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 | October 01, 2026 | October 01, 2026 |
| Hamilton Beach Brands Holding CoHBB · Entity 5625 | Director · Member of a Group | October 01, 2026 | October 06, 2026 |
| NACCO INDUSTRIES INCNC · Entity 5896 | Member of a group | December 13, 2024 | December 17, 2024 |
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 | IndirectSpouse serves as Trustee of trust fbo David B. Williams | 26,853 |
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 26,853 F1: Spouse's Award-Shares of Class A Common Stock awarded to the Reporting Person's Spouse as "Required Shares" under the company's Non-Employee Directors' Equity Compensation Plan. F2: Reporting Person disclaims beneficial ownership of all such shares. |
| Class A Common StockSEC Table I · non-derivative | Indirectproportionate partnership interest shares held by AMR Associates LP | 153,313 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 153,313 |
| Class A Common StockSEC Table I · non-derivative | IndirectServes as Trustee of HRB 2020 GST trust fbo Clara Butler | 983 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 983 F2: Reporting Person disclaims beneficial ownership of all such shares. |
| Class A Common StockSEC Table I · non-derivative | IndirectReporting Person serves as Trustee of GSTs for the benefit of Clara R. Williams | 2,647 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 2,647 |
| Class A Common StockSEC Table I · non-derivative | IndirectHeld by trust for the benefit of Reporting Person | 182,185 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 182,185 |
| Class A Common StockSEC Table I · non-derivative | IndirectServes as Trustee of HRB 2020 GST trust fbo Griffin Butler | 983 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 983 F2: Reporting Person disclaims beneficial ownership of all such shares. |
| Class A Common StockSEC Table I · non-derivative | IndirectHeld by Trust fbo reporting person | 1,512 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 1,512 |
| Class A Common StockSEC Table I · non-derivative | IndirectChild's proportionate partnership interest shares held by AMR Associates LP | 1,967 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 1,967 F2: Reporting Person disclaims beneficial ownership of all such shares. |
| Class A Common StockSEC Table I · non-derivative | IndirectChild's proportionate partnership interest shares held by AMR Associates LP | 1,967 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 11
Holding and transaction disclosures are not merged.
1 source rowRow 11 · Balance 1,967 F2: Reporting Person disclaims beneficial ownership of all such shares. |
| Class A Common StockSEC Table I · non-derivative | IndirectReporting Person?s spouse is trustee of a Trust fbo child. | 7,211 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 7,211 F2: Reporting Person disclaims beneficial ownership of all such shares. |
| Class A Common StockSEC Table I · non-derivative | IndirectReporting Person?s spouse is trustee of a Trust fbo child. | 9,961 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 12
Holding and transaction disclosures are not merged.
1 source rowRow 12 · Balance 9,961 F2: Reporting Person disclaims beneficial ownership of all such shares. |
| Class A Common StockSEC Table I · non-derivative | IndirectSpouse is Trustee of CRW 2020 GST trust fbo Helen Williams | 983 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 10
Holding and transaction disclosures are not merged.
1 source rowRow 10 · Balance 983 F2: Reporting Person disclaims beneficial ownership of all such shares. |
| Class A Common StockSEC Table I · non-derivative | IndirectSpouse is Trustee of CRW 2020 GST trust fbo Margo Williams | 983 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 13
Holding and transaction disclosures are not merged.
1 source rowRow 13 · Balance 983 F2: Reporting Person disclaims beneficial ownership of all such shares. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectReporting person's proportionate interest in shares held by Rankin Associates VI | 146 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · Balance 146 F3: N/A |
| Class B Common StockSEC Table II · derivative / convertible security | Indirectchild's proportionate interests held in shares in Rankin Associates V | 555 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · Balance 555 F3: N/A F2: Reporting Person disclaims beneficial ownership of all such shares. |
| Class B Common StockSEC Table II · derivative / convertible security | Indirectchild's proportionate interests held in shares in Rankin Associates V | 556 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 35
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 35 · Balance 556 F3: N/A F2: Reporting Person disclaims beneficial ownership of all such shares. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectSpouse's proportionate interest in shares held by Rankin Associates VI | 635 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 16
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 16 · Balance 635 F3: N/A F2: Reporting Person disclaims beneficial ownership of all such shares. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectChild's proportionate interest in shares held by Rankin Associates VI | 792 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 17
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 17 · Balance 792 F3: N/A F2: Reporting Person disclaims beneficial ownership of all such shares. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectChild's proportionate interest in shares held by Rankin Associates VI | 793 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 18
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 18 · Balance 793 F3: N/A F2: Reporting Person disclaims beneficial ownership of all such shares. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectSpouse's proportionate interests held in shares in Rankin Associates V | 905 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 19
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 19 · Balance 905 F3: N/A F2: Reporting Person disclaims beneficial ownership of all such shares. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectChild's proportionate partnership interest shares held by AMR Associates LP | 1,892 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 20
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 20 · Balance 1,892 F3: N/A F2: Reporting Person disclaims beneficial ownership of all such shares. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectChild's proportionate partnership interest shares held by AMR Associates LP | 1,992 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 21
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 21 · Balance 1,992 F3: N/A F2: Reporting Person disclaims beneficial ownership of all such shares. |
| Class B Common StockSEC Table II · derivative / convertible security | Indirectspouse's proportionate LP interest in shares held by RA II LP | 11,766 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 22
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 22 · Balance 11,766 F3: N/A F2: Reporting Person disclaims beneficial ownership of all such shares. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectChild's trust?s proportionate interests in shares held by Rankin Associates II. | 19,904 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 23
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 23 · Balance 19,904 F3: N/A F2: Reporting Person disclaims beneficial ownership of all such shares. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectChild's trust?s proportionate interests in shares held by Rankin Associates II. | 22,654 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 25
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 25 · Balance 22,654 F3: N/A F2: Reporting Person disclaims beneficial ownership of all such shares. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectServes as Trustee of BTR 2020 GST trust fbo Clara Williams | 20,160 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 24
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 24 · Balance 20,160 F3: N/A |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectHeld by Trust fbo reporting person proportionate interest in shares held by RAI and RAV | 26,244 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 26
