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 15, 2021 | December 17, 2021 |
| Hamilton Beach Brands Holding CoHBB · Entity 5625 | Member of a Group | November 11, 2020 | November 13, 2020 |
| NACCO INDUSTRIES INCNC · Entity 5896 | Member of a Group | November 11, 2020 | November 13, 2020 |
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 15, 2021 · Filed December 17, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectHeld by Trust | 11,061 |
Reported balance
After 2021-12-15 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2021-12-15 · Other · Acquired 11,061 · Balance 11,061 F1: Class B shares were exchanged for Class A shares pursuant to the terms of the Stockholders' Agreement dated September 28, 2012, as amended. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectBy Trust | 0 |
Reported balance
After 2021-12-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-12-15 · Other · Disposed 11,061 · 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 28, 2012, 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 28, 2012, as amended.
F2: N/A
Hamilton Beach Brands Holding Co
Report date November 11, 2020 · Filed November 13, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectProportionate LLC interest in shares held by Abigail II, LLC | 750 |
Reported balance
After 2020-11-11 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2020-11-11 · Sale · Disposed 750 · Balance 750 |
| Class A Common StockSEC Table I · non-derivative | IndirectProportionate LLC interest in shares held by Abigail II, LLC | 0 |
Reported balance
After 2020-11-11 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2020-11-11 · Sale · Disposed 750 · Balance 0 |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectProportionate LLC interest in shares held by Abigail II, LLC | 750 |
Reported balance
After 2020-11-11 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2020-11-11 · Sale · Disposed 750 · Balance 750 F1: N/A |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectProportionate LLC interest in shares held by Abigail II, LLC | 0 |
Reported balance
After 2020-11-11 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2020-11-11 · Sale · Disposed 750 · Balance 0 F1: N/A |
| Class A Common StockSEC Table I · non-derivative | Direct | 20,283 |
Reported balance
Holding disclosure · report date 2020-11-11 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 20,283 |
| Class A Common StockSEC Table I · non-derivative | IndirectProportionate LLC interest in shares held by Abigail LLC | 18,707 |
Reported balance
Holding disclosure · report date 2020-11-11 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 18,707 |
| Class B Common StockSEC Table II · derivative / convertible security | Direct | 20,283 |
Reported balance
Holding disclosure · report date 2020-11-11 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 20,283 F1: N/A |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectProportionate LLC interest in shares held by Abigail LLC | 18,707 |
Reported balance
Holding disclosure · report date 2020-11-11 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 18,707 F1: N/A |
Filing footnotes · ownership attribution and instrument terms
F1: N/A
NACCO INDUSTRIES INC
Report date November 11, 2020 · Filed November 13, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectProportionate membership interest in shares held by Abigail II, LLC | 750 |
Reported balance
After 2020-11-11 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2020-11-11 · Sale · Disposed 750 · Balance 750 |
| Class A Common StockSEC Table I · non-derivative | IndirectProportionate membership interest in shares held by Abigail II, LLC | 0 |
Reported balance
After 2020-11-11 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2020-11-11 · Sale · Disposed 750 · Balance 0 |
| Class A Common StockSEC Table I · non-derivative | IndirectProportionate membership interest in shares held by Abigail LLC | 18,707 |
Reported balance
Holding disclosure · report date 2020-11-11 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 18,707 |
| Class A Common StockSEC Table I · non-derivative | Direct | 15,283 |
Reported balance
Holding disclosure · report date 2020-11-11 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 15,283 |
| Class B Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 5,000 |
Reported balance
Holding disclosure · report date 2020-11-11 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 5,000 F1: N/A |
Filing footnotes · ownership attribution and instrument terms
F1: N/A
