organization · Reporting owner
Trust dated January 11, 1965, PNC Bank & Alfred M. Rankin, Jr. as Co-Trustees, for the benefit of grandchildren
Disclosed activity across 3 companies
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HYSTER-YALE, INC.HY · Entity 5370 | member of a group | June 13, 2019 | July 12, 2019 |
| Hamilton Beach Brands Holding CoHBB · Entity 5625 | Member of of Group | June 03, 2022 | June 06, 2022 |
| NACCO INDUSTRIES INCNC · Entity 5896 | Member of a Group | September 29, 2017 | October 05, 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 June 13, 2019 · Filed July 12, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 20,987 |
Ending reported balance
After 2019-07-11 transaction · row 17
17 source rows · reconciled sequenceRow 1 · 2019-06-13 · Purchase · Acquired 219 · Balance 18,844 F1: Shares purchased pursuant to 10b5-1 plan. Row 2 · 2019-06-14 · Purchase · Acquired 219 · Balance 19,063 F1: Shares purchased pursuant to 10b5-1 plan. Row 3 · 2019-06-17 · Purchase · Acquired 106 · Balance 19,169 F1: Shares purchased pursuant to 10b5-1 plan. Row 4 · 2019-06-18 · Purchase · Acquired 106 · Balance 19,275 F1: Shares purchased pursuant to 10b5-1 plan. Row 5 · 2019-06-19 · Purchase · Acquired 106 · Balance 19,381 F1: Shares purchased pursuant to 10b5-1 plan. Row 6 · 2019-06-20 · Purchase · Acquired 106 · Balance 19,487 F1: Shares purchased pursuant to 10b5-1 plan. Row 7 · 2019-06-21 · Purchase · Acquired 106 · Balance 19,593 F1: Shares purchased pursuant to 10b5-1 plan. Row 8 · 2019-06-24 · Purchase · Acquired 153 · Balance 19,746 F1: Shares purchased pursuant to 10b5-1 plan. Row 9 · 2019-06-25 · Purchase · Acquired 153 · Balance 19,899 F1: Shares purchased pursuant to 10b5-1 plan. Row 10 · 2019-06-26 · Purchase · Acquired 52 · Balance 19,951 F1: Shares purchased pursuant to 10b5-1 plan. Row 11 · 2019-07-02 · Purchase · Acquired 157 · Balance 20,108 F1: Shares purchased pursuant to 10b5-1 plan. Row 12 · 2019-07-03 · Purchase · Acquired 157 · Balance 20,265 F1: Shares purchased pursuant to 10b5-1 plan. Row 13 · 2019-07-05 · Purchase · Acquired 157 · Balance 20,422 F1: Shares purchased pursuant to 10b5-1 plan. Row 14 · 2019-07-08 · Purchase · Acquired 148 · Balance 20,570 F1: Shares purchased pursuant to 10b5-1 plan. Row 15 · 2019-07-09 · Purchase · Acquired 148 · Balance 20,718 F1: Shares purchased pursuant to 10b5-1 plan. Row 16 · 2019-07-10 · Purchase · Acquired 148 · Balance 20,866 F1: Shares purchased pursuant to 10b5-1 plan. Row 17 · 2019-07-11 · Purchase · Acquired 121 · Balance 20,987 F1: Shares purchased pursuant to 10b5-1 plan. |
| Class B Common StockSEC Table II · derivative / convertible security | Direct | 18,625 |
Reported balance
Holding disclosure · report date 2019-06-13 · row 18
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 18 · Balance 18,625 F2: N/A |
Filing footnotes · ownership attribution and instrument terms
F1: Shares purchased pursuant to 10b5-1 plan.
