organization · Reporting owner
David BH Williams, Trustee UAD The Helen Charles Williams 2004 Trust
Disclosed activity across 3 companies
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HYSTER-YALE, INC.HY · Entity 5370 | Member of a Group | May 29, 2026 | June 01, 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 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 May 29, 2026 · Filed June 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table II · derivative / convertible security | IndirectProportionate interests held in shares in Rankin Associates V | 556 |
Reported balance
After 2026-05-29 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-05-29 · Gift · Acquired 95 · Balance 556 F1: N/A |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectProportionate interest in shares held by Rankin Associates VI held in trust | 793 |
Reported balance
After 2026-05-29 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-05-29 · Gift · Acquired 159 · Balance 793 F1: N/A |
| Class A Common StockSEC Table I · non-derivative | Indirectproportionate partnership interest shares held by AMR Associates LP | 1,967 |
Reported balance
Holding disclosure · report date 2026-05-29 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 1,967 |
| Class A Common StockSEC Table I · non-derivative | IndirectFather is trustee of a trust fbo Reporting Person | 7,211 |
Reported balance
Holding disclosure · report date 2026-05-29 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 7,211 |
| Class B Common StockSEC Table II · derivative / convertible security | Indirectproportionate partnership interest shares held by AMR Associates LP | 1,892 |
Reported balance
Holding disclosure · report date 2026-05-29 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 1,892 F1: N/A |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectProportionate interests in shares held by Rankin Associates II. | 22,654 |
Reported balance
Holding disclosure · report date 2026-05-29 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 22,654 F1: N/A |
Filing footnotes · ownership attribution and instrument terms
F1: 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 shares held by Rankin Associates HBB, L.P. | 39,502 |
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 5,112 · Balance 39,502 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 | IndirectProportionate limited partnership interest in shares held by Rankin Associates II, L.P. | 11,326 |
Reported balance
After 2023-12-08 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2023-12-08 · Gift · Acquired 377 · Balance 11,326 F1: N/A |
| Class A Common StockSEC Table I · non-derivative | Direct | 2,553 |
Reported balance
Holding disclosure · report date 2023-12-08 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 2,553 |
Filing footnotes · ownership attribution and instrument terms
F1: N/A
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 1, 2026 16:24 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass B Common Stock · Derivative | 159 | $0.00 | $0.00 |
DisclosureSEC source: 0001173514-26-000145 · form4.xml · derivative · entry 6 David BH Williams, Trustee UAD The Helen Charles Williams 2004 Trust · CIK 0001558775 · Member of a Group 10b5-1 filing: No plan indicated Ownership: Indirect · Proportionate interest in shares held by Rankin Associates VI held in trust Disclosed balance after: 793 Underlying: Class A Common Stock · 159 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 |
| May 29, 2026 Filed Jun 1, 2026 16:24 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass B Common Stock · Derivative | 95 | $0.00 | $0.00 |
DisclosureSEC source: 0001173514-26-000145 · form4.xml · derivative · entry 5 David BH Williams, Trustee UAD The Helen Charles Williams 2004 Trust · CIK 0001558775 · Member of a Group 10b5-1 filing: No plan indicated Ownership: Indirect · Proportionate interests held in shares in Rankin Associates V Disclosed balance after: 556 Underlying: Class A Common Stock · 95 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 |
| May 29, 2026 Filed Jun 2, 2026 22:48 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass B Common Stock · Derivative | 5,112 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001709164-26-000103 · form4.xml · derivative · entry 1 David BH Williams, Trustee UAD The Helen Charles Williams 2004 Trust · CIK 0001558775 · Member of a Group 10b5-1 filing: No plan indicated Ownership: Indirect · Proportionate LP interest of shares held by Rankin Associates HBB, L.P. Disclosed balance after: 39,502 Underlying: Class A Common Stock · 5,112 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 9, 2025 23:54 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass B Common Stock · Derivative | 6,884 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001709164-25-000092 · form4.xml · derivative · entry 1 David BH Williams, Trustee UAD The Helen Charles Williams 2004 Trust · CIK 0001558775 · Member of a Group 10b5-1 filing: No plan indicated Ownership: Indirect · Proportionate LP interest of shares held by Rankin Associates HBB, L.P. Disclosed balance after: 34,390 Underlying: Class A Common Stock · 6,884 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 |
