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 |
|---|---|---|---|---|---|---|
| June 03, 2022 Filed Jun 6, 2022 16:02 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass A Common Stock | 10,581 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016848 · form4.xml · nonDerivative · entry 11 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: 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 | 6,170 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016848 · form4.xml · nonDerivative · entry 10 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: 17,804 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 | 26,161 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016848 · form4.xml · nonDerivative · entry 9 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: 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 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 | 9,206 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016848 · form4.xml · nonDerivative · entry 8 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: 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 | 30,127 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016848 · form4.xml · nonDerivative · entry 7 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: 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 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 | 324 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016848 · form4.xml · nonDerivative · entry 6 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: 10,829 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 |
| June 03, 2022 Filed Jun 6, 2022 16:02 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass A Common Stock | 42,529 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016848 · form4.xml · nonDerivative · entry 5 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: 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 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 | 30,127 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016848 · form4.xml · nonDerivative · entry 4 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: 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 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 | 3,927 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016848 · 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: 7,854 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 | 30,127 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016848 · 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 CRW 2020 GST for the benefit of Helen C. Williams 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 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 | 30,127 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016848 · form4.xml · nonDerivative · entry 1 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: 0 F1 · price: N/A Read SEC document |
| May 10, 2022 Filed May 27, 2022 18:09 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | ConversionClass B Common Stock · Derivative | 2,732 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-015834 · form4.xml · derivative · entry 15 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: 6,170 Underlying: Class A Common Stock · 2,732 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: N/A F1 · kind: Class B Common Stock is convertible into an equal number of shares Class A Common Stock at any time, at the holder's election, and has no expiration date. F2 · price: N/A F2 · derivative.exercise_date: N/A F2 · derivative.expiration_date: N/A F3 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| May 10, 2022 Filed May 27, 2022 18:09 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | ConversionClass A Common Stock | 2,732 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-015834 · form4.xml · nonDerivative · entry 1 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: 11,634 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Class B Common Stock is convertible into an equal number of shares Class A Common Stock at any time, at the holder's election, and has no expiration date. F2 · price: N/A F3 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| April 01, 2022 Filed Apr 4, 2022 21:43 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GrantClass A Common Stock | 2,116 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-011276 · 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: 96,300 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, 2022 Filed Apr 5, 2022 19:05 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GrantClass A Common Stock | 849 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-011460 · form4.xml · nonDerivative · entry 1 WILLIAMS CLARA R · CIK 0001247996 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 11,801 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 |
| January 03, 2022 Filed Jan 4, 2022 21:57 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GrantClass A Common Stock | 1,692 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-000534 · form4.xml · nonDerivative · entry 3 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: 94,184 F2 · 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 |
| January 03, 2022 Filed Jan 5, 2022 18:58 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GrantClass A Common Stock | 742 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-000784 · form4.xml · nonDerivative · entry 1 WILLIAMS CLARA R · CIK 0001247996 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 10,242 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 |
| December 30, 2021 Filed Jan 4, 2022 21:57 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass B Common Stock · Derivative | 324 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-000534 · form4.xml · derivative · entry 16 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: 10,372 Underlying: Class A Common Stock · 324 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 |
