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 |
|---|---|---|---|---|---|---|
| September 26, 2017 Filed Sep 28, 2017 18:57 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass B Common Stock · Derivative | 100 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-028309 · form4.xml · derivative · entry 4 TAPLIN DAVID F · CIK 0001247978 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Ngaio T. Lowry Trust U/A Dtd 08/26/1998 FBO David F. Taplin Disclosed balance after: 100 Underlying: Class A Common Stock · 100 shares Expires not disclosed F2 · derivative.exercise_price: N/A F1 · kind: In connection with the spin-off of Hamilton Beach Brands Holding Company ("Hamilton Beach") by NACCO Industries, Inc. ("NACCO"), NACCO will distribute all of the outstanding shares of Hamilton Beach common stock held by NACCO to NACCO common stockholders as of the record date, which was the close of business on September 26, 2017 (the "Record Date"). For each share of NACCO Class A common stock held on the Record Date, NACCO will distribute one share of Hamilton Beach Class A common stock and one share of Hamilton Beach Class B common stock. Similarly, for each share of NACCO Class B common stock held on the Record Date, NACCO will distribute one share of Hamilton Beach Class A common stock and one share of Hamilton Beach Class B common stock. F2 · price: N/A F2 · derivative.exercise_date: N/A F2 · derivative.expiration_date: N/A Read SEC document |
| September 26, 2017 Filed Sep 28, 2017 18:57 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass B Common Stock · Derivative | 34,865 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-028309 · form4.xml · derivative · entry 3 TAPLIN DAVID F · CIK 0001247978 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,865 Underlying: Class A Common Stock · 34,865 shares Expires not disclosed F2 · derivative.exercise_price: N/A F1 · kind: In connection with the spin-off of Hamilton Beach Brands Holding Company ("Hamilton Beach") by NACCO Industries, Inc. ("NACCO"), NACCO will distribute all of the outstanding shares of Hamilton Beach common stock held by NACCO to NACCO common stockholders as of the record date, which was the close of business on September 26, 2017 (the "Record Date"). For each share of NACCO Class A common stock held on the Record Date, NACCO will distribute one share of Hamilton Beach Class A common stock and one share of Hamilton Beach Class B common stock. Similarly, for each share of NACCO Class B common stock held on the Record Date, NACCO will distribute one share of Hamilton Beach Class A common stock and one share of Hamilton Beach Class B common stock. F2 · price: N/A F2 · derivative.exercise_date: N/A F2 · derivative.expiration_date: N/A Read SEC document |
| September 26, 2017 Filed Sep 28, 2017 18:57 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass A Common Stock | 100 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-028309 · form4.xml · nonDerivative · entry 2 TAPLIN DAVID F · CIK 0001247978 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Ngaio T. Lowry Trust U/A Dtd 08/26/1998 FBO David F. Taplin Disclosed balance after: 100 F1 · kind: In connection with the spin-off of Hamilton Beach Brands Holding Company ("Hamilton Beach") by NACCO Industries, Inc. ("NACCO"), NACCO will distribute all of the outstanding shares of Hamilton Beach common stock held by NACCO to NACCO common stockholders as of the record date, which was the close of business on September 26, 2017 (the "Record Date"). For each share of NACCO Class A common stock held on the Record Date, NACCO will distribute one share of Hamilton Beach Class A common stock and one share of Hamilton Beach Class B common stock. Similarly, for each share of NACCO Class B common stock held on the Record Date, NACCO will distribute one share of Hamilton Beach Class A common stock and one share of Hamilton Beach Class B common stock. F1 · price: In connection with the spin-off of Hamilton Beach Brands Holding Company ("Hamilton Beach") by NACCO Industries, Inc. ("NACCO"), NACCO will distribute all of the outstanding shares of Hamilton Beach common stock held by NACCO to NACCO common stockholders as of the record date, which was the close of business on September 26, 2017 (the "Record Date"). For each share of NACCO Class A common stock held on the Record Date, NACCO will distribute one share of Hamilton Beach Class A common stock and one share of Hamilton Beach Class B common stock. Similarly, for each share of NACCO Class B common stock held on the Record Date, NACCO will distribute one share of Hamilton Beach Class A common stock and one share of Hamilton Beach Class B common stock. Read SEC document |