| March 12, 2025 Filed Mar 14, 2025 20:16 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass B Common Stock · Derivative | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-009468 · form4.xml · derivative · entry 3 David BH Williams, Trustee UAD The Helen Charles Williams 2004 Trust · CIK 0001558775 · Member of a Group 10b5-1 filing: No plan indicated Ownership: Indirect · proportionate partnership interest shares held by AMR Associates LP Disclosed balance after: 1,892 Underlying: Class A Common Stock · 200 shares Expires not disclosed F2 · derivative.exercise_price: N/A F1 · kind: The adjustment in Class A and Class B shares is due to an additional contribution of Class B shares to the AMR Associates, LP by a new limited partner. F2 · derivative.exercise_date: N/A F2 · derivative.expiration_date: N/A Read SEC document |
| March 12, 2025 Filed Mar 14, 2025 20:16 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 118 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-009468 · form4.xml · nonDerivative · entry 1 David BH Williams, Trustee UAD The Helen Charles Williams 2004 Trust · CIK 0001558775 · Member of a Group 10b5-1 filing: No plan indicated Ownership: Indirect · proportionate partnership interest shares held by AMR Associates LP Disclosed balance after: 1,967 F1 · kind: The adjustment in Class A and Class B shares is due to an additional contribution of Class B shares to the AMR Associates, LP by a new limited partner. Read SEC document |
| December 06, 2024 Filed Dec 11, 2024 12:50 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass B Common Stock · Derivative | 5,606 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-029028 · form4.xml · derivative · entry 1 David BH Williams, Trustee UAD The Helen Charles Williams 2004 Trust · CIK 0001558775 · Member of a Group 10b5-1 filing: No plan indicated Ownership: Indirect · Proportionate LP interest of shares held by Rankin Associates HBB, L.P. Disclosed balance after: 27,506 Underlying: Class A Common Stock · 5,606 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 |
| June 13, 2024 Filed Jun 17, 2024 17:27 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass B Common Stock · Derivative | 868 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-018781 · form4.xml · derivative · entry 3 David BH Williams, Trustee UAD The Helen Charles Williams 2004 Trust · CIK 0001558775 · Member of a Group 10b5-1 filing: No plan indicated Ownership: Indirect · proportionate partnership interest shares held by AMR Associates LP Disclosed balance after: 1,692 Underlying: Class A Common Stock · 868 shares Expires not disclosed F2 · derivative.exercise_price: N/A F1 · kind: Changes reflect the amendment to the partnership agreement pursuant to which partnership share classes were restructured causing adjustments in the number of shares allocated to the partners. F2 · derivative.exercise_date: N/A F2 · derivative.expiration_date: N/A Read SEC document |
| June 13, 2024 Filed Jun 17, 2024 17:27 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 868 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-018781 · form4.xml · nonDerivative · entry 1 David BH Williams, Trustee UAD The Helen Charles Williams 2004 Trust · CIK 0001558775 · Member of a Group 10b5-1 filing: No plan indicated Ownership: Indirect · proportionate partnership interest shares held by AMR Associates LP Disclosed balance after: 2,085 F1 · kind: Changes reflect the amendment to the partnership agreement pursuant to which partnership share classes were restructured causing adjustments in the number of shares allocated to the partners. Read SEC document |
| March 12, 2024 Filed Mar 12, 2024 19:52 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass B Common Stock · Derivative | 21,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-009705 · form4.xml · derivative · entry 1 David BH Williams, Trustee UAD The Helen Charles Williams 2004 Trust · CIK 0001558775 · Member of a Group 10b5-1 filing: No plan indicated Ownership: Indirect · Proportionate LP interest of shares held by Rankin Associates HBB, L.P. Disclosed balance after: 21,900 Underlying: Class A Common Stock · 21,900 shares Expires not disclosed F1 · derivative.exercise_price: N/A F2 · kind: Contribution of Class B shares to Rankin Associates HBB, L.P. ("RA HBB"). 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 11, 2023 22:24 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass B Common Stock · Derivative | 755 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-029221 · form4.xml · derivative · entry 3 David BH Williams, Trustee UAD The Helen Charles Williams 2004 Trust · CIK 0001558775 · Member of a Group 10b5-1 filing: No plan indicated Ownership: Indirect · Proportionate interests in shares held by Rankin Associates II. Disclosed balance after: 22,654 Underlying: Class A Common Stock · 755 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 08, 2023 Filed Dec 11, 2023 22:24 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 656 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-029221 · form4.xml · nonDerivative · entry 1 David BH Williams, Trustee UAD The Helen Charles Williams 2004 Trust · CIK 0001558775 · Member of a Group 10b5-1 filing: No plan indicated Ownership: Indirect · Father is trustee of a trust fbo Reporting Person Disclosed balance after: 7,211 Read SEC document |
