed operating-company status.
BETA Technologies director Michael Robert Stone reported updated holdings of the company’s Class A common stock. An entity associated with him, Ptolemy Capital, LLC, made an open-market purchase of 17,135.023 shares at $14.59 per share on May 19, 2026, bringing its indirect holdings to 1,767,049.023 shares.
The filing also lists 169,330 shares held indirectly by The Michael and Karen Stone Family Foundation, Inc. and 1,071 shares held directly by Stone, recorded as holdings entries rather than new market trades.
BETA Technologies, Inc. reported Q1 2026 revenue of $10.1 million, up slightly from $9.6 million a year earlier, driven by higher engineering and consulting service revenue, partly offset by lower product sales of batteries, motors and other enabling technologies.
The company posted a net loss of $122.3 million versus $78.3 million in Q1 2025 as research and development rose to $91.7 million and general and administrative costs to $47.1 million, reflecting continued investment in electric aircraft, propulsion and charging infrastructure. BETA ended the quarter with $1.59 billion in cash and cash equivalents and reported remaining performance obligations of $25.1 million. Adjusted EBITDA was a loss of $97.2 million.
BETA Technologies reported first quarter 2026 revenue of $10.1 million, up slightly from $9.6 million a year earlier, driven mainly by $9.2 million of service revenue. The company remains deeply loss-making, with a net loss of $122.3 million and Adjusted EBITDA of $(97.2) million as it invests heavily in certification and technology.
Operating expenses reached $138.8 million, including $91.7 million of research and development, which incorporated $5.6 million of non-cash warrant expense tied to its GE Aerospace collaboration. Capital expenditures rose to $24.2 million from $6.7 million.
BETA ended March 31, 2026 with $1.59 billion in cash and cash equivalents, supported by private financings and IPO proceeds. Commercial momentum included adding over $375 million to backlog, bringing total commercial aircraft backlog to $3.9 billion across 991 aircraft. Management reaffirmed 2026 revenue guidance of $39–$43 million and updated full-year Adjusted EBITDA guidance to a range of $(355) million to $(445) million while highlighting progress in eVTOL Integration Pilot Program selections and expansion of its 123-site charging network.
BETA Technologies, Inc. chief accounting officer Hunter Mark William reported an open-market sale of 370 shares of Class A common stock on May 7, 2026 at a weighted average price of $18.1216 per share. According to the footnotes, this was a mandatory sale to cover tax liabilities tied to the settlement of performance-based restricted stock units, indicating a tax-related, non-discretionary transaction. Following the sale, he directly held 14,355 shares of Class A common stock.
BETA Technologies, Inc. officer Brian Dunkiel reported an open-market sale of 9,684 shares of Class A common stock at a weighted average price of $18.1216 per share. According to the filing, this sale was a mandatory transaction to cover tax liabilities tied to the settlement of performance-based restricted stock units.
Following the sale, Dunkiel continues to hold 132,241 shares of Class A common stock directly. The reported holdings also include 33,125 shares held jointly with Leslie Halperin as tenants-by-the-entirety, and additional indirect holdings through the Leslie J. Halperin Trust Exempt Fund and the Leslie J. Halperin Trust, for which he disclaims beneficial ownership except to the extent of his pecuniary interest.
BETA Technologies, Inc. director and chief technology officer David Lawrence Churchill reported selling a total of 19,019 shares of Class A common stock on May 7 in open-market transactions at a weighted average price of $18.1216 per share.
According to the filing, a portion of the sale was a mandatory transaction to cover tax liabilities tied to the settlement of performance-based restricted stock units. After these sales, indirect holdings via a domestic partner totaled 3,602 shares, and direct holdings totaled 552,647 shares.
BETA Technologies, Inc. director and officer Clark Kyle reported insider transactions in Class A common stock. On May 7, 2026, entities associated with him sold a total of 72,261 shares in open-market transactions at a weighted average price of $18.1216 per share. A footnote states that the sales were mandatory to cover tax liabilities tied to the settlement of performance-based restricted stock units, indicating they were primarily tax-driven rather than discretionary. After these transactions, Kyle’s direct holdings were 748,915 shares, with additional indirect holdings reported through trusts and a spouse account, so he continues to retain a substantial equity position.
BETA Technologies, Inc. Chief Financial Officer Herman Cueto reported an open-market sale of 18,586 shares of Class A common stock on May 7, 2026. The shares were sold at a weighted average price of $18.1216 per share.
According to the disclosure, this was a mandatory sale to cover tax liability arising from the settlement of performance-based restricted stock units, indicating a tax-related, mechanistic transaction rather than a discretionary portfolio move. Following the sale, Cueto directly holds 90,465 shares of BETA Technologies common stock.
BETA Technologies, Inc. Chief Operating Officer Sean Donovan reported an open-market sale of Class A common stock. He sold 19,008 shares at a weighted average price of $18.1216 per share. According to the footnotes, this transaction was a mandatory sale to cover tax liabilities from settling performance-based restricted stock units.
After the sale, Donovan directly holds 176,195 shares of BETA Technologies Class A common stock. Because the sale was tied to tax obligations rather than a discretionary trade, it represents a routine administrative transaction rather than a clear change in his investment stance.