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 | December 07, 2022 | December 09, 2022 |
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 | IndirectShares held in Trust for which Reporting person is both Trustee and Beneficiary. | 0 |
Reported balance
After 2022-03-01 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2022-03-01 · Gift · Disposed 100,000 · Balance 0 |
| Class A Common StockSEC Table I · non-derivative | IndirectShares held in Trust for which Reporting person is both Trustee and Beneficiary. | 0 |
Reported balance
After 2022-09-26 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2022-09-26 · Gift · Disposed 64,000 · Balance 0 |
| Class A Common StockSEC Table I · non-derivative | IndirectShares held in Trust for which Reporting person is both Trustee and Beneficiary. | 0 |
Reported balance
After 2022-12-12 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2022-12-12 · Other · Disposed 117,384 · Balance 0 F2: Shares transferred from Reporting Person's trust to Corky LLC, a limited liability company of which the trust is a member, which is a mere change in form of ownership. |
| Class A Common StockSEC Table I · non-derivative | IndirectReporting Person serves as co-trustee of Trusts FBO grandchildren. | 150,242 |
Reported balance
After 2022-09-26 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2022-09-26 · Gift · Acquired 50,000 · Balance 150,242 F1: Reporting Person disclaims beneficial ownership of all such shares. |
| Class A Common StockSEC Table I · non-derivative | IndirectProportionate membership interest in shares held by Corky LLC | 117,384 |
Reported balance
After 2022-12-12 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2022-12-12 · Other · Acquired 117,384 · Balance 117,384 F2: Shares transferred from Reporting Person's trust to Corky LLC, a limited liability company of which the trust is a member, which is a mere change in form of ownership. |
Filing footnotes · ownership attribution and instrument terms
F1: Reporting Person disclaims beneficial ownership of all such shares.
F2: Shares transferred from Reporting Person's trust to Corky LLC, a limited liability company of which the trust is a member, which is a mere change in form of ownership.
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 | IndirectHeld by Trust for which Reporting Person is both Trustee and Beneficiary. | 174,832 |
Reported balance
After 2022-06-03 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2022-06-03 · Other · Acquired 102,780 · Balance 174,832 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 A Common StockSEC Table I · non-derivative | IndirectProportionate LLC interest in shares held by Abigail II, LLC | 69,820 |
Reported balance
After 2022-06-03 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2022-06-03 · Other · Acquired 34,910 · Balance 69,820 F3: Class A shares were exchanged for Class B shares pursuant to the terms of the Stockholders' Agreement dated September 29, 2017, as amended. F2: N/A |
| Class A Common StockSEC Table I · non-derivative | IndirectReporting Person serves as Co-Trustee of Trusts for the benefit of grandchildren. | 100,236 |
Reported balance
After 2022-06-03 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2022-06-03 · Other · Acquired 50,118 · Balance 100,236 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 F4: Reporting Person disclaims beneficial ownership of all such shares. |
| Class A Common StockSEC Table I · non-derivative | IndirectHeld by Trust for the benefit of Reporting Person dated 1/21/1966. | 80 |
Reported balance
After 2022-06-03 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 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 | IndirectHeld by Trust for which Reporting Person is both Trustee and Beneficiary. | 0 |
Reported balance
After 2022-06-03 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2022-06-03 · Other · Disposed 102,780 · 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. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectProportionate LLC interest in shares held by Abigail II, LLC | 0 |
Reported balance
After 2022-06-03 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2022-06-03 · Other · Disposed 34,910 · Balance 0 F2: N/A F3: Class A shares were exchanged for Class B shares pursuant to the terms of the Stockholders' Agreement dated September 29, 2017, as amended. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectReporting Person serves as co-trustee of Trusts for the benefit of grandchildren. | 0 |
Reported balance
After 2022-06-03 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2022-06-03 · Other · Disposed 50,118 · 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. F4: Reporting Person disclaims beneficial ownership of all such shares. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectHeld by Trust for the benefit of Reporting Person dated 1/21/1966. | 0 |
Reported balance
After 2022-06-03 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 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
F3: Class A shares were exchanged for Class B shares pursuant to the terms of the Stockholders' Agreement dated September 29, 2017, as amended.
F4: Reporting Person disclaims beneficial ownership of all such shares.
