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 |
|---|---|---|---|---|---|---|
| December 15, 2021 Filed Dec 17, 2021 20:19 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass B Common Stock · Derivative | 32,913 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031316 · form4.xml · derivative · entry 26 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 IV. Disclosed balance after: 85,056 Underlying: Class A Common Stock · 32,913 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 | 58,586 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031316 · form4.xml · derivative · entry 25 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: 0 Underlying: Class A Common Stock · 58,586 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 Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 20:19 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 146 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031316 · form4.xml · nonDerivative · entry 24 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: 0 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. Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 20:19 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 461 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031316 · form4.xml · nonDerivative · entry 23 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: 0 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. 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 A Common Stock | 461 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031316 · form4.xml · nonDerivative · entry 22 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: 0 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. 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 A Common Stock | 527 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031316 · form4.xml · nonDerivative · entry 21 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: 1,217 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. 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 A Common Stock | 527 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031316 · form4.xml · nonDerivative · entry 20 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: 1,217 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. 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 A Common Stock | 634 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031316 · form4.xml · nonDerivative · entry 19 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: 0 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. 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 A Common Stock | 634 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031316 · form4.xml · nonDerivative · entry 18 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: 0 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. 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 A Common Stock | 635 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031316 · form4.xml · nonDerivative · entry 17 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: 0 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. 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 A Common Stock | 905 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031316 · form4.xml · nonDerivative · entry 16 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: 0 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. 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 A Common Stock | 2,152 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031316 · form4.xml · nonDerivative · entry 15 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: 5,135 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. 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 A Common Stock | 2,332 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031316 · form4.xml · nonDerivative · entry 14 WILLIAMS CLARA R · CIK 0001247996 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 9,500 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. 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 A Common Stock | 3,528 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031316 · form4.xml · nonDerivative · entry 13 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: 7,885 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. 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 A Common Stock | 7,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031316 · form4.xml · nonDerivative · 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: 0 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. 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 A Common Stock | 8,228 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031316 · form4.xml · nonDerivative · entry 11 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: 0 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. Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 20:19 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 9,206 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031316 · form4.xml · nonDerivative · entry 10 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: 0 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. 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 A Common Stock | 10,581 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031316 · form4.xml · nonDerivative · entry 9 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: 0 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. 