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 | December 06, 2024 | December 10, 2024 |
| Hamilton Beach Brands Holding CoHBB · Entity 5625 | Member of a Group | June 03, 2022 | June 06, 2022 |
| NACCO INDUSTRIES INCNC · Entity 5896 | Member of a group | December 06, 2024 | December 10, 2024 |
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 December 06, 2024 · Filed December 10, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectHeld by Trust for the benefit of Reporting Person. | 0 |
Reported balance
After 2024-12-06 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2024-12-06 · Gift · Disposed 747 · Balance 0 |
Hamilton Beach Brands Holding Co
Report date June 03, 2022 · Filed June 06, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectHeld in Trust for the benefit of Reporting Person | 11,076 |
Reported balance
After 2022-06-03 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2022-06-03 · Other · Acquired 11,076 · Balance 11,076 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 | IndirectHeld in Trust for the benefit of Reporting Person | 0 |
Reported balance
After 2022-06-03 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-06-03 · Other · Disposed 11,076 · 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 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
NACCO INDUSTRIES INC
Report date December 06, 2024 · Filed December 10, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectBTR Main Trust - Class A | 10,110 |
Reported balance
After 2024-12-06 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2024-12-06 · Gift · Disposed 4,203 · Balance 10,110 F1: N/A F2: Held by Trust for the benefit of Reporting Person. |
Filing footnotes · ownership attribution and instrument terms
F1: N/A
F2: Held by Trust for the benefit of Reporting Person.
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 06, 2024 Filed Dec 10, 2024 17:16 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GiftClass A Common Stock | 4,203 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-028921 · form4.xml · nonDerivative · entry 1 RANKIN BRUCE T · CIK 0001248051 · Member of a group 10b5-1 filing: No plan indicated Ownership: Indirect · BTR Main Trust - Class A Disclosed balance after: 10,110 F1 · price: N/A F2 · ownership.nature: Held by Trust for the benefit of Reporting Person. Read SEC document |
| December 06, 2024 Filed Dec 10, 2024 15:44 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 747 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-028889 · form4.xml · nonDerivative · entry 1 RANKIN BRUCE T · CIK 0001248051 · Member of a Group 10b5-1 filing: No plan indicated Ownership: Indirect · Held by Trust for the benefit of Reporting Person. Disclosed balance after: 0 Read SEC document |
| June 03, 2022 Filed Jun 6, 2022 11:18 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass B Common Stock · Derivative | 11,076 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016816 · form4.xml · derivative · entry 2 RANKIN BRUCE T · CIK 0001248051 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held in Trust for the benefit of Reporting Person Disclosed balance after: 0 Underlying: Class A Common Stock · 11,076 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 29, 2017, as amended. F2 · price: N/A F2 · derivative.exercise_date: N/A F2 · derivative.expiration_date: N/A Read SEC document |
| June 03, 2022 Filed Jun 6, 2022 11:18 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass A Common Stock | 11,076 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016816 · form4.xml · nonDerivative · entry 1 RANKIN BRUCE T · CIK 0001248051 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held in Trust for the benefit of Reporting Person Disclosed balance after: 11,076 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 |
| December 30, 2021 Filed Jan 20, 2022 06:24 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass B Common Stock · Derivative | 323 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-001568 · form5.xml · derivative · entry 33 RANKIN BRUCE T · CIK 0001248051 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held in Trust for the benefit of Reporting Person Disclosed balance after: 11,076 Underlying: Class A Common Stock · 323 shares Expires not disclosed F1 · derivative.exercise_price: N/A F1 · price: N/A F1 · derivative.exercise_date: N/A F1 · derivative.expiration_date: N/A Read SEC document |
| December 30, 2021 Filed Jan 20, 2022 06:24 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass B Common Stock · Derivative | 323 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-001568 · form5.xml · derivative · entry 32 RANKIN BRUCE T · CIK 0001248051 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held in Trust for the benefit of Reporting Person Disclosed balance after: 11,076 Underlying: Class A Common Stock · 323 shares Expires not disclosed F1 · derivative.exercise_price: N/A F1 · price: N/A F1 · derivative.exercise_date: N/A F1 · derivative.expiration_date: N/A Read SEC document |
