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 | March 25, 2020 | June 26, 2020 |
| Hamilton Beach Brands Holding CoHBB · Entity 5625 | 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 March 25, 2020 · Filed June 26, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectSon is Trustee of Trust fbo reporting person representing interest in shares held by RA V | 0 |
Reported balance
After 2020-03-25 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2020-03-25 · Gift · Disposed 25,132 · Balance 0 |
Hamilton Beach Brands Holding Co
Report date September 29, 2017 · Filed October 05, 2017 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectCTR Main Trust | 0 |
Reported balance
Holding disclosure · report date 2017-09-29 · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · Balance 0 |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectCTR Main Trust | Not disclosed |
Reported balance
Holding disclosure · report date 2017-09-29 · row 2
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 2 · Balance Not disclosed 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 |
|---|---|---|---|---|---|---|
| September 21, 2016 Filed Sep 22, 2016 15:32 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 1,038 | $48.57 | $50,417.84 |
DisclosureSEC source: 0001127602-16-063054 · form4.xml · nonDerivative · entry 4 RANKIN CLARA L T · CIK 0000903224 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Son is Trustee of Trust fbo reporting person representing interest in shares held by RA VI Disclosed balance after: 3,116 F2 · price: Sept 21, 2016-Weighted Average- Share Price represents weighted average price between $48.25 and $48.70. Read SEC document |
| September 21, 2016 Filed Sep 22, 2016 15:32 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 6,853 | $48.57 | $332,864.60 |
DisclosureSEC source: 0001127602-16-063054 · form4.xml · nonDerivative · entry 3 RANKIN CLARA L T · CIK 0000903224 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Son is Trustee of Trust fbo reporting person representing interest in shares held by RA V Disclosed balance after: 20,561 F2 · price: Sept 21, 2016-Weighted Average- Share Price represents weighted average price between $48.25 and $48.70. Read SEC document |
| September 20, 2016 Filed Sep 22, 2016 15:32 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 1,039 | $48.36 | $50,245.31 |
DisclosureSEC source: 0001127602-16-063054 · form4.xml · nonDerivative · entry 2 RANKIN CLARA L T · CIK 0000903224 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Son is Trustee of Trust fbo reporting person representing interest in shares held by RA VI Disclosed balance after: 2,078 F1 · price: Sept 20, 2016-Weighted Average- Share Price represents weighted average price between $48.15 and $48.55. Read SEC document |
| September 20, 2016 Filed Sep 22, 2016 15:32 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 6,854 | $48.36 | $331,454.64 |
DisclosureSEC source: 0001127602-16-063054 · form4.xml · nonDerivative · entry 1 RANKIN CLARA L T · CIK 0000903224 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Son is Trustee of Trust fbo reporting person representing interest in shares held by RA V Disclosed balance after: 13,708 F1 · price: Sept 20, 2016-Weighted Average- Share Price represents weighted average price between $48.15 and $48.55. Read SEC document |
| September 19, 2016 Filed Sep 21, 2016 17:00 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 1,039 | $48.46 | $50,347.13 |
DisclosureSEC source: 0001127602-16-062987 · form4.xml · nonDerivative · entry 2 RANKIN CLARA L T · CIK 0000903224 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Son is Trustee of Trust fbo reporting person representing interest in shares held by RA VI Disclosed balance after: 1,039 F1 · price: Weighted Average- Share Price represents weighted average price between $48.24 and $48.68. Read SEC document |
| September 19, 2016 Filed Sep 21, 2016 17:00 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 6,854 | $48.46 | $332,126.33 |
DisclosureSEC source: 0001127602-16-062987 · form4.xml · nonDerivative · entry 1 RANKIN CLARA L T · CIK 0000903224 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Son is Trustee of Trust fbo reporting person representing interest in shares held by RA V Disclosed balance after: 6,854 F1 · price: Weighted Average- Share Price represents weighted average price between $48.24 and $48.68. 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.