Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HYSTER-YALE, INC.HY · Entity 5370 | Director · Member of a Group | October 01, 2026 | October 01, 2026 |
| Hamilton Beach Brands Holding CoHBB · Entity 5625 | 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 | IndirectHeld in trust fbo Reporting Person | 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: Award Share of Class A Common Stock award to the Reporting Person as "Required Shares" in the company's Non-Employee Director's Equity Compensation Plan. |
| Class A Common StockSEC Table I · non-derivative | IndirectSpouse's proportionate 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 F2: Reporting Person disclaims beneficial ownership of all such shares. |
| Class A Common StockSEC Table I · non-derivative | IndirectSpouse is 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 | IndirectSpouse 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 F2: Reporting Person disclaims beneficial ownership of all such shares. |
| Class A Common StockSEC Table I · non-derivative | IndirectHeld by trust for the benefit of Reporting Person's Spouse | 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 F2: Reporting Person disclaims beneficial ownership of all such shares. |
| Class A Common StockSEC Table I · non-derivative | IndirectSpouse is 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 | IndirectSpouse serves as Trustee of the Trust fbo Clara Rankin | 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 is Trustee of a Trust for the benefit of Reporting Person's 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 is Trustee of a Trust for the benefit of Reporting Person's 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 | IndirectServes as 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 | IndirectServes as 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 | IndirectSpouse's proportionate partnership interest shares held by AMR Associates LP | 147,481 |
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 147,481 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 HRB 2020 GST trust fbo Clara Butler | 62,034 |
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 62,034 F3: N/A F2: Reporting Person disclaims beneficial ownership of all such shares. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectSpouse serves as Trustee of GSTs for the benefit of Clara R. Williams | 41,679 |
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 41,679 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 in shares held by Rankin Associates I. | 52,321 |
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 52,321 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 in shares held by Rankin Associates IV. | 85,056 |
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 85,056 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 | 146 |
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 146 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 BTR 2020 GST trust fbo Clara Williams | 20,160 |
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 20,160 F3: N/A F2: Reporting Person disclaims beneficial ownership of all such shares. |
| Class B Common StockSEC Table II · derivative / convertible security | Indirectproportionate LP interest in shares held by RA II, L.P | 11,766 |
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 11,766 F3: N/A |
| Class B Common StockSEC Table II · derivative / convertible security | Indirectproportionate interests held in shares in Rankin Associates V | 905 |
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 905 F3: N/A |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectReporting person's proportionate interest in shares held by Rankin Associates VI | 635 |
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 635 F3: N/A |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectSpouse is Trustee of HRB 2020 GST trust fbo Griffin Butler | 62,035 |
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 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 serves as Trustee of the Trust fbo Clara Rankin rep interest in shares held by RAI nd RAV | 26,244 |
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 26,244 F3: N/A |
| 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 26
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 26 · 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 | 1,892 |
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 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 trust?s proportionate interests in shares held by Rankin Associates II. | 22,654 |
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 22,654 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 32
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 32 · 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 proportionate interests held in shares in Rankin Associates V | 556 |
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 556 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 | 555 |
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 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 interest in shares held by Rankin Associates VI | 793 |
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 793 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 35
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 35 · Balance 792 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 CRW 2020 GST trust fbo Helen Williams | 62,035 |
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 62,035 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 CRW 2020 GST trust fbo Margo Williams | 62,035 |
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 62,035 F3: N/A F2: Reporting Person disclaims beneficial ownership of all such shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Award Share of Class A Common Stock award to the Reporting Person as "Required Shares" in the company's Non-Employee Director's Equity Compensation Plan.
F2: Reporting Person disclaims beneficial ownership of all such shares.
