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 | March 03, 2023 | March 06, 2023 |
| Hamilton Beach Brands Holding CoHBB · Entity 5625 | Member of a Group | December 09, 2024 | December 10, 2024 |
| NACCO INDUSTRIES INCNC · Entity 5896 | Member of a group | August 17, 2018 | August 20, 2018 |
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 March 03, 2023 · Filed March 06, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 8,500 |
Reported balance
After 2023-03-03 transaction · row 1
1 source rowRow 1 · 2023-03-03 · Sale · Disposed 1,500 · Balance 8,500 |
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 | 15,100 |
Reported balance
After 2024-12-09 transaction · row 1
1 source rowRow 1 · 2024-12-09 · Other · Acquired 8,550 · Balance 15,100 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 | 0 |
Reported balance
After 2024-12-09 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-12-09 · Other · Disposed 8,550 · Balance 0 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. |
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 August 17, 2018 · Filed August 20, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 7,550 |
Reported balance
After 2018-08-17 transaction · row 1
1 source rowRow 1 · 2018-08-17 · Sale · Disposed 1,000 · Balance 7,550 |
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 20:10 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass B Common Stock · Derivative | 8,550 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-028994 · form4.xml · derivative · entry 2 KELLY MARTHA S · CIK 0001247919 · Member of a Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 8,550 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 20:10 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass A Common Stock | 8,550 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-028994 · form4.xml · nonDerivative · entry 1 KELLY MARTHA S · CIK 0001247919 · Member of a Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,100 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 |
| March 03, 2023 Filed Mar 6, 2023 19:29 UTC | HYSTER-YALE, INC. HY · Entity 5370 | SaleClass A Common Stock | 1,500 | $45.72 | $68,580.00 |
DisclosureSEC source: 0001127602-23-009012 · form4.xml · nonDerivative · entry 1 KELLY MARTHA S · CIK 0001247919 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,500 Read SEC document |
| March 09, 2021 Filed Mar 11, 2021 19:56 UTC | HYSTER-YALE, INC. HY · Entity 5370 | SaleClass A Common Stock | 2,420 | $91.71 | $221,938.20 |
DisclosureSEC source: 0001127602-21-010200 · form4.xml · nonDerivative · entry 2 KELLY MARTHA S · CIK 0001247919 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 F1 · price: This transaction was executed in multiple trades at prices ranging from $91.09 to $92.04. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| March 09, 2021 Filed Mar 11, 2021 19:56 UTC | HYSTER-YALE, INC. HY · Entity 5370 | SaleClass A Common Stock | 80 | $90.99 | $7,279.20 |
DisclosureSEC source: 0001127602-21-010200 · form4.xml · nonDerivative · entry 1 KELLY MARTHA S · CIK 0001247919 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,420 Read SEC document |
| November 06, 2020 Filed Nov 10, 2020 19:34 UTC | HYSTER-YALE, INC. HY · Entity 5370 | SaleClass A Common Stock | 2,500 | $49.63 | $124,075.00 |
DisclosureSEC source: 0001127602-20-028597 · form4.xml · nonDerivative · entry 1 KELLY MARTHA S · CIK 0001247919 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,500 F1 · price: Share price represents average price between $49.20 and $49.94 Read SEC document |
| August 26, 2019 Filed Aug 27, 2019 19:50 UTC | HYSTER-YALE, INC. HY · Entity 5370 | SaleClass A Common Stock | 2,100 | $53.99 | $113,379.00 |
DisclosureSEC source: 0001127602-19-027444 · form4.xml · nonDerivative · entry 1 KELLY MARTHA S · CIK 0001247919 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 F1 · price: Share Price represents average price between $53.67 and $54.57. Read SEC document |
| August 17, 2018 Filed Aug 20, 2018 20:36 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | SaleClass A Common Stock | 1,000 | $34.63 | $34,630.00 |
