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 |
|---|---|---|---|---|---|---|
| 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 7 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: 114,383 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 |
| November 07, 2018 Filed Feb 13, 2019 19:42 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 248,263 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-005591 · form5.xml · nonDerivative · entry 5 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: 248,263 Read SEC document |
| November 07, 2018 Filed Feb 13, 2019 19:42 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 248,263 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-005591 · 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 Read SEC document |
| October 25, 2018 Filed Feb 13, 2019 19:42 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 46,140 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-005591 · 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: 0 Read SEC document |
| October 25, 2018 Filed Feb 13, 2019 19:42 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 46,140 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-005591 · 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 |
| July 23, 2018 Filed Feb 8, 2019 19:10 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass B Common Stock · Derivative | 3,368 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-004730 · form5.xml · derivative · entry 12 TAPLIN BEATRICE B · CIK 0001247972 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate LLC interest in shares held by Abigail LLC Disclosed balance after: 0 Underlying: Class A Common Stock · 3,368 shares Expires not disclosed F1 · derivative.exercise_price: N/A F1 · price: N/A F1 · derivative.exercise_date: N/A F1 · derivative.expiration_date: N/A Read SEC document |
| July 23, 2018 Filed Feb 8, 2019 19:10 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass B Common Stock · Derivative | 3,368 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-004730 · form5.xml · derivative · entry 11 TAPLIN BEATRICE B · CIK 0001247972 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate LLC interest in shares held by Abigail LLC Disclosed balance after: 0 Underlying: Class A Common Stock · 3,368 shares Expires not disclosed F1 · derivative.exercise_price: N/A F1 · price: N/A F1 · derivative.exercise_date: N/A F1 · derivative.expiration_date: N/A Read SEC document |
| July 23, 2018 Filed Feb 8, 2019 19:10 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass B Common Stock · Derivative | 3,368 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-004730 · form5.xml · derivative · entry 10 TAPLIN BEATRICE B · CIK 0001247972 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate LLC interest in shares held by Abigail LLC Disclosed balance after: 0 Underlying: Class A Common Stock · 3,368 shares Expires not disclosed F1 · derivative.exercise_price: N/A F1 · price: N/A F1 · derivative.exercise_date: N/A F1 · derivative.expiration_date: N/A Read SEC document |
| July 23, 2018 Filed Feb 8, 2019 19:10 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass A Common Stock | 3,368 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-004730 · form5.xml · nonDerivative · entry 5 TAPLIN BEATRICE B · CIK 0001247972 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate LLC interest in shares held by Abigail LLC Disclosed balance after: 0 F1 · price: N/A Read SEC document |
| July 23, 2018 Filed Feb 8, 2019 19:10 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass A Common Stock | 3,368 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-004730 · form5.xml · nonDerivative · entry 3 TAPLIN BEATRICE B · CIK 0001247972 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate LLC interest in shares held by Abigail LLC Disclosed balance after: 0 F1 · price: N/A Read SEC document |
| July 23, 2018 Filed Feb 8, 2019 19:10 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass A Common Stock | 3,368 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-004730 · form5.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 LLC Disclosed balance after: 0 F1 · price: N/A Read SEC document |
| July 23, 2018 Filed Feb 13, 2019 19:42 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 58,775 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-005591 · form5.xml · nonDerivative · entry 3 TAPLIN BEATRICE B · CIK 0001247972 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate Membership interest in shares held by Abigail LLC Disclosed balance after: 0 Read SEC document |
| July 23, 2018 Filed Feb 14, 2019 16:31 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GiftClass A Common Stock | 3,368 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-005903 · form5.xml · nonDerivative · entry 3 TAPLIN BEATRICE B · CIK 0001247972 · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate membership interest in shares held by Abigail, LLC Disclosed balance after: 0 F1 · price: N/A Read SEC document |