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 A Common Stock | 18,760 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031316 · form4.xml · nonDerivative · entry 8 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: 0 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. Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 20:19 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 24,230 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031316 · form4.xml · nonDerivative · entry 7 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: 607 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. F6 · 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 A Common Stock | 24,231 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031316 · form4.xml · nonDerivative · entry 6 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: 608 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. F5 · 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 A Common Stock | 24,231 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031316 · form4.xml · nonDerivative · entry 5 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: 608 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. F4 · 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 A Common Stock | 24,231 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031316 · form4.xml · nonDerivative · entry 4 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: 607 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. F3 · 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 A Common Stock | 26,624 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031316 · form4.xml · nonDerivative · entry 3 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: 165,124 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. Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 20:19 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 32,913 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031316 · form4.xml · nonDerivative · entry 2 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 IV. 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 28, 2012, as amended. Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 20:19 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 58,586 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031316 · form4.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: 179,314 F1 · kind: Class B shares were exchanged for Class A shares pursuant to the terms of the Stockholders' Agreement dated September 28, 2012, as amended. Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 10:42 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GrantClass A Common Stock | 1,446 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-026361 · 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: 91,517 F1 · kind: Shares of Class A Common Stock awarded to the Reporting Person as "Required Shares" under the Company's Non-Employee Directors' Equity Compensation Plan. F2 · price: N/A Read SEC document |
| October 01, 2021 Filed Oct 5, 2021 18:15 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GrantClass A Common Stock | 522 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-026650 · 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: 7,168 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, 2021 Filed Jul 2, 2021 18:21 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GrantClass A Common Stock | 1,205 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-021166 · 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: 90,071 F1 · kind: Shares of Class A Common Stock awarded to the Reporting Person as "Required Shares" under the Company's Non-Employee Directors' Equity Compensation Plan. F2 · price: N/A Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 19:08 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GrantClass A Common Stock | 393 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-021540 · 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: 6,646 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 01, 2021 Filed Apr 2, 2021 21:46 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GrantClass A Common Stock | 924 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-012794 · form4.xml · nonDerivative · entry 2 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: 88,866 F3 · kind: Shares of Class A Common Stock awarded to the Reporting Person as "Voluntary Shares" under the Company's Non-Employee Directors' Equity Compensation Plan. F2 · price: N/A Read SEC document |
| April 01, 2021 Filed Apr 2, 2021 21:46 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GrantClass A Common Stock | 1,448 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-012794 · 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: 87,942 F1 · kind: Shares of Class A Common Stock awarded to the Reporting Person as "Required Shares" under the Company's Non-Employee Directors' Equity Compensation Plan. F2 · price: N/A Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 14:26 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GrantClass A Common Stock | 359 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-012888 · 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: 6,253 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 |
| February 12, 2021 Filed Feb 17, 2021 22:01 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass B Common Stock · Derivative | 963 | $59.04 | $56,855.52 |
