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 | December 08, 2023 | December 12, 2023 |
| 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 08, 2023 | December 12, 2023 |
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 December 08, 2023 · Filed December 12, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table II · derivative / convertible security | IndirectProportionate interest in Rankin Associates II held in trust fbo the reporting person | 1,576 |
Reported balance
After 2023-12-08 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-12-08 · Gift · Acquired 932 · Balance 1,576 F1: N/A |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectProportionate interest in shares held by Rankin Associates V held in trust fbo reporting person | 2,117 |
Reported balance
Holding disclosure · report date 2023-12-08 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 2,117 F2: N/A |
Filing footnotes · ownership attribution and instrument terms
F1: N/A
F2: 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 interest of RA HBB, L.P. held by a Trust fbo Reporting Person | 7,869 |
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 1,975 · Balance 7,869 F1: N/A |
Filing footnotes · ownership attribution and instrument terms
F1: N/A
NACCO INDUSTRIES INC
Report date December 08, 2023 · Filed December 12, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectBy Assoc II | 788 |
Last balance in matching sequence
After 2023-12-08 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2023-12-08 · Gift · Acquired 377 · Balance 699 F1: N/A F2: Represents the Reporting Person's proportionate limited partnership interest in shares held by Rankin Associates II, L.P., which is held in trust for the benefit of Reporting Person. Row 2 · 2023-12-08 · Gift · Acquired 89 · Balance 788 F1: N/A F2: Represents the Reporting Person's proportionate limited partnership interest in shares held by Rankin Associates II, L.P., which is held in trust for the benefit of Reporting Person. |
Filing footnotes · ownership attribution and instrument terms
F1: N/A
F2: Represents the Reporting Person's proportionate limited partnership interest in shares held by Rankin Associates II, L.P., which is held in trust 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 |
|---|---|---|---|---|---|---|
| May 29, 2026 Filed Jun 2, 2026 22:57 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass B Common Stock · Derivative | 1,975 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001709164-26-000111 · form4.xml · derivative · entry 1 Rankin Paige J. · CIK 0001796636 · Member of a Group 10b5-1 filing: No plan indicated Ownership: Indirect · Proportionate interest of RA HBB, L.P. held by a Trust fbo Reporting Person Disclosed balance after: 7,869 Underlying: Class A Common Stock · 1,975 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 05, 2025 Filed Dec 10, 2025 00:16 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass B Common Stock · Derivative | 2,446 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001709164-25-000109 · form4.xml · derivative · entry 1 Rankin Paige J. · CIK 0001796636 · Member of a Group 10b5-1 filing: No plan indicated Ownership: Indirect · Proportionate interest of RA HBB, L.P. held by a Trust fbo Reporting Person Disclosed balance after: 5,894 Underlying: Class A Common Stock · 2,446 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 06, 2024 Filed Dec 11, 2024 13:13 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass B Common Stock · Derivative | 2,803 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-029050 · form4.xml · derivative · entry 1 Rankin Paige J. · CIK 0001796636 · Member of a Group 10b5-1 filing: No plan indicated Ownership: Indirect · Proportionate interest of RA HBB, L.P. held by a Trust fbo Reporting Person Disclosed balance after: 3,448 Underlying: Class A Common Stock · 2,803 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 |
| March 12, 2024 Filed Mar 12, 2024 21:27 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass B Common Stock · Derivative | 645 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-009843 · form4.xml · derivative · entry 1 Rankin Paige J. · CIK 0001796636 · Member of a Group 10b5-1 filing: No plan indicated Ownership: Indirect · Proportionate interest of RA HBB, L.P. held by a Trust fbo Reporting Person Disclosed balance after: 645 Underlying: Class A Common Stock · 645 shares Expires not disclosed F1 · derivative.exercise_price: N/A F2 · kind: Contribution of Class B shares from Rankin Associates HBB, L.P. ("RA HBB"). A trust for the benefit of the Reporting Person is a limited partner of RA HBB. F1 · derivative.exercise_date: N/A F1 · derivative.expiration_date: N/A Read SEC document |
| December 08, 2023 Filed Dec 12, 2023 20:30 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GiftClass A Common Stock | 89 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-029382 · form4.xml · nonDerivative · entry 2 Rankin Paige J. · CIK 0001796636 · Member of a Group 10b5-1 filing: No plan indicated Ownership: Indirect · By Assoc II Disclosed balance after: 788 F1 · price: N/A F2 · ownership.nature: Represents the Reporting Person's proportionate limited partnership interest in shares held by Rankin Associates II, L.P., which is held in trust for the benefit of Reporting Person. Read SEC document |
| December 08, 2023 Filed Dec 12, 2023 20:30 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GiftClass A Common Stock | 377 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-029382 · form4.xml · nonDerivative · entry 1 Rankin Paige J. · CIK 0001796636 · Member of a Group 10b5-1 filing: No plan indicated Ownership: Indirect · By Assoc II Disclosed balance after: 699 F1 · price: N/A F2 · ownership.nature: Represents the Reporting Person's proportionate limited partnership interest in shares held by Rankin Associates II, L.P., which is held in trust for the benefit of Reporting Person. Read SEC document |
| December 08, 2023 Filed Dec 12, 2023 20:13 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass B Common Stock · Derivative | 932 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-029332 · form4.xml · derivative · entry 1 Rankin Paige J. · CIK 0001796636 · Member of a group 10b5-1 filing: No plan indicated Ownership: Indirect · Proportionate interest in Rankin Associates II held in trust fbo the reporting person Disclosed balance after: 1,576 Underlying: Class A Common Stock · 932 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 |
