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 | September 08, 2023 | September 19, 2023 |
| Hamilton Beach Brands Holding CoHBB · Entity 5625 | Director | December 09, 2024 | December 10, 2024 |
| NACCO INDUSTRIES INCNC · Entity 5896 | Fmr Dir and Member of a Group | September 15, 2023 | September 19, 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 September 08, 2023 · Filed September 19, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 58,293 |
Ending reported balance
After 2023-09-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-09-08 · Gift · Disposed 285 · Balance 29,151 Row 2 · 2023-09-15 · Other · Acquired 29,142 · Balance 58,293 F1: Class B shares were exchanged for Class A shares pursuant to the terms of the Stockholders' Agreement dated September 28, 2012, as amended. |
| Class B Common StockSEC Table II · derivative / convertible security | Direct | 239 |
Reported balance
After 2023-09-15 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2023-09-15 · Other · Disposed 29,142 · Balance 239 F2: N/A F1: Class B shares were exchanged for Class A shares pursuant to the terms of the Stockholders' Agreement dated September 28, 2012, as amended. |
| Class A Common StockSEC Table I · non-derivative | IndirectTrust U/A Dtd 08/26/1998 FBO David Taplin | 100 |
Reported balance
Holding disclosure · report date 2023-09-08 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 100 |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectTrust U/A Dtd 08/26/1998 FBO David Taplin | 100 |
Reported balance
Holding disclosure · report date 2023-09-08 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 100 F2: N/A |
Filing footnotes · ownership attribution and instrument terms
F1: Class B shares were exchanged for Class A shares pursuant to the terms of the Stockholders' Agreement dated September 28, 2012, as amended.
F2: N/A
Hamilton Beach Brands Holding Co
Report date December 09, 2024 · Filed December 10, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 71,403 |
Reported balance
After 2024-12-09 transaction · row 1
1 source rowRow 1 · 2024-12-09 · Other · Acquired 34,626 · Balance 71,403 F1: Class B shares were exchanged for Class A shares pursuant to the terms of the Stockholders' Agreement dated September 29, 2017, as amended. F2: N/A |
| Class B Common StockSEC Table II · derivative / convertible security | Direct | 239 |
Reported balance
After 2024-12-09 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2024-12-09 · Other · Disposed 34,626 · Balance 239 F2: N/A F3: Class A shares were exchanged for Class B shares pursuant to the terms of the Stockholders' Agreement dated September 29, 2017, as amended. |
| Class A Common StockSEC Table I · non-derivative | IndirectNgaio T. Lowry Trust U/A Dtd 08/26/1998 FBO David F. Taplin | 100 |
Reported balance
Holding disclosure · report date 2024-12-09 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 100 |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectNgaio T. Lowry Trust U/A Dtd 08/26/1998 FBO David F. Taplin | 100 |
Reported balance
Holding disclosure · report date 2024-12-09 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 100 F2: N/A |
Filing footnotes · ownership attribution and instrument terms
F1: Class B shares were exchanged for Class A shares pursuant to the terms of the Stockholders' Agreement dated September 29, 2017, as amended.
F2: N/A
F3: Class A shares were exchanged for Class B shares pursuant to the terms of the Stockholders' Agreement dated September 29, 2017, as amended.
NACCO INDUSTRIES INC
Report date September 15, 2023 · Filed September 19, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 29,010 |
Reported balance
After 2023-09-15 transaction · row 1
1 source rowRow 1 · 2023-09-15 · Other · Acquired 15,883 · Balance 29,010 F1: Class B shares were exchanged for Class A shares pursuant to the terms of the Amended and Restated Stockholders' Agreement dated February 14, 2017, as amended. F2: N/A |
| Class B Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2023-09-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-09-15 · Other · Disposed 15,883 · Balance 0 F2: N/A F1: Class B shares were exchanged for Class A shares pursuant to the terms of the Amended and Restated Stockholders' Agreement dated February 14, 2017, as amended. |
Filing footnotes · ownership attribution and instrument terms
F1: Class B shares were exchanged for Class A shares pursuant to the terms of the Amended and Restated Stockholders' Agreement dated February 14, 2017, as amended.
