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 01, 2024 | March 20, 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 group | December 13, 2019 | January 26, 2021 |
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 01, 2024 · Filed March 20, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectHeld by a Trust for the benefit of Reporting Person | 378,872 |
Reported balance
After 2024-03-01 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2024-03-01 · Sale · Disposed 5,000 · Balance 378,872 |
| Class A Common StockSEC Table I · non-derivative | IndirectHeld by a Trust for the benefit of Reporting Person | 367,152 |
Reported balance
After 2024-03-04 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2024-03-04 · Sale · Disposed 11,720 · Balance 367,152 |
| Class A Common StockSEC Table I · non-derivative | IndirectProportionate Membership interest in shares held by Abigail LLC | 108,844 |
Reported balance
Holding disclosure · report date 2024-03-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 108,844 |
| Class A Common StockSEC Table I · non-derivative | IndirectProportionate membership interest in shares held by Corky LLC | 61,138 |
Reported balance
Holding disclosure · report date 2024-03-01 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 61,138 |
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 | IndirectProportionate LLC interest in shares held by Abigail II, LLC | 314,190 |
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 157,095 · Balance 314,190 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 A Common StockSEC Table I · non-derivative | IndirectHeld by a Trust for the benefit of Reporting Person | 82,528 |
Reported balance
After 2022-06-03 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2022-06-03 · Other · Acquired 43,189 · Balance 82,528 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 A Common StockSEC Table I · non-derivative | IndirectProportionate LLC interest in shares held by Abigail LLC | 37,412 |
Reported balance
After 2022-06-03 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2022-06-03 · Other · Acquired 18,706 · Balance 37,412 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 | IndirectProportionate LLC interest in shares held by Abigail II, LLC | 0 |
Reported balance
After 2022-06-03 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2022-06-03 · Other · Disposed 157,095 · 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. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectHeld by a Trust for the benefit of Reporting Person | 0 |
Reported balance
After 2022-06-03 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2022-06-03 · Other · Disposed 43,189 · 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. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectProportionate LLC interest in shares held by Abigail LLC | 0 |
Reported balance
After 2022-06-03 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2022-06-03 · Other · Disposed 18,706 · 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 13, 2019 · Filed January 26, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust | 41,357 |
Last balance in matching sequence
After 2020-09-15 transaction · row 4
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
4 source rowsRow 1 · 2019-12-13 · Purchase · Acquired 13 · Balance 41,277 F1: Represents shares acquired as a result of an automatic default enabling broker to purchase shares with dividends paid. F2: Held by a Trust for the benefit of Reporting Person. Row 2 · 2020-03-13 · Purchase · Acquired 21 · Balance 41,298 F1: Represents shares acquired as a result of an automatic default enabling broker to purchase shares with dividends paid. F2: Held by a Trust for the benefit of Reporting Person. Row 3 · 2020-06-15 · Purchase · Acquired 26 · Balance 41,324 F1: Represents shares acquired as a result of an automatic default enabling broker to purchase shares with dividends paid. F2: Held by a Trust for the benefit of Reporting Person. Row 4 · 2020-09-15 · Purchase · Acquired 33 · Balance 41,357 F1: Represents shares acquired as a result of an automatic default enabling broker to purchase shares with dividends paid. F2: Held by a Trust for the benefit of Reporting Person. |
| Class A Common StockSEC Table I · non-derivative | IndirectProportionate membership interest in shares held by Abigail II, LLC | 157,095 |
Reported balance
Holding disclosure · report date 2019-12-13 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 157,095 |
| Class A Common StockSEC Table I · non-derivative | IndirectProportionate membership interest in shares held by Abigail LLC | 18,706 |
Reported balance
Holding disclosure · report date 2019-12-13 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 18,706 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares acquired as a result of an automatic default enabling broker to purchase shares with dividends paid.
F2: Held by a 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 |
|---|---|---|---|---|---|---|
| September 22, 2017 Filed Sep 25, 2017 21:27 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | OtherClass A Common Stock | 80 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-028017 · form4.xml · nonDerivative · entry 4 TAPLIN FRANK F · CIK 0001247980 · Member of group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate membership interest in shares held by Abigail II, LLC Disclosed balance after: 1,125 F1 · kind: Shares transferred by trust FBO Reporting Person to Abigail II, LLC, a limited liability company of which the trust is a member. F2 · price: N/A Read SEC document |
| September 22, 2017 Filed Sep 25, 2017 21:27 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | OtherClass A Common Stock | 80 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-028017 · form4.xml · nonDerivative · entry 3 TAPLIN FRANK F · CIK 0001247980 · Member of group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 43,563 F1 · kind: Shares transferred by trust FBO Reporting Person to Abigail II, LLC, a limited liability company of which the trust is a member. F2 · price: N/A F3 · ownership.nature: Held by a Trust for the benefit of Reporting Person. Read SEC document |
| September 22, 2017 Filed Sep 25, 2017 21:27 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | OtherClass A Common Stock | 1,045 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-028017 · form4.xml · nonDerivative · entry 2 TAPLIN FRANK F · CIK 0001247980 · Member of group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate membership interest in shares held by Abigail II, LLC Disclosed balance after: 1,045 F1 · kind: Shares transferred by trust FBO Reporting Person to Abigail II, LLC, a limited liability company of which the trust is a member. F2 · price: N/A Read SEC document |
