organization · Reporting owner
David BH Williams, Trustee UAD The Margo Janison Victoire 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 | 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 interest in shares held by Rankin Associates VI held in trust | 792 |
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 158 · Balance 792 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 | Direct | 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 | 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. | 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 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 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
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. | 9,952 |
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 9,952 F1: N/A |
| Class A Common StockSEC Table I · non-derivative | Direct | 3,927 |
Reported balance
Holding disclosure · report date 2023-12-08 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 3,927 |
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 |
|---|---|---|---|---|---|---|
| September 05, 2018 Filed Sep 7, 2018 18:30 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 1 | $62.12 | $62.12 |
DisclosureSEC source: 0001127602-18-027076 · 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: 133 F1 · shares: Shares purchased pursuant to 10b5-1 plan F2 · price: 2018-Sept-5- Block 2 Weighted Average- Share Price represents average price between $61.90 and $62.48. Read SEC document |
| September 04, 2018 Filed Sep 6, 2018 20:48 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 2 | $61.46 | $122.92 |
DisclosureSEC source: 0001127602-18-026915 · 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: 132 F1 · shares: Shares purchased pursuant to 10(b)5 plan F2 · price: 2018-Sept-4- Block 2 Weighted Average- Share Price represents average price between $61.12 and $61.99. Read SEC document |
| December 19, 2017 Filed Feb 13, 2018 16:03 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 130 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-005343 · form5.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: 130 Read SEC document |
| December 14, 2017 Filed Feb 13, 2018 16:03 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass B Common Stock · Derivative | 163 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-005343 · form5.xml · derivative · entry 6 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 interests in shares held by Rankin Associates II. Disclosed balance after: 8,365 Underlying: Class A Common Stock · 163 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 16:03 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass B Common Stock · Derivative | 283 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-005343 · form5.xml · derivative · 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 partnership interest shares held by AMR Associates LP 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 16:03 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 163 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-005343 · form5.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 · Reporting Person?s trust?s proportionate interests in shares held by Rankin Associates II. Disclosed balance after: 8,365 Read SEC document |
| December 14, 2017 Filed Feb 13, 2018 16:03 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 243 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-005343 · 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 partnership interest shares held by AMR Associates LP Disclosed balance after: 243 Read SEC document |
| December 14, 2017 Filed Feb 14, 2018 18:12 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GiftClass A Common Stock | 163 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-005954 · 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: 8,365 F1 · price: N/A Read SEC document |
| December 14, 2017 Filed Feb 14, 2018 16:59 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass B Common Stock · Derivative | 163 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-005824 · form5.xml · derivative · 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 · Reporting Person's trust's proportionate LP interest in shares held by Rankin Associates II, L.P. Disclosed balance after: 8,365 Underlying: Class A Common Stock · 163 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 14, 2017 Filed Feb 14, 2018 16:59 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass A Common Stock | 163 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-005824 · 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: 8,365 F1 · price: N/A Read SEC document |
| December 14, 2017 Filed Sep 10, 2018 13:48 UTC Amendment | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass B Common Stock · Derivative | 326 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-027135 · form5a.xml · derivative · 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 partnership interest shares held by AMR Associates LP Disclosed balance after: 326 Underlying: Class A Common Stock · 326 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 Sep 10, 2018 13:48 UTC Amendment | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 279 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-027135 · form5a.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 partnership interest shares held by AMR Associates LP Disclosed balance after: 279 Read SEC document |
| December 22, 2016 Filed Feb 13, 2017 21:20 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass B Common Stock · Derivative | 199 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005409 · form5.xml · derivative · 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 · Reporting Person?s trust?s proportionate interests in shares held by Rankin Associates II. Disclosed balance after: 8,202 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 21:20 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass B Common Stock · Derivative | 199 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005409 · form5.xml · derivative · 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 · Reporting Person?s trust?s proportionate interests in shares held by Rankin Associates II. Disclosed balance after: 8,202 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 21:20 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 199 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005409 · form5.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 · Reporting Person?s trust?s proportionate interests in shares held by Rankin Associates II. Disclosed balance after: 8,202 Read SEC document |
| December 22, 2016 Filed Feb 13, 2017 21:20 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 199 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005409 · 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 interests in shares held by Rankin Associates II. Disclosed balance after: 8,202 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.