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organization · Reporting owner

David BH Williams, Trustee UAD The Margo Janison Victoire Williams 2004 Trust

Disclosed activity across 3 companies

Tapewire entity
42306
SEC CIK
0001558776

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
HYSTER-YALE, INC.HY · Entity 5370member of a groupMay 29, 2026June 01, 2026
Hamilton Beach Brands Holding CoHBB · Entity 5625Member of a GroupMay 29, 2026June 02, 2026
NACCO INDUSTRIES INCNC · Entity 5896Member of a GroupDecember 08, 2023December 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Class B Common StockSEC Table II · derivative / convertible securityIndirectProportionate interests held in shares in Rankin Associates V555 Reported balance After 2026-05-29 transaction · row 5 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 5 · 2026-05-29 · Gift · Acquired 94 · Balance 555

F1: N/A

Class B Common StockSEC Table II · derivative / convertible securityIndirectProportionate interest in shares held by Rankin Associates VI held in trust792 Reported balance After 2026-05-29 transaction · row 6 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 6 · 2026-05-29 · Gift · Acquired 158 · Balance 792

F1: N/A

Class A Common StockSEC Table I · non-derivativeIndirectproportionate partnership interest shares held by AMR Associates LP1,967 Reported balance Holding disclosure · report date 2026-05-29 · row 1 Holding and transaction disclosures are not merged.
1 source row

Row 1 · Balance 1,967

Class A Common StockSEC Table I · non-derivativeDirect9,961 Reported balance Holding disclosure · report date 2026-05-29 · row 2 Holding and transaction disclosures are not merged.
1 source row

Row 2 · Balance 9,961

Class B Common StockSEC Table II · derivative / convertible securityIndirectproportionate partnership interest shares held by AMR Associates LP1,892 Reported balance Holding disclosure · report date 2026-05-29 · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 3 · Balance 1,892

F1: N/A

Class B Common StockSEC Table II · derivative / convertible securityIndirectProportionate 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 row

Row 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Class B Common StockSEC Table II · derivative / convertible securityIndirectProportionate LP interest of shares held by RA HBB, L.P.36,752 Reported balance After 2026-05-29 transaction · row 1 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 1 · 2026-05-29 · Gift · Acquired 5,112 · Balance 36,752

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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A Common StockSEC Table I · non-derivativeIndirectProportionate limited partnership interest in shares held by Rankin Associates II, L.P.9,952 Reported balance After 2023-12-08 transaction · row 2 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 2 · 2023-12-08 · Gift · Acquired 377 · Balance 9,952

F1: N/A

Class A Common StockSEC Table I · non-derivativeDirect3,927 Reported balance Holding disclosure · report date 2023-12-08 · row 1 Holding and transaction disclosures are not merged.
1 source row

Row 1 · Balance 3,927

Filing footnotes · ownership attribution and instrument terms

F1: N/A

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
November 08, 2018 Filed Feb 8, 2019 19:25 UTC Hamilton Beach Brands Holding Co HBB · Entity 5625 GiftClass A Common Stock 205 $0.00 $0.00
Disclosure

SEC source: 0001127602-19-004744 · form5.xml · nonDerivative · entry 1

David BH Williams, Trustee UAD The Margo Janison Victoire Williams 2004 Trust · CIK 0001558776 · 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: 8,570

F1 · price: N/A

Read SEC document
November 08, 2018 Filed Feb 14, 2019 15:42 UTC NACCO INDUSTRIES INC NC · Entity 5896 GiftClass A Common Stock 205 $0.00 $0.00
Disclosure

SEC source: 0001127602-19-005840 · form5.xml · nonDerivative · entry 1

David BH Williams, Trustee UAD The Margo Janison Victoire Williams 2004 Trust · CIK 0001558776 · 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: 8,570

F1 · price: N/A

Read SEC document
November 05, 2018 Filed Nov 6, 2018 20:10 UTC HYSTER-YALE, INC. HY · Entity 5370 PurchaseClass A Common Stock 1 $64.98 $64.98
Disclosure

SEC source: 0001127602-18-032207 · form4.xml · nonDerivative · entry 2

David BH Williams, Trustee UAD The Margo Janison Victoire Williams 2004 Trust · CIK 0001558776 · 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: 190

F1 · shares: Shares purchased pursuant to 10b5-1 plan

F2 · price: 2018-Nov-5-Weighted Average - Share Price represents average price between $64.83 and $64.99.

