Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Holley Inc.HLLY · Entity 5776 | EVP & General Counsel | March 04, 2026 | April 29, 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 March 04, 2026 · Filed April 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 448,271 |
Ending reported balance
After 2026-03-21 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2026-03-04 · Tax withholding · Disposed 7,647 · Balance 418,801 F1: This amount represents shares automatically withheld upon the vesting of 19,431 restricted shares of common stock on March 4, 2026, 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 March 4, 2026. Row 2 · 2026-03-08 · Tax withholding · Disposed 24,263 · Balance 394,538 F2: This amount represents shares automatically withheld upon the vesting of 61,656 restricted shares of common stock on March 8, 2026, 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 March 6, 2026. Row 3 · 2026-03-13 · Grant · Acquired 77,277 · Balance 471,815 F3: 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 March 13 of each of 2027, 2028, and 2029, subject to the reporting person's continuous employment through such date. Row 4 · 2026-03-21 · Grant · Acquired 3,240 · Balance 475,055 F4: This amount reflects additional shares issued upon the vesting of performance-based restricted stock units. The number of shares delivered was determined based on the Company's achievement of applicable performance metrics for fiscal year 2025, consisting of Revenue and EBITDA goals. The Company achieved a 110% payout for the relevant performance period, representing an additional 10% of shares above the target award. Row 5 · 2026-03-21 · Tax withholding · Disposed 26,784 · Balance 448,271 F5: This amount represents shares automatically withheld upon the vesting of 68,062 restricted shares of common stock on March 21, 2026, 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 March 20, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: This amount represents shares automatically withheld upon the vesting of 19,431 restricted shares of common stock on March 4, 2026, 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 March 4, 2026.
F2: This amount represents shares automatically withheld upon the vesting of 61,656 restricted shares of common stock on March 8, 2026, 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 March 6, 2026.
F3: 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 March 13 of each of 2027, 2028, and 2029, subject to the reporting person's continuous employment through such date.
F4: This amount reflects additional shares issued upon the vesting of performance-based restricted stock units. The number of shares delivered was determined based on the Company's achievement of applicable performance metrics for fiscal year 2025, consisting of Revenue and EBITDA goals. The Company achieved a 110% payout for the relevant performance period, representing an additional 10% of shares above the target award.
F5: This amount represents shares automatically withheld upon the vesting of 68,062 restricted shares of common stock on March 21, 2026, 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 March 20, 2026.
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 |
|---|---|---|---|---|---|---|
| March 21, 2026 Filed Apr 29, 2026 23:04 UTC | Holley Inc. HLLY · Entity 5776 | Tax withholdingCommon Stock | 26,784 | $2.72 | $72,852.48 |
DisclosureSEC source: 0001822928-26-000011 · wk-form4_1777503844.xml · nonDerivative · entry 5 Kennedy Carly · CIK 0001920979 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 448,271 F5 · shares: This amount represents shares automatically withheld upon the vesting of 68,062 restricted shares of common stock on March 21, 2026, 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 March 20, 2026. Read SEC document |
| March 21, 2026 Filed Apr 29, 2026 23:04 UTC | Holley Inc. HLLY · Entity 5776 | GrantCommon Stock | 3,240 | $0.00 | $0.00 |
DisclosureSEC source: 0001822928-26-000011 · wk-form4_1777503844.xml · nonDerivative · entry 4 Kennedy Carly · CIK 0001920979 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 475,055 F4 · shares: This amount reflects additional shares issued upon the vesting of performance-based restricted stock units. The number of shares delivered was determined based on the Company's achievement of applicable performance metrics for fiscal year 2025, consisting of Revenue and EBITDA goals. The Company achieved a 110% payout for the relevant performance period, representing an additional 10% of shares above the target award. Read SEC document |
| March 13, 2026 Filed Apr 29, 2026 23:04 UTC | Holley Inc. HLLY · Entity 5776 | GrantCommon Stock | 77,277 | $0.00 | $0.00 |
DisclosureSEC source: 0001822928-26-000011 · wk-form4_1777503844.xml · nonDerivative · entry 3 Kennedy Carly · CIK 0001920979 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 471,815 F3 · shares: 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 March 13 of each of 2027, 2028, and 2029, subject to the reporting person's continuous employment through such date. Read SEC document |