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 26 · Balance 26,244 F3: N/A |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectReporting Person serves as Trustee of GSTs for the benefit of Clara R. Williams | 41,679 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 27
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 27 · Balance 41,679 F3: N/A |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectReporting Person?s proportionate interests in shares held by Rankin Associates I. | 52,321 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 28
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 28 · Balance 52,321 F3: N/A |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectSpouse is Trustee of CRW 2020 GST trust fbo Helen Williams | 61,935 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 29
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 29 · Balance 61,935 F3: N/A F2: Reporting Person disclaims beneficial ownership of all such shares. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectServes as Trustee of HRB 2020 GST trust fbo Clara Butler | 62,034 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 30
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 30 · Balance 62,034 F3: N/A F2: Reporting Person disclaims beneficial ownership of all such shares. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectServes as Trustee of HRB 2020 GST trust fbo Griffin Butler | 62,035 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 31
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 31 · Balance 62,035 F3: N/A F2: Reporting Person disclaims beneficial ownership of all such shares. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectSpouse is Trustee of CRW 2020 GST trust fbo Margo Williams | 62,035 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 32
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 32 · Balance 62,035 F3: N/A F2: Reporting Person disclaims beneficial ownership of all such shares. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectReporting Person?s proportionate interests in shares held by Rankin Associates IV. | 85,056 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 33
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 33 · Balance 85,056 F3: N/A |
| Class B Common StockSEC Table II · derivative / convertible security | Indirectproportionate partnership interest shares held by AMR Associates LP | 147,481 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 34
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 34 · Balance 147,481 F3: N/A |
Filing footnotes · ownership attribution and instrument terms
F1: Spouse's Award-Shares of Class A Common Stock awarded to the Reporting Person's Spouse as "Required Shares" under the company's Non-Employee Directors' Equity Compensation Plan.
F2: Reporting Person disclaims beneficial ownership of all such shares.
F3: N/A
Hamilton Beach Brands Holding Co
Report date October 01, 2026 · Filed October 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectHeld by Trust for the benefit of Reporting Person | 208,202 |
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 1,006 · Balance 208,202 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 |
| Class A Common StockSEC Table I · non-derivative | IndirectReporting Person serves as Trustee of BTR 2020 GST for the benefit of the Reporting Person | 780 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 780 |
| Class A Common StockSEC Table I · non-derivative | IndirectSpouse is Trustee of a Trust for the benefit of Reporting Person's minor child | 10,079 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 10,079 F3: Reporting Person disclaims beneficial ownership of all such shares. |
| Class A Common StockSEC Table I · non-derivative | IndirectSpouse is Trustee of a Trust for the benefit of Reporting Person's minor child | 7,331 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 7,331 F3: Reporting Person disclaims beneficial ownership of all such shares. |
| Class A Common StockSEC Table I · non-derivative | IndirectSpouse serves as Trustee of a Trust for the benefit of David B. Williams | 20,029 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 20,029 F3: 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: Reporting Person disclaims beneficial ownership of all such shares.
NACCO INDUSTRIES INC
Report date December 13, 2024 · Filed December 17, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust | 67,482 |
Reported balance
After 2024-12-13 transaction · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · 2024-12-13 · Other · Disposed 1,032 · Balance 67,482 F1: Contributions of Class A shares to AMR Associates NC, L.P. ("AMR NC"). F2: N/A F3: Held by trust for the benefit of Reporting Person. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust | 2,191 |
Reported balance
Holding disclosure · report date 2024-12-13 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,191 F5: Held by BTR 2020 GST Trust for the benefit of Reporting Person. |
| Class A Common StockSEC Table I · non-derivative | IndirectAMR Associates NC, L.P. | 10 |
Reported balance
After 2024-12-13 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2024-12-13 · Other · Acquired 10 · Balance 10 F1: Contributions of Class A shares to AMR Associates NC, L.P. ("AMR NC"). F2: N/A F4: Represents the Reporting Person's proportionate limited partnership interest in shares held by AMR NC. The Reporting Person is the trustee of a trust for the benefit of the Reporting Person that is a general partner of AMR NC. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectAMR Associates NC, L.P. | 1,022 |
Reported balance
After 2024-12-13 transaction · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · 2024-12-13 · Other · Acquired 1,022 · Balance 1,022 F2: N/A F14: Contributions of Class B shares to AMR Associates NC, L.P. ("AMR NC"). F4: Represents the Reporting Person's proportionate limited partnership interest in shares held by AMR NC. The Reporting Person is the trustee of a trust for the benefit of the Reporting Person that is a general partner of AMR NC. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust/Daughter 2 | 5,398 |
Reported balance
Holding disclosure · report date 2024-12-13 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 5,398 F6: Reporting Person's spouse serves as trustee of the CRW 2020 GST Trust for the benefit of Helen C. Williams. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust/Daughter 1 | 5,398 |
Reported balance
Holding disclosure · report date 2024-12-13 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 5,398 F7: Reporting Person's spouse serves as trustee of the CRW 2020 GST Trust for the benefit of Margo J.V. Williams. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Spouse | 15,299 |
Reported balance
Holding disclosure · report date 2024-12-13 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 15,299 F8: By Spouse. Reporting Person disclaims beneficial ownership of all such shares. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy AssocII/Spouse | 5,884 |
Reported balance
Holding disclosure · report date 2024-12-13 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 5,884 F9: Represents the Reporting Person's spouse's proportionate limited partnership interest in shares held by Rankin Associates II, L.P. Reporting Person disclaims beneficial ownership of all such shares. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy AssocII/Daughter 2 | 11,326 |
Reported balance
Holding disclosure · report date 2024-12-13 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 11,326 F10: Represents the Reporting Person's daughter's proportionate limited partnership interest in shares held by Rankin Associates II, L.P. Reporting Person disclaims beneficial ownership of all such shares. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust/Child2 | 2,553 |
Reported balance
Holding disclosure · report date 2024-12-13 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 2,553 F11: Held by Trust, Reporting Person's spouse is Trustee, for the benefit of Reporting Person's minor child. Reporting Person disclaims beneficial ownership of all such shares. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust/Niece | 5,398 |
Reported balance
Holding disclosure · report date 2024-12-13 · row 10
Holding and transaction disclosures are not merged.
