organization · Reporting owner

Marital Trust, dated January 21, 1966, National City Bank & Beatrice Taplin, as Trustees, fbo Beatrice B. Taplin

Disclosed activity across 3 companies

Tapewire entity: 117062
SEC CIK: 0001558830

Reported relationships

Latest disclosed role at each company.

Company	Last reported as	Report date	Published
HYSTER-YALE, INC.HY · Entity 5370	Member of a group	December 31, 2022	February 10, 2023
Hamilton Beach Brands Holding CoHBB · Entity 5625	Member of a Group	June 03, 2022	June 06, 2022
NACCO INDUSTRIES INCNC · Entity 5896	Member of a Group	September 29, 2017	October 06, 2017

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.

HYSTER-YALE, INC.

Report date December 31, 2022 · Filed February 10, 2023

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Class A Common StockSEC Table I · non-derivative	Direct	150,242	Reported balance After 2022-09-26 transaction · row 1 1 source row Row 1 · 2022-09-26 · Gift · Acquired 50,000 · Balance 150,242

Hamilton Beach Brands Holding Co

Report date June 03, 2022 · Filed June 06, 2022

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Class A Common StockSEC Table I · non-derivative	Direct	80	Reported balance After 2022-06-03 transaction · row 1 1 source row Row 1 · 2022-06-03 · Other · Acquired 40 · Balance 80 F1: Class B shares were exchanged for Class A shares pursuant to the terms of the Stockholders' Agreement dated September 29, 2017, as amended. F2: N/A
Class B Common StockSEC Table II · derivative / convertible security	Direct	0	Reported balance After 2022-06-03 transaction · row 2 Instrument identity requires review; Table II rows are not merged. 1 source row Row 2 · 2022-06-03 · Other · Disposed 40 · Balance 0 F2: N/A F1: Class B shares were exchanged for Class A shares pursuant to the terms of the Stockholders' Agreement dated September 29, 2017, as amended.

Filing footnotes · ownership attribution and instrument terms

F1: Class B shares were exchanged for Class A shares pursuant to the terms of the Stockholders' Agreement dated September 29, 2017, as amended.

F2: N/A

NACCO INDUSTRIES INC

Report date September 29, 2017 · Filed October 06, 2017

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Class A Common StockSEC Table I · non-derivative	Direct	13,040	Reported balance Holding disclosure · report date 2017-09-29 · row 1 Holding and transaction disclosures are not merged. 1 source row Row 1 · Balance 13,040

Transaction history

JSON API

Purchases/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
September 26, 2022 Filed Feb 10, 2023 20:09 UTC	HYSTER-YALE, INC. HY · Entity 5370	GiftClass A Common Stock	50,000	$0.00	$0.00	Disclosure SEC source: 0001127602-23-004387 · form5.xml · nonDerivative · entry 1 Marital Trust, dated January 21, 1966, National City Bank & Beatrice Taplin, as Trustees, fbo Beatrice B. Taplin · CIK 0001558830 · Member of a group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,242 Read SEC document
June 03, 2022 Filed Jun 6, 2022 11:12 UTC	Hamilton Beach Brands Holding Co HBB · Entity 5625	OtherClass B Common Stock · Derivative	40	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-22-016809 · form4.xml · derivative · entry 2 Marital Trust, dated January 21, 1966, National City Bank & Beatrice Taplin, as Trustees, fbo Beatrice B. Taplin · CIK 0001558830 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 40 shares Expires not disclosed F2 · derivative.exercise_price: N/A F1 · kind: Class B shares were exchanged for Class A shares pursuant to the terms of the Stockholders' Agreement dated September 29, 2017, as amended. F2 · price: N/A F2 · derivative.exercise_date: N/A F2 · derivative.expiration_date: N/A Read SEC document
June 03, 2022 Filed Jun 6, 2022 11:12 UTC	Hamilton Beach Brands Holding Co HBB · Entity 5625	OtherClass A Common Stock	40	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-22-016809 · form4.xml · nonDerivative · entry 1 Marital Trust, dated January 21, 1966, National City Bank & Beatrice Taplin, as Trustees, fbo Beatrice B. Taplin · CIK 0001558830 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80 F1 · kind: Class B shares were exchanged for Class A shares pursuant to the terms of the Stockholders' Agreement dated September 29, 2017, as amended. F2 · price: N/A Read SEC document
December 15, 2021 Filed Dec 17, 2021 22:14 UTC	HYSTER-YALE, INC. HY · Entity 5370	OtherClass B Common Stock · Derivative	59,170	$0.00	$0.00	Disclosure SEC source: 0001127602-21-031430 · form4.xml · derivative · entry 2 Marital Trust, dated January 21, 1966, National City Bank & Beatrice Taplin, as Trustees, fbo Beatrice B. Taplin · CIK 0001558830 · Member of a group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 59,170 shares Expires not disclosed F2 · derivative.exercise_price: N/A F1 · kind: Class B shares were exchanged for Class A shares pursuant to the terms of the Stockholders' Agreement dated September 28, 2012, as amended. F2 · derivative.exercise_date: N/A F2 · derivative.expiration_date: N/A Read SEC document
December 15, 2021 Filed Dec 17, 2021 22:14 UTC	HYSTER-YALE, INC. HY · Entity 5370	OtherClass A Common Stock	59,170	$0.00	$0.00	Disclosure SEC source: 0001127602-21-031430 · form4.xml · nonDerivative · entry 1 Marital Trust, dated January 21, 1966, National City Bank & Beatrice Taplin, as Trustees, fbo Beatrice B. Taplin · CIK 0001558830 · Member of a group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,242 F1 · kind: Class B shares were exchanged for Class A shares pursuant to the terms of the Stockholders' Agreement dated September 28, 2012, as amended. Read SEC document
February 08, 2017 Filed Feb 13, 2018 15:43 UTC	HYSTER-YALE, INC. HY · Entity 5370	OtherClass B Common Stock · Derivative	32,920	$0.00	$0.00	Disclosure SEC source: 0001127602-18-005326 · form5.xml · derivative · entry 2 Marital Trust, dated January 21, 1966, National City Bank & Beatrice Taplin, as Trustees, fbo Beatrice B. Taplin · CIK 0001558830 · Member of a group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,170 Underlying: Class A Common Stock · 32,920 shares Expires not disclosed F2 · derivative.exercise_price: N/A F1 · kind: Shares transferred pursuant to the terms of the Beatrice Taplin 2011 GRAT F2 · derivative.exercise_date: N/A F2 · derivative.expiration_date: N/A Read SEC document
February 08, 2017 Filed Feb 13, 2018 15:43 UTC	HYSTER-YALE, INC. HY · Entity 5370	OtherClass A Common Stock	14,822	$0.00	$0.00	Disclosure SEC source: 0001127602-18-005326 · form5.xml · nonDerivative · entry 1 Marital Trust, dated January 21, 1966, National City Bank & Beatrice Taplin, as Trustees, fbo Beatrice B. Taplin · CIK 0001558830 · Member of a group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,072 F1 · kind: Shares transferred pursuant to the terms of the Beatrice Taplin 2011 GRAT 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.