Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HYSTER-YALE, INC.HY · Entity 5370 | Senior VP, GC and Secretary | February 27, 2026 | March 03, 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 February 27, 2026 · Filed March 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectShares held in trust for benefit of Reporting Person for which Reporting Person is Trustee | 43,901 |
Reported balance
After 2026-02-27 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-02-27 · Grant · Acquired 3,818 · Balance 43,901 F1: LTIP Award-Shares of Class A Common Stock awarded to the Reporting Person under the company's Long-Term Incentive Compensation Plan |
| Class A Common StockSEC Table I · non-derivative | IndirectShares held in trust for benefit of Reporting Person for which Reporting Person is Trustee | 43,644 |
Reported balance
After 2026-02-27 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-02-27 · Tax withholding · Disposed 257 · Balance 43,644 F2: Mandatory Cashless-Exercise-Award shares that Reporting Person surrendered to Company in order to satisfy his/her tax withholding obligations with respect to his/her LTIP Stock Award |
| Class A Common StockSEC Table I · non-derivative | IndirectHeld by Spouse in IRA | 1,030 |
Reported balance
Holding disclosure · report date 2026-02-27 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,030 F3: Reporting Person disclaims beneficial ownership of all such shares. |
| Class A Common StockSEC Table I · non-derivative | IndirectHeld by Reporting Person in IRA | 2,032 |
Reported balance
Holding disclosure · report date 2026-02-27 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 2,032 |
Filing footnotes · ownership attribution and instrument terms
F1: LTIP Award-Shares of Class A Common Stock awarded to the Reporting Person under the company's Long-Term Incentive Compensation Plan
F2: Mandatory Cashless-Exercise-Award shares that Reporting Person surrendered to Company in order to satisfy his/her tax withholding obligations with respect to his/her LTIP Stock Award
F3: Reporting Person disclaims beneficial ownership of all such shares.
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 |
|---|---|---|---|---|---|---|
| February 27, 2026 Filed Mar 3, 2026 21:48 UTC | HYSTER-YALE, INC. HY · Entity 5370 | Tax withholdingClass A Common Stock | 257 | $36.66 | $9,421.62 |
DisclosureSEC source: 0001173514-26-000054 · form4.xml · nonDerivative · entry 2 Taylor Suzanne Schulze · CIK 0001395289 · Senior VP, GC and Secretary 10b5-1 filing: No plan indicated Ownership: Indirect · Shares held in trust for benefit of Reporting Person for which Reporting Person is Trustee Disclosed balance after: 43,644 F2 · kind: Mandatory Cashless-Exercise-Award shares that Reporting Person surrendered to Company in order to satisfy his/her tax withholding obligations with respect to his/her LTIP Stock Award Read SEC document |
| February 27, 2026 Filed Mar 3, 2026 21:48 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GrantClass A Common Stock | 3,818 | $0.00 | $0.00 |
DisclosureSEC source: 0001173514-26-000054 · form4.xml · nonDerivative · entry 1 Taylor Suzanne Schulze · CIK 0001395289 · Senior VP, GC and Secretary 10b5-1 filing: No plan indicated Ownership: Indirect · Shares held in trust for benefit of Reporting Person for which Reporting Person is Trustee Disclosed balance after: 43,901 F1 · kind: LTIP Award-Shares of Class A Common Stock awarded to the Reporting Person under the company's Long-Term Incentive Compensation Plan Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 16:02 UTC | HYSTER-YALE, INC. HY · Entity 5370 | Tax withholdingClass A Common Stock | 1,205 | $52.77 | $63,584.24 |