NACCO INDUSTRIES INC
Report date December 07, 2022 · Filed December 09, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectBy Marital Trust/PNC | 33,323 |
Reported balance
After 2022-12-07 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2022-12-07 · Other · Acquired 20,283 · Balance 33,323 F1: Reporting Person accepted shares to retire a personal loan. F2: Held by Trust, PNC Bank and Beatrice B. Taplin, Co-Trustees, for the benefit of Beatrice B. Taplin. |
| Class A Common StockSEC Table I · non-derivative | IndirectProportionate membership interest in shares held by Abigail II, LLC | 34,910 |
Reported balance
Holding disclosure · report date 2022-12-07 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 34,910 |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust | 53,924 |
Reported balance
Holding disclosure · report date 2022-12-07 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 53,924 F2: Held by Trust, PNC Bank and Beatrice B. Taplin, Co-Trustees, for the benefit of Beatrice B. Taplin. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust/GC#5 | 9,785 |
Reported balance
Holding disclosure · report date 2022-12-07 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 9,785 F3: Reporting Person serves as co-trustee with PNC Bank of Trusts for the benefit of Reporting Person's grandchildren. Reporting Person disclaims beneficial ownership of all such shares. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust/GC#4 | 9,785 |
Reported balance
Holding disclosure · report date 2022-12-07 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 9,785 F3: Reporting Person serves as co-trustee with PNC Bank of Trusts for the benefit of Reporting Person's grandchildren. Reporting Person disclaims beneficial ownership of all such shares. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust/GC#1 | 5,250 |
Reported balance
Holding disclosure · report date 2022-12-07 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 5,250 F3: Reporting Person serves as co-trustee with PNC Bank of Trusts for the benefit of Reporting Person's grandchildren. Reporting Person disclaims beneficial ownership of all such shares. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust/GC#2 | 12,649 |
Reported balance
Holding disclosure · report date 2022-12-07 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 12,649 F3: Reporting Person serves as co-trustee with PNC Bank of Trusts for the benefit of Reporting Person's grandchildren. Reporting Person disclaims beneficial ownership of all such shares. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust/GC#3 | 12,649 |
Reported balance
Holding disclosure · report date 2022-12-07 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 12,649 F3: Reporting Person serves as co-trustee with PNC Bank of Trusts for the benefit of Reporting Person's grandchildren. Reporting Person disclaims beneficial ownership of all such shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Reporting Person accepted shares to retire a personal loan.
F2: Held by Trust, PNC Bank and Beatrice B. Taplin, Co-Trustees, for the benefit of Beatrice B. Taplin.
F3: Reporting Person serves as co-trustee with PNC Bank of Trusts for the benefit of Reporting Person's grandchildren. Reporting Person disclaims beneficial ownership of all such shares.
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 |
|---|---|---|---|---|---|---|
| December 12, 2022 Filed Feb 10, 2023 20:34 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 117,384 | $28.27 | $3,318,445.68 |
DisclosureSEC source: 0001127602-23-004412 · form5.xml · nonDerivative · entry 5 TAPLIN BEATRICE B · CIK 0001247972 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate membership interest in shares held by Corky LLC Disclosed balance after: 117,384 F2 · kind: Shares transferred from Reporting Person's trust to Corky LLC, a limited liability company of which the trust is a member, which is a mere change in form of ownership. Read SEC document |
| December 12, 2022 Filed Feb 10, 2023 20:34 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 117,384 | $28.27 | $3,318,445.68 |
DisclosureSEC source: 0001127602-23-004412 · form5.xml · nonDerivative · entry 4 TAPLIN BEATRICE B · CIK 0001247972 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held in Trust for which Reporting person is both Trustee and Beneficiary. Disclosed balance after: 0 F2 · kind: Shares transferred from Reporting Person's trust to Corky LLC, a limited liability company of which the trust is a member, which is a mere change in form of ownership. Read SEC document |
| December 07, 2022 Filed Dec 9, 2022 17:44 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | OtherClass A Common Stock | 20,283 | $46.41 | $941,334.03 |
DisclosureSEC source: 0001127602-22-027139 · form4.xml · nonDerivative · entry 1 TAPLIN BEATRICE B · CIK 0001247972 · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · By Marital Trust/PNC Disclosed balance after: 33,323 F1 · kind: Reporting Person accepted shares to retire a personal loan. F2 · ownership.nature: Held by Trust, PNC Bank and Beatrice B. Taplin, Co-Trustees, for the benefit of Beatrice B. Taplin. Read SEC document |
