SCHEDULE: Kyle Clark Discloses 7.44% Stake in Beta Technologies
Beneficial Ownership Disclosure
Kyle Clark, a significant shareholder, has disclosed a 7.44% beneficial ownership stake in Beta Technologies, Inc. through a Schedule 13G filing.
Summary
- Kyle Clark beneficially owns an aggregate of 16,413,093 shares of Beta Technologies, Inc. Class A Common Stock, representing 7.44% of the class.
- This ownership is based on 220,528,649 shares of Class A common stock outstanding as of December 1, 2025.
- The beneficial ownership includes 240,583 Class A shares directly held by Mr. Clark, 326,282 Class A shares issuable from options exercisable within 60 days of December 31, 2025, and 8,501,484 Class B common stock shares directly held by Mr. Clark.
- Additionally, 5,719,837 Class A shares are held by The Godric's Hollow Trust (f/k/a The Kyle B. Clark Irrevocable Trust-2020), and 1,624,907 Class A shares are held by The Burrow Trust (f/k/a The Katie S. Clark Irrevocable Trust-2025).
- Mr. Clark holds sole voting and dispositive power over 14,788,186 shares and shared voting and dispositive power over 1,624,907 shares.
- Each share of Class B common stock is convertible into one Class A share at the holder's option and carries 40 votes per share, compared to one vote per Class A share.
Sentiment
Score: 7
Explanation: StockSavvy.ai views this filing as a neutral-to-positive disclosure, confirming significant insider ownership by Kyle Clark, which can indicate strong alignment with shareholder interests and confidence in the company's future.
Positives
- The disclosure confirms significant insider ownership by Kyle Clark, a key individual, which often indicates strong alignment between management and shareholder interests.
- The substantial stake, including high-voting Class B shares, demonstrates a long-term commitment to the company's future.
Future Outlook
This Schedule 13G filing does not contain any forward-looking statements or guidance regarding the company's future outlook.
Industry Context
StockSavvy.ai notes that significant insider ownership, especially by a founder like Kyle Clark, often signals strong confidence in the company's long-term prospects and strategic direction, aligning management interests with shareholders. This level of ownership is common for founders in early-stage or growth companies.
Corporate Governance
| Change Type | Description | Effective Date | Impact Assessment |
|---|---|---|---|
| Disclosure of Dual-Class Share Structure | The filing highlights a dual-class share structure where Class B common stock, held by the reporting person, is convertible into Class A common stock on a 1:1 basis and carries 40 votes per share, significantly more than the one vote per Class A share. | N/A | This structure grants substantial voting control to holders of Class B shares, potentially influencing corporate decisions and governance, and is a key consideration for Class A shareholders regarding their voting power. |
Related Party Transactions
- The Godric's Hollow Trust (f/k/a The Kyle B. Clark Irrevocable Trust-2020) holds 5,719,837 shares, over which Kyle Clark may be deemed to exercise voting and investment discretion.
- The Burrow Trust (f/k/a The Katie S. Clark Irrevocable Trust-2025) holds 1,624,907 shares, over which Kyle Clark may be deemed to exercise voting and investment discretion.
Stakeholder Impact
- Shareholders: Provides transparency regarding a significant insider's ownership stake and the company's dual-class share structure, which impacts voting power.
Key Dates
| Date | Description |
|---|---|
| 11/03/2025 | Date of event which requires filing of this statement |
| 12/01/2025 | Date used to calculate the aggregate number of Class A common stock outstanding (220,528,649 shares) |
| 12/04/2025 | Date of Issuer's Quarterly Report on Form 10-Q, which indicated the number of outstanding shares |
| 12/31/2025 | Date by which stock options are exercisable within 60 days |
| 02/13/2026 | Date of filing of this Schedule 13G statement |
Keywords
BETA TECHNOLOGIES, Kyle Clark, Schedule 13G, beneficial ownership, Class A Common Stock, Class B Common Stock, insider ownership, voting power, equity stake
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