F2: N/A
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 09, 2024 Filed Dec 10, 2024 20:08 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass B Common Stock · Derivative | 34,626 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-028991 · form4.xml · derivative · entry 4 TAPLIN DAVID F · CIK 0001247978 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 239 Underlying: Class A Common Stock · 34,626 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 |
| December 09, 2024 Filed Dec 10, 2024 20:08 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass A Common Stock | 34,626 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-028991 · form4.xml · nonDerivative · entry 1 TAPLIN DAVID F · CIK 0001247978 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,403 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 |
| September 15, 2023 Filed Sep 19, 2023 15:54 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | OtherClass B Common Stock · Derivative | 15,883 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001127602-23-024378 · form4.xml · derivative · entry 2 TAPLIN DAVID F · CIK 0001247978 · Fmr Dir and Member of a Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 15,883 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 Amended and Restated Stockholders' Agreement dated February 14, 2017, as amended. F2 · price: N/A F2 · derivative.exercise_date: N/A F2 · derivative.expiration_date: N/A Read SEC document |
| September 15, 2023 Filed Sep 19, 2023 15:54 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | OtherClass A Common Stock | 15,883 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-024378 · form4.xml · nonDerivative · entry 1 TAPLIN DAVID F · CIK 0001247978 · Fmr Dir and Member of a Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,010 F1 · kind: Class B shares were exchanged for Class A shares pursuant to the terms of the Amended and Restated Stockholders' Agreement dated February 14, 2017, as amended. F2 · price: N/A Read SEC document |
| September 15, 2023 Filed Sep 19, 2023 15:38 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass B Common Stock · Derivative | 29,142 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-024362 · form4.xml · derivative · entry 4 TAPLIN DAVID F · CIK 0001247978 · Member of a Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 239 Underlying: Class A Common Stock · 29,142 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 28, 2012, as amended. F2 · derivative.exercise_date: N/A F2 · derivative.expiration_date: N/A Read SEC document |
| September 15, 2023 Filed Sep 19, 2023 15:38 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 29,142 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-024362 · form4.xml · nonDerivative · entry 2 TAPLIN DAVID F · CIK 0001247978 · Member of a Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,293 F1 · 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 |
| September 08, 2023 Filed Sep 19, 2023 15:38 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 285 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-024362 · form4.xml · nonDerivative · entry 1 TAPLIN DAVID F · CIK 0001247978 · Member of a Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,151 Read SEC document |
| January 26, 2023 Filed Feb 14, 2023 18:44 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 160 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-005092 · form4.xml · nonDerivative · entry 1 TAPLIN DAVID F · CIK 0001247978 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,436 Read SEC document |
| May 24, 2022 Filed Feb 14, 2023 18:43 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 284 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-005090 · form5.xml · nonDerivative · entry 4 TAPLIN DAVID F · CIK 0001247978 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,596 Read SEC document |
| April 14, 2022 Filed Feb 14, 2023 18:43 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 353 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-005090 · form5.xml · nonDerivative · entry 3 TAPLIN DAVID F · CIK 0001247978 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,596 Read SEC document |
| April 12, 2022 Filed Feb 14, 2023 18:43 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 142 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-005090 · form5.xml · nonDerivative · entry 2 TAPLIN DAVID F · CIK 0001247978 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,596 Read SEC document |
| February 09, 2021 Filed Feb 14, 2023 18:43 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 275 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-005090 · form5.xml · nonDerivative · entry 1 TAPLIN DAVID F · CIK 0001247978 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,596 F1 · kind: Transaction was not filed in the correct reporting period due to administrative error. Read SEC document |
| November 09, 2020 Filed Nov 12, 2020 15:10 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | SaleClass A Common Stock | 100 | $22.22 | $2,221.62 |
DisclosureSEC source: 0001127602-20-028717 · form4.xml · nonDerivative · entry 3 TAPLIN DAVID F · CIK 0001247978 · Fmr Dir and Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Trust2 Disclosed balance after: 0 F2 · ownership.nature: Shares held in a trust. Ngaio T. Lowry Trust U/A Dtd 08/26/1998 FBO David F. Taplin. Read SEC document |
