Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HYSTER-YALE, INC.HY · Entity 5370 | Director | October 01, 2026 | October 01, 2026 |
| Hamilton Beach Brands Holding CoHBB · Entity 5625 | Member of a Group | June 07, 2024 | June 10, 2024 |
| NACCO INDUSTRIES INCNC · Entity 5896 | Director | October 01, 2026 | October 01, 2026 |
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 October 01, 2026 · Filed October 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectHeld in Trust fbo Reporting Person | 391,596 |
Reported balance
After 2026-10-01 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 1,149 · Balance 391,596 F1: Award Share of Class A Common Stock award to the Reporting Person as "Required Shares" in the company's Non-Employee Director's Equity Compensation Plan. |
| Class A Common StockSEC Table I · non-derivative | IndirectProportionate interest in shares held by Abigail LLC held in trust fbo reporting person | 108,844 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 108,844 |
| Class A Common StockSEC Table I · non-derivative | IndirectProportionate interest in shares held by Corky LLC | 61,138 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 61,138 |
| Class A Common StockSEC Table I · non-derivative | IndirectHeld by Spouse | 11,510 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 11,510 F2: Reporting Person disclaims beneficial ownership of all such shares. |
| Class A Common StockSEC Table I · non-derivative | IndirectProp interests in shares held by Abigail LLC in Ted Taplin Common Trust which Rep Person is Trustee | 108,844 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 108,844 |
| Class A Common StockSEC Table I · non-derivative | IndirectReporting Person is trustee of trust fbo Reporting Person children | 11,143 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 11,143 |
Filing footnotes · ownership attribution and instrument terms
F1: Award Share of Class A Common Stock award to the Reporting Person as "Required Shares" in the company's Non-Employee Director's Equity Compensation Plan.
F2: Reporting Person disclaims beneficial ownership of all such shares.
Hamilton Beach Brands Holding Co
Report date June 07, 2024 · Filed June 10, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectProportionate interest in shares held by Abigail LLC, in trust fbo the Estate of T. D. Taplin | 0 |
Reported balance
After 2024-06-07 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2024-06-07 · Gift · Disposed 37,414 · Balance 0 F1: Shares of Class A Common Stock transferred pursuant to the terms of a trust fbo the Estate of T. D. Taplin. F2: N/A |
| Class A Common StockSEC Table I · non-derivative | IndirectProp int in shares held by Abigail LLC in The Ted Taplin Common Trust of which Rep Person is Trustee | 37,414 |
Reported balance
After 2024-06-07 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2024-06-07 · Gift · Acquired 37,414 · Balance 37,414 F1: Shares of Class A Common Stock transferred pursuant to the terms of a trust fbo the Estate of T. D. Taplin. F2: N/A F3: Reporting Person disclaims beneficial ownership of all such shares. |
| Class A Common StockSEC Table I · non-derivative | IndirectReporting person serves as Trustee of trust fbo the Estate of T. D. Taplin | 0 |
Reported balance
After 2024-06-07 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2024-06-07 · Gift · Disposed 40,566 · Balance 0 F1: Shares of Class A Common Stock transferred pursuant to the terms of a trust fbo the Estate of T. D. Taplin. F4: N/A |
| Class A Common StockSEC Table I · non-derivative | IndirectReporting Person serves as Trustee of The Ted Taplin Common Trust | 40,566 |
Reported balance
After 2024-06-07 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2024-06-07 · Gift · Acquired 40,566 · Balance 40,566 F1: Shares of Class A Common Stock transferred pursuant to the terms of a trust fbo the Estate of T. D. Taplin. F4: N/A F3: Reporting Person disclaims beneficial ownership of all such shares. |
| Class A Common StockSEC Table I · non-derivative | Direct | 79,770 |
Reported balance
Holding disclosure · report date 2024-06-07 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 79,770 |
| Class A Common StockSEC Table I · non-derivative | IndirectHeld by Spouse | 11,510 |
Reported balance
Holding disclosure · report date 2024-06-07 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 11,510 F3: Reporting Person disclaims beneficial ownership of all such shares. |
| Class A Common StockSEC Table I · non-derivative | IndirectProportionate LLC interest in shares held by Abigail II, LLC | 314,190 |
Reported balance
Holding disclosure · report date 2024-06-07 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 314,190 |
| Class A Common StockSEC Table I · non-derivative | IndirectProportionate LLC interest in shares held by Abigail LLC | 37,414 |
Reported balance
Holding disclosure · report date 2024-06-07 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 37,414 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of Class A Common Stock transferred pursuant to the terms of a trust fbo the Estate of T. D. Taplin.