| September 26, 2022 Filed Feb 10, 2023 20:34 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-004412 · form5.xml · nonDerivative · entry 3 TAPLIN BEATRICE B · CIK 0001247972 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Reporting Person serves as co-trustee of Trusts FBO grandchildren. Disclosed balance after: 150,242 F1 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| September 26, 2022 Filed Feb 10, 2023 20:34 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 64,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-004412 · form5.xml · nonDerivative · entry 2 TAPLIN BEATRICE B · CIK 0001247972 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held in Trust for which Reporting person is both Trustee and Beneficiary. Disclosed balance after: 0 Read SEC document |
| June 03, 2022 Filed Jun 6, 2022 11:45 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass B Common Stock · Derivative | 40 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016839 · form4.xml · derivative · entry 8 TAPLIN BEATRICE B · CIK 0001247972 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Trust for the benefit of Reporting Person dated 1/21/1966. 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 11:45 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass B Common Stock · Derivative | 50,118 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016839 · form4.xml · derivative · entry 7 TAPLIN BEATRICE B · CIK 0001247972 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Reporting Person serves as co-trustee of Trusts for the benefit of grandchildren. Disclosed balance after: 0 Underlying: Class A Common Stock · 50,118 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 F4 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| June 03, 2022 Filed Jun 6, 2022 11:45 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass B Common Stock · Derivative | 34,910 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016839 · form4.xml · derivative · entry 6 TAPLIN BEATRICE B · CIK 0001247972 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate LLC interest in shares held by Abigail II, LLC Disclosed balance after: 0 Underlying: Class A Common Stock · 34,910 shares Expires not disclosed F2 · derivative.exercise_price: N/A F3 · kind: Class A shares were exchanged for Class B 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 11:45 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass B Common Stock · Derivative | 102,780 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016839 · form4.xml · derivative · entry 5 TAPLIN BEATRICE B · CIK 0001247972 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Trust for which Reporting Person is both Trustee and Beneficiary. Disclosed balance after: 0 Underlying: Class A Common Stock · 102,780 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 11:45 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass A Common Stock | 40 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016839 · form4.xml · nonDerivative · entry 4 TAPLIN BEATRICE B · CIK 0001247972 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Trust for the benefit of Reporting Person dated 1/21/1966. 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 |
| June 03, 2022 Filed Jun 6, 2022 11:45 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass A Common Stock | 50,118 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016839 · form4.xml · nonDerivative · entry 3 TAPLIN BEATRICE B · CIK 0001247972 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Reporting Person serves as Co-Trustee of Trusts for the benefit of grandchildren. Disclosed balance after: 100,236 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 F4 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| June 03, 2022 Filed Jun 6, 2022 11:45 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass A Common Stock | 34,910 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016839 · form4.xml · nonDerivative · entry 2 TAPLIN BEATRICE B · CIK 0001247972 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate LLC interest in shares held by Abigail II, LLC Disclosed balance after: 69,820 F3 · kind: Class A shares were exchanged for Class B shares pursuant to the terms of the Stockholders' Agreement dated September 29, 2017, as amended. F2 · price: N/A Read SEC document |
| June 03, 2022 Filed Jun 6, 2022 11:45 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass A Common Stock | 102,780 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016839 · form4.xml · nonDerivative · entry 1 TAPLIN BEATRICE B · CIK 0001247972 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Trust for which Reporting Person is both Trustee and Beneficiary. Disclosed balance after: 174,832 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 |
