Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HYSTER-YALE, INC.HY · Entity 5370 | Member of a Group | May 29, 2026 | June 01, 2026 |
| Hamilton Beach Brands Holding CoHBB · Entity 5625 | Member of a Group | May 29, 2026 | June 02, 2026 |
| NACCO INDUSTRIES INCNC · Entity 5896 | Member of a group | December 06, 2024 | December 10, 2024 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
HYSTER-YALE, INC.
Report date May 29, 2026 · Filed June 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table II · derivative / convertible security | IndirectProportionate interest in shares held by Rankin Associates V | 1,185 |
Reported balance
After 2026-05-29 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2026-05-29 · Gift · Acquired 51 · Balance 1,185 F2: N/A |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectProportionate interest in shares held by Rankin Associates VI | 632 |
Reported balance
After 2026-05-29 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2026-05-29 · Gift · Acquired 97 · Balance 632 F2: N/A |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Spouse | 480 |
Reported balance
Holding disclosure · report date 2026-05-29 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 480 F1: Reporting Person disclaims beneficial ownership of all such shares. |
| Class A Common StockSEC Table I · non-derivative | IndirectHeld by Trust for the benefit of Reporting Person | 20,389 |
Reported balance
Holding disclosure · report date 2026-05-29 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 20,389 |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectChild's proportionate limited partnership interest in shares held by Rankin Associates II, LP | 3,342 |
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 3,342 F2: N/A F1: Reporting Person disclaims beneficial ownership of all such shares. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectChild's proportionate interests held in shares in Rankin Associates V | 461 |
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 461 F2: N/A F1: Reporting Person disclaims beneficial ownership of all such shares. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectChild's proportionate interests held in shares in Rankin Associates V | 461 |
Reported balance
Holding disclosure · report date 2026-05-29 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 461 F2: N/A F1: Reporting Person disclaims beneficial ownership of all such shares. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectChild's proportionate interest in shares held by Rankin Associates VI | 633 |
Reported balance
Holding disclosure · report date 2026-05-29 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 633 F2: N/A F1: Reporting Person disclaims beneficial ownership of all such shares. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectChild's proportionate interest in shares held by Rankin Associates VI | 633 |
Reported balance
Holding disclosure · report date 2026-05-29 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 633 F2: N/A F1: Reporting Person disclaims beneficial ownership of all such shares. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectSpouse's proportionate interests held in shares in Rankin Associates V | 377 |
Reported balance
Holding disclosure · report date 2026-05-29 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 377 F2: N/A F1: Reporting Person disclaims beneficial ownership of all such shares. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectSpouse's proportionate interest in shares held by Rankin Associates VI | 634 |
Reported balance
Holding disclosure · report date 2026-05-29 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 634 F2: N/A F1: Reporting Person disclaims beneficial ownership of all such shares. |
| Class B Common StockSEC Table II · derivative / convertible security | Indirectproportionate limited partnership interests in shares held by Rankin Associates II, L.P | 30,237 |
Reported balance
Holding disclosure · report date 2026-05-29 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 30,237 F2: N/A |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectChild's proportionate limited partnership interest in shares held by Rankin Associates II LP | 3,345 |
Reported balance
Holding disclosure · report date 2026-05-29 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 3,345 F2: N/A |
Filing footnotes · ownership attribution and instrument terms
F1: Reporting Person disclaims beneficial ownership of all such shares.
F2: 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 RA HBB, L.P. held by a Trust fbo Reporting Person | 38,622 |
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 2,515 · Balance 38,622 F1: N/A |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectProportionate LP interest in shares of RA HBB, L.P. held by a Trust fbo child | 6,947 |
Reported balance
After 2026-05-29 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-29 · Gift · Acquired 1,390 · Balance 6,947 F1: N/A F2: Reporting Person disclaims beneficial ownership of all such shares. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectProportionate LP interest in shares of RA HBB, L.P. held by a Trust fbo child | 6,789 |
Reported balance
After 2026-05-29 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-29 · Gift · Acquired 1,391 · Balance 6,789 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 06, 2024 · Filed December 10, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust | 10,819 |
Reported balance
After 2024-12-06 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2024-12-06 · Gift · Acquired 420 · Balance 10,819 F3: N/A F4: Held by Trust for the benefit of Reporting Person. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Assoc II/Daughter 1 | 1,671 |
Reported balance
Holding disclosure · report date 2024-12-06 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 1,671 F1: Represents the Reporting Person's daughter's proportionate limited partnership interest 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. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Spouse | 240 |
Reported balance
Holding disclosure · report date 2024-12-06 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 240 |
| Class A Common StockSEC Table I · non-derivative | IndirectBy RAII | 15,119 |
Reported balance
Holding disclosure · report date 2024-12-06 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 15,119 F2: 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-derivative | IndirectBy Assoc II/Daughter 2 | 1,672 |
Reported balance
Holding disclosure · report date 2024-12-06 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 1,672 F1: Represents the Reporting Person's daughter's proportionate limited partnership interest 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: Represents the Reporting Person's daughter's proportionate limited partnership interest 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.
F2: Represents the Reporting Person's proportionate limited partnership interests in shares held by Rankin Associates II, L.P.
