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person · Reporting owner

RANKIN CLAIBORNE R JR

Disclosed activity across 3 companies

Tapewire entity
42352
SEC CIK
0001247953

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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 31, 2025February 17, 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Class B Common StockSEC Table II · derivative / convertible securityIndirectProportionate interest in shares held by Rankin Associates V432 Reported balance After 2026-05-29 transaction · row 10 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 10 · 2026-05-29 · Gift · Acquired 52 · Balance 432

F1: N/A

Class B Common StockSEC Table II · derivative / convertible securityIndirectReporting Person?s trust?s proportionate interests in shares held by Rankin Associates VI340 Reported balance After 2026-05-29 transaction · row 11 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 11 · 2026-05-29 · Gift · Acquired 98 · Balance 340

F1: N/A

Class A Common StockSEC Table I · non-derivativeIndirectHeld by a trust for the benefit of Reporting Person16,193 Reported balance Holding disclosure · report date 2026-05-29 · row 1 Holding and transaction disclosures are not merged.
1 source row

Row 1 · Balance 16,193

Class B Common StockSEC Table II · derivative / convertible securityIndirectChild's proportionate limited partnership interest in shares held by RA II LP3,500 Reported balance Holding disclosure · report date 2026-05-29 · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · Balance 3,500

F1: N/A

Class B Common StockSEC Table II · derivative / convertible securityIndirectChild's proportionate interests held in shares in Rankin Associates V461 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 461

F1: N/A

F2: Reporting Person disclaims beneficial ownership of all such shares.

Class B Common StockSEC Table II · derivative / convertible securityIndirectChild's proportionate interest in shares held by Rankin Associates VI633 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 633

F1: N/A

F2: Reporting Person disclaims beneficial ownership of all such shares.

Class B Common StockSEC Table II · derivative / convertible securityIndirectReporting Person?s trust?s proportionate interests in shares held by Rankin Associates II.22,423 Reported balance Holding disclosure · report date 2026-05-29 · row 5 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 5 · Balance 22,423

F1: N/A

Class B Common StockSEC Table II · derivative / convertible securityIndirectSpouse's proportionate interests held in shares in Rankin Associates V377 Reported balance Holding disclosure · report date 2026-05-29 · row 6 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 6 · Balance 377

F1: N/A

F2: Reporting Person disclaims beneficial ownership of all such shares.

Class B Common StockSEC Table II · derivative / convertible securityIndirectSpouse's proportionate interest in shares held by Rankin Associates VI341 Reported balance Holding disclosure · report date 2026-05-29 · row 7 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 7 · Balance 341

F1: N/A

F2: Reporting Person disclaims beneficial ownership of all such shares.

Class B Common StockSEC Table II · derivative / convertible securityIndirectChild's proportionate interest in shares held by Rankin Associates II1,576 Reported balance Holding disclosure · report date 2026-05-29 · row 8 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 8 · Balance 1,576

F1: N/A

F2: Reporting Person disclaims beneficial ownership of all such shares.

Class B Common StockSEC Table II · derivative / convertible securityIndirectChild's proportionate interest in shares held by Rankin Associates V2,117 Reported balance Holding disclosure · report date 2026-05-29 · row 9 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 9 · Balance 2,117

F1: N/A

F2: Reporting Person disclaims beneficial ownership of all such shares.

Filing footnotes · ownership attribution and instrument terms

F1: N/A

F2: Reporting Person disclaims beneficial ownership of all such shares.

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 interest in shares of RA HBB, L.P. held by a Trust fbo Reporting Person29,713 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 2,515 · Balance 29,713

F1: N/A

Class B Common StockSEC Table II · derivative / convertible securityIndirectProportionate interest in shares of RA HBB, L.P. held by a Trust fbo Reporting Person28,542 Reported balance After 2026-05-29 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2026-05-29 · Gift · Disposed 1,171 · Balance 28,542

F1: N/A

Class B Common StockSEC Table II · derivative / convertible securityIndirectProportionate LP interest of RA HBB, L.P. held by a Trust for the benefit of child7,846 Reported balance After 2026-05-29 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 3 · 2026-05-29 · Gift · Acquired 1,976 · Balance 7,846

F1: N/A

F2: Reporting Person disclaims beneficial ownership of all such shares.