| September 22, 2017 Filed Sep 25, 2017 21:27 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | OtherClass A Common Stock | 1,045 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-028017 · form4.xml · nonDerivative · entry 1 TAPLIN FRANK F · CIK 0001247980 · Member of group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 43,643 F1 · kind: Shares transferred by trust FBO Reporting Person to Abigail II, LLC, a limited liability company of which the trust is a member. F2 · price: N/A F3 · ownership.nature: Held by a Trust for the benefit of Reporting Person. Read SEC document |
| August 25, 2017 Filed Aug 28, 2017 13:36 UTC | HYSTER-YALE, INC. HY · Entity 5370 | SaleClass A Common Stock | 1,464 | $68.25 | $99,916.10 |
DisclosureSEC source: 0001127602-17-026524 · form4.xml · nonDerivative · entry 2 TAPLIN FRANK F · CIK 0001247980 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held by a Trust for the benefit of Reporting Person Disclosed balance after: 90,570 Read SEC document |
| August 15, 2017 Filed Aug 17, 2017 21:15 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | OtherClass A Common Stock | 3,834 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-025960 · form4.xml · nonDerivative · entry 2 TAPLIN FRANK F · CIK 0001247980 · Member of group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate membership interest in shares held by Abigail LLC Disclosed balance after: 15,338 F4 · kind: Distribution of interests in Abigail LLC pursuant to the terms of a settlement agreement. F2 · price: N/A Read SEC document |
| August 15, 2017 Filed Aug 28, 2017 13:36 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 22,313 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-026524 · form4.xml · nonDerivative · entry 1 TAPLIN FRANK F · CIK 0001247980 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate Membership interest in shares held by Abigail LLC Disclosed balance after: 89,252 Read SEC document |
| June 01, 2017 Filed Jun 8, 2017 13:40 UTC | HYSTER-YALE, INC. HY · Entity 5370 | SaleClass A Common Stock | 1,400 | $74.20 | $103,881.54 |
DisclosureSEC source: 0001127602-17-020850 · form4.xml · nonDerivative · entry 1 TAPLIN FRANK F · CIK 0001247980 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held by a Trust for the benefit of Reporting Person Disclosed balance after: 92,034 F1 · price: Weighted Average- Share price represents average price between 74.1956 and 74.2016 Read SEC document |
| May 25, 2017 Filed May 26, 2017 14:12 UTC | HYSTER-YALE, INC. HY · Entity 5370 | SaleClass A Common Stock | 1,400 | $73.93 | $103,495.14 |
DisclosureSEC source: 0001127602-17-019495 · form4.xml · nonDerivative · entry 2 TAPLIN FRANK F · CIK 0001247980 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held by a Trust for the benefit of Reporting Person Disclosed balance after: 93,434 F2 · price: Weighted Average- Share price represents average price between 73.87910 and 74.07140 Read SEC document |
| February 08, 2017 Filed May 26, 2017 14:12 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass B Common Stock · Derivative | 1,958 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-019495 · form4.xml · derivative · entry 4 TAPLIN FRANK F · CIK 0001247980 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held by a Trust for the benefit of Reporting Person Disclosed balance after: 1,958 Underlying: Class A Common Stock · 1,958 shares Expires not disclosed F3 · derivative.exercise_price: N/A F4 · kind: Transfer pursuant to the terms of the Bea Taplin 2011 Taplin Annuity Trust #1 F3 · derivative.exercise_date: N/A F3 · derivative.expiration_date: N/A Read SEC document |
| February 08, 2017 Filed May 26, 2017 14:12 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 882 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-019495 · form4.xml · nonDerivative · entry 1 TAPLIN FRANK F · CIK 0001247980 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held by a Trust for the benefit of Reporting Person Disclosed balance after: 94,834 F1 · kind: Transfer pursuant to the terms of the Bea Taplin 2011 Taplin Annuity Trust #1 Read SEC document |
| February 08, 2017 Filed Aug 17, 2017 21:15 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | OtherClass A Common Stock | 1,420 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-025960 · form4.xml · nonDerivative · entry 1 TAPLIN FRANK F · CIK 0001247980 · Member of group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 44,688 F1 · kind: Shares distributed from Beatrice Taplin 2011 GRAT as per the terms of the GRAT. F2 · price: N/A F3 · ownership.nature: Held by a Trust for the benefit of Reporting Person. Read SEC document |
| November 14, 2016 Filed Feb 14, 2017 16:19 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GiftClass A Common Stock | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005755 · form5.xml · nonDerivative · entry 1 TAPLIN FRANK F · CIK 0001247980 · Member of group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 43,268 F1 · price: N/A F2 · ownership.nature: Held by a Trust for the benefit of Reporting Person. Read SEC document |
| March 01, 2016 Filed Feb 14, 2017 16:19 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | OtherClass A Common Stock | 1,962 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005755 · form5.xml · nonDerivative · entry 3 TAPLIN FRANK F · CIK 0001247980 · Member of group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 43,268 F3 · kind: Shares distributed from Beatrice Taplin 2012 GRAT as per the terms of the GRAT. F1 · price: N/A F2 · ownership.nature: Held by a Trust for the benefit of Reporting Person. Read SEC document |
| March 01, 2016 Filed Feb 14, 2017 21:21 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 3,925 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-006008 · form5.xml · nonDerivative · entry 1 TAPLIN FRANK F · CIK 0001247980 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held by a Trust for the benefit of Reporting Person Disclosed balance after: 93,952 Read SEC document |
| March 26, 2015 Filed Feb 14, 2017 16:19 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GiftClass A Common Stock | 11,224 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005755 · form5.xml · nonDerivative · entry 2 TAPLIN FRANK F · CIK 0001247980 · Member of group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate membership interest in shares held by Abigail LLC Disclosed balance after: 11,504 F1 · price: N/A 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.