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 spouse | 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's spouse 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. |
| Class A Common StockSEC Table I · non-derivative | IndirectReporting Person is Trustee of a Trust for the benefit of minor child | 7,331 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 7,331 F3: Reporting Person disclaims beneficial ownership of all such shares. |
| Class A Common StockSEC Table I · non-derivative | IndirectReporting Person is Trustee of a Trust for the benefit of 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 | IndirectReporting person serves as Trustee of a Trust for the benefit of the David B. Williams | 20,029 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 20,029 |
| Class A Common StockSEC Table I · non-derivative | IndirectSpouse serves as Trustee of BTR 2020 GST for the benefit of the Reporting Person's Spouse | 780 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 780 |
Filing footnotes · ownership attribution and instrument terms
F1: 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: 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 Spouse/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's Spouse. Reporting Person disclaims beneficial ownership of all such shares. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Spouse/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's spouse. Reporting Person disclaims beneficial ownership of all such shares. |
| 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 spouse's proportionate limited partnership interest in shares held by AMR NC. Reporting Person disclaims beneficial ownership of all such shares. |
| 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 F13: Contributions of Class B shares to AMR Associates NC, L.P. ("AMR NC"). F4: Represents the Reporting Person's spouse's proportionate limited partnership interest in shares held by AMR NC. Reporting Person disclaims beneficial ownership of all such shares. |
| 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 is the trustee for the CRW 2020 GST Trust for the benefit of Helen C. Williams. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust/Daughter 2 | 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 F10: Reporting Person is Trustee of a Trust 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/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 is the trustee for the CRW 2020 GST Trust for the benefit of Margo J.V. Williams. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust/Daughter 1 | 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 F10: Reporting Person is Trustee of a Trust 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 | Direct | 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 |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Assoc II | 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 F8: Represents the Reporting Person's proportionate limited partnership interest in shares held by Rankin Associates II, L.P. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Assoc II/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 F9: Represents the Reporting Person's child'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/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 F11: Reporting Person's spouse 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 F12: Reporting Person's spouse 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 1 | 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 F9: Represents the Reporting Person's child's proportionate limited partnership interest in shares held by Rankin Associates II, L.P. Reporting Person disclaims beneficial ownership of all such shares. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectBy Spouse/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's spouse. Reporting Person disclaims beneficial ownership of all such shares. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectBy Spouse/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's Spouse. Reporting Person disclaims beneficial ownership of all such shares. |
| Class B Common StockSEC Table II · derivative / convertible security | Indirectspouse/RAI | 26,161 |
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 26,161 F2: N/A F14: Represents the Reporting Person's spouse's proportionate limited partnership interest in shares held by Rankin Associates I, L.P. Reporting Person disclaims beneficial ownership of all such shares. |
| Class B Common StockSEC Table II · derivative / convertible security | Indirectto Spouse by RAIV (B) | 42,529 |
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 42,529 F2: N/A |
| 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 18
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 18 · Balance 24,729 F2: N/A F6: Reporting Person is the trustee for 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 19
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 19 · Balance 24,729 F2: N/A F7: Reporting Person is the trustee for the CRW 2020 GST Trust for the benefit of Margo J.V. Williams. |
| 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 F11: Reporting Person's spouse 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 F12: Reporting Person's spouse 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's Spouse. Reporting Person disclaims beneficial ownership of all such shares.
F4: Represents the Reporting Person's spouse's proportionate limited partnership interest in shares held by AMR NC. Reporting Person disclaims beneficial ownership of all such shares.
F5: Held by BTR 2020 GST Trust for the benefit of Reporting Person's spouse. Reporting Person disclaims beneficial ownership of all such shares.
F6: Reporting Person is the trustee for the CRW 2020 GST Trust for the benefit of Helen C. Williams.
F7: Reporting Person is the trustee for the CRW 2020 GST Trust for the benefit of Margo J.V. Williams.
F8: Represents the Reporting Person's proportionate limited partnership interest in shares held by Rankin Associates II, L.P.
F9: Represents the Reporting Person's child's proportionate limited partnership interest in shares held by Rankin Associates II, L.P. Reporting Person disclaims beneficial ownership of all such shares.
F10: Reporting Person is Trustee of a Trust for the benefit of Reporting Person's minor child. Reporting Person disclaims beneficial ownership of all such shares.
F11: Reporting Person's spouse serves as trustee of the HRB 2020 GST Trust for the benefit of Clara R. Butler.
F12: Reporting Person's spouse serves as trustee of the HRB 2020 GST Trust for the benefit of Griffin B. Butler.
F13: Contributions of Class B shares to AMR Associates NC, L.P. ("AMR NC").