Class B Common StockSEC Table II · derivative / convertible securityIndirectProportionate LP interest of RA HBB, L.P. held by a Trust for the benefit of child7,869 Reported balance After 2026-05-29 transaction · row 4 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 4 · 2026-05-29 · Gift · Acquired 1,975 · Balance 7,869

F1: N/A

F2: Reporting Person disclaims beneficial ownership of all such shares.

Filing footnotes · ownership attribution and instrument terms

F1: N/A

F2: Reporting Person disclaims beneficial ownership of all such shares.

NACCO INDUSTRIES INC

Report date December 31, 2025 · Filed February 17, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A Common StockSEC Table I · non-derivativeIndirectBy Trust8,721 Reported balance After 2025-04-14 transaction · row 1 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 1 · 2025-04-14 · Other · Acquired 2,661 · Balance 8,721

F1: Held through a trust for the benefit of Reporting Person.

Class A Common StockSEC Table I · non-derivativeIndirectBy Assoc II/Son1,750 Reported balance Holding disclosure · report date 2025-12-31 · row 2 Holding and transaction disclosures are not merged.
1 source row

Row 2 · Balance 1,750

F2: Represents the Reporting Person's son's proportionate limited partnership interests in shares held by Rankin Associates II, L.P., which is held in a trust for the benefit of the son. Reporting Person is the trustee of the trust. Reporting Person disclaims beneficial ownership of all such shares.

Class A Common StockSEC Table I · non-derivativeIndirectBy Assoc II11,210 Reported balance Holding disclosure · report date 2025-12-31 · row 3 Holding and transaction disclosures are not merged.
1 source row

Row 3 · Balance 11,210

F3: Represents the Reporting Person's proportionate limited partnership interests in shares held by Rankin Associates II, L.P.

Class A Common StockSEC Table I · non-derivativeIndirectBy Assoc II/Daughter788 Reported balance Holding disclosure · report date 2025-12-31 · row 4 Holding and transaction disclosures are not merged.
1 source row

Row 4 · Balance 788

F4: Represents the Reporting Person's daughter's proportionate limited partnership interests in shares held by Rankin Associates II, L.P., which is held in a trust for the benefit of the daughter. Reporting Person is the trustee of the trust. Reporting Person disclaims beneficial ownership of all such shares.

Filing footnotes · ownership attribution and instrument terms

F1: Held through a trust for the benefit of Reporting Person.

F2: Represents the Reporting Person's son's proportionate limited partnership interests in shares held by Rankin Associates II, L.P., which is held in a trust for the benefit of the son. Reporting Person is the trustee of the trust. Reporting Person disclaims beneficial ownership of all such shares.

F3: Represents the Reporting Person's proportionate limited partnership interests in shares held by Rankin Associates II, L.P.

F4: Represents the Reporting Person's daughter's proportionate limited partnership interests in shares held by Rankin Associates II, L.P., which is held in a trust for the benefit of the daughter. Reporting Person is the trustee of the trust. Reporting Person disclaims beneficial ownership of all such shares.

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
December 13, 2022 Filed Feb 14, 2023 22:45 UTC Hamilton Beach Brands Holding Co HBB · Entity 5625 GiftClass B Common Stock · Derivative 184 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-005197 · form5.xml · derivative · entry 6

RANKIN CLAIBORNE R JR · CIK 0001247953 · 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: 22,399

Underlying: Class A Common Stock · 184 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 13, 2022 Filed Feb 14, 2023 22:45 UTC Hamilton Beach Brands Holding Co HBB · Entity 5625 GiftClass B Common Stock · Derivative 184 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-005197 · form5.xml · derivative · entry 5

RANKIN CLAIBORNE R JR · CIK 0001247953 · 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: 22,399

Underlying: Class A Common Stock · 184 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 13, 2022 Filed Feb 14, 2023 22:45 UTC Hamilton Beach Brands Holding Co HBB · Entity 5625 GiftClass B Common Stock · Derivative 461 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-005197 · form5.xml · derivative · entry 4

RANKIN CLAIBORNE R JR · CIK 0001247953 · Member of a Group

10b5-1 filing: Not disclosed

Ownership: Indirect · Child's proportionate limited partnership interest in shares held by Rankin Associates II, L.P.