DisclosureSEC source: 0001127602-25-005367 · form4.xml · nonDerivative · entry 2 Taylor Suzanne Schulze · CIK 0001395289 · Senior VP, GC and Secretary 10b5-1 filing: No plan indicated Ownership: Indirect · Shares held in trust for benefit of Reporting Person for which Reporting Person is Trustee Disclosed balance after: 40,083 F2 · kind: Mandatory Cashless-Exercise-Award shares that Reporting Person surrendered to Company in order to satisfy his/her tax withholding obligations with respect to his/her LTIP Stock Award Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 16:02 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GrantClass A Common Stock | 7,931 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-005367 · form4.xml · nonDerivative · entry 1 Taylor Suzanne Schulze · CIK 0001395289 · Senior VP, GC and Secretary 10b5-1 filing: No plan indicated Ownership: Indirect · Shares held in trust for benefit of Reporting Person for which Reporting Person is Trustee Disclosed balance after: 41,288 F1 · kind: LTIP Award-Shares of Class A Common Stock awarded to the Reporting Person under the company's Long-Term Incentive Compensation Plan Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 20:48 UTC | HYSTER-YALE, INC. HY · Entity 5370 | Tax withholdingClass A Common Stock | 2,781 | $70.74 | $196,722.38 |
DisclosureSEC source: 0001127602-24-005648 · form4.xml · nonDerivative · entry 2 Taylor Suzanne Schulze · CIK 0001395289 · Senior VP, GC and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,357 F2 · kind: Mandatory Cashless-Exercise-Award shares that Reporting Person surrendered to Company in order to satisfy his/her tax withholding obligations with respect to his/her LTIP Stock Award Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 20:48 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GrantClass A Common Stock | 9,952 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-005648 · form4.xml · nonDerivative · entry 1 Taylor Suzanne Schulze · CIK 0001395289 · Senior VP, GC and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,138 F1 · kind: LTIP Award-Shares of Class A Common Stock awarded to the Reporting Person under the company's Long-Term Incentive Compensation Plan Read SEC document |
| February 09, 2023 Filed Feb 13, 2023 19:39 UTC | HYSTER-YALE, INC. HY · Entity 5370 | Exercise / conversionClass A Common Stock | 5,533 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-004815 · form4.xml · nonDerivative · entry 1 Taylor Suzanne Schulze · CIK 0001395289 · Senior VP, GC and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,186 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: LTIP Award-Shares of Class A Common Stock awarded to the Reporting Person under the company's Long-Term Incentive Compensation Plan Read SEC document |
| April 21, 2022 Filed Apr 25, 2022 16:48 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass B Common Stock · Derivative | 2,656 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-012459 · form4.xml · derivative · entry 4 Taylor Suzanne Schulze · CIK 0001395289 · Senior VP, GC and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 2,656 shares Expires not disclosed F3 · derivative.exercise_price: N/A F1 · kind: Reporting Person exchanged Class B shares she owned for Class A shares. F3 · derivative.exercise_date: N/A F3 · derivative.expiration_date: N/A Read SEC document |
| April 21, 2022 Filed Apr 25, 2022 16:48 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 2,656 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-012459 · form4.xml · nonDerivative · entry 1 Taylor Suzanne Schulze · CIK 0001395289 · Senior VP, GC and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,653 F1 · kind: Reporting Person exchanged Class B shares she owned for Class A shares. Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 16:54 UTC | HYSTER-YALE, INC. HY · Entity 5370 | Exercise / conversionClass A Common Stock | 1,652 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-008199 · form4.xml · nonDerivative · entry 1 Taylor Suzanne Schulze · CIK 0001395289 · Senior VP, GC and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,997 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: LTIP Award-Shares of Class A Common Stock awarded to the Reporting Person under the company's Long-Term Incentive Compensation Plan Read SEC document |
| February 18, 2020 Filed Feb 20, 2020 18:50 UTC | HYSTER-YALE, INC. HY · Entity 5370 | Exercise / conversionClass A Common Stock | 2,682 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-006621 · form4.xml · nonDerivative · entry 1 Taylor Suzanne Schulze · CIK 0001395289 · Senior VP, GC and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,345 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: LTIP Award - Shares of Class A Common Stock awarded to the Reporting Person under the company's Long-Term Incentive Compensation Plan Read SEC document |
