SCHEDULE: Charles A. Davis Reports 8.05% Stake in Beta Technologies
Beneficial Ownership Report
Charles A. Davis, through Ellipse Holdings LLC, has reported an 8.05% beneficial ownership stake in Beta Technologies, Inc.'s Class A Common Stock.
Summary
- Charles A. Davis, a U.S. citizen, is the reporting person for this Schedule 13G filing.
- The filing pertains to Class A Common Stock of BETA TECHNOLOGIES, INC., with CUSIP 086921103.
- As of the event date, Charles A. Davis beneficially owns an aggregate of 17,758,115 shares of Class A Common Stock.
- This aggregate amount represents 8.05% of the Class A Common Stock outstanding.
- The beneficial ownership consists of 111,670 shares issuable from stock options exercisable within 60 days of December 31, 2025.
- Additionally, 17,646,445 shares are directly held by Ellipse Holdings LLC, where Charles A. Davis serves as President and CEO.
- The percentage of class is based on 220,528,649 shares of Class A common stock outstanding as of December 1, 2025, as indicated in the Issuer's Form 10-Q filed December 4, 2025.
- Charles A. Davis holds sole voting and dispositive power over 111,670 shares.
- Shared voting and dispositive power is held over 17,646,445 shares, primarily through Ellipse Holdings LLC.
Sentiment
Score: 5
Explanation: StockSavvy.ai views this as a neutral filing, primarily a statutory disclosure of beneficial ownership without direct implications for company performance or strategy. The significant insider stake could be seen as a positive signal of confidence.
Positives
- The disclosure of a significant 8.05% beneficial ownership by Charles A. Davis, a key individual as President and CEO of Ellipse Holdings LLC, may signal strong insider confidence in Beta Technologies, Inc.'s future prospects.
Future Outlook
This Schedule 13G filing is a disclosure of beneficial ownership and does not contain any forward-looking statements or guidance regarding the company's future performance or strategic direction.
Industry Context
StockSavvy.ai notes that this filing is a standard regulatory disclosure of a significant ownership stake by an individual associated with a major holder. It does not provide direct insights into broader industry trends or competitive dynamics but rather reflects an insider's position within the company's capital structure.
Related Party Transactions
- Charles A. Davis, the reporting person, is the President and CEO of Ellipse Holdings LLC, which directly holds 17,646,445 shares. This constitutes a related party holding where the reporting person may exercise voting and investment discretion.
Stakeholder Impact
- Shareholders gain transparency regarding a significant beneficial ownership stake held by a key individual, which can influence perceptions of insider alignment and confidence.
Key Dates
| Date | Description |
|---|---|
| 11/03/2025 | Date of event which requires the filing of this statement |
| 12/01/2025 | Date used for calculating the number of Class A common stock shares outstanding (220,528,649 shares) |
| 12/04/2025 | Date Issuer's Quarterly Report on Form 10-Q was filed, indicating outstanding shares |
| 12/31/2025 | Reference date for stock options exercisable within 60 days |
| 02/13/2026 | Date of signature for the Schedule 13G filing |
Keywords
BETA TECHNOLOGIES, Charles A. Davis, Ellipse Holdings LLC, beneficial ownership, Schedule 13G, Class A Common Stock, insider ownership
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