Disclosed balance after: 645

Underlying: Class A Common Stock · 461 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 13, 2022 Filed Feb 14, 2023 22:45 UTC Hamilton Beach Brands Holding Co HBB · Entity 5625 GiftClass B Common Stock · Derivative 368 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-005197 · form5.xml · derivative · entry 3

RANKIN CLAIBORNE R JR · CIK 0001247953 · Member of a Group

10b5-1 filing: Not disclosed

Ownership: Indirect · Child's proportionate limited partnership interest in shares held by Rankin Associates II, L.P.

Disclosed balance after: 3,034

Underlying: Class A Common Stock · 368 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

F2 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares.

Read SEC document
December 13, 2022 Filed Feb 14, 2023 22:45 UTC Hamilton Beach Brands Holding Co HBB · Entity 5625 GiftClass B Common Stock · Derivative 369 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-005197 · form5.xml · derivative · entry 2

RANKIN CLAIBORNE R JR · CIK 0001247953 · 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: 22,399

Underlying: Class A Common Stock · 369 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
June 03, 2022 Filed Jun 6, 2022 15:14 UTC Hamilton Beach Brands Holding Co HBB · Entity 5625 OtherClass B Common Stock · Derivative 1,241 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-22-016812 · form4.xml · derivative · entry 6

RANKIN CLAIBORNE R JR · CIK 0001247953 · Member of a Group

10b5-1 filing: Not disclosed

Ownership: Indirect · Child's proportionate limited partnership interest in shares held by Rankin Associates II, L.P.

Disclosed balance after: 2,482

Underlying: Class A Common Stock · 1,241 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

F4 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares.

Read SEC document
June 03, 2022 Filed Jun 6, 2022 15:14 UTC Hamilton Beach Brands Holding Co HBB · Entity 5625 OtherClass B Common Stock · Derivative 11,199 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-22-016812 · form4.xml · derivative · entry 5

RANKIN CLAIBORNE R JR · CIK 0001247953 · 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: 22,398

Underlying: Class A Common Stock · 11,199 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 15:14 UTC Hamilton Beach Brands Holding Co HBB · Entity 5625 OtherClass B Common Stock · Derivative 5,640 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-22-016812 · form4.xml · derivative · entry 4

RANKIN CLAIBORNE R JR · CIK 0001247953 · Member of a Group

10b5-1 filing: Not disclosed

Ownership: Indirect · Held in Trust for the benefit of Reporting Person

Disclosed balance after: 0

Underlying: Class A Common Stock · 5,640 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 15:14 UTC Hamilton Beach Brands Holding Co HBB · Entity 5625 OtherClass A Common Stock 1,241 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-22-016812 · form4.xml · nonDerivative · entry 3

RANKIN CLAIBORNE R JR · CIK 0001247953 · Member of a Group

10b5-1 filing: Not disclosed

Ownership: Indirect · Child's 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

F4 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares.

Read SEC document
June 03, 2022 Filed Jun 6, 2022 15:14 UTC Hamilton Beach Brands Holding Co HBB · Entity 5625 OtherClass A Common Stock 11,199 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-22-016812 · form4.xml · nonDerivative · entry 2

RANKIN CLAIBORNE R JR · CIK 0001247953 · 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 15:14 UTC Hamilton Beach Brands Holding Co HBB · Entity 5625 OtherClass A Common Stock 5,640 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-22-016812 · form4.xml · nonDerivative · entry 1

RANKIN CLAIBORNE R JR · CIK 0001247953 · Member of a Group

10b5-1 filing: Not disclosed

Ownership: Indirect · Held in Trust for the benefit of Reporting Person

Disclosed balance after: 12,255

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 Jan 20, 2022 12:04 UTC Hamilton Beach Brands Holding Co HBB · Entity 5625 GiftClass A Common Stock 975 $0.00 $0.00
Disclosure