F14: Represents the Reporting Person's spouse's proportionate limited partnership interest in shares held by Rankin Associates I, L.P. Reporting Person disclaims beneficial ownership of all such shares.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| January 22, 2021 Filed Jan 26, 2021 18:08 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | PurchaseClass B Common Stock · Derivative | 5,967 | $11.53 | $68,823.38 |
DisclosureSEC source: 0001127602-21-002501 · form4.xml · derivative · entry 22 WILLIAMS DAVID B · CIK 0001247994 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse serves as Trustee of BTR 2020 GST for the benefit of the Reporting Person's spouse Disclosed balance after: 8,826 Underlying: Class A Common Stock · 5,967 shares Expires not disclosed F7 · derivative.exercise_price: N/A F6 · 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 18:08 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | PurchaseClass B Common Stock · Derivative | 2,191 | $11.53 | $25,270.99 |
DisclosureSEC source: 0001127602-21-002501 · form4.xml · derivative · entry 21 WILLIAMS DAVID B · CIK 0001247994 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse serves as Trustee of BTR 2020 GST for the benefit of the Reporting Person's spouse Disclosed balance after: 2,859 Underlying: Class A Common Stock · 2,191 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 $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 18:08 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | PurchaseClass B Common Stock · Derivative | 668 | $11.53 | $7,704.71 |
DisclosureSEC source: 0001127602-21-002501 · form4.xml · derivative · entry 20 WILLIAMS DAVID B · CIK 0001247994 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse serves as Trustee of BTR 2020 GST for the benefit of the Reporting Person's spouse Disclosed balance after: 668 Underlying: Class A Common Stock · 668 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 $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 |
| January 22, 2021 Filed Jan 26, 2021 18:08 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | PurchaseClass B Common Stock · Derivative | 702 | $11.53 | $8,096.87 |
DisclosureSEC source: 0001127602-21-002501 · form4.xml · derivative · entry 19 WILLIAMS DAVID B · CIK 0001247994 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse's proportionate limited partnership interest in shares held by Rankin Associates IV, L.P. Disclosed balance after: 42,529 Underlying: Class A Common Stock · 702 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 $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 by members of the Rankin family. F7 · derivative.exercise_date: N/A F7 · derivative.expiration_date: N/A F2 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| January 22, 2021 Filed Jan 26, 2021 18:08 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | PurchaseClass B Common Stock · Derivative | 6,161 | $11.53 | $71,060.97 |
DisclosureSEC source: 0001127602-21-002501 · form4.xml · derivative · entry 18 WILLIAMS DAVID B · CIK 0001247994 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse's proportionate limited partnership interest in shares held by Rankin Associates I, L.P. Disclosed balance after: 26,161 Underlying: Class A Common Stock · 6,161 shares Expires not disclosed F7 · derivative.exercise_price: N/A F1 · price: The shares conveyed in this transaction are part of a group of shares conveyed in exchange for a promissory note in the principal amount of $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. F7 · derivative.exercise_date: N/A F7 · derivative.expiration_date: N/A F2 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| January 22, 2021 Filed Jan 26, 2021 18:08 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | PurchaseClass A Common Stock | 5,968 | $11.53 | $68,834.91 |
DisclosureSEC source: 0001127602-21-002501 · form4.xml · nonDerivative · entry 5 WILLIAMS DAVID B · CIK 0001247994 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse serves as Trustee of BTR 2020 GST for the benefit of the Reporting Person's Spouse Disclosed balance after: 8,827 F6 · 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. Read SEC document |
| January 22, 2021 Filed Jan 26, 2021 18:08 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | PurchaseClass A Common Stock | 2,191 | $11.53 | $25,270.99 |
DisclosureSEC source: 0001127602-21-002501 · form4.xml · nonDerivative · entry 4 WILLIAMS DAVID B · CIK 0001247994 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse serves as Trustee of BTR 2020 GST for the benefit of the Reporting Person's Spouse Disclosed balance after: 2,859 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 $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. Read SEC document |
| January 22, 2021 Filed Jan 26, 2021 18:08 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | PurchaseClass A Common Stock | 668 | $11.53 | $7,704.71 |
DisclosureSEC source: 0001127602-21-002501 · form4.xml · nonDerivative · entry 3 WILLIAMS DAVID B · CIK 0001247994 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse serves as Trustee of BTR 2020 GST for the benefit of the Reporting Person's Spouse Disclosed balance after: 668 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 $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. Read SEC document |
| January 22, 2021 Filed Jan 26, 2021 18:08 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | PurchaseClass A Common Stock | 702 | $11.53 | $8,096.87 |