| December 08, 2023 Filed Dec 12, 2023 20:02 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GiftClass A Common Stock | 377 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-029313 · form4.xml · nonDerivative · entry 2 David BH Williams, Trustee UAD The Helen Charles Williams 2004 Trust · CIK 0001558775 · Member of a Group 10b5-1 filing: No plan indicated Ownership: Indirect · Proportionate limited partnership interest in shares held by Rankin Associates II, L.P. Disclosed balance after: 11,326 F1 · price: N/A Read SEC document |
| August 10, 2023 Filed Aug 14, 2023 13:53 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass B Common Stock · Derivative | 21,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-022442 · form4.xml · derivative · entry 1 David BH Williams, Trustee UAD The Helen Charles Williams 2004 Trust · CIK 0001558775 · Member of a Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,900 Underlying: Class A Common Stock · 21,900 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 21,900 shares. The Reporting Person is a limited partners in RA II. F1 · derivative.exercise_date: N/A F1 · derivative.expiration_date: N/A Read SEC document |
| December 13, 2022 Filed Feb 10, 2023 20:40 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass B Common Stock · Derivative | 737 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-004419 · form5.xml · derivative · entry 3 David BH Williams, Trustee UAD The Helen Charles Williams 2004 Trust · CIK 0001558775 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate interests in shares held by Rankin Associates II. Disclosed balance after: 21,899 Underlying: Class A Common Stock · 737 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 13, 2023 16:13 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GiftClass A Common Stock | 368 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-004686 · form5.xml · nonDerivative · entry 1 David BH Williams, Trustee UAD The Helen Charles Williams 2004 Trust · CIK 0001558775 · 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: 10,949 F1 · price: N/A Read SEC document |
| December 13, 2022 Filed Feb 14, 2023 22:08 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass B Common Stock · Derivative | 737 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-005172 · form5.xml · derivative · entry 3 David BH Williams, Trustee UAD The Helen Charles Williams 2004 Trust · CIK 0001558775 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Reporting Person's trust's proportionate LP interest in shares held by Rankin Associates II, L.P. Disclosed balance after: 21,899 Underlying: Class A Common Stock · 737 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, 2022 Filed Feb 14, 2023 22:08 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass A Common Stock | 2,225 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-005172 · form5.xml · nonDerivative · entry 1 David BH Williams, Trustee UAD The Helen Charles Williams 2004 Trust · CIK 0001558775 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,331 F1 · price: N/A Read SEC document |
| June 03, 2022 Filed Jun 6, 2022 15:00 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass B Common Stock · Derivative | 10,581 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016799 · form4.xml · derivative · entry 4 David BH Williams, Trustee UAD The Helen Charles Williams 2004 Trust · CIK 0001558775 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Reporting Person's trust's proportionate LP interest in shares held by Rankin Associates II, L.P. Disclosed balance after: 21,162 Underlying: Class A Common Stock · 10,581 shares Expires not disclosed F2 · derivative.exercise_price: N/A F3 · kind: Class A shares were exchanged for Class B shares pursuant to the terms of the Stockholders' Agreement dated September 29, 2017, as amended. F2 · price: N/A F2 · derivative.exercise_date: N/A F2 · derivative.expiration_date: N/A Read SEC document |
| June 03, 2022 Filed Jun 6, 2022 15:00 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass B Common Stock · Derivative | 2,553 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016799 · form4.xml · derivative · entry 3 David BH Williams, Trustee UAD The Helen Charles Williams 2004 Trust · CIK 0001558775 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 2,553 shares Expires not disclosed F2 · derivative.exercise_price: N/A F1 · kind: Class B shares were exchanged for Class A shares pursuant to the terms of the Stockholders' Agreement dated September 29, 2017, as amended. F2 · price: N/A F2 · derivative.exercise_date: N/A F2 · derivative.expiration_date: N/A Read SEC document |
