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person · Reporting owner

WILLIAMS DAVID B

Disclosed activity across 3 companies

Tapewire entity
32277
SEC CIK
0001247994

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
HYSTER-YALE, INC.HY · Entity 5370Director · Member of a GroupOctober 01, 2026October 01, 2026
Hamilton Beach Brands Holding CoHBB · Entity 5625Member of a GroupOctober 01, 2026October 06, 2026
NACCO INDUSTRIES INCNC · Entity 5896Member of a groupDecember 13, 2024December 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A Common StockSEC Table I · non-derivativeIndirectHeld in trust fbo Reporting Person26,853 Reported balance After 2026-10-01 transaction · row 1 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 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-derivativeIndirectSpouse's proportionate partnership interest shares held by AMR Associates LP153,313 Reported balance Holding disclosure · report date 2026-10-01 · row 2 Holding and transaction disclosures are not merged.
1 source row

Row 2 · Balance 153,313

F2: Reporting Person disclaims beneficial ownership of all such shares.

Class A Common StockSEC Table I · non-derivativeIndirectSpouse is Trustee of HRB 2020 GST trust fbo Clara Butler983 Reported balance Holding disclosure · report date 2026-10-01 · row 3 Holding and transaction disclosures are not merged.
1 source row

Row 3 · Balance 983

F2: Reporting Person disclaims beneficial ownership of all such shares.

Class A Common StockSEC Table I · non-derivativeIndirectSpouse serves as Trustee of GSTs for the benefit of Clara R. Williams2,647 Reported balance Holding disclosure · report date 2026-10-01 · row 4 Holding and transaction disclosures are not merged.
1 source row

Row 4 · Balance 2,647

F2: Reporting Person disclaims beneficial ownership of all such shares.

Class A Common StockSEC Table I · non-derivativeIndirectHeld by trust for the benefit of Reporting Person's Spouse182,185 Reported balance Holding disclosure · report date 2026-10-01 · row 5 Holding and transaction disclosures are not merged.
1 source row

Row 5 · Balance 182,185

F2: Reporting Person disclaims beneficial ownership of all such shares.

Class A Common StockSEC Table I · non-derivativeIndirectSpouse is Trustee of HRB 2020 GST trust fbo Griffin Butler983 Reported balance Holding disclosure · report date 2026-10-01 · row 6 Holding and transaction disclosures are not merged.
1 source row

Row 6 · Balance 983

F2: Reporting Person disclaims beneficial ownership of all such shares.

Class A Common StockSEC Table I · non-derivativeIndirectSpouse serves as Trustee of the Trust fbo Clara Rankin1,512 Reported balance Holding disclosure · report date 2026-10-01 · row 7 Holding and transaction disclosures are not merged.
1 source row

Row 7 · Balance 1,512

Class A Common StockSEC Table I · non-derivativeIndirectChild's proportionate partnership interest shares held by AMR Associates LP1,967 Reported balance Holding disclosure · report date 2026-10-01 · row 8 Holding and transaction disclosures are not merged.
1 source row

Row 8 · Balance 1,967

F2: Reporting Person disclaims beneficial ownership of all such shares.

Class A Common StockSEC Table I · non-derivativeIndirectChild's proportionate partnership interest shares held by AMR Associates LP1,967 Reported balance Holding disclosure · report date 2026-10-01 · row 11 Holding and transaction disclosures are not merged.
1 source row

Row 11 · Balance 1,967

F2: Reporting Person disclaims beneficial ownership of all such shares.

Class A Common StockSEC Table I · non-derivativeIndirectReporting Person is Trustee of a Trust for the benefit of Reporting Person's child7,211 Reported balance Holding disclosure · report date 2026-10-01 · row 9 Holding and transaction disclosures are not merged.
1 source row

Row 9 · Balance 7,211

F2: Reporting Person disclaims beneficial ownership of all such shares.

Class A Common StockSEC Table I · non-derivativeIndirectReporting Person is Trustee of a Trust for the benefit of Reporting Person's child9,961 Reported balance Holding disclosure · report date 2026-10-01 · row 12 Holding and transaction disclosures are not merged.
1 source row

Row 12 · Balance 9,961

F2: Reporting Person disclaims beneficial ownership of all such shares.

Class A Common StockSEC Table I · non-derivativeIndirectServes as Trustee of CRW 2020 GST trust fbo Helen Williams983 Reported balance Holding disclosure · report date 2026-10-01 · row 10 Holding and transaction disclosures are not merged.
1 source row

Row 10 · Balance 983

F2: Reporting Person disclaims beneficial ownership of all such shares.

Class A Common StockSEC Table I · non-derivativeIndirectServes as Trustee of CRW 2020 GST trust fbo Margo Williams983 Reported balance Holding disclosure · report date 2026-10-01 · row 13 Holding and transaction disclosures are not merged.
1 source row

Row 13 · Balance 983

F2: Reporting Person disclaims beneficial ownership of all such shares.