Read SEC document
November 02, 2018 Filed Nov 6, 2018 20:10 UTC HYSTER-YALE, INC. HY · Entity 5370 PurchaseClass A Common Stock 1 $63.50 $63.50
Disclosure

SEC source: 0001127602-18-032207 · form4.xml · nonDerivative · entry 1

David BH Williams, Trustee UAD The Margo Janison Victoire Williams 2004 Trust · CIK 0001558776 · 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: 189

F1 · shares: Shares purchased pursuant to 10b5-1 plan

Read SEC document
November 01, 2018 Filed Nov 2, 2018 20:12 UTC HYSTER-YALE, INC. HY · Entity 5370 PurchaseClass A Common Stock 1 $62.18 $62.18
Disclosure

SEC source: 0001127602-18-031863 · form4.xml · nonDerivative · entry 5

David BH Williams, Trustee UAD The Margo Janison Victoire Williams 2004 Trust · CIK 0001558776 · 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: 188

F1 · shares: Shares purchased pursuant to 10b5-1 plan

F6 · price: 2018-Nov-1 -Block 3 Weighted Average- Share Price represents average price between $62.00 and $62.97.

Read SEC document
November 01, 2018 Filed Nov 2, 2018 20:12 UTC HYSTER-YALE, INC. HY · Entity 5370 PurchaseClass A Common Stock 1 $61.67 $61.67
Disclosure

SEC source: 0001127602-18-031863 · form4.xml · nonDerivative · entry 4

David BH Williams, Trustee UAD The Margo Janison Victoire Williams 2004 Trust · CIK 0001558776 · 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: 187

F1 · shares: Shares purchased pursuant to 10b5-1 plan

F5 · price: 2018-Nov-1 -Block 2 Weighted Average- Share Price represents average price between $61.25 and $61.96.

Read SEC document
October 31, 2018 Filed Nov 2, 2018 20:12 UTC HYSTER-YALE, INC. HY · Entity 5370 PurchaseClass A Common Stock 1 $62.97 $62.97
Disclosure

SEC source: 0001127602-18-031863 · form4.xml · nonDerivative · entry 3

David BH Williams, Trustee UAD The Margo Janison Victoire Williams 2004 Trust · CIK 0001558776 · 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: 186

F1 · shares: Shares purchased pursuant to 10b5-1 plan

F4 · price: 2018-Oct-31 -Block 3 Weighted Average- Share Price represents average price between $62.85 and $64.99.

Read SEC document
October 31, 2018 Filed Nov 2, 2018 20:12 UTC HYSTER-YALE, INC. HY · Entity 5370 PurchaseClass A Common Stock 1 $61.83 $61.83
Disclosure

SEC source: 0001127602-18-031863 · form4.xml · nonDerivative · entry 2

David BH Williams, Trustee UAD The Margo Janison Victoire Williams 2004 Trust · CIK 0001558776 · 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: 185

F1 · shares: Shares purchased pursuant to 10b5-1 plan

F3 · price: 2018-Oct-31 -Block 2 Weighted Average- Share Price represents average price between $61.50 and $62.00.

Read SEC document
October 31, 2018 Filed Nov 2, 2018 20:12 UTC HYSTER-YALE, INC. HY · Entity 5370 PurchaseClass A Common Stock 1 $61.07 $61.07
Disclosure

SEC source: 0001127602-18-031863 · form4.xml · nonDerivative · entry 1

David BH Williams, Trustee UAD The Margo Janison Victoire Williams 2004 Trust · CIK 0001558776 · 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: 184

F1 · shares: Shares purchased pursuant to 10b5-1 plan

F2 · price: 2018-Oct-31 -Block 1 Weighted Average- Share Price represents average price between $60.50 and $61.34.

Read SEC document
October 30, 2018 Filed Oct 31, 2018 19:59 UTC HYSTER-YALE, INC. HY · Entity 5370 PurchaseClass A Common Stock 1 $62.46 $62.46
Disclosure

SEC source: 0001127602-18-031374 · form4.xml · nonDerivative · entry 4

David BH Williams, Trustee UAD The Margo Janison Victoire Williams 2004 Trust · CIK 0001558776 · 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: 183

F1 · shares: Shares purchased pursuant to 10b5-1 plan

F5 · price: 2018-Oct-30 -Block 2 Weighted Average- Share Price represents average price between $62.25 and $62.49.