| November 09, 2020 Filed Nov 12, 2020 15:10 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | SaleClass A Common Stock | 4,329 | $22.02 | $95,339.30 |
DisclosureSEC source: 0001127602-20-028717 · form4.xml · nonDerivative · entry 2 TAPLIN DAVID F · CIK 0001247978 · Fmr Dir and Member of a Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,127 Read SEC document |
| February 19, 2020 Filed Nov 12, 2020 15:10 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GiftClass A Common Stock | 516 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-028717 · form4.xml · nonDerivative · entry 1 TAPLIN DAVID F · CIK 0001247978 · Fmr Dir and Member of a Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,456 F1 · price: N/A Read SEC document |
| July 01, 2019 Filed Jul 2, 2019 20:54 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GrantClass A Common Stock | 503 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-023620 · form4.xml · nonDerivative · entry 1 TAPLIN DAVID F · CIK 0001247978 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,777 F1 · kind: Shares of Class A Common Stock awarded to the Reporting Person as "Required Shares" under the Company's Non-Employee Directors' Equity Compensation Plan. F2 · price: N/A Read SEC document |
| May 06, 2019 Filed May 8, 2019 20:23 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | SaleClass A Common Stock | 1,500 | $49.15 | $73,728.60 |
DisclosureSEC source: 0001127602-19-017749 · form4.xml · nonDerivative · entry 2 TAPLIN DAVID F · CIK 0001247978 · Fmr Dir and Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 0 F2 · ownership.nature: Shares held in a trust. Peter B. Valiante TTEE David F. Taplin Charitable Remainder Trust. Read SEC document |
| May 06, 2019 Filed May 8, 2019 20:20 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | SaleClass A Common Stock | 1,400 | $17.24 | $24,131.52 |
DisclosureSEC source: 0001127602-19-017746 · form4.xml · nonDerivative · entry 11 TAPLIN DAVID F · CIK 0001247978 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · David F. Taplin Charitable Remainder Trust Disclosed balance after: 0 Read SEC document |
| May 06, 2019 Filed May 8, 2019 20:20 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | SaleClass A Common Stock | 800 | $17.24 | $13,789.44 |
DisclosureSEC source: 0001127602-19-017746 · form4.xml · nonDerivative · entry 10 TAPLIN DAVID F · CIK 0001247978 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · David F. Taplin Charitable Remainder Trust Disclosed balance after: 1,400 Read SEC document |
| May 06, 2019 Filed May 8, 2019 20:20 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | SaleClass A Common Stock | 100 | $17.18 | $1,718.00 |
DisclosureSEC source: 0001127602-19-017746 · form4.xml · nonDerivative · entry 9 TAPLIN DAVID F · CIK 0001247978 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · David F. Taplin Charitable Remainder Trust Disclosed balance after: 2,200 Read SEC document |
| May 06, 2019 Filed May 8, 2019 20:20 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | SaleClass A Common Stock | 100 | $17.25 | $1,725.00 |
DisclosureSEC source: 0001127602-19-017746 · form4.xml · nonDerivative · entry 8 TAPLIN DAVID F · CIK 0001247978 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · David F. Taplin Charitable Remainder Trust Disclosed balance after: 2,300 Read SEC document |
| May 06, 2019 Filed May 8, 2019 20:20 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | SaleClass A Common Stock | 100 | $17.31 | $1,731.00 |
DisclosureSEC source: 0001127602-19-017746 · form4.xml · nonDerivative · entry 7 TAPLIN DAVID F · CIK 0001247978 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · David F. Taplin Charitable Remainder Trust Disclosed balance after: 2,400 Read SEC document |
| May 06, 2019 Filed May 8, 2019 20:20 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | SaleClass A Common Stock | 100 | $17.15 | $1,715.00 |
DisclosureSEC source: 0001127602-19-017746 · form4.xml · nonDerivative · entry 6 TAPLIN DAVID F · CIK 0001247978 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · David F. Taplin Charitable Remainder Trust Disclosed balance after: 2,500 Read SEC document |
| May 06, 2019 Filed May 8, 2019 20:20 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | SaleClass A Common Stock | 60 | $17.14 | $1,028.40 |
DisclosureSEC source: 0001127602-19-017746 · form4.xml · nonDerivative · entry 5 TAPLIN DAVID F · CIK 0001247978 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · David F. Taplin Charitable Remainder Trust Disclosed balance after: 2,600 Read SEC document |
| May 06, 2019 Filed May 8, 2019 20:20 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | SaleClass A Common Stock | 100 | $17.11 | $1,711.30 |
DisclosureSEC source: 0001127602-19-017746 · form4.xml · nonDerivative · entry 4 TAPLIN DAVID F · CIK 0001247978 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · David F. Taplin Charitable Remainder Trust Disclosed balance after: 2,660 Read SEC document |
| May 06, 2019 Filed May 8, 2019 20:20 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | SaleClass A Common Stock | 130 | $17.11 | $2,224.69 |