DisclosureSEC source: 0001127602-21-002501 · form4.xml · nonDerivative · entry 2 WILLIAMS DAVID B · CIK 0001247994 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse's proportionate limited partnership interest in shares held by Rankin Associates IV, L.P. Disclosed balance after: 42,529 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 $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 by members of the Rankin family. F2 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| January 22, 2021 Filed Jan 26, 2021 18:08 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | PurchaseClass A Common Stock | 6,161 | $11.53 | $71,060.97 |
DisclosureSEC source: 0001127602-21-002501 · form4.xml · nonDerivative · entry 1 WILLIAMS DAVID B · CIK 0001247994 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse's proportionate limited partnership interest in shares held by Rankin Associates I, L.P. Disclosed balance after: 26,161 F1 · price: The shares conveyed in this transaction are part of a group of shares conveyed in exchange for a promissory note in the principal amount of $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. F2 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| January 01, 2021 Filed Jan 5, 2021 22:20 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GrantClass A Common Stock | 1,259 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-000743 · form4.xml · nonDerivative · entry 14 WILLIAMS DAVID B · CIK 0001247994 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Trust for the benefit of spouse Disclosed balance after: 85,650 F4 · kind: 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. F1 · price: N/A F2 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| January 01, 2021 Filed Jan 5, 2021 22:20 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GrantClass A Common Stock | 844 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-000743 · form4.xml · nonDerivative · entry 13 WILLIAMS DAVID B · CIK 0001247994 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Trust for the benefit of spouse Disclosed balance after: 86,494 F3 · kind: Shares of Class A Common Stock awarded to the Reporting Person's spouse as "Voluntary Shares" under the Company's Non-Employee Directors' Equity Compensation Plan. F1 · price: N/A F2 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| January 01, 2021 Filed Jan 6, 2021 15:51 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GrantClass A Common Stock | 578 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-000895 · form4.xml · nonDerivative · entry 1 WILLIAMS DAVID B · CIK 0001247994 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,894 F1 · kind: Award-Shares of Class A Common Stock awarded to the Reporting Person as "Required Shares" under the company's Non-Employee Directors' Equity Compensation Plan. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 22:20 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass B Common Stock · Derivative | 5,398 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-000743 · form4.xml · derivative · entry 33 WILLIAMS DAVID B · CIK 0001247994 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse's proportionate limited partnership interest in shares held by Rankin Associates II, L.P. Disclosed balance after: 0 Underlying: Class A Common Stock · 5,398 shares Expires not disclosed F1 · derivative.exercise_price: N/A F1 · price: N/A F1 · derivative.exercise_date: N/A F1 · derivative.expiration_date: N/A F2 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 22:20 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass B Common Stock · Derivative | 5,398 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-000743 · form4.xml · derivative · entry 32 WILLIAMS DAVID B · CIK 0001247994 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse's proportionate limited partnership interest in shares held by Rankin Associates II, L.P. Disclosed balance after: 5,398 Underlying: Class A Common Stock · 5,398 shares Expires not disclosed F1 · derivative.exercise_price: N/A F1 · price: N/A F1 · derivative.exercise_date: N/A F1 · derivative.expiration_date: N/A F2 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 22:20 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass B Common Stock · Derivative | 24,729 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-000743 · form4.xml · derivative · entry 31 WILLIAMS DAVID B · CIK 0001247994 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse's proportionate limited partnership interest in shares held by Rankin Associates I, L.P. Disclosed balance after: 20,000 Underlying: Class A Common Stock · 24,729 shares Expires not disclosed F1 · derivative.exercise_price: N/A F1 · price: N/A F1 · derivative.exercise_date: N/A F1 · derivative.expiration_date: N/A F2 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 22:20 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass B Common Stock · Derivative | 24,729 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-000743 · form4.xml · derivative · entry 30 WILLIAMS DAVID B · CIK 0001247994 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse's proportionate limited partnership interest in shares held by Rankin Associates I, L.P. Disclosed balance after: 44,729 Underlying: Class A Common Stock · 24,729 shares Expires not disclosed F1 · derivative.exercise_price: N/A F1 · price: N/A F1 · derivative.exercise_date: N/A F1 · derivative.expiration_date: N/A F2 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 22:20 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass B Common Stock · Derivative | 5,398 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-000743 · form4.xml · derivative · entry 29 WILLIAMS DAVID B · CIK 0001247994 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Reporting Person serves as Trustee of CRW 2020 GST for the benefit of Helen C. Williams