Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Loar Holdings Inc.LOAR · Entity 3753 | Director | March 11, 2026 | March 17, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Loar Holdings Inc.
Report date March 11, 2026 · Filed March 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,857 |
Reported balance
After 2026-03-11 transaction · row 1
1 source rowRow 1 · 2026-03-11 · Gift · Disposed 71,429 · Balance 17,857 |
| Common StockSEC Table I · non-derivative | IndirectMargaret Ann McGetrick TTEE The Margaret McGetrick Rev TR U/T/A dtd 8-11-2010 | 71,429 |
Reported balance
Holding disclosure · report date 2026-03-11 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 71,429 F1: On March 11, 2026, the reporting person transferred 71,429 shares of LOAR common stock to the Margaret Ann McGetrick TTEE The Margaret McGetrick Rev TR U/T/A dtd 8-11-2010, for no consideration. The reporting person is trustee of the trust, and the reporting person and members of her immediate family are the sole beneficiaries of the trust. The reporting person remains the beneficial owner of the securities held by the trust. |
Filing footnotes · ownership attribution and instrument terms
F1: On March 11, 2026, the reporting person transferred 71,429 shares of LOAR common stock to the Margaret Ann McGetrick TTEE The Margaret McGetrick Rev TR U/T/A dtd 8-11-2010, for no consideration. The reporting person is trustee of the trust, and the reporting person and members of her immediate family are the sole beneficiaries of the trust. The reporting person remains the beneficial owner of the securities held by the trust.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 11, 2026 Filed Mar 17, 2026 16:15 UTC | Loar Holdings Inc. LOAR · Entity 3753 | GiftCommon Stock | 71,429 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-110832 · ownership.xml · nonDerivative · entry 1 McGetrick Margaret A · CIK 0002018524 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,857 Read SEC document |
| April 29, 2024 Filed Apr 29, 2024 16:54 UTC | Loar Holdings Inc. LOAR · Entity 3753 | PurchaseCommon Stock | 71,429 | $28.00 | $2,000,012.00 |
DisclosureSEC source: 0000950170-24-049999 · ownership.xml · nonDerivative · entry 1 McGetrick Margaret A · CIK 0002018524 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,286 F1 · shares: Represents shares acquired pursuant to a directed share program in connection with the Issuer's initial public offering. Read SEC document |
| April 24, 2024 Filed Apr 26, 2024 21:26 UTC | Loar Holdings Inc. LOAR · Entity 3753 | GrantCommon Stock | 17,857 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-049381 · ownership.xml · nonDerivative · entry 1 McGetrick Margaret A · CIK 0002018524 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,857 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.