Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HYSTER-YALE, INC.HY · Entity 5370 | Member of a Group | June 15, 2026 | June 17, 2026 |
| Hamilton Beach Brands Holding CoHBB · Entity 5625 | Member of a Group | May 29, 2026 | June 02, 2026 |
| NACCO INDUSTRIES INCNC · Entity 5896 | Member of a Group | December 06, 2024 | December 10, 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 June 15, 2026 · Filed June 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table II · derivative / convertible security | IndirectReporting Person's trust's proportionate interests in shares held by Rankin Associates II | 1,511 |
Reported balance
After 2026-06-15 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-06-15 · Purchase · Acquired 20 · Balance 1,511 F1: N/A |
| Class A Common StockSEC Table I · non-derivative | IndirectShares held by Trust fbo reporting person | 475 |
Reported balance
Holding disclosure · report date 2026-06-15 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 475 |
| Class A Common StockSEC Table I · non-derivative | IndirectMother is trustee of a trust fbo Reporting Person. | 3,702 |
Reported balance
Holding disclosure · report date 2026-06-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 3,702 |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectReporting Person?s trust?s proportionate interests in shares held by Rankin Associates II. | 33,474 |
Reported balance
Holding disclosure · report date 2026-06-15 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 33,474 F1: N/A |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectProportionate interests in shares held in trust by Rankin Associates II | 9,888 |
Reported balance
Holding disclosure · report date 2026-06-15 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 9,888 F2: N/A F3: N/A F4: N/A |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectProportionate interest in shares held by Rankin Associates V | 1,134 |
Reported balance
Holding disclosure · report date 2026-06-15 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 1,134 F1: N/A |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectProportionate interest in shares held by Rankin Associates VI | 535 |
Reported balance
Holding disclosure · report date 2026-06-15 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 535 F1: N/A |
Filing footnotes · ownership attribution and instrument terms
F1: N/A
F2: N/A
F3: N/A
F4: N/A
Hamilton Beach Brands Holding Co
Report date May 29, 2026 · Filed June 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table II · derivative / convertible security | IndirectProportionate LP interest of Rankin Associates HBB, L.P. held by Trusts fbo Reporting Person | 50,014 |
Reported balance
After 2026-05-29 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-29 · Gift · Acquired 1,390 · Balance 50,014 F1: N/A |
Filing footnotes · ownership attribution and instrument terms
F1: N/A
NACCO INDUSTRIES INC
Report date December 06, 2024 · Filed December 10, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust | 620 |
Reported balance
After 2024-12-06 transaction · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · 2024-12-06 · Gift · Acquired 420 · Balance 620 F1: N/A F2: Held in trust dated December 30, 2015 for the benefit of Reporting Person. Reporting Person's father serves as trustee. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust | 2,046 |
Reported balance
Holding disclosure · report date 2024-12-06 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,046 F3: Held in trust dated December 18, 1997 for the benefit of Reporting Person. Reporting Person's mother serves as co-trustee. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy RAII | 16,738 |
Reported balance
Holding disclosure · report date 2024-12-06 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 16,738 F4: Represents the Reporting Person's proportionate limited partnership interests in shares held by Rankin Associates II, L.P., which is held in a trust dated December 18, 1997 for the benefit of Reporting Person. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy RAII | 4,944 |
Reported balance
Holding disclosure · report date 2024-12-06 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 4,944 F5: Represents the Reporting Person's proportionate limited partnership interests in shares held by Rankin Associates II, L.P., which is held in a trust dated September 11, 2000 (Posterity Trust) for the benefit of Reporting Person. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy RAII | 745 |
Reported balance
Holding disclosure · report date 2024-12-06 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 745 F6: Represents the Reporting Person's proportionate limited partnership interests in shares held by Rankin Associates II, L.P., which is held in a trust dated December 30, 2015 for the benefit of Reporting Person. |
Filing footnotes · ownership attribution and instrument terms
F1: N/A
F2: Held in trust dated December 30, 2015 for the benefit of Reporting Person. Reporting Person's father serves as trustee.
F3: Held in trust dated December 18, 1997 for the benefit of Reporting Person. Reporting Person's mother serves as co-trustee.