| December 30, 2021 Filed Jan 20, 2022 06:24 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass B Common Stock · Derivative | 323 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-001568 · form5.xml · derivative · entry 31 RANKIN BRUCE T · CIK 0001248051 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held in Trust for the benefit of Reporting Person Disclosed balance after: 11,076 Underlying: Class A Common Stock · 323 shares Expires not disclosed F1 · derivative.exercise_price: N/A F1 · price: N/A F1 · derivative.exercise_date: N/A F1 · derivative.expiration_date: N/A Read SEC document |
| December 30, 2021 Filed Jan 20, 2022 06:24 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass B Common Stock · Derivative | 324 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-001568 · form5.xml · derivative · entry 30 RANKIN BRUCE T · CIK 0001248051 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held in Trust for the benefit of Reporting Person Disclosed balance after: 11,076 Underlying: Class A Common Stock · 324 shares Expires not disclosed F1 · derivative.exercise_price: N/A F1 · price: N/A F1 · derivative.exercise_date: N/A F1 · derivative.expiration_date: N/A Read SEC document |
| December 30, 2021 Filed Jan 20, 2022 06:24 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass B Common Stock · Derivative | 324 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-001568 · form5.xml · derivative · entry 29 RANKIN BRUCE T · CIK 0001248051 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held in Trust for the benefit of Reporting Person Disclosed balance after: 11,076 Underlying: Class A Common Stock · 324 shares Expires not disclosed F1 · derivative.exercise_price: N/A F1 · price: N/A F1 · derivative.exercise_date: N/A F1 · derivative.expiration_date: N/A Read SEC document |
| December 30, 2021 Filed Jan 20, 2022 06:24 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass B Common Stock · Derivative | 324 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-001568 · form5.xml · derivative · entry 28 RANKIN BRUCE T · CIK 0001248051 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held in Trust for the benefit of Reporting Person Disclosed balance after: 11,076 Underlying: Class A Common Stock · 324 shares Expires not disclosed F1 · derivative.exercise_price: N/A F1 · price: N/A F1 · derivative.exercise_date: N/A F1 · derivative.expiration_date: N/A Read SEC document |
| December 30, 2021 Filed Jan 20, 2022 06:24 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass B Common Stock · Derivative | 324 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-001568 · form5.xml · derivative · entry 27 RANKIN BRUCE T · CIK 0001248051 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held in Trust for the benefit of Reporting Person Disclosed balance after: 11,076 Underlying: Class A Common Stock · 324 shares Expires not disclosed F1 · derivative.exercise_price: N/A F1 · price: N/A F1 · derivative.exercise_date: N/A F1 · derivative.expiration_date: N/A Read SEC document |
| December 30, 2021 Filed Jan 20, 2022 06:24 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass B Common Stock · Derivative | 324 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-001568 · form5.xml · derivative · entry 26 RANKIN BRUCE T · CIK 0001248051 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held in Trust for the benefit of Reporting Person Disclosed balance after: 11,076 Underlying: Class A Common Stock · 324 shares Expires not disclosed F1 · derivative.exercise_price: N/A F1 · price: N/A F1 · derivative.exercise_date: N/A F1 · derivative.expiration_date: N/A Read SEC document |
| December 30, 2021 Filed Jan 20, 2022 06:24 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass B Common Stock · Derivative | 324 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-001568 · form5.xml · derivative · entry 25 RANKIN BRUCE T · CIK 0001248051 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held in Trust for the benefit of Reporting Person Disclosed balance after: 11,076 Underlying: Class A Common Stock · 324 shares Expires not disclosed F1 · derivative.exercise_price: N/A F1 · price: N/A F1 · derivative.exercise_date: N/A F1 · derivative.expiration_date: N/A Read SEC document |
| December 30, 2021 Filed Jan 20, 2022 06:24 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass B Common Stock · Derivative | 324 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-001568 · form5.xml · derivative · entry 24 RANKIN BRUCE T · CIK 0001248051 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held in Trust for the benefit of Reporting Person Disclosed balance after: 11,076 Underlying: Class A Common Stock · 324 shares Expires not disclosed F1 · derivative.exercise_price: N/A F1 · price: N/A F1 · derivative.exercise_date: N/A F1 · derivative.expiration_date: N/A Read SEC document |
| December 30, 2021 Filed Jan 20, 2022 06:24 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass A Common Stock | 457 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-001568 · form5.xml · nonDerivative · entry 20 RANKIN BRUCE T · CIK 0001248051 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held in Trust for the benefit of Reporting Person Disclosed balance after: 0 F1 · price: N/A Read SEC document |