DisclosureSEC source: 0001127602-21-006277 · form4.xml · derivative · entry 25 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: 102,599 Underlying: Class A Common Stock · 963 shares Expires not disclosed F7 · derivative.exercise_price: N/A F1 · kind: The shares conveyed in this transaction are part of a group of shares conveyed in exchange for a promissory note in the principal amount of $5,891,329.93 plus interest which will accrue at a rate of 0.56% per annum, the principal amount of which indebtedness will be due and owing on February 11, 2030 and the accrued interest will be due and owing annually during the term. This transaction was executed as part of multi-generational estate planning by and among members of the Rankin family. F7 · derivative.exercise_date: N/A F7 · derivative.expiration_date: N/A Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 22:01 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 104,486 | $59.04 | $6,168,853.44 |
DisclosureSEC source: 0001127602-21-006277 · form4.xml · nonDerivative · entry 1 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: 191,748 F1 · kind: The shares conveyed in this transaction are part of a group of shares conveyed in exchange for a promissory note in the principal amount of $5,891,329.93 plus interest which will accrue at a rate of 0.56% per annum, the principal amount of which indebtedness will be due and owing on February 11, 2030 and the accrued interest will be due and owing annually during the term. This transaction was executed as part of multi-generational estate planning by and among members of the Rankin family. Read SEC document |
| January 22, 2021 Filed Jan 26, 2021 19:14 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | PurchaseClass B Common Stock · Derivative | 702 | $15.19 | $10,660.50 |
DisclosureSEC source: 0001127602-21-002529 · form4.xml · derivative · entry 25 WILLIAMS CLARA R · CIK 0001247996 · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · by RAIV B Disclosed balance after: 42,529 Underlying: Class A Common Stock · 702 shares Expires not disclosed F1 · derivative.exercise_price: N/A F18 · kind: AMR RAIV -- The shares conveyed in this transaction are part of a group of shares conveyed in exchange for a promissory note in the principal amount of $104,771.61 plus interest which will accrue at a rate of 0.52% per annum, the principal amount of which indebtedness will be due and owing on January 21, 2030 and the accrued interest will be due and owing annually during the term. These transactions were executed as part of multi-generational estate planning by and among members of the Rankin family. F1 · derivative.exercise_date: N/A F1 · derivative.expiration_date: N/A Read SEC document |
| January 22, 2021 Filed Jan 26, 2021 19:14 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | PurchaseClass B Common Stock · Derivative | 5,967 | $15.19 | $90,614.27 |
DisclosureSEC source: 0001127602-21-002529 · form4.xml · derivative · entry 24 WILLIAMS CLARA R · CIK 0001247996 · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 7,857 Underlying: Class A Common Stock · 5,967 shares Expires not disclosed F1 · derivative.exercise_price: N/A F17 · kind: BTR RAIV -- The shares conveyed in this transaction are part of a group of shares conveyed in exchange for a promissory note in the principal amount of $890,720.11 plus interest which will accrue at a rate of 0.52% per annum, the principal amount of which indebtedness will be due and owing on January 21, 2030 and the accrued interest will be due and owing annually during the term. These transactions were executed as part of multi-generational estate planning by and among members of the Rankin family. F1 · derivative.exercise_date: N/A F1 · derivative.expiration_date: N/A F8 · ownership.nature: Held by BTR 2020 GST Trust for the benefit of Reporting Person. Read SEC document |
| January 22, 2021 Filed Jan 26, 2021 19:14 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | PurchaseClass B Common Stock · Derivative | 6,161 | $15.19 | $93,560.33 |
DisclosureSEC source: 0001127602-21-002529 · form4.xml · derivative · entry 23 WILLIAMS CLARA R · CIK 0001247996 · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · By RAI Disclosed balance after: 26,161 Underlying: Class A Common Stock · 6,161 shares Expires not disclosed F1 · derivative.exercise_price: N/A F16 · kind: AMR RAI -- The shares conveyed in this transaction are part of a group of shares conveyed in exchange for a promissory note in the principal amount of $919,615.17 plus interest which will accrue at a rate of 0.52% per annum, the principal amount of which indebtedness will be due and owing on January 21, 2030 and the accrued interest will be due and owing annually during the term. These transactions were executed as part of multi-generational estate planning by and among members of the Rankin family. F1 · derivative.exercise_date: N/A F1 · derivative.expiration_date: N/A F14 · ownership.nature: RAI-Represents Reporting Person's limited partnership interest in shares held by Rankin Associates I, L.P. Read SEC document |
| January 22, 2021 Filed Jan 26, 2021 19:14 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | PurchaseClass B Common Stock · Derivative | 668 | $15.19 | $10,144.18 |
