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 | December 08, 2023 | December 12, 2023 |
| 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 December 08, 2023 · Filed December 12, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table II · derivative / convertible security | Indirectproportionate limited partnership interest in shares held by Rankin Associates II | 5,634 |
Reported balance
After 2023-12-08 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-12-08 · Gift · Acquired 1,132 · Balance 5,634 F1: N/A |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectProportionate interests held in shares in Rankin Associates V | 461 |
Reported balance
Holding disclosure · report date 2023-12-08 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 461 F1: N/A |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectProportionate interest in shares held by Rankin Associates VI | 634 |
Reported balance
Holding disclosure · report date 2023-12-08 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 634 F1: N/A |
Filing footnotes · ownership attribution and instrument terms
F1: N/A
Hamilton Beach Brands Holding Co
Report date May 29, 2026 · Filed June 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table II · derivative / convertible security | IndirectProportionate interest of Rankin Associates HBB, L.P. held by a Trust fbo Reporting Person | 16,641 |
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 4,171 · Balance 16,641 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 | IndirectBy Assoc II | 2,817 |
Last balance in matching sequence
After 2023-12-08 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2023-12-08 · Gift · Acquired 189 · Balance 2,440 F1: N/A F2: Represents the Reporting Person's proportionate limited partnership interests in shares held by Rankin Associates II, L.P., which is held in trust for the benefit of Reporting Person. Row 2 · 2023-12-08 · Gift · Acquired 377 · Balance 2,817 F1: N/A F2: Represents the Reporting Person's proportionate limited partnership interests in shares held by Rankin Associates II, L.P., which is held in trust for the benefit of Reporting Person. |
Filing footnotes · ownership attribution and instrument terms
F1: N/A
F2: Represents the Reporting Person's proportionate limited partnership interests in shares held by Rankin Associates II, L.P., which is held in 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 |
|---|---|---|---|---|---|---|
| September 27, 2018 Filed Sep 28, 2018 20:26 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 1 | $62.43 | $62.43 |
DisclosureSEC source: 0001127602-18-028555 · form4.xml · nonDerivative · entry 2 Rankin James T. Jr. · CIK 0001693827 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate interest in shares held by Rankin Associates VI 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 20:26 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 1 | $64.00 | $64.00 |
DisclosureSEC source: 0001127602-18-028555 · form4.xml · nonDerivative · entry 1 Rankin James T. Jr. · CIK 0001693827 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate interest in shares held by Rankin Associates VI 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 20:17 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 1 | $64.98 | $64.98 |
DisclosureSEC source: 0001127602-18-028432 · form4.xml · nonDerivative · entry 1 Rankin James T. Jr. · CIK 0001693827 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate interest in shares held by Rankin Associates VI 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 17, 2018 Filed Sep 19, 2018 18:22 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 1 | $64.99 | $64.99 |
DisclosureSEC source: 0001127602-18-027997 · form4.xml · nonDerivative · entry 1 Rankin James T. Jr. · CIK 0001693827 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate interest in shares held by Rankin Associates VI Disclosed balance after: 140 F1 · shares: Shares purchased pursuant to 10b5-1 plan Read SEC document |
| September 12, 2018 Filed Sep 14, 2018 18:19 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 1 | $63.07 | $63.07 |
DisclosureSEC source: 0001127602-18-027608 · form4.xml · nonDerivative · entry 1 Rankin James T. Jr. · CIK 0001693827 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate interest in shares held by Rankin Associates VI 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 20:06 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 1 | $63.70 | $63.70 |
DisclosureSEC source: 0001127602-18-027464 · form4.xml · nonDerivative · entry 2 Rankin James T. Jr. · CIK 0001693827 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate interest in shares held by Rankin Associates VI 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 20:06 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 1 | $64.34 | $64.34 |
DisclosureSEC source: 0001127602-18-027464 · form4.xml · nonDerivative · entry 1 Rankin James T. Jr. · CIK 0001693827 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate interest in shares held by Rankin Associates VI 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 16:04 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 1 | $62.34 | $62.34 |
DisclosureSEC source: 0001127602-18-027180 · form4.xml · nonDerivative · entry 2 Rankin James T. Jr. · CIK 0001693827 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate interest in shares held by Rankin Associates VI 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 16:04 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 2 | $62.34 | $124.68 |