| June 03, 2022 Filed Jun 6, 2022 15:00 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass A Common Stock | 10,581 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016799 · form4.xml · nonDerivative · entry 2 David BH Williams, Trustee UAD The Helen Charles Williams 2004 Trust · CIK 0001558775 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Reporting Person's trust's proportionate LP interest in shares held by Rankin Associates II, L.P. Disclosed balance after: 0 F3 · kind: Class A shares were exchanged for Class B shares pursuant to the terms of the Stockholders' Agreement dated September 29, 2017, as amended. F2 · price: N/A Read SEC document |
| June 03, 2022 Filed Jun 6, 2022 15:00 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass A Common Stock | 2,553 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016799 · form4.xml · nonDerivative · entry 1 David BH Williams, Trustee UAD The Helen Charles Williams 2004 Trust · CIK 0001558775 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,106 F1 · kind: Class B shares were exchanged for Class A shares pursuant to the terms of the Stockholders' Agreement dated September 29, 2017, as amended. F2 · price: N/A Read SEC document |
| December 30, 2021 Filed Feb 10, 2022 20:01 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 710 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-004170 · form5.xml · nonDerivative · entry 2 David BH Williams, Trustee UAD The Helen Charles Williams 2004 Trust · CIK 0001558775 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Father is trustee of a trust fbo Reporting Person Disclosed balance after: 6,555 Read SEC document |
| December 30, 2021 Filed Feb 10, 2022 20:01 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 710 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-004170 · form5.xml · nonDerivative · entry 1 David BH Williams, Trustee UAD The Helen Charles Williams 2004 Trust · CIK 0001558775 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Father is trustee of a trust fbo Reporting Person Disclosed balance after: 6,555 Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 20:22 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass B Common Stock · Derivative | 461 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031318 · form4.xml · derivative · entry 10 David BH Williams, Trustee UAD The Helen Charles Williams 2004 Trust · CIK 0001558775 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate interests held in shares in Rankin Associates V Disclosed balance after: 461 Underlying: Class A Common Stock · 461 shares Expires not disclosed F3 · 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. F3 · derivative.exercise_date: N/A F3 · derivative.expiration_date: N/A Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 20:22 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass B Common Stock · Derivative | 527 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031318 · form4.xml · derivative · entry 9 David BH Williams, Trustee UAD The Helen Charles Williams 2004 Trust · CIK 0001558775 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · proportionate partnership interest shares held by AMR Associates LP Disclosed balance after: 2,560 Underlying: Class A Common Stock · 527 shares Expires not disclosed F3 · 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. F3 · derivative.exercise_date: N/A F3 · derivative.expiration_date: N/A Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 20:22 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass B Common Stock · Derivative | 634 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031318 · form4.xml · derivative · entry 8 David BH Williams, Trustee UAD The Helen Charles Williams 2004 Trust · CIK 0001558775 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate interest in shares held by Rankin Associates VI held in trust Disclosed balance after: 634 Underlying: Class A Common Stock · 634 shares Expires not disclosed F3 · 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. F3 · derivative.exercise_date: N/A F3 · derivative.expiration_date: N/A Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 20:22 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass B Common Stock · Derivative | 2,152 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031318 · form4.xml · derivative · entry 7 David BH Williams, Trustee UAD The Helen Charles Williams 2004 Trust · CIK 0001558775 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Father is trustee of a trust fbo Reporting Person Disclosed balance after: 0 Underlying: Class A Common Stock · 2,152 shares Expires not disclosed F3 · derivative.exercise_price: N/A F2 · kind: Class B shares were exchanged for Class A shares pursuant to the terms of the Stockholders' Agreement dated September 28, 2012, as amended. F3 · derivative.exercise_date: N/A F3 · derivative.expiration_date: N/A Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 20:22 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass B Common Stock · Derivative | 10,581 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031318 · form4.xml · derivative · entry 6 David BH Williams, Trustee UAD The Helen Charles Williams 2004 Trust · CIK 0001558775 · 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: 21,162 Underlying: Class A Common Stock · 10,581 shares Expires not disclosed F3 · 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. F3 · derivative.exercise_date: N/A F3 · derivative.expiration_date: N/A Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 20:22 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 461 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031318 · form4.xml · nonDerivative · entry 5 David BH Williams, Trustee UAD The Helen Charles Williams 2004 Trust · CIK 0001558775 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate interests held in shares in Rankin Associates V 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 |