| March 01, 2022 Filed Feb 10, 2023 20:34 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-004412 · form5.xml · nonDerivative · entry 1 TAPLIN BEATRICE B · CIK 0001247972 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held in Trust for which Reporting person is both Trustee and Beneficiary. Disclosed balance after: 0 Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 22:16 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass B Common Stock · Derivative | 59,170 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031431 · form4.xml · derivative · entry 6 TAPLIN BEATRICE B · CIK 0001247972 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Reporting Person serves as co-trustee of Trusts FBO grandchildren. Disclosed balance after: 0 Underlying: Class A Common Stock · 59,170 shares Expires not disclosed F3 · 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. F3 · derivative.exercise_date: N/A F3 · derivative.expiration_date: N/A F2 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 22:16 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass B Common Stock · Derivative | 199,459 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031431 · form4.xml · derivative · entry 5 TAPLIN BEATRICE B · CIK 0001247972 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held in Trust for which Reporting person is both Trustee and Beneficiary. Disclosed balance after: 0 Underlying: Class A Common Stock · 199,459 shares Expires not disclosed F3 · 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. F3 · derivative.exercise_date: N/A F3 · derivative.expiration_date: N/A Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 22:16 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 59,170 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031431 · form4.xml · nonDerivative · entry 3 TAPLIN BEATRICE B · CIK 0001247972 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Reporting Person serves as co-trustee of Trusts FBO grandchildren. 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. F2 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 22:16 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 199,459 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031431 · form4.xml · nonDerivative · entry 2 TAPLIN BEATRICE B · CIK 0001247972 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held in Trust for which Reporting person is both Trustee and Beneficiary. Disclosed balance after: 199,459 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 |
| December 13, 2021 Filed Feb 11, 2022 19:37 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 81,925 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-004505 · form5.xml · nonDerivative · entry 2 TAPLIN BEATRICE B · CIK 0001247972 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held in trust: 2019 Taplin Annuity Trust #4 Disclosed balance after: 0 F1 · kind: Shares transferred pursuant to the terms of the 2019 Taplin Annuity Trust Read SEC document |
| December 13, 2021 Filed Feb 11, 2022 19:37 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 81,925 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-004505 · form5.xml · nonDerivative · entry 1 TAPLIN BEATRICE B · CIK 0001247972 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held in Trust for which Reporting person is both Trustee and Beneficiary. Disclosed balance after: 281,384 F1 · kind: Shares transferred pursuant to the terms of the 2019 Taplin Annuity Trust Read SEC document |
| December 10, 2021 Filed Dec 14, 2021 21:00 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | OtherClass B Common Stock · Derivative | 27,310 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001127602-21-030921 · form4.xml · derivative · entry 9 TAPLIN BEATRICE B · CIK 0001247972 · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 0 Underlying: Class A Common Stock · 27,310 shares Expires not disclosed F1 · kind: Class B shares were exchanged for Class A shares pursuant to the terms of the Amended and Restated Stockholders' Agreement dated September 29, 2017 (as amended). F2 · price: N/A F2 · derivative.exercise_date: N/A F2 · derivative.expiration_date: N/A F3 · ownership.nature: Held by Trust, PNC Bank and Beatrice B. Taplin, Co-Trustees, for the benefit of Beatrice B. Taplin. Read SEC document |
| December 10, 2021 Filed Dec 14, 2021 21:00 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | OtherClass A Common Stock | 27,310 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-030921 · form4.xml · nonDerivative · entry 1 TAPLIN BEATRICE B · CIK 0001247972 · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 53,924 F1 · kind: Class B shares were exchanged for Class A shares pursuant to the terms of the Amended and Restated Stockholders' Agreement dated September 29, 2017 (as amended). F2 · price: N/A F3 · ownership.nature: Held by Trust, PNC Bank and Beatrice B. Taplin, Co-Trustees, for the benefit of Beatrice B. Taplin. Read SEC document |
| December 02, 2021 Filed Feb 11, 2022 19:37 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 149,090 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-004505 · form5.xml · nonDerivative · entry 5 TAPLIN BEATRICE B · CIK 0001247972 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held in Trust for which Reporting person is both Trustee and Beneficiary. Disclosed balance after: 281,384 Read SEC document |
