Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Hamilton Beach Brands Holding CoHBB · Entity 5625 | VP, GC and Secretary | March 16, 2021 | March 18, 2021 |
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.
Hamilton Beach Brands Holding Co
Report date March 16, 2021 · Filed March 18, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 16,754 |
Reported balance
After 2021-03-16 transaction · row 1
1 source rowRow 1 · 2021-03-16 · Grant · Acquired 7,634 · Balance 16,754 F1: Shares of Class A Common Stock awarded to the Reporting Person under the Company's Executive Long-Term Incentive Compensation Plan. |
| Class B Common StockSEC Table II · derivative / convertible security | Direct | 1 |
Reported balance
Holding disclosure · report date 2021-03-16 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 1 F2: N/A |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of Class A Common Stock awarded to the Reporting Person under the Company's Executive Long-Term Incentive Compensation Plan.
F2: 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 |
|---|---|---|---|---|---|---|
| March 16, 2021 Filed Mar 18, 2021 13:23 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GrantClass A Common Stock | 7,634 | $18.21 | $139,015.14 |
DisclosureSEC source: 0001127602-21-011283 · form4.xml · nonDerivative · entry 1 Sykes Dana B · CIK 0001717711 · VP, GC and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,754 F1 · kind: Shares of Class A Common Stock awarded to the Reporting Person under the Company's Executive Long-Term Incentive Compensation Plan. Read SEC document |
| February 25, 2020 Filed Feb 26, 2020 16:16 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GrantClass A Common Stock | 4,354 | $13.84 | $60,237.59 |
DisclosureSEC source: 0001127602-20-007917 · form4.xml · nonDerivative · entry 1 Sykes Dana B · CIK 0001717711 · VP, GC and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,120 F1 · kind: Shares of Class A Common Stock awarded to the Reporting Person under the Company's Executive Long-Term Incentive Compensation Plan. Read SEC document |
| February 12, 2019 Filed Feb 13, 2019 19:52 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GrantClass A Common Stock | 4,765 | $24.97 | $118,958.23 |
DisclosureSEC source: 0001127602-19-005783 · form4.xml · nonDerivative · entry 1 Sykes Dana B · CIK 0001717711 · VP, GC and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,766 F1 · kind: Shares of Class A Common Stock awarded to the Reporting Person under the Company's Executive Long-Term Incentive Compensation Plan. Read SEC document |
| September 26, 2017 Filed Sep 28, 2017 14:44 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass B Common Stock · Derivative | 2 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-028300 · form4.xml · derivative · entry 2 Sykes Dana B · CIK 0001717711 · VP, GC and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2 Underlying: Class A Common Stock · 2 shares Expires not disclosed F2 · derivative.exercise_price: N/A F1 · kind: In connection with the spin-off of Hamilton Beach Brands Holding Company ("Hamilton Beach") by NACCO Industries, Inc. ("NACCO"), NACCO will distribute all of the outstanding shares of Hamilton Beach common stock held by NACCO to NACCO common stockholders as of the record date, which was the close of business on September 26, 2017 (the "Record Date"). For each share of NACCO Class A common stock held on the Record Date, NACCO will distribute one share of Hamilton Beach Class A common stock and one share of Hamilton Beach Class B common stock. Similarly, for each share of NACCO Class B common stock held on the Record Date, NACCO will distribute one share of Hamilton Beach Class A common stock and one share of Hamilton Beach Class B common stock. F2 · price: N/A F2 · derivative.exercise_date: N/A F2 · derivative.expiration_date: N/A Read SEC document |
| September 26, 2017 Filed Sep 28, 2017 14:44 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass A Common Stock | 2 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-028300 · form4.xml · nonDerivative · entry 1 Sykes Dana B · CIK 0001717711 · VP, GC and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2 F1 · kind: In connection with the spin-off of Hamilton Beach Brands Holding Company ("Hamilton Beach") by NACCO Industries, Inc. ("NACCO"), NACCO will distribute all of the outstanding shares of Hamilton Beach common stock held by NACCO to NACCO common stockholders as of the record date, which was the close of business on September 26, 2017 (the "Record Date"). For each share of NACCO Class A common stock held on the Record Date, NACCO will distribute one share of Hamilton Beach Class A common stock and one share of Hamilton Beach Class B common stock. Similarly, for each share of NACCO Class B common stock held on the Record Date, NACCO will distribute one share of Hamilton Beach Class A common stock and one share of Hamilton Beach Class B common stock. F1 · price: In connection with the spin-off of Hamilton Beach Brands Holding Company ("Hamilton Beach") by NACCO Industries, Inc. ("NACCO"), NACCO will distribute all of the outstanding shares of Hamilton Beach common stock held by NACCO to NACCO common stockholders as of the record date, which was the close of business on September 26, 2017 (the "Record Date"). For each share of NACCO Class A common stock held on the Record Date, NACCO will distribute one share of Hamilton Beach Class A common stock and one share of Hamilton Beach Class B common stock. Similarly, for each share of NACCO Class B common stock held on the Record Date, NACCO will distribute one share of Hamilton Beach Class A common stock and one share of Hamilton Beach Class B common stock. 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.