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Alison A. Rankin, as trustee fbo Elisabeth M. Rankin under Irrevocable Trust, dated December 18, 1997, with Roger Rankin, Grantor

Disclosed activity across 3 companies

Tapewire entity
93158
SEC CIK
0001558752

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
HYSTER-YALE, INC.HY · Entity 5370Member of a GroupDecember 31, 2021February 10, 2022
Hamilton Beach Brands Holding CoHBB · Entity 5625Member of a GroupMarch 12, 2024March 12, 2024
NACCO INDUSTRIES INCNC · Entity 5896Member of a GroupDecember 31, 2021February 11, 2022

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 31, 2021 · Filed February 10, 2022

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class B Common StockSEC Table II · derivative / convertible securityIndirectReflects proportionate interests in shares held by Rankin Associates II.33,474 Reported balance After 2021-12-30 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2021-12-30 · Gift · Acquired 602 · Balance 33,474

F1: N/A

Class A Common StockSEC Table I · non-derivativeDirect765 Reported balance Holding disclosure · report date 2021-12-31 · row 1 Holding and transaction disclosures are not merged.
1 source row

Row 1 · Balance 765

Class B Common StockSEC Table II · derivative / convertible securityIndirectProportionate interest in shares held by Rankin Associates V1,134 Reported balance Holding disclosure · report date 2021-12-31 · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 3 · Balance 1,134

F1: N/A

Class B Common StockSEC Table II · derivative / convertible securityIndirectProportionate interest in shares held by Rankin Associates VI535 Reported balance Holding disclosure · report date 2021-12-31 · row 4 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 4 · Balance 535

F1: N/A

Filing footnotes · ownership attribution and instrument terms

F1: N/A

Hamilton Beach Brands Holding Co

Report date March 12, 2024 · Filed March 12, 2024

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class B Common StockSEC Table II · derivative / convertible securityIndirectProportionate LP interest of shares held by RA HBB, L.P.33,476 Reported balance After 2024-03-12 transaction · row 1 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 1 · 2024-03-12 · Other · Acquired 33,476 · Balance 33,476

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 December 31, 2021 · Filed February 11, 2022

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A Common StockSEC Table I · non-derivativeIndirectProportionate limited partnership interest in shares held by Rankin Associates II, L.P.16,738 Reported balance After 2021-12-30 transaction · row 1 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 1 · 2021-12-30 · Gift · Acquired 301 · Balance 16,738

F1: N/A

Class A Common StockSEC Table I · non-derivativeDirect2,046 Reported balance Holding disclosure · report date 2021-12-31 · row 2 Holding and transaction disclosures are not merged.
1 source row

Row 2 · Balance 2,046

Filing footnotes · ownership attribution and instrument terms

F1: N/A

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
March 12, 2024 Filed Mar 12, 2024 14:28 UTC Hamilton Beach Brands Holding Co HBB · Entity 5625 OtherClass B Common Stock · Derivative 33,476 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-009658 · form4.xml · derivative · entry 1

Alison A. Rankin, as trustee fbo Elisabeth M. Rankin under Irrevocable Trust, dated December 18, 1997, with Roger Rankin, Grantor · CIK 0001558752 · Member of a Group

10b5-1 filing: No plan indicated

Ownership: Indirect · Proportionate LP interest of shares held by RA HBB, L.P.

Disclosed balance after: 33,476

Underlying: Class A Common Stock · 33,476 shares

Expires not disclosed

F1 · derivative.exercise_price: N/A

F2 · kind: Contribution of Class B shares to Rankin Associates HBB, L.P. ("RA HBB"). The Reporting Person is a limited partner of RA HBB.

F1 · derivative.exercise_date: N/A

F1 · derivative.expiration_date: N/A

Read SEC document
August 10, 2023 Filed Aug 16, 2023 20:37 UTC Hamilton Beach Brands Holding Co HBB · Entity 5625 OtherClass B Common Stock · Derivative 33,476 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-022752 · form4.xml · derivative · entry 1

Alison A. Rankin, as trustee fbo Elisabeth M. Rankin under Irrevocable Trust, dated December 18, 1997, with Roger Rankin, Grantor · CIK 0001558752 · Member of a Group

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,476

Underlying: Class A Common Stock · 33,476 shares

Expires not disclosed

F1 · derivative.exercise_price: N/A

F2 · kind: Pro rata distributions of Class B shares from Rankin Associates II, L.P. ("RA II") in the amount of 33,476 shares. The Reporting Person is a limited partner of RA II.

