Public ownership evidence

Beta Technologies, Inc. (BETA) Ownership Disclosures

Read BETA insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent Form 4 activity

Beta Technologies, Inc.: source evidence dated 2026-10-10T12:08:28.848Z.

Available
2026-10-09
Trade date
2026-10-09
Reporting owners
Clark Kyle
Code
S
Shares
10,000
Reported value
Not reported
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

SEC 0001193125-26-419283
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read BETA fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read BETA fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

See the complete recent form 4 activity
2026-10-092026-10-09Clark KyleS10,000Not reported
2026-10-092026-10-08Clark KyleS10,000Not reported
2026-10-092026-10-07Clark KyleS10,000Not reported
2026-10-062026-10-06Clark KyleS10,000Not reported
2026-10-062026-10-05Clark KyleS10,000Not reported
2026-10-062026-10-02Clark KyleS10,000Not reported
2026-10-022026-10-01Clark KyleS10,000Not reported
2026-10-022026-09-30Clark KyleS10,000Not reported
2026-10-022026-09-29Clark KyleS10,000Not reported
2026-09-282026-09-26Clark KyleS10,000Not reported
2026-09-282026-09-25Clark KyleS10,000Not reported
2026-09-282026-09-24Clark KyleS10,000Not reported
2026-09-042026-09-02Stone Michael RobertP13,125Not reported
2026-09-042026-09-01Stone Michael RobertP12,820Not reported
2026-08-222026-08-21Clark KyleS23,205Not reported
2026-08-222026-08-20Clark KyleS30,000Not reported
2026-08-222026-08-19Clark KyleS30,000Not reported
2026-08-192026-08-18Clark KyleS30,000Not reported
2026-08-192026-08-17Clark KyleS30,000Not reported
2026-08-192026-08-14Clark KyleS17,800Not reported
2026-08-152026-08-13Clark KyleS30,000Not reported
2026-08-152026-08-12Clark KyleS15,000Not reported
2026-08-122026-08-11Clark KyleS17,005Not reported
2026-08-122026-08-10Clark KyleS15,891Not reported
2026-08-122026-08-07Clark KyleS15,000Not reported
2026-07-212026-07-16Clark KyleS5,000Not reported
2026-07-162026-07-15Clark KyleS15,000Not reported
2026-07-162026-07-14Clark KyleS15,000Not reported
2026-07-162026-07-13Clark KyleS15,000Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Cornerstone Financial Management LLC2026-06-302026-08-2916$268None
Cornerstone Financial Management LLC2026-03-312026-08-2916$235None
Cornerstone Financial Management LLC2025-12-312026-08-2916$451None
Corient Private Wealth LP2026-06-302026-08-28151,118$2,531,235None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-2562,015$1,038,751None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-251,038,751$62,015,000None
Kingsview Wealth Management, LLC2026-06-302026-08-2017,170$287,598None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2024,808$415,534None
Corient Private Wealth LP2026-06-302026-08-18138,601$2,321,573None
Investors Portfolio Services LLC2026-06-302026-08-1525$419None
SummitTX Capital, L.P.2026-06-302026-08-1518,362$307,564None
SEI INVESTMENTS CO2026-06-302026-08-1510,915$182,826None
SEI INVESTMENTS CO2026-06-302026-08-15402$6,740None
Aster Capital Management (DIFC) Ltd2026-06-302026-08-15859$14,388None
JPL Wealth Management, LLC2026-06-302026-08-1519$319None
TPG GP A, LLC2026-06-302026-08-1516,395,435$274,623,536None
T. Rowe Price Investment Management, Inc.2026-06-302026-08-152,272,421$38,064,000None
SORA INVESTORS LLC2026-06-302026-08-1586,000$1,440,500None
Aquatic Capital Management LLC2026-06-302026-08-1526,533$444,428None
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2026-06-302026-08-15329,320$5,516,110None
Sixth Street Partners Management Company, L.P.2026-06-302026-08-15329,320$5,516,110None
OSAIC HOLDINGS, INC.2026-06-302026-08-15250$4,188None
OSAIC HOLDINGS, INC.2026-06-302026-08-157,543$126,340None
Squarepoint Ops LLC2026-06-302026-08-15122,080$2,044,840None
Trexquant Investment LP2026-06-302026-08-15116,150$1,945,513None
MetLife Investment Management, LLC2026-06-302026-08-1518,643$312,270None
JANE STREET GROUP, LLC2026-06-302026-08-15119,700$2,004,975Put
JANE STREET GROUP, LLC2026-06-302026-08-15128,900$2,159,075Call
Legal & General Group Plc2026-06-302026-08-1519,014$318,484None
Legal & General Group Plc2026-06-302026-08-159,994$167,400None
Legal & General Group Plc2026-06-302026-08-153,283$54,990None
DRW Securities, LLC2026-06-302026-08-1516,800$281,400Call
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-15288,400$4,830,700Call
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-15328,300$5,499,025Put
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-15135,874$2,275,890None
SEVEN GRAND MANAGERS, LLC2026-06-302026-08-15300,000$5,025,000None
Granahan Investment Management, LLC2026-06-302026-08-15422,493$7,076,758None
Aureus Asset Management, LLC2026-06-302026-08-15131,594$2,204,200None
Weiss Asset Management LP2026-06-302026-08-15118,364$1,982,597None
MILLENNIUM MANAGEMENT LLC2026-06-302026-08-15971,297$16,269,225None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-153,290$54,943None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15384$6,432None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1557,568$964,264None
Kemnay Advisory Services Inc.2026-06-302026-08-15529$8,861None
Alyeska Investment Group, L.P.2026-06-302026-08-15177,867$2,979,272None
Holocene Advisors, LP2026-06-302026-08-15118,148$1,978,979None
Cerity Partners LLC2026-06-302026-08-1511,480$192,291None
Cerity Partners LLC2026-06-302026-08-151,682$28,174None
Woodline Partners LP2026-06-302026-08-1525,000$418,750None
ADAGE CAPITAL PARTNERS GP, L.L.C.2026-06-302026-08-15672,505$11,264,459None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Corient Private Wealth LP ↗CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM ↗CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM ↗Kingsview Wealth Management, LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗Corient Private Wealth LP ↗Investors Portfolio Services LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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