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 |
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 interest in shares held by Rankin Associates VI | 792 |
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 158 · Balance 792 F1: N/A |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectProportionate interests held in shares in Rankin Associates V | 555 |
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 94 · Balance 555 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 | IndirectFather is trustee of a trust fbo Reporting Person. | 9,961 |
Reported balance
Holding disclosure · report date 2026-05-29 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 9,961 |
| 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 | IndirectReporting Person?s trust?s proportionate interests in shares held by Rankin Associates II. | 19,904 |
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 19,904 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 interest of Rankin Associates HBB, L.P. held by a Trust fbo Reporting Person | 36,752 |
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 36,752 F1: N/A |
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 16:16 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass B Common Stock · Derivative | 94 | $0.00 | $0.00 |
DisclosureSEC source: 0001173514-26-000142 · form4.xml · derivative · entry 6 Williams Margo J.V. · CIK 0001558827 · Member of a Group 10b5-1 filing: No plan indicated Ownership: Indirect · Proportionate interests held in shares in Rankin Associates V Disclosed balance after: 555 Underlying: Class A Common Stock · 94 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 16:16 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass B Common Stock · Derivative | 158 | $0.00 | $0.00 |
DisclosureSEC source: 0001173514-26-000142 · form4.xml · derivative · entry 5 Williams Margo J.V. · CIK 0001558827 · Member of a Group 10b5-1 filing: No plan indicated Ownership: Indirect · Proportionate interest in shares held by Rankin Associates VI Disclosed balance after: 792 Underlying: Class A Common Stock · 158 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 23:13 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass B Common Stock · Derivative | 5,112 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001709164-26-000132 · form4.xml · derivative · entry 1 Williams Margo J.V. · CIK 0001558827 · Member of a Group 10b5-1 filing: No plan indicated Ownership: Indirect · Proportionate interest of Rankin Associates HBB, L.P. held by a Trust fbo Reporting Person Disclosed balance after: 36,752 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 10, 2025 00:32 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass B Common Stock · Derivative | 6,884 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001709164-25-000122 · form4.xml · derivative · entry 1 Williams Margo J.V. · CIK 0001558827 · Member of a Group 10b5-1 filing: No plan indicated Ownership: Indirect · Proportionate interest of Rankin Associates HBB, L.P. held by a Trust fbo Reporting Person Disclosed balance after: 31,640 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 20:11 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass B Common Stock · Derivative | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-009460 · form4.xml · derivative · entry 3 Williams Margo J.V. · CIK 0001558827 · Member of a Group 10b5-1 filing: No plan indicated Ownership: Indirect · proportionate partnership interest shares held by AMR Associates LP held in trust 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 20:11 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 118 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-009460 · form4.xml · nonDerivative · entry 1 Williams Margo J.V. · CIK 0001558827 · Member of a Group 10b5-1 filing: No plan indicated Ownership: Indirect · proportionate partnership interest shares held by AMR Associates LP held in trust 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 02:58 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass B Common Stock · Derivative | 5,606 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-029025 · form4.xml · derivative · entry 1 Williams Margo J.V. · CIK 0001558827 · Member of a Group 10b5-1 filing: No plan indicated Ownership: Indirect · Proportionate interest of Rankin Associates HBB, L.P. held by a Trust fbo Reporting Person Disclosed balance after: 24,756 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 17:33 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass B Common Stock · Derivative | 868 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-018786 · form4.xml · derivative · entry 3 Williams Margo J.V. · CIK 0001558827 · Member of a Group 10b5-1 filing: No plan indicated Ownership: Indirect · proportionate partnership interest shares held by AMR Associates LP held in trust 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 17:33 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 868 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-018786 · form4.xml · nonDerivative · entry 1 Williams Margo J.V. · CIK 0001558827 · Member of a Group 10b5-1 filing: No plan indicated Ownership: Indirect · proportionate partnership interest shares held by AMR Associates LP held in trust 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 22:23 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass B Common Stock · Derivative | 19,150 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-009865 · form4.xml · derivative · entry 1 Williams Margo J.V. · CIK 0001558827 · Member of a Group 10b5-1 filing: No plan indicated Ownership: Indirect · Proportionate interest of Rankin Associates HBB, L.P. held by a Trust fbo Reporting Person Disclosed balance after: 19,150 Underlying: Class A Common Stock · 19,150 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"). 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 11, 2023 22:25 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass B Common Stock · Derivative | 755 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-029223 · form4.xml · derivative · entry 3 Williams Margo J.V. · CIK 0001558827 · Member of a Group 10b5-1 filing: No plan indicated Ownership: Indirect · Reporting Person?s trust?s proportionate interests in shares held by Rankin Associates II. Disclosed balance after: 19,904 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 22:25 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 656 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-029223 · form4.xml · nonDerivative · entry 1 Williams Margo J.V. · CIK 0001558827 · Member of a Group 10b5-1 filing: No plan indicated Ownership: Indirect · Father is trustee of a trust fbo Reporting Person. Disclosed balance after: 9,961 Read SEC document |