F2: N/A
F3: Reporting Person disclaims beneficial ownership of all such shares.
F4: N/A
NACCO INDUSTRIES INC
Report date October 01, 2026 · Filed October 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust | 67,832 |
Reported balance
After 2026-10-01 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 663 · Balance 67,832 F1: Shares of Class A Common Stock awarded to the Reporting Person as "Required Shares" under the company's Non-Employee Directors' Equity Compensation Plan. F2: N/A F3: Held in Trust for the benefit of Reporting Person. |
| Class A Common StockSEC Table I · non-derivative | IndirectProportionate membership interest in shares held by Abigail II, LLC | 157,095 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 157,095 |
| 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 2026-10-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 18,707 |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Spouse | 5,755 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 5,755 F4: By Spouse. Reporting Person disclaims beneficial ownership of all such shares. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust/GC#5 | 9,785 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 9,785 F5: Reporting Person serves as co-trustee with PNC Bank of Trusts for the benefit of Reporting Person's children. Reporting Person disclaims beneficial ownership of all such shares. |
| Class A Common StockSEC Table I · non-derivative | IndirectTrust/GC#4 | 9,785 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 9,785 F5: Reporting Person serves as co-trustee with PNC Bank of Trusts for the benefit of Reporting Person's children. Reporting Person disclaims beneficial ownership of all such shares. |
| Class A Common StockSEC Table I · non-derivative | IndirectTrust/GC#1 | 5,250 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 5,250 F5: Reporting Person serves as co-trustee with PNC Bank of Trusts for the benefit of Reporting Person's children. Reporting Person disclaims beneficial ownership of all such shares. |
| Class A Common StockSEC Table I · non-derivative | IndirectTrust/GC#2 | 12,649 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 12,649 F5: Reporting Person serves as co-trustee with PNC Bank of Trusts for the benefit of Reporting Person's children. Reporting Person disclaims beneficial ownership of all such shares. |
| Class A Common StockSEC Table I · non-derivative | IndirectTrust/GC#3 | 12,649 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 12,649 F5: Reporting Person serves as co-trustee with PNC Bank of Trusts for the benefit of Reporting Person's children. Reporting Person disclaims beneficial ownership of all such shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of Class A Common Stock awarded to the Reporting Person as "Required Shares" under the company's Non-Employee Directors' Equity Compensation Plan.
F2: N/A
F3: Held in Trust for the benefit of Reporting Person.
F4: By Spouse. Reporting Person disclaims beneficial ownership of all such shares.
F5: Reporting Person serves as co-trustee with PNC Bank of Trusts for the benefit of Reporting Person's children. Reporting Person disclaims beneficial ownership of all such shares.
