Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Holley Inc.HLLY · Entity 5776 | Director | May 08, 2026 | May 14, 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 May 08, 2026 · Filed May 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 134,895 |
Reported balance
After 2026-05-08 transaction · row 1
1 source rowRow 1 · 2026-05-08 · Grant · Acquired 32,710 · Balance 134,895 F1: Represents a grant of restricted stock units pursuant to the Issuer's 2021 Omnibus Incentive Plan, as amended. Each restricted stock unit represents the right to receive, upon vesting, one share of Common Stock. These restricted stock units will vest on May 1, 2027, subject to the reporting person's continuous service through such date. |
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 104,775 |
Reported balance
Holding disclosure · report date 2026-05-08 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 104,775 F2: These securities are held by Highwood Investing LLC. The Reporting Person may be deemed to beneficially own shares held directly by Highwood Investing LLC by virtue of his relationship with Highwood Investing LLC. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of restricted stock units pursuant to the Issuer's 2021 Omnibus Incentive Plan, as amended. Each restricted stock unit represents the right to receive, upon vesting, one share of Common Stock. These restricted stock units will vest on May 1, 2027, subject to the reporting person's continuous service through such date.
F2: These securities are held by Highwood Investing LLC. The Reporting Person may be deemed to beneficially own shares held directly by Highwood Investing LLC by virtue of his relationship with Highwood Investing 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 08, 2026 Filed May 14, 2026 21:17 UTC | Holley Inc. HLLY · Entity 5776 | GrantCommon Stock | 32,710 | $0.00 | $0.00 |
DisclosureSEC source: 0001822928-26-000031 · wk-form4_1778793458.xml · nonDerivative · entry 1 Clempson Graham · CIK 0001827089 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 134,895 F1 · shares: Represents a grant of restricted stock units pursuant to the Issuer's 2021 Omnibus Incentive Plan, as amended. Each restricted stock unit represents the right to receive, upon vesting, one share of Common Stock. These restricted stock units will vest on May 1, 2027, subject to the reporting person's continuous service through such date. Read SEC document |
| May 13, 2025 Filed May 15, 2025 20:44 UTC | Holley Inc. HLLY · Entity 5776 | GrantCommon Stock | 48,165 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-017234 · rdgdoc.xml · nonDerivative · entry 1 Clempson Graham · CIK 0001827089 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,185 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 on May 13, 2026, subject to the reporting person's continuous service through such date. Read SEC document |
| June 10, 2024 Filed Jun 11, 2024 20:30 UTC | Holley Inc. HLLY · Entity 5776 | GrantCommon Stock | 29,166 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-019965 · rdgdoc.xml · nonDerivative · entry 1 Clempson Graham · CIK 0001827089 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,020 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 on June 10, 2025, subject to the reporting person's continuous service through such date. Read SEC document |
| March 15, 2024 Filed Mar 18, 2024 20:07 UTC | Holley Inc. HLLY · Entity 5776 | PurchaseCommon Stock | 40,924 | $4.23 | $172,932.55 |
DisclosureSEC source: 0001437749-24-008285 · rdgdoc.xml · nonDerivative · entry 2 Clempson Graham · CIK 0001827089 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 104,775 F2 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $4.19 to $4.25. Full information regarding the number of shares purchased at each separate price will be provided upon request. F3 · ownership.nature: These securities are held by Highwood Investing LLC. The Reporting Person may be deemed to beneficially own shares held directly by Highwood Investing LLC by virtue of his relationship with Highwood Investing LLC. Read SEC document |
| March 14, 2024 Filed Mar 18, 2024 20:07 UTC | Holley Inc. HLLY · Entity 5776 | PurchaseCommon Stock | 59,076 | $4.18 | $247,168.08 |
DisclosureSEC source: 0001437749-24-008285 · rdgdoc.xml · nonDerivative · entry 1 Clempson Graham · CIK 0001827089 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 63,851 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $4.15 to $4.22. Full information regarding the number of shares purchased at each separate price will be provided upon request. F3 · ownership.nature: These securities are held by Highwood Investing LLC. The Reporting Person may be deemed to beneficially own shares held directly by Highwood Investing LLC by virtue of his relationship with Highwood Investing LLC. Read SEC document |
| June 26, 2023 Filed Jun 27, 2023 20:08 UTC | Holley Inc. HLLY · Entity 5776 | PurchaseCommon Stock | 1,922 | $3.50 | $6,726.23 |
DisclosureSEC source: 0001437749-23-018618 · rdgdoc.xml · nonDerivative · entry 2 Clempson Graham · CIK 0001827089 · Director 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 4,775 F1 · kind: Adoption date of referenced 10b5-1(c) plan is: 03-13-2023. F2 · shares: These shares were purchased pursuant to a plan adopted by the Reporting Person and intended to comply with Rule 10b 5-1(c) under the Securities Exchange Act of 1934. F3 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $3.495 to $3.50. Full information regarding the number of shares purchased at each separate price will be provided upon request. F4 · ownership.nature: These securities are held by Highwood Investing LLC. The Reporting Person may be deemed to beneficially own shares held directly by Highwood Investing LLC by virtue of his relationship with Highwood Investing LLC. Read SEC document |
| June 23, 2023 Filed Jun 27, 2023 20:08 UTC | Holley Inc. HLLY · Entity 5776 | PurchaseCommon Stock | 300 | $3.49 | $1,047.00 |
DisclosureSEC source: 0001437749-23-018618 · rdgdoc.xml · nonDerivative · entry 1 Clempson Graham · CIK 0001827089 · Director 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 2,853 F1 · kind: Adoption date of referenced 10b5-1(c) plan is: 03-13-2023. F2 · shares: These shares were purchased pursuant to a plan adopted by the Reporting Person and intended to comply with Rule 10b 5-1(c) under the Securities Exchange Act of 1934. F4 · ownership.nature: These securities are held by Highwood Investing LLC. The Reporting Person may be deemed to beneficially own shares held directly by Highwood Investing LLC by virtue of his relationship with Highwood Investing LLC. Read SEC document |
| June 16, 2023 Filed Jun 21, 2023 12:31 UTC | Holley Inc. HLLY · Entity 5776 | PurchaseCommon Stock | 2,553 | $3.50 | $8,929.88 |
DisclosureSEC source: 0001437749-23-017919 · rdgdoc.xml · nonDerivative · entry 1 Clempson Graham · CIK 0001827089 · Director 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 2,553 F1 · kind: Adoption date of referenced 10b5-1(c) plan is: 03-13-2023 F2 · shares: These shares were purchased pursuant to a plan adopted by the Reporting Person and intended to comply with Rule 10b 5-1(c) under the Securities Exchange Act of 1934. F3 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $3.485 to $3.50. Full information regarding the number of shares purchased at each separate price will be provided upon request. F4 · ownership.nature: These securities are held by Highwood Investing LLC. The reporting person may be deemed to beneficially own shares held directly by Highwood Investing LLC by virtue of his relationship with Highwood Investing LLC. Read SEC document |
| February 06, 2023 Filed Feb 8, 2023 21:09 UTC | Holley Inc. HLLY · Entity 5776 | GrantCommon Stock | 24,854 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-23-002787 · rdgdoc.xml · nonDerivative · entry 1 Clempson Graham · CIK 0001827089 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,854 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 on February 6, 2024. 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.