organization · Reporting owner
BTR 2012 GST Trust for Helen R. Butler
Disclosed activity across 3 companies
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HYSTER-YALE, INC.HY · Entity 5370 | Member of Group | December 15, 2021 | December 17, 2021 |
| Hamilton Beach Brands Holding CoHBB · Entity 5625 | Member of a Group | March 12, 2024 | March 12, 2024 |
| NACCO INDUSTRIES INCNC · Entity 5896 | Member of a Group | March 25, 2020 | December 03, 2020 |
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 15, 2021 · Filed December 17, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectProportionate Interest in shares held by RA5 | 0 |
Reported balance
After 2021-12-15 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2021-12-15 · Other · Disposed 7,383 · Balance 0 F1: Class A shares were exchanged for Class B shares pursuant to the terms of the Stockholders' Agreement dated September 28, 2012, as amended. |
| Class A Common StockSEC Table I · non-derivative | IndirectProportionate Interest of shares held by RA1 | 0 |
Reported balance
After 2021-12-15 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2021-12-15 · Other · Disposed 6,763 · Balance 0 F1: Class A shares were exchanged for Class B shares pursuant to the terms of the Stockholders' Agreement dated September 28, 2012, as amended. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectRepresents percentage of ownership interest of Rankin Associates V partnership held in trust | 7,383 |
Reported balance
After 2021-12-15 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2021-12-15 · Other · Acquired 7,383 · Balance 7,383 F2: N/A F1: Class A shares were exchanged for Class B shares pursuant to the terms of the Stockholders' Agreement dated September 28, 2012, as amended. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectProportionate Interest in shares held by RA1 | 18,861 |
Reported balance
After 2021-12-15 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2021-12-15 · Other · Acquired 6,763 · Balance 18,861 F2: N/A F1: Class A shares were exchanged for Class B shares pursuant to the terms of the Stockholders' Agreement dated September 28, 2012, as amended. |
| Class A Common StockSEC Table I · non-derivative | Direct | 1,512 |
Reported balance
Holding disclosure · report date 2021-12-15 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,512 |
Filing footnotes · ownership attribution and instrument terms
F1: Class A shares were exchanged for Class B 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 March 12, 2024 · Filed March 12, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table II · derivative / convertible security | IndirectProportionate LP interest of shares held by Rankin Associates HBB, L.P. | 18,861 |
Reported balance
After 2024-03-12 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-03-12 · Other · Acquired 18,861 · Balance 18,861 F1: N/A F2: Contribution of Class B shares to Rankin Associates HBB, L.P. ("RA HBB"). The Reporting Person is a limited partner of RA HBB. |
Filing footnotes · ownership attribution and instrument terms
F1: N/A
F2: Contribution of Class B shares to Rankin Associates HBB, L.P. ("RA HBB"). The Reporting Person is a limited partner of RA HBB.
NACCO INDUSTRIES INC
Report date March 25, 2020 · Filed December 03, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table II · derivative / convertible security | IndirectProportionate interest of shares held by Rankin Associates I, L.P. | 9,431 |
Reported balance
After 2020-03-25 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2020-03-25 · Gift · Acquired 4,061 · Balance 9,431 F1: N/A |
Filing footnotes · ownership attribution and instrument terms
F1: N/A
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 27, 2016 Filed Sep 29, 2016 15:24 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 305 | $56.56 | $17,249.58 |
DisclosureSEC source: 0001127602-16-063394 · form4.xml · nonDerivative · entry 1 BTR 2012 GST Trust for Helen R. Butler · CIK 0001566222 · Member of Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate Interest in shares held by RA6 Disclosed balance after: 4,587 F1 · price: Sept 27, 2016-Weighted Average Block 1- Share Price represents average price between $56.08 and $56.99. Read SEC document |
| September 26, 2016 Filed Sep 28, 2016 20:16 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 154 | $57.22 | $8,811.22 |
DisclosureSEC source: 0001127602-16-063325 · form4.xml · nonDerivative · entry 3 BTR 2012 GST Trust for Helen R. Butler · CIK 0001566222 · Member of Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate Interest in shares held by RA6 Disclosed balance after: 4,282 F3 · price: Sept 26, 2016-Weighted Average Block 3- Share Price represents average price between $57.11 and $57.40. Read SEC document |
| September 26, 2016 Filed Sep 28, 2016 20:16 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 506 | $56.43 | $28,554.64 |
DisclosureSEC source: 0001127602-16-063325 · form4.xml · nonDerivative · entry 2 BTR 2012 GST Trust for Helen R. Butler · CIK 0001566222 · Member of Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate Interest in shares held by RA6 Disclosed balance after: 4,128 F2 · price: Sept 26, 2016-Weighted Average Block 2- Share Price represents average price between $56.03 and 56.90. Read SEC document |
| September 26, 2016 Filed Sep 28, 2016 20:16 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 136 | $55.53 | $7,552.56 |
