Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Holley Inc.HLLY · Entity 5776 | Chief Financial Officer | August 15, 2022 | August 16, 2022 |
| Shoals Technologies Group, Inc.SHLS · Entity 4879 | Chief Financial Officer | June 01, 2026 | June 02, 2026 |
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.
Holley Inc.
Report date August 15, 2022 · Filed August 16, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 102,971 |
Ending reported balance
After 2022-08-16 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-08-15 · Sale · Disposed 24,578 · Balance 112,771 Row 2 · 2022-08-16 · Sale · Disposed 9,800 · Balance 102,971 F1: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $6.40 to $6.41. Full information regarding the number of shares sold at each separate price can be furnished to the SEC staff upon request. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $6.40 to $6.41. Full information regarding the number of shares sold at each separate price can be furnished to the SEC staff upon request.
Shoals Technologies Group, Inc.
Report date June 01, 2026 · Filed June 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 364,775 |
Reported balance
After 2026-06-01 transaction · row 1
1 source rowRow 1 · 2026-06-01 · Tax withholding · Disposed 30,204 · Balance 364,775 F1: Represents shares of common stock that have been withheld by the Issuer to satisfy the income tax obligations of the Reporting Person in connection with the vesting of restricted stock units, and does not represent a sale by the Reporting Person. F2: Pursuant to the Shoals Technologies Group, Inc. 2021 Long-Term Incentive Plan, the closing price of the common stock on the Nasdaq Global Market on the date of vesting is used for purposes of computing tax reporting and withholding. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of common stock that have been withheld by the Issuer to satisfy the income tax obligations of the Reporting Person in connection with the vesting of restricted stock units, and does not represent a sale by the Reporting Person.
F2: Pursuant to the Shoals Technologies Group, Inc. 2021 Long-Term Incentive Plan, the closing price of the common stock on the Nasdaq Global Market on the date of vesting is used for purposes of computing tax reporting and withholding.
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 |
|---|---|---|---|---|---|---|
| June 01, 2026 Filed Jun 2, 2026 20:06 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | Tax withholdingClass A Common Stock | 30,204 | $12.18 | $367,884.72 |
DisclosureSEC source: 0001831651-26-000092 · wk-form4_1780430794.xml · nonDerivative · entry 1 Bardos Dominic · CIK 0001869375 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 364,775 F1 · shares: Represents shares of common stock that have been withheld by the Issuer to satisfy the income tax obligations of the Reporting Person in connection with the vesting of restricted stock units, and does not represent a sale by the Reporting Person. F2 · price: Pursuant to the Shoals Technologies Group, Inc. 2021 Long-Term Incentive Plan, the closing price of the common stock on the Nasdaq Global Market on the date of vesting is used for purposes of computing tax reporting and withholding. Read SEC document |
| May 08, 2026 Filed May 8, 2026 21:33 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | SaleClass A Common Stock | 54,449 | $8.48 | $461,727.52 |
DisclosureSEC source: 0001831651-26-000085 · wk-form4_1778276020.xml · nonDerivative · entry 1 Bardos Dominic · CIK 0001869375 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 394,979 F1 · price: The price listed is a weighted average price. The shares reported herein were sold in multiple transactions at prices ranging from $8.350 to $8.615, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 04, 2026 Filed Mar 6, 2026 21:11 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | Tax withholdingClass A Common Stock | 27,114 | $6.14 | $166,479.96 |
DisclosureSEC source: 0001831651-26-000032 · wk-form4_1772831476.xml · nonDerivative · entry 1 Bardos Dominic · CIK 0001869375 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 449,428 F1 · shares: Represents shares of common stock that have been withheld by the Issuer to satisfy the income tax obligations of the Reporting Person in connection with the vesting of restricted stock units, and does not represent a sale by the Reporting Person. F2 · price: Pursuant to the Shoals Technologies Group, Inc. 2021 Long-Term Incentive Plan, the closing price of the common stock on the Nasdaq Global Market on the date of vesting is used for purposes of computing tax reporting and withholding. Read SEC document |