DisclosureSEC source: 0001127602-19-017746 · form4.xml · nonDerivative · entry 3 TAPLIN DAVID F · CIK 0001247978 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · David F. Taplin Charitable Remainder Trust Disclosed balance after: 2,760 Read SEC document |
| May 06, 2019 Filed May 8, 2019 20:20 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | SaleClass A Common Stock | 100 | $17.11 | $1,711.30 |
DisclosureSEC source: 0001127602-19-017746 · form4.xml · nonDerivative · entry 2 TAPLIN DAVID F · CIK 0001247978 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · David F. Taplin Charitable Remainder Trust Disclosed balance after: 2,890 Read SEC document |
| May 06, 2019 Filed May 8, 2019 20:20 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | SaleClass A Common Stock | 10 | $17.12 | $171.20 |
DisclosureSEC source: 0001127602-19-017746 · form4.xml · nonDerivative · entry 1 TAPLIN DAVID F · CIK 0001247978 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · David F. Taplin Charitable Remainder Trust Disclosed balance after: 2,990 Read SEC document |
| April 02, 2019 Filed Apr 2, 2019 17:21 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GrantClass A Common Stock | 977 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-013991 · form4.xml · nonDerivative · entry 2 TAPLIN DAVID F · CIK 0001247978 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,274 F2 · kind: Shares of Class A Common Stock awarded to the Reporting Person as "Required Shares" under the Company's Non-Employee Directors' Equity Compensation Plan. F1 · price: N/A Read SEC document |
| March 11, 2019 Filed Apr 2, 2019 17:21 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass A Common Stock | 600 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-013991 · form4.xml · nonDerivative · entry 1 TAPLIN DAVID F · CIK 0001247978 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,297 F1 · price: N/A Read SEC document |
| March 11, 2019 Filed May 8, 2019 20:23 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GiftClass A Common Stock | 300 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-017749 · form4.xml · nonDerivative · entry 1 TAPLIN DAVID F · CIK 0001247978 · Fmr Dir and Member of a Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,972 F1 · price: N/A Read SEC document |
| January 02, 2019 Filed Jan 2, 2019 19:00 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GrantClass A Common Stock | 1,039 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-000126 · form4.xml · nonDerivative · entry 3 TAPLIN DAVID F · CIK 0001247978 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,897 F4 · kind: Shares of Class A Common Stock awarded to the Reporting Person as "Required Shares" under the Company's Non-Employee Directors' Equity Compensation Plan. F2 · price: N/A Read SEC document |
| December 31, 2018 Filed Jan 2, 2019 19:00 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass A Common Stock | 3,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-000126 · form4.xml · nonDerivative · entry 2 TAPLIN DAVID F · CIK 0001247978 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · David F. Taplin Charitable Remainder Trust Disclosed balance after: 3,000 F3 · kind: Transfer to a charitable remainder trust for which the Reporting Person is trustee and beneficiary F2 · price: N/A Read SEC document |
| December 31, 2018 Filed Jan 2, 2019 19:00 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass A Common Stock | 3,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-000126 · form4.xml · nonDerivative · entry 1 TAPLIN DAVID F · CIK 0001247978 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,858 F1 · kind: Transfer to a charitable remainder trust for which the Reporting Person is trustee and beneficiary F2 · price: N/A Read SEC document |
| December 28, 2018 Filed Jan 2, 2019 21:29 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | OtherClass A Common Stock | 1,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-000274 · form4.xml · nonDerivative · entry 2 TAPLIN DAVID F · CIK 0001247978 · Fmr Dir and Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 1,500 F1 · kind: Transfer to a charitable remainder trust for which the Reporting Person is trustee and beneficiary. F2 · price: N/A F3 · ownership.nature: Shares held in a trust. Peter B. Valiante TTEE David F. Taplin Charitable Remainder Trust. Read SEC document |
| December 28, 2018 Filed Jan 2, 2019 21:29 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | OtherClass A Common Stock | 1,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-000274 · form4.xml · nonDerivative · entry 1 TAPLIN DAVID F · CIK 0001247978 · Fmr Dir and Member of a Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,272 F1 · kind: Transfer to a charitable remainder trust for which the Reporting Person is trustee and beneficiary. F2 · price: N/A Read SEC document |
| November 02, 2018 Filed Feb 13, 2019 19:46 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 60 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-005593 · form5.xml · nonDerivative · entry 1 TAPLIN DAVID F · CIK 0001247978 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,650 Read SEC document |
