[SCHEDULE 13G/A] Loar Holdings Inc. SEC Filing

Rhea-AI Filing Summary

Loar Holdings Inc. disclosed beneficial ownership by Charles Family Trust 13 and by Dirkson R. Charles. The trust reports 4,043,005 shares, equal to 4.3% of the outstanding common stock, with shared voting and dispositive power. Mr. Charles reports 4,185,005 shares, equal to 4.5%, which includes 142,000 fully vested options and reflects his sole voting and dispositive power over the reported shares. The filing clarifies the allocation of voting and disposition authority between the trust and Mr. Charles.

Positive

• Clear disclosure of trust holdings: Charles Family Trust 13 reports 4,043,005 shares (4.3%).
• Individual ownership disclosed including options: Dirkson R. Charles reports 4,185,005 shares (4.5%), including 142,000 fully vested options.
• Transparent allocation of powers: Filing specifies which shares carry sole versus shared voting and dispositive authority.

Negative

• None.

Insights

Financial Analyst

Modest, sub-5% stakes disclosed; options included raise reported individual ownership slightly.

The filings show routine disclosure of equity positions that fall below the 5% materiality threshold. Charles Family Trust 13 reports 4,043,005 shares (4.3%), while Dirkson R. Charles reports 4,185,005 shares (4.5%), the latter figure including 142,000 fully vested options. For investors, these are clarifying ownership disclosures rather than control-changing events because both reported percentages remain under 5% and no new transactions, acquisitions, or financings are described.

Corporate Governance Expert

Filing clarifies trustee versus individual powers, specifying shared versus sole voting and disposition authority.

The schedule distinguishes the trust's beneficial ownership from Mr. Charles' individual position and explicitly states voting and dispositive allocations: the trust has shared voting/dispositive power over 4,043,005 shares, while Mr. Charles reports sole voting and dispositive power over 4,185,005 shares. The filing also notes that the trust's reported holdings are held by Mr. Charles in his capacity as trustee, which provides transparent attribution of authority but does not indicate any change in governance control based on the disclosed percentages.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 2)

Loar Holdings Inc.

(Name of Issuer)

Common Stock, par value $0.01 per share

(Title of Class of Securities)

53947R105

(CUSIP Number)

06/30/2025

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

SCHEDULE 13G

CUSIP No. 53947R105

1

Names of Reporting Persons

Charles Family Trust 13

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

FLORIDA

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 4,043,005.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 4,043,005.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

4,043,005.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

4.3 %

12

Type of Reporting Person (See Instructions)

OO

Comment for Type of Reporting Person: Trust

SCHEDULE 13G

CUSIP No. 53947R105

1

Names of Reporting Persons

Dirkson R. Charles

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

UNITED STATES

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 4,185,005.00
6	Shared Voting Power 4,185,005.00
7	Sole Dispositive Power 4,185,005.00
8	Shared Dispositive Power 4,185,005.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

4,185,005.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

4.5 %

12

Type of Reporting Person (See Instructions)

IN

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Loar Holdings Inc.
(b)	Address of issuer's principal executive offices: 20 New King Street, White Plains, New York 10604
Item 2.
(a)	Name of person filing: Charles Family Trust 13 Dirkson R. Charles
(b)	Address or principal business office or, if none, residence: 20 New King Street, White Plains, New York 10604
(c)	Citizenship: Charles Family Trust 13 - Florida Dirkson R. Charles - United States
(d)	Title of class of securities: Common Stock, par value $0.01 per share
(e)	CUSIP No.: 53947R105
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 4,043,005 shares reported herein for Charles Family Trust 13, which represent shares beneficially owned by Mr. Charles, the trustee of Charles Family Trust 13. 4,185,005 shares reported herein for Mr. Charles, which represent the above referenced shares reported for Charles Family Trust 13, as well as 142,000 shares issuable pursuant to fully vested options.
(b)	Percent of class: 4.3% for Charles Family Trust 13, which denominator was calculated based upon the statement in the Issuer's Quarterly Report on Form 10-Q, as filed with the SEC on August 13, 2025 (the "Quarterly Report"), that there were 93,622,471 outstanding shares of common stock of the Issuer. 4.5% for Mr. Charles, which denominator was calculated based upon the sum of such number in the Quarterly Report and 142,000 shares issuable pursuant to fully vested options.
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: Charles Family Trust 13 - 0 shares Dirkson R. Charles - 4,185,005 shares
	(ii) Shared power to vote or to direct the vote: Charles Family Trust 13 - 4,043,005 shares Dirkson R. Charles - 4,185,005 shares
	(iii) Sole power to dispose or to direct the disposition of: Charles Family Trust 13 - 0 shares Dirkson R. Charles - 4,185,005 shares
	(iv) Shared power to dispose or to direct the disposition of: Charles Family Trust 13 - 4,043,005 shares Dirkson R. Charles - 4,185,005 shares
Item 5.	Ownership of 5 Percent or Less of a Class.
	Ownership of 5 percent or less of a class
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.	Certifications:
	Not Applicable

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Charles Family Trust 13

Signature:	/s/ Dirkson R. Charles
Name/Title:	Dirkson R. Charles, Trustee
Date:	08/13/2025

Dirkson R. Charles

Signature:	/s/ Dirkson R. Charles
Name/Title:	Dirkson R. Charles
Date:	08/13/2025

Comments accompanying signature: Exhibit 99.1: Joint Filing Agreement by and among the Reporting Persons (incorporated by reference to Exhibit 99.1 to the Schedule 13G filed by the Reporting Persons with the Securities and Exchange Commission on November 14, 2024).

FAQ

How many LOAR shares does Charles Family Trust 13 report owning?

The trust reports 4,043,005 shares, representing 4.3% of the outstanding common stock.

What is Dirkson R. Charles' total reported ownership in LOAR?

Mr. Charles reports 4,185,005 shares, representing 4.5%, which includes 142,000 fully vested options.

Does Mr. Charles have voting power over his reported LOAR shares?

Yes. The filing states Mr. Charles has sole voting and dispositive power over 4,185,005 shares; the trust reports shared voting and dispositive power over 4,043,005 shares.

Are these ownership levels above the 5% reporting threshold for LOAR?

No. The filing categorizes these positions under ownership of 5 percent or less of the class.

Is there a joint filing agreement associated with this disclosure?

Yes. The filing references Exhibit 99.1: a Joint Filing Agreement incorporated by reference to the Schedule 13G filed by the reporting persons on November 14, 2024.