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 15:47 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass B Common Stock · Derivative | 5,755 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016840 · form4.xml · derivative · entry 11 TAPLIN BRITTON T · CIK 0001247982 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Spouse Disclosed balance after: 0 Underlying: Class A Common Stock · 5,755 shares Expires not disclosed F3 · 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. F3 · price: N/A F3 · derivative.exercise_date: N/A F3 · derivative.expiration_date: N/A F4 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| June 03, 2022 Filed Jun 6, 2022 15:47 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass B Common Stock · Derivative | 157,095 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016840 · form4.xml · derivative · entry 10 TAPLIN BRITTON T · CIK 0001247982 · Director 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 · 157,095 shares Expires not disclosed F3 · 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. F3 · price: N/A F3 · derivative.exercise_date: N/A F3 · derivative.expiration_date: N/A Read SEC document |
| June 03, 2022 Filed Jun 6, 2022 15:47 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass B Common Stock · Derivative | 20,283 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016840 · form4.xml · derivative · entry 9 TAPLIN BRITTON T · CIK 0001247982 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Reporting person serves as Trustee of trust fbo the Estate of T. D. Taplin Disclosed balance after: 0 Underlying: Class A Common Stock · 20,283 shares Expires not disclosed F3 · 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. F3 · price: N/A F3 · derivative.exercise_date: N/A F3 · derivative.expiration_date: N/A Read SEC document |
| June 03, 2022 Filed Jun 6, 2022 15:47 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass B Common Stock · Derivative | 18,707 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016840 · form4.xml · derivative · entry 8 TAPLIN BRITTON T · CIK 0001247982 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate LLC interest in shares held by Abigail LLC Disclosed balance after: 0 Underlying: Class A Common Stock · 18,707 shares Expires not disclosed F3 · 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. F3 · price: N/A F3 · derivative.exercise_date: N/A F3 · derivative.expiration_date: N/A Read SEC document |
| June 03, 2022 Filed Jun 6, 2022 15:47 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass B Common Stock · Derivative | 39,885 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016840 · form4.xml · derivative · entry 7 TAPLIN BRITTON T · CIK 0001247982 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 39,885 shares Expires not disclosed F3 · 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 · shares: Reflects de minimus adjustments to shares held before transaction F3 · price: N/A F3 · derivative.exercise_date: N/A F3 · derivative.expiration_date: N/A Read SEC document |
| June 03, 2022 Filed Jun 6, 2022 15:47 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass A Common Stock | 18,707 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016840 · form4.xml · nonDerivative · entry 6 TAPLIN BRITTON T · CIK 0001247982 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate interest in shares held by Abigail LLC, in trust fbo the Estate of T. D. Taplin Disclosed balance after: 37,414 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. F3 · price: N/A Read SEC document |
| June 03, 2022 Filed Jun 6, 2022 15:47 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass A Common Stock | 5,755 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016840 · form4.xml · nonDerivative · entry 5 TAPLIN BRITTON T · CIK 0001247982 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Spouse Disclosed balance after: 11,510 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. F3 · price: N/A F4 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| June 03, 2022 Filed Jun 6, 2022 15:47 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass A Common Stock | 157,095 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016840 · form4.xml · nonDerivative · entry 4 TAPLIN BRITTON T · CIK 0001247982 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate LLC interest in shares held by Abigail II, LLC Disclosed balance after: 314,190 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. F3 · price: N/A Read SEC document |
| June 03, 2022 Filed Jun 6, 2022 15:47 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass A Common Stock | 20,283 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016840 · form4.xml · nonDerivative · entry 3 TAPLIN BRITTON T · CIK 0001247982 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Reporting person serves as Trustee of trust fbo the Estate of T. D. Taplin Disclosed balance after: 40,566 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. F3 · price: N/A Read SEC document |
| June 03, 2022 Filed Jun 6, 2022 15:47 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass A Common Stock | 18,707 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016840 · form4.xml · nonDerivative · entry 2 TAPLIN BRITTON T · CIK 0001247982 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate LLC interest in shares held by Abigail LLC Disclosed balance after: 37,414 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. F3 · price: N/A Read SEC document |