| December 15, 2021 Filed Dec 17, 2021 20:22 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 527 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031318 · form4.xml · nonDerivative · entry 4 David BH Williams, Trustee UAD The Helen Charles Williams 2004 Trust · CIK 0001558775 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · proportionate partnership interest shares held by AMR Associates LP Disclosed balance after: 1,217 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 |
| December 15, 2021 Filed Dec 17, 2021 20:22 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 634 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031318 · form4.xml · nonDerivative · entry 3 David BH Williams, Trustee UAD The Helen Charles Williams 2004 Trust · CIK 0001558775 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate interest in shares held by Rankin Associates VI held in trust 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 |
| December 15, 2021 Filed Dec 17, 2021 20:22 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 2,152 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031318 · form4.xml · nonDerivative · entry 2 David BH Williams, Trustee UAD The Helen Charles Williams 2004 Trust · CIK 0001558775 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Father is trustee of a trust fbo Reporting Person Disclosed balance after: 5,135 F2 · kind: Class B shares were exchanged for Class A shares pursuant to the terms of the Stockholders' Agreement dated September 28, 2012, as amended. Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 20:22 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 10,581 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031318 · form4.xml · nonDerivative · entry 1 David BH Williams, Trustee UAD The Helen Charles Williams 2004 Trust · CIK 0001558775 · 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: 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 Apr 16, 2020 20:58 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass B Common Stock · Derivative | 414 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-013888 · form4.xml · derivative · entry 3 David BH Williams, Trustee UAD The Helen Charles Williams 2004 Trust · CIK 0001558775 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Reporting Person's trust's proportionate LP interest in shares held by Rankin Associates II, L.P. Disclosed balance after: 10,581 Underlying: Class A Common Stock · 414 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 |
| March 25, 2020 Filed Apr 16, 2020 20:58 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass A Common Stock | 414 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-013888 · form4.xml · nonDerivative · entry 1 David BH Williams, Trustee UAD The Helen Charles Williams 2004 Trust · CIK 0001558775 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Reporting Person's trust's proportionate LP interest in shares held by Rankin Associates II, L.P. Disclosed balance after: 10,581 F1 · price: N/A Read SEC document |
| March 25, 2020 Filed Jun 26, 2020 15:14 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass B Common Stock · Derivative | 781 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-020400 · form4.xml · derivative · entry 7 David BH Williams, Trustee UAD The Helen Charles Williams 2004 Trust · CIK 0001558775 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · proportionate partnership interest shares held by AMR Associates LP Disclosed balance after: 2,033 Underlying: Class A Common Stock · 781 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 25, 2020 Filed Jun 26, 2020 15:14 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass B Common Stock · Derivative | 414 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-020400 · form4.xml · derivative · entry 6 David BH Williams, Trustee UAD The Helen Charles Williams 2004 Trust · CIK 0001558775 · 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: 10,581 Underlying: Class A Common Stock · 414 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 25, 2020 Filed Jun 26, 2020 15:14 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 671 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-020400 · form4.xml · nonDerivative · entry 3 David BH Williams, Trustee UAD The Helen Charles Williams 2004 Trust · CIK 0001558775 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · proportionate partnership interest shares held by AMR Associates LP Disclosed balance after: 1,744 Read SEC document |