| February 19, 2019 Filed Feb 21, 2019 20:35 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GrantClass A Common Stock | 2,136 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-007484 · form4.xml · nonDerivative · entry 1 Taylor Suzanne Schulze · CIK 0001395289 · Senior VP, GC and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,663 F1 · kind: LTIP Award-Shares of Class A Common Stock awarded to the Reporting Person under the company's Long-Term Incentive Compensation Plan Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 17:31 UTC | HYSTER-YALE, INC. HY · Entity 5370 | Tax withholdingClass A Common Stock | 42 | $79.66 | $3,345.51 |
DisclosureSEC source: 0001127602-18-008987 · form4.xml · nonDerivative · entry 2 Taylor Suzanne Schulze · CIK 0001395289 · Senior VP, GC and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,527 F2 · kind: Cashless-Exercise-Award shares that Reporting Person surrendered to Company in order to satisfy his/her tax withholding obligations with respect to his/her LTIP Stock Award Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 17:31 UTC | HYSTER-YALE, INC. HY · Entity 5370 | Exercise / conversionClass A Common Stock | 2,441 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-008987 · form4.xml · nonDerivative · entry 1 Taylor Suzanne Schulze · CIK 0001395289 · Senior VP, GC and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,569 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: LTIP Award-Shares of Class A Common Stock awarded to the Reporting Person under the company's Long-Term Incentive Compensation Plan Read SEC document |
| February 27, 2017 Filed Mar 1, 2017 20:23 UTC | HYSTER-YALE, INC. HY · Entity 5370 | Tax withholdingClass A Common Stock | 13 | $60.93 | $792.03 |
DisclosureSEC source: 0001127602-17-009191 · form4.xml · nonDerivative · entry 2 Taylor Suzanne Schulze · CIK 0001395289 · Deputy GC and Asst Secty 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,141 F2 · kind: Cashless-Exercise-Award shares that Reporting Person surrendered to Company in order to satisfy his/her tax withholding obligations with respect to his/her LTIP Stock Award Read SEC document |
| February 27, 2017 Filed Mar 1, 2017 20:23 UTC | HYSTER-YALE, INC. HY · Entity 5370 | Exercise / conversionClass A Common Stock | 1,229 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-009191 · form4.xml · nonDerivative · entry 1 Taylor Suzanne Schulze · CIK 0001395289 · Deputy GC and Asst Secty 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,154 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: LTIP Award-Shares of Class A Common Stock awarded to the Reporting Person under the company's Long-Term Incentive Compensation Plan Read SEC document |
| February 27, 2017 Filed Mar 13, 2017 12:01 UTC Amendment | HYSTER-YALE, INC. HY · Entity 5370 | Tax withholdingClass A Common Stock | 7 | $60.93 | $426.48 |
DisclosureSEC source: 0001127602-17-011315 · form4a.xml · nonDerivative · entry 2 Taylor Suzanne Schulze · CIK 0001395289 · Senior VP, GC and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,128 F3 · kind: Cashless-Exercise-Award shares that Reporting Person surrendered to Company in order to satisfy his/her tax withholding obligations with respect to his/her LTIP Stock Award Read SEC document |
| February 27, 2017 Filed Mar 13, 2017 12:01 UTC Amendment | HYSTER-YALE, INC. HY · Entity 5370 | Exercise / conversionClass A Common Stock | 1,210 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-011315 · form4a.xml · nonDerivative · entry 1 Taylor Suzanne Schulze · CIK 0001395289 · Senior VP, GC and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,135 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: LTIP Award-Shares of Class A Common Stock awarded to the Reporting Person under the company's Long-Term Incentive Compensation Plan F2 · shares: Original Form 4 included incorrect number of shares [awarded pursuant to the Company's Long-Term Incentive Compensation Plan] 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.