| December 02, 2021 Filed Feb 11, 2022 19:37 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 24,090 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-004505 · form5.xml · nonDerivative · entry 4 TAPLIN BEATRICE B · CIK 0001247972 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Trust FBO of Reporting Person dated 1/21/1966. Disclosed balance after: 0 Read SEC document |
| September 21, 2021 Filed Dec 17, 2021 22:16 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass B Common Stock · Derivative | 174,140 | $52.82 | $9,198,074.80 |
DisclosureSEC source: 0001127602-21-031431 · form4.xml · derivative · entry 4 TAPLIN BEATRICE B · CIK 0001247972 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Trust FBO of Reporting Person dated 1/21/1966. Disclosed balance after: 0 Underlying: Class A Common Stock · 174,140 shares Expires not disclosed F3 · derivative.exercise_price: N/A F3 · derivative.exercise_date: N/A F3 · derivative.expiration_date: N/A Read SEC document |
| February 22, 2021 Filed Feb 11, 2022 19:37 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 15,877 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-004505 · form5.xml · nonDerivative · entry 6 TAPLIN BEATRICE B · CIK 0001247972 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Trust FBO of Reporting Person dated 1/21/1966. Disclosed balance after: 0 Read SEC document |
| February 22, 2021 Filed Feb 11, 2022 19:37 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-004505 · form5.xml · nonDerivative · entry 3 TAPLIN BEATRICE B · CIK 0001247972 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held in Trust for which Reporting person is both Trustee and Beneficiary. Disclosed balance after: 281,384 Read SEC document |
| January 21, 2021 Filed Dec 17, 2021 22:16 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 14,248 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031431 · form4.xml · nonDerivative · entry 1 TAPLIN BEATRICE B · CIK 0001247972 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Trust FBO of Reporting Person dated 1/21/1966. Disclosed balance after: 119,344 Read SEC document |
| December 07, 2020 Filed Feb 11, 2021 01:46 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass B Common Stock · Derivative | 220,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-005068 · form5.xml · derivative · entry 5 TAPLIN BEATRICE B · CIK 0001247972 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Trust FBO of Reporting Person dated 1/21/1966. Disclosed balance after: 174,140 Underlying: Class A Common Stock · 220,000 shares Expires not disclosed F2 · derivative.exercise_price: N/A F2 · derivative.exercise_date: N/A F2 · derivative.expiration_date: N/A Read SEC document |
| December 04, 2020 Filed Feb 11, 2021 01:46 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 93,625 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-005068 · form5.xml · nonDerivative · entry 2 TAPLIN BEATRICE B · CIK 0001247972 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Trust FBO of Reporting Person dated 1/21/1966. Disclosed balance after: 133,592 Read SEC document |
| December 04, 2020 Filed Feb 11, 2021 01:46 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 93,625 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-005068 · form5.xml · nonDerivative · entry 1 TAPLIN BEATRICE B · CIK 0001247972 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held in trust: 2019 Taplin Annuity Trust #4 Disclosed balance after: 81,925 Read SEC document |
| December 04, 2020 Filed Feb 11, 2022 16:22 UTC Amendment | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 72,713 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-004422 · form5a.xml · nonDerivative · entry 4 TAPLIN BEATRICE B · CIK 0001247972 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held in Trust for which Reporting person is both Trustee and Beneficiary. Disclosed balance after: 166,338 F2 · kind: Transaction was inadvertently omitted from previous filing. Read SEC document |
| December 04, 2020 Filed Feb 11, 2022 16:22 UTC Amendment | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 72,713 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-004422 · form5a.xml · nonDerivative · entry 3 TAPLIN BEATRICE B · CIK 0001247972 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held in Trust: 2018 Taplin Annuity Trust #3 Disclosed balance after: 0 F2 · kind: Transaction was inadvertently omitted from previous filing. Read SEC document |
| December 04, 2020 Filed Feb 11, 2022 16:22 UTC Amendment | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 93,625 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-004422 · form5a.xml · nonDerivative · entry 2 TAPLIN BEATRICE B · CIK 0001247972 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held in Trust for which Reporting person is both Trustee and Beneficiary. Disclosed balance after: 166,338 F1 · kind: Transaction was inadvertently placed in wrong holding on previous filing. Read SEC document |