| June 03, 2022 Filed Jun 6, 2022 15:47 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass A Common Stock | 39,885 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016840 · form4.xml · nonDerivative · entry 1 TAPLIN BRITTON T · CIK 0001247982 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,770 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 · shares: Reflects de minimus adjustments to shares held before transaction F3 · price: N/A Read SEC document |
| April 02, 2022 Filed Apr 5, 2022 18:45 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GrantClass A Common Stock | 849 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-011431 · form4.xml · nonDerivative · entry 1 TAPLIN BRITTON T · CIK 0001247982 · Director · Director/Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held in Trust fbo Reporting Person Disclosed balance after: 381,338 F1 · kind: Award-Shares of Class A Common Stock awarded to the Reporting Person as "Required Shares" under the company's Non-Employee Directors' Equity Compensation Plan. Read SEC document |
| April 01, 2022 Filed Apr 1, 2022 21:51 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GrantClass A Common Stock | 841 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-010951 · form4.xml · nonDerivative · entry 1 TAPLIN BRITTON T · CIK 0001247982 · Director · Dir. and Member of Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,539 F1 · kind: Shares of Class A Common Stock awarded to the Reporting Person as "Required Shares" under the company's Non-Employee Directors' Equity Compensation Plan. F2 · price: N/A Read SEC document |
| March 01, 2022 Filed Feb 10, 2023 20:36 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-004416 · form5.xml · nonDerivative · entry 1 TAPLIN BRITTON T · CIK 0001247982 · Director · Director/Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held in Trust fbo Reporting Person Disclosed balance after: 379,069 Read SEC document |
| January 03, 2022 Filed Jan 4, 2022 21:10 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GrantClass A Common Stock | 808 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-000436 · form4.xml · nonDerivative · entry 1 TAPLIN BRITTON T · CIK 0001247982 · Director · Dir. and Member of Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,697 F1 · kind: Shares of Class A Common Stock awarded to the Reporting Person as "Required Shares" under the company's Non-Employee Directors' Equity Compensation Plan. F2 · price: N/A Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 18:55 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GrantClass A Common Stock | 742 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-000781 · form4.xml · nonDerivative · entry 1 TAPLIN BRITTON T · CIK 0001247982 · Director · Director/Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held in Trust fbo Reporting Person Disclosed balance after: 293,899 F1 · kind: Award-Shares of Class A Common Stock awarded to the Reporting Person as "Required Shares" under the company's Non-Employee Directors' Equity Compensation Plan. Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 22:25 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass B Common Stock · Derivative | 5,755 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031436 · form4.xml · derivative · entry 8 TAPLIN BRITTON T · CIK 0001247982 · Director · Director/Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held By Spouse Disclosed balance after: 0 Underlying: Class A Common Stock · 5,755 shares Expires not disclosed F3 · 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. F3 · derivative.exercise_date: N/A F3 · derivative.expiration_date: N/A F2 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 22:25 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass B Common Stock · Derivative | 11,061 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031436 · form4.xml · derivative · entry 7 TAPLIN BRITTON T · CIK 0001247982 · Director · Director/Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Reporting Person is trustee of trust. Disclosed balance after: 0 Underlying: Class A Common Stock · 11,061 shares Expires not disclosed F4 · 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. F4 · derivative.exercise_date: N/A F4 · derivative.expiration_date: N/A Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 22:25 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass B Common Stock · Derivative | 245,567 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031436 · form4.xml · derivative · entry 6 TAPLIN BRITTON T · CIK 0001247982 · Director · Director/Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 0 Underlying: Class A Common Stock · 245,567 shares Expires not disclosed F3 · 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. F3 · derivative.exercise_date: N/A F3 · derivative.expiration_date: N/A Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 22:25 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 5,755 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031436 · form4.xml · nonDerivative · entry 3 TAPLIN BRITTON T · CIK 0001247982 · Director · Director/Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Spouse Disclosed balance after: 11,510 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 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 22:25 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 11,061 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031436 · form4.xml · nonDerivative · entry 2 TAPLIN BRITTON T · CIK 0001247982 · Director · Director/Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Reporting Person is trustee of 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 |
