LOAR Loar Holdings Inc. Insider Trading

Director Taiwo K. Danmola sold 35,000 shares of LOAR at $60.59 on 2026-05-20 for $2,120,650, reducing holdings by 39.2%.

On 2026-05-20, Director Taiwo K. Danmola sold 35,000 shares at $60.59, netting $2,120,650 and reducing his holdings from 89,286 shares to 54,286 shares—a 39.2% reduction in position size. The sale occurred at a price notably below the current market price of $68.09 and well below the 52-week high of $90.50. Examining his prior trading record at LOAR, Danmola purchased shares on 2024-04-29 with a 90-day return of +124.2%, demonstrating that his one prior same-ticker trade was well-timed based on subsequent price appreciation. The current sale at $60.59 represents a price 24.8% below the 52-week high, occurring in a context where the stock has risen 11.0% over the prior 30 days. While the historical buy was favorably timed, this sale occurs at a depressed level relative to recent peaks, making the immediate directional significance of this transaction less clear without forward-looking price guidance.

Director Paul S Levy bought 75,000 shares of LOAR at $64.90 ($4.9M); 3 other insiders bought within 14 days, signaling coordinated confidence amid 33.7% pullback from 52-week high.

Director Paul S Levy purchased 75,000 shares at $64.90, raising his holdings to 8,087,580 shares. This $4,867,500.00 transaction occurs as LOAR has declined 33.7% from its 52-week high of $99.49 despite strong fundamentals: annual revenue growth of +23.2%, P/E of 54.49, and net income of $27,606,000.00 in the latest quarter. The timing is reinforced by a cluster pattern: 3 other insiders also bought within the past 14 days, suggesting coordinated conviction in the depressed valuation. Notably, Levy's prior sales at LOAR were well-timed at the 90-day mark (all 3 of 3 prior sells exhibited negative 90-day returns), demonstrating his historical accuracy on this ticker—a track record that carries weight when interpreting the present purchase during a sustained drawdown.

Director Bobbili Raja purchased 50,000 shares of LOAR for $3,180,486.00 in 2 transactions at blended average $63.61; stock now at $64.67 amid cluster buy activity.

Bobbili Raja acquired 50,000 shares (50.0K shares) for $3,180,486.00 through 2 separate purchases on 2026-03-12 at prices of $62.76 and $64.17, building an initial stake in LOAR. This purchase occurs within a cluster pattern—3 other insiders also bought within the past 14 days—suggesting coordinated conviction at this price level. Notably, this director's prior trades at LOAR (3 sells in May 2025 and December 2024) showed a 100% well-timed rate at the 90-day mark, indicating a track record of disciplined execution at this ticker. The company currently trades at $64.67, only 1.2% above the transaction price, with LOAR posting strong fundamentals: annual revenue growth of +23.2%, a market cap of $6,054,565,199.57 ($6.1B), and latest quarterly revenue of $126,751,000.00 ($126.8M).

Director Carpenito buys 4,800 shares for $311,857.45 (blended $64.97); stock down -35.0% from 52-week high; cluster pattern with 3 other insiders buying in past 14 days.

Carpenito's purchase of 4,800 shares across 3 separate transactions on March 12–13, 2026 represents an initial position in LOAR stock. The timing coincides with a significant pullback: the stock trades at $64.67, approximately 35% below its 52-week high of $99.49. The transaction occurs within a cluster pattern where 3 other insiders have also purchased within the past 14 days, suggesting coordinated confidence at current depressed valuations. At a P/E of 53.45 and fundamentals showing +23.2% annual revenue growth and $27.6M net income on $126.8M quarterly revenue, the stock remains expensive on traditional metrics. The lack of prior same-ticker history for this insider means there is no historical baseline for evaluating buy timing at LOAR; his cross-ticker track record of 100% well-timed sells (3 prior exits) reflects short-sale skill rather than buy-side accuracy. This filing warrants close attention to whether the cluster pattern represents genuine conviction or reflects external guidance (e.g., a 10b5-1 plan not disclosed here).

Loar exec Dirkson bought 44,000 shares ($3.0M) across 3 days at $67.41–$67.49; stock now $63.03 (-36.6% from 52-week high). Cluster buy pattern.

Charles Dirkson R executed 3 separate purchases totaling 44,000 shares (44.0K shares) for $2,967,830.64 ($3.0M) over March 10–12, with a blended average price of $67.45. This addition represents a +1.1% increase in his holdings (now 4,087,005 shares post-transaction). The buys occur during a period of stock weakness: the current price of $63.03 sits -36.6% from the 52-week high and -3.6% over 30 days. At LOAR specifically, Dirkson's prior 3 trades were all sells (conducted May 2025 and December 2024), each well-timed at the 90-day mark with subsequent declines ranging from -13.4% to -21.6%. His cross-ticker buy track record shows 1 prior open-market buy with a +29.4% average 90-day return (100% win rate on buys). A cluster pattern is present: 2 other insiders also bought within the past 14 days alongside this filing. The company's fundamentals remain solid (revenue $126.8M latest quarter, annual growth +23.2%), though the elevated P/E of 52.09 and significant recent drawdown from recent highs provide the context for this discretionary purchase.