| December 04, 2020 Filed Feb 11, 2022 16:22 UTC Amendment | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 93,625 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-004422 · form5a.xml · nonDerivative · entry 1 TAPLIN BEATRICE B · CIK 0001247972 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held in trust: 2019 Taplin Annuity Trust #4 Disclosed balance after: 81,925 Read SEC document |
| November 12, 2020 Filed Nov 16, 2020 16:48 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 39,967 | $48.76 | $1,948,790.92 |
DisclosureSEC source: 0001127602-20-029073 · form4.xml · nonDerivative · entry 1 TAPLIN BEATRICE B · CIK 0001247972 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Trust FBO of Reporting Person dated 1/21/1966. Disclosed balance after: 39,967 F1 · kind: Reporting Person accepted shares to retire a personal loan. Read SEC document |
| November 11, 2020 Filed Nov 13, 2020 21:39 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | SaleClass A Common Stock | 154,845 | $16.52 | $2,557,466.47 |
DisclosureSEC source: 0001127602-20-028996 · form4.xml · nonDerivative · entry 2 TAPLIN BEATRICE B · CIK 0001247972 · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate membership interest in shares held by Abigail II, LLC Disclosed balance after: 34,910 F2 · kind: The shares conveyed in this transaction are part of a group of shares conveyed in exchange for a promissory note in the principal amount of $6,822,339 plus interest which will accrue at a rate of 0.39% per annum, the principal amount of which indebtedness will be due and owing on November 11, 2028 and the accrued interest will be due and owing annually during the term. Read SEC document |
| November 11, 2020 Filed Nov 13, 2020 21:39 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | SaleClass A Common Stock | 154,845 | $16.52 | $2,557,466.47 |
DisclosureSEC source: 0001127602-20-028996 · form4.xml · nonDerivative · entry 1 TAPLIN BEATRICE B · CIK 0001247972 · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate membership interest in shares held by Abigail II, LLC Disclosed balance after: 189,755 F1 · kind: The shares conveyed in this transaction are part of a group of shares conveyed in exchange for a promissory note in the principal amount of $6,822,339 plus interest which will accrue at a rate of 0.39% per annum, the principal amount of which indebtedness will be due and owing on November 11, 2028 and the accrued interest will be due and owing annually during the term. Read SEC document |
| November 11, 2020 Filed Nov 13, 2020 21:16 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | SaleClass B Common Stock · Derivative | 154,845 | $13.77 | $2,132,370.50 |
DisclosureSEC source: 0001127602-20-028981 · form4.xml · derivative · entry 9 TAPLIN BEATRICE B · CIK 0001247972 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate LLC interest in shares held by Abigail II, LLC Disclosed balance after: 34,910 Underlying: Class A Common Stock · 154,845 shares Expires not disclosed F3 · derivative.exercise_price: N/A F1 · price: The shares conveyed in this transaction are part of a group of shares conveyed in exchange for a promissory note in the principal amount of $6,822,339 plus interest which will accrue at a rate of 0.39% per annum, the principal amount of which indebtedness will be due and owing on November 11, 2028 and the accrued interest will be due and owing annually during the term. F3 · derivative.exercise_date: N/A F3 · derivative.expiration_date: N/A Read SEC document |
| November 11, 2020 Filed Nov 13, 2020 21:16 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | SaleClass B Common Stock · Derivative | 154,845 | $13.77 | $2,132,370.50 |
DisclosureSEC source: 0001127602-20-028981 · form4.xml · derivative · entry 8 TAPLIN BEATRICE B · CIK 0001247972 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate LLC interest in shares held by Abigail II, LLC Disclosed balance after: 189,755 Underlying: Class A Common Stock · 154,845 shares Expires not disclosed F3 · derivative.exercise_price: N/A F1 · price: The shares conveyed in this transaction are part of a group of shares conveyed in exchange for a promissory note in the principal amount of $6,822,339 plus interest which will accrue at a rate of 0.39% per annum, the principal amount of which indebtedness will be due and owing on November 11, 2028 and the accrued interest will be due and owing annually during the term. F3 · derivative.exercise_date: N/A F3 · derivative.expiration_date: N/A Read SEC document |
| November 11, 2020 Filed Nov 13, 2020 21:16 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | SaleClass A Common Stock | 154,845 | $13.77 | $2,132,370.50 |
DisclosureSEC source: 0001127602-20-028981 · form4.xml · nonDerivative · entry 2 TAPLIN BEATRICE B · CIK 0001247972 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate LLC interest in shares held by Abigail II, LLC Disclosed balance after: 34,910 F1 · price: The shares conveyed in this transaction are part of a group of shares conveyed in exchange for a promissory note in the principal amount of $6,822,339 plus interest which will accrue at a rate of 0.39% per annum, the principal amount of which indebtedness will be due and owing on November 11, 2028 and the accrued interest will be due and owing annually during the term. Read SEC document |