DisclosureSEC source: 0001127602-18-027180 · form4.xml · nonDerivative · entry 1 Rankin James T. Jr. · CIK 0001693827 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate interest in shares held by Rankin Associates VI 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 |
| September 05, 2018 Filed Sep 7, 2018 18:03 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 1 | $62.12 | $62.12 |
DisclosureSEC source: 0001127602-18-027052 · form4.xml · nonDerivative · entry 2 Rankin James T. Jr. · CIK 0001693827 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate interest in shares held by Rankin Associates VI Disclosed balance after: 133 F1 · shares: Shares purchased pursuant to 10b5-1 plan F3 · price: 2018-Sept-5- Block 2 Weighted Average- Share Price represents average price between $61.90 and $62.48. Read SEC document |
| September 05, 2018 Filed Sep 7, 2018 18:03 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 1 | $61.61 | $61.61 |
DisclosureSEC source: 0001127602-18-027052 · form4.xml · nonDerivative · entry 1 Rankin James T. Jr. · CIK 0001693827 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate interest in shares held by Rankin Associates VI Disclosed balance after: 132 F1 · shares: Shares purchased pursuant to 10b5-1 plan F2 · price: 2018-Sept-5- Block 1 Weighted Average- Share Price represents average price between $60.90 and $61.86. Read SEC document |
| September 04, 2018 Filed Sep 6, 2018 20:39 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 1 | $61.46 | $61.46 |
DisclosureSEC source: 0001127602-18-026895 · form4.xml · nonDerivative · entry 1 Rankin James T. Jr. · CIK 0001693827 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate interest in shares held by Rankin Associates VI Disclosed balance after: 131 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 14, 2018 15:14 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 130 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-005688 · form5.xml · nonDerivative · entry 1 Rankin James T. Jr. · CIK 0001693827 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate interest in shares held by Rankin Associates VI Disclosed balance after: 130 Read SEC document |
| December 14, 2017 Filed Feb 14, 2018 17:38 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GiftClass A Common Stock | 81 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-005888 · form5.xml · nonDerivative · entry 2 Rankin James T. Jr. · CIK 0001693827 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · By Assoc II Disclosed balance after: 262 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., which is held in trust for the benefit of Reporting Person. Read SEC document |
| December 14, 2017 Filed Feb 14, 2018 17:38 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GiftClass A Common Stock | 81 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-005888 · form5.xml · nonDerivative · entry 1 Rankin James T. Jr. · CIK 0001693827 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · By Assoc II Disclosed balance after: 262 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., which is held in trust for the benefit of Reporting Person. Read SEC document |
| December 14, 2017 Filed Feb 14, 2018 15:14 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass B Common Stock · Derivative | 162 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-005688 · form5.xml · derivative · entry 3 Rankin James T. Jr. · CIK 0001693827 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · proportionate limited partnership interest in shares held by Rankin Associates II Disclosed balance after: 262 Underlying: Class A Common Stock · 162 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 14, 2018 15:14 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 162 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-005688 · form5.xml · nonDerivative · entry 2 Rankin James T. Jr. · CIK 0001693827 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · proportionate limited partnership interest in shares held by Rankin Associates II Disclosed balance after: 262 Read SEC document |
| December 14, 2017 Filed Feb 14, 2018 17:40 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass B Common Stock · Derivative | 81 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-005891 · form5.xml · derivative · entry 4 Rankin James T. Jr. · CIK 0001693827 · 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: 262 Underlying: Class A Common Stock · 81 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 17:40 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass B Common Stock · Derivative | 81 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-005891 · form5.xml · derivative · entry 3 Rankin James T. Jr. · CIK 0001693827 · 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: 262 Underlying: Class A Common Stock · 81 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 17:40 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass A Common Stock | 81 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-005891 · form5.xml · nonDerivative · entry 2 Rankin James T. Jr. · CIK 0001693827 · 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: 262 F1 · price: N/A Read SEC document |
| December 14, 2017 Filed Feb 14, 2018 17:40 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass A Common Stock | 81 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-005891 · form5.xml · nonDerivative · entry 1 Rankin James T. Jr. · CIK 0001693827 · 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: 262 F1 · price: 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.