Comparable stake leader
David S. Lobel
SEC ownership of Holley Inc.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001822928.
Disclosed value leader
David S. Lobel
Comparable rows
50/50
Latest evidence
06 Jun 2026
- Public ticker
- HLLY, HLLY-WT on NYSE
- Parsed ownership sources
-
13D/G, 3/4/5, and 13F
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
David S. Lobel
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
50 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
David S. Lobel
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
06 Jun 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001822928
- Issuer location
- Nashville, TN
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of Holley Inc. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
David S. Lobel
Disclosed value leader
David S. Lobel
Comparable rows
50/50
Latest evidence
06 Jun 2026
13D/G
3/4/5
13F
Lead comparable stake: 20%
13D/G row: David S. Lobel
Showing 1-8 of 50 holder rows.
Quick read
David S. Lobel leads the comparable SEC ownership view at 20%.
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens David S. Lobel's linked filing trail.
Comparable ownership
Top 5
David S. Lobel
20%
Boston Partners
5.2%
KAYNE ANDERSON RUDNICK INVESTMENT...
4.7%
James D. Coady
21%
Owen Basham
21%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| David S. Lobel |
13D/G
3/4/5
Director, 10%+ Owner
|
20%
|
$99,358,981
24,654,834 shares
|
-$8,463,000 | 18 Sep 2025 |
| Boston Partners |
13D/G
13F
Company
|
5.2%
|
$26,095,306
6,318,476 shares
|
-$5,457,630 | 31 Dec 2025 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
13D/G
|
4.7%
|
$11,876,258
5,655,361 shares
|
-$4,524,234 | 30 Jun 2025 |
| James D. Coady |
3/4/5
Director
|
21%
|
$76,028,165
24,764,875 shares
|
— | 08 May 2026 |
| Owen Basham |
3/4/5
Director
|
21%
|
$76,028,165
24,764,875 shares
|
— | 08 May 2026 |
| Matthew J. Stevenson |
3/4/5
President and CEO, Director
|
2.6%
|
$9,766,050
3,181,124 shares
|
— | 06 Jun 2026 |
| Matthew E. Rubel |
3/4/5
Director, Chairman of the Board
|
0.95%
|
$3,527,364
1,148,979 shares
|
— | 08 May 2026 |
| Jesse Weaver |
3/4/5
Chief Financial Officer
|
0.58%
|
$2,019,982
694,152 shares
|
— | 04 Mar 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to selling over the last 12 months. Net value: -$42,343,000.
Buys
$0
Insiders: 0
Sells
$42,343,000
Insiders: 1
Net
-$42,343,000
Shares: -16,100,000
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 16,100,000
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 16,100,000 | $0 | $42,343,000 | -$42,343,000 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-20 of 24 reporting-owner rows connected to Holley Inc.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
24
Largest Forms 3/4/5 holder
Owen Basham
Net 12M change
-$42,343,000
Latest report
06 Jun 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Owen Basham | Director | $76,028,165 | Mixed | 08 May 2026 | ||
| James D. Coady | Director | $76,028,165 | Mixed | 08 May 2026 | ||
| David S. Lobel | Director, 10%+ Owner | $64,842,213 | -$42,343,000 | -40% | Filing P/S | 18 Sep 2025 |
| MidOcean Partners V, L.P. | 10%+ Owner | $41,798,087 | Mixed | 15 Jun 2023 | ||
| Empower Sponsor Holdings LLC | 10%+ Owner | $41,781,446 | Mixed | 05 Aug 2022 | ||
| Matthew J. Stevenson | President and CEO, Director | $9,766,050 | Mixed | 06 Jun 2026 | ||
| Matthew E. Rubel | Director, Chairman of the Board | $3,527,364 | Mixed | 08 May 2026 | ||
| Jesse Weaver | Chief Financial Officer | $2,019,982 | Mixed | 04 Mar 2026 | ||
| Carly Kennedy | EVP & General Counsel | $1,304,468 | Mixed | 04 Mar 2026 | ||
| Thomas W. Tomlinson | Chief Executive Officer, Director | $1,058,923 | Mixed | 16 Aug 2022 | ||
