Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Holley Inc.HLLY · Entity 5776 | Interm Chief Operating Officer | May 17, 2024 | May 20, 2024 |
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 17, 2024 · Filed May 20, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 207,040 |
Reported balance
After 2024-05-17 transaction · row 1
1 source rowRow 1 · 2024-05-17 · Tax withholding · Disposed 27,841 · Balance 207,040 F1: This amount represents shares automatically withheld upon the vesting of 86,059 restricted shares of common stock on May 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 May 17, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: This amount represents shares automatically withheld upon the vesting of 86,059 restricted shares of common stock on May 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 May 17, 2024.
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 17, 2024 Filed May 20, 2024 20:11 UTC | Holley Inc. HLLY · Entity 5776 | Tax withholdingCommon Stock | 27,841 | $3.85 | $107,187.85 |
DisclosureSEC source: 0001437749-24-017656 · rdgdoc.xml · nonDerivative · entry 1 APPELGATE BRIAN · CIK 0001953722 · Interm Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 207,040 F1 · shares: This amount represents shares automatically withheld upon the vesting of 86,059 restricted shares of common stock on May 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 May 17, 2024. Read SEC document |
| March 07, 2024 Filed Mar 8, 2024 21:40 UTC | Holley Inc. HLLY · Entity 5776 | Tax withholdingCommon Stock | 686 | $4.07 | $2,792.02 |
DisclosureSEC source: 0001437749-24-007186 · rdgdoc.xml · nonDerivative · entry 1 APPELGATE BRIAN · CIK 0001953722 · Interm Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 234,881 F1 · shares: This amount represents shares automatically withheld upon the vesting of 2,815 restricted shares of common stock on March 7, 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 7, 2024. Read SEC document |
| November 17, 2023 Filed Nov 21, 2023 21:04 UTC | Holley Inc. HLLY · Entity 5776 | Tax withholdingCommon Stock | 41,911 | $4.12 | $172,673.32 |
DisclosureSEC source: 0001437749-23-032751 · rdgdoc.xml · nonDerivative · entry 1 APPELGATE BRIAN · CIK 0001953722 · Interm Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 235,567 F1 · shares: This amount represents shares automatically withheld upon the vesting of 172,117 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 |
| July 16, 2023 Filed Jul 18, 2023 20:03 UTC | Holley Inc. HLLY · Entity 5776 | Tax withholdingCommon Stock | 1,643 | $5.44 | $8,937.92 |
DisclosureSEC source: 0001437749-23-020144 · rdgdoc.xml · nonDerivative · entry 1 APPELGATE BRIAN · CIK 0001953722 · Interm Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 277,478 F1 · shares: This amount represents shares automatically withheld upon the vesting of 6,667 restricted shares of common stock on July 16, 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 July 14, 2023. Read SEC document |
| March 13, 2023 Filed Mar 15, 2023 20:37 UTC | Holley Inc. HLLY · Entity 5776 | Tax withholdingCommon Stock | 835 | $2.25 | $1,878.75 |
DisclosureSEC source: 0001437749-23-006715 · rdgdoc.xml · nonDerivative · entry 1 APPELGATE BRIAN · CIK 0001953722 · Interm Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 279,121 F1 · shares: This amount represents shares automatically withheld to cover required tax withholdings upon the March 13, 2023 release of 2,815 restricted shares of common stock that vested on February 15, 2023. The number of shares to be withheld was determinable on March 13, 2023. 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 February 14, 2023. Read SEC document |
| November 17, 2022 Filed Nov 21, 2022 21:10 UTC | Holley Inc. HLLY · Entity 5776 | GrantCommon Stock | 258,176 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-027844 · rdgdoc.xml · nonDerivative · entry 1 APPELGATE BRIAN · CIK 0001953722 · Interm Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 279,956 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 installments with two thirds vesting on November 17, 2023 and one third vesting on May 17, 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.