Disclosed balance after: 30,127 Underlying: Class A Common Stock · 5,398 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 31, 2020 Filed Jan 5, 2021 22:20 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass B Common Stock · Derivative | 5,398 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-000743 · form4.xml · derivative · entry 28 WILLIAMS DAVID B · CIK 0001247994 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Reporting Person serves as Trustee of CRW 2020 GST for the benefit of Margo J.V. Williams Disclosed balance after: 30,127 Underlying: Class A Common Stock · 5,398 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 31, 2020 Filed Jan 5, 2021 22:20 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass B Common Stock · Derivative | 5,398 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-000743 · form4.xml · derivative · entry 27 WILLIAMS DAVID B · CIK 0001247994 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse serves as Trustee of HRB 2020 GST for the benefit of Griffin B. Butler Disclosed balance after: 30,127 Underlying: Class A Common Stock · 5,398 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 31, 2020 Filed Jan 5, 2021 22:20 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass B Common Stock · Derivative | 5,398 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-000743 · form4.xml · derivative · entry 26 WILLIAMS DAVID B · CIK 0001247994 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse serves as Trustee of HRB 2020 GST for the benefit of Clara R. Butler Disclosed balance after: 30,127 Underlying: Class A Common Stock · 5,398 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 31, 2020 Filed Jan 5, 2021 22:20 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass B Common Stock · Derivative | 24,729 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-000743 · form4.xml · derivative · entry 25 WILLIAMS DAVID B · CIK 0001247994 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Reporting Person serves as Trustee of CRW 2020 GST for the benefit of Helen C. Williams Disclosed balance after: 24,729 Underlying: Class A Common Stock · 24,729 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 31, 2020 Filed Jan 5, 2021 22:20 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass B Common Stock · Derivative | 24,729 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-000743 · form4.xml · derivative · entry 24 WILLIAMS DAVID B · CIK 0001247994 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Reporting Person serves as Trustee of CRW 2020 GST for the benefit of Margo J.V. Williams Disclosed balance after: 24,729 Underlying: Class A Common Stock · 24,729 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 31, 2020 Filed Jan 5, 2021 22:20 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass B Common Stock · Derivative | 24,729 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-000743 · form4.xml · derivative · entry 23 WILLIAMS DAVID B · CIK 0001247994 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse serves as Trustee of HRB 2020 GST for the benefit of Griffin B. Butler Disclosed balance after: 24,729 Underlying: Class A Common Stock · 24,729 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 31, 2020 Filed Jan 5, 2021 22:20 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass B Common Stock · Derivative | 24,729 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-000743 · form4.xml · derivative · entry 22 WILLIAMS DAVID B · CIK 0001247994 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse serves as Trustee of HRB 2020 GST for the benefit of Clara R. Butler Disclosed balance after: 24,729 Underlying: Class A Common Stock · 24,729 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 31, 2020 Filed Jan 5, 2021 22:20 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass A Common Stock | 5,398 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-000743 · form4.xml · nonDerivative · entry 12 WILLIAMS DAVID B · CIK 0001247994 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse serves as Trustee of HRB 2020 GST for the benefit of Griffin B. Butler Disclosed balance after: 30,127 F1 · price: N/A Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 22:20 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass A Common Stock | 5,398 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-000743 · form4.xml · nonDerivative · entry 11 WILLIAMS DAVID B · CIK 0001247994 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse's proportionate limited partnership interest in shares held by Rankin Associates II, L.P. Disclosed balance after: 0 F1 · price: N/A F2 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 22:20 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass A Common Stock | 5,398 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-000743 · form4.xml · nonDerivative · entry 10 WILLIAMS DAVID B · CIK 0001247994 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse's proportionate limited partnership interest in shares held by Rankin Associates II, L.P. Disclosed balance after: 5,398 F1 · price: N/A F2 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 22:20 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass A Common Stock | 24,729 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-000743 · form4.xml · nonDerivative · entry 9 WILLIAMS DAVID B · CIK 0001247994 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse's proportionate limited partnership interest in shares held by Rankin Associates I, L.P. Disclosed balance after: 20,000 F1 · price: N/A F2 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 22:20 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass A Common Stock | 24,729 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-000743 · form4.xml · nonDerivative · entry 8 WILLIAMS DAVID B · CIK 0001247994 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse's proportionate limited partnership interest in shares held by Rankin Associates I, L.P. Disclosed balance after: 44,729 F1 · price: N/A F2 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 22:20 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass A Common Stock | 5,398 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-000743 · form4.xml · nonDerivative · entry 7 WILLIAMS DAVID B · CIK 0001247994 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse serves as Trustee of HRB 2020 GST for the benefit of Clara R. Butler Disclosed balance after: 30,127 F1 · price: N/A Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 22:20 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass A Common Stock | 5,398 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-000743 · form4.xml · nonDerivative · entry 6 WILLIAMS DAVID B · CIK 0001247994 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Reporting Person serves as Trustee of CRW 2020 GST for the benefit of Helen C. Williams Disclosed balance after: 30,127 F1 · price: N/A Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 22:20 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass A Common Stock | 5,398 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-000743 · form4.xml · nonDerivative · entry 5 WILLIAMS DAVID B · CIK 0001247994 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Reporting Person serves as Trustee of CRW 2020 GST for the benefit of Margo J.V. Williams Disclosed balance after: 30,127 F1 · price: N/A Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 22:20 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass A Common Stock | 24,729 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-000743 · form4.xml · nonDerivative · entry 4 WILLIAMS DAVID B · CIK 0001247994 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Reporting Person serves as Trustee of CRW 2020 GST for the benefit of Helen C. Williams Disclosed balance after: 24,729 F1 · price: N/A Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 22:20 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass A Common Stock | 24,729 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-000743 · form4.xml · nonDerivative · entry 3 WILLIAMS DAVID B · CIK 0001247994 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Reporting Person serves as Trustee of CRW 2020 GST for the benefit of Margo J.V. Williams Disclosed balance after: 24,729 F1 · price: N/A Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 22:20 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass A Common Stock | 24,729 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-000743 · form4.xml · nonDerivative · entry 2 WILLIAMS DAVID B · CIK 0001247994 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse serves as Trustee of HRB 2020 GST for the benefit of Griffin B. Butler Disclosed balance after: 24,729 F1 · price: N/A Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 22:20 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass A Common Stock | 24,729 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-000743 · form4.xml · nonDerivative · entry 1 WILLIAMS DAVID B · CIK 0001247994 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse serves as Trustee of HRB 2020 GST for the benefit of Clara R. Butler Disclosed balance after: 24,729 F1 · price: N/A Read SEC document |
| December 31, 2020 Filed Jan 25, 2021 13:21 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass B Common Stock · Derivative | 1,222 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-002401 · form4.xml · derivative · entry 16 WILLIAMS DAVID B · CIK 0001247994 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse serves as Trustee of BTR 2020 GST for the benefit of the Reporting Person's spouse Disclosed balance after: 1,222 Underlying: Class A Common Stock · 1,222 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 31, 2020 Filed Jan 25, 2021 13:21 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass A Common Stock | 1,222 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-002401 · form4.xml · nonDerivative · entry 1 WILLIAMS DAVID B · CIK 0001247994 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse serves as Trustee of BTR 2020 GST for the benefit of the Reporting Person's Spouse Disclosed balance after: 1,222 F1 · price: N/A Read SEC document |
| December 31, 2020 Filed Jan 26, 2021 19:24 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GiftClass B Common Stock · Derivative | 1,222 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-002532 · form4.xml · derivative · entry 21 WILLIAMS DAVID B · CIK 0001247994 · Director · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse/Trust Disclosed balance after: 1,222 Underlying: Class A Common Stock · 1,222 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 F8 · ownership.nature: Held by BTR 2020 GST Trust for the benefit of Reporting Person's spouse. Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| December 31, 2020 Filed Jan 26, 2021 19:24 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GiftClass B Common Stock · Derivative | 24,729 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-002532 · form4.xml · derivative · entry 20 WILLIAMS DAVID B · CIK 0001247994 · Director · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust/Daughter 1 Disclosed balance after: 24,729 Underlying: Class A Common Stock · 24,729 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 F6 · ownership.nature: Reporting Person is the trustee for the CRW 2020 GST Trust for the benefit of Margo J.V. Williams. Read SEC document |