1 source rowRow 10 · Balance 5,398 F12: Reporting person serves as trustee of the HRB 2020 GST Trust for the benefit of Clara R. Butler. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust/Nephew | 5,398 |
Reported balance
Holding disclosure · report date 2024-12-13 · row 11
Holding and transaction disclosures are not merged.
1 source rowRow 11 · Balance 5,398 F13: Reporting Person serves as trustee of the HRB 2020 GST Trust for the benefit of Griffin B. Butler. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Assoc II/Daughter | 9,952 |
Reported balance
Holding disclosure · report date 2024-12-13 · row 12
Holding and transaction disclosures are not merged.
1 source rowRow 12 · Balance 9,952 F10: Represents the Reporting Person's daughter's proportionate limited partnership interest in shares held by Rankin Associates II, L.P. Reporting Person disclaims beneficial ownership of all such shares. |
| Class A Common StockSEC Table I · non-derivative | IndirectTrust/Child1 | 3,927 |
Reported balance
Holding disclosure · report date 2024-12-13 · row 13
Holding and transaction disclosures are not merged.
1 source rowRow 13 · Balance 3,927 F11: Held by Trust, Reporting Person's spouse is Trustee, for the benefit of Reporting Person's minor child. Reporting Person disclaims beneficial ownership of all such shares. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectBy Trust | 7,857 |
Reported balance
Holding disclosure · report date 2024-12-13 · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · Balance 7,857 F2: N/A F5: Held by BTR 2020 GST Trust for the benefit of Reporting Person. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectBy Trust | 9,195 |
Reported balance
Holding disclosure · report date 2024-12-13 · row 20
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 20 · Balance 9,195 F2: N/A F3: Held by trust for the benefit of Reporting Person. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectBy Trust/Daughter 2 | 24,729 |
Reported balance
Holding disclosure · report date 2024-12-13 · row 16
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 16 · Balance 24,729 F2: N/A F6: Reporting Person's spouse serves as trustee of the CRW 2020 GST Trust for the benefit of Helen C. Williams. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectBy Trust/Daughter 1 | 24,729 |
Reported balance
Holding disclosure · report date 2024-12-13 · row 17
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 17 · Balance 24,729 F2: N/A F7: Reporting Person's spouse serves as trustee of the CRW 2020 GST Trust for the benefit of Margo J.V. Williams. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectBy RAI | 26,161 |
Reported balance
Holding disclosure · report date 2024-12-13 · row 18
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 18 · Balance 26,161 F2: N/A F15: RAI-Represents Reporting Person's limited partnership interest in shares held by Rankin Associates I, L.P. |
| Class B Common StockSEC Table II · derivative / convertible security | Indirectby RAIV B | 42,529 |
Reported balance
Holding disclosure · report date 2024-12-13 · row 19
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 19 · Balance 42,529 F2: N/A |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectBy Trust/Niece | 24,729 |
Reported balance
Holding disclosure · report date 2024-12-13 · row 21
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 21 · Balance 24,729 F2: N/A F12: Reporting person serves as trustee of the HRB 2020 GST Trust for the benefit of Clara R. Butler. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectBy Trust/Nephew | 24,729 |
Reported balance
Holding disclosure · report date 2024-12-13 · row 22
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 22 · Balance 24,729 F2: N/A F13: Reporting Person serves as trustee of the HRB 2020 GST Trust for the benefit of Griffin B. Butler. |
Filing footnotes · ownership attribution and instrument terms
F1: Contributions of Class A shares to AMR Associates NC, L.P. ("AMR NC").
F2: N/A
F3: Held by trust for the benefit of Reporting Person.
F4: Represents the Reporting Person's proportionate limited partnership interest in shares held by AMR NC. The Reporting Person is the trustee of a trust for the benefit of the Reporting Person that is a general partner of AMR NC.
F5: Held by BTR 2020 GST Trust for the benefit of Reporting Person.
F6: Reporting Person's spouse serves as trustee of the CRW 2020 GST Trust for the benefit of Helen C. Williams.
F7: Reporting Person's spouse serves as trustee of the CRW 2020 GST Trust for the benefit of Margo J.V. Williams.
F8: By Spouse. Reporting Person disclaims beneficial ownership of all such shares.
F9: Represents the Reporting Person's spouse's proportionate limited partnership interest in shares held by Rankin Associates II, L.P. Reporting Person disclaims beneficial ownership of all such shares.
F10: Represents the Reporting Person's daughter's proportionate limited partnership interest in shares held by Rankin Associates II, L.P. Reporting Person disclaims beneficial ownership of all such shares.
F11: Held by Trust, Reporting Person's spouse is Trustee, for the benefit of Reporting Person's minor child. Reporting Person disclaims beneficial ownership of all such shares.
F12: Reporting person serves as trustee of the HRB 2020 GST Trust for the benefit of Clara R. Butler.
