Key facts
- HLLY - Holley Inc. has 23 insiders with reported activity on this page.
- Net insider value flow over the last year: -$42,343,000.
- Recent transaction rows are available for direct filing-level review.
Issuer insider activity is sourced from SEC Forms 3, 4, and 5.
Net insider flow leans to selling over the last 12 months. Net value: -$42,343,000.
$0
Shares: 0
Insiders: 0
$42,343,000
Shares: 16,100,000
Insiders: 1
-$42,343,000
Shares: -16,100,000
Insiders: -1
| Window (months) | Buy shares | Sell shares | Buy $ | Sell $ | Net $ |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 16,100,000 | $0 | $42,343,000 | -$42,343,000 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| James D. Coady | Director | $76,028,165 | Median | 08 May 2026 | ||
| Owen Basham | Director | $76,028,165 | Median | 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 | $10,065,912 | Median | 08 May 2026 | ||
| Matthew E. Rubel | Director, Chairman of the Board | $3,527,364 | Median | 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 | Median | 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 | Median | 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 | Median | 08 May 2026 | ||
| Anita Sehgal | Director | $473,823 | Median | 08 May 2026 | ||
| Stephen Trussell | VP Finance | $442,566 | Mixed | 17 Nov 2023 | ||
| Jason Richard Bruce | VP Business Development | $428,011 | Mixed | 17 Nov 2023 | ||
| Dominic Bardos | Chief Financial Officer | $418,052 | Mixed | 15 Aug 2022 | ||
| Gina L. Bianchini | Director | $69,018 | Mixed | 23 Sep 2021 |
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| David S. Lobel |
13D/G
3/4/5
|
Director, 10%+ Owner |
20%
|
24,654,834
|
$99,358,981 | -$8,463,000 | 18 Sep 2025 | |
| Boston Partners |
13D/G
13F
|
Company |
5.2%
|
6,318,476
|
$26,095,306 | -$5,457,630 | 31 Dec 2025 | |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
13D/G
|
— |
4.7%
|
5,655,361
|
$11,876,258 | -$4,524,234 | 30 Jun 2025 | |
| James D. Coady |
3/4/5
|
Director |
21%
|
24,764,875
|
$76,028,165 | — | 08 May 2026 | |
| Owen Basham |
3/4/5
|
Director |
21%
|
24,764,875
|
$76,028,165 | — | 08 May 2026 | |
| Matthew J. Stevenson |
3/4/5
|
President and CEO, Director |
2.7%
|
3,278,799
|
$10,065,912 | — | 08 May 2026 | |
| Matthew E. Rubel |
3/4/5
|
Director, Chairman of the Board |
0.95%
|
1,148,979
|
$3,527,364 | — | 08 May 2026 | |
| Jesse Weaver |
3/4/5
|
Chief Financial Officer |
0.58%
|
694,152
|
$2,019,982 | — | 04 Mar 2026 | |
| Carly Kennedy |
3/4/5
|
EVP & General Counsel |
0.37%
|
448,271
|
$1,304,468 | — | 04 Mar 2026 | |
| Michelle J. Gloeckler |
3/4/5
|
Director |
0.27%
|
322,758
|
$990,867 | — | 08 May 2026 | |
| Graham Clempson |
3/4/5
|
Director |
0.2%
|
239,670
|
$735,786 | — | 08 May 2026 | |
| Ginger M. Jones |
3/4/5
|
Director |
0.15%
|
181,340
|
$556,713 | — | 08 May 2026 | |
| Anita Sehgal |
3/4/5
|
Director |
0.13%
|
154,340
|
$473,823 | — | 08 May 2026 | |
| Allspring Global Investments Holdings, LLC |
13F
|
Company |
8.1%
|
9,823,903
|
$30,748,817 | — | 31 Mar 2026 | |
| BlackRock, Inc. |
13F
|
Company |
4%
|
4,873,069
|
$14,960,322 | — | 31 Mar 2026 | |
| Blue Owl Capital Holdings LP |
13F
|
Company |
3.5%
|
4,236,888
|
$13,007,246 | — | 31 Mar 2026 | |
| WASATCH ADVISORS LP |
13F
|
Company |
3%
|
3,617,782
|
$11,106,591 | — | 31 Mar 2026 | |
| BAMCO INC /NY/ |
13F
|
Company |
2.7%
|
3,250,000