DisclosureSEC source: 0001127602-21-002529 · form4.xml · derivative · entry 22 WILLIAMS CLARA R · CIK 0001247996 · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 1,890 Underlying: Class A Common Stock · 668 shares Expires not disclosed F1 · derivative.exercise_price: N/A F15 · kind: BTR RAI -- The shares conveyed in this transaction are part of a group of shares conveyed in exchange for a promissory note in the principal amount of $99,671.39 plus interest which will accrue at a rate of 0.52% per annum, the principal amount of which indebtedness will be due and owing on January 21, 2030 and the accrued interest will be due and owing annually during the term. These transactions were executed as part of multi-generational estate planning by and among members of the Rankin family. F1 · derivative.exercise_date: N/A F1 · derivative.expiration_date: N/A F8 · ownership.nature: Held by BTR 2020 GST Trust for the benefit of Reporting Person. Read SEC document |
| January 22, 2021 Filed Jan 26, 2021 19:14 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | PurchaseClass A Common Stock | 2,191 | $15.19 | $33,272.31 |
DisclosureSEC source: 0001127602-21-002529 · form4.xml · nonDerivative · entry 7 WILLIAMS CLARA R · CIK 0001247996 · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 2,191 F7 · kind: BTR RAII -- The shares conveyed in this transaction are part of a group of shares conveyed in exchange for a promissory note in the principal amount of $327,007.89 plus interest which will accrue at a rate of 0.52% per annum, the principal amount of which indebtedness will be due and owing on January 21, 2030 and the accrued interest will be due and owing annually during the term. These transactions were executed as part of multi-generational estate planning by and among members of the Rankin family. F8 · ownership.nature: Held by BTR 2020 GST Trust for the benefit of Reporting Person. Read SEC document |
| January 22, 2021 Filed Jan 26, 2021 21:42 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass B Common Stock · Derivative | 10,365 | $55.50 | $575,257.50 |
DisclosureSEC source: 0001127602-21-002609 · form4.xml · derivative · entry 40 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: 11,932 Underlying: Class A Common Stock · 10,365 shares Expires not disclosed F11 · derivative.exercise_price: N/A F32 · kind: The shares conveyed in this transaction are part of a group of shares conveyed in exchange for a series of promissory notes in the principal amounts of $99,761.39, $327,007.89, $890, $720.11 and $3,521.90 plus interest which will accrue at a rate of 0.52% per annum, the principal amount of which indebtedness will be due and owing on January 21, 2030 and the accrued interest will be due and owing annually during the term. These transactions were executed as part of multi-generational estate planning by and among by members of the Rankin family. F12 · derivative.exercise_date: N/A F13 · derivative.expiration_date: N/A Read SEC document |
| January 22, 2021 Filed Jan 26, 2021 21:42 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass B Common Stock · Derivative | 860 | $55.50 | $47,730.00 |
DisclosureSEC source: 0001127602-21-002609 · form4.xml · derivative · entry 39 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 IV. Disclosed balance after: 52,143 Underlying: Class A Common Stock · 860 shares Expires not disclosed F10 · derivative.exercise_price: N/A F31 · kind: The shares conveyed in this transaction are part of a group of shares conveyed in exchange for a series of promissory notes each in the principal amount of $104,771.62 plus interest which will accrue at a rate of 0.52% per annum, the principal amount of which indebtedness will be due and owing on January 21, 2030 and the accrued interest will be due and owing annually during the term. These transactions were executed as part of multi-generational estate planning by and among by members of the Rankin family. F10 · derivative.exercise_date: N/A F10 · derivative.expiration_date: N/A Read SEC document |
| January 22, 2021 Filed Jan 26, 2021 21:42 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass B Common Stock · Derivative | 7,904 | $55.50 | $438,672.00 |
DisclosureSEC source: 0001127602-21-002609 · form4.xml · derivative · entry 38 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: 33,561 Underlying: Class A Common Stock · 7,904 shares Expires not disclosed F10 · derivative.exercise_price: N/A F30 · kind: The shares conveyed in this transaction are part of a group of shares conveyed in exchange for a series promissory notes each in the principal amount of $919,615,17 plus interest which will accrue at a rate of 0.52% per annum, the principal amount of which indebtedness will be due and owing on January 21, 2030 and the accrued interest will be due and owing annually during the term. These transactions were executed as part of multi-generational estate planning by and among by members of the Rankin family. F10 · derivative.exercise_date: N/A F10 · derivative.expiration_date: N/A Read SEC document |
| January 22, 2021 Filed Jan 26, 2021 21:42 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 7,352 | $55.50 | $408,036.00 |
DisclosureSEC source: 0001127602-21-002609 · form4.xml · nonDerivative · entry 14 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: 8,228 F8 · kind: The shares conveyed in this transaction are part of a group of shares conveyed in exchange for a series of promissory notes in the principal amounts of $99,761.39, $327,007.89, $890, $720.11 and $3,521.90 plus interest which will accrue at a rate of 0.52% per annum, the principal amount of which indebtedness will be due and owing on January 21, 2030 and the accrued interest will be due and owing annually during the term. These transactions were executed as part of multi-generational estate planning by and among by members of the Rankin family. Read SEC document |