DisclosureSEC source: 0001127602-18-025799 · form4.xml · nonDerivative · entry 1 KELLY MARTHA S · CIK 0001247919 · Member of a group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,550 Read SEC document |
| August 17, 2018 Filed Aug 20, 2018 14:55 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | SaleClass A Common Stock | 2,000 | $25.79 | $51,577.00 |
DisclosureSEC source: 0001127602-18-025752 · form4.xml · nonDerivative · entry 1 KELLY MARTHA S · CIK 0001247919 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,550 Read SEC document |
| November 30, 2016 Filed Dec 1, 2016 23:46 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | SaleClass A Common Stock | 84 | $95.90 | $8,055.60 |
DisclosureSEC source: 0001127602-16-068855 · form4.xml · nonDerivative · entry 9 KELLY MARTHA S · CIK 0001247919 · Member of a group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,550 Read SEC document |
| November 30, 2016 Filed Dec 1, 2016 23:46 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | SaleClass A Common Stock | 100 | $95.90 | $9,590.00 |
DisclosureSEC source: 0001127602-16-068855 · form4.xml · nonDerivative · entry 8 KELLY MARTHA S · CIK 0001247919 · Member of a group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,634 Read SEC document |
| November 30, 2016 Filed Dec 1, 2016 23:46 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | SaleClass A Common Stock | 4 | $96.00 | $384.00 |
DisclosureSEC source: 0001127602-16-068855 · form4.xml · nonDerivative · entry 7 KELLY MARTHA S · CIK 0001247919 · Member of a group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,734 Read SEC document |
| November 30, 2016 Filed Dec 1, 2016 23:46 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | SaleClass A Common Stock | 100 | $96.10 | $9,610.00 |
DisclosureSEC source: 0001127602-16-068855 · form4.xml · nonDerivative · entry 6 KELLY MARTHA S · CIK 0001247919 · Member of a group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,738 Read SEC document |
| November 30, 2016 Filed Dec 1, 2016 23:46 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | SaleClass A Common Stock | 1 | $96.30 | $96.30 |
DisclosureSEC source: 0001127602-16-068855 · form4.xml · nonDerivative · entry 5 KELLY MARTHA S · CIK 0001247919 · Member of a group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,838 Read SEC document |
| November 30, 2016 Filed Dec 1, 2016 23:46 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | SaleClass A Common Stock | 1 | $95.90 | $95.90 |
DisclosureSEC source: 0001127602-16-068855 · form4.xml · nonDerivative · entry 4 KELLY MARTHA S · CIK 0001247919 · Member of a group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,839 Read SEC document |
| November 30, 2016 Filed Dec 1, 2016 23:46 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | SaleClass A Common Stock | 14 | $96.20 | $1,346.80 |
DisclosureSEC source: 0001127602-16-068855 · form4.xml · nonDerivative · entry 3 KELLY MARTHA S · CIK 0001247919 · Member of a group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,840 Read SEC document |
| November 30, 2016 Filed Dec 1, 2016 23:46 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | SaleClass A Common Stock | 65 | $95.90 | $6,233.50 |
DisclosureSEC source: 0001127602-16-068855 · form4.xml · nonDerivative · entry 2 KELLY MARTHA S · CIK 0001247919 · Member of a group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,854 Read SEC document |
| November 30, 2016 Filed Dec 1, 2016 23:46 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | SaleClass A Common Stock | 81 | $96.30 | $7,800.30 |
DisclosureSEC source: 0001127602-16-068855 · form4.xml · nonDerivative · entry 1 KELLY MARTHA S · CIK 0001247919 · Member of a group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,919 Read SEC document |
| November 30, 2016 Filed Dec 1, 2016 21:36 UTC | HYSTER-YALE, INC. HY · Entity 5370 | SaleClass A Common Stock | 900 | $64.79 | $58,315.32 |
DisclosureSEC source: 0001127602-16-068833 · form4.xml · nonDerivative · entry 1 KELLY MARTHA S · CIK 0001247919 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,100 F1 · price: Average Block 1- Share Price represents average price between $64.67 and $65.10 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.