What share price did Holley (HLLY) use to calculate the tax withholding?

Holley used a fair market value of $2.57 per share to calculate the tax withholding. This value was the closing price of Holley common stock on June 5, 2026, the last trading day before the 250,000 restricted shares vested.

Holley (HLLY) CEO has 97,675 shares withheld to cover tax obligations

Filing Impact

(High)

Filing Sentiment

(Neutral)

Form Type

Rhea-AI Filing Summary

Holley Inc. President and CEO Matthew Stevenson reported an automatic share withholding related to a stock award vesting. On June 6, 2026, 97,675 shares of common stock were withheld at a fair market value of $2.57 per share to cover required tax withholding upon the vesting of 250,000 restricted shares. After this tax-withholding disposition, Stevenson directly owned 3,181,124 shares of Holley common stock, indicating the event reflects compensation-related taxes rather than an open-market sale.

Insider Trade Summary

1 transaction reported

Mixed 1 txn

Insider Stevenson Matthew

Role President and CEO

Type	Security	Shares	Price	Value
Tax Withholding	Common Stock	97,675	$2.57	$251K

Holdings After Transaction: Common Stock — 3,181,124 shares (Direct, null)

Footnotes (1)

This amount represents shares automatically withheld upon the vesting of 250,000 restricted shares of common stock on June 6, 2026 to cover required tax withholding. 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 June 5, 2026, the last trading day prior to the vesting.

Key Figures

Shares withheld for taxes: 97,675 shares Fair market value per share: $2.57 per share Restricted shares vested: 250,000 shares +1 more

4 metrics

Shares withheld for taxes 97,675 shares Common stock withheld on June 6, 2026 for tax obligations

Fair market value per share $2.57 per share Closing price on June 5, 2026 used to calculate withholding

Restricted shares vested 250,000 shares Restricted common stock vested on June 6, 2026

Shares owned after transaction 3,181,124 shares Directly owned Holley common shares following tax withholding

Key Terms

restricted shares, tax withholding, fair market value

3 terms

restricted shares financial

"upon the vesting of 250,000 restricted shares of common stock on June 6, 2026"

Restricted shares are company stock that cannot be sold or transferred immediately because they are subject to legal or contractual limits, such as a required holding period or performance conditions. They matter to investors because these locked-up shares can affect a company’s available stock for trading, future dilution, and insider incentives—imagine a gift that can’t be cashed until certain conditions are met, which changes when and how much supply can suddenly enter the market.

tax withholding financial

"shares automatically withheld upon the vesting ... 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 to be withheld"

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.

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Form 4 Insider Transactions: What Each Field Means →

06/09/2026 - 07:56 PM

SEC Form 4

FORM 4

UNITED 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)

X	Director	10% Owner
X	Officer (give title below)	Other (specify below)
	President and CEO

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
06/06/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form 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)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Common Stock	06/06/2026		F		97,675⁽¹⁾	D	$2.57⁽²⁾	3,181,124	D

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)
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)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)

Explanation of Responses:

1. This amount represents shares automatically withheld upon the vesting of 250,000 restricted shares of common stock on June 6, 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 June 5, 2026, the last trading day prior to the vesting.

Remarks:

	/s/ Sarah Apple, Attorney-In-Fact for Matthew J. Stevenson	06/09/2026
	** Signature of Reporting Person	Date
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)

Source: View Original Filing on SEC EDGAR

FAQ

What did Holley (HLLY) CEO Matthew Stevenson report in this Form 4?

Holley CEO Matthew Stevenson reported an automatic tax-related share withholding. The company withheld 97,675 common shares to cover taxes when 250,000 restricted shares vested, leaving him with 3,181,124 directly owned shares after the transaction.

Was Holley (HLLY) CEO Matthew Stevenson’s Form 4 a market sale of shares?

No, the Form 4 reflects a tax-withholding disposition, not an open-market sale. Shares were automatically withheld by Holley when 250,000 restricted shares vested, using the stock’s June 5, 2026 closing price to determine the number withheld.

How many Holley (HLLY) shares were withheld for Matthew Stevenson’s taxes?

Holley withheld 97,675 common shares from Matthew Stevenson to cover tax obligations. This withholding occurred on June 6, 2026, when 250,000 restricted shares vested as part of his equity compensation package with the company.

How many Holley (HLLY) shares does Matthew Stevenson hold after this Form 4 event?

After the tax-withholding disposition, Matthew Stevenson directly holds 3,181,124 Holley common shares. This figure reflects his position after 97,675 shares were automatically withheld to satisfy tax obligations tied to the vesting of 250,000 restricted shares.

What triggered the tax-withholding disposition reported by Holley (HLLY)’s CEO?

The tax-withholding disposition was triggered by the vesting of 250,000 restricted shares of Holley common stock on June 6, 2026. To cover required tax withholding, 97,675 shares were automatically withheld based on the June 5, 2026 closing share price.