F4: Represents the Reporting Person's proportionate limited partnership interests in shares held by Rankin Associates II, L.P., which is held in a trust dated December 18, 1997 for the benefit of Reporting Person.
F5: Represents the Reporting Person's proportionate limited partnership interests in shares held by Rankin Associates II, L.P., which is held in a trust dated September 11, 2000 (Posterity Trust) for the benefit of Reporting Person.
F6: Represents the Reporting Person's proportionate limited partnership interests in shares held by Rankin Associates II, L.P., which is held in a trust dated December 30, 2015 for the benefit of Reporting Person.
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 |
|---|---|---|---|---|---|---|
| July 07, 2017 Filed Jul 14, 2017 16:11 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-023592 · form4.xml · nonDerivative · entry 2 Rankin Elisabeth M · CIK 0001558757 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held by Trust fbo reporting person Disclosed balance after: 200 F1 · kind: UGMA Transfer-Shares transferred to trust for the benefit of the Reporting Person when reporting person reached 21 years of age, pursuant to the terms of custodial account for the benefit of Reporting Person under the Uniform Gifts to Minors Act. Read SEC document |
| July 07, 2017 Filed Jul 14, 2017 16:11 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-023592 · form4.xml · nonDerivative · entry 1 Rankin Elisabeth M · CIK 0001558757 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Mother serves as UGMA Custodian for reporting person Disclosed balance after: 0 F1 · kind: UGMA Transfer-Shares transferred to trust for the benefit of the Reporting Person when reporting person reached 21 years of age, pursuant to the terms of custodial account for the benefit of Reporting Person under the Uniform Gifts to Minors Act. Read SEC document |
| December 22, 2016 Filed Feb 14, 2017 16:32 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GiftClass A Common Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005782 · form5.xml · nonDerivative · entry 2 Rankin Elisabeth M · CIK 0001558757 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · By RAII Disclosed balance after: 19,875 F1 · price: N/A F2 · ownership.nature: Represents the Reporting Person's proportionate limited partnership interests in shares held by Rankin Associates II, L.P., which is held in trust for the benefit of Reporting Person. Read SEC document |
| December 22, 2016 Filed Feb 14, 2017 16:32 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GiftClass A Common Stock | 199 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005782 · form5.xml · nonDerivative · entry 1 Rankin Elisabeth M · CIK 0001558757 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · By RAII Disclosed balance after: 19,875 F1 · price: N/A F2 · ownership.nature: Represents the Reporting Person's proportionate limited partnership interests in shares held by Rankin Associates II, L.P., which is held in trust for the benefit of Reporting Person. Read SEC document |
| December 22, 2016 Filed Feb 14, 2017 20:38 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass B Common Stock · Derivative | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005960 · form5.xml · derivative · entry 7 Rankin Elisabeth M · CIK 0001558757 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Reporting Person?s trust?s proportionate interests in shares held by Rankin Associates II. Disclosed balance after: 19,875 Underlying: Class A Common Stock · 100 shares Expires not disclosed F1 · derivative.exercise_price: N/A F1 · derivative.exercise_date: N/A F1 · derivative.expiration_date: N/A Read SEC document |
| December 22, 2016 Filed Feb 14, 2017 20:38 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass B Common Stock · Derivative | 199 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005960 · form5.xml · derivative · entry 6 Rankin Elisabeth M · CIK 0001558757 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Reporting Person?s trust?s proportionate interests in shares held by Rankin Associates II. Disclosed balance after: 19,875 Underlying: Class A Common Stock · 199 shares Expires not disclosed F1 · derivative.exercise_price: N/A F1 · derivative.exercise_date: N/A F1 · derivative.expiration_date: N/A Read SEC document |
| December 22, 2016 Filed Feb 14, 2017 20:38 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005960 · form5.xml · nonDerivative · entry 2 Rankin Elisabeth M · CIK 0001558757 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Reporting Person?s trust?s proportionate interests in shares held by Rankin Associates II. Disclosed balance after: 19,875 Read SEC document |
| December 22, 2016 Filed Feb 14, 2017 20:38 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 199 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005960 · form5.xml · nonDerivative · entry 1 Rankin Elisabeth M · CIK 0001558757 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Reporting Person?s trust?s proportionate interests in shares held by Rankin Associates II. Disclosed balance after: 19,875 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.