Holder evidence
50
SEC ownership of Holley Inc.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001822928.
Lead holder
David S. Lobel
13D/G signal
David S. Lobel
Latest evidence
16 May 2026
- CIK
- 0001822928
- Symbol
- HLLY, HLLY-WT on NYSE
- Location
- Nashville, TN
- SEC evidence mix
- 13D/G, 3/4/5, and 13F
- Lead holder
- David S. Lobel
- Latest large-stake holder
- David S. Lobel
- Latest evidence date
- 16 May 2026
Issuer identity
Ownership snapshot
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.
Lead holder
David S. Lobel
13D/G signal
David S. Lobel
Evidence rows
50
Latest as of
16 May 2026
13D/G
3/4/5
13F
Lead comparable stake: 20%
13D/G row: David S. Lobel
Showing 1-8 of 50 holder rows.
Rank 1 holder
David S. Lobel
13D/G
3/4/5
- Ownership
- 20%
- Position
- $99.36M
Rank 2 holder
Boston Partners
13D/G
13F
- Ownership
- 5.2%
- Position
- $26.1M
Rank 3 holder
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
13D/G
- Ownership
- 4.7%
- Position
- $11.88M
| 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
|
2.7%
|
$10,065,912
3,278,799 shares
|
— | 08 May 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 | 16,100,000 | $0 | $42,343,000 | -$42,343,000 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
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
Lead holder
Owen Basham
Net 12M change
-$42,343,000
Latest report
16 May 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Owen Basham | Director | $76,028,165 | Median | 08 May 2026 | ||
| James D. Coady | 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 |
Recent insider transactions for Holley Inc.
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Reported value | Reported 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 |
* indicates a reported price that failed the local validity check.