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 |
|---|---|---|---|---|---|---|
| December 31, 2018 Filed Jan 2, 2019 18:47 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 1 | $62.35 | $62.35 |
DisclosureSEC source: 0001127602-19-000120 · 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 interest in shares held by Rankin Associates VI held in trust Disclosed balance after: 539 F1 · shares: Shares purchased pursuant to 10b5-1 plan F5 · price: 2018-Dec-31 -Block 2 Weighted Average- Share Price represents average price between $62.25 and $62.45. Read SEC document |
| December 31, 2018 Filed Jan 2, 2019 18:47 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 4 | $61.81 | $247.24 |
DisclosureSEC source: 0001127602-19-000120 · 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: 538 F1 · shares: Shares purchased pursuant to 10b5-1 plan F4 · price: 2018-Dec-31 -Block 1 Weighted Average- Share Price represents average price between $61.20 and $62.19. Read SEC document |
| December 28, 2018 Filed Jan 2, 2019 18:47 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 3 | $61.63 | $184.89 |
DisclosureSEC source: 0001127602-19-000120 · 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 interest in shares held by Rankin Associates VI held in trust Disclosed balance after: 534 F1 · shares: Shares purchased pursuant to 10b5-1 plan F3 · price: 2018-Dec-28 -Block 2 Weighted Average- Share Price represents average price between $61.50 and $62.09. Read SEC document |
| December 28, 2018 Filed Jan 2, 2019 18:47 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 3 | $61.09 | $183.27 |
DisclosureSEC source: 0001127602-19-000120 · 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 interest in shares held by Rankin Associates VI held in trust Disclosed balance after: 531 F1 · shares: Shares purchased pursuant to 10b5-1 plan F2 · price: 2018-Dec-28 -Block 1 Weighted Average- Share Price represents average price between $60.50 and $61.49. Read SEC document |
| December 27, 2018 Filed Dec 31, 2018 19:37 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 8 | $58.03 | $464.24 |
DisclosureSEC source: 0001127602-18-037585 · 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 interest in shares held by Rankin Associates VI held in trust Disclosed balance after: 528 F1 · shares: Shares purchased pursuant to 10b5-1 plan F2 · price: 2018-Dec-27 -Block 1 Weighted Average- Share Price represents average price between $58.00 and 58.65. Read SEC document |
| December 26, 2018 Filed Dec 27, 2018 21:44 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 8 | $57.99 | $463.92 |
DisclosureSEC source: 0001127602-18-037451 · 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: 520 F1 · shares: Shares purchased pursuant to 10b5-1 plan F4 · price: 2018-Dec-26 -Block 1 Weighted Average- Share Price represents average price between $57.52 and $58.44. Read SEC document |
| December 24, 2018 Filed Dec 27, 2018 21:44 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 2 | $58.76 | $117.52 |
DisclosureSEC source: 0001127602-18-037451 · 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 interest in shares held by Rankin Associates VI held in trust Disclosed balance after: 512 F1 · shares: Shares purchased pursuant to 10b5-1 plan F3 · price: 2018-Dec-24 -Block 2 Weighted Average- Share Price represents average price between $58.41 and $59.15. Read SEC document |
| December 24, 2018 Filed Dec 27, 2018 21:44 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 6 | $57.93 | $347.58 |
DisclosureSEC source: 0001127602-18-037451 · 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 interest in shares held by Rankin Associates VI held in trust Disclosed balance after: 510 F1 · shares: Shares purchased pursuant to 10b5-1 plan F2 · price: 2018-Dec-24 -Block 1 Weighted Average- Share Price represents average price between $57.35 and $58.33. Read SEC document |
| December 21, 2018 Filed Dec 26, 2018 19:18 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 3 | $59.18 | $177.54 |
DisclosureSEC source: 0001127602-18-037303 · 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 interest in shares held by Rankin Associates VI held in trust Disclosed balance after: 504 F1 · shares: Shares purchased pursuant to 10b5-1 plan F3 · price: 2018-Dec-21 -Block 2 Weighted Average- Share Price represents average price between $59.17 and $59.46. Read SEC document |