Read SEC document
October 30, 2018 Filed Oct 31, 2018 19:59 UTC HYSTER-YALE, INC. HY · Entity 5370 PurchaseClass A Common Stock 1 $60.97 $60.97
Disclosure

SEC source: 0001127602-18-031374 · form4.xml · nonDerivative · entry 3

David BH Williams, Trustee UAD The Margo Janison Victoire Williams 2004 Trust · CIK 0001558776 · 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: 182

F1 · shares: Shares purchased pursuant to 10b5-1 plan

F4 · price: 2018-Oct-30 -Block 1 Weighted Average- Share Price represents average price between $60.63 and $61.00.

Read SEC document
October 29, 2018 Filed Oct 31, 2018 19:59 UTC HYSTER-YALE, INC. HY · Entity 5370 PurchaseClass A Common Stock 1 $61.91 $61.91
Disclosure

SEC source: 0001127602-18-031374 · form4.xml · nonDerivative · entry 2

David BH Williams, Trustee UAD The Margo Janison Victoire Williams 2004 Trust · CIK 0001558776 · 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: 181

F1 · shares: Shares purchased pursuant to 10b5-1 plan

F3 · price: 2018-Oct-29 -Block 2 Weighted Average- Share Price represents average price between $61.89 and $62.00.

Read SEC document
October 29, 2018 Filed Oct 31, 2018 19:59 UTC HYSTER-YALE, INC. HY · Entity 5370 PurchaseClass A Common Stock 1 $61.53 $61.53
Disclosure

SEC source: 0001127602-18-031374 · form4.xml · nonDerivative · entry 1

David BH Williams, Trustee UAD The Margo Janison Victoire Williams 2004 Trust · CIK 0001558776 · 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: 180

F1 · shares: Shares purchased pursuant to 10b5-1 plan

F2 · price: 2018-Oct-29 -Block 1 Weighted Average- Share Price represents average price between $60.86 and $61.82.

Read SEC document
October 26, 2018 Filed Oct 29, 2018 18:36 UTC HYSTER-YALE, INC. HY · Entity 5370 PurchaseClass A Common Stock 3 $59.78 $179.34
Disclosure

SEC source: 0001127602-18-031177 · form4.xml · nonDerivative · entry 2

David BH Williams, Trustee UAD The Margo Janison Victoire Williams 2004 Trust · CIK 0001558776 · 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: 179

F1 · shares: Shares purchased pursuant to 10b5-1 plan

F3 · price: 2018-Oct-26 -Weighted Average- Share Price represents average price between $59.31 and $59.99.

Read SEC document
October 25, 2018 Filed Oct 29, 2018 18:36 UTC HYSTER-YALE, INC. HY · Entity 5370 PurchaseClass A Common Stock 3 $60.52 $181.56
Disclosure

SEC source: 0001127602-18-031177 · form4.xml · nonDerivative · entry 1

David BH Williams, Trustee UAD The Margo Janison Victoire Williams 2004 Trust · CIK 0001558776 · 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: 176

F1 · shares: Shares purchased pursuant to 10b5-1 plan

F2 · price: 2018-Oct-25 -Weighted Average- Share Price represents average price between $59.86 and $60.85.

Read SEC document
October 24, 2018 Filed Oct 25, 2018 20:20 UTC HYSTER-YALE, INC. HY · Entity 5370 PurchaseClass A Common Stock 1 $62.11 $62.11
Disclosure

SEC source: 0001127602-18-030962 · form4.xml · nonDerivative · entry 3

David BH Williams, Trustee UAD The Margo Janison Victoire Williams 2004 Trust · CIK 0001558776 · 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: 173

F1 · shares: Shares purchased pursuant to 10b5-1 plan

F4 · price: 2018-Oct-24 -Block 2 Weighted Average- Share Price represents average price between $61.73 and $62.38.