| February 17, 2026 Filed Feb 20, 2026 00:32 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | GrantClass A Common Stock | 64,253 | $0.00 | $0.00 |
DisclosureSEC source: 0001831651-26-000012 · wk-form4_1771547549.xml · nonDerivative · entry 1 Bardos Dominic · CIK 0001869375 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 476,542 F1 · shares: The reported securities are restricted stock units ("RSUs") that each represents a right to receive one share of the Issuer's Class A Common Stock. The reported RSUs will vest in three equal installments on March 4, 2027, March 4, 2028, and March 4, 2029. Read SEC document |
| December 05, 2025 Filed Dec 5, 2025 23:56 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | SaleClass A Common Stock | 4,170 | $7.83 | $32,651.10 |
DisclosureSEC source: 0001831651-25-000105 · wk-form4_1764979014.xml · nonDerivative · entry 1 Bardos Dominic · CIK 0001869375 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 412,289 F1 · shares: Mandatory sale to cover applicable tax withholding obligations realized upon vesting of restricted stock units. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $7.80 to $7.86, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the aforementioned range. Read SEC document |
| October 17, 2025 Filed Oct 20, 2025 21:44 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | Tax withholdingClass A Common Stock | 1,758 | $9.95 | $17,492.10 |
DisclosureSEC source: 0001831651-25-000087 · wk-form4_1760996670.xml · nonDerivative · entry 1 Bardos Dominic · CIK 0001869375 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 416,459 F1 · shares: Represents 1,758 RSUs that have been withheld by the Issuer to satisfy its income tax withholding and remittance obligations in connection with vesting of 4,466 RSUs and does not represent a sale by the Reporting Person. F2 · price: Pursuant to the Shoals Technologies Group, Inc. 2021 Long-Term Incentive Plan, the closing price of the common stock on the Nasdaq Global Market on the date of vesting is used for purposes of computing tax reporting and withholding. Read SEC document |
| March 12, 2025 Filed Mar 12, 2025 20:22 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | PurchaseClass A Common Stock | 35,000 | $2.80 | $98,000.00 |
DisclosureSEC source: 0001831651-25-000037 · wk-form4_1741810925.xml · nonDerivative · entry 1 Bardos Dominic · CIK 0001869375 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 418,217 Read SEC document |
| March 05, 2025 Filed Mar 6, 2025 23:13 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | SaleClass A Common Stock | 7,450 | $3.09 | $23,020.50 |
DisclosureSEC source: 0001831651-25-000023 · wk-form4_1741302806.xml · nonDerivative · entry 1 Bardos Dominic · CIK 0001869375 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 383,217 F1 · shares: Mandatory sale to cover applicable tax withholding obligations realized upon vesting of restricted stock units. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $3.08 to $3.10. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the aforementioned range. Read SEC document |
| February 20, 2025 Filed Feb 24, 2025 23:18 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | GrantClass A Common Stock | 149,783 | $0.00 | $0.00 |
DisclosureSEC source: 0001831651-25-000008 · wk-form4_1740439120.xml · nonDerivative · entry 1 Bardos Dominic · CIK 0001869375 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 390,667 F1 · shares: The reported securities are restricted stock units ("RSUs") that each represents a right to receive one share of the Issuer's Class A Common Stock. The reported RSUs will vest in three equal installments on March 4, 2026, March 4, 2027, and March 4, 2028. Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 23:21 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | Tax withholdingClass A Common Stock | 3,853 | $4.08 | $15,720.24 |