| December 30, 2021 Filed Jan 20, 2022 06:24 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass A Common Stock | 457 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-001568 · form5.xml · nonDerivative · entry 19 RANKIN BRUCE T · CIK 0001248051 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held in Trust for the benefit of Reporting Person Disclosed balance after: 0 F1 · price: N/A Read SEC document |
| December 30, 2021 Filed Jan 20, 2022 06:24 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass A Common Stock | 457 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-001568 · form5.xml · nonDerivative · entry 18 RANKIN BRUCE T · CIK 0001248051 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held in Trust for the benefit of Reporting Person Disclosed balance after: 0 F1 · price: N/A Read SEC document |
| December 30, 2021 Filed Jan 20, 2022 06:24 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass A Common Stock | 456 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-001568 · form5.xml · nonDerivative · entry 17 RANKIN BRUCE T · CIK 0001248051 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held in Trust for the benefit of Reporting Person Disclosed balance after: 0 F1 · price: N/A Read SEC document |
| December 30, 2021 Filed Jan 20, 2022 06:24 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass A Common Stock | 456 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-001568 · form5.xml · nonDerivative · entry 16 RANKIN BRUCE T · CIK 0001248051 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held in Trust for the benefit of Reporting Person Disclosed balance after: 0 F1 · price: N/A Read SEC document |
| December 30, 2021 Filed Jan 20, 2022 06:24 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass A Common Stock | 456 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-001568 · form5.xml · nonDerivative · entry 15 RANKIN BRUCE T · CIK 0001248051 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held in Trust for the benefit of Reporting Person Disclosed balance after: 0 F1 · price: N/A Read SEC document |
| December 30, 2021 Filed Jan 20, 2022 06:24 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass A Common Stock | 456 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-001568 · form5.xml · nonDerivative · entry 14 RANKIN BRUCE T · CIK 0001248051 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held in Trust for the benefit of Reporting Person Disclosed balance after: 0 F1 · price: N/A Read SEC document |
| December 30, 2021 Filed Jan 20, 2022 06:24 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass A Common Stock | 456 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-001568 · form5.xml · nonDerivative · entry 13 RANKIN BRUCE T · CIK 0001248051 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held in Trust for the benefit of Reporting Person Disclosed balance after: 0 F1 · price: N/A Read SEC document |
| December 30, 2021 Filed Jan 20, 2022 06:24 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass A Common Stock | 456 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-001568 · form5.xml · nonDerivative · entry 12 RANKIN BRUCE T · CIK 0001248051 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held in Trust for the benefit of Reporting Person Disclosed balance after: 0 F1 · price: N/A Read SEC document |
| December 30, 2021 Filed Jan 20, 2022 06:24 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass A Common Stock | 456 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-001568 · form5.xml · nonDerivative · entry 11 RANKIN BRUCE T · CIK 0001248051 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held in Trust for the benefit of Reporting Person Disclosed balance after: 0 F1 · price: N/A Read SEC document |
| December 30, 2021 Filed Jan 20, 2022 06:24 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass A Common Stock | 975 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-001568 · form5.xml · nonDerivative · entry 10 RANKIN BRUCE T · CIK 0001248051 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held in Trust for the benefit of Reporting Person Disclosed balance after: 0 F1 · price: N/A Read SEC document |
| December 30, 2021 Filed Jan 20, 2022 06:24 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass A Common Stock | 975 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-001568 · form5.xml · nonDerivative · entry 9 RANKIN BRUCE T · CIK 0001248051 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held in Trust for the benefit of Reporting Person Disclosed balance after: 0 F1 · price: N/A Read SEC document |
| December 30, 2021 Filed Jan 20, 2022 06:24 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass A Common Stock | 975 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-001568 · form5.xml · nonDerivative · entry 8 RANKIN BRUCE T · CIK 0001248051 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held in Trust for the benefit of Reporting Person Disclosed balance after: 0 F1 · price: N/A Read SEC document |