SEC source: 0001127602-22-001602 · form5.xml · nonDerivative · entry 1

RANKIN CLAIBORNE R JR · CIK 0001247953 · Member of a Group

10b5-1 filing: Not disclosed

Ownership: Indirect · Held in Trust for the benefit of Reporting Person

Disclosed balance after: 6,615

F1 · price: N/A

Read SEC document
December 15, 2021 Filed Dec 17, 2021 18:32 UTC HYSTER-YALE, INC. HY · Entity 5370 OtherClass B Common Stock · Derivative 242 $0.00 $0.00
Disclosure

SEC source: 0001127602-21-031266 · form4.xml · derivative · entry 20

RANKIN CLAIBORNE R JR · CIK 0001247953 · Member of a Group

10b5-1 filing: Not disclosed

Ownership: Indirect · Reporting Person?s trust?s proportionate interests in shares held by Rankin Associates VI

Disclosed balance after: 242

Underlying: Class A Common Stock · 242 shares

Expires not disclosed

F4 · 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.

F4 · derivative.exercise_date: N/A

F4 · derivative.expiration_date: N/A

Read SEC document
December 15, 2021 Filed Dec 17, 2021 18:32 UTC HYSTER-YALE, INC. HY · Entity 5370 OtherClass B Common Stock · Derivative 341 $0.00 $0.00
Disclosure

SEC source: 0001127602-21-031266 · form4.xml · derivative · entry 19

RANKIN CLAIBORNE R JR · CIK 0001247953 · Member of a Group

10b5-1 filing: Not disclosed

Ownership: Indirect · Spouse's proportionate interest in shares held by Rankin Associates VI

Disclosed balance after: 341

Underlying: Class A Common Stock · 341 shares

Expires not disclosed

F4 · 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.

F4 · derivative.exercise_date: N/A

F4 · derivative.expiration_date: N/A

F3 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares.

Read SEC document
December 15, 2021 Filed Dec 17, 2021 18:32 UTC HYSTER-YALE, INC. HY · Entity 5370 OtherClass B Common Stock · Derivative 377 $0.00 $0.00
Disclosure

SEC source: 0001127602-21-031266 · form4.xml · derivative · entry 18

RANKIN CLAIBORNE R JR · CIK 0001247953 · Member of a Group

10b5-1 filing: Not disclosed

Ownership: Indirect · Spouse's proportionate interests held in shares in Rankin Associates V

Disclosed balance after: 377

Underlying: Class A Common Stock · 377 shares

Expires not disclosed

F4 · 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.

F4 · derivative.exercise_date: N/A

F4 · derivative.expiration_date: N/A

F3 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares.

Read SEC document
December 15, 2021 Filed Dec 17, 2021 18:32 UTC HYSTER-YALE, INC. HY · Entity 5370 OtherClass B Common Stock · Derivative 380 $0.00 $0.00
Disclosure

SEC source: 0001127602-21-031266 · form4.xml · derivative · entry 17

RANKIN CLAIBORNE R JR · CIK 0001247953 · Member of a Group

10b5-1 filing: Not disclosed

Ownership: Indirect · Proportionate interest in shares held by Rankin Associates V

Disclosed balance after: 380

Underlying: Class A Common Stock · 380 shares

Expires not disclosed

F4 · 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.

F4 · derivative.exercise_date: N/A

F4 · derivative.expiration_date: N/A

Read SEC document
December 15, 2021 Filed Dec 17, 2021 18:32 UTC HYSTER-YALE, INC. HY · Entity 5370 OtherClass B Common Stock · Derivative 461 $0.00 $0.00
Disclosure

SEC source: 0001127602-21-031266 · form4.xml · derivative · entry 16

RANKIN CLAIBORNE R JR · CIK 0001247953 · Member of a Group

10b5-1 filing: Not disclosed

Ownership: Indirect · Child's proportionate interests held in shares in Rankin Associates V

Disclosed balance after: 461

Underlying: Class A Common Stock · 461 shares

Expires not disclosed

F4 · 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.

F4 · derivative.exercise_date: N/A

F4 · derivative.expiration_date: N/A

F3 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares.

