Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
HYSTER-YALE, INC.
Report date March 01, 2016 · Filed March 13, 2017 · Amendment
Section 16 reporting ended · disclosed 2017-03-13. Current position is not established by this disclosure.
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 | Direct | 1,204 |
Reported balance
After 2016-03-01 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2016-03-01 · Other · Disposed 22,427 · Balance 1,204 F1: mere change in form of ownership |
| Class A Common StockSEC Table I · non-derivative | IndirectHeld by Trust fbo Reporting Person | 31,210 |
Reported balance
After 2016-03-01 transaction · row 2
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 2 · 2016-03-01 · Other · Acquired 22,427 · Balance 31,210 F1: mere change in form of ownership |
| Class A Common StockSEC Table I · non-derivative | IndirectHeld by Trust fbo Reporting Person | 32,714 |
Reported balance
After 2017-02-27 transaction · row 3
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 3 · 2017-02-27 · Exercise / conversion · Acquired 1,504 · Balance 32,714 F2: LTIP Award-Shares of Class A Common Stock awarded to the Reporting Person under the company's Long-Term Incentive Compensation Plan F3: Original Form 4 included incorrect number of shares [awarded pursuant to the Company's Long-Term Incentive Compensation Plan] |
| Class A Common StockSEC Table I · non-derivative | IndirectHeld by Trust fbo Reporting Person | 32,666 |
Reported balance
After 2017-02-27 transaction · row 4
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 4 · 2017-02-27 · Tax withholding · Disposed 48 · Balance 32,666 F4: Cashless-Exercise-Award shares that Reporting Person surrendered to Company in order to satisfy his/her tax withholding obligations with respect to his/her LTIP Stock Award |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Spouse | 162 |
Reported balance
Holding disclosure · report date 2016-03-01 · row 5
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 5 · Balance 162 F5: Reporting Person disclaims beneficial ownership of all such shares. |
| Class A Common StockSEC Table I · non-derivative | IndirectHeld by GRAT | 12,800 |
Reported balance
Holding disclosure · report date 2016-03-01 · row 6
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 6 · Balance 12,800 |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectBy Spouse | 0 |
Reported balance
Holding disclosure · report date 2016-03-01 · row 7
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 7 · Balance 0 F6: N/A F5: Reporting Person disclaims beneficial ownership of all such shares. |
| Class B Common StockSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
Holding disclosure · report date 2016-03-01 · row 8
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 8 · Balance 0 F6: N/A |
Filing footnotes · ownership attribution and instrument terms
F1: mere change in form of ownership
F2: LTIP Award-Shares of Class A Common Stock awarded to the Reporting Person under the company's Long-Term Incentive Compensation Plan
F3: Original Form 4 included incorrect number of shares [awarded pursuant to the Company's Long-Term Incentive Compensation Plan]
F4: Cashless-Exercise-Award shares that Reporting Person surrendered to Company in order to satisfy his/her tax withholding obligations with respect to his/her LTIP Stock Award
F5: Reporting Person disclaims beneficial ownership of all such shares.
F6: 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 |
|---|---|---|---|---|---|---|
| February 27, 2017 Filed Mar 1, 2017 20:12 UTC | HYSTER-YALE, INC. HY · Entity 5370 | Tax withholdingClass A Common Stock | 55 | $60.93 | $3,350.88 |
DisclosureSEC source: 0001127602-17-009166 · form4.xml · nonDerivative · entry 4 BITTENBENDER CHARLES A · CIK 0001247850 · VP, GC and Secretary 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Trust fbo Reporting Person Disclosed balance after: 32,683 F3 · kind: Cashless-Exercise-Award shares that Reporting Person surrendered to Company in order to satisfy his/her tax withholding obligations with respect to his/her LTIP Stock Award Read SEC document |
| February 27, 2017 Filed Mar 1, 2017 20:12 UTC | HYSTER-YALE, INC. HY · Entity 5370 | Exercise / conversionClass A Common Stock | 1,528 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-009166 · form4.xml · nonDerivative · entry 3 BITTENBENDER CHARLES A · CIK 0001247850 · VP, GC and Secretary 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Trust fbo Reporting Person Disclosed balance after: 32,738 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · kind: LTIP Award-Shares of Class A Common Stock awarded to the Reporting Person under the company's Long-Term Incentive Compensation Plan Read SEC document |
| February 27, 2017 Filed Mar 13, 2017 12:19 UTC Amendment | HYSTER-YALE, INC. HY · Entity 5370 | Tax withholdingClass A Common Stock | 48 | $60.93 | $2,924.40 |
DisclosureSEC source: 0001127602-17-011328 · form4a.xml · nonDerivative · entry 4 BITTENBENDER CHARLES A · CIK 0001247850 · VP, GC and Secretary 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Trust fbo Reporting Person Disclosed balance after: 32,666 F4 · kind: Cashless-Exercise-Award shares that Reporting Person surrendered to Company in order to satisfy his/her tax withholding obligations with respect to his/her LTIP Stock Award Read SEC document |
| February 27, 2017 Filed Mar 13, 2017 12:19 UTC Amendment | HYSTER-YALE, INC. HY · Entity 5370 | Exercise / conversionClass A Common Stock | 1,504 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-011328 · form4a.xml · nonDerivative · entry 3 BITTENBENDER CHARLES A · CIK 0001247850 · VP, GC and Secretary 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Trust fbo Reporting Person Disclosed balance after: 32,714 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · kind: LTIP Award-Shares of Class A Common Stock awarded to the Reporting Person under the company's Long-Term Incentive Compensation Plan F3 · shares: Original Form 4 included incorrect number of shares [awarded pursuant to the Company's Long-Term Incentive Compensation Plan] Read SEC document |
| March 01, 2016 Filed Mar 1, 2017 20:12 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 22,427 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-009166 · form4.xml · nonDerivative · entry 2 BITTENBENDER CHARLES A · CIK 0001247850 · VP, GC and Secretary 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Trust fbo Reporting Person Disclosed balance after: 31,210 F1 · kind: mere change in form of ownership Read SEC document |
| March 01, 2016 Filed Mar 1, 2017 20:12 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 22,427 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-009166 · form4.xml · nonDerivative · entry 1 BITTENBENDER CHARLES A · CIK 0001247850 · VP, GC and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,204 F1 · kind: mere change in form of ownership Read SEC document |
| March 01, 2016 Filed Mar 13, 2017 12:19 UTC Amendment | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 22,427 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-011328 · form4a.xml · nonDerivative · entry 2 BITTENBENDER CHARLES A · CIK 0001247850 · VP, GC and Secretary 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Trust fbo Reporting Person Disclosed balance after: 31,210 F1 · kind: mere change in form of ownership Read SEC document |
| March 01, 2016 Filed Mar 13, 2017 12:19 UTC Amendment | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 22,427 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-011328 · form4a.xml · nonDerivative · entry 1 BITTENBENDER CHARLES A · CIK 0001247850 · VP, GC and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,204 F1 · kind: mere change in form of ownership 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.