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 |
|---|---|---|---|---|---|---|
| February 08, 2017 Filed Apr 5, 2017 12:03 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass B Common Stock · Derivative | 1,958 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-014226 · 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: 1,958 Underlying: Class A Common Stock · 1,958 shares Expires not disclosed F4 · derivative.exercise_price: N/A F5 · kind: Transfer pursuant to the terms of the Bea Taplin 2011 Taplin Annuity Trust #1 F4 · derivative.exercise_date: N/A F4 · derivative.expiration_date: N/A Read SEC document |
| February 08, 2017 Filed Apr 5, 2017 12:03 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 882 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-014226 · 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: 8,605 F1 · kind: Transfer pursuant to the terms of the Bea Taplin 2011 Taplin Annuity Trust #1 Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 22:03 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GrantClass A Common Stock | 243 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-001110 · 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: 39,353 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, 2017 Filed Jan 5, 2017 19:27 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GrantClass A Common Stock | 412 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-000967 · 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: 7,723 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 |
| October 03, 2016 Filed Oct 5, 2016 21:07 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GrantClass A Common Stock | 326 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-16-064369 · 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: 39,110 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, 2016 Filed Oct 4, 2016 18:12 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GrantClass A Common Stock | 444 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-063944 · 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: 7,311 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.