DisclosureSEC source: 0001127602-16-063325 · form4.xml · nonDerivative · entry 1 BTR 2012 GST Trust for Helen R. Butler · CIK 0001566222 · Member of Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate Interest in shares held by RA6 Disclosed balance after: 3,622 F1 · price: Sept 26, 2016-Weighted Average Block 1- Share Price represents average price between $55.09 and 55.98. Read SEC document |
| September 23, 2016 Filed Sep 27, 2016 19:16 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 74 | $56.00 | $4,144.00 |
DisclosureSEC source: 0001127602-16-063255 · form4.xml · nonDerivative · entry 4 BTR 2012 GST Trust for Helen R. Butler · CIK 0001566222 · Member of Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate Interest in shares held by RA6 Disclosed balance after: 3,486 F1 · shares: Interest in Shares held by RA6 Read SEC document |
| September 23, 2016 Filed Sep 27, 2016 19:16 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 167 | $55.88 | $9,331.88 |
DisclosureSEC source: 0001127602-16-063255 · form4.xml · nonDerivative · entry 3 BTR 2012 GST Trust for Helen R. Butler · CIK 0001566222 · Member of Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate Interest in shares held by RA6 Disclosed balance after: 3,412 F1 · shares: Interest in Shares held by RA6 F4 · price: Sept 23, 2016-Weighted Average Block 3- Share Price represents average price between $55.73 and $55.99. Read SEC document |
| September 23, 2016 Filed Sep 27, 2016 19:16 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 269 | $54.52 | $14,665.10 |
DisclosureSEC source: 0001127602-16-063255 · form4.xml · nonDerivative · entry 2 BTR 2012 GST Trust for Helen R. Butler · CIK 0001566222 · Member of Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate Interest in shares held by RA6 Disclosed balance after: 3,245 F1 · shares: Interest in Shares held by RA6 F3 · price: Sept 23, 2016-Weighted Average Block 2- Share Price represents average price between $54.00 and $54.99. Read SEC document |
| September 23, 2016 Filed Sep 27, 2016 19:16 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 41 | $53.60 | $2,197.60 |
DisclosureSEC source: 0001127602-16-063255 · form4.xml · nonDerivative · entry 1 BTR 2012 GST Trust for Helen R. Butler · CIK 0001566222 · Member of Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate Interest in shares held by RA6 Disclosed balance after: 2,976 F1 · shares: Interest in Shares held by RA6 F2 · price: Sept 23, 2016-Weighted Average Block 1- Share Price represents average price between $53.01 and $53.99. Read SEC document |
| September 22, 2016 Filed Sep 26, 2016 14:59 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 662 | $51.43 | $34,043.35 |
DisclosureSEC source: 0001127602-16-063151 · form4.xml · nonDerivative · entry 2 BTR 2012 GST Trust for Helen R. Butler · CIK 0001566222 · Member of Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate Interest in shares held by RA6 Disclosed balance after: 2,935 F1 · shares: Interest in Shares held by RA6 F3 · price: Sept 22, 2016-Weighted Average Block 2- Share Price represents average price between $51.04 and $51.78. Read SEC document |
| September 22, 2016 Filed Sep 26, 2016 14:59 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 71 | $49.51 | $3,514.92 |
DisclosureSEC source: 0001127602-16-063151 · form4.xml · nonDerivative · entry 1 BTR 2012 GST Trust for Helen R. Butler · CIK 0001566222 · Member of Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate Interest in shares held by RA6 Disclosed balance after: 2,273 F1 · shares: Interest in Shares held by RA6 F2 · price: Sept 22, 2016-Weighted Average Block 1- Share Price represents average price between $49.4899 and $49.55. Read SEC document |
| September 21, 2016 Filed Sep 22, 2016 19:30 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 734 | $48.57 | $35,651.92 |
DisclosureSEC source: 0001127602-16-063050 · form4.xml · nonDerivative · entry 2 BTR 2012 GST Trust for Helen R. Butler · CIK 0001566222 · Member of Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate Interest in shares held by RA6 Disclosed balance after: 2,202 F1 · shares: Interest in Shares held by RA6 F3 · price: Sept 21, 2016-Weighted Average- Share Price represents weighted average price between $48.25 and $48.70. Read SEC document |
| September 20, 2016 Filed Sep 22, 2016 19:30 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 734 | $48.36 | $35,495.73 |
DisclosureSEC source: 0001127602-16-063050 · form4.xml · nonDerivative · entry 1 BTR 2012 GST Trust for Helen R. Butler · CIK 0001566222 · Member of Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate Interest in shares held by RA6 Disclosed balance after: 1,468 F1 · shares: Interest in Shares held by RA6 F2 · price: Sept 20, 2016-Weighted Average- Share Price represents weighted average price between $48.15 and $48.55. Read SEC document |
| September 19, 2016 Filed Sep 21, 2016 20:20 UTC | HYSTER-YALE, INC. HY · Entity 5370 | PurchaseClass A Common Stock | 734 | $48.46 | $35,567.66 |
DisclosureSEC source: 0001127602-16-062969 · form4.xml · nonDerivative · entry 1 BTR 2012 GST Trust for Helen R. Butler · CIK 0001566222 · Member of Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate Interest in shares held by RA6 Disclosed balance after: 734 F1 · shares: Interest in Shares held by RA6 F2 · price: Weighted Average- Share Price represents weighted average price between $48.24 and $48.68. 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.