| January 22, 2021 Filed Jan 26, 2021 21:42 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 146 | $55.50 | $8,103.00 |
DisclosureSEC source: 0001127602-21-002609 · form4.xml · nonDerivative · entry 13 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 F7 · kind: The shares conveyed in this transaction are part of a group of shares conveyed in exchange for a series of promissory notes each in the principal amount of $8,116.29 plus interest which will accrue at a rate of 0.52% per annum, the principal amount of which indebtedness will be due and owing on January 21, 2030 and the accrued interest will be due and owing annually during the term. These transactions were executed as part of multi-generational estate planning by and among by members of the Rankin family. Read SEC document |
| January 22, 2021 Filed Jan 26, 2021 21:42 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 544 | $55.50 | $30,192.00 |
DisclosureSEC source: 0001127602-21-002609 · form4.xml · nonDerivative · entry 12 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 IV. Disclosed balance after: 32,913 F6 · kind: The shares conveyed in this transaction are part of a group of shares conveyed in exchange for a series of promissory notes each in the principal amount of $104,771.62 plus interest which will accrue at a rate of 0.52% per annum, the principal amount of which indebtedness will be due and owing on January 21, 2030 and the accrued interest will be due and owing annually during the term. These transactions were executed as part of multi-generational estate planning by and among by members of the Rankin family. Read SEC document |
| January 22, 2021 Filed Jan 26, 2021 21:42 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 4,417 | $55.50 | $245,143.50 |
DisclosureSEC source: 0001127602-21-002609 · form4.xml · nonDerivative · entry 11 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: 18,760 F5 · kind: The shares conveyed in this transaction are part of a group of shares conveyed in exchange for a series promissory notes each in the principal amount of $919,615,17 plus interest which will accrue at a rate of 0.52% per annum, the principal amount of which indebtedness will be due and owing on January 21, 2030 and the accrued interest will be due and owing annually during the term. These transactions were executed as part of multi-generational estate planning by and among by members of the Rankin family. Read SEC document |
| January 22, 2021 Filed Jan 26, 2021 18:09 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | PurchaseClass B Common Stock · Derivative | 5,967 | $11.53 | $68,823.38 |
DisclosureSEC source: 0001127602-21-002502 · 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 BTR 2020 GST for the benefit of the Reporting Person Disclosed balance after: 8,826 Underlying: Class A Common Stock · 5,967 shares Expires not disclosed F7 · derivative.exercise_price: N/A F5 · price: The shares conveyed in this transaction are part of a group of shares conveyed in exchange for a promissory note in the principal amount of $890,720.11 plus interest which will accrue at a rate of 0.52% per annum, the principal amount of which indebtedness will be due and owing on January 21, 2030 and the accrued interest will be due and owing annually during the term. These transactions were executed as part of multi-generational estate planning by and among by members of the Rankin family. F7 · derivative.exercise_date: N/A F7 · derivative.expiration_date: N/A Read SEC document |
| January 22, 2021 Filed Jan 26, 2021 18:09 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | PurchaseClass B Common Stock · Derivative | 2,191 | $11.53 | $25,270.99 |
DisclosureSEC source: 0001127602-21-002502 · 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: 2,859 Underlying: Class A Common Stock · 2,191 shares Expires not disclosed F7 · derivative.exercise_price: N/A F4 · price: The shares conveyed in this transaction are part of a group of shares conveyed in exchange for a promissory note in the principal amount of $327,007.89 plus interest which will accrue at a rate of 0.52% per annum, the principal amount of which indebtedness will be due and owing on January 21, 2030 and the accrued interest will be due and owing annually during the term. These transactions were executed as part of multi-generational estate planning by and among by members of the Rankin family. F7 · derivative.exercise_date: N/A F7 · derivative.expiration_date: N/A Read SEC document |
| January 22, 2021 Filed Jan 26, 2021 18:09 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | PurchaseClass B Common Stock · Derivative | 668 | $11.53 | $7,704.71 |
DisclosureSEC source: 0001127602-21-002502 · form4.xml · derivative · entry 20 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: 668 Underlying: Class A Common Stock · 668 shares Expires not disclosed F7 · derivative.exercise_price: N/A F3 · price: The shares conveyed in this transaction are part of a group of shares conveyed in exchange for a promissory note in the principal amount of $99,671.39 plus interest which will accrue at a rate of 0.52% per annum, the principal amount of which indebtedness will be due and owing on January 21, 2030 and the accrued interest will be due and owing annually during the term. These transactions were executed as part of multi-generational estate planning by and among by members of the Rankin family. F7 · derivative.exercise_date: N/A F7 · 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.