DisclosureSEC source: 0001831651-25-000004 · wk-form4_1740093689.xml · nonDerivative · entry 2 Bardos Dominic · CIK 0001869375 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 240,884 F2 · acquired: This transaction represents the number of shares withheld to satisfy tax withholding liabilities upon the vesting of performance-based share units. Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 23:21 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | GrantClass A Common Stock | 8,628 | $0.00 | $0.00 |
DisclosureSEC source: 0001831651-25-000004 · wk-form4_1740093689.xml · nonDerivative · entry 1 Bardos Dominic · CIK 0001869375 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 244,737 F1 · acquired: Represents vesting of performance-based share units (PSUs) earned pursuant to the terms of an award of PSUs granted to the reporting person on October 17, 2022, following certification by the Compensation Committee of the Board of Directors on February 18, 2025 of achievement against performance criteria established under the award. Each PSU entitles the reporting person to receive one share of the Issuer's common stock. Read SEC document |
| December 05, 2024 Filed Dec 6, 2024 21:24 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | SaleClass A Common Stock | 4,300 | $4.69 | $20,167.00 |
DisclosureSEC source: 0001831651-24-000133 · wk-form4_1733520291.xml · nonDerivative · entry 1 Bardos Dominic · CIK 0001869375 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 236,109 F1 · shares: Mandatory sale to cover applicable tax withholding obligations realized upon vesting of restricted stock units. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $4.68 to $4.70, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the aforementioned range. Read SEC document |
| November 22, 2024 Filed Nov 25, 2024 21:59 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | PurchaseClass A Common Stock | 15,000 | $4.71 | $70,650.00 |
DisclosureSEC source: 0001831651-24-000129 · wk-form4_1732571976.xml · nonDerivative · entry 1 Bardos Dominic · CIK 0001869375 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 240,409 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $4.70 to $4.72, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the aforementioned range. Read SEC document |
| October 17, 2024 Filed Oct 18, 2024 20:40 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | Tax withholdingClass A Common Stock | 1,758 | $4.94 | $8,684.52 |
DisclosureSEC source: 0001831651-24-000116 · wk-form4_1729284038.xml · nonDerivative · entry 1 Bardos Dominic · CIK 0001869375 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 225,409 F1 · shares: Represents 1,758 RSUs that have been withheld by the Issuer to satisfy its income tax withholding and remittance obligations in connection with vesting of 4,466 RSUs and does not represent a sale by the Reporting Person. Read SEC document |
| July 16, 2024 Filed Jul 18, 2024 21:35 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | Tax withholdingClass A Common Stock | 5,800 | $7.06 | $40,948.00 |
DisclosureSEC source: 0001831651-24-000087 · wk-form4_1721338552.xml · nonDerivative · entry 1 Bardos Dominic · CIK 0001869375 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 227,167 F1 · shares: Represents 5,800 RSUs that have been withheld by the Issuer to satisfy its income tax withholding and remittance obligations in connection with vesting of 14,737 RSUs and does not represent a sale by the Reporting Person. Read SEC document |
| July 08, 2024 Filed Jul 9, 2024 20:36 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | GrantClass A Common Stock | 115,132 | $0.00 | $0.00 |
DisclosureSEC source: 0001831651-24-000073 · wk-form4_1720557370.xml · nonDerivative · entry 1 Bardos Dominic · CIK 0001869375 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 232,967 F1 · shares: Represents a retention grant of restricted stock units, which vests 66 2/3% on July 8, 2026, and 33 1/3% on July 8, 2027, subject to the Reporting Persons continued service to the Issuer through the applicable vesting date. Read SEC document |
| February 27, 2024 Filed Feb 28, 2024 22:32 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | GrantClass A Common Stock | 50,910 | $0.00 | $0.00 |
DisclosureSEC source: 0001831651-24-000018 · wk-form4_1709159546.xml · nonDerivative · entry 1 Bardos Dominic · CIK 0001869375 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 117,835 F1 · shares: The reported securities are restricted stock units ("RSUs") that each represents a right to receive one share of the Issuer's Class A Common Stock. The reported RSUs will vest in three equal installments on March 4, 2025, March 4, 2026, and March 4, 2027. Read SEC document |
