Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HYSTER-YALE, INC.HY · Entity 5370 | Director | July 03, 2017 | July 06, 2017 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
HYSTER-YALE, INC.
Report date July 03, 2017 · Filed July 06, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust | 4,777 |
Reported balance
After 2017-07-03 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2017-07-03 · Grant · Acquired 146 · Balance 4,777 F1: Award-Shares of Class A Common Stock awarded to the Reporting Person as "Required Shares" under the company's Non-Employee Directors' Equity Compensation Plan. |
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2017-07-03 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 0 |
Filing footnotes · ownership attribution and instrument terms
F1: Award-Shares of Class A Common Stock awarded to the Reporting Person as "Required Shares" under the company's Non-Employee Directors' Equity Compensation Plan.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Hillenbrand, Inc.
Report date January 10, 2023 · Filed January 12, 2023
Section 16 reporting ended · disclosed 2023-01-12. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock Units (Deferred Stock Award 01/10/2023)SEC Table II · derivative / convertible security | Direct | 1,313 |
Reported balance
After 2023-01-10 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-01-10 · Grant · Acquired 1,313 · Balance 1,313 F1: Conversion or Exercise Price of Derivative Securities is 1-for-1. F2: These stock units vest on the earlier to occur of the issuer's next annual meeting of shareholders or one year from the date of grant; provided, that these stock units will immediately vest upon, and in any case delivery of the shares underlying these stock units will not occur until, the occurrence of one of the following: a change in control of the issuer, the director's death or permanent and total disability, or one day after the date the director ceases to be a director of the issuer. |
| Common StockSEC Table I · non-derivative | Direct | 30,000 |
Reported balance
Holding disclosure · report date 2023-01-10 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 30,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Conversion or Exercise Price of Derivative Securities is 1-for-1.
F2: These stock units vest on the earlier to occur of the issuer's next annual meeting of shareholders or one year from the date of grant; provided, that these stock units will immediately vest upon, and in any case delivery of the shares underlying these stock units will not occur until, the occurrence of one of the following: a change in control of the issuer, the director's death or permanent and total disability, or one day after the date the director ceases to be a director of the issuer.
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 |
|---|---|---|---|---|---|---|
| September 30, 2016 Filed Oct 4, 2016 09:04 UTC | Hillenbrand, Inc. HI · Entity 66702 | GrantRestricted Stock Units (Deferred Stock Award) 2/26/14 · Derivative | 40 | $31.64 | $1,265.60 |
DisclosureSEC source: 0001214659-16-013940 · marketforms-36255.xml · derivative · entry 6 LOUGHREY F JOSEPH · CIK 0001031248 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,330 Underlying: Common Stock · 40 shares Expires not disclosed F1 · derivative.exercise_price: Conversion of Exercise Price of Derivative Securities is 1-for-1. F2 · kind: Restricted Stock Units are entitled to dividend equivalent rights which accrue on dividend record dates. F3 · derivative.exercise_date: These stock units vest immediately upon grant. However, delivery of these shares will not occur until the occurrence of one of the following: a change in control of the Company, the director's death or permanent and total disability, or one day after the date the director ceases to be a director of the Company. F3 · derivative.expiration_date: These stock units vest immediately upon grant. However, delivery of these shares will not occur until the occurrence of one of the following: a change in control of the Company, the director's death or permanent and total disability, or one day after the date the director ceases to be a director of the Company. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 09:04 UTC | Hillenbrand, Inc. HI · Entity 66702 | GrantRestricted Stock Units (Deferred Stock Award) 2/27/13 · Derivative | 41 | $31.64 | $1,297.24 |
DisclosureSEC source: 0001214659-16-013940 · marketforms-36255.xml · derivative · entry 5 LOUGHREY F JOSEPH · CIK 0001031248 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,592 Underlying: Common Stock · 41 shares Expires not disclosed F1 · derivative.exercise_price: Conversion of Exercise Price of Derivative Securities is 1-for-1. F2 · kind: Restricted Stock Units are entitled to dividend equivalent rights which accrue on dividend record dates. F3 · derivative.exercise_date: These stock units vest immediately upon grant. However, delivery of these shares will not occur until the occurrence of one of the following: a change in control of the Company, the director's death or permanent and total disability, or one day after the date the director ceases to be a director of the Company. F3 · derivative.expiration_date: These stock units vest immediately upon grant. However, delivery of these shares will not occur until the occurrence of one of the following: a change in control of the Company, the director's death or permanent and total disability, or one day after the date the director ceases to be a director of the Company. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 09:04 UTC | Hillenbrand, Inc. HI · Entity 66702 | GrantRestricted Stock Units (Deferred Stock Award) 2/22/12 · Derivative | 29 | $31.64 | $917.56 |