| August 10, 2023 Filed Aug 11, 2023 21:51 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass B Common Stock · Derivative | 19,150 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-022403 · form4.xml · derivative · entry 1 Williams Margo J.V. · CIK 0001558827 · Member of a Group 10b5-1 filing: No plan indicated Ownership: Indirect · Held in Trust for the benefit of Reporting Person Disclosed balance after: 19,150 Underlying: Class A Common Stock · 19,150 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 19,150 shares. A trust for the benefit of the Reporting Person 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 18:46 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass B Common Stock · Derivative | 737 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-004336 · form5.xml · derivative · entry 3 Williams Margo J.V. · CIK 0001558827 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Reporting Person?s trust?s proportionate interests in shares held by Rankin Associates II. Disclosed balance after: 19,149 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 14, 2023 23:28 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass B Common Stock · Derivative | 737 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-005228 · form5.xml · derivative · entry 3 Williams Margo J.V. · CIK 0001558827 · 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: 19,149 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 23:28 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass A Common Stock | 2,225 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-005228 · form5.xml · nonDerivative · entry 1 Williams Margo J.V. · CIK 0001558827 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Father is trustee of a Trust for the benefit of Reporting Person Disclosed balance after: 10,079 F1 · price: N/A Read SEC document |
| June 03, 2022 Filed Jun 6, 2022 16:05 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass B Common Stock · Derivative | 9,206 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016852 · form4.xml · derivative · entry 4 Williams Margo J.V. · CIK 0001558827 · 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: 18,412 Underlying: Class A Common Stock · 9,206 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 16:05 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass B Common Stock · Derivative | 3,927 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016852 · form4.xml · derivative · entry 3 Williams Margo J.V. · CIK 0001558827 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Father is trustee of a Trust for the benefit of Reporting Person Disclosed balance after: 0 Underlying: Class A Common Stock · 3,927 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 16:05 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass A Common Stock | 9,206 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016852 · form4.xml · nonDerivative · entry 2 Williams Margo J.V. · CIK 0001558827 · 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: 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 16:05 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass A Common Stock | 3,927 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016852 · form4.xml · nonDerivative · entry 1 Williams Margo J.V. · CIK 0001558827 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Father is trustee of a Trust for the benefit of Reporting Person Disclosed balance after: 7,854 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 20:04 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 710 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-004176 · form5.xml · nonDerivative · entry 2 Williams Margo J.V. · CIK 0001558827 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Father is trustee of a trust fbo Reporting Person. Disclosed balance after: 9,305 Read SEC document |
| December 30, 2021 Filed Feb 10, 2022 20:04 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 710 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-004176 · form5.xml · nonDerivative · entry 1 Williams Margo J.V. · CIK 0001558827 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Father is trustee of a trust fbo Reporting Person. Disclosed balance after: 9,305 Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 20:25 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass B Common Stock · Derivative | 461 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031319 · form4.xml · derivative · entry 10 Williams Margo J.V. · CIK 0001558827 · 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 20:25 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass B Common Stock · Derivative | 527 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031319 · form4.xml · derivative · entry 9 Williams Margo J.V. · CIK 0001558827 · 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: 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 20:25 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass B Common Stock · Derivative | 634 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031319 · form4.xml · derivative · entry 8 Williams Margo J.V. · CIK 0001558827 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate interest in shares held by Rankin Associates VI 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 20:25 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass B Common Stock · Derivative | 3,528 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031319 · form4.xml · derivative · entry 7 Williams Margo J.V. · CIK 0001558827 · 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 · 3,528 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 20:25 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass B Common Stock · Derivative | 9,206 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031319 · form4.xml · derivative · entry 6 Williams Margo J.V. · CIK 0001558827 · 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: 18,412 Underlying: Class A Common Stock · 9,206 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 20:25 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 461 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031319 · form4.xml · nonDerivative · entry 5 Williams Margo J.V. · CIK 0001558827 · 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 20:25 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 527 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031319 · form4.xml · nonDerivative · entry 4 Williams Margo J.V. · CIK 0001558827 · 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: 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 20:25 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 634 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031319 · form4.xml · nonDerivative · entry 3 Williams Margo J.V. · CIK 0001558827 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate interest in shares held by Rankin Associates VI 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 20:25 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 3,528 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031319 · form4.xml · nonDerivative · entry 2 Williams Margo J.V. · CIK 0001558827 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Father is trustee of a trust fbo Reporting Person. Disclosed balance after: 7,885 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 20:25 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 9,206 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031319 · form4.xml · nonDerivative · entry 1 Williams Margo J.V. · CIK 0001558827 · 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 19:09 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass B Common Stock · Derivative | 414 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-013812 · form4.xml · derivative · entry 3 Williams Margo J.V. · CIK 0001558827 · 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: 9,206 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 19:09 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass A Common Stock | 414 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-013812 · form4.xml · nonDerivative · entry 1 Williams Margo J.V. · CIK 0001558827 · 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: 9,206 F1 · price: N/A Read SEC document |