| July 23, 2018 Filed Feb 14, 2019 16:31 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GiftClass A Common Stock | 3,368 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-005903 · form5.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, LLC Disclosed balance after: 0 F1 · price: N/A Read SEC document |
| July 23, 2018 Filed Feb 14, 2019 16:31 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GiftClass A Common Stock | 3,368 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-005903 · form5.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, LLC Disclosed balance after: 0 F1 · price: N/A Read SEC document |
| February 05, 2018 Filed Feb 8, 2019 19:10 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass A Common Stock | 15,364 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-004730 · form5.xml · nonDerivative · entry 4 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: 59,052 F1 · price: N/A Read SEC document |
| February 05, 2018 Filed Feb 8, 2019 19:10 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass A Common Stock | 15,364 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-004730 · form5.xml · nonDerivative · entry 2 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: 59,052 F1 · price: N/A Read SEC document |
| December 26, 2017 Filed Feb 14, 2018 18:08 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GiftClass A Common Stock | 7,682 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-005949 · form5.xml · nonDerivative · entry 2 TAPLIN BEATRICE B · CIK 0001247972 · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · BBT/Wells Fargo Trust Disclosed balance after: 47,106 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 |
| December 22, 2017 Filed Feb 14, 2018 18:08 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GiftClass A Common Stock | 7,682 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-005949 · 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: 47,106 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 |
| September 22, 2017 Filed Sep 25, 2017 21:38 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | OtherClass A Common Stock | 344,600 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-028026 · 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: 344,600 F1 · kind: Shares transferred by Marital Trust FBO Reporting Person to Abigail II LLC, a limited liability company of which the trust is a member. F2 · price: N/A Read SEC document |
| September 22, 2017 Filed Sep 25, 2017 21:38 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | OtherClass A Common Stock | 344,600 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-028026 · 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: 13,040 F1 · kind: Shares transferred by Marital Trust FBO Reporting Person to Abigail II LLC, a limited liability company of which the trust is a member. F2 · price: N/A F3 · ownership.nature: Held by Trust, National City Bank and Beatrice B. Taplin, Co-Trustees, for the benefit of Beatrice B. Taplin. Read SEC document |
| August 23, 2017 Filed Aug 25, 2017 14:17 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | OtherClass B Common Stock · Derivative | 30,829 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001127602-17-026475 · form4.xml · derivative · entry 11 TAPLIN BEATRICE B · CIK 0001247972 · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · By Marital Trust Disclosed balance after: 0 Underlying: Class A Common Stock · 30,829 shares Expires not disclosed F1 · kind: Class A shares were exchanged for Class B shares pursuant to the terms of the Second Amendment to Amended and Restated Stockholders' Agreement dated February 14, 2017. F2 · price: N/A F2 · derivative.exercise_date: N/A F2 · derivative.expiration_date: N/A F5 · ownership.nature: Shares represent the Thomas E. Taplin Marital Trust FBO Beatrice B. Taplin under Agreement dated 1/21/1966 as amended and restated between Thomas E. Taplin and National City Bank. National City Bank and Beatrice B. Taplin, Trustees. Read SEC document |
| August 23, 2017 Filed Aug 25, 2017 14:17 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | OtherClass A Common Stock | 19,973 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-026475 · form4.xml · nonDerivative · entry 2 TAPLIN BEATRICE B · CIK 0001247972 · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · By Marital Trust/PNC Disclosed balance after: 357,640 F1 · kind: Class A shares were exchanged for Class B shares pursuant to the terms of the Second Amendment to Amended and Restated Stockholders' Agreement dated February 14, 2017. F2 · price: N/A F3 · ownership.nature: Held by Trust, National City Bank and Beatrice B. Taplin, Co-Trustees, for the benefit of Beatrice B. Taplin. Read SEC document |
