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 15, 2023 | September 19, 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 | 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 15, 2023 · Filed September 19, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 65,848 |
Reported balance
After 2023-09-15 transaction · row 1
1 source rowRow 1 · 2023-09-15 · Other · Acquired 30,552 · Balance 65,848 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 | 0 |
Reported balance
After 2023-09-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-09-15 · Other · Disposed 30,552 · Balance 0 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 | IndirectNgaio T Lowry Trust U/A Dtd 08/26/1998 FBO of Jennifer T Jerome. | 100 |
Reported balance
Holding disclosure · report date 2023-09-15 · 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 of Jennifer T Jerome. | 100 |
Reported balance
Holding disclosure · report date 2023-09-15 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 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 | 65,513.8553 |
Reported balance
After 2024-12-09 transaction · row 1
1 source rowRow 1 · 2024-12-09 · Other · Acquired 32,552 · Balance 65,513.8553 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 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2024-12-09 · Other · Disposed 32,552 · 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. |
| Class A Common StockSEC Table I · non-derivative | IndirectNgaio T Lowry Trust U/A Dtd 08/26/1998 FBO of Jennifer T Jerome. | 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 of Jennifer T Jerome. | 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 | 32,883 |
Reported balance
After 2023-09-15 transaction · row 1
1 source rowRow 1 · 2023-09-15 · Other · Acquired 11,333 · Balance 32,883 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 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-09-15 · Other · Disposed 11,333 · 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. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust2 | 100 |
Reported balance
Holding disclosure · report date 2023-09-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 100 F3: Ngaio T Lowry Trust U/A Dtd 08/26/1998 FBO of Jennifer T Jerome. |
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
F3: Ngaio T Lowry Trust U/A Dtd 08/26/1998 FBO of Jennifer T Jerome.
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 | 32,552 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-028993 · form4.xml · derivative · entry 4 JEROME JENNIFER T · CIK 0001247918 · Member of a Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 32,552 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 | 32,552 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-028993 · form4.xml · nonDerivative · entry 1 JEROME JENNIFER T · CIK 0001247918 · Member of a Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,513.8553 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 15:58 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | OtherClass B Common Stock · Derivative | 11,333 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001127602-23-024382 · form4.xml · derivative · entry 3 JEROME JENNIFER T · CIK 0001247918 · Member of a group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 11,333 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 15:58 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | OtherClass A Common Stock | 11,333 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-024382 · form4.xml · nonDerivative · entry 1 JEROME JENNIFER T · CIK 0001247918 · Member of a group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,883 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 15:33 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass B Common Stock · Derivative | 30,552 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-024359 · form4.xml · derivative · entry 3 JEROME JENNIFER T · CIK 0001247918 · Member of a Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 30,552 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 15:33 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 30,552 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-024359 · form4.xml · nonDerivative · entry 1 JEROME JENNIFER T · CIK 0001247918 · Member of a Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,848 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 |
| December 16, 2019 Filed Feb 13, 2020 19:35 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | PurchaseClass A Common Stock | 104.3053 | $18.57 | $1,936.95 |
DisclosureSEC source: 0001127602-20-005216 · form5.xml · nonDerivative · entry 3 JEROME JENNIFER T · CIK 0001247918 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,961.8553 F3 · kind: Represents shares acquired as a result of an automatic default enabling broker to purchase shares with dividends paid. Read SEC document |
| December 16, 2019 Filed Feb 14, 2020 18:52 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | PurchaseClass A Common Stock | 82 | $49.77 | $4,081.14 |
