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 December 12, 2022 · Filed March 09, 2023 · Amendment
Section 16 reporting ended · disclosed 2023-03-09. Current position is not established by this disclosure.
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 53,404 |
Last balance in matching sequence
After 2023-02-09 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2022-12-12 · Other · Acquired 7,024 · Balance 47,007 F1: Reporting Person exchanged Class B shares he owned for Class A shares. Row 2 · 2023-02-09 · Exercise / conversion · Acquired 6,397 · Balance 53,404 F2: LTIP Award-Shares of Class A Common Stock awarded to the Reporting Person under the company's Long-Term Incentive Compensation Plan |
| Class B Common StockSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-12-12 transaction · row 3
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 3 · 2022-12-12 · Other · Disposed 7,024 · Balance 0 F3: N/A F1: Reporting Person exchanged Class B shares he owned for Class A shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Reporting Person exchanged Class B shares he owned for Class A shares.
F2: LTIP Award-Shares of Class A Common Stock awarded to the Reporting Person under the company's Long-Term Incentive 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 |
|---|---|---|---|---|---|---|
| February 09, 2023 Filed Feb 13, 2023 19:24 UTC | HYSTER-YALE, INC. HY · Entity 5370 | Exercise / conversionClass A Common Stock | 6,397 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-004801 · form4.xml · nonDerivative · entry 1 SCHILLING KENNETH C · CIK 0001247961 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,380 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: LTIP Award-Shares of Class A Common Stock awarded to the Reporting Person under the company's Long-Term Incentive Compensation Plan Read SEC document |
| February 09, 2023 Filed Mar 9, 2023 16:56 UTC Amendment | HYSTER-YALE, INC. HY · Entity 5370 | Exercise / conversionClass A Common Stock | 6,397 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-009540 · form4a.xml · nonDerivative · entry 2 SCHILLING KENNETH C · CIK 0001247961 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,404 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · kind: LTIP Award-Shares of Class A Common Stock awarded to the Reporting Person under the company's Long-Term Incentive Compensation Plan Read SEC document |
| December 12, 2022 Filed Mar 9, 2023 16:56 UTC Amendment | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass B Common Stock · Derivative | 7,024 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-009540 · form4a.xml · derivative · entry 3 SCHILLING KENNETH C · CIK 0001247961 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 7,024 shares Expires not disclosed F3 · derivative.exercise_price: N/A F1 · kind: Reporting Person exchanged Class B shares he owned for Class A shares. F3 · derivative.exercise_date: N/A F3 · derivative.expiration_date: N/A Read SEC document |
| December 12, 2022 Filed Mar 9, 2023 16:56 UTC Amendment | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 7,024 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-009540 · form4a.xml · nonDerivative · entry 1 SCHILLING KENNETH C · CIK 0001247961 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,007 F1 · kind: Reporting Person exchanged Class B shares he owned for Class A shares. Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 16:55 UTC | HYSTER-YALE, INC. HY · Entity 5370 | Exercise / conversionClass A Common Stock | 1,908 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-008200 · form4.xml · nonDerivative · entry 1 SCHILLING KENNETH C · CIK 0001247961 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,983 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: LTIP Award-Shares of Class A Common Stock awarded to the Reporting Person under the company's Long-Term Incentive Compensation Plan Read SEC document |
| February 18, 2020 Filed Feb 20, 2020 19:00 UTC | HYSTER-YALE, INC. HY · Entity 5370 | Exercise / conversionClass A Common Stock | 2,888 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-006629 · form4.xml · nonDerivative · entry 1 SCHILLING KENNETH C · CIK 0001247961 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,075 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: LTIP Award - Shares of Class A Common Stock awarded to the Reporting Person under the company's Long-Term Incentive Compensation Plan Read SEC document |
| February 19, 2019 Filed Feb 21, 2019 20:39 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GrantClass A Common Stock | 2,351 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-007489 · form4.xml · nonDerivative · entry 1 SCHILLING KENNETH C · CIK 0001247961 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,187 F1 · kind: LTIP Award-Shares of Class A Common Stock awarded to the Reporting Person under the company's Long-Term Incentive Compensation Plan Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 17:34 UTC | HYSTER-YALE, INC. HY · Entity 5370 | Tax withholdingClass A Common Stock | 34 | $79.66 | $2,708.27 |
DisclosureSEC source: 0001127602-18-008993 · form4.xml · nonDerivative · entry 2 SCHILLING KENNETH C · CIK 0001247961 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,836 F2 · kind: Cashless-Exercise-Award shares that Reporting Person surrendered to Company in order to satisfy his/her tax withholding obligations with respect to his/her LTIP Stock Award Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 17:34 UTC | HYSTER-YALE, INC. HY · Entity 5370 | Exercise / conversionClass A Common Stock | 2,686 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-008993 · form4.xml · nonDerivative · entry 1 SCHILLING KENNETH C · CIK 0001247961 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,870 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: LTIP Award-Shares of Class A Common Stock awarded to the Reporting Person under the company's Long-Term Incentive Compensation Plan Read SEC document |
| February 27, 2017 Filed Mar 1, 2017 20:27 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GrantClass A Common Stock | 1,682 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-009194 · form4.xml · nonDerivative · entry 1 SCHILLING KENNETH C · CIK 0001247961 · Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,211 F1 · kind: LTIP Award-Shares of Class A Common Stock awarded to the Reporting Person under the company's Long-Term Incentive Compensation Plan Read SEC document |
| February 27, 2017 Filed Mar 13, 2017 12:04 UTC Amendment | HYSTER-YALE, INC. HY · Entity 5370 | GrantClass A Common Stock | 1,655 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-011317 · form4a.xml · nonDerivative · entry 1 SCHILLING KENNETH C · CIK 0001247961 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,184 F1 · kind: LTIP Award-Shares of Class A Common Stock awarded to the Reporting Person under the company's Long-Term Incentive Compensation Plan F2 · shares: Original Form 4 included incorrect number of shares [awarded pursuant to the Company's Long-Term Incentive 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.