F2: N/A
Hamilton Beach Brands Holding Co
Report date June 03, 2022 · Filed June 06, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 19,200 |
Reported balance
After 2022-06-03 transaction · row 1
1 source rowRow 1 · 2022-06-03 · Other · Acquired 9,600 · Balance 19,200 F1: Class B shares were exchanged for Class A shares pursuant to the terms of the Stockholders' Agreement dated September 29, 2017, as amended. F2: N/A |
| Class B Common StockSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-06-03 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-06-03 · Other · Disposed 9,600 · Balance 0 F2: N/A F1: Class B shares were exchanged for Class A shares pursuant to the terms of the Stockholders' Agreement dated September 29, 2017, as amended. |
Filing footnotes · ownership attribution and instrument terms
F1: Class B shares were exchanged for Class A shares pursuant to the terms of the Stockholders' Agreement dated September 29, 2017, as amended.
F2: N/A
NACCO INDUSTRIES INC
Report date September 29, 2017 · Filed October 05, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 9,600 |
Reported balance
Holding disclosure · report date 2017-09-29 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 9,600 |
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 |
|---|---|---|---|---|---|---|
| June 03, 2022 Filed Jun 6, 2022 11:54 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass B Common Stock · Derivative | 9,600 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016845 · form4.xml · derivative · entry 2 Trust dated January 11, 1965, PNC Bank & Alfred M. Rankin, Jr. as Co-Trustees, for the benefit of grandchildren · CIK 0001558829 · Member of of Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 9,600 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 11:54 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass A Common Stock | 9,600 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016845 · form4.xml · nonDerivative · entry 1 Trust dated January 11, 1965, PNC Bank & Alfred M. Rankin, Jr. as Co-Trustees, for the benefit of grandchildren · CIK 0001558829 · Member of of Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,200 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 |
| July 11, 2019 Filed Jul 12, 2019 18:56 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 121 | $53.84 | $6,514.53 |
DisclosureSEC source: 0001127602-19-024472 · form4.xml · nonDerivative · entry 17 Trust dated January 11, 1965, PNC Bank & Alfred M. Rankin, Jr. as Co-Trustees, for the benefit of grandchildren · CIK 0001558829 · member of a group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,987 F1 · shares: Shares purchased pursuant to 10b5-1 plan. Read SEC document |
| July 10, 2019 Filed Jul 12, 2019 18:56 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 148 | $53.99 | $7,990.36 |
DisclosureSEC source: 0001127602-19-024472 · form4.xml · nonDerivative · entry 16 Trust dated January 11, 1965, PNC Bank & Alfred M. Rankin, Jr. as Co-Trustees, for the benefit of grandchildren · CIK 0001558829 · member of a group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,866 F1 · shares: Shares purchased pursuant to 10b5-1 plan. Read SEC document |
| July 09, 2019 Filed Jul 12, 2019 18:56 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 148 | $53.83 | $7,966.37 |
DisclosureSEC source: 0001127602-19-024472 · form4.xml · nonDerivative · entry 15 Trust dated January 11, 1965, PNC Bank & Alfred M. Rankin, Jr. as Co-Trustees, for the benefit of grandchildren · CIK 0001558829 · member of a group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,718 F1 · shares: Shares purchased pursuant to 10b5-1 plan. Read SEC document |
| July 08, 2019 Filed Jul 12, 2019 18:56 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 148 | $53.96 | $7,985.72 |
DisclosureSEC source: 0001127602-19-024472 · form4.xml · nonDerivative · entry 14 Trust dated January 11, 1965, PNC Bank & Alfred M. Rankin, Jr. as Co-Trustees, for the benefit of grandchildren · CIK 0001558829 · member of a group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,570 F1 · shares: Shares purchased pursuant to 10b5-1 plan. Read SEC document |