| August 10, 2023 Filed Aug 11, 2023 22:17 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass B Common Stock · Derivative | 645 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-022412 · form4.xml · derivative · entry 1 Rankin Paige J. · CIK 0001796636 · Member of a Group 10b5-1 filing: No plan indicated Ownership: Indirect · Held in Trust for the Benefit of the Reporting Person Disclosed balance after: 645 Underlying: Class A Common Stock · 645 shares Expires not disclosed F1 · derivative.exercise_price: N/A F2 · kind: Pro rata distributions of Class B shares from Rankin Associates II, L.P. ("RA II") in the amount of 645 shares. The Reporting Person is the beneficiary of a trust that is a limited partner of RA II. F1 · derivative.exercise_date: N/A F1 · derivative.expiration_date: N/A Read SEC document |
| December 13, 2022 Filed Feb 10, 2023 19:09 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass B Common Stock · Derivative | 184 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-004355 · form5.xml · derivative · entry 2 Rankin Paige J. · CIK 0001796636 · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate interest in Rankin Associates II held in trust fbo the reporting person Disclosed balance after: 644 Underlying: Class A Common Stock · 184 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 13, 2022 Filed Feb 10, 2023 19:09 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass B Common Stock · Derivative | 460 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-004355 · form5.xml · derivative · entry 1 Rankin Paige J. · CIK 0001796636 · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate interest in Rankin Associates II held in trust fbo the reporting person Disclosed balance after: 644 Underlying: Class A Common Stock · 460 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 13, 2022 Filed Feb 14, 2023 23:08 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass B Common Stock · Derivative | 184 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-005214 · form5.xml · derivative · entry 2 Rankin Paige J. · CIK 0001796636 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate limited partnership interest in shares held by Rankin Associates II, L.P. Disclosed balance after: 645 Underlying: Class A Common Stock · 184 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 13, 2022 Filed Feb 14, 2023 23:08 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass B Common Stock · Derivative | 461 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-005214 · form5.xml · derivative · entry 1 Rankin Paige J. · CIK 0001796636 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate limited partnership interest in shares held by Rankin Associates II, L.P. Disclosed balance after: 645 Underlying: Class A Common Stock · 461 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 15, 2021 Filed Dec 17, 2021 21:34 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass B Common Stock · Derivative | 2,117 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031383 · form4.xml · derivative · entry 2 Rankin Paige J. · CIK 0001796636 · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate interest in shares held by Rankin Associates V held in trust fbo reporting person Disclosed balance after: 2,117 Underlying: Class A Common Stock · 2,117 shares Expires not disclosed F2 · derivative.exercise_price: N/A F1 · kind: Class A shares were exchanged for Class B shares pursuant to the terms of the Stockholders' Agreement dated September 28, 2012, as amended. F2 · derivative.exercise_date: N/A F2 · derivative.expiration_date: N/A Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 21:34 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 2,117 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031383 · form4.xml · nonDerivative · entry 1 Rankin Paige J. · CIK 0001796636 · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate interest in shares held by Rankin Associates V held in trust fbo reporting person Disclosed balance after: 0 F1 · kind: Class A shares were exchanged for Class B shares pursuant to the terms of the Stockholders' Agreement dated September 28, 2012, as amended. Read SEC document |
| March 25, 2020 Filed Jun 26, 2020 16:04 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 377 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-020421 · form4.xml · nonDerivative · entry 3 Rankin Paige J. · CIK 0001796636 · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate interest in shares held by Rankin Associates V held in trust fbo reporting person Disclosed balance after: 2,117 Read SEC document |
| March 25, 2020 Filed Jun 26, 2020 16:04 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 84 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-020421 · form4.xml · nonDerivative · entry 2 Rankin Paige J. · CIK 0001796636 · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate interest in shares held by Rankin Associates V held in trust fbo reporting person Disclosed balance after: 1,740 Read SEC document |
| March 25, 2020 Filed Jun 26, 2020 16:04 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 651 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-020421 · form4.xml · nonDerivative · entry 1 Rankin Paige J. · CIK 0001796636 · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate interest in shares held by Rankin Associates V held in trust fbo reporting person Disclosed balance after: 1,656 Read SEC document |
| December 05, 2019 Filed Feb 12, 2020 22:15 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 377 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-005096 · form5.xml · nonDerivative · entry 3 Rankin Paige J. · CIK 0001796636 · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate interest in shares held by Rankin Associates V held in trust fbo reporting person Disclosed balance after: 1,005 Read SEC document |
| December 05, 2019 Filed Feb 12, 2020 22:15 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 377 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-005096 · form5.xml · nonDerivative · entry 2 Rankin Paige J. · CIK 0001796636 · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate interest in shares held by Rankin Associates V held in trust fbo reporting person Disclosed balance after: 1,005 Read SEC document |
| December 05, 2019 Filed Feb 12, 2020 22:15 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 251 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-005096 · form5.xml · nonDerivative · entry 1 Rankin Paige J. · CIK 0001796636 · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate interest in shares held by Rankin Associates V held in trust fbo reporting person Disclosed balance after: 1,005 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.