| August 23, 2017 Filed Aug 25, 2017 14:17 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | OtherClass A Common Stock | 10,856 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-026475 · 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: 337,667 F1 · kind: Class A shares were exchanged for Class B shares pursuant to the terms of the Second Amendment to Amended and Restated Stockholders' Agreement dated February 14, 2017. F2 · price: N/A F3 · ownership.nature: Held by Trust, National City Bank and Beatrice B. Taplin, Co-Trustees, for the benefit of Beatrice B. Taplin. Read SEC document |
| July 07, 2017 Filed Jul 10, 2017 21:13 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | OtherClass B Common Stock · Derivative | 279,171 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001127602-17-023444 · form4.xml · derivative · entry 18 TAPLIN BEATRICE B · CIK 0001247972 · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · By Marital Trust Disclosed balance after: 30,829 Underlying: Class A Common Stock · 279,171 shares Expires not disclosed F5 · kind: Class A shares were exchanged for Class B shares pursuant to the terms of the Second Amendment to Amended and Restated Stockholders' Agreement dated February 14, 2017. F2 · price: N/A F2 · derivative.exercise_date: N/A F2 · derivative.expiration_date: N/A F7 · ownership.nature: Shares represent the Thomas E. Taplin Marital Trust FBO Beatrice B. Taplin under Agreement dated 1/21/1966 as amended and restated between Thomas E. Taplin and National City Bank. National City Bank and Beatrice B. Taplin, Trustees. Read SEC document |
| July 07, 2017 Filed Jul 10, 2017 21:13 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | OtherClass A Common Stock | 58,718 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-023444 · form4.xml · nonDerivative · entry 13 TAPLIN BEATRICE B · CIK 0001247972 · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · By Marital Trust/PNC Disclosed balance after: 326,811 F5 · kind: Class A shares were exchanged for Class B shares pursuant to the terms of the Second Amendment to Amended and Restated Stockholders' Agreement dated February 14, 2017. F2 · price: N/A F6 · ownership.nature: Held by Trust, National City Bank and Beatrice B. Taplin, Co-Trustees, for the benefit of Beatrice B. Taplin. Read SEC document |
| July 07, 2017 Filed Jul 10, 2017 21:13 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | OtherClass A Common Stock | 92,072 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-023444 · form4.xml · nonDerivative · entry 12 TAPLIN BEATRICE B · CIK 0001247972 · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · By Marital Trust/PNC Disclosed balance after: 268,093 F5 · kind: Class A shares were exchanged for Class B shares pursuant to the terms of the Second Amendment to Amended and Restated Stockholders' Agreement dated February 14, 2017. F2 · price: N/A F6 · ownership.nature: Held by Trust, National City Bank and Beatrice B. Taplin, Co-Trustees, for the benefit of Beatrice B. Taplin. Read SEC document |
| July 07, 2017 Filed Jul 10, 2017 21:13 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | OtherClass A Common Stock | 75,461 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-023444 · form4.xml · nonDerivative · entry 11 TAPLIN BEATRICE B · CIK 0001247972 · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · By Marital Trust/PNC Disclosed balance after: 176,021 F5 · kind: Class A shares were exchanged for Class B shares pursuant to the terms of the Second Amendment to Amended and Restated Stockholders' Agreement dated February 14, 2017. F2 · price: N/A F6 · ownership.nature: Held by Trust, National City Bank and Beatrice B. Taplin, Co-Trustees, for the benefit of Beatrice B. Taplin. Read SEC document |
| July 07, 2017 Filed Jul 10, 2017 21:13 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | OtherClass A Common Stock | 52,920 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-023444 · form4.xml · nonDerivative · entry 10 TAPLIN BEATRICE B · CIK 0001247972 · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · By Marital Trust/PNC Disclosed balance after: 100,560 F5 · kind: Class A shares were exchanged for Class B shares pursuant to the terms of the Second Amendment to Amended and Restated Stockholders' Agreement dated February 14, 2017. F2 · price: N/A F6 · ownership.nature: Held by Trust, National City Bank and Beatrice B. Taplin, Co-Trustees, for the benefit of Beatrice B. Taplin. Read SEC document |