| December 31, 2020 Filed Jan 26, 2021 19:24 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GiftClass B Common Stock · Derivative | 24,729 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-002532 · form4.xml · derivative · entry 19 WILLIAMS DAVID B · CIK 0001247994 · Director · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · spouse/RAI Disclosed balance after: 20,000 Underlying: Class A Common Stock · 24,729 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 F13 · ownership.nature: Represents the Reporting Person's spouse's proportionate limited partnership interest in shares held by Rankin Associates I, L.P. Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| December 31, 2020 Filed Jan 26, 2021 19:24 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GiftClass B Common Stock · Derivative | 24,729 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-002532 · form4.xml · derivative · entry 18 WILLIAMS DAVID B · CIK 0001247994 · Director · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust/Daughter 2 Disclosed balance after: 24,729 Underlying: Class A Common Stock · 24,729 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 F5 · ownership.nature: Reporting Person is the trustee for the CRW 2020 GST Trust for the benefit of Helen C. Williams. Read SEC document |
| December 31, 2020 Filed Jan 26, 2021 19:24 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GiftClass B Common Stock · Derivative | 24,729 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-002532 · form4.xml · derivative · entry 17 WILLIAMS DAVID B · CIK 0001247994 · Director · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · spouse/RAI Disclosed balance after: 44,729 Underlying: Class A Common Stock · 24,729 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 F13 · ownership.nature: Represents the Reporting Person's spouse's proportionate limited partnership interest in shares held by Rankin Associates I, L.P. Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| December 31, 2020 Filed Jan 26, 2021 19:24 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GiftClass B Common Stock · Derivative | 24,729 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-002532 · form4.xml · derivative · entry 16 WILLIAMS DAVID B · CIK 0001247994 · Director · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust/Nephew Disclosed balance after: 24,729 Underlying: Class A Common Stock · 24,729 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 F3 · ownership.nature: Reporting Person's spouse serves as trustee of the HRB 2020 GST Trust for the benefit of Griffin B. Butler. Read SEC document |
| December 31, 2020 Filed Jan 26, 2021 19:24 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GiftClass B Common Stock · Derivative | 24,729 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-002532 · form4.xml · derivative · entry 15 WILLIAMS DAVID B · CIK 0001247994 · Director · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust/Niece Disclosed balance after: 24,729 Underlying: Class A Common Stock · 24,729 shares Expires not disclosed F1 · derivative.exercise_price: N/A F1 · price: N/A F1 · derivative.exercise_date: N/A F1 · derivative.expiration_date: N/A F2 · ownership.nature: Reporting Person's spouse serves as trustee of the HRB 2020 GST Trust for the benefit of Clara R. Butler. Read SEC document |
| December 31, 2020 Filed Jan 26, 2021 19:24 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GiftClass A Common Stock | 5,398 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-002532 · form4.xml · nonDerivative · entry 6 WILLIAMS DAVID B · CIK 0001247994 · Director · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust/Daughter 1 Disclosed balance after: 5,398 F1 · price: N/A F6 · ownership.nature: Reporting Person is the trustee for the CRW 2020 GST Trust for the benefit of Margo J.V. Williams. Read SEC document |
| December 31, 2020 Filed Jan 26, 2021 19:24 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GiftClass A Common Stock | 5,398 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-002532 · form4.xml · nonDerivative · entry 5 WILLIAMS DAVID B · CIK 0001247994 · Director · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · By Assoc II/Spouse Disclosed balance after: 0 F1 · price: N/A F4 · ownership.nature: Represents the Reporting Person's spouse's proportionate limited partnership interest in shares held by Rankin Associates II, L.P. Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| December 31, 2020 Filed Jan 26, 2021 19:24 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GiftClass A Common Stock | 5,398 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-002532 · form4.xml · nonDerivative · entry 4 WILLIAMS DAVID B · CIK 0001247994 · Director · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust/Daughter 2 Disclosed balance after: 5,398 F1 · price: N/A F5 · ownership.nature: Reporting Person is the trustee for the CRW 2020 GST Trust for the benefit of Helen C. Williams. Read SEC document |
| December 31, 2020 Filed Jan 26, 2021 19:24 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GiftClass A Common Stock | 5,398 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-002532 · form4.xml · nonDerivative · entry 3 WILLIAMS DAVID B · CIK 0001247994 · Director · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · By Assoc II/Spouse Disclosed balance after: 5,398 F1 · price: N/A F4 · ownership.nature: Represents the Reporting Person's spouse's proportionate limited partnership interest in shares held by Rankin Associates II, L.P. Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.