| December 21, 2018 Filed Dec 26, 2018 19:18 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 4 | $58.72 | $234.88 |
DisclosureSEC source: 0001127602-18-037303 · 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 interest in shares held by Rankin Associates VI held in trust Disclosed balance after: 501 F1 · shares: Shares purchased pursuant to 10b5-1 plan F2 · price: 2018-Dec-21 -Block 1 Weighted Average- Share Price represents average price between $58.01 and $59.00. Read SEC document |
| December 20, 2018 Filed Dec 21, 2018 18:01 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 3 | $59.58 | $178.74 |
DisclosureSEC source: 0001127602-18-037086 · 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: 497 F1 · shares: Shares purchased pursuant to 10b5-1 plan F4 · price: 2018-Dec-20 -Block 2 Weighted Average- Share Price represents average price between $59.43 and $59.90. Read SEC document |
| December 20, 2018 Filed Dec 21, 2018 18:01 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 4 | $58.92 | $235.68 |
DisclosureSEC source: 0001127602-18-037086 · 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 interest in shares held by Rankin Associates VI held in trust Disclosed balance after: 494 F1 · shares: Shares purchased pursuant to 10b5-1 plan F3 · price: 2018-Dec-20 -Block 1 Weighted Average- Share Price represents average price between $58.34 and $59.22. Read SEC document |
| December 19, 2018 Filed Dec 21, 2018 18:01 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 5 | $61.06 | $305.30 |
DisclosureSEC source: 0001127602-18-037086 · 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 interest in shares held by Rankin Associates VI held in trust Disclosed balance after: 490 F1 · shares: Shares purchased pursuant to 10b5-1 plan F2 · price: 2018-Dec-19-Weighted Average - Share Price represents average price between $60.86 and $61.40. Read SEC document |
| December 18, 2018 Filed Dec 19, 2018 16:10 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 5 | $62.47 | $312.35 |
DisclosureSEC source: 0001127602-18-036792 · 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 interest in shares held by Rankin Associates VI held in trust Disclosed balance after: 485 F1 · shares: Shares purchased pursuant to 10b5-1 plan F3 · price: 2018-Dec-18-Weighted Average - Share Price represents average price between $62.00 and $62.49. Read SEC document |
| December 17, 2018 Filed Dec 19, 2018 16:10 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 5 | $62.51 | $312.55 |
DisclosureSEC source: 0001127602-18-036792 · 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 interest in shares held by Rankin Associates VI held in trust Disclosed balance after: 480 F1 · shares: Shares purchased pursuant to 10b5-1 plan F2 · price: 2018-Dec-17-Weighted Average - Share Price represents average price between $62.10 and $62.75. Read SEC document |
| December 14, 2018 Filed Dec 17, 2018 17:32 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 2 | $63.24 | $126.48 |
DisclosureSEC source: 0001127602-18-036374 · 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 interest in shares held by Rankin Associates VI held in trust Disclosed balance after: 475 F1 · shares: Shares purchased pursuant to 10b5-1 plan F3 · price: 2018-Dec-14-Weighted Average - Share Price represents average price between $62.77 and $63.77. Read SEC document |
| December 13, 2018 Filed Dec 17, 2018 17:32 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 3 | $64.07 | $192.21 |
DisclosureSEC source: 0001127602-18-036374 · 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 interest in shares held by Rankin Associates VI held in trust Disclosed balance after: 473 F1 · shares: Shares purchased pursuant to 10b5-1 plan F2 · price: 2018-Dec-13-Weighted Average - Share Price represents average price between $63.61 and $64.54. Read SEC document |
| December 12, 2018 Filed Dec 13, 2018 19:14 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 2 | $63.56 | $127.12 |
DisclosureSEC source: 0001127602-18-036143 · 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 interest in shares held by Rankin Associates VI held in trust Disclosed balance after: 470 F1 · shares: Shares purchased pursuant to 10b5-1 plan F3 · price: 2018-Dec-12-Weighted Average - Share Price represents average price between $63.45 and $63.60. Read SEC document |
| December 11, 2018 Filed Dec 13, 2018 19:14 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 4 | $62.41 | $249.64 |