Read SEC document
October 24, 2018 Filed Oct 25, 2018 20:20 UTC HYSTER-YALE, INC. HY · Entity 5370 PurchaseClass A Common Stock 1 $60.66 $60.66
Disclosure

SEC source: 0001127602-18-030962 · form4.xml · nonDerivative · entry 2

David BH Williams, Trustee UAD The Margo Janison Victoire Williams 2004 Trust · CIK 0001558776 · 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: 172

F1 · shares: Shares purchased pursuant to 10b5-1 plan

F3 · price: 2018-Oct-24 -Block 1 Weighted Average- Share Price represents average price between $60.33 and $60.94.

Read SEC document
October 23, 2018 Filed Oct 25, 2018 20:20 UTC HYSTER-YALE, INC. HY · Entity 5370 PurchaseClass A Common Stock 2 $60.99 $121.98
Disclosure

SEC source: 0001127602-18-030962 · form4.xml · nonDerivative · entry 1

David BH Williams, Trustee UAD The Margo Janison Victoire Williams 2004 Trust · CIK 0001558776 · 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: 171

F1 · shares: Shares purchased pursuant to 10b5-1 plan

F2 · price: 2018-Oct-23 -Weighted Average- Share Price represents average price between $60.73 and $61.20.

Read SEC document
October 22, 2018 Filed Oct 23, 2018 18:37 UTC HYSTER-YALE, INC. HY · Entity 5370 PurchaseClass A Common Stock 2 $61.99 $123.98
Disclosure

SEC source: 0001127602-18-030783 · form4.xml · nonDerivative · entry 2

David BH Williams, Trustee UAD The Margo Janison Victoire Williams 2004 Trust · CIK 0001558776 · 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: 169

F1 · shares: Shares purchased pursuant to 10b5-1 plan

F3 · price: 2018-Oct-22 -Block 2 Weighted Average- Share Price represents average price between $61.50 and $62.46.

Read SEC document
October 19, 2018 Filed Oct 23, 2018 18:37 UTC HYSTER-YALE, INC. HY · Entity 5370 PurchaseClass A Common Stock 2 $60.65 $121.30
Disclosure

SEC source: 0001127602-18-030783 · form4.xml · nonDerivative · entry 1

David BH Williams, Trustee UAD The Margo Janison Victoire Williams 2004 Trust · CIK 0001558776 · 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: 167

F1 · shares: Shares purchased pursuant to 10b5-1 plan

F2 · price: 2018-Oct-19 -Weighted Average- Share Price represents average price between $60.20 and $61.00.

Read SEC document
October 18, 2018 Filed Oct 19, 2018 15:57 UTC HYSTER-YALE, INC. HY · Entity 5370 PurchaseClass A Common Stock 1 $61.69 $61.69
Disclosure

SEC source: 0001127602-18-030627 · form4.xml · nonDerivative · entry 2

David BH Williams, Trustee UAD The Margo Janison Victoire Williams 2004 Trust · CIK 0001558776 · 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: 165

F1 · shares: Shares purchased pursuant to 10b5-1 plan

F3 · price: 2018-Oct-18 -Weighted Average- Share Price represents average price between $61.23 and $62.03.

Read SEC document
October 17, 2018 Filed Oct 19, 2018 15:57 UTC HYSTER-YALE, INC. HY · Entity 5370 PurchaseClass A Common Stock 1 $63.07 $63.07
Disclosure

SEC source: 0001127602-18-030627 · form4.xml · nonDerivative · entry 1

David BH Williams, Trustee UAD The Margo Janison Victoire Williams 2004 Trust · CIK 0001558776 · 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: 164

F1 · shares: Shares purchased pursuant to 10b5-1 plan

F2 · price: 2018-Oct-17 -Weighted Average- Share Price represents average price between $62.63 and $63.50.

Read SEC document
October 16, 2018 Filed Oct 17, 2018 19:42 UTC HYSTER-YALE, INC. HY · Entity 5370 PurchaseClass A Common Stock 1 $62.90 $62.90
Disclosure

SEC source: 0001127602-18-030488 · form4.xml · nonDerivative · entry 2

David BH Williams, Trustee UAD The Margo Janison Victoire Williams 2004 Trust · CIK 0001558776 · 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: 163

F1 · shares: Shares purchased pursuant to 10b5-1 plan

F3 · price: 2018-Oct-16 -Weighted Average- Share Price represents average price between $62.50 and $63.45.