F13: Reporting Person serves as trustee of the HRB 2020 GST Trust for the benefit of Griffin B. Butler.
F14: Contributions of Class B shares to AMR Associates NC, L.P. ("AMR NC").
F15: RAI-Represents Reporting Person's limited partnership interest in shares held by Rankin Associates I, L.P.
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 15, 2023 Filed Sep 19, 2023 15:51 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass B Common Stock · Derivative | 41,679 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-024372 · form4.xml · derivative · entry 13 WILLIAMS CLARA R · CIK 0001247996 · Member of a Group 10b5-1 filing: No plan indicated Ownership: Indirect · Reporting Person serves as Trustee of GSTs for the benefit of Clara R. Williams Disclosed balance after: 41,679 Underlying: Class A Common Stock · 41,679 shares Expires not disclosed F7 · derivative.exercise_price: N/A F1 · kind: The Trustee of the applicable Trust has been changed. F7 · derivative.exercise_date: N/A F7 · derivative.expiration_date: N/A Read SEC document |
| September 15, 2023 Filed Sep 19, 2023 15:51 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 2,647 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-024372 · form4.xml · nonDerivative · entry 1 WILLIAMS CLARA R · CIK 0001247996 · Member of a Group 10b5-1 filing: No plan indicated Ownership: Indirect · Reporting Person serves as Trustee of GSTs for the benefit of Clara R. Williams Disclosed balance after: 2,647 F1 · kind: The Trustee of the applicable Trust has been changed. Read SEC document |
| August 10, 2023 Filed Aug 15, 2023 18:33 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass B Common Stock · Derivative | 19,150 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-022535 · form4.xml · derivative · entry 10 WILLIAMS CLARA R · CIK 0001247996 · Director · Member of a Group 10b5-1 filing: No plan indicated Ownership: Indirect · Spouse is Trustee of a Trust for the benefit of Reporting Person's minor child Disclosed balance after: 19,150 Underlying: Class A Common Stock · 19,150 shares Expires not disclosed F1 · derivative.exercise_price: N/A F6 · kind: Pro rata distributions of Class B shares from RA II in the amount of 19,149 shares. The Reporting Person's spouse is the trustee of a trust that is a limited partner in RA II. F1 · derivative.exercise_date: N/A F1 · derivative.expiration_date: N/A F2 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| August 10, 2023 Filed Aug 15, 2023 18:33 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass B Common Stock · Derivative | 21,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-022535 · form4.xml · derivative · entry 9 WILLIAMS CLARA R · CIK 0001247996 · Director · Member of a Group 10b5-1 filing: No plan indicated Ownership: Indirect · Spouse is Trustee of a Trust for the benefit of Reporting Person's minor child Disclosed balance after: 21,900 Underlying: Class A Common Stock · 21,900 shares Expires not disclosed F1 · derivative.exercise_price: N/A F5 · kind: Pro rata distribution of Class B shares from RA II in the amount of 21,899 shares. Helen Charles Williams Trust is a limited partner of RA II. F1 · derivative.exercise_date: N/A F1 · derivative.expiration_date: N/A F2 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| August 10, 2023 Filed Aug 15, 2023 18:33 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass B Common Stock · Derivative | 13,273 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-022535 · form4.xml · derivative · entry 8 WILLIAMS CLARA R · CIK 0001247996 · Director · Member of a Group 10b5-1 filing: No plan indicated Ownership: Indirect · Spouse serves as Trustee of a Trust for the benefit of David B. Williams Disclosed balance after: 13,273 Underlying: Class A Common Stock · 13,273 shares Expires not disclosed F1 · derivative.exercise_price: N/A F4 · kind: Pro rata distributions of Class B shares from Rankin Associates II, L.P. ("RA II") in the amount of 13,273 shares. The Reporting Person's spouse is the trustee of a trust that is a limited partner in RA II. F1 · derivative.exercise_date: N/A F1 · derivative.expiration_date: N/A F2 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| August 10, 2023 Filed Aug 15, 2023 18:33 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass B Common Stock · Derivative | 85,056 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-022535 · form4.xml · derivative · entry 7 WILLIAMS CLARA R · CIK 0001247996 · Director · Member of a Group 10b5-1 filing: No plan indicated Ownership: Indirect · Held by trust for the benefit of Reporting Person Disclosed balance after: 137,378 Underlying: Class A Common Stock · 85,056 shares Expires not disclosed F1 · derivative.exercise_price: N/A F3 · kind: Pro rata distributions of Class B shares from Rankin Associates I, L.P. ("RA I") and Rankin Associates IV, L.P. ("RA IV") in the amounts of 52,322 shares and 85,056 shares, respectively. Reporting person is the trustee of a trust that is a limited partner of RA I and RA IV. F1 · derivative.exercise_date: N/A F1 · derivative.expiration_date: N/A Read SEC document |
| August 10, 2023 Filed Aug 15, 2023 18:33 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass B Common Stock · Derivative | 52,322 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-022535 · form4.xml · derivative · entry 6 WILLIAMS CLARA R · CIK 0001247996 · Director · Member of a Group 10b5-1 filing: No plan indicated Ownership: Indirect · Held by trust for the benefit of Reporting Person Disclosed balance after: 52,322 Underlying: Class A Common Stock · 52,322 shares Expires not disclosed F1 · derivative.exercise_price: N/A F3 · kind: Pro rata distributions of Class B shares from Rankin Associates I, L.P. ("RA I") and Rankin Associates IV, L.P. ("RA IV") in the amounts of 52,322 shares and 85,056 shares, respectively. Reporting person is the trustee of a trust that is a limited partner of RA I and RA IV. F1 · derivative.exercise_date: N/A F1 · derivative.expiration_date: N/A Read SEC document |
| July 03, 2023 Filed Jul 6, 2023 15:52 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GrantClass A Common Stock | 682 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-020338 · form4.xml · nonDerivative · entry 1 WILLIAMS CLARA R · CIK 0001247996 · Member of a Group 10b5-1 filing: No plan indicated Ownership: Indirect · Spouse serves as Trustee of trust fbo David B. Williams Disclosed balance after: 15,299 F1 · kind: Spouse's Award-Shares of Class A Common Stock awarded to the Reporting Person's Spouse as "Required Shares" under the company's Non-Employee Directors' Equity Compensation Plan. F2 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| July 03, 2023 Filed Jul 6, 2023 22:25 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GrantClass A Common Stock | 2,764 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-020439 · form4.xml · nonDerivative · entry 1 WILLIAMS CLARA R · CIK 0001247996 · Director · Member of a Group 10b5-1 filing: No plan indicated Ownership: Indirect · Held by Trust for the benefit of Reporting Person Disclosed balance after: 187,889 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 |