DisclosureSEC source: 0001127602-18-036143 · 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 interest in shares held by Rankin Associates VI held in trust Disclosed balance after: 468 F1 · shares: Shares purchased pursuant to 10b5-1 plan F2 · price: 2018-Dec-11-Weighted Average - Share Price represents average price between $62.15 and $62.49. Read SEC document |
| December 10, 2018 Filed Dec 11, 2018 20:37 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 1 | $62.35 | $62.35 |
DisclosureSEC source: 0001127602-18-035807 · 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: 464 F1 · shares: Shares purchased pursuant to 10b5-1 plan Read SEC document |
| December 10, 2018 Filed Dec 11, 2018 20:37 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 4 | $61.53 | $246.12 |
DisclosureSEC source: 0001127602-18-035807 · 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 interest in shares held by Rankin Associates VI held in trust Disclosed balance after: 463 F1 · shares: Shares purchased pursuant to 10b5-1 plan F3 · price: 2018-Dec-10-Weighted Average - Share Price represents average price between $61.00 and $61.95. Read SEC document |
| December 07, 2018 Filed Dec 11, 2018 20:37 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 3 | $63.43 | $190.29 |
DisclosureSEC source: 0001127602-18-035807 · 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 interest in shares held by Rankin Associates VI held in trust Disclosed balance after: 459 F1 · shares: Shares purchased pursuant to 10b5-1 plan F2 · price: 2018-Dec-7-Weighted Average - Share Price represents average price between $63.00 and $64.00. Read SEC document |
| December 06, 2018 Filed Dec 7, 2018 16:37 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 2 | $62.52 | $125.04 |
DisclosureSEC source: 0001127602-18-035466 · 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 interest in shares held by Rankin Associates VI held in trust Disclosed balance after: 456 F1 · shares: Shares purchased pursuant to 10b5-1 plan F3 · price: 2018-Dec-6-Weighted Average - Share Price represents average price between $62.50 and $62.67. Read SEC document |
| December 04, 2018 Filed Dec 7, 2018 16:37 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 2 | $64.99 | $129.98 |
DisclosureSEC source: 0001127602-18-035466 · 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 interest in shares held by Rankin Associates VI held in trust Disclosed balance after: 454 F1 · shares: Shares purchased pursuant to 10b5-1 plan F2 · price: 2018-Dec-4-Weighted Average - Share Price represents average price between $64.98 and $64.99. Read SEC document |
| November 30, 2018 Filed Dec 3, 2018 17:42 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 3 | $64.88 | $194.64 |
DisclosureSEC source: 0001127602-18-034905 · 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 interest in shares held by Rankin Associates VI held in trust Disclosed balance after: 452 F1 · shares: Shares purchased pursuant to 10b5-1 plan F3 · price: 2018-Nov-30-Weighted Average - Share Price represents average price between $64.31 and $64.99. Read SEC document |
| November 29, 2018 Filed Dec 3, 2018 17:42 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 2 | $64.60 | $129.20 |
DisclosureSEC source: 0001127602-18-034905 · 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 interest in shares held by Rankin Associates VI held in trust Disclosed balance after: 449 F1 · shares: Shares purchased pursuant to 10b5-1 plan F2 · price: 2018-Nov-29-Weighted Average - Share Price represents average price between $64.10 and $64.99. Read SEC document |
| November 28, 2018 Filed Nov 29, 2018 18:43 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 1 | $64.98 | $64.98 |
DisclosureSEC source: 0001127602-18-034669 · 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: 447 F1 · shares: Shares purchased pursuant to 10b5-1 plan F3 · price: 2018-Nov-28 -Block 2 Weighted Average- Share Price represents average price between $64.88 and $64.99. Read SEC document |
| November 28, 2018 Filed Nov 29, 2018 18:43 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 2 | $64.52 | $129.04 |
DisclosureSEC source: 0001127602-18-034669 · 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 interest in shares held by Rankin Associates VI held in trust Disclosed balance after: 446 F1 · shares: Shares purchased pursuant to 10b5-1 plan F2 · price: 2018-Nov-28 -Block 1 Weighted Average- Share Price represents average price between $63.82 and $64.73. Read SEC document |