Read SEC document
October 15, 2018 Filed Oct 17, 2018 19:42 UTC HYSTER-YALE, INC. HY · Entity 5370 PurchaseClass A Common Stock 2 $62.32 $124.64
Disclosure

SEC source: 0001127602-18-030488 · form4.xml · nonDerivative · entry 1

David BH Williams, Trustee UAD The Margo Janison Victoire Williams 2004 Trust · CIK 0001558776 · 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: 162

F1 · shares: Shares purchased pursuant to 10b5-1 plan

F2 · price: 2018-Oct-15 -Block 2 Weighted Average- Share Price represents average price between $61.91 and $62.49.

Read SEC document
October 12, 2018 Filed Oct 15, 2018 18:15 UTC HYSTER-YALE, INC. HY · Entity 5370 PurchaseClass A Common Stock 1 $61.59 $61.59
Disclosure

SEC source: 0001127602-18-030113 · form4.xml · nonDerivative · entry 3

David BH Williams, Trustee UAD The Margo Janison Victoire Williams 2004 Trust · CIK 0001558776 · 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: 160

F1 · shares: Shares purchased pursuant to 10b5-1 plan

F4 · price: 2018-Oct-12 -Block 2 Weighted Average- Share Price represents average price between $61.40 and $61.95.

Read SEC document
October 12, 2018 Filed Oct 15, 2018 18:15 UTC HYSTER-YALE, INC. HY · Entity 5370 PurchaseClass A Common Stock 1 $60.77 $60.77
Disclosure

SEC source: 0001127602-18-030113 · form4.xml · nonDerivative · entry 2

David BH Williams, Trustee UAD The Margo Janison Victoire Williams 2004 Trust · CIK 0001558776 · 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: 159

F1 · shares: Shares purchased pursuant to 10b5-1 plan

F3 · price: 2018-Oct-12 -Block 1 Weighted Average- Share Price represents average price between $60.35 and $61.27.

Read SEC document
October 11, 2018 Filed Oct 15, 2018 18:15 UTC HYSTER-YALE, INC. HY · Entity 5370 PurchaseClass A Common Stock 2 $60.85 $121.70
Disclosure

SEC source: 0001127602-18-030113 · form4.xml · nonDerivative · entry 1

David BH Williams, Trustee UAD The Margo Janison Victoire Williams 2004 Trust · CIK 0001558776 · 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: 158

F1 · shares: Shares purchased pursuant to 10b5-1 plan

F2 · price: 2018-Oct-11 -Block 1 Weighted Average- Share Price represents average price between $60.31 and $61.15.

Read SEC document
October 10, 2018 Filed Oct 11, 2018 18:15 UTC HYSTER-YALE, INC. HY · Entity 5370 PurchaseClass A Common Stock 2 $61.82 $123.64
Disclosure

SEC source: 0001127602-18-029973 · form4.xml · nonDerivative · entry 2

David BH Williams, Trustee UAD The Margo Janison Victoire Williams 2004 Trust · CIK 0001558776 · 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: 156

F1 · shares: Shares purchased pursuant to 10b5-1 plan

F3 · price: 2018-Oct-10 -Weighted Average- Share Price represents average price between $61.46 and $62.27.

Read SEC document
October 09, 2018 Filed Oct 11, 2018 18:15 UTC HYSTER-YALE, INC. HY · Entity 5370 PurchaseClass A Common Stock 1 $62.70 $62.70
Disclosure

SEC source: 0001127602-18-029973 · form4.xml · nonDerivative · entry 1

David BH Williams, Trustee UAD The Margo Janison Victoire Williams 2004 Trust · CIK 0001558776 · 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: 154

F1 · shares: Shares purchased pursuant to 10b5-1 plan

F2 · price: 2018-Oct-9-Weighted Average - Share Price represents average price between $62.54 and $63.01.

Read SEC document
October 08, 2018 Filed Oct 9, 2018 19:40 UTC HYSTER-YALE, INC. HY · Entity 5370 PurchaseClass A Common Stock 1 $63.42 $63.42
Disclosure

SEC source: 0001127602-18-029742 · form4.xml · nonDerivative · entry 2

David BH Williams, Trustee UAD The Margo Janison Victoire Williams 2004 Trust · CIK 0001558776 · 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: 153

F1 · shares: Shares purchased pursuant to 10b5-1 plan

F3 · price: 2018-Oct-8 -Block 3 Weighted Average- Share Price represents average price between $63.415 and $63.50.