| December 05, 2023 Filed Dec 6, 2023 21:28 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | SaleClass A Common Stock | 4,200 | $14.24 | $59,808.00 |
DisclosureSEC source: 0001831651-23-000096 · wk-form4_1701898122.xml · nonDerivative · entry 1 Bardos Dominic · CIK 0001869375 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,925 F1 · shares: Mandatory sale to cover applicable tax withholding obligations realized upon vesting of restricted stock units. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $14.22 to $14.27, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth herein. Read SEC document |
| October 18, 2023 Filed Oct 18, 2023 20:21 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | Tax withholdingClass A Common Stock | 1,758 | $16.07 | $28,251.06 |
DisclosureSEC source: 0001831651-23-000081 · wk-form4_1697660487.xml · nonDerivative · entry 1 Bardos Dominic · CIK 0001869375 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,125 F1 · shares: Represents 1,758 RSUs that have been withheld by the Issuer to satisfy its income tax withholding and remittance obligations in connection with vesting of 4,466 RSUs and does not represent a sale by the Reporting Person. Read SEC document |
| July 17, 2023 Filed Jul 17, 2023 21:16 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | Tax withholdingClass A Common Stock | 8,699 | $25.35 | $220,519.65 |
DisclosureSEC source: 0001831651-23-000067 · wk-form4_1689628606.xml · nonDerivative · entry 1 Bardos Dominic · CIK 0001869375 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,883 F1 · shares: Represents 8,699 RSUs that have been withheld by the Issuer to satisfy its income tax withholding and remittance obligations in connection with vesting of 22,106 RSUs and does not represent a sale by the Reporting Person. Read SEC document |
| January 18, 2023 Filed Jan 21, 2023 00:34 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | GrantClass A Common Stock | 31,341 | $0.00 | $0.00 |
DisclosureSEC source: 0001831651-23-000008 · wf-form4_167426126551823.xml · nonDerivative · entry 1 Bardos Dominic · CIK 0001869375 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,582 F1 · shares: The reported securities are restricted stock units ("RSUs") that each represent a right to receive one share of the Issuer's Class A Common Stock. The reported RSUs will vest in three equal installments on each of the first three anniversaries of December 4, 2022. Read SEC document |
| October 17, 2022 Filed Oct 18, 2022 22:09 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | GrantClass A Common Stock | 50,241 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-033766 · doc4.xml · nonDerivative · entry 1 Bardos Dominic · CIK 0001869375 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,241 F1 · shares: Restricted stock units ("RSUs") representing a right to receive one share of the Issuer's Class A Common Stock. 13,398 RSUs will vest in three equal installments on each of the first three anniversaries of October 17, 2022; and 36,843 RSUs will vest 60% on July 16, 2023 and the remaining 40% on July 16, 2024; in each case subject to the Reporting Person's continued employment through each applicable vesting date. Read SEC document |
| August 16, 2022 Filed Aug 16, 2022 20:23 UTC | Holley Inc. HLLY · Entity 5776 | SaleCommon Stock | 9,800 | $6.40 | $62,720.00 |
DisclosureSEC source: 0001437749-22-020722 · rdgdoc.xml · nonDerivative · entry 2 Bardos Dominic · CIK 0001869375 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,971 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $6.40 to $6.41. Full information regarding the number of shares sold at each separate price can be furnished to the SEC staff upon request. Read SEC document |
| August 15, 2022 Filed Aug 16, 2022 20:23 UTC | Holley Inc. HLLY · Entity 5776 | SaleCommon Stock | 24,578 | $6.50 | $159,757.00 |
DisclosureSEC source: 0001437749-22-020722 · rdgdoc.xml · nonDerivative · entry 1 Bardos Dominic · CIK 0001869375 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,771 Read SEC document |
| July 16, 2022 Filed Jul 19, 2022 12:43 UTC | Holley Inc. HLLY · Entity 5776 | Tax withholdingCommon Stock | 30,122 | $11.53 | $347,306.66 |