Read SEC document
December 15, 2021 Filed Dec 17, 2021 18:32 UTC HYSTER-YALE, INC. HY · Entity 5370 OtherClass B Common Stock · Derivative 633 $0.00 $0.00
Disclosure

SEC source: 0001127602-21-031266 · form4.xml · derivative · entry 15

RANKIN CLAIBORNE R JR · CIK 0001247953 · Member of a Group

10b5-1 filing: Not disclosed

Ownership: Indirect · Child's proportionate interest in shares held by Rankin Associates VI

Disclosed balance after: 633

Underlying: Class A Common Stock · 633 shares

Expires not disclosed

F4 · 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.

F4 · derivative.exercise_date: N/A

F4 · derivative.expiration_date: N/A

F3 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares.

Read SEC document
December 15, 2021 Filed Dec 17, 2021 18:32 UTC HYSTER-YALE, INC. HY · Entity 5370 OtherClass B Common Stock · Derivative 1,241 $0.00 $0.00
Disclosure

SEC source: 0001127602-21-031266 · form4.xml · derivative · entry 14

RANKIN CLAIBORNE R JR · CIK 0001247953 · Member of a Group

10b5-1 filing: Not disclosed

Ownership: Indirect · Child's proportionate limited partnership interest in shares held by RA II LP

Disclosed balance after: 2,482

Underlying: Class A Common Stock · 1,241 shares

Expires not disclosed

F4 · 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.

F4 · derivative.exercise_date: N/A

F4 · derivative.expiration_date: N/A

Read SEC document
December 15, 2021 Filed Dec 17, 2021 18:32 UTC HYSTER-YALE, INC. HY · Entity 5370 OtherClass B Common Stock · Derivative 2,117 $0.00 $0.00
Disclosure

SEC source: 0001127602-21-031266 · form4.xml · derivative · entry 13

RANKIN CLAIBORNE R JR · CIK 0001247953 · Member of a Group

10b5-1 filing: Not disclosed

Ownership: Indirect · Child's proportionate interest in shares held by Rankin Associates V

Disclosed balance after: 2,117

Underlying: Class A Common Stock · 2,117 shares

Expires not disclosed

F4 · 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.

F4 · derivative.exercise_date: N/A

F4 · derivative.expiration_date: N/A

F3 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares.

Read SEC document
December 15, 2021 Filed Dec 17, 2021 18:32 UTC HYSTER-YALE, INC. HY · Entity 5370 OtherClass B Common Stock · Derivative 10,027 $0.00 $0.00
Disclosure

SEC source: 0001127602-21-031266 · form4.xml · derivative · entry 12

RANKIN CLAIBORNE R JR · CIK 0001247953 · Member of a Group

10b5-1 filing: Not disclosed

Ownership: Indirect · Held by a trust for the benefit of Reporting Person

Disclosed balance after: 0

Underlying: Class A Common Stock · 10,027 shares

Expires not disclosed

F4 · 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.

F4 · derivative.exercise_date: N/A

F4 · derivative.expiration_date: N/A

Read SEC document
December 15, 2021 Filed Dec 17, 2021 18:32 UTC HYSTER-YALE, INC. HY · Entity 5370 OtherClass B Common Stock · Derivative 11,199 $0.00 $0.00
Disclosure

SEC source: 0001127602-21-031266 · form4.xml · derivative · entry 11

RANKIN CLAIBORNE R JR · CIK 0001247953 · 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: 22,398

Underlying: Class A Common Stock · 11,199 shares

Expires not disclosed

F4 · 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.

F4 · derivative.exercise_date: N/A

F4 · derivative.expiration_date: N/A

Read SEC document
December 15, 2021 Filed Dec 17, 2021 18:32 UTC HYSTER-YALE, INC. HY · Entity 5370 OtherClass A Common Stock 242 $0.00 $0.00
Disclosure

SEC source: 0001127602-21-031266 · form4.xml · nonDerivative · entry 10

RANKIN CLAIBORNE R JR · CIK 0001247953 · Member of a Group

10b5-1 filing: Not disclosed

Ownership: Indirect · Reporting Person?s trust?s proportionate interests 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 18:32 UTC HYSTER-YALE, INC. HY · Entity 5370 OtherClass A Common Stock 341 $0.00 $0.00
Disclosure

SEC source: 0001127602-21-031266 · form4.xml · nonDerivative · entry 9

RANKIN CLAIBORNE R JR · CIK 0001247953 · Member of a Group

10b5-1 filing: Not disclosed

Ownership: Indirect · Spouse's 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.

