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 | January 02, 2024 | January 04, 2024 |
| Hamilton Beach Brands Holding CoHBB · Entity 5625 | Member of a Group | June 07, 2024 | June 10, 2024 |
| NACCO INDUSTRIES INCNC · Entity 5896 | Member of a Group | January 02, 2024 | January 08, 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 January 02, 2024 · Filed January 04, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectHeld by Trust fbo Reporting Peron's Spouse | 382,181 |
Reported balance
After 2024-01-02 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2024-01-02 · Grant · Acquired 724 · Balance 382,181 F1: Spouse's Award-Shares of Class A Common Stock awarded to the Reporting Person's Spouse as "Required Shares" under the company's Non-Employee Directors' Equity Compensation Plan. |
| Class A Common StockSEC Table I · non-derivative | IndirectSpouse's Proportionate interest in shares held by Abigail LLC held in trust fbo reporting person | 108,844 |
Reported balance
Holding disclosure · report date 2024-01-02 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 108,844 |
| Class A Common StockSEC Table I · non-derivative | IndirectSpouse's proportionate interest in shares held by Corky LLC | 61,138 |
Reported balance
Holding disclosure · report date 2024-01-02 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 61,138 |
| Class A Common StockSEC Table I · non-derivative | Direct | 11,510 |
Reported balance
Holding disclosure · report date 2024-01-02 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 11,510 |
| Class A Common StockSEC Table I · non-derivative | IndirectSpouse is Trustee of trust. | 108,844 |
Reported balance
Holding disclosure · report date 2024-01-02 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 108,844 |
| Class A Common StockSEC Table I · non-derivative | IndirectSpouse is Trustee of trust. | 11,061 |
Reported balance
Holding disclosure · report date 2024-01-02 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 11,061 |
Filing footnotes · ownership attribution and instrument terms
F1: Spouse's Award-Shares of Class A Common Stock awarded to the Reporting Person's Spouse as "Required Shares" under the company's Non-Employee Directors' Equity Compensation Plan.
Hamilton Beach Brands Holding Co
Report date June 07, 2024 · Filed June 10, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectSpouse's Prop interest in shares held by Abigail LLC, in trust fbo the Estate of T. D. Taplin | 0 |
Reported balance
After 2024-06-07 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2024-06-07 · Gift · Disposed 37,414 · Balance 0 F1: Shares of Class A Common Stock transferred pursuant to the terms of a trust fbo the Estate of T. D. Taplin F2: N/A F3: Reporting Person disclaims beneficial ownership of all such shares. |
| Class A Common StockSEC Table I · non-derivative | IndirectProp int in shares held by Abigail LLC in The Ted Taplin Common Trst of which Rep Pers spouse is TTE | 37,414 |
Reported balance
After 2024-06-07 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2024-06-07 · Gift · Acquired 37,414 · Balance 37,414 F1: Shares of Class A Common Stock transferred pursuant to the terms of a trust fbo the Estate of T. D. Taplin F2: N/A F3: Reporting Person disclaims beneficial ownership of all such shares. |
| Class A Common StockSEC Table I · non-derivative | IndirectSpouse is Trustee of a trust for the benefit of the Estate of T.D. Taplin | 0 |
Reported balance
After 2024-06-07 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2024-06-07 · Gift · Disposed 40,566 · Balance 0 F1: Shares of Class A Common Stock transferred pursuant to the terms of a trust fbo the Estate of T. D. Taplin F4: N/A F3: Reporting Person disclaims beneficial ownership of all such shares. |
| Class A Common StockSEC Table I · non-derivative | IndirectSpouse is Trustee of The Ted Taplin Common Trust | 40,566 |
Reported balance
After 2024-06-07 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2024-06-07 · Gift · Acquired 40,566 · Balance 40,566 F1: Shares of Class A Common Stock transferred pursuant to the terms of a trust fbo the Estate of T. D. Taplin F4: N/A F3: Reporting Person disclaims beneficial ownership of all such shares. |
