Amendment: SEC Form SCHEDULE 13G/A filed by Loar Holdings Inc.
$LOAR
Military/Government/Technical
Industrials
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SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 |
SCHEDULE 13G
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UNDER THE SECURITIES EXCHANGE ACT OF 1934
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(Amendment No. 2)
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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)
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| Rule 13d-1(c)
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 Rule 13d-1(d)
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SCHEDULE 13G
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| 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)
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| 3 | Sec Use Only | ||||||||
| 4 | Citizenship or Place of Organization
FLORIDA
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| Number of Shares Beneficially Owned by Each Reporting Person With: |
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| 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)
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| 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
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| 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)
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| 3 | Sec Use Only | ||||||||
| 4 | Citizenship or Place of Organization
UNITED STATES
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| Number of Shares Beneficially Owned by Each Reporting Person With: |
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| 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)
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| 11 | Percent of class represented by amount in row (9)
4.5 % | ||||||||
| 12 | Type of Reporting Person (See Instructions)
IN |
SCHEDULE 13G
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| 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);
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| (b) | Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
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| (c) | Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
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| (d) | Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
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| (e) | An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
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| (f) | An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
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| (g) | A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
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| (h) | A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
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| (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);
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| (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).
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| 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:
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| (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. | |
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Ownership of 5 percent or less of a class
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| Item 6. | Ownership of more than 5 Percent on Behalf of Another Person. | |
Not Applicable
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| 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
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| Item 8. | Identification and Classification of Members of the Group. | |
Not Applicable
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| Item 9. | Notice of Dissolution of Group. | |
Not Applicable
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| Item 10. | Certifications: |
Not Applicable
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| 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.
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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).