F3 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares.

Read SEC document
December 15, 2021 Filed Dec 17, 2021 18:32 UTC HYSTER-YALE, INC. HY · Entity 5370 OtherClass A Common Stock 377 $0.00 $0.00
Disclosure

SEC source: 0001127602-21-031266 · form4.xml · nonDerivative · entry 8

RANKIN CLAIBORNE R JR · CIK 0001247953 · Member of a Group

10b5-1 filing: Not disclosed

Ownership: Indirect · Spouse's 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.

F3 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares.

Read SEC document
December 15, 2021 Filed Dec 17, 2021 18:32 UTC HYSTER-YALE, INC. HY · Entity 5370 OtherClass A Common Stock 380 $0.00 $0.00
Disclosure

SEC source: 0001127602-21-031266 · form4.xml · nonDerivative · entry 7

RANKIN CLAIBORNE R JR · CIK 0001247953 · Member of a Group

10b5-1 filing: Not disclosed

Ownership: Indirect · Proportionate interest in shares held by 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 18:32 UTC HYSTER-YALE, INC. HY · Entity 5370 OtherClass A Common Stock 461 $0.00 $0.00
Disclosure

SEC source: 0001127602-21-031266 · form4.xml · nonDerivative · entry 6

RANKIN CLAIBORNE R JR · CIK 0001247953 · Member of a Group

10b5-1 filing: Not disclosed

Ownership: Indirect · Child's 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.

F3 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares.

Read SEC document
December 15, 2021 Filed Dec 17, 2021 18:32 UTC HYSTER-YALE, INC. HY · Entity 5370 OtherClass A Common Stock 633 $0.00 $0.00
Disclosure

SEC source: 0001127602-21-031266 · form4.xml · nonDerivative · entry 5

RANKIN CLAIBORNE R JR · CIK 0001247953 · Member of a Group

10b5-1 filing: Not disclosed

Ownership: Indirect · Child's 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.

F3 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares.

Read SEC document
December 15, 2021 Filed Dec 17, 2021 18:32 UTC HYSTER-YALE, INC. HY · Entity 5370 OtherClass A Common Stock 1,241 $0.00 $0.00
Disclosure

SEC source: 0001127602-21-031266 · form4.xml · nonDerivative · entry 4

RANKIN CLAIBORNE R JR · CIK 0001247953 · Member of a Group

10b5-1 filing: Not disclosed

Ownership: Indirect · Child's proportionate limited partnership interest in shares held by RA II LP

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 18:32 UTC HYSTER-YALE, INC. HY · Entity 5370 OtherClass A Common Stock 2,117 $0.00 $0.00
Disclosure

SEC source: 0001127602-21-031266 · form4.xml · nonDerivative · entry 3

RANKIN CLAIBORNE R JR · CIK 0001247953 · Member of a Group

10b5-1 filing: Not disclosed

Ownership: Indirect · Child's proportionate interest in shares held by 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.

F3 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares.

Read SEC document
December 15, 2021 Filed Dec 17, 2021 18:32 UTC HYSTER-YALE, INC. HY · Entity 5370 OtherClass A Common Stock 10,027 $0.00 $0.00
Disclosure

SEC source: 0001127602-21-031266 · form4.xml · nonDerivative · entry 2

RANKIN CLAIBORNE R JR · CIK 0001247953 · Member of a Group

10b5-1 filing: Not disclosed

Ownership: Indirect · Held by a trust for the benefit of Reporting Person

Disclosed balance after: 10,796

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 18:32 UTC HYSTER-YALE, INC. HY · Entity 5370 OtherClass A Common Stock 11,199 $0.00 $0.00
Disclosure

SEC source: 0001127602-21-031266 · form4.xml · nonDerivative · entry 1

RANKIN CLAIBORNE R JR · CIK 0001247953 · 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 19:02 UTC Hamilton Beach Brands Holding Co HBB · Entity 5625 GiftClass B Common Stock · Derivative 207 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-20-013805 · form4.xml · derivative · entry 13

RANKIN CLAIBORNE R JR · CIK 0001247953 · Member of a Group

10b5-1 filing: Not disclosed

Ownership: Indirect · Child's proportionate limited partnership interest in shares held by Rankin Associates II, L.P.