| July 05, 2019 Filed Jul 12, 2019 18:56 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 157 | $53.19 | $8,350.58 |
DisclosureSEC source: 0001127602-19-024472 · form4.xml · nonDerivative · entry 13 Trust dated January 11, 1965, PNC Bank & Alfred M. Rankin, Jr. as Co-Trustees, for the benefit of grandchildren · CIK 0001558829 · member of a group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,422 F1 · shares: Shares purchased pursuant to 10b5-1 plan. Read SEC document |
| July 03, 2019 Filed Jul 12, 2019 18:56 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 157 | $53.88 | $8,458.74 |
DisclosureSEC source: 0001127602-19-024472 · form4.xml · nonDerivative · entry 12 Trust dated January 11, 1965, PNC Bank & Alfred M. Rankin, Jr. as Co-Trustees, for the benefit of grandchildren · CIK 0001558829 · member of a group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,265 F1 · shares: Shares purchased pursuant to 10b5-1 plan. Read SEC document |
| July 02, 2019 Filed Jul 12, 2019 18:56 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 157 | $53.99 | $8,476.43 |
DisclosureSEC source: 0001127602-19-024472 · form4.xml · nonDerivative · entry 11 Trust dated January 11, 1965, PNC Bank & Alfred M. Rankin, Jr. as Co-Trustees, for the benefit of grandchildren · CIK 0001558829 · member of a group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,108 F1 · shares: Shares purchased pursuant to 10b5-1 plan. Read SEC document |
| June 26, 2019 Filed Jul 12, 2019 18:56 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 52 | $53.99 | $2,807.48 |
DisclosureSEC source: 0001127602-19-024472 · form4.xml · nonDerivative · entry 10 Trust dated January 11, 1965, PNC Bank & Alfred M. Rankin, Jr. as Co-Trustees, for the benefit of grandchildren · CIK 0001558829 · member of a group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,951 F1 · shares: Shares purchased pursuant to 10b5-1 plan. Read SEC document |
| June 25, 2019 Filed Jul 12, 2019 18:56 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 153 | $53.72 | $8,218.62 |
DisclosureSEC source: 0001127602-19-024472 · form4.xml · nonDerivative · entry 9 Trust dated January 11, 1965, PNC Bank & Alfred M. Rankin, Jr. as Co-Trustees, for the benefit of grandchildren · CIK 0001558829 · member of a group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,899 F1 · shares: Shares purchased pursuant to 10b5-1 plan. Read SEC document |
| June 24, 2019 Filed Jul 12, 2019 18:56 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 153 | $53.81 | $8,232.35 |
DisclosureSEC source: 0001127602-19-024472 · form4.xml · nonDerivative · entry 8 Trust dated January 11, 1965, PNC Bank & Alfred M. Rankin, Jr. as Co-Trustees, for the benefit of grandchildren · CIK 0001558829 · member of a group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,746 F1 · shares: Shares purchased pursuant to 10b5-1 plan. Read SEC document |
| June 21, 2019 Filed Jul 12, 2019 18:56 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 106 | $53.25 | $5,644.16 |
DisclosureSEC source: 0001127602-19-024472 · form4.xml · nonDerivative · entry 7 Trust dated January 11, 1965, PNC Bank & Alfred M. Rankin, Jr. as Co-Trustees, for the benefit of grandchildren · CIK 0001558829 · member of a group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,593 F1 · shares: Shares purchased pursuant to 10b5-1 plan. Read SEC document |
| June 20, 2019 Filed Jul 12, 2019 18:56 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 106 | $53.88 | $5,711.28 |
DisclosureSEC source: 0001127602-19-024472 · form4.xml · nonDerivative · entry 6 Trust dated January 11, 1965, PNC Bank & Alfred M. Rankin, Jr. as Co-Trustees, for the benefit of grandchildren · CIK 0001558829 · member of a group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,487 F1 · shares: Shares purchased pursuant to 10b5-1 plan. Read SEC document |
| June 19, 2019 Filed Jul 12, 2019 18:56 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 106 | $52.51 | $5,566.54 |
DisclosureSEC source: 0001127602-19-024472 · form4.xml · nonDerivative · entry 5 Trust dated January 11, 1965, PNC Bank & Alfred M. Rankin, Jr. as Co-Trustees, for the benefit of grandchildren · CIK 0001558829 · member of a group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,381 F1 · shares: Shares purchased pursuant to 10b5-1 plan. Read SEC document |