DisclosureSEC source: 0001127602-20-005563 · form5.xml · nonDerivative · entry 3 JEROME JENNIFER T · CIK 0001247918 · Member of a group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,550 F1 · kind: Represents shares acquired as a result of an automatic default enabling broker to purchase shares with dividends paid. Read SEC document |
| December 16, 2019 Filed Feb 14, 2020 17:32 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 174 | $64.01 | $11,137.74 |
DisclosureSEC source: 0001127602-20-005483 · form5.xml · nonDerivative · entry 2 JEROME JENNIFER T · CIK 0001247918 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,296 F2 · kind: Represents shares acquired as a result of an automatic default enabling broker to purchase shares with dividends paid. Read SEC document |
| September 16, 2019 Filed Feb 13, 2020 19:35 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | PurchaseClass A Common Stock | 119.4489 | $16.13 | $1,926.71 |
DisclosureSEC source: 0001127602-20-005216 · form5.xml · nonDerivative · entry 4 JEROME JENNIFER T · CIK 0001247918 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,961.8553 F4 · kind: Represents shares acquired as a result of an automatic default enabling broker to purchase shares with dividends paid. Read SEC document |
| September 16, 2019 Filed Feb 14, 2020 18:52 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | PurchaseClass A Common Stock | 76 | $53.35 | $4,054.60 |
DisclosureSEC source: 0001127602-20-005563 · form5.xml · nonDerivative · entry 4 JEROME JENNIFER T · CIK 0001247918 · Member of a group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,550 F1 · kind: Represents shares acquired as a result of an automatic default enabling broker to purchase shares with dividends paid. Read SEC document |
| September 16, 2019 Filed Feb 14, 2020 17:32 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 184 | $60.16 | $11,069.44 |
DisclosureSEC source: 0001127602-20-005483 · form5.xml · nonDerivative · entry 4 JEROME JENNIFER T · CIK 0001247918 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,296 F4 · kind: Represents shares acquired as a result of an automatic default enabling broker to purchase shares with dividends paid. Read SEC document |
| June 17, 2019 Filed Feb 13, 2020 19:35 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | PurchaseClass A Common Stock | 101.7686 | $18.84 | $1,917.32 |
DisclosureSEC source: 0001127602-20-005216 · form5.xml · nonDerivative · entry 1 JEROME JENNIFER T · CIK 0001247918 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,961.8553 F1 · kind: Represents shares acquired as a result of an automatic default enabling broker to purchase shares with dividends paid. Read SEC document |
| June 17, 2019 Filed Feb 14, 2020 18:52 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | PurchaseClass A Common Stock | 83 | $48.96 | $4,063.68 |
DisclosureSEC source: 0001127602-20-005563 · form5.xml · nonDerivative · entry 2 JEROME JENNIFER T · CIK 0001247918 · Member of a group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,550 F1 · kind: Represents shares acquired as a result of an automatic default enabling broker to purchase shares with dividends paid. Read SEC document |
| June 17, 2019 Filed Feb 14, 2020 17:32 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 217 | $50.72 | $11,006.24 |
DisclosureSEC source: 0001127602-20-005483 · form5.xml · nonDerivative · entry 1 JEROME JENNIFER T · CIK 0001247918 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,296 F1 · kind: Represents shares acquired as a result of an automatic default enabling broker to purchase shares with dividends paid. Read SEC document |
| March 18, 2019 Filed Feb 13, 2020 19:35 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | PurchaseClass A Common Stock | 84.3325 | $21.39 | $1,803.87 |
DisclosureSEC source: 0001127602-20-005216 · form5.xml · nonDerivative · entry 2 JEROME JENNIFER T · CIK 0001247918 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,961.8553 F2 · kind: Represents shares acquired as a result of an automatic default enabling broker to purchase shares with dividends paid. Read SEC document |
| March 18, 2019 Filed Feb 14, 2020 18:52 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | PurchaseClass A Common Stock | 90 | $38.78 | $3,490.20 |
DisclosureSEC source: 0001127602-20-005563 · form5.xml · nonDerivative · entry 1 JEROME JENNIFER T · CIK 0001247918 · Member of a group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,550 F1 · kind: Represents shares acquired as a result of an automatic default enabling broker to purchase shares with dividends paid. Read SEC document |
| March 18, 2019 Filed Feb 14, 2020 17:32 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 169 | $63.21 | $10,682.49 |
DisclosureSEC source: 0001127602-20-005483 · form5.xml · nonDerivative · entry 3 JEROME JENNIFER T · CIK 0001247918 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,296 F3 · kind: Represents shares acquired as a result of an automatic default enabling broker to purchase shares with dividends paid. 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.