| March 25, 2020 Filed Jun 26, 2020 15:09 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass B Common Stock · Derivative | 781 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-020397 · form4.xml · derivative · entry 7 Williams Margo J.V. · CIK 0001558827 · 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: 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 15:09 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass B Common Stock · Derivative | 414 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-020397 · form4.xml · derivative · entry 6 Williams Margo J.V. · CIK 0001558827 · 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: 9,206 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 15:09 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 671 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-020397 · form4.xml · nonDerivative · entry 3 Williams Margo J.V. · CIK 0001558827 · 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: 1,744 Read SEC document |
| March 25, 2020 Filed Jun 26, 2020 15:09 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 84 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-020397 · form4.xml · nonDerivative · entry 2 Williams Margo J.V. · CIK 0001558827 · 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 15:09 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 414 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-020397 · form4.xml · nonDerivative · entry 1 Williams Margo J.V. · CIK 0001558827 · 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: 9,206 Read SEC document |
| December 05, 2019 Filed Feb 10, 2020 20:40 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass B Common Stock · Derivative | 462 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-004566 · form5.xml · derivative · entry 7 Williams Margo J.V. · CIK 0001558827 · 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: 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 20:40 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass B Common Stock · Derivative | 222 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-004566 · form5.xml · derivative · entry 6 Williams Margo J.V. · CIK 0001558827 · 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: 8,792 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 20:40 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 396 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-004566 · form5.xml · nonDerivative · entry 3 Williams Margo J.V. · CIK 0001558827 · 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: 1,073 Read SEC document |
| December 05, 2019 Filed Feb 10, 2020 20:40 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 222 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-004566 · form5.xml · nonDerivative · entry 2 Williams Margo J.V. · CIK 0001558827 · 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: 8,792 Read SEC document |
| December 05, 2019 Filed Feb 10, 2020 20:40 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 377 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-004566 · form5.xml · nonDerivative · entry 1 Williams Margo J.V. · CIK 0001558827 · 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 19:39 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass B Common Stock · Derivative | 222 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-005218 · form5.xml · derivative · entry 3 Williams Margo J.V. · CIK 0001558827 · 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: 8,792 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 19:39 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass A Common Stock | 222 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-005218 · form5.xml · nonDerivative · entry 1 Williams Margo J.V. · CIK 0001558827 · 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: 8,792 F1 · price: N/A Read SEC document |
| July 11, 2019 Filed Jul 12, 2019 19:22 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 1 | $53.84 | $53.84 |
DisclosureSEC source: 0001127602-19-024490 · form4.xml · nonDerivative · entry 2 Williams Margo J.V. · CIK 0001558827 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate interest in shares held by Rankin Associates VI Disclosed balance after: 634 F1 · shares: Shares purchased pursuant to 10b5-1 plan. F3 · price: 2019-July-11-Weighted Average-Share Price represents average price between $53.40 and $53.84. Read SEC document |
| July 10, 2019 Filed Jul 12, 2019 19:22 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 1 | $53.99 | $53.99 |
DisclosureSEC source: 0001127602-19-024490 · form4.xml · nonDerivative · entry 1 Williams Margo J.V. · CIK 0001558827 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate interest in shares held by Rankin Associates VI Disclosed balance after: 633 F1 · shares: Shares purchased pursuant to 10b5-1 plan. F2 · price: 2019-July-10-Weighted Average-Share Price represents average price between $53.95 and $53.99. Read SEC document |
| July 09, 2019 Filed Jul 10, 2019 17:14 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 1 | $53.83 | $53.83 |
DisclosureSEC source: 0001127602-19-024346 · form4.xml · nonDerivative · entry 2 Williams Margo J.V. · CIK 0001558827 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate interest in shares held by Rankin Associates VI Disclosed balance after: 632 F1 · shares: Shares purchased pursuant to 10b5-1 plan. F3 · price: 2019-July-9-Weighted Average-Share Price represents average price between $53.50 and $53.99. Read SEC document |
| July 08, 2019 Filed Jul 10, 2019 17:14 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 2 | $53.96 | $107.92 |
DisclosureSEC source: 0001127602-19-024346 · form4.xml · nonDerivative · entry 1 Williams Margo J.V. · CIK 0001558827 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate interest in shares held by Rankin Associates VI Disclosed balance after: 631 F1 · shares: Shares purchased pursuant to 10b5-1 plan. F2 · price: 2019-July-8-Weighted Average-Share Price represents average price between $53.66 and $53.99. 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.