|
$9,977,500 | — | 31 Mar 2026 | |
| VANGUARD CAPITAL MANAGEMENT LLC |
13F
|
Company |
2.6%
|
3,124,442
|
$9,592,037 | — | 31 Mar 2026 | |
| CLEARLAKE CAPITAL GROUP, L.P. |
13F
|
Company |
2.3%
|
2,750,000
|
$8,442,500 | — | 31 Mar 2026 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
2%
|
2,447,266
|
$7,511,857 | — | 31 Mar 2026 | |
| Hillsdale Investment Management Inc. |
13F
|
Company |
1.6%
|
1,929,461
|
$5,923,445 | — | 31 Mar 2026 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
1.6%
|
1,882,366
|
$5,778,864 | — | 31 Mar 2026 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
1.5%
|
1,755,604
|
$5,389,702 | — | 31 Mar 2026 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP |
13F
|
Company |
1.4%
|
1,646,748
|
$5,055,516 | — | 31 Mar 2026 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.3%
|
1,549,486
|
$4,757,900 | — | 31 Mar 2026 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
1.1%
|
1,366,661
|
$4,195,649 | — | 31 Mar 2026 | |
| STATE STREET CORP |
13F
|
Company |
1.1%
|
1,365,641
|
$4,192,518 | — | 31 Mar 2026 | |
| MORGAN STANLEY |
13F
|
Company |
1.1%
|
1,327,293
|
$4,074,790 | — | 31 Mar 2026 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
1%
|
1,207,150
|
$3,705,950 | — | 31 Mar 2026 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
0.86%
|
1,036,003
|
$3,180,529 | — | 31 Mar 2026 | |
| Skylands Capital, LLC |
13F
|
Company |
0.82%
|
993,850
|
$3,051,120 | — | 31 Mar 2026 | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.8%
|
963,570
|
$2,958,160 | — | 31 Mar 2026 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.72%
|
873,100
|
$2,680,417 | — | 31 Mar 2026 | |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
13F
|
Company |
0.71%
|
856,586
|
$2,629,719 | — | 31 Mar 2026 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.7%
|
848,839
|
$2,605,935 | — | 31 Mar 2026 | |
| MARSHALL WACE, LLP |
13F
|
Company |
0.64%
|
767,708
|
$2,356,865 | — | 31 Mar 2026 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
0.63%
|
754,119
|
$2,315,145 | — | 31 Mar 2026 | |
| ALGERT GLOBAL LLC |
13F
|
Company |
0.59%
|
709,202
|
$2,177,000 | — | 31 Mar 2026 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.58%
|
694,893
|
$2,133,322 | — | 31 Mar 2026 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.47%
|
572,687
|
$1,706,608 | — | 31 Mar 2026 | |
| Empowered Funds, LLC |
13F
|
Company |
0.46%
|
556,270
|
$1,707,749 | — | 31 Mar 2026 | |
| Mink Brook Asset Management LLC |
13F
|
Company |
0.46%
|
551,738
|
$1,693,836 | — | 31 Mar 2026 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.45%
|
540,830
|
$1,660,349 | — | 31 Mar 2026 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.42%
|
507,051
|
$1,556,647 | — | 31 Mar 2026 | |
| First Eagle Investment Management, LLC |
13F
|
Company |
0.4%
|
480,797
|
$1,476,047 | — | 31 Mar 2026 | |
| SEI INVESTMENTS CO |
13F
|
Company |
0.4%
|
478,995
|
$1,470,517 | — | 31 Mar 2026 | |
| CenterBook Partners LP |
13F
|
Company |
0.39%
|
469,293
|
$1,440,730 | — | 31 Mar 2026 | |
| VANGUARD FIDUCIARY TRUST CO |
13F
|
Company |
0.32%
|
383,454
|
$1,177,204 | — | 31 Mar 2026 | |
| ADVISORY RESEARCH INC |
13F
|
Company |
0.27%
|
326,561
|
$1,002,542 | — | 31 Mar 2026 |
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | ||
| Matthew J. Stevenson | HLLY | Common Stock | Tax liability | -4.44% | -102,875 | 2,213,961 | 06 Jun 2025 | Direct |