DisclosureSEC source: 0001214659-16-013940 · marketforms-36255.xml · derivative · entry 4 LOUGHREY F JOSEPH · CIK 0001031248 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,716 Underlying: Common Stock · 29 shares Expires not disclosed F1 · derivative.exercise_price: Conversion of Exercise Price of Derivative Securities is 1-for-1. F2 · kind: Restricted Stock Units are entitled to dividend equivalent rights which accrue on dividend record dates. F3 · derivative.exercise_date: These stock units vest immediately upon grant. However, delivery of these shares will not occur until the occurrence of one of the following: a change in control of the Company, the director's death or permanent and total disability, or one day after the date the director ceases to be a director of the Company. F3 · derivative.expiration_date: These stock units vest immediately upon grant. However, delivery of these shares will not occur until the occurrence of one of the following: a change in control of the Company, the director's death or permanent and total disability, or one day after the date the director ceases to be a director of the Company. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 09:04 UTC | Hillenbrand, Inc. HI · Entity 66702 | GrantRestricted Stock Units (Deferred Stock Award) 2/23/11 · Derivative | 30 | $31.64 | $949.20 |
DisclosureSEC source: 0001214659-16-013940 · marketforms-36255.xml · derivative · entry 3 LOUGHREY F JOSEPH · CIK 0001031248 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,958 Underlying: Common Stock · 30 shares Expires not disclosed F1 · derivative.exercise_price: Conversion of Exercise Price of Derivative Securities is 1-for-1. F2 · kind: Restricted Stock Units are entitled to dividend equivalent rights which accrue on dividend record dates. F3 · derivative.exercise_date: These stock units vest immediately upon grant. However, delivery of these shares will not occur until the occurrence of one of the following: a change in control of the Company, the director's death or permanent and total disability, or one day after the date the director ceases to be a director of the Company. F3 · derivative.expiration_date: These stock units vest immediately upon grant. However, delivery of these shares will not occur until the occurrence of one of the following: a change in control of the Company, the director's death or permanent and total disability, or one day after the date the director ceases to be a director of the Company. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 09:04 UTC | Hillenbrand, Inc. HI · Entity 66702 | GrantRestricted Stock Units (Deferred Stock Award 2/24/10) · Derivative | 34 | $31.64 | $1,075.76 |
DisclosureSEC source: 0001214659-16-013940 · marketforms-36255.xml · derivative · entry 2 LOUGHREY F JOSEPH · CIK 0001031248 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,517 Underlying: Common Stock · 34 shares Expires not disclosed F1 · derivative.exercise_price: Conversion of Exercise Price of Derivative Securities is 1-for-1. F2 · kind: Restricted Stock Units are entitled to dividend equivalent rights which accrue on dividend record dates. F3 · derivative.exercise_date: These stock units vest immediately upon grant. However, delivery of these shares will not occur until the occurrence of one of the following: a change in control of the Company, the director's death or permanent and total disability, or one day after the date the director ceases to be a director of the Company. F3 · derivative.expiration_date: These stock units vest immediately upon grant. However, delivery of these shares will not occur until the occurrence of one of the following: a change in control of the Company, the director's death or permanent and total disability, or one day after the date the director ceases to be a director of the Company. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 09:04 UTC | Hillenbrand, Inc. HI · Entity 66702 | GrantRestricted Stock Units (Deferred Stock Award) 2/11/09 · Derivative | 24 | $31.64 | $759.36 |
DisclosureSEC source: 0001214659-16-013940 · marketforms-36255.xml · derivative · entry 1 LOUGHREY F JOSEPH · CIK 0001031248 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,912 Underlying: Common Stock · 24 shares Expires not disclosed F1 · derivative.exercise_price: Conversion of Exercise Price of Derivative Securities is 1-for-1. F2 · kind: Restricted Stock Units are entitled to dividend equivalent rights which accrue on dividend record dates. F3 · derivative.exercise_date: These stock units vest immediately upon grant. However, delivery of these shares will not occur until the occurrence of one of the following: a change in control of the Company, the director's death or permanent and total disability, or one day after the date the director ceases to be a director of the Company. F3 · derivative.expiration_date: These stock units vest immediately upon grant. However, delivery of these shares will not occur until the occurrence of one of the following: a change in control of the Company, the director's death or permanent and total disability, or one day after the date the director ceases to be a director of the Company. 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.