Class B Common StockSEC Table II · derivative / convertible securityIndirectSpouse's proportionate partnership interest shares held by AMR Associates LP147,481 Reported balance Holding disclosure · report date 2026-10-01 · row 14 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 securityIndirectSpouse is Trustee of HRB 2020 GST trust fbo Clara Butler62,034 Reported balance Holding disclosure · report date 2026-10-01 · row 15 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 securityIndirectSpouse serves as Trustee of GSTs for the benefit of Clara R. Williams41,679 Reported balance Holding disclosure · report date 2026-10-01 · row 16 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 securityIndirectSpouse'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 row

Row 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 securityIndirectSpouse'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 row

Row 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 securityIndirectSpouse's proportionate interest in shares held by Rankin Associates VI146 Reported balance Holding disclosure · report date 2026-10-01 · row 19 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 19 · Balance 146

F3: N/A

F2: Reporting Person disclaims beneficial ownership of all such shares.

Class B Common StockSEC Table II · derivative / convertible securityIndirectSpouse is Trustee of BTR 2020 GST trust fbo Clara Williams20,160 Reported balance Holding disclosure · report date 2026-10-01 · row 20 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 securityIndirectproportionate LP interest in shares held by RA II, L.P11,766 Reported balance Holding disclosure · report date 2026-10-01 · row 21 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 21 · Balance 11,766

F3: N/A

Class B Common StockSEC Table II · derivative / convertible securityIndirectproportionate interests held in shares in Rankin Associates V905 Reported balance Holding disclosure · report date 2026-10-01 · row 22 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 22 · Balance 905

F3: N/A

Class B Common StockSEC Table II · derivative / convertible securityIndirectReporting person's proportionate interest in shares held by Rankin Associates VI635 Reported balance Holding disclosure · report date 2026-10-01 · row 23 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 23 · Balance 635

F3: N/A

Class B Common StockSEC Table II · derivative / convertible securityIndirectSpouse is Trustee of HRB 2020 GST trust fbo Griffin Butler62,035 Reported balance Holding disclosure · report date 2026-10-01 · row 24 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 securityIndirectSpouse serves as Trustee of the Trust fbo Clara Rankin rep interest in shares held by RAI nd RAV26,244 Reported balance Holding disclosure · report date 2026-10-01 · row 25 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 25 · Balance 26,244

F3: N/A

Class B Common StockSEC Table II · derivative / convertible securityIndirectChild's proportionate partnership interest shares held by AMR Associates LP1,892 Reported balance Holding disclosure · report date 2026-10-01 · row 26 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 securityIndirectChild's proportionate partnership interest shares held by AMR Associates LP1,892 Reported balance Holding disclosure · report date 2026-10-01 · row 31 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 securityIndirectChild'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 row

Row 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 securityIndirectChild'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 row

Row 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 securityIndirectchild's proportionate interests held in shares in Rankin Associates V556 Reported balance Holding disclosure · report date 2026-10-01 · row 28 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 28 · Balance 556

F3: N/A

F2: Reporting Person disclaims beneficial ownership of all such shares.

Class B Common StockSEC Table II · derivative / convertible securityIndirectchild's proportionate interests held in shares in Rankin Associates V555 Reported balance Holding disclosure · report date 2026-10-01 · row 33 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 33 · Balance 555

F3: N/A

F2: Reporting Person disclaims beneficial ownership of all such shares.

Class B Common StockSEC Table II · derivative / convertible securityIndirectChild's proportionate interest in shares held by Rankin Associates VI793 Reported balance Holding disclosure · report date 2026-10-01 · row 29 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 29 · Balance 793

F3: N/A

F2: Reporting Person disclaims beneficial ownership of all such shares.

Class B Common StockSEC Table II · derivative / convertible securityIndirectChild's proportionate interest in shares held by Rankin Associates VI792 Reported balance Holding disclosure · report date 2026-10-01 · row 35 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 35 · Balance 792

F3: N/A

F2: Reporting Person disclaims beneficial ownership of all such shares.

Class B Common StockSEC Table II · derivative / convertible securityIndirectServes as Trustee of CRW 2020 GST trust fbo Helen Williams62,035 Reported balance Holding disclosure · report date 2026-10-01 · row 30 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 securityIndirectServes as Trustee of CRW 2020 GST trust fbo Margo Williams62,035 Reported balance Holding disclosure · report date 2026-10-01 · row 34 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A Common StockSEC Table I · non-derivativeIndirectHeld by Trust for the benefit of spouse208,202 Reported balance After 2026-10-01 transaction · row 1 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 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-derivativeIndirectReporting Person is Trustee of a Trust for the benefit of minor child7,331 Reported balance Holding disclosure · report date 2026-10-01 · row 2 Holding and transaction disclosures are not merged.
1 source row

Row 2 · Balance 7,331

F3: Reporting Person disclaims beneficial ownership of all such shares.