| Michelle J. Gloeckler | Director | $990,867 | Mixed | 08 May 2026 | ||
| Vinod Nimmagadda | EVP Corp. Dev & New Ventures | $816,032 | Mixed | 17 Nov 2023 | ||
| Brian Appelgate | Interm Chief Operating Officer | $797,104 | Mixed | 17 May 2024 | ||
| Sean Crawford | Chief Marketing Officer | $765,320 | Mixed | 17 Nov 2023 | ||
| Graham Clempson | Director | $735,786 | Mixed | 08 May 2026 | ||
| Terrill M. Rutledge | Chief Information Officer | $631,980 | Mixed | 17 Nov 2023 | ||
| Patrick Lee Pierce | Chief Human Resources Officer | $629,390 | Mixed | 17 Nov 2023 | ||
| Ginger M. Jones | Director | $556,713 | Mixed | 08 May 2026 | ||
| Anita Sehgal | Director | $473,823 | Mixed | 08 May 2026 | ||
| Stephen Trussell | VP Finance | $442,566 | Mixed | 17 Nov 2023 |
Recent insider transactions for Holley Inc.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Matthew J. Stevenson | HLLY | Common Stock | Tax liability | -2.98% | -97,675 | 3,181,124 | 06 Jun 2026 | Direct | ||
| Anita Sehgal | HLLY | Common Stock | Award | 26.9% | 32,710 | 154,340 | 08 May 2026 | Direct | ||
| Owen Basham | HLLY | Common Stock | Award | 42.3% | 32,710 | 110,041 | 08 May 2026 | Direct | ||
| James D. Coady | HLLY | Common Stock | Award | 42.3% | 32,710 | 110,041 | 08 May 2026 | Direct | ||
| Matthew E. Rubel | HLLY | Common Stock | Award | 15% | 32,710 | 250,854 | 08 May 2026 | Direct | ||
| Ginger M. Jones | HLLY | Common Stock | Award | 22% | 32,710 | 181,340 | 08 May 2026 | Direct | ||
| Michelle J. Gloeckler | HLLY | Common Stock | Award | 11.3% | 32,710 | 322,758 | 08 May 2026 | Direct | ||
| Graham Clempson | HLLY | Common Stock | Award | 32% | 32,710 | 134,895 | 08 May 2026 | Direct | ||
| Matthew J. Stevenson | HLLY | Common Stock | Award | 13% | 376,964 | 3,278,799 | 08 May 2026 | Direct | ||
| Carly Kennedy | HLLY | Common Stock | Tax liability | -5.64% | -26,784 | 448,271 | 21 Mar 2026 | Direct | ||
| Carly Kennedy | HLLY | Common Stock | Award | 0.69% | 3,240 | 475,055 | 21 Mar 2026 | Direct | ||
| Jesse Weaver | HLLY | Common Stock | Tax liability | -5.29% | -38,786 | 694,152 | 21 Mar 2026 | Direct | ||
| Jesse Weaver | HLLY | Common Stock | Award | 0.64% | 4,692 | 732,938 | 21 Mar 2026 | Direct | ||
| Carly Kennedy | HLLY | Common Stock | Award | 19.6% | 77,277 | 471,815 | 13 Mar 2026 | Direct | ||
| Jesse Weaver | HLLY | Common Stock | Award | 18.2% | 111,911 | 728,246 | 13 Mar 2026 | Direct | ||
| Carly Kennedy | HLLY | Common Stock | Tax liability | -5.79% | -24,263 | 394,538 | 08 Mar 2026 | Direct | ||
| Jesse Weaver | HLLY | Common Stock | Tax liability | -5.08% | -32,983 | 616,335 | 08 Mar 2026 | Direct | ||
| Carly Kennedy | HLLY | Common Stock | Tax liability | -1.79% | -7,647 | 418,801 | 04 Mar 2026 | Direct | ||
| Jesse Weaver | HLLY | Common Stock | Tax liability | -1.54% | -10,141 | 649,318 | 04 Mar 2026 | Direct | ||
| Matthew J. Stevenson | HLLY | Common Stock | Tax liability | -5.79% | -178,194 | 2,901,835 | 24 Dec 2025 | Direct | ||
| David S. Lobel | HLLY | Common Stock | Sale | -7.85% | $5,523,000 | $2.63 | -2,100,000 | 24,654,834 | 18 Sep 2025 | See footnotes |
| David S. Lobel | HLLY | Common Stock | Sale | -34.4% | $36,820,000 | $2.63 | -14,000,000 | 26,754,834 | 10 Sep 2025 | See footnotes |
| Carly Kennedy | HLLY | Common Stock | Award | 40.9% | 123,724 | 426,448 | 12 Aug 2025 | Direct | ||
| Jesse Weaver | HLLY | Common Stock | Award | 60.1% | 247,448 | 659,459 | 12 Aug 2025 | Direct | ||
| Matthew J. Stevenson | HLLY | Common Stock | Award | 39.1% | 866,068 | 3,080,029 | 12 Aug 2025 | Direct |
* marks a reported price that did not pass the local price check.