Read SEC document
October 05, 2018 Filed Oct 9, 2018 19:40 UTC HYSTER-YALE, INC. HY · Entity 5370 PurchaseClass A Common Stock 2 $62.21 $124.42
Disclosure

SEC source: 0001127602-18-029742 · form4.xml · nonDerivative · entry 1

David BH Williams, Trustee UAD The Margo Janison Victoire Williams 2004 Trust · CIK 0001558776 · 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: 152

F1 · shares: Shares purchased pursuant to 10b5-1 plan

F2 · price: 2018-Oct-5 -Block 2 Weighted Average- Share Price represents average price between $62.08 and $62.49.

Read SEC document
October 04, 2018 Filed Oct 5, 2018 20:48 UTC HYSTER-YALE, INC. HY · Entity 5370 PurchaseClass A Common Stock 1 $63.66 $63.66
Disclosure

SEC source: 0001127602-18-029652 · form4.xml · nonDerivative · entry 1

David BH Williams, Trustee UAD The Margo Janison Victoire Williams 2004 Trust · CIK 0001558776 · 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: 150

F1 · shares: Shares purchased pursuant to 10b5-1 plan

F2 · price: 2018-Oct-4 -Block 2 Weighted Average- Share Price represents average price between $63.28 and $63.95.

Read SEC document
October 03, 2018 Filed Oct 4, 2018 19:52 UTC HYSTER-YALE, INC. HY · Entity 5370 PurchaseClass A Common Stock 1 $62.25 $62.25
Disclosure

SEC source: 0001127602-18-029555 · form4.xml · nonDerivative · entry 3

David BH Williams, Trustee UAD The Margo Janison Victoire Williams 2004 Trust · CIK 0001558776 · 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: 149

F1 · shares: Shares purchased pursuant to 10b5-1 plan

F4 · price: 2018-Oct-3 -Block 1 Weighted Average- Share Price represents average price between $61.91 and $62.40.

Read SEC document
October 02, 2018 Filed Oct 4, 2018 19:52 UTC HYSTER-YALE, INC. HY · Entity 5370 PurchaseClass A Common Stock 1 $62.30 $62.30
Disclosure

SEC source: 0001127602-18-029555 · form4.xml · nonDerivative · entry 2

David BH Williams, Trustee UAD The Margo Janison Victoire Williams 2004 Trust · CIK 0001558776 · 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: 148

F1 · shares: Shares purchased pursuant to 10b5-1 plan

F3 · price: 2018-Oct-2 -Block 2 Weighted Average- Share Price represents average price between $61.87 and $62.49.

Read SEC document
October 02, 2018 Filed Oct 4, 2018 19:52 UTC HYSTER-YALE, INC. HY · Entity 5370 PurchaseClass A Common Stock 1 $61.18 $61.18
Disclosure

SEC source: 0001127602-18-029555 · form4.xml · nonDerivative · entry 1

David BH Williams, Trustee UAD The Margo Janison Victoire Williams 2004 Trust · CIK 0001558776 · 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: 147

F1 · shares: Shares purchased pursuant to 10b5-1 plan

F2 · price: 2018-Oct-2 -Block 1 Weighted Average- Share Price represents average price between $60.86 and $61.52.

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October 01, 2018 Filed Oct 2, 2018 20:50 UTC HYSTER-YALE, INC. HY · Entity 5370 PurchaseClass A Common Stock 1 $61.74 $61.74
Disclosure

SEC source: 0001127602-18-029105 · form4.xml · nonDerivative · entry 3

David BH Williams, Trustee UAD The Margo Janison Victoire Williams 2004 Trust · CIK 0001558776 · 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: 146

F1 · shares: Shares purchased pursuant to 10b5-1 plan

F4 · price: 2018-Oct-1-Weighted Average - Share Price represents average price between $61.56 and $62.40.