| June 18, 2019 Filed Jul 12, 2019 18:56 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 106 | $52.97 | $5,614.64 |
DisclosureSEC source: 0001127602-19-024472 · form4.xml · nonDerivative · entry 4 Trust dated January 11, 1965, PNC Bank & Alfred M. Rankin, Jr. as Co-Trustees, for the benefit of grandchildren · CIK 0001558829 · member of a group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,275 F1 · shares: Shares purchased pursuant to 10b5-1 plan. Read SEC document |
| June 17, 2019 Filed Jul 12, 2019 18:56 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 106 | $51.06 | $5,411.90 |
DisclosureSEC source: 0001127602-19-024472 · form4.xml · nonDerivative · entry 3 Trust dated January 11, 1965, PNC Bank & Alfred M. Rankin, Jr. as Co-Trustees, for the benefit of grandchildren · CIK 0001558829 · member of a group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,169 F1 · shares: Shares purchased pursuant to 10b5-1 plan. Read SEC document |
| June 14, 2019 Filed Jul 12, 2019 18:56 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 219 | $49.81 | $10,907.65 |
DisclosureSEC source: 0001127602-19-024472 · form4.xml · nonDerivative · entry 2 Trust dated January 11, 1965, PNC Bank & Alfred M. Rankin, Jr. as Co-Trustees, for the benefit of grandchildren · CIK 0001558829 · member of a group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,063 F1 · shares: Shares purchased pursuant to 10b5-1 plan. Read SEC document |
| June 13, 2019 Filed Jul 12, 2019 18:56 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 219 | $49.73 | $10,891.37 |
DisclosureSEC source: 0001127602-19-024472 · form4.xml · nonDerivative · entry 1 Trust dated January 11, 1965, PNC Bank & Alfred M. Rankin, Jr. as Co-Trustees, for the benefit of grandchildren · CIK 0001558829 · member of a group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,844 F1 · shares: Shares purchased pursuant to 10b5-1 plan. Read SEC document |
| May 17, 2018 Filed Feb 13, 2019 19:45 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass B Common Stock · Derivative | 2,661 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-005592 · form5.xml · derivative · entry 3 Trust dated January 11, 1965, PNC Bank & Alfred M. Rankin, Jr. as Co-Trustees, for the benefit of grandchildren · CIK 0001558829 · member of a group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,625 Underlying: Class A Common Stock · 2,661 shares Expires not disclosed F2 · derivative.exercise_price: N/A F1 · shares: Transfer of shares made pursuant to the terms of the GST F2 · derivative.exercise_date: N/A F2 · derivative.expiration_date: N/A Read SEC document |
| March 19, 2018 Filed Feb 13, 2019 19:45 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 2,661 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-005592 · form5.xml · nonDerivative · entry 2 Trust dated January 11, 1965, PNC Bank & Alfred M. Rankin, Jr. as Co-Trustees, for the benefit of grandchildren · CIK 0001558829 · member of a group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,625 F1 · shares: Transfer of shares made pursuant to the terms of the GST Read SEC document |
| November 04, 2015 Filed Feb 13, 2019 19:45 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass B Common Stock · Derivative | 2,861 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-005592 · form5.xml · derivative · entry 4 Trust dated January 11, 1965, PNC Bank & Alfred M. Rankin, Jr. as Co-Trustees, for the benefit of grandchildren · CIK 0001558829 · member of a group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,625 Underlying: Class A Common Stock · 2,861 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 04, 2015 Filed Feb 13, 2019 19:45 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 2,861 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-005592 · form5.xml · nonDerivative · entry 1 Trust dated January 11, 1965, PNC Bank & Alfred M. Rankin, Jr. as Co-Trustees, for the benefit of grandchildren · CIK 0001558829 · member of a group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,625 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.