| May 17, 2023 Filed May 19, 2023 17:35 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GrantClass A Common Stock | 947 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-016262 · form4.xml · nonDerivative · entry 1 WILLIAMS CLARA R · CIK 0001247996 · Member of a Group 10b5-1 filing: No plan indicated Ownership: Indirect · Spouse serves as Trustee of trust fbo David B. Williams Disclosed balance after: 14,617 F1 · kind: Spouse's Award-Shares of Class A Common Stock awarded to the Reporting Person's Spouse as "Required Shares" under the company's Non-Employee Directors' Equity Compensation Plan. F2 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| April 03, 2023 Filed Apr 4, 2023 20:52 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GrantClass A Common Stock | 2,277 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-012296 · form4.xml · nonDerivative · entry 1 WILLIAMS CLARA R · CIK 0001247996 · Director · Member of a Group 10b5-1 filing: No plan indicated Ownership: Indirect · Held by Trust for the benefit of Reporting Person Disclosed balance after: 185,125 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, 2023 Filed Jan 5, 2023 23:09 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GrantClass A Common Stock | 2,147 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-000993 · form4.xml · nonDerivative · entry 5 WILLIAMS CLARA R · CIK 0001247996 · Director · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Trust for the benefit of Reporting Person Disclosed balance after: 182,848 F3 · 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. F1 · price: N/A Read SEC document |
| December 13, 2022 Filed Jan 5, 2023 23:09 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass B Common Stock · Derivative | 737 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-000993 · form4.xml · derivative · entry 10 WILLIAMS CLARA R · CIK 0001247996 · Director · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Minor child's trust's proportionate LP interests in shares held by Rankin Associates II, L.P. Disclosed balance after: 21,899 Underlying: Class A Common Stock · 737 shares Expires not disclosed F1 · derivative.exercise_price: N/A F1 · price: N/A F1 · derivative.exercise_date: N/A F1 · derivative.expiration_date: N/A F2 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| December 13, 2022 Filed Jan 5, 2023 23:09 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass B Common Stock · Derivative | 737 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-000993 · form4.xml · derivative · entry 9 WILLIAMS CLARA R · CIK 0001247996 · Director · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Minor child's trust's proportionate LP interests in shares held by Rankin Associates II, L.P. Disclosed balance after: 19,149 Underlying: Class A Common Stock · 737 shares Expires not disclosed F1 · derivative.exercise_price: N/A F1 · price: N/A F1 · derivative.exercise_date: N/A F1 · derivative.expiration_date: N/A F2 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| December 13, 2022 Filed Jan 5, 2023 23:09 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass B Common Stock · Derivative | 737 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-000993 · form4.xml · derivative · entry 8 WILLIAMS CLARA R · CIK 0001247996 · Director · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse's proportionate limited partnership interest in shares held by Rankin Associates II, L.P. Disclosed balance after: 13,276 Underlying: Class A Common Stock · 737 shares Expires not disclosed F1 · derivative.exercise_price: N/A F1 · price: N/A F1 · derivative.exercise_date: N/A F1 · derivative.expiration_date: N/A F2 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| December 13, 2022 Filed Jan 5, 2023 23:09 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass B Common Stock · Derivative | 737 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-000993 · form4.xml · derivative · entry 7 WILLIAMS CLARA R · CIK 0001247996 · Director · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse's proportionate limited partnership interest in shares held by Rankin Associates II, L.P. Disclosed balance after: 14,013 Underlying: Class A Common Stock · 737 shares Expires not disclosed F1 · derivative.exercise_price: N/A F1 · price: N/A F1 · derivative.exercise_date: N/A F1 · derivative.expiration_date: N/A F2 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| December 13, 2022 Filed Feb 10, 2023 18:51 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass B Common Stock · Derivative | 737 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-004340 · form5.xml · derivative · entry 14 WILLIAMS CLARA R · CIK 0001247996 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Minor child's trust?s proportionate interests in shares held by Rankin Associates II. Disclosed balance after: 19,149 Underlying: Class A Common Stock · 737 shares Expires not disclosed F6 · derivative.exercise_price: N/A F6 · derivative.exercise_date: N/A F6 · derivative.expiration_date: N/A F2 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| December 13, 2022 Filed Feb 10, 2023 18:51 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass B Common Stock · Derivative | 737 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-004340 · form5.xml · derivative · entry 13 WILLIAMS CLARA R · CIK 0001247996 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Minor child's trust?s proportionate interests in shares held by Rankin Associates II. Disclosed balance after: 21,899 Underlying: Class A Common Stock · 737 shares Expires not disclosed F6 · derivative.exercise_price: N/A F6 · derivative.exercise_date: N/A F6 · derivative.expiration_date: N/A F2 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| December 13, 2022 Filed Feb 10, 2023 18:51 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass B Common Stock · Derivative | 1,474 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-004340 · form5.xml · derivative · entry 12 WILLIAMS CLARA R · CIK 0001247996 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · spouse's proportionate LP interest in shares held by RA II LP Disclosed balance after: 13,276 Underlying: Class A Common Stock · 1,474 shares Expires not disclosed F6 · derivative.exercise_price: N/A F6 · derivative.exercise_date: N/A F6 · derivative.expiration_date: N/A F2 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| December 13, 2022 Filed Feb 13, 2023 17:43 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GiftClass A Common Stock | 368 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-004770 · form5.xml · nonDerivative · entry 4 WILLIAMS CLARA R · CIK 0001247996 · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · By AssocII/Daughter 2 Disclosed balance after: 10,949 F1 · price: N/A F3 · ownership.nature: Represents the Reporting Person's daughter's proportionate limited partnership interest in shares held by Rankin Associates II, L.P. Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| December 13, 2022 Filed Feb 13, 2023 17:43 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GiftClass A Common Stock | 369 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-004770 · form5.xml · nonDerivative · entry 3 WILLIAMS CLARA R · CIK 0001247996 · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · By Assoc II/Daughter Disclosed balance after: 9,575 F1 · price: N/A F3 · ownership.nature: Represents the Reporting Person's daughter's proportionate limited partnership interest in shares held by Rankin Associates II, L.P. Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| December 13, 2022 Filed Feb 13, 2023 17:43 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GiftClass A Common Stock | 368 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-004770 · form5.xml · nonDerivative · entry 2 WILLIAMS CLARA R · CIK 0001247996 · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · By AssocII/Spouse Disclosed balance after: 6,638 F1 · price: N/A F2 · ownership.nature: Represents the Reporting Person's spouse's proportionate limited partnership interest in shares held by Rankin Associates II, L.P. Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| December 13, 2022 Filed Feb 13, 2023 17:43 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GiftClass A Common Stock | 369 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-004770 · form5.xml · nonDerivative · entry 1 WILLIAMS CLARA R · CIK 0001247996 · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · By AssocII/Spouse Disclosed balance after: 6,638 F1 · price: N/A F2 · ownership.nature: Represents the Reporting Person's spouse's proportionate limited partnership interest in shares held by Rankin Associates II, L.P. Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| December 06, 2022 Filed Jan 5, 2023 23:09 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass A Common Stock | 2,225 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-000993 · form4.xml · nonDerivative · entry 4 WILLIAMS CLARA R · CIK 0001247996 · Director · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse is Trustee of a Trust for the benefit of Reporting Person's minor child Disclosed balance after: 7,331 F1 · price: N/A F2 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| December 06, 2022 Filed Jan 5, 2023 23:09 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass A Common Stock | 2,225 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-000993 · form4.xml · nonDerivative · entry 3 WILLIAMS CLARA R · CIK 0001247996 · Director · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse is Trustee of a Trust for the benefit of Reporting Person's minor child Disclosed balance after: 10,079 F1 · price: N/A F2 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| December 06, 2022 Filed Jan 5, 2023 23:09 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass A Common Stock | 2,225 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-000993 · form4.xml · nonDerivative · entry 2 WILLIAMS CLARA R · CIK 0001247996 · Director · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse serves as Trustee of a Trust for the benefit of David B. Williams Disclosed balance after: 20,029 F1 · price: N/A F2 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| December 06, 2022 Filed Jan 5, 2023 23:09 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass A Common Stock | 2,225 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-000993 · form4.xml · nonDerivative · entry 1 WILLIAMS CLARA R · CIK 0001247996 · Director · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Trust for the benefit of Reporting Person Disclosed balance after: 180,701 F1 · price: N/A Read SEC document |
| October 03, 2022 Filed Oct 3, 2022 21:59 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GrantClass A Common Stock | 2,288 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-023318 · form4.xml · nonDerivative · entry 1 WILLIAMS CLARA R · CIK 0001247996 · Director · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Trust for the benefit of Reporting Person Disclosed balance after: 178,476 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 03, 2022 Filed Oct 5, 2022 17:52 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GrantClass A Common Stock | 880 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-023655 · form4.xml · nonDerivative · entry 1 WILLIAMS CLARA R · CIK 0001247996 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse serves as Trustee of trust fbo David B. Williams Disclosed balance after: 13,670 F1 · kind: Spouse's Award-Shares of Class A Common Stock awarded to the Reporting Person's Spouse as "Required Shares" under the company's Non-Employee Directors' Equity Compensation Plan. F2 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| July 01, 2022 Filed Jul 1, 2022 11:31 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GrantClass A Common Stock | 2,599 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-018327 · form4.xml · nonDerivative · entry 1 WILLIAMS CLARA R · CIK 0001247996 · Director · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Trust for the benefit of Reporting Person Disclosed balance after: 176,188 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, 2022 Filed Jul 6, 2022 15:43 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GrantClass A Common Stock | 989 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-018880 · form4.xml · nonDerivative · entry 1 WILLIAMS CLARA R · CIK 0001247996 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse serves as Trustee of trust fbo David B. Williams Disclosed balance after: 12,790 F1 · kind: Spouse's Award-Shares of Class A Common Stock awarded to the Reporting Person's Spouse as "Required Shares" under the company's Non-Employee Directors' Equity Compensation Plan. F2 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| June 03, 2022 Filed Jun 6, 2022 16:02 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass B Common Stock · Derivative | 7,375 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016848 · form4.xml · derivative · entry 30 WILLIAMS CLARA R · CIK 0001247996 · Director · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse's proportionate limited partnership interest in shares held by Rankin Associates II, L.P. Disclosed balance after: 14,750 Underlying: Class A Common Stock · 7,375 shares Expires not disclosed F1 · derivative.exercise_price: N/A F2 · kind: Class A shares were exchanged for Class B shares pursuant to the terms of the Stockholders' Agreement dated September 29, 2017, as amended. F1 · price: N/A F1 · derivative.exercise_date: N/A F1 · 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 16:02 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass B Common Stock · Derivative | 10,049 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016848 · form4.xml · derivative · entry 29 WILLIAMS CLARA R · CIK 0001247996 · Director · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Reporting Person serves as Trustee of BTR 2020 GST for the benefit of the Reporting Person Disclosed balance after: 20,097 Underlying: Class A Common Stock · 10,049 shares Expires not disclosed F1 · derivative.exercise_price: N/A F2 · kind: Class A shares were exchanged for Class B shares pursuant to the terms of the Stockholders' Agreement dated September 29, 2017, as amended. F1 · price: N/A F1 · derivative.exercise_date: N/A F1 · derivative.expiration_date: N/A Read SEC document |
| June 03, 2022 Filed Jun 6, 2022 16:02 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass B Common Stock · Derivative | 2,553 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016848 · form4.xml · derivative · entry 28 WILLIAMS CLARA R · CIK 0001247996 · Director · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse is Trustee of a Trust for the benefit of Reporting Person's minor child Disclosed balance after: 0 Underlying: Class A Common Stock · 2,553 shares Expires not disclosed F1 · derivative.exercise_price: N/A F3 · kind: Class B shares were exchanged for Class A shares pursuant to the terms of the Stockholders' Agreement dated September 29, 2017, as amended. F1 · price: N/A F1 · derivative.exercise_date: N/A F1 · 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 16:02 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass B Common Stock · Derivative | 77,289 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016848 · form4.xml · derivative · entry 27 WILLIAMS CLARA R · CIK 0001247996 · Director · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held by trust for the benefit of Reporting Person Disclosed balance after: 0 Underlying: Class A Common Stock · 77,289 shares Expires not disclosed F1 · derivative.exercise_price: N/A F3 · kind: Class B shares were exchanged for Class A shares pursuant to the terms of the Stockholders' Agreement dated September 29, 2017, as amended. F1 · price: N/A F1 · derivative.exercise_date: N/A F1 · derivative.expiration_date: N/A Read SEC document |
| June 03, 2022 Filed Jun 6, 2022 16:02 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass B Common Stock · Derivative | 10,581 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016848 · form4.xml · derivative · entry 26 WILLIAMS CLARA R · CIK 0001247996 · Director · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Minor child's trust's proportionate LP interests in shares held by Rankin Associates II, L.P. Disclosed balance after: 21,162 Underlying: Class A Common Stock · 10,581 shares Expires not disclosed F1 · derivative.exercise_price: N/A F2 · kind: Class A shares were exchanged for Class B shares pursuant to the terms of the Stockholders' Agreement dated September 29, 2017, as amended. F1 · price: N/A F1 · derivative.exercise_date: N/A F1 · 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 16:02 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass B Common Stock · Derivative | 6,170 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016848 · form4.xml · derivative · entry 25 WILLIAMS CLARA R · CIK 0001247996 · Director · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse serves as Trustee of a Trust for the benefit of David B. Williams Disclosed balance after: 0 Underlying: Class A Common Stock · 6,170 shares Expires not disclosed F1 · derivative.exercise_price: N/A F3 · kind: Class B shares were exchanged for Class A shares pursuant to the terms of the Stockholders' Agreement dated September 29, 2017, as amended. F1 · price: N/A F1 · derivative.exercise_date: N/A F1 · 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 16:02 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass B Common Stock · Derivative | 26,161 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016848 · form4.xml · derivative · entry 24 WILLIAMS CLARA R · CIK 0001247996 · Director · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate limited partnership interest in shares held by Rankin Associates I, L.P. Disclosed balance after: 52,322 Underlying: Class A Common Stock · 26,161 shares Expires not disclosed F1 · derivative.exercise_price: N/A F2 · kind: Class A shares were exchanged for Class B shares pursuant to the terms of the Stockholders' Agreement dated September 29, 2017, as amended. F1 · price: N/A F1 · derivative.exercise_date: N/A F1 · derivative.expiration_date: N/A Read SEC document |
| June 03, 2022 Filed Jun 6, 2022 16:02 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass B Common Stock · Derivative | 9,206 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016848 · form4.xml · derivative · entry 23 WILLIAMS CLARA R · CIK 0001247996 · Director · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Minor child's trust's proportionate LP interests in shares held by Rankin Associates II, L.P. Disclosed balance after: 18,412 Underlying: Class A Common Stock · 9,206 shares Expires not disclosed F1 · derivative.exercise_price: N/A F2 · kind: Class A shares were exchanged for Class B shares pursuant to the terms of the Stockholders' Agreement dated September 29, 2017, as amended. F1 · price: N/A F1 · derivative.exercise_date: N/A F1 · 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 16:02 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass B Common Stock · Derivative | 30,127 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016848 · form4.xml · derivative · entry 22 WILLIAMS CLARA R · CIK 0001247996 · Director · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Reporting Person serves as Trustee of HRB 2020 GST for the benefit of Clara R. Butler Disclosed balance after: 60,254 Underlying: Class A Common Stock · 30,127 shares Expires not disclosed F1 · derivative.exercise_price: N/A F2 · kind: Class A shares were exchanged for Class B shares pursuant to the terms of the Stockholders' Agreement dated September 29, 2017, as amended. F1 · price: N/A F1 · derivative.exercise_date: N/A F1 · derivative.expiration_date: N/A Read SEC document |