| September 26, 2017 Filed Sep 28, 2017 18:57 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass A Common Stock | 34,865 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-028309 · form4.xml · nonDerivative · entry 1 TAPLIN DAVID F · CIK 0001247978 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,865 F1 · kind: In connection with the spin-off of Hamilton Beach Brands Holding Company ("Hamilton Beach") by NACCO Industries, Inc. ("NACCO"), NACCO will distribute all of the outstanding shares of Hamilton Beach common stock held by NACCO to NACCO common stockholders as of the record date, which was the close of business on September 26, 2017 (the "Record Date"). For each share of NACCO Class A common stock held on the Record Date, NACCO will distribute one share of Hamilton Beach Class A common stock and one share of Hamilton Beach Class B common stock. Similarly, for each share of NACCO Class B common stock held on the Record Date, NACCO will distribute one share of Hamilton Beach Class A common stock and one share of Hamilton Beach Class B common stock. F1 · price: In connection with the spin-off of Hamilton Beach Brands Holding Company ("Hamilton Beach") by NACCO Industries, Inc. ("NACCO"), NACCO will distribute all of the outstanding shares of Hamilton Beach common stock held by NACCO to NACCO common stockholders as of the record date, which was the close of business on September 26, 2017 (the "Record Date"). For each share of NACCO Class A common stock held on the Record Date, NACCO will distribute one share of Hamilton Beach Class A common stock and one share of Hamilton Beach Class B common stock. Similarly, for each share of NACCO Class B common stock held on the Record Date, NACCO will distribute one share of Hamilton Beach Class A common stock and one share of Hamilton Beach Class B common stock. Read SEC document |
| July 03, 2017 Filed Jul 5, 2017 19:49 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GrantClass A Common Stock | 303 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-022907 · form4.xml · nonDerivative · entry 1 TAPLIN DAVID F · CIK 0001247978 · Director · Dir. and Member of a Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,982 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 03, 2017 Filed Apr 3, 2017 20:51 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GrantClass A Common Stock | 307 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-013561 · form4.xml · nonDerivative · entry 4 TAPLIN DAVID F · CIK 0001247978 · Director · Dir. and Member of a Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,679 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 |
| February 28, 2017 Filed Apr 3, 2017 20:51 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GiftClass A Common Stock | 78 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-013561 · form4.xml · nonDerivative · entry 3 TAPLIN DAVID F · CIK 0001247978 · Director · Dir. and Member of a Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,372 F1 · price: N/A Read SEC document |
| February 06, 2017 Filed Apr 3, 2017 20:51 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GiftClass A Common Stock | 358 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-013561 · form4.xml · nonDerivative · entry 2 TAPLIN DAVID F · CIK 0001247978 · Director · Dir. and Member of a Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,450 F1 · price: N/A Read SEC document |
| February 06, 2017 Filed Apr 3, 2017 20:51 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GiftClass A Common Stock | 22 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-013561 · form4.xml · nonDerivative · entry 1 TAPLIN DAVID F · CIK 0001247978 · Director · Dir. and Member of a Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,808 F1 · price: N/A Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 22:13 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GrantClass A Common Stock | 243 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-001131 · form4.xml · nonDerivative · entry 2 TAPLIN DAVID F · CIK 0001247978 · Director · Dir. and Member of a Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,830 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 |
| November 15, 2016 Filed Jan 5, 2017 22:13 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GiftClass A Common Stock | 58 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-001131 · form4.xml · nonDerivative · entry 1 TAPLIN DAVID F · CIK 0001247978 · Director · Dir. and Member of a Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,587 F1 · price: N/A Read SEC document |
| October 03, 2016 Filed Oct 5, 2016 21:17 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GrantClass A Common Stock | 326 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-16-064386 · form4.xml · nonDerivative · entry 1 TAPLIN DAVID F · CIK 0001247978 · Director · Dir. and Member of a Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,645 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, 2015 Filed Feb 13, 2019 19:46 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-005593 · form5.xml · nonDerivative · entry 6 TAPLIN DAVID F · CIK 0001247978 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Co-Trustee of Revocable Trust held for step-mother Disclosed balance after: 0 F1 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| May 06, 2015 Filed Feb 13, 2019 19:46 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-005593 · form5.xml · nonDerivative · entry 3 TAPLIN DAVID F · CIK 0001247978 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Co-Trustee of Revocable Trust held for step-mother Disclosed balance after: 0 F1 · ownership.nature: Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| May 06, 2015 Filed Feb 13, 2019 19:46 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-005593 · form5.xml · nonDerivative · entry 2 TAPLIN DAVID F · CIK 0001247978 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,650 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.