GSO Capital Opportunities Fund III LP sells 3,000,000 shares of LOAR at $82.61 for $247.8M, reducing stake to 209,042 shares (-93.5%)

GSO Capital Opportunities Fund III LP, a 10% owner of Loar Holdings, executed five separate sales on 2025-06-09 totaling 3,000,000 shares for $247,830,000.00 at $82.61 per share, retaining only 209,042 shares post-transaction. This represents a near-complete liquidation of the fund's position, reducing holdings by -93.5% in a single day. The transaction occurred when LOAR was trading at $83.92 (current), and the stock has declined -15.6% over the 30-day and 90-day periods from the transaction date, moving -15.6% from its 52-week high of $99.49. While the insider's cross-ticker track record shows a 90d well-timed rate of 100.00% across 15 prior sells with an average 90d return of -21.6%, this fund's prior five trades at LOAR on 2025-05-19 have no measurable outcomes yet and no historical well-timed sales pattern specific to this ticker. The magnitude and timing of this divestiture warrant attention given the fundamental context: LOAR trades at a P/E of 220.84 on $114.7M quarterly revenue and $15.3M net income, with a $7.9B market cap.

Blackstone Alternative Credit Advisors LP (10% owner) sold 3,000,000 shares at $82.61 for $247.8M, reducing position 93.5% to 209.0K shares

Blackstone Alternative Credit Advisors LP executed 5 separate sales totaling 3,000,000 shares (3.00M shares) at a blended average price of $82.61 on 2025-06-09, netting $247,830,000.00. This sale reduces the 10% owner's stake from 3,209,042 shares (3.21M shares) to 209,042 shares (209.0K shares)—a reduction of 93.5% in the pre-transaction holding position. The current stock price of $83.92 is 15.6% below the 52-week high of $99.49 and down 15.6% over the past 30 days, though the stock has appreciated 32.3% over 90 days. This near-complete exit by a major shareholder is a material liquidity event; the size and scope of the transaction—elimination of a dominant institutional stake—warrants careful examination of the timing and the company's recent financial trajectory, particularly given the elevated P/E multiple of 220.84 and the 26.9% annual revenue growth rate alongside the stock's recent downward pressure.

Blackstone Holdings IV L.P. sold 3,000,000 shares (3.00M) of LOAR for $247,830,000.00 on 2025-06-09, reducing stake by 93.5%

Blackstone Holdings IV L.P., a 10% owner, executed 5 separate sales totaling 3,000,000 (3.00M shares) for $247,830,000.00 ($247.8M) at $82.61 per share on 2025-06-09, liquidating 93.5% of its position and leaving 209,042 shares (209.0K shares) post-transaction. This massive reduction in a substantial institutional stake represents a near-complete exit from LOAR. The sales occur against a backdrop of recent price weakness: the stock is down 15.6% from its 52-week high of $99.49 and down 15.6% over the prior 30 days, though it is up 32.3% over 90 days, suggesting this sell came after a recent rally. Notably, Blackstone had already conducted 5 separate sales on 2025-05-19 (21 days prior), indicating a sustained divestment pattern over the recent period. With LOAR trading at an elevated P/E of 220.84 relative to its $15.3M net income, the timing of this large institutional exit warrants investor attention to potential valuation and growth trajectory concerns.

Blackstone Holdings IV L.P. sold 1,792,557 shares of LOAR for $145,031,663.99 across 10 transactions on May 16-19

Blackstone Holdings IV L.P., a 10% owner, executed 10 separate sales totaling 1,792,557 shares for $145,031,663.99 at a blended average of $80.91, reducing its stake by 86.0% to 290,663 shares post-transaction. This represents a material liquidation of a major shareholder position. Across Blackstone's 5 prior sales at LOAR (all on 2024-12-12), all demonstrated well-timed exits with negative 90-day returns, establishing a consistent pattern of selling ahead of declines. The current trade occurred when LOAR stock is trading at $83.00, down 2.4% over 30 days and 16.6% from its 52-week high of $99.49, providing context for the magnitude of this divestiture relative to recent price action.

10% owner Abrams Capital sold 703.7K LOAR shares at $80.91 (May 16); holds 32.05M post-trade

Abrams Capital Management, L.P., a 10% holder of Loar Holdings, executed a sale of 703,691 shares at $80.91 on 2025-05-16, reducing holdings by 2.1% to 32.05M shares. The trade occurred at a price now 2.6% above current market ($83.00), near the 52-week range midpoint. Across the insider's broader portfolio history, three prior sells showed an average 90-day decline of 15.8% with 100% well-timed outcomes, and at LOAR specifically, the prior December 2024 sale preceded a 21.6% 90-day decline. This transaction follows another LOAR sale just one trading day prior (May 15), suggesting sequential liquidation activity. The combination of repeated sales over consecutive days, strong 90-day timing success in the prior LOAR trade, and year-to-date stock appreciation of 18% (90-day) offers context for assessing market expectations, though the company's elevated P/E of 218.42 and recent annual revenue growth of 26.9% remain operative fundamentals.