STOCK TITAN

Director-linked trust adds 44,000 Loar Holdings (LOAR) shares

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4/A

Rhea-AI Filing Summary

Loar Holdings Inc. director and officer Charles Dirkson R, through the Charles Family Trust 13, reported amended insider buying of Common Stock. Over three open-market purchases on March 10–12, the trust bought 44,000 shares at weighted average prices around $67.15–$67.50 per share. Following these transactions, the trust’s indirect holdings increased to 4,087,005 shares of Loar Holdings Common Stock. This Form 4/A corrects prior footnotes that had mistakenly described the transactions as sales and clarifies they were purchases.

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SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Charles Dirkson R

(Last) (First) (Middle)
20 NEW KING STREET

(Street)
WHITE PLAINS NY 10604

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
Loar Holdings Inc. [ LOAR ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
X Director 10% Owner
X Officer (give title below) Other (specify below)
See Remarks
3. Date of Earliest Transaction (Month/Day/Year)
03/10/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
03/12/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Common Stock 03/10/2026 P 3,400 A $67.41(1)(2) 4,046,405(3)(4) I By Charles Family Trust 13
Common Stock 03/11/2026 P 4,166 A $67.49(1)(5) 4,050,571(3)(4) I By Charles Family Trust 13
Common Stock 03/12/2026 P 36,434 A $67.45(1)(6) 4,087,005(3)(4) I By Charles Family Trust 13
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. The Reporting Person filed a Form 4 which inadvertently included footnotes stating that the Reporting Person had "sold" stock. The Reporting Person did accurately list the proper transaction code on the original Form 4. As reported in this amendment, the erroneous footnotes have been corrected to indicate that the shares were "purchased." The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in footnotes (2), (5) and (6) to this Form 4.
2. The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $67.15 to $67.50, inclusive.
3. Consists of shares owned by the Charles Family Trust 13, the trustee of which is the Reporting Person. As a result, the Reporting Person may be deemed to have beneficial ownership of the shares held directly by the Charles Family Trust 13.
4. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose.
5. The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $67.43 to $67.50, inclusive.
6. The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $67.19 to $67.50, inclusive.
Remarks:
President, Chief Executive Officer, and Executive Co-Chairman
/s/ Michael J. Manella, as Attorney-in-fact 03/13/2026
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What insider activity did Loar Holdings (LOAR) report in this Form 4/A?

Loar Holdings reported that Charles Dirkson R, via the Charles Family Trust 13, bought 44,000 shares of Common Stock in three open-market transactions, amending a prior filing that had incorrectly described the trades as sales in its footnotes.

How many Loar Holdings (LOAR) shares were purchased and at what prices?

The Charles Family Trust 13 purchased a total of 44,000 Loar Holdings Common Stock shares. Weighted average prices ranged from about $67.15 to $67.50 per share, with detailed price ranges for each day disclosed in the transaction footnotes to the amended Form 4.

Who executed the Loar Holdings (LOAR) share purchases reported here?

The purchases were made by the Charles Family Trust 13, for which Charles Dirkson R serves as trustee. Because of this role, he may be deemed to have beneficial ownership, although he expressly disclaims beneficial ownership beyond his pecuniary interest in the trust’s holdings.

What does this Loar Holdings (LOAR) Form 4/A amendment change from the original filing?

The amendment corrects erroneous footnotes in an earlier Form 4 that had stated the reporting person “sold” stock. It confirms the original transaction code was accurate and clarifies that the reported trades were actually purchases of Loar Holdings Common Stock by the Charles Family Trust 13.

Are the Loar Holdings (LOAR) shares held directly or indirectly after these transactions?

The reported 4,087,005 Loar Holdings shares are held indirectly through the Charles Family Trust 13. The trust is listed as the owner, with the reporting person acting as trustee and disclaiming beneficial ownership except to the extent of his pecuniary interest in those securities.

How many Loar Holdings (LOAR) shares does the trust hold after the purchases?

After completing the three open-market purchases, the Charles Family Trust 13 holds 4,087,005 shares of Loar Holdings Common Stock. This figure reflects the total indirect holdings reported for the trust following the March 12, 2026 transaction in the amended Form 4 filing.
Loar Holdings Inc.

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