| December 30, 2021 Filed Jan 4, 2022 21:57 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass A Common Stock | 456 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-000534 · form4.xml · nonDerivative · entry 2 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: 10,505 F1 · price: N/A Read SEC document |
| December 30, 2021 Filed Jan 4, 2022 21:57 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass A Common Stock | 975 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-000534 · 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: 92,492 F1 · price: N/A Read SEC document |
| December 30, 2021 Filed Feb 10, 2022 20:09 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 2,850 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-004185 · form5.xml · nonDerivative · entry 8 WILLIAMS CLARA R · CIK 0001247996 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held by trust for the benefit of Reporting Person Disclosed balance after: 181,454 Read SEC document |
| December 30, 2021 Filed Feb 10, 2022 20:09 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 710 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-004185 · form5.xml · nonDerivative · entry 7 WILLIAMS CLARA R · CIK 0001247996 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Reporting Person?s spouse is trustee of a Trust fbo minor child. Disclosed balance after: 6,555 F1 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| December 30, 2021 Filed Feb 10, 2022 20:09 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 710 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-004185 · form5.xml · nonDerivative · entry 6 WILLIAMS CLARA R · CIK 0001247996 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Reporting Person?s spouse is trustee of a Trust fbo minor child. Disclosed balance after: 9,305 F1 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| December 30, 2021 Filed Feb 10, 2022 20:09 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 710 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-004185 · form5.xml · nonDerivative · entry 5 WILLIAMS CLARA R · CIK 0001247996 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 10,210 F1 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| December 30, 2021 Filed Feb 10, 2022 20:09 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 710 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-004185 · form5.xml · nonDerivative · entry 4 WILLIAMS CLARA R · CIK 0001247996 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held by trust for the benefit of Reporting Person Disclosed balance after: 181,454 Read SEC document |
| December 30, 2021 Filed Feb 10, 2022 20:09 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 710 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-004185 · form5.xml · nonDerivative · entry 3 WILLIAMS CLARA R · CIK 0001247996 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Reporting Person?s spouse is trustee of a Trust fbo minor child. Disclosed balance after: 9,305 F1 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| December 30, 2021 Filed Feb 10, 2022 20:09 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 710 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-004185 · form5.xml · nonDerivative · entry 2 WILLIAMS CLARA R · CIK 0001247996 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Reporting Person?s spouse is trustee of a Trust fbo minor child. Disclosed balance after: 6,555 F1 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| December 30, 2021 Filed Feb 10, 2022 20:09 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 1,420 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-004185 · form5.xml · nonDerivative · entry 1 WILLIAMS CLARA R · CIK 0001247996 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held by trust for the benefit of Reporting Person Disclosed balance after: 181,454 Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 20:19 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass B Common Stock · Derivative | 146 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031316 · form4.xml · derivative · entry 48 WILLIAMS CLARA R · CIK 0001247996 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Reporting person's proportionate interest in shares held by Rankin Associates VI Disclosed balance after: 146 Underlying: Class A Common Stock · 146 shares Expires not disclosed F8 · 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 28, 2012, as amended. F8 · derivative.exercise_date: N/A F8 · derivative.expiration_date: N/A Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 20:19 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass B Common Stock · Derivative | 461 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031316 · form4.xml · derivative · entry 47 WILLIAMS CLARA R · CIK 0001247996 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · child's proportionate interests held in shares in Rankin Associates V Disclosed balance after: 461 Underlying: Class A Common Stock · 461 shares Expires not disclosed F8 · 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 28, 2012, as amended. F8 · derivative.exercise_date: N/A F8 · derivative.expiration_date: N/A F7 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 20:19 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass B Common Stock · Derivative | 461 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031316 · form4.xml · derivative · entry 46 WILLIAMS CLARA R · CIK 0001247996 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · child's proportionate interests held in shares in Rankin Associates V Disclosed balance after: 461 Underlying: Class A Common Stock · 461 shares Expires not disclosed F8 · 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 28, 2012, as amended. F8 · derivative.exercise_date: N/A F8 · derivative.expiration_date: N/A F7 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 20:19 