F3: N/A
F4: Held by Trust for the benefit of Reporting Person.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| December 14, 2017 Filed Feb 14, 2018 16:28 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass A Common Stock | 163 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-005757 · form5.xml · nonDerivative · entry 3 Rankin Julia L · CIK 0001314180 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Child's proportionate interests in shares held by Rankin Associates II, L.P. Disclosed balance after: 507 F1 · price: N/A F2 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| December 14, 2017 Filed Feb 14, 2018 16:28 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass A Common Stock | 81 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-005757 · form5.xml · nonDerivative · entry 2 Rankin Julia L · CIK 0001314180 · 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: 13,793 F1 · price: N/A Read SEC document |
| December 14, 2017 Filed Feb 14, 2018 16:28 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass A Common Stock | 81 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-005757 · form5.xml · nonDerivative · entry 1 Rankin Julia L · CIK 0001314180 · 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: 13,793 F1 · price: N/A Read SEC document |
| December 22, 2016 Filed Feb 13, 2017 21:53 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass B Common Stock · Derivative | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005480 · form5.xml · derivative · entry 10 Rankin Julia L · CIK 0001314180 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · proportionate limited partnership interests in shares held by Rankin Associates II, L.P Disclosed balance after: 13,631 Underlying: Class A Common Stock · 100 shares Expires not disclosed F2 · derivative.exercise_price: N/A F2 · derivative.exercise_date: N/A F2 · derivative.expiration_date: N/A Read SEC document |
| December 22, 2016 Filed Feb 13, 2017 21:53 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass B Common Stock · Derivative | 199 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005480 · form5.xml · derivative · entry 9 Rankin Julia L · CIK 0001314180 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Child's proportionate limited partnership interest in shares held by Rankin Associates II LP Disclosed balance after: 199 Underlying: Class A Common Stock · 199 shares Expires not disclosed F2 · derivative.exercise_price: N/A F2 · derivative.exercise_date: N/A F2 · derivative.expiration_date: N/A Read SEC document |
| December 22, 2016 Filed Feb 13, 2017 21:53 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass B Common Stock · Derivative | 199 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005480 · form5.xml · derivative · entry 8 Rankin Julia L · CIK 0001314180 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Child's proportionate limited partnership interest in shares held by Rankin Associates II, LP Disclosed balance after: 344 Underlying: Class A Common Stock · 199 shares Expires not disclosed F2 · derivative.exercise_price: N/A F2 · derivative.exercise_date: N/A F2 · derivative.expiration_date: N/A F1 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| December 22, 2016 Filed Feb 13, 2017 21:53 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass B Common Stock · Derivative | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005480 · form5.xml · derivative · entry 7 Rankin Julia L · CIK 0001314180 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · proportionate limited partnership interests in shares held by Rankin Associates II, L.P Disclosed balance after: 13,631 Underlying: Class A Common Stock · 100 shares Expires not disclosed F2 · derivative.exercise_price: N/A F2 · derivative.exercise_date: N/A F2 · derivative.expiration_date: N/A Read SEC document |
| December 22, 2016 Filed Feb 13, 2017 21:53 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005480 · form5.xml · nonDerivative · entry 4 Rankin Julia L · CIK 0001314180 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · proportionate limited partnership interests in shares held by Rankin Associates II, L.P Disclosed balance after: 13,631 Read SEC document |
| December 22, 2016 Filed Feb 13, 2017 21:53 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 199 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005480 · form5.xml · nonDerivative · entry 3 Rankin Julia L · CIK 0001314180 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Child's proportionate limited partnership interest in shares held by Rankin Associates II, LP Disclosed balance after: 199 Read SEC document |
| December 22, 2016 Filed Feb 13, 2017 21:53 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 199 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005480 · form5.xml · nonDerivative · entry 2 Rankin Julia L · CIK 0001314180 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Child's proportionate limited partnership interest in shares held by Rankin Associates II, LP Disclosed balance after: 344 F1 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| December 22, 2016 Filed Feb 13, 2017 21:53 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005480 · form5.xml · nonDerivative · entry 1 Rankin Julia L · CIK 0001314180 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · proportionate limited partnership interests in shares held by Rankin Associates II, L.P Disclosed balance after: 13,631 Read SEC document |
| December 22, 2016 Filed Feb 14, 2017 16:01 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GiftClass A Common Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005720 · form5.xml · nonDerivative · entry 4 Rankin Julia L · CIK 0001314180 · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · By RAII Disclosed balance after: 13,631 F1 · price: N/A F2 · ownership.nature: Represents the Reporting Person's proportionate limited partnership interests in shares held by Rankin Associates II, L.P. Read SEC document |
| December 22, 2016 Filed Feb 14, 2017 16:01 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GiftClass A Common Stock | 199 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005720 · form5.xml · nonDerivative · entry 3 Rankin Julia L · CIK 0001314180 · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · By Assoc II/Daughter Disclosed balance after: 199 F1 · price: N/A F3 · ownership.nature: Represents the Reporting Person's daughter's proportionate limited partnership interest 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. Read SEC document |
| December 22, 2016 Filed Feb 14, 2017 16:01 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GiftClass A Common Stock | 199 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005720 · form5.xml · nonDerivative · entry 2 Rankin Julia L · CIK 0001314180 · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · By Assoc II/Daughter Disclosed balance after: 344 F1 · price: N/A F3 · ownership.nature: Represents the Reporting Person's daughter's proportionate limited partnership interest 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. Read SEC document |
| December 22, 2016 Filed Feb 14, 2017 16:01 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GiftClass A Common Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005720 · form5.xml · nonDerivative · entry 1 Rankin Julia L · CIK 0001314180 · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · By RAII Disclosed balance after: 13,631 F1 · price: N/A F2 · ownership.nature: Represents the Reporting Person's proportionate limited partnership interests in shares held by Rankin Associates II, L.P. 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.