| December 30, 2021 Filed Jan 20, 2022 06:24 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass A Common Stock | 975 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-001568 · form5.xml · nonDerivative · entry 7 RANKIN BRUCE T · CIK 0001248051 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held in Trust for the benefit of Reporting Person Disclosed balance after: 0 F1 · price: N/A Read SEC document |
| December 30, 2021 Filed Jan 20, 2022 06:24 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass A Common Stock | 975 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-001568 · form5.xml · nonDerivative · entry 6 RANKIN BRUCE T · CIK 0001248051 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held in Trust for the benefit of Reporting Person Disclosed balance after: 0 F1 · price: N/A Read SEC document |
| December 30, 2021 Filed Jan 20, 2022 06:24 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass A Common Stock | 975 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-001568 · form5.xml · nonDerivative · entry 5 RANKIN BRUCE T · CIK 0001248051 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held in Trust for the benefit of Reporting Person Disclosed balance after: 0 F1 · price: N/A Read SEC document |
| December 30, 2021 Filed Jan 20, 2022 06:24 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass A Common Stock | 975 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-001568 · form5.xml · nonDerivative · entry 4 RANKIN BRUCE T · CIK 0001248051 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held in Trust for the benefit of Reporting Person Disclosed balance after: 0 F1 · price: N/A Read SEC document |
| December 30, 2021 Filed Jan 20, 2022 06:24 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass A Common Stock | 975 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-001568 · form5.xml · nonDerivative · entry 3 RANKIN BRUCE T · CIK 0001248051 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held in Trust for the benefit of Reporting Person Disclosed balance after: 0 F1 · price: N/A Read SEC document |
| December 30, 2021 Filed Jan 20, 2022 06:24 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass A Common Stock | 975 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-001568 · form5.xml · nonDerivative · entry 2 RANKIN BRUCE T · CIK 0001248051 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held in Trust for the benefit of Reporting Person Disclosed balance after: 0 F1 · price: N/A Read SEC document |
| December 30, 2021 Filed Jan 20, 2022 06:24 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass A Common Stock | 975 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-001568 · form5.xml · nonDerivative · entry 1 RANKIN BRUCE T · CIK 0001248051 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held in Trust for the benefit of Reporting Person Disclosed balance after: 0 F1 · price: N/A Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 20:09 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass B Common Stock · Derivative | 747 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031312 · form4.xml · derivative · entry 2 RANKIN BRUCE T · CIK 0001248051 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Trust for the benefit of Reporting Person. Disclosed balance after: 0 Underlying: Class A Common Stock · 747 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 |
| December 15, 2021 Filed Dec 17, 2021 20:09 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 747 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031312 · form4.xml · nonDerivative · entry 1 RANKIN BRUCE T · CIK 0001248051 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Trust for the benefit of Reporting Person. Disclosed balance after: 747 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 |
| January 22, 2021 Filed Jan 26, 2021 20:01 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | SaleClass B Common Stock · Derivative | 59,675 | $15.19 Strike: $0.00 | $906,218.58 |
DisclosureSEC source: 0001127602-21-002566 · form4.xml · derivative · entry 14 RANKIN BRUCE T · CIK 0001248051 · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · BTR - RAIV Disclosed balance after: 0 Underlying: Class A Common Stock · 59,675 shares Expires not disclosed F7 · kind: BTR RAIV -- The shares conveyed in this transaction are part of a group of shares conveyed in exchange for a series of promissory notes each in the principal amount of $890,720.11 plus interest which will accrue at a rate of 0.52% per annum, the principal amount of which indebtedness will be due and owing on January 21, 2030 and the accrued interest will be due and owing annually during the term. These transactions were executed as part of multi-generational estate planning by and among members of the Rankin family. F4 · derivative.exercise_date: N/A F4 · derivative.expiration_date: N/A F8 · ownership.nature: RA4-Represents the Reporting Person's proportionate limited partnership interest in shares of Rankin Associates IV, L.P. Read SEC document |