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass B Common Stock · Derivative | 527 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031316 · form4.xml · derivative · entry 45 WILLIAMS CLARA R · CIK 0001247996 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Child's proportionate partnership interest shares held by AMR Associates LP Disclosed balance after: 2,560 Underlying: Class A Common Stock · 527 shares Expires not disclosed F8 · 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 28, 2012, as amended. F8 · derivative.exercise_date: N/A F8 · derivative.expiration_date: N/A F7 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 20:19 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass B Common Stock · Derivative | 527 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031316 · form4.xml · derivative · entry 44 WILLIAMS CLARA R · CIK 0001247996 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Child's proportionate partnership interest shares held by AMR Associates LP Disclosed balance after: 2,560 Underlying: Class A Common Stock · 527 shares Expires not disclosed F8 · 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 28, 2012, as amended. F8 · derivative.exercise_date: N/A F8 · derivative.expiration_date: N/A F7 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 20:19 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass B Common Stock · Derivative | 634 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031316 · form4.xml · derivative · entry 43 WILLIAMS CLARA R · CIK 0001247996 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Child's proportionate interest in shares held by Rankin Associates VI Disclosed balance after: 634 Underlying: Class A Common Stock · 634 shares Expires not disclosed F8 · 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 28, 2012, as amended. F8 · derivative.exercise_date: N/A F8 · derivative.expiration_date: N/A F7 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 20:19 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass B Common Stock · Derivative | 634 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031316 · form4.xml · derivative · entry 42 WILLIAMS CLARA R · CIK 0001247996 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Child's proportionate interest in shares held by Rankin Associates VI Disclosed balance after: 634 Underlying: Class A Common Stock · 634 shares Expires not disclosed F8 · 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 28, 2012, as amended. F8 · derivative.exercise_date: N/A F8 · derivative.expiration_date: N/A F7 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 20:19 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass B Common Stock · Derivative | 635 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031316 · form4.xml · derivative · entry 41 WILLIAMS CLARA R · CIK 0001247996 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse's proportionate interest in shares held by Rankin Associates VI Disclosed balance after: 635 Underlying: Class A Common Stock · 635 shares Expires not disclosed F8 · 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 28, 2012, as amended. F8 · derivative.exercise_date: N/A F8 · derivative.expiration_date: N/A F7 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 20:19 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass B Common Stock · Derivative | 905 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031316 · form4.xml · derivative · entry 40 WILLIAMS CLARA R · CIK 0001247996 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse's proportionate interests held in shares in Rankin Associates V Disclosed balance after: 905 Underlying: Class A Common Stock · 905 shares Expires not disclosed F8 · 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 28, 2012, as amended. F8 · derivative.exercise_date: N/A F8 · derivative.expiration_date: N/A Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 20:19 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass B Common Stock · Derivative | 2,152 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031316 · form4.xml · derivative · entry 39 WILLIAMS CLARA R · CIK 0001247996 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Reporting Person?s spouse is trustee of a Trust fbo minor child. Disclosed balance after: 0 Underlying: Class A Common Stock · 2,152 shares Expires not disclosed F8 · 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. F8 · derivative.exercise_date: N/A F8 · derivative.expiration_date: N/A F7 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 20:19 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass B Common Stock · Derivative | 2,332 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031316 · form4.xml · derivative · entry 38 WILLIAMS CLARA R · CIK 0001247996 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 0 Underlying: Class A Common Stock · 2,332 shares Expires not disclosed F8 · 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. F8 · derivative.exercise_date: N/A F8 · derivative.expiration_date: N/A F7 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 20:19 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass B Common Stock · Derivative | 3,528 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031316 · form4.xml · derivative · entry 37 WILLIAMS CLARA R · CIK 0001247996 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Reporting Person?s spouse is trustee of a Trust fbo minor child. Disclosed balance after: 0 Underlying: Class A Common Stock · 3,528 shares Expires not disclosed F8 · 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. F8 · derivative.exercise_date: N/A F8 · derivative.expiration_date: N/A F7 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 20:19 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass B Common Stock · Derivative | 7,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031316 · form4.xml · derivative · entry 36 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: 