| March 08, 2026 Filed Apr 29, 2026 23:04 UTC | Holley Inc. HLLY · Entity 5776 | Tax withholdingCommon Stock | 24,263 | $3.36 | $81,523.68 |
DisclosureSEC source: 0001822928-26-000011 · wk-form4_1777503844.xml · nonDerivative · entry 2 Kennedy Carly · CIK 0001920979 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 394,538 F2 · shares: This amount represents shares automatically withheld upon the vesting of 61,656 restricted shares of common stock on March 8, 2026, 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 March 6, 2026. Read SEC document |
| March 04, 2026 Filed Apr 29, 2026 23:04 UTC | Holley Inc. HLLY · Entity 5776 | Tax withholdingCommon Stock | 7,647 | $3.46 | $26,458.62 |
DisclosureSEC source: 0001822928-26-000011 · wk-form4_1777503844.xml · nonDerivative · entry 1 Kennedy Carly · CIK 0001920979 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 418,801 F1 · shares: This amount represents shares automatically withheld upon the vesting of 19,431 restricted shares of common stock on March 4, 2026, 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 March 4, 2026. Read SEC document |
| August 12, 2025 Filed Aug 14, 2025 20:25 UTC | Holley Inc. HLLY · Entity 5776 | GrantCommon Stock | 123,724 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-040413 · wk-form4_1755203103.xml · nonDerivative · entry 1 Kennedy Carly · CIK 0001920979 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 426,448 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 August 12, 2026, 2027, and 2028, subject to the reporting person's continuous employment through such date. Read SEC document |
| May 06, 2025 Filed May 7, 2025 20:59 UTC | Holley Inc. HLLY · Entity 5776 | Tax withholdingCommon Stock | 1,696 | $2.07 | $3,510.72 |
DisclosureSEC source: 0001437749-25-015160 · rdgdoc.xml · nonDerivative · entry 1 Kennedy Carly · CIK 0001920979 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 302,724 F1 · kind: This amount represents shares automatically withheld upon the vesting of 4,308 restricted shares of common stock on May 6, 2025, 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 May 6, 2025. Read SEC document |
| March 21, 2025 Filed Mar 25, 2025 20:39 UTC | Holley Inc. HLLY · Entity 5776 | GrantCommon Stock | 97,233 | $2.53 | $245,999.49 |
DisclosureSEC source: 0001437749-25-009166 · rdgdoc.xml · nonDerivative · entry 1 Kennedy Carly · CIK 0001920979 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 304,420 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 March 21 of each of 2026, 2027, and 2028, subject to the reporting person's continuous employment through such date. Read SEC document |
| March 10, 2025 Filed Mar 11, 2025 21:30 UTC | Holley Inc. HLLY · Entity 5776 | GrantCommon Stock | 15,830 | $2.43 | $38,466.90 |
DisclosureSEC source: 0001437749-25-007072 · rdgdoc.xml · nonDerivative · entry 2 Kennedy Carly · CIK 0001920979 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 207,187 F2 · shares: Represents shares of common stock issued pursuant to the Issuer's 2021 Omnibus Incentive Plan as a result of the certification of the satisfaction of performance criteria established for the performance-based restricted stock units granted to the reporting person on March 8, 2024. Read SEC document |
| March 10, 2025 Filed Mar 11, 2025 21:30 UTC | Holley Inc. HLLY · Entity 5776 | Tax withholdingCommon Stock | 17,500 | $2.43 | $42,525.00 |
DisclosureSEC source: 0001437749-25-007072 · rdgdoc.xml · nonDerivative · entry 1 Kennedy Carly · CIK 0001920979 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 191,357 F1 · shares: This amount represents shares automatically withheld upon the vesting of 40,404 restricted shares of common stock on March 8, 2025, 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 March 8, 2025. Read SEC document |
| March 04, 2025 Filed Mar 6, 2025 22:54 UTC | Holley Inc. HLLY · Entity 5776 | Tax withholdingCommon Stock | 8,676 | $2.55 | $22,123.80 |
DisclosureSEC source: 0001437749-25-006498 · rdgdoc.xml · nonDerivative · entry 1 Kennedy Carly · CIK 0001920979 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 208,857 F1 · shares: This amount represents shares automatically withheld upon the vesting of 19,431 restricted shares of common stock on March 4, 2025, 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 March 4, 2025. Read SEC document |
| November 17, 2024 Filed Nov 19, 2024 21:03 UTC | Holley Inc. HLLY · Entity 5776 | Tax withholdingCommon Stock | 7,155 | $2.76 | $19,747.80 |
DisclosureSEC source: 0001437749-24-035731 · rdgdoc.xml · nonDerivative · entry 1 Kennedy Carly · CIK 0001920979 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 217,533 F1 · kind: This amount represents shares automatically withheld upon the vesting of 17,211 restricted shares of common stock on November 17, 2024, 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 November 17, 2024. Read SEC document |
| May 13, 2024 Filed May 15, 2024 20:14 UTC | Holley Inc. HLLY · Entity 5776 | Tax withholdingCommon Stock | 1,490 | $3.93 | $5,855.70 |
