John R. Wilson Maintains 3.16M Share Stake in Allovir (ALVR)

TL;DR

**John R. Wilson still holds over 3.1 million shares of Allovir, showing a stable, large individual stake.**

AI Summary

John Robert Wilson, an individual, filed an amended SC 13G/A on January 9, 2024, disclosing his beneficial ownership in Allovir, Inc. (ALVR). Wilson reported sole voting and dispositive power over 3,157,878 shares of Allovir's common stock, representing a significant stake in the company. This filing is important for investors as it updates the public on a major individual shareholder's position, indicating continued confidence or a stable holding in the company's future.

Why It Matters

This filing confirms a significant individual shareholder's continued interest in Allovir, which can influence investor sentiment and potentially signal stability in the company's ownership structure.

Risk Assessment

Risk Level: low — This filing is an amendment confirming an existing significant ownership, not a new acquisition or disposal, indicating stability rather than immediate risk.

Analyst Insight

Investors should note that a significant individual shareholder, John Robert Wilson, has maintained a stable position of 3,157,878 shares in Allovir, Inc. This stability might be viewed positively, suggesting a lack of immediate selling pressure from this large holder. However, it doesn't provide new catalysts for price movement.

Key Numbers

• 3,157,878 — Shares Beneficially Owned (Represents the total number of Allovir, Inc. common stock shares John Robert Wilson has sole voting and dispositive power over.)

Key Players & Entities

• John Robert Wilson (person) — Reporting Person, beneficial owner of Allovir, Inc. shares
• Allovir, Inc. (company) — Issuer of the securities
• 3,157,878 (dollar_amount) — Number of shares beneficially owned by John Robert Wilson

Forward-Looking Statements

• John Robert Wilson will maintain his current shareholding in Allovir, Inc. for the foreseeable future. (John Robert Wilson) — medium confidence, target: 2025-01-09

FAQ

Key Financial Figures

• $0.0001 — Inc. (Name of Issuer) Common Stock, $0.0001 par value per share (Title of Class o

Filing Documents

• tm242406d2_sc13ga.htm (SC 13G/A) — 58KB
• 0001104659-24-002531.txt ( ) — 59KB

If this statement is filed

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); (b) Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c); (c) Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c); (d) Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C 80a –8); (e) An investment adviser in accordance with §240.13d–1(b)(1)(ii)(E); (f) An employee benefit plan or endowment fund in accordance with §240.13d–1(b)(1)(ii)(F); (g) A parent holding company or control person in accordance with §240.13d–1(b)(1)(ii)(G); (h) A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813); CUSIP No. 019818103 SCHEDULE 13G/A Page 4 of 7 (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); (j) A non-U.S. institution in accordance with §240.13d–1(b)(1)(ii)(J); (k) Group, in accordance with §240.13d–1(b)(1)(ii)(K). If filing as a non-U.S. institution in accordance with §240.13d–1(b)(1)(ii)(J), please specify the type of institution: _____________________

Ownership

Item 4. Ownership Provide the following information regarding the aggregate number and percentage of the class of securities of the issuer identified in Item 1. (a) Amount beneficially owned: As of the Initial Date : 5,562,954 shares of the Issuer’s common stock. On the Initial Date, the Reporting Person transferred 3,214,955 shares of the Issuer’s common stock to John R. Wilson, as Trustee of the John R. Wilson Revocable Trust Agreement dated August 3, 2017. Includes 2,347,999 shares of the Issuer’s common stock that were held by Cresset Trust Company, LLC (formerly known as Meristem Trust Company, LLC) as trustee of the John R. Wilson Irrevocable Trust dated July 9, 2020. The Reporting Person does not serve as a trustee of such trust and has no voting or dispositive power with respect to these shares. The Reporting Person disclaims beneficial ownership of these shares except to the extent of his security interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of such shares for any purpose. As of December 31, 2021 : 5,354,461 shares of the Issuer’s common stock. Includes 2,197,999 shares of the Issuer’s common stock that were held by Cresset Trust Company, LLC (formerly known as Meristem Trust Company, LLC) as trustee of the John R. Wilson Irrevocable Trust dated July 9, 2020. The Reporting Person does not serve as a trustee of such trust and has no voting or dispositive power with respect to these shares. The Reporting Person disclaims beneficial ownership of these shares except to the extent of his security interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of such shares for any purpose. As of December 31, 2022 : 5,355,877 shares of the Issuer’s common stock. Includes 2,197,999 shares of the Issuer’s common stock that were held by Cresset Trust Company, LLC (formerly

Signatures

Signatures 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. Date: January 9, 2023 Signature: /s/ John Robert Wilson Name: John Robert Wilson

View Full Filing

View this SC 13G/A filing on SEC EDGAR