| Class A Common StockSEC Table I · non-derivative | Direct | 11,510 |
Reported balance
Holding disclosure · report date 2024-06-07 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 11,510 |
| Class A Common StockSEC Table I · non-derivative | IndirectHeld by Spouse | 79,770 |
Reported balance
Holding disclosure · report date 2024-06-07 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 79,770 F3: Reporting Person disclaims beneficial ownership of all such shares. |
| Class A Common StockSEC Table I · non-derivative | IndirectSpouse's Proportionate LLC interest in shares held by Abigail II LLC | 314,190 |
Reported balance
Holding disclosure · report date 2024-06-07 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 314,190 F3: Reporting Person disclaims beneficial ownership of all such shares. |
| Class A Common StockSEC Table I · non-derivative | IndirectSpouse's Proportionate LLC interest in shares held by Abigail LLC | 37,414 |
Reported balance
Holding disclosure · report date 2024-06-07 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 37,414 F3: Reporting Person disclaims beneficial ownership of all such shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of Class A Common Stock transferred pursuant to the terms of a trust fbo the Estate of T. D. Taplin
F2: N/A
F3: Reporting Person disclaims beneficial ownership of all such shares.
F4: N/A
NACCO INDUSTRIES INC
Report date January 02, 2024 · Filed January 08, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust | 28,704 |
Reported balance
After 2024-01-02 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2024-01-02 · Grant · Acquired 781 · Balance 28,704 F2: Spouse's shares of Class A Common Stock awarded to the Reporting Person's spouse as "Required Shares" under the company's Non-Employee Directors' Equity Compensation Plan. F3: N/A F4: Held in trust for the benefit of Reporting Person's spouse. Reporting Person disclaims beneficial ownership of all such shares. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Spouse/Proportionate membership interest in shares held by Abigail II, LLC | 157,095 |
Reported balance
Holding disclosure · report date 2024-01-02 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 157,095 F1: By Spouse. Reporting Person disclaims beneficial ownership of all such shares. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Spouse/Proportionate membership interest in shares held by Abigail LLC | 18,707 |
Reported balance
Holding disclosure · report date 2024-01-02 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 18,707 F1: By Spouse. Reporting Person disclaims beneficial ownership of all such shares. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Spouse | 30,766 |
Reported balance
Holding disclosure · report date 2024-01-02 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 30,766 F1: By Spouse. Reporting Person disclaims beneficial ownership of all such shares. |
| Class A Common StockSEC Table I · non-derivative | Direct | 5,755 |
Reported balance
Holding disclosure · report date 2024-01-02 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 5,755 |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Brother-in-law/Proportionate membership interest in shares held by Abigail LLC | 18,707 |
Reported balance
Holding disclosure · report date 2024-01-02 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 18,707 F5: Reporting Person's spouse serves as trustee of Theodore D. Taplin Estate. Reporting Person disclaims beneficial ownership of all such shares. |
Filing footnotes · ownership attribution and instrument terms
F1: By Spouse. Reporting Person disclaims beneficial ownership of all such shares.
F2: Spouse's shares of Class A Common Stock awarded to the Reporting Person's spouse as "Required Shares" under the company's Non-Employee Directors' Equity Compensation Plan.
F3: N/A
F4: Held in trust for the benefit of Reporting Person's spouse. Reporting Person disclaims beneficial ownership of all such shares.
F5: Reporting Person's spouse serves as trustee of Theodore D. Taplin Estate. Reporting Person disclaims beneficial ownership of all such shares.