| November 27, 2018 Filed Nov 29, 2018 18:43 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 2 | $64.99 | $129.98 |
DisclosureSEC source: 0001127602-18-034669 · 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 interest in shares held by Rankin Associates VI held in trust Disclosed balance after: 444 F1 · shares: Shares purchased pursuant to 10b5-1 plan Read SEC document |
| November 26, 2018 Filed Nov 27, 2018 19:17 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 3 | $64.99 | $194.97 |
DisclosureSEC source: 0001127602-18-034395 · 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 interest in shares held by Rankin Associates VI held in trust Disclosed balance after: 442 F1 · shares: Shares purchased pursuant to 10b5-1 plan Read SEC document |
| November 23, 2018 Filed Nov 27, 2018 19:17 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 2 | $64.99 | $129.98 |
DisclosureSEC source: 0001127602-18-034395 · 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 interest in shares held by Rankin Associates VI held in trust Disclosed balance after: 439 F1 · shares: Shares purchased pursuant to 10b5-1 plan Read SEC document |
| November 20, 2018 Filed Nov 21, 2018 17:14 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 2 | $63.99 | $127.98 |
DisclosureSEC source: 0001127602-18-034093 · 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 interest in shares held by Rankin Associates VI held in trust Disclosed balance after: 437 F1 · shares: Shares purchased pursuant to 10b5-1 plan F2 · price: 2018-Nov-20-Weighted Average - Share Price represents average price between $63.79 and $64.07. Read SEC document |
| November 19, 2018 Filed Nov 20, 2018 19:41 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 1 | $65.00 | $65.00 |
DisclosureSEC source: 0001127602-18-033910 · 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 interest in shares held by Rankin Associates VI held in trust Disclosed balance after: 435 F1 · shares: Shares purchased pursuant to 10b5-1 plan Read SEC document |
| November 19, 2018 Filed Nov 20, 2018 19:41 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 2 | $63.71 | $127.42 |
DisclosureSEC source: 0001127602-18-033910 · 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: 434 F1 · shares: Shares purchased pursuant to 10b5-1 plan Read SEC document |
| November 16, 2018 Filed Nov 20, 2018 19:41 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 3 | $63.31 | $189.93 |
DisclosureSEC source: 0001127602-18-033910 · 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 interest in shares held by Rankin Associates VI held in trust Disclosed balance after: 432 F1 · shares: Shares purchased pursuant to 10b5-1 plan F2 · price: 2018-Nov-16-Weighted Average - Share Price represents average price between $62.90 and $63.50. Read SEC document |
| November 15, 2018 Filed Nov 16, 2018 19:19 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 3 | $62.24 | $186.72 |
DisclosureSEC source: 0001127602-18-033323 · 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: 429 F1 · shares: Shares purchased pursuant to 10b5-1 plan F4 · price: 2018-Nov-15 -Block 2 Weighted Average- Share Price represents average price between $62.10 and $62.45. Read SEC document |
| November 15, 2018 Filed Nov 16, 2018 19:19 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 2 | $61.87 | $123.74 |
DisclosureSEC source: 0001127602-18-033323 · 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 interest in shares held by Rankin Associates VI held in trust Disclosed balance after: 426 F1 · shares: Shares purchased pursuant to 10b5-1 plan F3 · price: 2018-Nov-15 -Block 1 Weighted Average- Share Price represents average price between $61.02 and $62.00. Read SEC document |
| November 15, 2018 Filed Nov 20, 2018 19:41 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass B Common Stock · Derivative | 464 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-033910 · 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: 790 Underlying: Class A Common Stock · 464 shares Expires not disclosed F3 · derivative.exercise_price: N/A F3 · derivative.exercise_date: N/A F3 · derivative.expiration_date: N/A Read SEC document |