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 15, 2021 Filed Dec 17, 2021 22:17 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass B Common Stock · Derivative | 11,061 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031432 · form4.xml · derivative · entry 2 TAPLIN THEODORE D · CIK 0001247974 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 0 Underlying: Class A Common Stock · 11,061 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 28, 2012, as amended. F2 · derivative.exercise_date: N/A F2 · derivative.expiration_date: N/A Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 22:17 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 11,061 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031432 · form4.xml · nonDerivative · entry 1 TAPLIN THEODORE D · CIK 0001247974 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Trust Disclosed balance after: 11,061 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 |
| November 12, 2020 Filed Nov 16, 2020 16:50 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 39,967 | $48.76 | $1,948,790.92 |
DisclosureSEC source: 0001127602-20-029076 · form4.xml · nonDerivative · entry 1 TAPLIN THEODORE D · CIK 0001247974 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Trust Disclosed balance after: 0 F1 · kind: Reporting Person shares were used to retire a personal loan. Read SEC document |
| November 11, 2020 Filed Nov 13, 2020 22:27 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | SaleClass A Common Stock | 750 | $22.63 | $16,968.75 |
DisclosureSEC source: 0001127602-20-029010 · form4.xml · nonDerivative · entry 2 TAPLIN THEODORE D · CIK 0001247974 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate membership interest in shares held by Abigail II, LLC Disclosed balance after: 0 Read SEC document |
| November 11, 2020 Filed Nov 13, 2020 22:27 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | SaleClass A Common Stock | 750 | $22.63 | $16,968.75 |
DisclosureSEC source: 0001127602-20-029010 · form4.xml · nonDerivative · entry 1 TAPLIN THEODORE D · CIK 0001247974 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate membership interest in shares held by Abigail II, LLC Disclosed balance after: 750 Read SEC document |
| November 11, 2020 Filed Nov 13, 2020 21:14 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | SaleClass B Common Stock · Derivative | 750 | $18.87 | $14,148.75 |
DisclosureSEC source: 0001127602-20-028976 · form4.xml · derivative · entry 6 TAPLIN THEODORE D · CIK 0001247974 · 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 · 750 shares Expires not disclosed F1 · derivative.exercise_price: N/A F1 · derivative.exercise_date: N/A F1 · derivative.expiration_date: N/A Read SEC document |
| November 11, 2020 Filed Nov 13, 2020 21:14 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | SaleClass B Common Stock · Derivative | 750 | $18.87 | $14,148.75 |
DisclosureSEC source: 0001127602-20-028976 · form4.xml · derivative · entry 5 TAPLIN THEODORE D · CIK 0001247974 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate LLC interest in shares held by Abigail II, LLC Disclosed balance after: 750 Underlying: Class A Common Stock · 750 shares Expires not disclosed F1 · derivative.exercise_price: N/A F1 · derivative.exercise_date: N/A F1 · derivative.expiration_date: N/A Read SEC document |
| November 11, 2020 Filed Nov 13, 2020 21:14 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | SaleClass A Common Stock | 750 | $18.87 | $14,148.75 |
DisclosureSEC source: 0001127602-20-028976 · form4.xml · nonDerivative · entry 2 TAPLIN THEODORE D · CIK 0001247974 · 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 Read SEC document |
| November 11, 2020 Filed Nov 13, 2020 21:14 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | SaleClass A Common Stock | 750 | $18.87 | $14,148.75 |
DisclosureSEC source: 0001127602-20-028976 · form4.xml · nonDerivative · entry 1 TAPLIN THEODORE D · CIK 0001247974 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate LLC interest in shares held by Abigail II, LLC Disclosed balance after: 750 Read SEC document |
| November 09, 2020 Filed Nov 12, 2020 21:19 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass B Common Stock · Derivative | 19,076 | $52.42 | $999,963.92 |
DisclosureSEC source: 0001127602-20-028787 · form4.xml · derivative · entry 3 TAPLIN THEODORE D · CIK 0001247974 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 11,061 Underlying: Class A Common Stock · 19,076 shares Expires not disclosed F1 · derivative.exercise_price: N/A F2 · kind: Reporting Person shares were used to retire a personal loan. F1 · derivative.exercise_date: N/A F1 · derivative.expiration_date: N/A Read SEC document |
| April 30, 2020 Filed Jun 4, 2020 18:11 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass B Common Stock · Derivative | 13,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-018786 · form4.xml · derivative · entry 4 TAPLIN THEODORE D · CIK 0001247974 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 14,957 Underlying: Class A Common Stock · 13,000 shares Expires not disclosed F1 · derivative.exercise_price: N/A F1 · derivative.exercise_date: N/A F1 · derivative.expiration_date: N/A Read SEC document |
| November 05, 2019 Filed Nov 6, 2019 19:39 UTC | HYSTER-YALE, INC. HY · Entity 5370 | SaleClass A Common Stock | 1,018 | $56.79 | $57,812.22 |