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 22, 2017 Filed Sep 25, 2017 21:30 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | OtherClass A Common Stock | 26 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-028022 · form4.xml · nonDerivative · entry 4 Taplin DiAhn · CIK 0001558784 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse/Proportionate membership interest in shares held by Abigail II, LLC Disclosed balance after: 850 F1 · kind: Shares transferred by Trust FBO Reporting Person's Spouse to Abigail II, LLC, a limited liability company of which the trust is a member. Reporting Person disclaims beneficial ownership of all such shares. F2 · price: N/A F3 · ownership.nature: By Spouse. Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| September 22, 2017 Filed Sep 25, 2017 21:30 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | OtherClass A Common Stock | 26 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-028022 · form4.xml · nonDerivative · entry 3 Taplin DiAhn · CIK 0001558784 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 40,533 F1 · kind: Shares transferred by Trust FBO Reporting Person's Spouse to Abigail II, LLC, a limited liability company of which the trust is a member. Reporting Person disclaims beneficial ownership of all such shares. F2 · price: N/A F3 · ownership.nature: By Spouse. Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| September 22, 2017 Filed Sep 25, 2017 21:30 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | OtherClass A Common Stock | 824 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-028022 · form4.xml · nonDerivative · entry 2 Taplin DiAhn · CIK 0001558784 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse/Proportionate membership interest in shares held by Abigail II, LLC Disclosed balance after: 824 F1 · kind: Shares transferred by Trust FBO Reporting Person's Spouse to Abigail II, LLC, a limited liability company of which the trust is a member. Reporting Person disclaims beneficial ownership of all such shares. F2 · price: N/A F3 · ownership.nature: By Spouse. Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| September 22, 2017 Filed Sep 25, 2017 21:30 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | OtherClass A Common Stock | 824 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-028022 · form4.xml · nonDerivative · entry 1 Taplin DiAhn · CIK 0001558784 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 40,559 F1 · kind: Shares transferred by Trust FBO Reporting Person's Spouse to Abigail II, LLC, a limited liability company of which the trust is a member. Reporting Person disclaims beneficial ownership of all such shares. F2 · price: N/A F3 · ownership.nature: By Spouse. Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| August 15, 2017 Filed Aug 17, 2017 21:13 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | OtherClass A Common Stock | 3,835 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-025957 · form4.xml · nonDerivative · entry 1 Taplin DiAhn · CIK 0001558784 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse/Proportionate membership interest in shares held by Abigail LLC Disclosed balance after: 15,339 F1 · kind: Distribution of interests in Abigail LLC pursuant to the terms of a settlement agreement. F2 · price: N/A F3 · ownership.nature: By Spouse. Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| August 15, 2017 Filed Oct 4, 2017 18:35 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 22,313 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-029122 · form4.xml · nonDerivative · entry 1 Taplin DiAhn · CIK 0001558784 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse's Proportionate interest in shares held by Abigail LLC held in trust fbo reporting person Disclosed balance after: 89,252 Read SEC document |
| July 03, 2017 Filed Jul 5, 2017 19:48 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GrantClass A Common Stock | 303 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-022903 · form4.xml · nonDerivative · entry 1 Taplin DiAhn · CIK 0001558784 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 41,383 F1 · kind: Spouse's shares of Class A Common Stock awarded to the Reporting Person's spouse as "Required Shares" under the company's Non-Employee Directors' Equity Compensation Plan F2 · price: N/A F3 · ownership.nature: By Spouse. Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| July 03, 2017 Filed Jul 6, 2017 13:50 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GrantClass A Common Stock | 403 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-023202 · form4.xml · nonDerivative · entry 1 Taplin DiAhn · CIK 0001558784 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Trust fbo Reporting Peron's Spouse Disclosed balance after: 9,460 F1 · kind: Spouse's Award-Shares of Class A Common Stock awarded to the Reporting Person's Spouse as "Required Shares" under the company's Non-Employee Directors' Equity Compensation Plan. Read SEC document |