DisclosureSEC source: 0001437749-22-017285 · rdgdoc.xml · nonDerivative · entry 1 Bardos Dominic · CIK 0001869375 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,349 F1 · shares: This amount represents shares automatically withheld upon the vesting of 64,500 restricted shares of common stock on July 16, 2022, to cover required tax withholding. The fair market value of HLLY common stock used for purposes of calculating the number of shares to be withheld was the closing price of HLLY common stock as reported on July 15, 2022. Read SEC document |
| February 15, 2022 Filed Feb 17, 2022 15:14 UTC | Holley Inc. HLLY · Entity 5776 | GrantStock Option (Right to Buy) · Derivative | 62,373 | $0.00 Strike: $12.29 | $0.00 |
DisclosureSEC source: 0001209191-22-010520 · doc4.xml · derivative · entry 2 Bardos Dominic · CIK 0001869375 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,373 Underlying: Common Stock · 62,373 shares Expires 2032-02-15 F2 · security: Represents stock options granted pursuant to the Issuer's 2021 Omnibus Incentive Plan. F3 · derivative.exercise_date: The shares subject to the stock option vest and become exercisable in equal or nearly equal installments on February 15 of each of 2023, 2024, and 2025, subject to the reporting person's continuous employment through such date. Read SEC document |
| February 15, 2022 Filed Feb 17, 2022 15:14 UTC | Holley Inc. HLLY · Entity 5776 | GrantCommon Stock | 25,971 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-010520 · doc4.xml · nonDerivative · entry 1 Bardos Dominic · CIK 0001869375 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167,471 F1 · security: Represents a grant of restricted stock units pursuant to the Issuer's 2021 Omnibus Incentive Plan. Each restricted stock unit represents the right to receive, upon vesting, one share of Common Stock. These restricted stock units will vest in equal, or nearly equal, installments on February 15 of each of 2023, 2024 and 2025, subject to the reporting person's continuous employment through such date. Read SEC document |
| September 23, 2021 Filed Sep 24, 2021 20:03 UTC | Holley Inc. HLLY · Entity 5776 | GrantCommon Stock | 80,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-057567 · doc4.xml · nonDerivative · entry 2 Bardos Dominic · CIK 0001869375 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,500 F2 · security: Represents a grant of restricted stock units pursuant to the Issuer's 2021 Omnibus Incentive Plan. Each restricted stock unit represent the right to receive, upon vesting, one share of Common Stock. These restricted stock units will vest under the following schedule: 55% on July 16, 2022, 30% on July 16, 2023, and 15% on July 16, 2024, subject to the reporting person's continuous employment through such date. Read SEC document |
| September 23, 2021 Filed Sep 24, 2021 20:03 UTC | Holley Inc. HLLY · Entity 5776 | GrantCommon Stock | 61,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-057567 · doc4.xml · nonDerivative · entry 1 Bardos Dominic · CIK 0001869375 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,500 F1 · security: Represents a grant of restricted stock units pursuant to the Issuer's 2021 Omnibus Incentive Plan. Each restricted stock unit represents the right to receive, upon vesting, one share of Common Stock. These restricted stock units will vest in equal, or nearly equal, installments on July 16 of each of 2022, 2023 and 2024, subject to the reporting person's continuous employment through such date. Read SEC document |
| July 16, 2021 Filed Jul 21, 2021 00:45 UTC | Holley Inc. HLLY · Entity 5776 | GrantStock Option (Right to Buy) · Derivative | 179,771 | $0.00 Strike: $10.50 | $0.00 |
DisclosureSEC source: 0000899243-21-029058 · doc4.xml · derivative · entry 1 Bardos Dominic · CIK 0001869375 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 179,771 Underlying: Common Stock · 179,771 shares Expires 2031-07-15 F1 · shares: Represents stock options granted pursuant to the Issuer's 2021 Omnibus Incentive Plan (the "Plan"). F2 · derivative.exercise_date: The shares subject to the stock option vest and become exercisable under the following schedule, subject to the earlier filing of a Registration Statement on Form S-8 with the Securities and Exchange Commission: one-third of the shares subject to the stock option vest and become exercisable on each of July 16, 2022, July 16, 2023 and July 16, 2024, subject to the reporting person's continuous employment through such dates. 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.