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October 01, 2018 Filed Oct 2, 2018 20:49 UTC HYSTER-YALE, INC. HY · Entity 5370 PurchaseClass A Common Stock 1 $61.74 $61.74
Disclosure

SEC source: 0001127602-18-029104 · form4.xml · nonDerivative · entry 3

David BH Williams, Trustee UAD The Margo Janison Victoire Williams 2004 Trust · CIK 0001558776 · 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: 146

F1 · shares: Shares purchased pursuant to 10b5-1 plan

F4 · price: 2018-Oct-1-Weighted Average - Share Price represents average price between $61.56 and $62.40.

Read SEC document
September 28, 2018 Filed Oct 2, 2018 20:50 UTC HYSTER-YALE, INC. HY · Entity 5370 PurchaseClass A Common Stock 1 $61.84 $61.84
Disclosure

SEC source: 0001127602-18-029105 · form4.xml · nonDerivative · entry 2

David BH Williams, Trustee UAD The Margo Janison Victoire Williams 2004 Trust · CIK 0001558776 · 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: 145

F1 · shares: Shares purchased pursuant to 10b5-1 plan

F3 · price: 2018-Sept-28 -Block 2 Weighted Average- Share Price represents average price between $61.58 and $62.27.

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September 28, 2018 Filed Oct 2, 2018 20:50 UTC HYSTER-YALE, INC. HY · Entity 5370 PurchaseClass A Common Stock 1 $61.12 $61.12
Disclosure

SEC source: 0001127602-18-029105 · form4.xml · nonDerivative · entry 1

David BH Williams, Trustee UAD The Margo Janison Victoire Williams 2004 Trust · CIK 0001558776 · 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: 144

F1 · shares: Shares purchased pursuant to 10b5-1 plan

F2 · price: 2018-Sept-28 -Block 1 Weighted Average- Share Price represents average price between $60.55 and $61.40.

Read SEC document
September 28, 2018 Filed Oct 2, 2018 20:49 UTC HYSTER-YALE, INC. HY · Entity 5370 PurchaseClass A Common Stock 1 $61.84 $61.84
Disclosure

SEC source: 0001127602-18-029104 · form4.xml · nonDerivative · entry 2

David BH Williams, Trustee UAD The Margo Janison Victoire Williams 2004 Trust · CIK 0001558776 · 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: 145

F1 · shares: Shares purchased pursuant to 10b5-1 plan

F3 · price: 2018-Sept-28 -Block 2 Weighted Average- Share Price represents average price between $61.58 and $62.27.

Read SEC document
September 28, 2018 Filed Oct 2, 2018 20:49 UTC HYSTER-YALE, INC. HY · Entity 5370 PurchaseClass A Common Stock 1 $61.12 $61.12
Disclosure

SEC source: 0001127602-18-029104 · form4.xml · nonDerivative · entry 1

David BH Williams, Trustee UAD The Margo Janison Victoire Williams 2004 Trust · CIK 0001558776 · 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: 144

F1 · shares: Shares purchased pursuant to 10b5-1 plan

F2 · price: 2018-Sept-28 -Block 1 Weighted Average- Share Price represents average price between $60.55 and $61.40.

Read SEC document
September 27, 2018 Filed Sep 28, 2018 20:11 UTC HYSTER-YALE, INC. HY · Entity 5370 PurchaseClass A Common Stock 1 $62.43 $62.43
Disclosure

SEC source: 0001127602-18-028531 · form4.xml · nonDerivative · entry 2

David BH Williams, Trustee UAD The Margo Janison Victoire Williams 2004 Trust · CIK 0001558776 · 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: 143

F1 · shares: Shares purchased pursuant to 10b5-1 plan

F3 · price: 2018-Sept-27- Share Price represents average price between $62.30 and $62.55.

Read SEC document
September 26, 2018 Filed Sep 28, 2018 20:11 UTC HYSTER-YALE, INC. HY · Entity 5370 PurchaseClass A Common Stock 1 $64.00 $64.00
Disclosure

SEC source: 0001127602-18-028531 · form4.xml · nonDerivative · entry 1

David BH Williams, Trustee UAD The Margo Janison Victoire Williams 2004 Trust · CIK 0001558776 · 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: 142

F1 · shares: Shares purchased pursuant to 10b5-1 plan

F2 · price: 2018-Sept-26 -Block 2 Weighted Average- Share Price represents average price between $63.47 and $64.46.