| October 10, 2018 Filed Feb 13, 2019 19:46 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 81 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-005593 · form5.xml · nonDerivative · entry 4 TAPLIN DAVID F · CIK 0001247978 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,650 Read SEC document |
| October 01, 2018 Filed Oct 2, 2018 14:32 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GrantClass A Common Stock | 891 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-028906 · form4.xml · nonDerivative · entry 4 TAPLIN DAVID F · CIK 0001247978 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,858 F1 · kind: Shares of Class A Common Stock awarded to the Reporting Person as "Required Shares" under the Company's Non-Employee Directors' Equity Compensation Plan. F2 · price: N/A Read SEC document |
| July 02, 2018 Filed Jul 3, 2018 20:16 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GrantClass A Common Stock | 863 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-022610 · form4.xml · nonDerivative · entry 1 TAPLIN DAVID F · CIK 0001247978 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,345 F1 · kind: Shares of Class A Common Stock awarded to the Reporting Person as "Required Shares" under the Company's Non-Employee Directors' Equity Compensation Plan. F2 · price: N/A Read SEC document |
| April 02, 2018 Filed Apr 3, 2018 18:56 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GrantClass A Common Stock | 913 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-013619 · form4.xml · nonDerivative · entry 1 TAPLIN DAVID F · CIK 0001247978 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,482 F1 · kind: Shares of Class A Common Stock awarded to the Reporting Person as "Required Shares" under the Company's Non-Employee Directors' Equity Compensation Plan. F2 · price: N/A Read SEC document |
| March 02, 2018 Filed Feb 13, 2019 19:46 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 318 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-005593 · form5.xml · nonDerivative · entry 5 TAPLIN DAVID F · CIK 0001247978 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,650 Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 02:38 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GrantClass A Common Stock | 704 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-000923 · form4.xml · nonDerivative · entry 1 TAPLIN DAVID F · CIK 0001247978 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,569 F1 · kind: Shares of Class A Common Stock awarded to the Reporting Person as "Required Shares" under the Company's Non-Employee Directors' Equity Compensation Plan. F2 · price: N/A Read SEC document |
| December 19, 2017 Filed Feb 14, 2018 18:10 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GiftClass A Common Stock | 81 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-005952 · form5.xml · nonDerivative · entry 3 TAPLIN DAVID F · CIK 0001247978 · Fmr Dir and Member of a Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,772 F1 · price: N/A Read SEC document |
| December 19, 2017 Filed Feb 14, 2018 18:10 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GiftClass A Common Stock | 54 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-005952 · form5.xml · nonDerivative · entry 2 TAPLIN DAVID F · CIK 0001247978 · Fmr Dir and Member of a Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,772 F1 · price: N/A Read SEC document |
| December 18, 2017 Filed Feb 14, 2018 18:10 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GiftClass A Common Stock | 54 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-005952 · form5.xml · nonDerivative · entry 1 TAPLIN DAVID F · CIK 0001247978 · Fmr Dir and Member of a Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,772 F1 · price: N/A Read SEC document |
| December 13, 2017 Filed Oct 2, 2018 14:32 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass A Common Stock | 108 | $2,874.96 | $310,495.68 |
DisclosureSEC source: 0001127602-18-028906 · form4.xml · nonDerivative · entry 3 TAPLIN DAVID F · CIK 0001247978 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,487 Read SEC document |
| December 13, 2017 Filed Oct 2, 2018 14:32 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass A Common Stock | 162 | $4,312.44 | $698,615.28 |
DisclosureSEC source: 0001127602-18-028906 · form4.xml · nonDerivative · entry 2 TAPLIN DAVID F · CIK 0001247978 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,595 Read SEC document |
| December 13, 2017 Filed Oct 2, 2018 14:32 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass A Common Stock | 108 | $2,874.96 | $310,495.68 |
DisclosureSEC source: 0001127602-18-028906 · form4.xml · nonDerivative · entry 1 TAPLIN DAVID F · CIK 0001247978 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,757 Read SEC document |
| October 02, 2017 Filed Oct 4, 2017 18:46 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GrantClass A Common Stock | 979 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-029131 · form4.xml · nonDerivative · entry 1 TAPLIN DAVID F · CIK 0001247978 · Fmr Dir and Member of a Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,961 F1 · kind: Shares of Class A Common Stock awarded to the Reporting Person as "Required Shares" under the company's Non-Employee Directors' Equity Compensation Plan. F2 · 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.