DisclosureSEC source: 0001437749-24-017060 · rdgdoc.xml · nonDerivative · entry 1 Kennedy Carly · CIK 0001920979 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 224,688 F1 · kind: This amount represents shares automatically withheld upon the vesting of 4,308 restricted shares of common stock on May 13, 2024, 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 May 13, 2024. Read SEC document |
| March 08, 2024 Filed Mar 12, 2024 20:04 UTC | Holley Inc. HLLY · Entity 5776 | Tax withholdingCommon Stock | 34,315 | $4.06 | $139,318.90 |
DisclosureSEC source: 0001437749-24-007448 · rdgdoc.xml · nonDerivative · entry 2 Kennedy Carly · CIK 0001920979 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 226,178 F2 · shares: This amount represents shares automatically withheld upon the vesting of 40,404 restricted stock units and 42,020 performance units on March 8, 2024, 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 March 8, 2024. Read SEC document |
| March 08, 2024 Filed Mar 12, 2024 20:04 UTC | Holley Inc. HLLY · Entity 5776 | GrantCommon Stock | 42,020 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-007448 · rdgdoc.xml · nonDerivative · entry 1 Kennedy Carly · CIK 0001920979 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 260,493 F1 · security: Represents shares of common stock issued pursuant to the Issuer's 2021 Omnibus Incentive Plan as a result of the certification of the satisfaction of performance criteria established for the performance-based restricted stock units granted to the reporting person on March 8, 2023. Read SEC document |
| March 04, 2024 Filed Mar 6, 2024 21:33 UTC | Holley Inc. HLLY · Entity 5776 | GrantCommon Stock | 58,294 | $4.22 | $246,000.68 |
DisclosureSEC source: 0001437749-24-006832 · rdgdoc.xml · nonDerivative · entry 1 Kennedy Carly · CIK 0001920979 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 218,473 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 March 4 of each of 2025, 2026, and 2027, subject to the reporting person's continuous employment through such date. Read SEC document |
| November 17, 2023 Filed Nov 21, 2023 21:10 UTC | Holley Inc. HLLY · Entity 5776 | Tax withholdingCommon Stock | 7,101 | $4.12 | $29,256.12 |
DisclosureSEC source: 0001437749-23-032761 · rdgdoc.xml · nonDerivative · entry 1 Kennedy Carly · CIK 0001920979 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 160,179 F1 · shares: This amount represents shares automatically withheld upon the vesting of 17,211 restricted shares of common stock on November 17, 2023, 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 November 17, 2023. Read SEC document |
| May 06, 2023 Filed May 9, 2023 20:12 UTC | Holley Inc. HLLY · Entity 5776 | Tax withholdingCommon Stock | 1,278 | $2.32 | $2,964.96 |
DisclosureSEC source: 0001437749-23-013302 · rdgdoc.xml · nonDerivative · entry 1 Kennedy Carly · CIK 0001920979 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 167,280 F1 · shares: This amount represents shares automatically withheld upon the vesting of 4,307 restricted shares of common stock on May 6, 2023, 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 May 5, 2023. Read SEC document |
| March 08, 2023 Filed Mar 10, 2023 12:14 UTC | Holley Inc. HLLY · Entity 5776 | GrantCommon Stock | 121,212 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-23-006075 · rdgdoc.xml · nonDerivative · entry 1 Kennedy Carly · CIK 0001920979 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,558 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 March 6 of each of 2024, 2025, and 2026, subject to the reporting person's continuous employment through such date. Read SEC document |
| November 17, 2022 Filed Nov 21, 2022 21:07 UTC | Holley Inc. HLLY · Entity 5776 | GrantCommon Stock | 34,423 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-027840 · rdgdoc.xml · nonDerivative · entry 1 Kennedy Carly · CIK 0001920979 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,346 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 November 17 of each of 2023 and 2024, subject to the reporting person's continuous employment through such date. Read SEC document |
| May 06, 2022 Filed May 9, 2022 14:18 UTC | Holley Inc. HLLY · Entity 5776 | GrantStock Option (Right to Buy) · Derivative | 33,953 | $0.00 Strike: $9.95 | $0.00 |
DisclosureSEC source: 0001209191-22-027712 · doc4.xml · derivative · entry 2 Kennedy Carly · CIK 0001920979 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,953 Underlying: Common Stock · 33,953 shares Expires 2032-05-06 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 May 6 of each of 2023, 2024, and 2025, subject to the reporting person's continuous employment through such date. Read SEC document |
| May 06, 2022 Filed May 9, 2022 14:18 UTC | Holley Inc. HLLY · Entity 5776 | GrantCommon Stock | 12,923 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-027712 · doc4.xml · nonDerivative · entry 1 Kennedy Carly · CIK 0001920979 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,923 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 May 6 of each of 2023, 2024 and 2025, subject to the reporting person's continuous employment through such date. 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.