Disclosed balance after: 1,241

Underlying: Class A Common Stock · 207 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

F2 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares.

Read SEC document
March 25, 2020 Filed Apr 16, 2020 19:02 UTC Hamilton Beach Brands Holding Co HBB · Entity 5625 GiftClass B Common Stock · Derivative 207 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-20-013805 · form4.xml · derivative · entry 12

RANKIN CLAIBORNE R JR · CIK 0001247953 · 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: 11,199

Underlying: Class A Common Stock · 207 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 19:02 UTC Hamilton Beach Brands Holding Co HBB · Entity 5625 GiftClass B Common Stock · Derivative 208 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-20-013805 · form4.xml · derivative · entry 11

RANKIN CLAIBORNE R JR · CIK 0001247953 · 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: 10,992

Underlying: Class A Common Stock · 208 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 19:02 UTC Hamilton Beach Brands Holding Co HBB · Entity 5625 GiftClass B Common Stock · Derivative 69 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-20-013805 · form4.xml · derivative · entry 10

RANKIN CLAIBORNE R JR · CIK 0001247953 · Member of a Group

10b5-1 filing: Not disclosed

Ownership: Indirect · Child's proportionate limited partnership interest in shares held by Rankin Associates II, L.P.

Disclosed balance after: 1,034

Underlying: Class A Common Stock · 69 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

F2 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares.

Read SEC document
March 25, 2020 Filed Apr 16, 2020 19:02 UTC Hamilton Beach Brands Holding Co HBB · Entity 5625 GiftClass B Common Stock · Derivative 111 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-20-013805 · form4.xml · derivative · entry 9

RANKIN CLAIBORNE R JR · CIK 0001247953 · Member of a Group

10b5-1 filing: Not disclosed

Ownership: Indirect · Child's proportionate limited partnership interest in shares held by Rankin Associates II, L.P.

Disclosed balance after: 965

Underlying: Class A Common Stock · 111 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

F2 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares.

Read SEC document
March 25, 2020 Filed Apr 16, 2020 19:02 UTC Hamilton Beach Brands Holding Co HBB · Entity 5625 GiftClass B Common Stock · Derivative 111 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-20-013805 · form4.xml · derivative · entry 8

RANKIN CLAIBORNE R JR · CIK 0001247953 · 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: 10,784

Underlying: Class A Common Stock · 111 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 19:02 UTC Hamilton Beach Brands Holding Co HBB · Entity 5625 GiftClass A Common Stock 207 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-20-013805 · form4.xml · nonDerivative · entry 6

RANKIN CLAIBORNE R JR · CIK 0001247953 · Member of a Group

10b5-1 filing: Not disclosed

Ownership: Indirect · Child's proportionate limited partnership interest in shares held by Rankin Associates II, L.P.

Disclosed balance after: 1,241

F1 · price: N/A

F2 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares.

Read SEC document
March 25, 2020 Filed Apr 16, 2020 19:02 UTC Hamilton Beach Brands Holding Co HBB · Entity 5625 GiftClass A Common Stock 207 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-20-013805 · form4.xml · nonDerivative · entry 5

RANKIN CLAIBORNE R JR · CIK 0001247953 · 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: 11,199

F1 · price: N/A

Read SEC document
March 25, 2020 Filed Apr 16, 2020 19:02 UTC Hamilton Beach Brands Holding Co HBB · Entity 5625 GiftClass A Common Stock 208 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-20-013805 · form4.xml · nonDerivative · entry 4

RANKIN CLAIBORNE R JR · CIK 0001247953 · 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: 10,992

F1 · price: N/A

Read SEC document
March 25, 2020 Filed Apr 16, 2020 19:02 UTC Hamilton Beach Brands Holding Co HBB · Entity 5625 GiftClass A Common Stock 69 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-20-013805 · form4.xml · nonDerivative · entry 3

RANKIN CLAIBORNE R JR · CIK 0001247953 · Member of a Group

10b5-1 filing: Not disclosed

Ownership: Indirect · Child's proportionate limited partnership interest in shares held by Rankin Associates II, L.P.