| June 03, 2022 Filed Jun 6, 2022 16:02 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass B Common Stock · Derivative | 324 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016848 · form4.xml · derivative · entry 21 WILLIAMS CLARA R · CIK 0001247996 · Director · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Reporting Person serves as Trustee of BTR 2020 GST for the benefit of the Reporting Person Disclosed balance after: 10,048 Underlying: Class A Common Stock · 324 shares Expires not disclosed F1 · derivative.exercise_price: N/A F3 · kind: Class B shares were exchanged for Class A shares pursuant to the terms of the Stockholders' Agreement dated September 29, 2017, as amended. F1 · price: N/A F1 · derivative.exercise_date: N/A F1 · derivative.expiration_date: N/A Read SEC document |
| June 03, 2022 Filed Jun 6, 2022 16:02 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass B Common Stock · Derivative | 42,529 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016848 · form4.xml · derivative · entry 20 WILLIAMS CLARA R · CIK 0001247996 · Director · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate limited partnership interest in shares held by Rankin Associates IV, L.P. Disclosed balance after: 85,058 Underlying: Class A Common Stock · 42,529 shares Expires not disclosed F1 · derivative.exercise_price: N/A F2 · kind: Class A shares were exchanged for Class B shares pursuant to the terms of the Stockholders' Agreement dated September 29, 2017, as amended. F1 · price: N/A F1 · derivative.exercise_date: N/A F1 · derivative.expiration_date: N/A Read SEC document |
| June 03, 2022 Filed Jun 6, 2022 16:02 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass B Common Stock · Derivative | 30,127 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016848 · form4.xml · derivative · entry 19 WILLIAMS CLARA R · CIK 0001247996 · Director · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Reporting Person serves as Trustee of HRB 2020 GST for the benefit of Griffin B. Butler Disclosed balance after: 60,254 Underlying: Class A Common Stock · 30,127 shares Expires not disclosed F1 · derivative.exercise_price: N/A F2 · kind: Class A shares were exchanged for Class B shares pursuant to the terms of the Stockholders' Agreement dated September 29, 2017, as amended. F1 · price: N/A F1 · derivative.exercise_date: N/A F1 · derivative.expiration_date: N/A Read SEC document |
| June 03, 2022 Filed Jun 6, 2022 16:02 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass B Common Stock · Derivative | 3,927 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016848 · form4.xml · derivative · entry 18 WILLIAMS CLARA R · CIK 0001247996 · Director · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse is Trustee of a Trust for the benefit of Reporting Person's minor child Disclosed balance after: 0 Underlying: Class A Common Stock · 3,927 shares Expires not disclosed F1 · derivative.exercise_price: N/A F3 · kind: Class B shares were exchanged for Class A shares pursuant to the terms of the Stockholders' Agreement dated September 29, 2017, as amended. F1 · price: N/A F1 · derivative.exercise_date: N/A F1 · 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 16:02 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass B Common Stock · Derivative | 30,127 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016848 · form4.xml · derivative · entry 17 WILLIAMS CLARA R · CIK 0001247996 · Director · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse serves as Trustee of CRW 2020 GST for the benefit of Helen C. Williams Disclosed balance after: 60,254 Underlying: Class A Common Stock · 30,127 shares Expires not disclosed F1 · derivative.exercise_price: N/A F2 · kind: Class A shares were exchanged for Class B shares pursuant to the terms of the Stockholders' Agreement dated September 29, 2017, as amended. F1 · price: N/A F1 · derivative.exercise_date: N/A F1 · derivative.expiration_date: N/A Read SEC document |
| June 03, 2022 Filed Jun 6, 2022 16:02 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass B Common Stock · Derivative | 30,127 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016848 · form4.xml · derivative · entry 16 WILLIAMS CLARA R · CIK 0001247996 · Director · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse serves as Trustee of CRW 2020 GST for the benefit of Margo J.V. Williams Disclosed balance after: 60,254 Underlying: Class A Common Stock · 30,127 shares Expires not disclosed F1 · derivative.exercise_price: N/A F1 · price: N/A F1 · derivative.exercise_date: N/A F1 · derivative.expiration_date: N/A Read SEC document |
| June 03, 2022 Filed Jun 6, 2022 16:02 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass A Common Stock | 7,375 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016848 · form4.xml · nonDerivative · entry 15 WILLIAMS CLARA R · CIK 0001247996 · Director · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse's proportionate limited partnership interest in shares held by Rankin Associates II, L.P. Disclosed balance after: 0 F2 · kind: Class A shares were exchanged for Class B shares pursuant to the terms of the Stockholders' Agreement dated September 29, 2017, as amended. F1 · 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 16:02 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass A Common Stock | 10,049 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016848 · form4.xml · nonDerivative · entry 14 WILLIAMS CLARA R · CIK 0001247996 · Director · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Reporting Person serves as Trustee of BTR 2020 GST for the benefit of the Reporting Person Disclosed balance after: 780 F2 · kind: Class A shares were exchanged for Class B shares pursuant to the terms of the Stockholders' Agreement dated September 29, 2017, as amended. F1 · price: N/A Read SEC document |
| June 03, 2022 Filed Jun 6, 2022 16:02 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass A Common Stock | 2,553 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016848 · form4.xml · nonDerivative · entry 13 WILLIAMS CLARA R · CIK 0001247996 · Director · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse is Trustee of a Trust for the benefit of Reporting Person's minor child Disclosed balance after: 5,106 F3 · kind: Class B shares were exchanged for Class A shares pursuant to the terms of the Stockholders' Agreement dated September 29, 2017, as amended. F1 · 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 16:02 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass A Common Stock | 77,289 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016848 · form4.xml · nonDerivative · entry 12 WILLIAMS CLARA R · CIK 0001247996 · Director · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Trust for the benefit of Reporting Person Disclosed balance after: 173,589 F3 · kind: Class B shares were exchanged for Class A shares pursuant to the terms of the Stockholders' Agreement dated September 29, 2017, as amended. F1 · 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.