| February 08, 2017 Filed Jul 10, 2017 21:13 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | OtherClass A Common Stock | 4,535 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-023444 · form4.xml · nonDerivative · entry 9 TAPLIN BEATRICE B · CIK 0001247972 · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust/GC#5 Disclosed balance after: 9,785 F1 · kind: Shares distributed from GRAT as per the terms of the GRAT. F2 · price: N/A F4 · ownership.nature: Reporting Person serves as co-trustee with National City Bank of Trusts for the benefit of Reporting Person's grandchildren. Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| February 08, 2017 Filed Jul 10, 2017 21:13 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | OtherClass A Common Stock | 4,535 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-023444 · form4.xml · nonDerivative · entry 8 TAPLIN BEATRICE B · CIK 0001247972 · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · Taplin Annuity Trust#1 Disclosed balance after: 0 F1 · kind: Shares distributed from GRAT as per the terms of the GRAT. F2 · price: N/A F3 · ownership.nature: Shares held in Trust: 2011 Taplin Annuity Trust #1. Read SEC document |
| February 08, 2017 Filed Jul 10, 2017 21:13 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | OtherClass A Common Stock | 4,535 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-023444 · form4.xml · nonDerivative · entry 7 TAPLIN BEATRICE B · CIK 0001247972 · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust/GC#4 Disclosed balance after: 9,785 F1 · kind: Shares distributed from GRAT as per the terms of the GRAT. F2 · price: N/A F4 · ownership.nature: Reporting Person serves as co-trustee with National City Bank of Trusts for the benefit of Reporting Person's grandchildren. Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| February 08, 2017 Filed Jul 10, 2017 21:13 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | OtherClass A Common Stock | 4,535 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-023444 · form4.xml · nonDerivative · entry 6 TAPLIN BEATRICE B · CIK 0001247972 · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · Taplin Annuity Trust#1 Disclosed balance after: 4,535 F1 · kind: Shares distributed from GRAT as per the terms of the GRAT. F2 · price: N/A F3 · ownership.nature: Shares held in Trust: 2011 Taplin Annuity Trust #1. Read SEC document |
| February 08, 2017 Filed Jul 10, 2017 21:13 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | OtherClass A Common Stock | 7,399 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-023444 · form4.xml · nonDerivative · entry 5 TAPLIN BEATRICE B · CIK 0001247972 · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust/GC#2 Disclosed balance after: 12,649 F1 · kind: Shares distributed from GRAT as per the terms of the GRAT. F2 · price: N/A F4 · ownership.nature: Reporting Person serves as co-trustee with National City Bank of Trusts for the benefit of Reporting Person's grandchildren. Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| February 08, 2017 Filed Jul 10, 2017 21:13 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | OtherClass A Common Stock | 7,399 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-023444 · form4.xml · nonDerivative · entry 4 TAPLIN BEATRICE B · CIK 0001247972 · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · Taplin Annuity Trust#1 Disclosed balance after: 9,070 F1 · kind: Shares distributed from GRAT as per the terms of the GRAT. F2 · price: N/A F3 · ownership.nature: Shares held in Trust: 2011 Taplin Annuity Trust #1. Read SEC document |
| February 08, 2017 Filed Jul 10, 2017 21:13 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | OtherClass A Common Stock | 7,399 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-023444 · form4.xml · nonDerivative · entry 3 TAPLIN BEATRICE B · CIK 0001247972 · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust/GC#3 Disclosed balance after: 12,649 F1 · kind: Shares distributed from GRAT as per the terms of the GRAT. F2 · price: N/A F4 · ownership.nature: Reporting Person serves as co-trustee with National City Bank of Trusts for the benefit of Reporting Person's grandchildren. Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| February 08, 2017 Filed Jul 10, 2017 21:13 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | OtherClass A Common Stock | 7,399 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-023444 · form4.xml · nonDerivative · entry 2 TAPLIN BEATRICE B · CIK 0001247972 · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · Taplin Annuity Trust#1 Disclosed balance after: 16,469 F1 · kind: Shares distributed from GRAT as per the terms of the GRAT. F2 · price: N/A F3 · ownership.nature: Shares held in Trust: 2011 Taplin Annuity Trust #1. Read SEC document |
| February 08, 2017 Filed Jul 10, 2017 21:13 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | OtherClass A Common Stock | 5,682 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-023444 · form4.xml · nonDerivative · entry 1 TAPLIN BEATRICE B · CIK 0001247972 · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · Taplin Annuity Trust#1 Disclosed balance after: 23,868 F1 · kind: Shares distributed from GRAT as per the terms of the GRAT. F2 · price: N/A F3 · ownership.nature: Shares held in Trust: 2011 Taplin Annuity Trust #1. Read SEC document |