Disclosed balance after: 1,034

F1 · price: N/A

F2 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares.

Read SEC document
March 25, 2020 Filed Apr 16, 2020 19:02 UTC Hamilton Beach Brands Holding Co HBB · Entity 5625 GiftClass A Common Stock 111 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-20-013805 · form4.xml · nonDerivative · entry 2

RANKIN CLAIBORNE R JR · CIK 0001247953 · Member of a Group

10b5-1 filing: Not disclosed

Ownership: Indirect · Child's proportionate limited partnership interest in shares held by Rankin Associates II, L.P.

Disclosed balance after: 965

F1 · price: N/A

F2 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares.

Read SEC document
March 25, 2020 Filed Apr 16, 2020 19:02 UTC Hamilton Beach Brands Holding Co HBB · Entity 5625 GiftClass A Common Stock 111 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-20-013805 · form4.xml · nonDerivative · entry 1

RANKIN CLAIBORNE R JR · CIK 0001247953 · 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: 10,784

F1 · price: N/A

Read SEC document
March 25, 2020 Filed Jun 26, 2020 15:57 UTC HYSTER-YALE, INC. HY · Entity 5370 GiftClass B Common Stock · Derivative 208 $0.00 $0.00
Disclosure

SEC source: 0001127602-20-020417 · form4.xml · derivative · entry 23

RANKIN CLAIBORNE R JR · CIK 0001247953 · 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: 11,199

Underlying: Class A Common Stock · 208 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 15:57 UTC HYSTER-YALE, INC. HY · Entity 5370 GiftClass B Common Stock · Derivative 111 $0.00 $0.00
Disclosure

SEC source: 0001127602-20-020417 · form4.xml · derivative · entry 22

RANKIN CLAIBORNE R JR · CIK 0001247953 · Member of a Group

10b5-1 filing: Not disclosed

Ownership: Indirect · Child's proportionate limited partnership interest in shares held by RA II LP

Disclosed balance after: 1,241

Underlying: Class A Common Stock · 111 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 15:57 UTC HYSTER-YALE, INC. HY · Entity 5370 GiftClass B Common Stock · Derivative 111 $0.00 $0.00
Disclosure

SEC source: 0001127602-20-020417 · form4.xml · derivative · entry 21

RANKIN CLAIBORNE R JR · CIK 0001247953 · 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: 10,991

Underlying: Class A Common Stock · 111 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 15:57 UTC HYSTER-YALE, INC. HY · Entity 5370 GiftClass B Common Stock · Derivative 69 $0.00 $0.00
Disclosure

SEC source: 0001127602-20-020417 · form4.xml · derivative · entry 20

RANKIN CLAIBORNE R JR · CIK 0001247953 · Member of a Group

10b5-1 filing: Not disclosed

Ownership: Indirect · Child's proportionate limited partnership interest in shares held by RA II LP

Disclosed balance after: 1,130

Underlying: Class A Common Stock · 69 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 15:57 UTC HYSTER-YALE, INC. HY · Entity 5370 GiftClass B Common Stock · Derivative 207 $0.00 $0.00
Disclosure

SEC source: 0001127602-20-020417 · form4.xml · derivative · entry 19

RANKIN CLAIBORNE R JR · CIK 0001247953 · Member of a Group

10b5-1 filing: Not disclosed

Ownership: Indirect · Child's proportionate limited partnership interest in shares held by RA II LP

Disclosed balance after: 1,061

Underlying: Class A Common Stock · 207 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 15:57 UTC HYSTER-YALE, INC. HY · Entity 5370 GiftClass B Common Stock · Derivative 207 $0.00 $0.00
Disclosure

SEC source: 0001127602-20-020417 · form4.xml · derivative · entry 18

RANKIN CLAIBORNE R JR · CIK 0001247953 · 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: 11,102

Underlying: Class A Common Stock · 207 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

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.