| November 15, 2018 Filed Nov 20, 2018 19:41 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 398 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-033910 · 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 partnership interest shares held by AMR Associates LP Disclosed balance after: 677 Read SEC document |
| November 14, 2018 Filed Nov 16, 2018 19:19 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 2 | $62.93 | $125.86 |
DisclosureSEC source: 0001127602-18-033323 · 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 interest in shares held by Rankin Associates VI held in trust Disclosed balance after: 424 F1 · shares: Shares purchased pursuant to 10b5-1 plan F2 · price: 2018-Nov-14-Weighted Average - Share Price represents average price between $62.78 and $63.00. Read SEC document |
| November 13, 2018 Filed Nov 14, 2018 21:16 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 1 | $63.59 | $63.59 |
DisclosureSEC source: 0001127602-18-033007 · 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: 422 F1 · shares: Shares purchased pursuant to 10b5-1 plan Read SEC document |
| November 13, 2018 Filed Nov 14, 2018 21:16 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 2 | $63.22 | $126.44 |
DisclosureSEC source: 0001127602-18-033007 · 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 interest in shares held by Rankin Associates VI held in trust Disclosed balance after: 421 F1 · shares: Shares purchased pursuant to 10b5-1 plan F3 · price: 2018-Nov-13-Weighted Average - Share Price represents average price between $62.56 and $63.47. Read SEC document |
| November 12, 2018 Filed Nov 14, 2018 21:16 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 2 | $64.71 | $129.42 |
DisclosureSEC source: 0001127602-18-033007 · 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 interest in shares held by Rankin Associates VI held in trust Disclosed balance after: 419 F1 · shares: Shares purchased pursuant to 10b5-1 plan F2 · price: 2018-Nov-12-Weighted Average - Share Price represents average price between $64.37 and $64.99. Read SEC document |
| November 09, 2018 Filed Nov 13, 2018 20:30 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 3 | $64.98 | $194.94 |
DisclosureSEC source: 0001127602-18-032809 · 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: 417 F1 · shares: Shares purchased pursuant to 10b5-1 plan F2 · price: 2018-Nov-9-Weighted Average - Share Price represents average price between $64.92 and $64.99. Read SEC document |
| November 08, 2018 Filed Nov 13, 2018 20:30 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass B Common Stock · Derivative | 205 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-032809 · 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: 9,945 Underlying: Class A Common Stock · 205 shares Expires not disclosed F3 · derivative.exercise_price: N/A F3 · derivative.exercise_date: N/A F3 · derivative.expiration_date: N/A Read SEC document |
| November 08, 2018 Filed Nov 13, 2018 20:30 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 205 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-032809 · 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 interests in shares held by Rankin Associates II. Disclosed balance after: 9,945 Read SEC document |
| November 08, 2018 Filed Nov 13, 2018 20:30 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 224 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-032809 · 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 interest in shares held by Rankin Associates VI held in trust Disclosed balance after: 414 Read SEC document |
| November 08, 2018 Filed Feb 8, 2019 19:24 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass B Common Stock · Derivative | 205 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-004743 · 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: 9,945 Underlying: Class A Common Stock · 205 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 |
| November 08, 2018 Filed Feb 8, 2019 19:24 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass A Common Stock | 205 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-004743 · 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: 9,945 F1 · price: N/A Read SEC document |
| November 08, 2018 Filed Feb 14, 2019 15:40 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GiftClass A Common Stock | 205 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-005838 · 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: 9,945 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.