Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HYSTER-YALE, INC.HY · Entity 5370 | VP, Controller and CAO | 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 | Direct | 3,683 |
Ending reported balance
After 2026-02-27 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-02-27 · Grant · Acquired 1,567 · Balance 3,852 F1: LTIP Award Shares of Class A Common Stock awarded to the Reporting Person under the company's Long-Term Incentive Compensation Plan Row 2 · 2026-02-27 · Tax withholding · Disposed 169 · Balance 3,683 F2: Mandatory Cashless Exercise - Award share that Reporting person surrendered to Company in order to satisfy his/her tax withholding obligations with respect to his/her LTIP Award. |
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 share that Reporting person surrendered to Company in order to satisfy his/her tax withholding obligations with respect to his/her LTIP Award.
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 21:53 UTC | HYSTER-YALE, INC. HY · Entity 5370 | Tax withholdingClass A Common Stock | 169 | $36.66 | $6,195.54 |
DisclosureSEC source: 0001173514-26-000057 · form4.xml · nonDerivative · entry 2 McKee Dena · CIK 0002014830 · VP, Controller and CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,683 F2 · kind: Mandatory Cashless Exercise - Award share that Reporting person surrendered to Company in order to satisfy his/her tax withholding obligations with respect to his/her LTIP Award. Read SEC document |
| February 27, 2026 Filed Mar 3, 2026 21:53 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GrantClass A Common Stock | 1,567 | $0.00 | $0.00 |
DisclosureSEC source: 0001173514-26-000057 · form4.xml · nonDerivative · entry 1 McKee Dena · CIK 0002014830 · VP, Controller and CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,852 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 16:09 UTC | HYSTER-YALE, INC. HY · Entity 5370 | Tax withholdingClass A Common Stock | 477 | $52.77 | $25,169.86 |
DisclosureSEC source: 0001127602-25-005374 · form4.xml · nonDerivative · entry 2 McKee Dena · CIK 0002014830 · VP, Controller and CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,285 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 16:09 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GrantClass A Common Stock | 2,762 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-005374 · form4.xml · nonDerivative · entry 1 McKee Dena · CIK 0002014830 · VP, Controller and CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,762 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.