DisclosureSEC source: 0001127602-19-032017 · form4.xml · nonDerivative · entry 1 TAPLIN THEODORE D · CIK 0001247974 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,939 F1 · price: Weighted Average-Share Price represents average price between $56.87and $56.67. Read SEC document |
| August 02, 2019 Filed Aug 6, 2019 18:00 UTC | HYSTER-YALE, INC. HY · Entity 5370 | SaleClass A Common Stock | 1,000 | $55.31 | $55,310.00 |
DisclosureSEC source: 0001127602-19-026132 · form4.xml · nonDerivative · entry 1 TAPLIN THEODORE D · CIK 0001247974 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,957 F1 · price: Share Price represents average price between $55.23 and $55.41. Read SEC document |
| March 14, 2019 Filed Mar 15, 2019 18:19 UTC | HYSTER-YALE, INC. HY · Entity 5370 | SaleClass A Common Stock | 2,480 | $63.65 | $157,852.00 |
DisclosureSEC source: 0001127602-19-011514 · form4.xml · nonDerivative · entry 2 TAPLIN THEODORE D · CIK 0001247974 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,957 F1 · price: Share Price represents average price between $63.20 and $63.48. Read SEC document |
| March 13, 2019 Filed Mar 15, 2019 18:19 UTC | HYSTER-YALE, INC. HY · Entity 5370 | SaleClass A Common Stock | 20 | $65.25 | $1,305.00 |
DisclosureSEC source: 0001127602-19-011514 · form4.xml · nonDerivative · entry 1 TAPLIN THEODORE D · CIK 0001247974 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,437 Read SEC document |
| July 23, 2018 Filed Feb 8, 2019 19:04 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass B Common Stock · Derivative | 3,368 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-004724 · form5.xml · derivative · entry 4 TAPLIN THEODORE D · CIK 0001247974 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate LLC interest in shares held by Abigail LLC Disclosed balance after: 18,707 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 19:04 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass A Common Stock | 3,368 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-004724 · form5.xml · nonDerivative · entry 1 TAPLIN THEODORE D · CIK 0001247974 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate LLC interest in shares held by Abigail LLC Disclosed balance after: 18,707 F1 · price: N/A Read SEC document |
| July 23, 2018 Filed Feb 13, 2019 19:41 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 19,591 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-005590 · form5.xml · nonDerivative · entry 1 TAPLIN THEODORE D · CIK 0001247974 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate Membership interest in shares held by Abigail LLC Disclosed balance after: 108,844 Read SEC document |
| July 23, 2018 Filed Feb 14, 2019 16:34 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GiftClass A Common Stock | 3,368 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-005909 · form5.xml · nonDerivative · entry 1 TAPLIN THEODORE D · CIK 0001247974 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate membership interest in shares held by Abigail LLC Disclosed balance after: 18,707 F1 · price: N/A Read SEC document |
| June 08, 2018 Filed Jun 8, 2018 16:29 UTC | HYSTER-YALE, INC. HY · Entity 5370 | SaleClass A Common Stock | 445 | $69.43 | $30,894.30 |
DisclosureSEC source: 0001127602-18-020448 · form4.xml · nonDerivative · entry 3 TAPLIN THEODORE D · CIK 0001247974 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,457 Read SEC document |
| June 08, 2018 Filed Jun 8, 2018 16:29 UTC | HYSTER-YALE, INC. HY · Entity 5370 | SaleClass A Common Stock | 100 | $69.52 | $6,952.00 |
DisclosureSEC source: 0001127602-18-020448 · form4.xml · nonDerivative · entry 2 TAPLIN THEODORE D · CIK 0001247974 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,902 Read SEC document |
| June 08, 2018 Filed Jun 8, 2018 16:29 UTC | HYSTER-YALE, INC. HY · Entity 5370 | SaleClass A Common Stock | 470 | $69.53 | $32,679.05 |
DisclosureSEC source: 0001127602-18-020448 · form4.xml · nonDerivative · entry 1 TAPLIN THEODORE D · CIK 0001247974 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,002 Read SEC document |
| May 14, 2018 Filed May 15, 2018 14:36 UTC | HYSTER-YALE, INC. HY · Entity 5370 | SaleClass A Common Stock | 1,000 | $68.20 | $68,204.00 |
DisclosureSEC source: 0001127602-18-017462 · form4.xml · nonDerivative · entry 1 TAPLIN THEODORE D · CIK 0001247974 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,472 Read SEC document |
| May 10, 2018 Filed May 11, 2018 19:36 UTC | HYSTER-YALE, INC. HY · Entity 5370 | SaleClass A Common Stock | 600 | $67.72 | $40,629.00 |
DisclosureSEC source: 0001127602-18-017171 · form4.xml · nonDerivative · entry 2 TAPLIN THEODORE D · CIK 0001247974 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,472 Read SEC document |
| May 10, 2018 Filed May 11, 2018 19:36 UTC | HYSTER-YALE, INC. HY · Entity 5370 | SaleClass A Common Stock | 400 | $67.05 | $26,820.00 |