| December 15, 2021 Filed Dec 17, 2021 22:25 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 245,567 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031436 · form4.xml · nonDerivative · entry 1 TAPLIN BRITTON T · CIK 0001247982 · Director · Director/Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held in Trust fbo Reporting Person Disclosed balance after: 293,157 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 |
| December 10, 2021 Filed Dec 14, 2021 20:54 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | OtherClass B Common Stock · Derivative | 5,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-030915 · form4.xml · derivative · entry 7 TAPLIN BRITTON T · CIK 0001247982 · Director · Dir. and Member of Group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust/Brother Disclosed balance after: 0 Underlying: Class A Common Stock · 5,000 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 Amended and Restated Stockholders' Agreement dated September 29, 2017 (as amended). F2 · price: N/A F2 · derivative.exercise_date: N/A F2 · derivative.expiration_date: N/A F3 · ownership.nature: Reporting Person serves as trustee of Theodore D. Taplin Estate. Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| December 10, 2021 Filed Dec 14, 2021 20:54 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | OtherClass A Common Stock | 5,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-030915 · form4.xml · nonDerivative · entry 1 TAPLIN BRITTON T · CIK 0001247982 · Director · Dir. and Member of Group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust/Brother Disclosed balance after: 20,283 F1 · kind: Class B shares were exchanged for Class A shares pursuant to the terms of the Amended and Restated Stockholders' Agreement dated September 29, 2017 (as amended). F2 · price: N/A F3 · ownership.nature: Reporting Person serves as trustee of Theodore D. Taplin Estate. Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| December 02, 2021 Filed Feb 10, 2022 18:54 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 74,545 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-004133 · form5.xml · nonDerivative · entry 2 TAPLIN BRITTON T · CIK 0001247982 · Director · Director/Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held in Trust fbo Reporting Person Disclosed balance after: 379,747 Read SEC document |
| December 02, 2021 Filed Feb 10, 2022 18:54 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 12,045 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-004133 · form5.xml · nonDerivative · entry 1 TAPLIN BRITTON T · CIK 0001247982 · Director · Director/Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held in Trust fbo Reporting Person Disclosed balance after: 379,747 Read SEC document |
| October 01, 2021 Filed Oct 1, 2021 19:38 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GrantClass A Common Stock | 1,014 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-026234 · form4.xml · nonDerivative · entry 1 TAPLIN BRITTON T · CIK 0001247982 · Director · Dir. and Member of Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,889 F1 · kind: Shares of Class A Common Stock awarded to the Reporting Person as "Required Shares" under the company's Non-Employee Directors' Equity Compensation Plan. F2 · price: N/A Read SEC document |
| October 01, 2021 Filed Oct 5, 2021 18:27 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GrantClass A Common Stock | 522 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-026656 · form4.xml · nonDerivative · entry 1 TAPLIN BRITTON T · CIK 0001247982 · Director · Director/Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held in Trust fbo Reporting Person Disclosed balance after: 47,590 F1 · kind: Award-Shares of Class A Common Stock awarded to the Reporting Person as "Required Shares" under the company's Non-Employee Directors' Equity Compensation Plan. Read SEC document |
| September 21, 2021 Filed Oct 5, 2021 18:27 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass B Common Stock · Derivative | 87,070 | $52.82 | $4,599,037.40 |
DisclosureSEC source: 0001127602-21-026656 · form4.xml · derivative · entry 4 TAPLIN BRITTON T · CIK 0001247982 · Director · Director/Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 245,567 Underlying: Class A Common Stock · 87,070 shares Expires not disclosed F3 · derivative.exercise_price: N/A F3 · derivative.exercise_date: N/A F3 · derivative.expiration_date: N/A Read SEC document |
| July 01, 2021 Filed Jul 1, 2021 20:12 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GrantClass A Common Stock | 1,056 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-021025 · form4.xml · nonDerivative · entry 1 TAPLIN BRITTON T · CIK 0001247982 · Director · Dir. and Member of Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,875 F1 · kind: Shares of Class A Common Stock awarded to the Reporting Person as "Required Shares" under the company's Non-Employee Directors' Equity Compensation Plan. F2 · price: N/A Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 19:03 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GrantClass A Common Stock | 393 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-021536 · form4.xml · nonDerivative · entry 1 TAPLIN BRITTON T · CIK 0001247982 · Director · Director/Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held in Trust fbo Reporting Person Disclosed balance after: 47,068 F1 · kind: Award-Shares of Class A Common Stock awarded to the Reporting Person as "Required Shares" under the company's Non-Employee Directors' Equity Compensation Plan. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 22:02 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GrantClass A Common Stock | 1,079 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-013243 · form4.xml · nonDerivative · entry 1 TAPLIN BRITTON T · CIK 0001247982 · Director · Dir. and Member of Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,819 F1 · kind: Shares of Class A Common Stock awarded to the Reporting Person as "Required Shares" under the company's Non-Employee Directors' Equity Compensation Plan. F2 · price: N/A Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 14:09 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GrantClass A Common Stock | 359 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-012853 · form4.xml · nonDerivative · entry 1 TAPLIN BRITTON T · CIK 0001247982 · Director · Director/Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held in Trust fbo Reporting Person Disclosed balance after: 46,675 F1 · kind: Award-Shares of Class A Common Stock awarded to the Reporting Person as "Required Shares" under the company's Non-Employee Directors' Equity Compensation Plan. Read SEC document |
| January 04, 2021 Filed Jan 4, 2021 21:15 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GrantClass A Common Stock | 1,047 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-000193 · form4.xml · nonDerivative · entry 1 TAPLIN BRITTON T · CIK 0001247982 · Director · Dir. and Member of Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,740 F1 · kind: Shares of Class A Common Stock awarded to the Reporting Person as "Required Shares" under the company's Non-Employee Directors' Equity Compensation Plan. F2 · price: N/A Read SEC document |
| January 01, 2021 Filed Jan 6, 2021 15:41 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GrantClass A Common Stock | 578 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-000887 · form4.xml · nonDerivative · entry 1 TAPLIN BRITTON T · CIK 0001247982 · Director · Director/Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held in Trust fbo Reporting Person Disclosed balance after: 16,576 F1 · kind: Award-Shares of Class A Common Stock awarded to the Reporting Person as "Required Shares" under the company's Non-Employee Directors' Equity Compensation Plan. Read SEC document |
| December 07, 2020 Filed Feb 11, 2021 01:38 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass B Common Stock · Derivative | 110,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-005063 · form5.xml · derivative · entry 4 TAPLIN BRITTON T · CIK 0001247982 · Director · Director/Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 158,497 Underlying: Class A Common Stock · 110,000 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 11, 2020 Filed Nov 13, 2020 21:35 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | PurchaseClass A Common Stock | 154,845 | $16.52 | $2,557,466.47 |
DisclosureSEC source: 0001127602-20-028990 · form4.xml · nonDerivative · entry 2 TAPLIN BRITTON T · CIK 0001247982 · Director · Dir. and Member of Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate membership interest in shares held by Abigail II, LLC Disclosed balance after: 157,095 F1 · kind: The shares conveyed in this transaction are part of a group of shares conveyed in exchange for a promissory note in the principal amount of $6,822,339 plus interest which will accrue at a rate of 0.39% per annum, the principal amount of which indebtedness will be due and owing on November 11, 2028 and the accrued interest will be due and owing annually during the term. Read SEC document |
| November 11, 2020 Filed Nov 13, 2020 21:35 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | PurchaseClass A Common Stock | 750 | $22.63 | $16,968.75 |
DisclosureSEC source: 0001127602-20-028990 · form4.xml · nonDerivative · entry 1 TAPLIN BRITTON T · CIK 0001247982 · Director · Dir. and Member of Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate membership interest in shares held by Abigail II, LLC Disclosed balance after: 2,250 Read SEC document |
| November 11, 2020 Filed Nov 13, 2020 21:15 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | PurchaseClass B Common Stock · Derivative | 154,845 | $13.77 | $2,132,370.50 |
DisclosureSEC source: 0001127602-20-028979 · form4.xml · derivative · entry 7 TAPLIN BRITTON T · CIK 0001247982 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate LLC interest in shares held by Abigail II, LLC Disclosed balance after: 157,095 Underlying: Class A Common Stock · 154,845 shares Expires not disclosed F3 · derivative.exercise_price: N/A F1 · price: The shares conveyed in this transaction are part of a group of shares conveyed in exchange for a promissory note in the principal amount of $6,822,339 plus interest which will accrue at a rate of 0.39% per annum, the principal amount of which indebtedness will be due and owing on November 11, 2028 and the accrued interest will be due and owing annually during the term. F3 · derivative.exercise_date: N/A F3 · derivative.expiration_date: N/A Read SEC document |
| November 11, 2020 Filed Nov 13, 2020 21:15 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | PurchaseClass B Common Stock · Derivative | 750 | $18.87 | $14,148.75 |
DisclosureSEC source: 0001127602-20-028979 · form4.xml · derivative · entry 6 TAPLIN BRITTON T · CIK 0001247982 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate LLC interest in shares held by Abigail II, LLC Disclosed balance after: 2,250 Underlying: Class A Common Stock · 750 shares Expires not disclosed F3 · derivative.exercise_price: N/A F3 · derivative.exercise_date: N/A F3 · derivative.expiration_date: N/A Read SEC document |
| November 11, 2020 Filed Nov 13, 2020 21:15 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | PurchaseClass A Common Stock | 154,845 | $13.77 | $2,132,370.50 |