14,750 Underlying: Class A Common Stock · 7,375 shares Expires not disclosed F8 · 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 28, 2012, as amended. F8 · derivative.exercise_date: N/A F8 · derivative.expiration_date: N/A F7 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 20:19 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass B Common Stock · Derivative | 8,228 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031316 · form4.xml · derivative · entry 35 WILLIAMS CLARA R · CIK 0001247996 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Serves as Trustee of BTR 2020 GST trust fbo Clara Williams Disclosed balance after: 20,160 Underlying: Class A Common Stock · 8,228 shares Expires not disclosed F25 · 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 28, 2012, as amended. F26 · derivative.exercise_date: N/A F27 · derivative.expiration_date: N/A Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 20:19 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass B Common Stock · Derivative | 9,206 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031316 · form4.xml · derivative · entry 34 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: 18,412 Underlying: Class A Common Stock · 9,206 shares Expires not disclosed F8 · 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 28, 2012, as amended. F8 · derivative.exercise_date: N/A F8 · derivative.expiration_date: N/A F7 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 20:19 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass B Common Stock · Derivative | 10,581 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031316 · form4.xml · derivative · entry 33 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: 21,162 Underlying: Class A Common Stock · 10,581 shares Expires not disclosed F8 · 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 28, 2012, as amended. F8 · derivative.exercise_date: N/A F8 · derivative.expiration_date: N/A F7 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 20:19 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass B Common Stock · Derivative | 18,760 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031316 · form4.xml · derivative · entry 32 WILLIAMS CLARA R · CIK 0001247996 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Reporting Person?s proportionate interests in shares held by Rankin Associates I. Disclosed balance after: 52,321 Underlying: Class A Common Stock · 18,760 shares Expires not disclosed F8 · 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 28, 2012, as amended. F8 · derivative.exercise_date: N/A F8 · derivative.expiration_date: N/A Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 20:19 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass B Common Stock · Derivative | 24,230 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031316 · form4.xml · derivative · entry 31 WILLIAMS CLARA R · CIK 0001247996 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Serves as Trustee of HRB 2020 GST trust fbo Clara Butler Disclosed balance after: 62,368 Underlying: Class A Common Stock · 24,230 shares Expires not disclosed F21 · 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 28, 2012, as amended. F22 · derivative.exercise_date: N/A F23 · derivative.expiration_date: N/A F24 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 20:19 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass B Common Stock · Derivative | 24,231 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031316 · form4.xml · derivative · entry 30 WILLIAMS CLARA R · CIK 0001247996 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Serves as Trustee of HRB 2020 GST trust fbo Griffin Butler Disclosed balance after: 62,369 Underlying: Class A Common Stock · 24,231 shares Expires not disclosed F17 · 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 28, 2012, as amended. F18 · derivative.exercise_date: N/A F19 · derivative.expiration_date: N/A F20 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 20:19 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass B Common Stock · Derivative | 24,231 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031316 · form4.xml · derivative · entry 29 WILLIAMS CLARA R · CIK 0001247996 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse is Trustee of CRW 2020 GST trust fbo Helen Williams Disclosed balance after: 62,369 Underlying: Class A Common Stock · 24,231 shares Expires not disclosed F13 · 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 28, 2012, as amended. F14 · derivative.exercise_date: N/A F15 · derivative.expiration_date: N/A F16 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 20:19 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass B Common Stock · Derivative | 24,231 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031316 · form4.xml · derivative · entry 28 WILLIAMS CLARA R · CIK 0001247996 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse is Trustee of CRW 2020 GST trust fbo Margo Williams Disclosed balance after: 62,369 Underlying: Class A Common Stock · 24,231 shares Expires not disclosed F9 · 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 28, 2012, as amended. F10 · derivative.exercise_date: N/A F11 · derivative.expiration_date: N/A F12 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 20:19 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass B Common Stock · Derivative | 26,624 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031316 · form4.xml · derivative · entry 27 WILLIAMS CLARA R · CIK 0001247996 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · proportionate partnership interest shares held by AMR Associates LP Disclosed balance after: 129,223 Underlying: Class A Common Stock · 26,624 shares Expires not disclosed F8 · 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 28, 2012, as amended. F8 · derivative.exercise_date: N/A F8 · derivative.expiration_date: 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.