DisclosureSEC source: 0001127602-18-017171 · form4.xml · nonDerivative · entry 1 TAPLIN THEODORE D · CIK 0001247974 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,072 Read SEC document |
| March 08, 2018 Filed Mar 9, 2018 19:00 UTC | HYSTER-YALE, INC. HY · Entity 5370 | SaleClass A Common Stock | 854 | $69.65 | $59,482.38 |
DisclosureSEC source: 0001127602-18-010905 · form4.xml · nonDerivative · entry 1 TAPLIN THEODORE D · CIK 0001247974 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Trust Disclosed balance after: 28 Read SEC document |
| September 22, 2017 Filed Sep 25, 2017 21:28 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | OtherClass A Common Stock | 980 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-028019 · form4.xml · nonDerivative · entry 4 TAPLIN THEODORE D · CIK 0001247974 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate membership interest in shares held by Abigail II, LLC Disclosed balance after: 1,500 F1 · kind: Shares transferred by 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 21:28 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | OtherClass A Common Stock | 980 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-028019 · form4.xml · nonDerivative · entry 3 TAPLIN THEODORE D · CIK 0001247974 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,283 F1 · kind: Shares transferred by 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 21:28 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | OtherClass A Common Stock | 520 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-028019 · form4.xml · nonDerivative · entry 2 TAPLIN THEODORE D · CIK 0001247974 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate membership interest in shares held by Abigail II, LLC Disclosed balance after: 520 F1 · kind: Shares transferred by 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 21:28 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | OtherClass A Common Stock | 520 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-028019 · form4.xml · nonDerivative · entry 1 TAPLIN THEODORE D · CIK 0001247974 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,263 F1 · kind: Shares transferred by 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 |
| August 15, 2017 Filed Aug 17, 2017 21:11 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | OtherClass A Common Stock | 3,835 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-025953 · form4.xml · nonDerivative · entry 2 TAPLIN THEODORE D · CIK 0001247974 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate membership interest in shares held by Abigail LLC Disclosed balance after: 15,339 F3 · kind: Distribution of interests in Abigail LLC pursuant to the terms of a settlement agreement. F2 · price: N/A Read SEC document |
| August 15, 2017 Filed Oct 4, 2017 18:05 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 22,313 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-029104 · form4.xml · nonDerivative · entry 2 TAPLIN THEODORE D · CIK 0001247974 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate Membership interest in shares held by Abigail LLC Disclosed balance after: 89,253 Read SEC document |
| February 08, 2017 Filed Aug 17, 2017 21:11 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | OtherClass A Common Stock | 1,421 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-025953 · form4.xml · nonDerivative · entry 1 TAPLIN THEODORE D · CIK 0001247974 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,783 F1 · kind: Shares distributed from Beatrice Taplin 2011 GRAT as per the terms of the GRAT. F2 · price: N/A Read SEC document |
| February 08, 2017 Filed Oct 4, 2017 18:05 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass B Common Stock · Derivative | 1,957 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-029104 · form4.xml · derivative · entry 4 TAPLIN THEODORE D · CIK 0001247974 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 1,957 Underlying: Class A Common Stock · 1,957 shares Expires not disclosed F2 · derivative.exercise_price: N/A F1 · kind: Transfer pursuant to the terms of the Bea Taplin 2011 Taplin Annuity Trust #1 F2 · derivative.exercise_date: N/A F2 · derivative.expiration_date: N/A Read SEC document |
| February 08, 2017 Filed Oct 4, 2017 18:05 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 882 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-029104 · form4.xml · nonDerivative · entry 1 TAPLIN THEODORE D · CIK 0001247974 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Trust Disclosed balance after: 882 F1 · kind: Transfer pursuant to the terms of the Bea Taplin 2011 Taplin Annuity Trust #1 Read SEC document |
| March 01, 2016 Filed Feb 14, 2017 21:13 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 3,925 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-006000 · form5.xml · nonDerivative · entry 1 TAPLIN THEODORE D · CIK 0001247974 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,472 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.