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 | 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 | March 25, 2020 | December 03, 2020 |
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 | IndirectRepresents percentage of ownership interest of Rankin Associates V partnership held in trust | 555 |
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 94 · Balance 555 F1: N/A |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectProportionate limited partnership interest in shares held by Rankin Associates VI | 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 held in trust | 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 | IndirectHeld in Trust for Reporting Person. Father is Custodian. | 12,700 |
Reported balance
Holding disclosure · report date 2026-05-29 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 12,700 |
| Class B Common StockSEC Table II · derivative / convertible security | Indirectproportionate partnership interest shares held by AMR Associates LP held in trust | 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 limited partnership interests in shares held by Rankin Associates II | 18,104 |
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 18,104 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 | IndirectProportional interest in Rankin Associates HBB, L.P. held by a trust f.b.o the Reporting Person | 32,904 |
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 5,111 · Balance 32,904 F1: N/A |
Filing footnotes · ownership attribution and instrument terms
F1: N/A
NACCO INDUSTRIES INC
Report date March 25, 2020 · Filed December 03, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectBy RAII | 9,052 |
Reported balance
After 2020-03-25 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2020-03-25 · Gift · Acquired 414 · Balance 9,052 F1: N/A F2: Represents the Reporting Person's proportionate limited partnership interests in shares held by Rankin Associates II, L.P., which is held in trust for the benefit of Reporting Person. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust | 4,083 |
Reported balance
Holding disclosure · report date 2020-03-25 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 4,083 F3: Held in trust for the benefit of Reporting Person. Reporting Person's father is trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: N/A
F2: Represents the Reporting Person's proportionate limited partnership interests in shares held by Rankin Associates II, L.P., which is held in trust for the benefit of Reporting Person.
F3: Held in trust for the benefit of Reporting Person. Reporting Person's father is trustee.
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 14, 2017 Filed Feb 13, 2018 15:45 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass B Common Stock · Derivative | 283 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-005328 · form5.xml · derivative · entry 5 Butler Clara R · CIK 0001558725 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · proportionate partnership interest shares held by AMR Associates LP held in trust Disclosed balance after: 283 Underlying: Class A Common Stock · 283 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 14, 2017 Filed Feb 13, 2018 15:45 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 163 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-005328 · form5.xml · nonDerivative · entry 3 Butler Clara R · CIK 0001558725 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate limited partnership interests in shares held by Rankin Associates II Disclosed balance after: 8,211 Read SEC document |
| December 14, 2017 Filed Feb 13, 2018 15:45 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 243 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-005328 · form5.xml · nonDerivative · entry 1 Butler Clara R · CIK 0001558725 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · proportionate partnership interest shares held by AMR Associates LP held in trust Disclosed balance after: 243 Read SEC document |
| December 14, 2017 Filed Feb 14, 2018 15:56 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GiftClass A Common Stock | 163 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-005713 · form5.xml · nonDerivative · entry 1 Butler Clara R · CIK 0001558725 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · By RAII Disclosed balance after: 8,211 F1 · price: N/A F2 · ownership.nature: Represents the Reporting Person's proportionate limited partnership interests in shares held by Rankin Associates II, L.P., which is held in trust for the benefit of Reporting Person. Read SEC document |
| December 14, 2017 Filed Feb 14, 2018 17:28 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass B Common Stock · Derivative | 163 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-005873 · form5.xml · derivative · entry 3 Butler Clara R · CIK 0001558725 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate limited partnership interests in shares held by Rankin Associates II, L.P. Disclosed balance after: 8,211 Underlying: Class A Common Stock · 163 shares Expires not disclosed F2 · derivative.exercise_price: N/A F1 · price: N/A F2 · derivative.exercise_date: N/A F2 · derivative.expiration_date: N/A Read SEC document |
| December 14, 2017 Filed Feb 14, 2018 17:28 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass A Common Stock | 163 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-005873 · form5.xml · nonDerivative · entry 1 Butler Clara R · CIK 0001558725 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate limited partnership interests in shares held by Rankin Associates II, L.P. Disclosed balance after: 8,211 F1 · price: N/A Read SEC document |
