Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Loar Holdings Inc.LOAR · Entity 3753 | 10% owner | May 16, 2025 | May 20, 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.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy GPV Loar LLC | 8,012,580 |
Last balance in matching sequence
After 2025-05-19 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2025-05-16 · Sale · Disposed 1,168,499 · Balance 8,188,503 F1: Consists of shares owned directly by GPV Loar LLC, a Delaware limited liability company, a ten percent owner of the Issuer, and indirectly by Paul S. Levy, the sole Manager of GPV Loar LLC. Paul S. Levy is a director and a ten percent owner of the Issuer. F2: Paul S. Levy may be deemed to have beneficial ownership of the shares held directly by GPV Loar LLC. Row 2 · 2025-05-19 · Sale · Disposed 175,923 · Balance 8,012,580 F1: Consists of shares owned directly by GPV Loar LLC, a Delaware limited liability company, a ten percent owner of the Issuer, and indirectly by Paul S. Levy, the sole Manager of GPV Loar LLC. Paul S. Levy is a director and a ten percent owner of the Issuer. F2: Paul S. Levy may be deemed to have beneficial ownership of the shares held directly by GPV Loar LLC. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of shares owned directly by GPV Loar LLC, a Delaware limited liability company, a ten percent owner of the Issuer, and indirectly by Paul S. Levy, the sole Manager of GPV Loar LLC. Paul S. Levy is a director and a ten percent owner of the Issuer.
F2: Paul S. Levy may be deemed to have beneficial ownership of the shares held directly by GPV Loar LLC.
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 20, 2025 00:37 UTC | Loar Holdings Inc. LOAR · Entity 3753 | SaleCommon Stock | 175,923 | $80.91 | $14,233,525.31 |
DisclosureSEC source: 0000950170-25-074767 · ownership.xml · nonDerivative · entry 2 LEVY PAUL S · CIK 0001110176 · Director · 10% owner GPV Loar LLC · CIK 0002020102 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By GPV Loar LLC Disclosed balance after: 8,012,580 F1 · ownership.nature: Consists of shares owned directly by GPV Loar LLC, a Delaware limited liability company, a ten percent owner of the Issuer, and indirectly by Paul S. Levy, the sole Manager of GPV Loar LLC. Paul S. Levy is a director and a ten percent owner of the Issuer. F2 · ownership.nature: Paul S. Levy may be deemed to have beneficial ownership of the shares held directly by GPV Loar LLC. Read SEC document |
| May 16, 2025 Filed May 20, 2025 00:37 UTC | Loar Holdings Inc. LOAR · Entity 3753 | SaleCommon Stock | 1,168,499 | $80.91 | $94,540,566.54 |
DisclosureSEC source: 0000950170-25-074767 · ownership.xml · nonDerivative · entry 1 LEVY PAUL S · CIK 0001110176 · Director · 10% owner GPV Loar LLC · CIK 0002020102 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By GPV Loar LLC Disclosed balance after: 8,188,503 F1 · ownership.nature: Consists of shares owned directly by GPV Loar LLC, a Delaware limited liability company, a ten percent owner of the Issuer, and indirectly by Paul S. Levy, the sole Manager of GPV Loar LLC. Paul S. Levy is a director and a ten percent owner of the Issuer. F2 · ownership.nature: Paul S. Levy may be deemed to have beneficial ownership of the shares held directly by GPV Loar LLC. Read SEC document |
| December 12, 2024 Filed Dec 17, 2024 02:17 UTC | Loar Holdings Inc. LOAR · Entity 3753 | SaleCommon Stock | 251,616 | $81.18 | $20,424,928.80 |
DisclosureSEC source: 0000950170-24-136873 · ownership.xml · nonDerivative · entry 1 LEVY PAUL S · CIK 0001110176 · Director · 10% owner GPV Loar LLC · CIK 0002020102 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By GPV Loar LLC Disclosed balance after: 9,357,002 F1 · ownership.nature: Consists of shares owned directly by GPV Loar LLC, a Delaware limited liability company, a ten percent owner of the Issuer, and indirectly by Paul S. Levy, the sole Manager of GPV Loar LLC. Paul S. Levy is a director and a ten percent owner of the Issuer. F2 · ownership.nature: Paul S. Levy may be deemed to have beneficial ownership of the shares held directly by GPV Loar LLC. 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.