| January 22, 2021 Filed Jan 26, 2021 20:01 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | SaleClass B Common Stock · Derivative | 6,677 | $15.19 | $101,396.25 |
DisclosureSEC source: 0001127602-21-002566 · form4.xml · derivative · entry 13 RANKIN BRUCE T · CIK 0001248051 · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · BTR - RA1 Disclosed balance after: 0 Underlying: Class A Common Stock · 6,677 shares Expires not disclosed F4 · derivative.exercise_price: N/A F6 · kind: BTR RAI -- The shares conveyed in this transaction are part of a group of shares conveyed in exchange for a series of promissory notes each in the principal amount of $99,671.39 plus interest which will accrue at a rate of 0.52% per annum, the principal amount of which indebtedness will be due and owing on January 21, 2030 and the accrued interest will be due and owing annually during the term. These transactions were executed as part of multi-generational estate planning by and among members of the Rankin family. F4 · derivative.exercise_date: N/A F4 · derivative.expiration_date: N/A F5 · ownership.nature: Represents the proportionate limited partnership interest in shares held by Rankin Associates I, L.P., which is held in a trust for the benefit of Bruce T. Rankin. Read SEC document |
| January 22, 2021 Filed Jan 26, 2021 20:01 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | SaleClass A Common Stock | 21,916 | $15.19 | $332,814.18 |
DisclosureSEC source: 0001127602-21-002566 · form4.xml · nonDerivative · entry 1 RANKIN BRUCE T · CIK 0001248051 · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · BTR - MAIN TRUST RAII Disclosed balance after: 0 F1 · kind: BTR RAII -- The shares conveyed in this transaction are part of a group of shares conveyed in exchange for a series of promissory notes each in the principal amount of $327,007.89 plus interest which will accrue at a rate of 0.52% per annum, the principal amount of which indebtedness will be due and owing on January 21, 2030 and the accrued interest will be due and owing annually during the term. These transactions were executed as part of multi-generational estate planning by and among members of the Rankin family. F2 · ownership.nature: Represents the Reporting Person's proportionate limited partnership interests in shares held by Rankin Associates II, L.P., which is held in a trust for the benefit of Bruce T. Rankin. Reporting Person's brother serves as the Trustee of the Trust. Read SEC document |
| January 22, 2021 Filed Jan 26, 2021 21:26 UTC | HYSTER-YALE, INC. HY · Entity 5370 | SaleClass B Common Stock · Derivative | 73,166 | $55.50 | $4,060,713.00 |
DisclosureSEC source: 0001127602-21-002594 · form4.xml · derivative · entry 11 RANKIN BRUCE T · CIK 0001248051 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · proportionate limited partnership interest in shares of Rankin Assicates IV, L.P held in trust Disclosed balance after: 0 Underlying: Class A Common Stock · 73,166 shares Expires not disclosed F5 · derivative.exercise_price: N/A F8 · kind: The shares conveyed in this transaction are part of a group of shares conveyed in exchange for a series promissory notes each in the principal amount of $890,720.11 plus interest which will accrue at a rate of 0.52% per annum, the principal amount of which indebtedness will be due and owing on January 21, 2030 and the accrued interest will be due and owing annually during the term. These transactions were executed as part of multi-generational estate planning by and among by members of the Rankin family. F5 · derivative.exercise_date: N/A F5 · derivative.expiration_date: N/A Read SEC document |
| January 22, 2021 Filed Jan 26, 2021 21:26 UTC | HYSTER-YALE, INC. HY · Entity 5370 | SaleClass B Common Stock · Derivative | 21,916 | $55.50 | $1,216,338.00 |
DisclosureSEC source: 0001127602-21-002594 · form4.xml · derivative · entry 10 RANKIN BRUCE T · CIK 0001248051 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · proportionate limited partnership interests in shares held by RA II, L.P., held in a trust Disclosed balance after: 0 Underlying: Class A Common Stock · 21,916 shares Expires not disclosed F5 · derivative.exercise_price: N/A F7 · kind: The shares conveyed in this transaction are part of a group of shares conveyed in exchange for a series of promissory notes each in the principal amount of $327,007.89 plus interest which will accrue at a rate of 0.52% per annum, the principal amount of which indebtedness will be due and owing on January 21, 2030 and the accrued interest will be due and owing annually during the term. These transactions were executed as part of multi-generational estate planning by and among by members of the Rankin family. F5 · derivative.exercise_date: N/A F5 · derivative.expiration_date: N/A Read SEC document |
| January 22, 2021 Filed Jan 26, 2021 21:26 UTC | HYSTER-YALE, INC. HY · Entity 5370 | SaleClass B Common Stock · Derivative | 8,567 | $55.50 | $475,468.50 |