| November 11, 2020 Filed Nov 13, 2020 21:16 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | SaleClass A Common Stock | 154,845 | $13.77 | $2,132,370.50 |
DisclosureSEC source: 0001127602-20-028981 · form4.xml · nonDerivative · entry 1 TAPLIN BEATRICE B · CIK 0001247972 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate LLC interest in shares held by Abigail II, LLC Disclosed balance after: 189,755 F1 · price: The shares conveyed in this transaction are part of a group of shares conveyed in exchange for a promissory note in the principal amount of $6,822,339 plus interest which will accrue at a rate of 0.39% per annum, the principal amount of which indebtedness will be due and owing on November 11, 2028 and the accrued interest will be due and owing annually during the term. Read SEC document |
| November 09, 2020 Filed Nov 12, 2020 21:21 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass B Common Stock · Derivative | 19,076 | $52.42 | $999,963.92 |
DisclosureSEC source: 0001127602-20-028788 · form4.xml · derivative · entry 4 TAPLIN BEATRICE B · CIK 0001247972 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held in Trust for which Reporting person is both Trustee and Beneficiary. Disclosed balance after: 133,459 Underlying: Class A Common Stock · 19,076 shares Expires not disclosed F2 · derivative.exercise_price: N/A F3 · kind: Reporting Person accepted shares to retire a personal loan. F2 · derivative.exercise_date: N/A F2 · derivative.expiration_date: N/A Read SEC document |
| April 30, 2020 Filed Jun 4, 2020 18:05 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass B Common Stock · Derivative | 39,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-018783 · form4.xml · derivative · entry 6 TAPLIN BEATRICE B · CIK 0001247972 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Trust FBO of Reporting Person dated 1/21/1966. Disclosed balance after: 394,140 Underlying: Class A Common Stock · 39,000 shares Expires not disclosed F3 · derivative.exercise_price: N/A F3 · derivative.exercise_date: N/A F3 · derivative.expiration_date: N/A Read SEC document |
| December 19, 2019 Filed Feb 14, 2020 18:42 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GiftClass A Common Stock | 20,492 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-005549 · form5.xml · nonDerivative · entry 1 TAPLIN BEATRICE B · CIK 0001247972 · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · BBT/Wells Fargo Trust Disclosed balance after: 26,614 F1 · price: N/A F2 · ownership.nature: Held by Trust, National City Bank and Beatrice B. Taplin, Co-Trustees, for the benefit of Beatrice B. Taplin. Read SEC document |
| November 26, 2019 Filed Jun 4, 2020 18:05 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-018783 · form4.xml · nonDerivative · entry 4 TAPLIN BEATRICE B · CIK 0001247972 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held in trust: 2019 Taplin Annuity Trust #4 Disclosed balance after: 175,550 F1 · shares: Shares transferred pursuant to the terms of the 2018 Taplin Annuity Trust Read SEC document |
| November 26, 2019 Filed Jun 4, 2020 18:05 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-018783 · form4.xml · nonDerivative · entry 3 TAPLIN BEATRICE B · CIK 0001247972 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held in Trust: 2018 Taplin Annuity Trust #3 Disclosed balance after: 72,713 F1 · shares: Shares transferred pursuant to the terms of the 2018 Taplin Annuity Trust Read SEC document |
| November 25, 2019 Filed Jun 4, 2020 18:05 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 175,450 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-018783 · form4.xml · nonDerivative · entry 2 TAPLIN BEATRICE B · CIK 0001247972 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held in trust: 2019 Taplin Annuity Trust #4 Disclosed balance after: 175,450 F1 · shares: Shares transferred pursuant to the terms of the 2018 Taplin Annuity Trust Read SEC document |
| November 25, 2019 Filed Jun 4, 2020 18:05 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 175,450 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-018783 · form4.xml · nonDerivative · entry 1 TAPLIN BEATRICE B · CIK 0001247972 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held in Trust: 2018 Taplin Annuity Trust #3 Disclosed balance after: 72,813 F1 · shares: Shares transferred pursuant to the terms of the 2018 Taplin Annuity Trust Read SEC document |
| November 07, 2018 Filed Feb 13, 2019 19:42 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass B Common Stock · Derivative | 66,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-005591 · form5.xml · derivative · entry 8 TAPLIN BEATRICE B · CIK 0001247972 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held in trust fbo reporting person Disclosed balance after: 66,000 Underlying: Class A Common Stock · 66,000 shares Expires not disclosed F2 · derivative.exercise_price: N/A F2 · derivative.exercise_date: N/A F2 · derivative.expiration_date: N/A 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.