| March 25, 2020 Filed Jun 26, 2020 15:14 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 84 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-020400 · form4.xml · nonDerivative · entry 2 David BH Williams, Trustee UAD The Helen Charles Williams 2004 Trust · CIK 0001558775 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · proportionate interests held in shares in Rankin Associates V Disclosed balance after: 461 Read SEC document |
| March 25, 2020 Filed Jun 26, 2020 15:14 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 414 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-020400 · form4.xml · nonDerivative · entry 1 David BH Williams, Trustee UAD The Helen Charles Williams 2004 Trust · CIK 0001558775 · 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: 10,581 Read SEC document |
| March 25, 2020 Filed Dec 7, 2020 23:07 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GiftClass A Common Stock | 414 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-030732 · form4.xml · nonDerivative · entry 1 David BH Williams, Trustee UAD The Helen Charles Williams 2004 Trust · CIK 0001558775 · 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: 10,581 F1 · price: N/A Read SEC document |
| December 05, 2019 Filed Feb 10, 2020 20:45 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass B Common Stock · Derivative | 462 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-004570 · form5.xml · derivative · entry 7 David BH Williams, Trustee UAD The Helen Charles Williams 2004 Trust · CIK 0001558775 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · proportionate partnership interest shares held by AMR Associates LP Disclosed balance after: 1,252 Underlying: Class A Common Stock · 462 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 05, 2019 Filed Feb 10, 2020 20:45 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass B Common Stock · Derivative | 222 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-004570 · form5.xml · derivative · entry 6 David BH Williams, Trustee UAD The Helen Charles Williams 2004 Trust · CIK 0001558775 · 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: 10,167 Underlying: Class A Common Stock · 222 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 05, 2019 Filed Feb 10, 2020 20:45 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 396 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-004570 · form5.xml · nonDerivative · entry 3 David BH Williams, Trustee UAD The Helen Charles Williams 2004 Trust · CIK 0001558775 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · proportionate partnership interest shares held by AMR Associates LP Disclosed balance after: 1,073 Read SEC document |
| December 05, 2019 Filed Feb 10, 2020 20:45 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 222 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-004570 · form5.xml · nonDerivative · entry 2 David BH Williams, Trustee UAD The Helen Charles Williams 2004 Trust · CIK 0001558775 · 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: 10,167 Read SEC document |
| December 05, 2019 Filed Feb 10, 2020 20:45 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 377 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-004570 · form5.xml · nonDerivative · entry 1 David BH Williams, Trustee UAD The Helen Charles Williams 2004 Trust · CIK 0001558775 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · proportionate interests held in shares in Rankin Associates V Disclosed balance after: 377 Read SEC document |
| December 05, 2019 Filed Feb 13, 2020 19:47 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass B Common Stock · Derivative | 222 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-005221 · form5.xml · derivative · entry 3 David BH Williams, Trustee UAD The Helen Charles Williams 2004 Trust · CIK 0001558775 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Reporting Person's trust's proportionate LP interest in shares held by Rankin Associates II, L.P. Disclosed balance after: 10,167 Underlying: Class A Common Stock · 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 05, 2019 Filed Feb 13, 2020 19:47 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass A Common Stock | 222 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-005221 · form5.xml · nonDerivative · entry 1 David BH Williams, Trustee UAD The Helen Charles Williams 2004 Trust · CIK 0001558775 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Reporting Person's trust's proportionate LP interest in shares held by Rankin Associates II, L.P. Disclosed balance after: 10,167 F1 · price: N/A Read SEC document |
| December 05, 2019 Filed Feb 14, 2020 17:20 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GiftClass A Common Stock | 222 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-005475 · form5.xml · nonDerivative · entry 1 David BH Williams, Trustee UAD The Helen Charles Williams 2004 Trust · CIK 0001558775 · 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: 10,167 F1 · price: N/A Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.