DisclosureSEC source: 0001127602-21-002594 · form4.xml · derivative · entry 9 RANKIN BRUCE T · CIK 0001248051 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · proportionate limited partnership interest in shares held by Rankin Associates I, L.P held in trust Disclosed balance after: 0 Underlying: Class A Common Stock · 8,567 shares Expires not disclosed F5 · derivative.exercise_price: N/A F6 · kind: The shares conveyed in this transaction are part of a group of shares conveyed in exchange for a series of promissory notes each in the principal amount of $99,671.39 plus interest which will accrue at a rate of 0.52% per annum, the principal amount of which indebtedness will be due and owing on January 21, 2030 and the accrued interest will be due and owing annually during the term. These transactions were executed as part of multi-generational estate planning by and among by members of the Rankin family. F5 · derivative.exercise_date: N/A F5 · derivative.expiration_date: N/A Read SEC document |
| January 22, 2021 Filed Jan 26, 2021 21:26 UTC | HYSTER-YALE, INC. HY · Entity 5370 | SaleClass A Common Stock | 636 | $55.50 | $35,298.00 |
DisclosureSEC source: 0001127602-21-002594 · form4.xml · nonDerivative · entry 5 RANKIN BRUCE T · CIK 0001248051 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate interest in shares held by Rankin Associates VI Disclosed balance after: 0 F4 · kind: The shares conveyed in this transaction are part of a group of shares conveyed in exchange for a series of ten promissory notes each in the principal amount of $3,521.90 plus interest which will accrue at a rate of 0.52% per annum, the principal amount of which indebtedness will be due and owing on January 21, 2030 and the accrued interest will be due and owing annually during the term. These transactions were executed as part of multi-generational estate planning by and among by members of the Rankin family. Read SEC document |
| January 22, 2021 Filed Jan 26, 2021 21:26 UTC | HYSTER-YALE, INC. HY · Entity 5370 | SaleClass A Common Stock | 46,182 | $55.50 | $2,563,101.00 |
DisclosureSEC source: 0001127602-21-002594 · form4.xml · nonDerivative · entry 4 RANKIN BRUCE T · CIK 0001248051 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · proportionate limited partnership interest in shares of Rankin Associates IV, L.P held in trust Disclosed balance after: 0 F3 · kind: The shares conveyed in this transaction are part of a group of shares conveyed in exchange for a series promissory notes each in the principal amount of $890,720.11 plus interest which will accrue at a rate of 0.52% per annum, the principal amount of which indebtedness will be due and owing on January 21, 2030 and the accrued interest will be due and owing annually during the term. These transactions were executed as part of multi-generational estate planning by and among by members of the Rankin family. Read SEC document |
| January 22, 2021 Filed Jan 26, 2021 21:26 UTC | HYSTER-YALE, INC. HY · Entity 5370 | SaleClass A Common Stock | 21,916 | $55.50 | $1,216,338.00 |
DisclosureSEC source: 0001127602-21-002594 · form4.xml · nonDerivative · entry 3 RANKIN BRUCE T · CIK 0001248051 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · proportionate limited partnership interests in shares held by RA II, L.P., held in a trust Disclosed balance after: 0 F2 · kind: The shares conveyed in this transaction are part of a group of shares conveyed in exchange for a series of promissory notes each in the principal amount of $327,007.89 plus interest which will accrue at a rate of 0.52% per annum, the principal amount of which indebtedness will be due and owing on January 21, 2030 and the accrued interest will be due and owing annually during the term. These transactions were executed as part of multi-generational estate planning by and among by members of the Rankin family. Read SEC document |
| January 22, 2021 Filed Jan 26, 2021 21:26 UTC | HYSTER-YALE, INC. HY · Entity 5370 | SaleClass A Common Stock | 4,784 | $55.50 | $265,512.00 |
DisclosureSEC source: 0001127602-21-002594 · form4.xml · nonDerivative · entry 2 RANKIN BRUCE T · CIK 0001248051 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · proportionate limited partnership interest in shares held by Rankin Associates I, L.P held in trust Disclosed balance after: 0 F1 · kind: The shares conveyed in this transaction are part of a group of shares conveyed in exchange for a series of promissory notes each in the principal amount of $99,671.39 plus interest which will accrue at a rate of 0.52% per annum, the principal amount of which indebtedness will be due and owing on January 21, 2030 and the accrued interest will be due and owing annually during the term. These transactions were executed as part of multi-generational estate planning by and among by members of the Rankin family. Read SEC document |
| January 22, 2021 Filed Jan 26, 2021 18:10 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | SaleClass B Common Stock · Derivative | 59,675 | $11.53 | $688,291.45 |
