SCHEDULE: Loar Holdings: Charles Family Trust Amends Stake
Beneficial Ownership Report
Charles Family Trust 13 and Dirkson R. Charles have filed an amended Schedule 13G, disclosing their beneficial ownership in Loar Holdings Inc.
Summary
- Charles Family Trust 13 beneficially owns 4,043,005 shares of Loar Holdings Inc. common stock, representing 4.3% of the class.
- Dirkson R. Charles beneficially owns 4,185,005 shares of Loar Holdings Inc. common stock, representing 4.5% of the class.
- Dirkson R. Charles's beneficial ownership includes the 4,043,005 shares held by Charles Family Trust 13, for which he serves as trustee, plus an additional 142,000 shares issuable pursuant to fully vested options.
- The percentage of class calculations are based on 93,622,471 outstanding shares of common stock, as reported in Loar Holdings Inc.'s Quarterly Report on Form 10-Q filed with the SEC on August 13, 2025.
Sentiment
Score: 5
Explanation: This is a factual disclosure of beneficial ownership, providing no inherent positive or negative sentiment regarding the company's performance or outlook.
Future Outlook
NA
Industry Context
NA
Stakeholder Impact
- Shareholders: Provides transparency on significant beneficial ownership stakes.
Key Dates
| Date | Description |
|---|---|
| 06/30/2025 | Date of event which requires filing of this statement |
| 08/13/2025 | Date of filing and signature |
Keywords
Loar Holdings Inc., Beneficial Ownership, Schedule 13G, Common Stock, Charles Family Trust, Dirkson R. Charles, SEC Filing
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