Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Loar Holdings Inc.LOAR · Entity 3753 | See Remarks | May 16, 2025 | May 19, 2025 |
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 May 16, 2025 · Filed May 19, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 908,135 |
Ending reported balance
After 2025-05-19 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-05-16 · Sale · Disposed 132,436 · Balance 928,074 Row 2 · 2025-05-19 · Sale · Disposed 19,939 · Balance 908,135 |
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 |
|---|---|---|---|---|---|---|
| May 19, 2025 Filed May 19, 2025 20:22 UTC | Loar Holdings Inc. LOAR · Entity 3753 | SaleCommon Stock | 19,939 | $80.91 | $1,613,218.63 |
DisclosureSEC source: 0000950170-25-074758 · ownership.xml · nonDerivative · entry 2 D'Alessandro Glenn · CIK 0002013866 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 908,135 Read SEC document |
| May 16, 2025 Filed May 19, 2025 20:22 UTC | Loar Holdings Inc. LOAR · Entity 3753 | SaleCommon Stock | 132,436 | $80.91 | $10,715,092.16 |
DisclosureSEC source: 0000950170-25-074758 · ownership.xml · nonDerivative · entry 1 D'Alessandro Glenn · CIK 0002013866 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 928,074 Read SEC document |
| December 12, 2024 Filed Dec 16, 2024 17:25 UTC | Loar Holdings Inc. LOAR · Entity 3753 | SaleCommon Stock | 28,518 | $81.18 | $2,314,948.65 |
DisclosureSEC source: 0000950170-24-136761 · ownership.xml · nonDerivative · entry 1 D'Alessandro Glenn · CIK 0002013866 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,060,510 Read SEC document |
| April 24, 2024 Filed Apr 26, 2024 21:29 UTC | Loar Holdings Inc. LOAR · Entity 3753 | GrantEmployee Stock Option (right to buy) · Derivative | 77,000 | $0.00 Strike: $40.99 | $0.00 |
DisclosureSEC source: 0000950170-24-049383 · ownership.xml · derivative · entry 5 D'Alessandro Glenn · CIK 0002013866 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 385,000 Underlying: Common Stock · 77,000 shares Expires not disclosed F1 · derivative.expiration_date: The options will expire on the earlier of (i) April 24, 2034 or (ii) 90 days after termination of employment other than upon death, disability or cause. Read SEC document |
| April 24, 2024 Filed Apr 26, 2024 21:29 UTC | Loar Holdings Inc. LOAR · Entity 3753 | GrantEmployee Stock Option (right to buy) · Derivative | 77,000 | $0.00 Strike: $37.27 | $0.00 |
DisclosureSEC source: 0000950170-24-049383 · ownership.xml · derivative · entry 4 D'Alessandro Glenn · CIK 0002013866 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 308,000 Underlying: Common Stock · 77,000 shares Expires not disclosed F1 · derivative.expiration_date: The options will expire on the earlier of (i) April 24, 2034 or (ii) 90 days after termination of employment other than upon death, disability or cause. Read SEC document |
| April 24, 2024 Filed Apr 26, 2024 21:29 UTC | Loar Holdings Inc. LOAR · Entity 3753 | GrantEmployee Stock Option (right to buy) · Derivative | 77,000 | $0.00 Strike: $33.88 | $0.00 |
DisclosureSEC source: 0000950170-24-049383 · ownership.xml · derivative · entry 3 D'Alessandro Glenn · CIK 0002013866 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 231,000 Underlying: Common Stock · 77,000 shares Expires not disclosed F1 · derivative.expiration_date: The options will expire on the earlier of (i) April 24, 2034 or (ii) 90 days after termination of employment other than upon death, disability or cause. Read SEC document |
| April 24, 2024 Filed Apr 26, 2024 21:29 UTC | Loar Holdings Inc. LOAR · Entity 3753 | GrantEmployee Stock Option (right to buy) · Derivative | 77,000 | $0.00 Strike: $30.80 | $0.00 |
DisclosureSEC source: 0000950170-24-049383 · ownership.xml · derivative · entry 2 D'Alessandro Glenn · CIK 0002013866 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 154,000 Underlying: Common Stock · 77,000 shares Expires not disclosed F1 · derivative.expiration_date: The options will expire on the earlier of (i) April 24, 2034 or (ii) 90 days after termination of employment other than upon death, disability or cause. Read SEC document |
| April 24, 2024 Filed Apr 26, 2024 21:29 UTC | Loar Holdings Inc. LOAR · Entity 3753 | GrantEmployee Stock Option (right to buy) · Derivative | 77,000 | $0.00 Strike: $28.00 | $0.00 |
DisclosureSEC source: 0000950170-24-049383 · ownership.xml · derivative · entry 1 D'Alessandro Glenn · CIK 0002013866 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,000 Underlying: Common Stock · 77,000 shares Expires not disclosed F1 · derivative.expiration_date: The options will expire on the earlier of (i) April 24, 2034 or (ii) 90 days after termination of employment other than upon death, disability or cause. 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.