DisclosureSEC source: 0001127602-21-002503 · form4.xml · derivative · entry 7 RANKIN BRUCE T · CIK 0001248051 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate limited partnership interest in shares held by Rankin Associates IV, L.P. Disclosed balance after: 0 Underlying: Class A Common Stock · 59,675 shares Expires not disclosed F7 · derivative.exercise_price: N/A F5 · price: The shares conveyed in this transaction are part of a group of shares conveyed in exchange for a series promissory notes each in the principal amount of $890,720.11 plus interest which will accrue at a rate of 0.52% per annum, the principal amount of which indebtedness will be due and owing on January 21, 2030 and the accrued interest will be due and owing annually during the term. These transactions were executed as part of multi-generational estate planning by and among by members of the Rankin family. F7 · derivative.exercise_date: N/A F7 · derivative.expiration_date: N/A F6 · ownership.nature: Represents the proportionate limited partnership interest in shares held by Rankin Associates IV, L.P., which is held in a trust for the benefit of the Reporting Person. Read SEC document |
| January 22, 2021 Filed Jan 26, 2021 18:10 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | SaleClass B Common Stock · Derivative | 21,916 | $11.53 | $252,779.14 |
DisclosureSEC source: 0001127602-21-002503 · form4.xml · derivative · entry 6 RANKIN BRUCE T · CIK 0001248051 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate limited partnership interest in shares held by Rankin Associates II, L.P. Disclosed balance after: 0 Underlying: Class A Common Stock · 21,916 shares Expires not disclosed F7 · derivative.exercise_price: N/A F3 · price: The shares conveyed in this transaction are part of a group of shares conveyed in exchange for a series of promissory notes each in the principal amount of $327,007.89 plus interest which will accrue at a rate of 0.52% per annum, the principal amount of which indebtedness will be due and owing on January 21, 2030 and the accrued interest will be due and owing annually during the term. These transactions were executed as part of multi-generational estate planning by and among by members of the Rankin family. F7 · derivative.exercise_date: N/A F7 · derivative.expiration_date: N/A F4 · ownership.nature: Represents the proportionate limited partnership interest in shares held by Rankin Associates II, L.P., which is held in a trust for the benefit of the Reporting Person. Read SEC document |
| January 22, 2021 Filed Jan 26, 2021 18:10 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | SaleClass B Common Stock · Derivative | 6,677 | $11.53 | $77,012.52 |
DisclosureSEC source: 0001127602-21-002503 · form4.xml · derivative · entry 5 RANKIN BRUCE T · CIK 0001248051 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate limited partnership interest in shares held by Rankin Associates I, L.P. Disclosed balance after: 0 Underlying: Class A Common Stock · 6,677 shares Expires not disclosed F7 · derivative.exercise_price: N/A F1 · price: The shares conveyed in this transaction are part of a group of shares conveyed in exchange for a series of promissory notes each in the principal amount of $99,671.39 plus interest which will accrue at a rate of 0.52% per annum, the principal amount of which indebtedness will be due and owing on January 21, 2030 and the accrued interest will be due and owing annually during the term. These transactions were executed as part of multi-generational estate planning by and among by members of the Rankin family. F7 · derivative.exercise_date: N/A F7 · derivative.expiration_date: N/A F2 · ownership.nature: Represents the proportionate limited partnership interest in shares held by Rankin Associates I, L.P., which is held in a trust for the benefit of the Reporting Person. Read SEC document |
| January 22, 2021 Filed Jan 26, 2021 18:10 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | SaleClass A Common Stock | 59,675 | $11.53 | $688,291.45 |
DisclosureSEC source: 0001127602-21-002503 · form4.xml · nonDerivative · entry 3 RANKIN BRUCE T · CIK 0001248051 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate limited partnership interest in shares held by Rankin Associates IV, L.P. Disclosed balance after: 0 F5 · price: The shares conveyed in this transaction are part of a group of shares conveyed in exchange for a series promissory notes each in the principal amount of $890,720.11 plus interest which will accrue at a rate of 0.52% per annum, the principal amount of which indebtedness will be due and owing on January 21, 2030 and the accrued interest will be due and owing annually during the term. These transactions were executed as part of multi-generational estate planning by and among by members of the Rankin family. F6 · ownership.nature: Represents the proportionate limited partnership interest in shares held by Rankin Associates IV, L.P., which is held in a trust for the benefit of the Reporting Person. 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.