DisclosureSEC source: 0001127602-20-028979 · form4.xml · nonDerivative · entry 2 TAPLIN BRITTON T · CIK 0001247982 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate LLC interest in shares held by Abigail II, LLC Disclosed balance after: 157,095 F1 · price: The shares conveyed in this transaction are part of a group of shares conveyed in exchange for a promissory note in the principal amount of $6,822,339 plus interest which will accrue at a rate of 0.39% per annum, the principal amount of which indebtedness will be due and owing on November 11, 2028 and the accrued interest will be due and owing annually during the term. Read SEC document |
| November 11, 2020 Filed Nov 13, 2020 21:15 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | PurchaseClass A Common Stock | 750 | $18.87 | $14,148.75 |
DisclosureSEC source: 0001127602-20-028979 · form4.xml · nonDerivative · entry 1 TAPLIN BRITTON T · CIK 0001247982 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate LLC interest in shares held by Abigail II, LLC Disclosed balance after: 2,250 Read SEC document |
| October 01, 2020 Filed Oct 2, 2020 20:01 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GrantClass A Common Stock | 1,153 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-026234 · form4.xml · nonDerivative · entry 1 TAPLIN BRITTON T · CIK 0001247982 · Director · Dir. and Member of Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,693 F1 · kind: Shares of Class A Common Stock awarded to the Reporting Person as "Required Shares" under the company's Non-Employee Directors' Equity Compensation Plan. F2 · price: N/A Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 18:41 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GrantClass A Common Stock | 733 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-026496 · form4.xml · nonDerivative · entry 1 TAPLIN BRITTON T · CIK 0001247982 · Director · Director/Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held in Trust fbo Reporting Person Disclosed balance after: 15,998 F1 · kind: Award-Shares of Class A Common Stock awarded to the Reporting Person as "Required Shares" under the company's Non-Employee Directors' Equity Compensation Plan. Read SEC document |
| July 01, 2020 Filed Jul 1, 2020 20:24 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GrantClass A Common Stock | 934 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-020660 · form4.xml · nonDerivative · entry 1 TAPLIN BRITTON T · CIK 0001247982 · Director · Dir. and Member of Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,540 F1 · kind: Shares of Class A Common Stock awarded to the Reporting Person as "Required Shares" under the company's Non-Employee Directors' Equity Compensation Plan. F2 · price: N/A Read SEC document |
| July 01, 2020 Filed Jul 2, 2020 18:21 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GrantClass A Common Stock | 777 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-020817 · form4.xml · nonDerivative · entry 1 TAPLIN BRITTON T · CIK 0001247982 · Director · Director/Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held in Trust fbo Reporting Person Disclosed balance after: 15,265 F1 · kind: Award-Shares of Class A Common Stock awarded to the Reporting Person as "Required Shares" under the company's Non-Employee Directors' Equity Compensation Plan. Read SEC document |
| July 01, 2020 Filed Jul 2, 2020 14:20 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GrantClass A Common Stock | 777 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-020741 · form4.xml · nonDerivative · entry 1 TAPLIN BRITTON T · CIK 0001247982 · Director · Director/Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held in Trust fbo Reporting Person Disclosed balance after: 15,265 F1 · kind: Award-Shares of Class A Common Stock awarded to the Reporting Person as "Required Shares" under the company's Non-Employee Directors' Equity Compensation Plan. Read SEC document |
| July 01, 2020 Filed Jul 2, 2020 14:18 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GrantClass A Common Stock | 777 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-020740 · form4.xml · nonDerivative · entry 1 TAPLIN BRITTON T · CIK 0001247982 · Director · Director/Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held in Trust fbo Reporting Person Disclosed balance after: 15,265 F1 · kind: Award-Shares of Class A Common Stock awarded to the Reporting Person as "Required Shares" under the company's Non-Employee Directors' Equity Compensation Plan. Read SEC document |
| April 30, 2020 Filed Jun 4, 2020 18:07 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass B Common Stock · Derivative | 13,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-018784 · form4.xml · derivative · entry 5 TAPLIN BRITTON T · CIK 0001247982 · Director · Director/Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 14,958 Underlying: Class A Common Stock · 13,000 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 |
| April 01, 2020 Filed Apr 2, 2020 22:01 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GrantClass A Common Stock | 603 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-012858 · form4.xml · nonDerivative · entry 1 TAPLIN BRITTON T · CIK 0001247982 · Director · Dir. and Member of Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,606 F1 · kind: Shares of Class A Common Stock awarded to the Reporting Person as "Required Shares" under the company's Non-Employee Directors' Equity Compensation Plan. F2 · price: N/A 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.