Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
HYSTER-YALE, INC.
Report date July 03, 2023 · Filed July 06, 2023
Section 16 reporting ended · disclosed 2023-07-06. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust | 36,998 |
Reported balance
After 2023-07-03 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2023-07-03 · Grant · Acquired 292 · Balance 36,998 F1: Award-Shares of Class A Common Stock awarded to the Reporting Person as "Required Shares" under the company's Non-Employee Directors' Equity Compensation Plan. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust | 37,169 |
Reported balance
After 2023-07-03 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2023-07-03 · Grant · Acquired 171 · Balance 37,169 F2: Voluntary Award-Shares of Class A Common Stock awarded to the Reporting Person as "Voluntary Shares" under the company's Non-Employee Directors' Equity Compensation Plan. |
| Class B Common StockSEC Table II · derivative / convertible security | Direct | 5,812 |
Reported balance
Holding disclosure · report date 2023-07-03 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 5,812 F3: N/A |
Filing footnotes · ownership attribution and instrument terms
F1: Award-Shares of Class A Common Stock awarded to the Reporting Person as "Required Shares" under the company's Non-Employee Directors' Equity Compensation Plan.
F2: Voluntary Award-Shares of Class A Common Stock awarded to the Reporting Person as "Voluntary Shares" under the company's Non-Employee Directors' Equity Compensation Plan.
F3: N/A
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| January 03, 2017 Filed Jan 5, 2017 19:39 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GrantClass A Common Stock | 412 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-000981 · form4.xml · nonDerivative · entry 1 Wong Eugene · CIK 0001317976 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 14,998 F1 · kind: Award-Shares of Class A Common Stock awarded to the Reporting Person as "Required Shares" under the company's Non-Employee Directors' Equity Compensation Plan. Read SEC document |
| October 01, 2016 Filed Oct 4, 2016 18:17 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GrantClass A Common Stock | 305 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-063949 · form4.xml · nonDerivative · entry 2 Wong Eugene · CIK 0001317976 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 14,586 F2 · kind: Voluntary Award-Shares of Class A Common Stock awarded to the Reporting Person as "Voluntary Shares" under the company's Non-Employee Directors' Equity Compensation Plan. Read SEC document |
| October 01, 2016 Filed Oct 4, 2016 18:17 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GrantClass A Common Stock | 444 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-063949 · form4.xml · nonDerivative · entry 1 Wong Eugene · CIK 0001317976 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 14,281 F1 · kind: Award-Shares of Class A Common Stock awarded to the Reporting Person as "Required Shares" under the company's Non-Employee Directors' Equity Compensation Plan. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.