Class A Common StockSEC Table I · non-derivativeIndirectReporting Person is Trustee of a Trust for the benefit of minor child10,079 Reported balance Holding disclosure · report date 2026-10-01 · row 3 Holding and transaction disclosures are not merged.
1 source row

Row 3 · Balance 10,079

F3: Reporting Person disclaims beneficial ownership of all such shares.

Class A Common StockSEC Table I · non-derivativeIndirectReporting person serves as Trustee of a Trust for the benefit of the David B. Williams20,029 Reported balance Holding disclosure · report date 2026-10-01 · row 4 Holding and transaction disclosures are not merged.
1 source row

Row 4 · Balance 20,029

Class A Common StockSEC Table I · non-derivativeIndirectSpouse serves as Trustee of BTR 2020 GST for the benefit of the Reporting Person's Spouse780 Reported balance Holding disclosure · report date 2026-10-01 · row 5 Holding and transaction disclosures are not merged.
1 source row

Row 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A Common StockSEC Table I · non-derivativeIndirectBy Spouse/Trust67,482 Reported balance After 2024-12-13 transaction · row 1 Holding and transaction disclosures are not merged.
1 source row

Row 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-derivativeIndirectBy Spouse/Trust2,191 Reported balance Holding disclosure · report date 2024-12-13 · row 3 Holding and transaction disclosures are not merged.
1 source row

Row 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-derivativeIndirectAMR 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 row

Row 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 securityIndirectAMR 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 row

Row 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-derivativeIndirectBy Trust/Daughter 25,398 Reported balance Holding disclosure · report date 2024-12-13 · row 4 Holding and transaction disclosures are not merged.
1 source row

Row 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-derivativeIndirectBy Trust/Daughter 22,553 Reported balance Holding disclosure · report date 2024-12-13 · row 9 Holding and transaction disclosures are not merged.
1 source row

Row 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-derivativeIndirectBy Trust/Daughter 15,398 Reported balance Holding disclosure · report date 2024-12-13 · row 5 Holding and transaction disclosures are not merged.
1 source row

Row 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-derivativeIndirectBy Trust/Daughter 13,927 Reported balance Holding disclosure · report date 2024-12-13 · row 13 Holding and transaction disclosures are not merged.
1 source row

Row 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-derivativeDirect15,299 Reported balance Holding disclosure · report date 2024-12-13 · row 6 Holding and transaction disclosures are not merged.
1 source row

Row 6 · Balance 15,299

Class A Common StockSEC Table I · non-derivativeIndirectBy Assoc II5,884 Reported balance Holding disclosure · report date 2024-12-13 · row 7 Holding and transaction disclosures are not merged.
1 source row

Row 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-derivativeIndirectBy Assoc II/Daughter 211,326 Reported balance Holding disclosure · report date 2024-12-13 · row 8 Holding and transaction disclosures are not merged.
1 source row

Row 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-derivativeIndirectBy Trust/Niece5,398 Reported balance Holding disclosure · report date 2024-12-13 · row 10 Holding and transaction disclosures are not merged.
1 source row

Row 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-derivativeIndirectBy Trust/Nephew5,398 Reported balance Holding disclosure · report date 2024-12-13 · row 11 Holding and transaction disclosures are not merged.
1 source row

Row 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-derivativeIndirectBy Assoc II/Daughter 19,952 Reported balance Holding disclosure · report date 2024-12-13 · row 12 Holding and transaction disclosures are not merged.
1 source row

Row 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 securityIndirectBy Spouse/Trust7,857 Reported balance Holding disclosure · report date 2024-12-13 · row 15 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 securityIndirectBy Spouse/Trust9,195 Reported balance Holding disclosure · report date 2024-12-13 · row 20 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 securityIndirectspouse/RAI26,161 Reported balance Holding disclosure · report date 2024-12-13 · row 16 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 securityIndirectto 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 row

Row 17 · Balance 42,529

F2: N/A

Class B Common StockSEC Table II · derivative / convertible securityIndirectBy Trust/Daughter 224,729 Reported balance Holding disclosure · report date 2024-12-13 · row 18 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 securityIndirectBy Trust/Daughter 124,729 Reported balance Holding disclosure · report date 2024-12-13 · row 19 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 securityIndirectBy Trust/Niece24,729 Reported balance Holding disclosure · report date 2024-12-13 · row 21 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 securityIndirectBy Trust/Nephew24,729 Reported balance Holding disclosure · report date 2024-12-13 · row 22 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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.

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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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.