| December 14, 2017 Filed Apr 4, 2018 19:28 UTC Amendment | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass B Common Stock · Derivative | 163 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-013978 · form5a.xml · derivative · entry 6 Butler Clara R · CIK 0001558725 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate limited partnership interests in shares held by Rankin Associates II Disclosed balance after: 8,211 Underlying: Class A Common Stock · 163 shares Expires not disclosed F2 · derivative.exercise_price: N/A F2 · derivative.exercise_date: N/A F2 · derivative.expiration_date: N/A Read SEC document |
| December 14, 2017 Filed Apr 4, 2018 19:28 UTC Amendment | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass B Common Stock · Derivative | 326 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-013978 · form5a.xml · derivative · entry 5 Butler Clara R · CIK 0001558725 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · proportionate partnership interest shares held by AMR Associates LP held in trust Disclosed balance after: 326 Underlying: Class A Common Stock · 326 shares Expires not disclosed F2 · derivative.exercise_price: N/A F1 · shares: Share amount previously reported was based on preliminary valuation of partnership interests and has been adjusted in this amendment to Form 4 to reflect the final valuation of partnership interests, and corresponding adjustment to the number of shares attributed to Reporting Person's partnership interest. F2 · derivative.exercise_date: N/A F2 · derivative.expiration_date: N/A Read SEC document |
| December 14, 2017 Filed Apr 4, 2018 19:28 UTC Amendment | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 163 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-013978 · form5a.xml · nonDerivative · entry 3 Butler Clara R · CIK 0001558725 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate limited partnership interests in shares held by Rankin Associates II Disclosed balance after: 8,211 Read SEC document |
| December 14, 2017 Filed Apr 4, 2018 19:28 UTC Amendment | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 279 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-013978 · form5a.xml · nonDerivative · entry 1 Butler Clara R · CIK 0001558725 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · proportionate partnership interest shares held by AMR Associates LP held in trust Disclosed balance after: 279 F1 · shares: Share amount previously reported was based on preliminary valuation of partnership interests and has been adjusted in this amendment to Form 4 to reflect the final valuation of partnership interests, and corresponding adjustment to the number of shares attributed to Reporting Person's partnership interest. Read SEC document |
| December 22, 2016 Filed Feb 13, 2017 21:08 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass B Common Stock · Derivative | 199 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005386 · form5.xml · derivative · entry 5 Butler Clara R · CIK 0001558725 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate limited partnership interests in shares held by Rankin Associates II Disclosed balance after: 8,048 Underlying: Class A Common Stock · 199 shares Expires not disclosed F1 · derivative.exercise_price: N/A F1 · derivative.exercise_date: N/A F1 · derivative.expiration_date: N/A Read SEC document |
| December 22, 2016 Filed Feb 13, 2017 21:08 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass B Common Stock · Derivative | 199 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005386 · form5.xml · derivative · entry 4 Butler Clara R · CIK 0001558725 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate limited partnership interests in shares held by Rankin Associates II Disclosed balance after: 8,048 Underlying: Class A Common Stock · 199 shares Expires not disclosed F1 · derivative.exercise_price: N/A F1 · derivative.exercise_date: N/A F1 · derivative.expiration_date: N/A Read SEC document |
| December 22, 2016 Filed Feb 13, 2017 21:08 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 199 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005386 · form5.xml · nonDerivative · entry 2 Butler Clara R · CIK 0001558725 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate limited partnership interests in shares held by Rankin Associates II Disclosed balance after: 8,048 Read SEC document |
| December 22, 2016 Filed Feb 13, 2017 21:08 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 199 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005386 · form5.xml · nonDerivative · entry 1 Butler Clara R · CIK 0001558725 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate limited partnership interests in shares held by Rankin Associates II Disclosed balance after: 8,048 Read SEC document |
| December 22, 2016 Filed Feb 14, 2017 15:44 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GiftClass A Common Stock | 199 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005701 · form5.xml · nonDerivative · entry 2 Butler Clara R · CIK 0001558725 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · By RAII Disclosed balance after: 8,048 F1 · price: N/A F2 · ownership.nature: Represents the Reporting Person's proportionate limited partnership interests in shares held by Rankin Associates II, L.P., which is held in trust for the benefit of Reporting Person. Read SEC document |
| December 22, 2016 Filed Feb 14, 2017 15:44 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GiftClass A Common Stock | 199 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005701 · form5.xml · nonDerivative · entry 1 Butler Clara R · CIK 0001558725 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · By RAII Disclosed balance after: 8,048 F1 · price: N/A F2 · ownership.nature: Represents the Reporting Person's proportionate limited partnership interests in shares held by Rankin Associates II, L.P., which is held in trust for the benefit of Reporting Person. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.