Key facts
- This page summarizes MidOcean Partners V, L.P.'s Form 4 filing for Holley Inc. (HLLY).
- 8 reported transactions and 0 derivative rows are listed below.
- Accepted by SEC: 28 Jun 2023, 20:11.
MidOcean Partners V, L.P. - 15 Jun 2023 Form 4 Insider Report for Holley Inc. (HLLY)
- Reporting relationship
- 10%+ Owner
- Issuer ticker
- HLLY
- Reported as of
- 15 Jun 2023
- Net transaction value
- +$14,344
- Reporting owner signature
- /s/ Andrew Spring, Managing Director of GP for MidOcean Partners V, L.P.
Source evidence
Original filing metadata and source links for verification.
3 source fields
Reporting owner
1 detail
Key filing fact
MidOcean Partners V, L.P. filed Form 4 for Holley Inc. (HLLY) on 28 Jun 2023.
Change
- No earlier filing in this sequence is available for direct comparison.
- Current net transaction value: +$14,344.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
HLLY
transaction
Common Stock
Small acquisition under Rule 16a-6
- Transaction value
- $346
- Shares
- +99
- Change %
- +0%
- Price
- $3.50
- Shares after
- 10,239,893
- Date
- 15 Jun 2023
- Ownership
- Direct
- Footnotes
- F1, F2, F3
HLLY
transaction
Common Stock
Small acquisition under Rule 16a-6
- Transaction value
- $3.5
- Shares
- +1
- Change %
- +0%
- Price
- $3.50
- Shares after
- 51,457
- Date
- 15 Jun 2023
- Ownership
- By MidOcean Partners V Executive, L.P.
- Footnotes
- F1, F2, F4
HLLY
transaction
Common Stock
Small acquisition under Rule 16a-6
- Transaction value
- $8,009
- Shares
- +2,289
- Change %
- +0.02%
- Price
- $3.50
- Shares after
- 10,242,182
- Date
- 16 Jun 2023
- Ownership
- Direct
- Footnotes
- F1, F2, F3, F5
HLLY
transaction
Common Stock
Small acquisition under Rule 16a-6
- Transaction value
- $38.49
- Shares
- +11
- Change %
- +0.02%
- Price
- $3.50
- Shares after
- 51,468
- Date
- 16 Jun 2023
- Ownership
- By MidOcean Partners V Executive, L.P.
- Footnotes
- F1, F2, F4, F5
HLLY
transaction
Common Stock
Small acquisition under Rule 16a-6
- Transaction value
- $343
- Shares
- +98
- Change %
- +0%
- Price
- $3.50
- Shares after
- 10,242,280
- Date
- 22 Jun 2023
- Ownership
- Direct
- Footnotes
- F1, F2, F3
HLLY
transaction
Common Stock
Small acquisition under Rule 16a-6
- Transaction value
- $3.5
- Shares
- +1
- Change %
- +0%
- Price
- $3.50
- Shares after
- 51,469
- Date
- 22 Jun 2023
- Ownership
- By MidOcean Partners V Executive, L.P.
- Footnotes
- F1, F2, F4
HLLY
transaction
Common Stock
Purchase
- Transaction value
- $5,572
- Shares
- +1,592
- Change %
- +0.02%
- Price
- $3.50
- Shares after
- 10,243,872
- Date
- 26 Jun 2023
- Ownership
- Direct
- Footnotes
- F1, F3
HLLY
transaction
Common Stock
Purchase
- Transaction value
- $28
- Shares
- +8
- Change %
- +0.02%
- Price
- $3.50
- Shares after
- 51,477
- Date
- 26 Jun 2023
- Ownership
- By MidOcean Partners V Executive, L.P.
- Footnotes
- F1, F4
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Rule 10b5-1 trading plan
These transactions were reported as open-market trades under a Rule 10b5-1 plan. The plan lets an insider set trading instructions in advance, which can reduce the risk of trading while in possession of material nonpublic information.
Original filing language: transaction made pursuant to a contract, instruction, or written plan intended to satisfy Rule 10b5-1(c).
Explanation of responses 5 footnotes
Footnote F1
This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted March 17, 2023.
Footnote F2
Reporting of this acquisition was deferred under Rule 16a-6(a) under the Securities Exchange Act of 1934, as amended (the "Exchange Act"); however, because of the purchase of shares by the Reporting Persons on June 26, 2023, the reporting of the acquisition is no longer deferred and is being reported on this Form 4 in accordance with Exchange Act Rule 16a-6(b).
Footnote F3
MidOcean Partners V, L.P. ("MidOcean Partners") is the record holder of the securities reported. The general partner of MidOcean Partners is MidOcean Associates V, L.P. ("MidOcean Associates"). The general partner of MidOcean Associates is Ultramar Capital, Ltd. ("Ultramar"), which is controlled by James Edward Virtue. Each of MidOcean Associates, Ultramar and Mr. Virtue disclaim beneficial ownership of the securities held of record by any other person except to the extent of their respective pecuniary interests therein.
Footnote F4
MidOcean Partners V Executive, L.P. ("MidOcean Executive") is the record holder of the securities reported. The general partner of MidOcean Executive is MidOcean Associates. The general partner of MidOcean Associates is Ultramar, which is controlled by Mr. Virtue. Each of MidOcean Associates, Ultramar and Mr. Virtue disclaim beneficial ownership of the securities held of record by any other person except to the extent of their respective pecuniary interests therein.
Footnote F5
This transaction was executed in multiple trades during the day at prices ranging from $3.49 to $3.50, inclusive. The weighted-average price is reported above. The Reporting Persons hereby undertake to provide upon request to the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected.