STOCK TITAN

Holley Inc. (HLLY) CEO has 56,800 shares withheld for tax on RSU vesting

(High)
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Holley Inc. insider activity: President and CEO Matthew Stevenson reported a code F transaction involving 56,800 shares of Holley Inc. common stock on August 12, 2026. These shares were automatically withheld upon the vesting of 144,344 restricted shares of common stock to cover required tax withholding, using a fair market value based on the August 12, 2026 closing price of $3.17 per share. Following this tax-withholding disposition, Stevenson directly holds 3,124,324 shares of Holley Inc. common stock.

Positive

  • None.

Negative

  • None.

Insights

Analyzing...

Insider Stevenson Matthew
Role President and CEO
Type Security Shares Price Value
Tax Withholding Common Stock F1, F2 56,800 $3.17 $180K
Holdings After Transaction: Common Stock — 3,124,324 shares (Direct)
Footnotes (2)
  1. F1. This amount represents shares automatically withheld upon the vesting of 144,344 restricted shares of common stock on August 12, 2026 to cover required tax withholding.
  2. F2. 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 August 12, 2026.
Shares withheld for tax 56,800 shares Shares automatically withheld on August 12, 2026 to cover required tax withholding
Restricted shares vested 144,344 shares Restricted shares of common stock vesting on August 12, 2026
Fair market value per share $3.17 per share Closing price of HLLY common stock on August 12, 2026 used to calculate withholding
Shares held after transaction 3,124,324 shares Directly owned Holley Inc. common shares following the tax-withholding disposition
restricted shares of common stock financial
"represents shares automatically withheld upon the vesting of 144,344 restricted shares of common stock"
Restricted shares of common stock are company shares that cannot be sold or transferred until specific conditions are met, such as a set time period, performance targets, or regulatory approvals; they are often granted to founders, employees or early investors. They matter to investors because when the restrictions lift those shares can enter the market and increase the supply, potentially diluting existing holders and changing the stock’s price, similar to a locked faucet being opened and more water joining the flow.
tax withholding financial
"withheld upon the vesting of 144,344 restricted shares of common stock ... to cover required tax withholding"
Tax withholding is the practice of taking a portion of a payment—such as wages, dividends, or sale proceeds—before it reaches the recipient and sending that portion to the tax authority as an advance on the recipient’s eventual tax bill. For investors it matters because withholding reduces immediate cash received and affects after‑tax returns, estimated tax payments, and whether you may owe more or receive a refund when taxes are finally calculated, like having a small automatic savings set aside for your tax bill.
fair market value financial
"The fair market value of HLLY common stock used for purposes of calculating the number of shares"
The price a willing buyer and a willing seller would agree on for an asset or security when neither is under pressure and both have access to the same information. Think of it as the market’s neutral estimate of what something is worth, like the price two neighbors would settle on for a car after comparing similar listings. Investors care because fair market value guides buying and selling decisions, tax reporting, portfolio valuation, and how accurately company assets are reflected in financial statements.

FAQ

What insider transaction did Holley Inc. (HLLY) report for Matthew Stevenson?

Holley Inc. reported that CEO Matthew Stevenson had 56,800 shares of common stock withheld on August 12, 2026 to cover tax withholding upon vesting of restricted shares.

Was the Holley Inc. (HLLY) CEO’s Form 4 transaction a market sale of shares?

No. The Form 4 states the 56,800 shares were automatically withheld to pay required tax withholding on vested restricted shares, not sold in an open-market transaction.

How many Holley Inc. (HLLY) restricted shares vested for the CEO on August 12, 2026?

The footnote explains that 144,344 restricted shares of common stock vested on August 12, 2026, triggering the automatic withholding of shares to satisfy related tax obligations.

What share price did Holley Inc. (HLLY) use to calculate withheld shares for the CEO?

The number of withheld shares was based on the closing price of $3.17 per share for Holley Inc. common stock as reported on August 12, 2026, treated as fair market value.

How many Holley Inc. (HLLY) shares does the CEO hold after the reported transaction?

After the tax-withholding disposition of 56,800 shares, the Form 4 reports that CEO Matthew Stevenson directly holds 3,124,324 shares of Holley Inc. common stock.

AI-generated analysis. How Rhea-AI works. Not financial advice.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google
Add on Google
Learn about SEC filing dates
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Stevenson Matthew

(Last)(First)(Middle)
1A BURTON HILLS BLVD, SUITE 240

(Street)
NASHVILLE TENNESSEE 37215

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
Holley Inc. [ HLLY ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
XOfficer (give title below)Other (specify below)
President and CEO
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
08/12/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock08/12/2026F56,800(1)D$3.17(2)3,124,324D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. This amount represents shares automatically withheld upon the vesting of 144,344 restricted shares of common stock on August 12, 2026 to cover required tax withholding.
2. 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 August 12, 2026.
Remarks:
Exhibit 24: Power of Attorney
/s/ Sarah Apple, Attorney-In-Fact for Matthew J. Stevenson08/14/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)