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 |
|---|---|---|---|---|---|---|
| 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 6 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 4 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 21:12 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 15,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005999 · 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: 2012 Taplin Annuity Trust #2 Disclosed balance after: 0 F1 · kind: Transfer pursuant to the terms of the 2012 Taplin Annuity Trust #2 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.