| February 08, 2017 Filed Feb 13, 2018 15:40 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass B Common Stock · Derivative | 32,920 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-005325 · form5.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 FBO grandchildren. Disclosed balance after: 59,170 Underlying: Class A Common Stock · 32,920 shares Expires not disclosed F3 · derivative.exercise_price: N/A F1 · kind: Transfer pursuant to the terms of the 2011 Taplin Annuity Trust #1 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 |
| February 08, 2017 Filed Feb 13, 2018 15:40 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass B Common Stock · Derivative | 40,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-005325 · form5.xml · derivative · entry 6 TAPLIN BEATRICE B · CIK 0001247972 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held in Trust: 2011 Taplin Annuity Trust #1. Disclosed balance after: 0 Underlying: Class A Common Stock · 40,750 shares Expires not disclosed F3 · derivative.exercise_price: N/A F1 · kind: Transfer pursuant to the terms of the 2011 Taplin Annuity Trust #1 F3 · derivative.exercise_date: N/A F3 · derivative.expiration_date: N/A Read SEC document |
| February 08, 2017 Filed Feb 13, 2018 15:40 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 14,822 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-005325 · form5.xml · nonDerivative · entry 2 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: 41,072 F1 · kind: Transfer pursuant to the terms of the 2011 Taplin Annuity Trust #1 F2 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| February 08, 2017 Filed Feb 13, 2018 15:40 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 18,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-005325 · 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: 2011 Taplin Annuity Trust #1. Disclosed balance after: 0 F1 · kind: Transfer pursuant to the terms of the 2011 Taplin Annuity Trust #1 Read SEC document |
| December 29, 2016 Filed Feb 14, 2017 16:07 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GiftClass A Common Stock | 11,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005729 · form5.xml · nonDerivative · entry 2 TAPLIN BEATRICE B · CIK 0001247972 · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · BBT/Wells Fargo Trust Disclosed balance after: 62,470 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 |
| December 16, 2016 Filed Feb 14, 2017 16:07 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GiftClass A Common Stock | 54,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005729 · form5.xml · nonDerivative · entry 3 TAPLIN BEATRICE B · CIK 0001247972 · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · BBT/Wells Fargo Trust Disclosed balance after: 62,470 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 |
| July 21, 2016 Filed Feb 14, 2017 16:07 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GiftClass A Common Stock | 780 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005729 · form5.xml · nonDerivative · entry 5 TAPLIN BEATRICE B · CIK 0001247972 · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · BBT/Wells Fargo Trust Disclosed balance after: 62,470 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 |
| June 24, 2016 Filed Feb 14, 2017 16:07 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GiftClass A Common Stock | 16,950 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005729 · 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: 62,470 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 |
| April 22, 2016 Filed Feb 14, 2017 21:12 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 26,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005999 · 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: 202,123 Read SEC document |
| April 22, 2016 Filed Feb 14, 2017 21:12 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 26,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005999 · 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: 46,140 Read SEC document |
| March 01, 2016 Filed Feb 14, 2017 16:07 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | OtherClass A Common Stock | 1,962 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005729 · form5.xml · nonDerivative · entry 8 TAPLIN BEATRICE B · CIK 0001247972 · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held in Trust: 2012 Taplin Annuity Trust #2 Disclosed balance after: 2 F3 · kind: Shares distributed from GRAT as per the terms of the GRAT. F1 · price: N/A Read SEC document |
| March 01, 2016 Filed Feb 14, 2017 16:07 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | OtherClass A Common Stock | 1,962 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005729 · form5.xml · nonDerivative · entry 7 TAPLIN BEATRICE B · CIK 0001247972 · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held in Trust: 2012 Taplin Annuity Trust #2 Disclosed balance after: 2 F3 · kind: Shares distributed from GRAT as per the terms of the GRAT. F1 · price: 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.