| April 03, 2017 Filed Apr 3, 2017 20:57 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GrantClass A Common Stock | 307 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-013570 · form4.xml · nonDerivative · entry 2 Taplin DiAhn · CIK 0001558784 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 41,080 F4 · kind: Spouse's shares of Class A Common Stock awarded to the Reporting Person's spouse as "Required Shares" under the company's Non-Employee Directors' Equity Compensation Plan F2 · price: N/A F3 · ownership.nature: By Spouse. Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| April 03, 2017 Filed Apr 5, 2017 12:19 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GrantClass A Common Stock | 452 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-014239 · form4.xml · nonDerivative · entry 2 Taplin DiAhn · CIK 0001558784 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Trust fbo Reporting Peron's Spouse Disclosed balance after: 9,057 F2 · kind: Spouse's Award-Shares of Class A Common Stock awarded to the Reporting Person's Spouse as "Required Shares" under the company's Non-Employee Directors' Equity Compensation Plan. Read SEC document |
| February 08, 2017 Filed Apr 3, 2017 20:57 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | OtherClass A Common Stock | 1,420 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-013570 · form4.xml · nonDerivative · entry 1 Taplin DiAhn · CIK 0001558784 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 40,773 F1 · kind: Shares distributed from Beatrice Taplin 2011 GRAT as per the terms of the GRAT. F2 · price: N/A F3 · ownership.nature: By Spouse. Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| February 08, 2017 Filed Apr 5, 2017 12:19 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass B Common Stock · Derivative | 1,958 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-014239 · form4.xml · derivative · entry 6 Taplin DiAhn · CIK 0001558784 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 1,958 Underlying: Class A Common Stock · 1,958 shares Expires not disclosed F4 · derivative.exercise_price: N/A F5 · kind: Transfer pursuant to the terms of the Bea Taplin 2011 Taplin Annuity Trust #1 F4 · derivative.exercise_date: N/A F4 · derivative.expiration_date: N/A Read SEC document |
| February 08, 2017 Filed Apr 5, 2017 12:19 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 882 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-014239 · form4.xml · nonDerivative · entry 1 Taplin DiAhn · CIK 0001558784 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Trust fbo Reporting Peron's Spouse Disclosed balance after: 8,605 F1 · kind: Transfer pursuant to the terms of the Bea Taplin 2011 Taplin Annuity Trust #1 Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 22:10 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GrantClass A Common Stock | 243 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-001127 · form4.xml · nonDerivative · entry 1 Taplin DiAhn · CIK 0001558784 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 39,353 F1 · kind: Spouse's shares of Class A Common Stock awarded to the Reporting Person's spouse as "Required Shares" under the company's Non-Employee Directors' Equity Compensation Plan F2 · price: N/A F3 · ownership.nature: By Spouse. Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 19:29 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GrantClass A Common Stock | 412 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-000968 · form4.xml · nonDerivative · entry 1 Taplin DiAhn · CIK 0001558784 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Trust fbo Reporting Peron's Spouse Disclosed balance after: 7,723 F1 · kind: Spouse's Award-Shares of Class A Common Stock awarded to the Reporting Person's Spouse as "Required Shares" under the company's Non-Employee Directors' Equity Compensation Plan. Read SEC document |
| October 03, 2016 Filed Oct 5, 2016 21:16 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GrantClass A Common Stock | 326 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-16-064384 · form4.xml · nonDerivative · entry 1 Taplin DiAhn · CIK 0001558784 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 39,110 F1 · kind: Spouse's shares of Class A Common Stock awarded to the Reporting Person's spouse as "Required Shares" under the company's Non-Employee Directors' Equity Compensation Plan F2 · price: N/A F3 · ownership.nature: By Spouse. Reporting Person disclaims beneficial ownership of all such shares. Read SEC document |
| October 01, 2016 Filed Oct 4, 2016 18:14 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GrantClass A Common Stock | 444 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-063945 · form4.xml · nonDerivative · entry 1 Taplin DiAhn · CIK 0001558784 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Trust fbo Reporting Peron's Spouse Disclosed balance after: 7,311 F1 · kind: Spouse's Award-Shares of Class A Common Stock awarded to the Reporting Person's Spouse as "Required Shares" under the company's Non-Employee Directors' Equity Compensation Plan. 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.