Read SEC document
September 25, 2018 Filed Sep 26, 2018 19:31 UTC HYSTER-YALE, INC. HY · Entity 5370 PurchaseClass A Common Stock 1 $64.98 $64.98
Disclosure

SEC source: 0001127602-18-028386 · form4.xml · nonDerivative · entry 1

David BH Williams, Trustee UAD The Margo Janison Victoire Williams 2004 Trust · CIK 0001558776 · 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: 141

F1 · shares: Shares purchased pursuant to 10b5-1 plan

F2 · price: 2018-Sept-25-Weighted Average - Share Price represents average price between $64.95 and $64.99.

Read SEC document
September 13, 2018 Filed Sep 17, 2018 17:03 UTC HYSTER-YALE, INC. HY · Entity 5370 PurchaseClass A Common Stock 1 $64.38 $64.38
Disclosure

SEC source: 0001127602-18-027702 · form4.xml · nonDerivative · entry 1

David BH Williams, Trustee UAD The Margo Janison Victoire Williams 2004 Trust · CIK 0001558776 · 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: 140

F1 · shares: Shares purchased pursuant to 10b5-1 plan

F2 · price: 2018-Sept-13-Weighted Average - Share Price represents average price between $63.99 and $64.83

Read SEC document
September 12, 2018 Filed Sep 14, 2018 17:57 UTC HYSTER-YALE, INC. HY · Entity 5370 PurchaseClass A Common Stock 1 $63.07 $63.07
Disclosure

SEC source: 0001127602-18-027573 · form4.xml · nonDerivative · entry 1

David BH Williams, Trustee UAD The Margo Janison Victoire Williams 2004 Trust · CIK 0001558776 · 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: 139

F1 · shares: Shares purchased pursuant to 10b5-1 plan

F2 · price: 2018-Sept-12-Weighted Average - Share Price represents average price between $62.94 and $63.31.

Read SEC document
September 11, 2018 Filed Sep 12, 2018 19:31 UTC HYSTER-YALE, INC. HY · Entity 5370 PurchaseClass A Common Stock 1 $63.70 $63.70
Disclosure

SEC source: 0001127602-18-027438 · form4.xml · nonDerivative · entry 2

David BH Williams, Trustee UAD The Margo Janison Victoire Williams 2004 Trust · CIK 0001558776 · 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: 138

F1 · shares: Shares purchased pursuant to 10b5-1 plan

F3 · price: 2018-Sept-11-Weighted Average - Share Price represents average price between $63.46 and $63.99.

Read SEC document
September 10, 2018 Filed Sep 12, 2018 19:31 UTC HYSTER-YALE, INC. HY · Entity 5370 PurchaseClass A Common Stock 1 $64.34 $64.34
Disclosure

SEC source: 0001127602-18-027438 · form4.xml · nonDerivative · entry 1

David BH Williams, Trustee UAD The Margo Janison Victoire Williams 2004 Trust · CIK 0001558776 · 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: 137

F1 · shares: Shares purchased pursuant to 10b5-1 plan

F2 · price: 2018-Sept-10-Weighted Average - Share Price represents average price between $64.07 and $64.46.

Read SEC document
September 07, 2018 Filed Sep 10, 2018 15:58 UTC HYSTER-YALE, INC. HY · Entity 5370 PurchaseClass A Common Stock 1 $62.34 $62.34
Disclosure

SEC source: 0001127602-18-027170 · form4.xml · nonDerivative · entry 2

David BH Williams, Trustee UAD The Margo Janison Victoire Williams 2004 Trust · CIK 0001558776 · 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: 136

F1 · shares: Shares purchased pursuant to 10b5-1 plan

F3 · price: 2018-Sept-7- Weighted Average- Share Price represents average price between $61.86 and $62.49.

Read SEC document
September 06, 2018 Filed Sep 10, 2018 15:58 UTC HYSTER-YALE, INC. HY · Entity 5370 PurchaseClass A Common Stock 2 $62.34 $124.68
Disclosure

SEC source: 0001127602-18-027170 · form4.xml · nonDerivative · entry 1

David BH Williams, Trustee UAD The Margo Janison Victoire Williams 2004 Trust · CIK 0001558776 · 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: 135

F1 · shares: Shares purchased pursuant to 10b5-1 plan

F2 · price: 2018-Sept-6- Weighted Average- Share Price represents average price between $61.595 and $62.49.

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.