F1 · derivative.exercise_date: N/A

F1 · derivative.expiration_date: N/A

Read SEC document
June 03, 2022 Filed Jun 6, 2022 10:29 UTC Hamilton Beach Brands Holding Co HBB · Entity 5625 OtherClass B Common Stock · Derivative 2,046 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-22-016766 · form4.xml · derivative · entry 4

Alison A. Rankin, as trustee fbo Elisabeth M. Rankin under Irrevocable Trust, dated December 18, 1997, with Roger Rankin, Grantor · CIK 0001558752 · Member of a Group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 2,046 shares

Expires not disclosed

F2 · derivative.exercise_price: N/A

F3 · 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 10:29 UTC Hamilton Beach Brands Holding Co HBB · Entity 5625 OtherClass B Common Stock · Derivative 16,738 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-22-016766 · form4.xml · derivative · entry 3

Alison A. Rankin, as trustee fbo Elisabeth M. Rankin under Irrevocable Trust, dated December 18, 1997, with Roger Rankin, Grantor · CIK 0001558752 · 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: 33,476

Underlying: Class A Common Stock · 16,738 shares

Expires not disclosed

F2 · derivative.exercise_price: N/A

F1 · kind: Class A shares were exchanged for Class B shares pursuant to the terms of the Stockholders' Agreement dated September 29, 2017, as amended.

F2 · price: N/A

F2 · derivative.exercise_date: N/A

F2 · derivative.expiration_date: N/A

Read SEC document
June 03, 2022 Filed Jun 6, 2022 10:29 UTC Hamilton Beach Brands Holding Co HBB · Entity 5625 OtherClass A Common Stock 2,046 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-22-016766 · form4.xml · nonDerivative · entry 2

Alison A. Rankin, as trustee fbo Elisabeth M. Rankin under Irrevocable Trust, dated December 18, 1997, with Roger Rankin, Grantor · CIK 0001558752 · Member of a Group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,067

F3 · 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
June 03, 2022 Filed Jun 6, 2022 10:29 UTC Hamilton Beach Brands Holding Co HBB · Entity 5625 OtherClass A Common Stock 16,738 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-22-016766 · form4.xml · nonDerivative · entry 1

Alison A. Rankin, as trustee fbo Elisabeth M. Rankin under Irrevocable Trust, dated December 18, 1997, with Roger Rankin, Grantor · CIK 0001558752 · 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

F1 · kind: Class A shares were exchanged for Class B shares pursuant to the terms of the Stockholders' Agreement dated September 29, 2017, as amended.

F2 · price: N/A

Read SEC document
December 30, 2021 Filed Jan 20, 2022 06:47 UTC Hamilton Beach Brands Holding Co HBB · Entity 5625 GiftClass B Common Stock · Derivative 301 $0.00 $0.00
Disclosure

SEC source: 0001127602-22-001594 · form5.xml · derivative · entry 3

Alison A. Rankin, as trustee fbo Elisabeth M. Rankin under Irrevocable Trust, dated December 18, 1997, with Roger Rankin, Grantor · CIK 0001558752 · 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: 16,738

Underlying: Class A Common Stock · 301 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 06:47 UTC Hamilton Beach Brands Holding Co HBB · Entity 5625 GiftClass A Common Stock 975 $0.00 $0.00
Disclosure

SEC source: 0001127602-22-001594 · form5.xml · nonDerivative · entry 2

Alison A. Rankin, as trustee fbo Elisabeth M. Rankin under Irrevocable Trust, dated December 18, 1997, with Roger Rankin, Grantor · CIK 0001558752 · Member of a Group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,021

F1 · price: N/A

Read SEC document
December 30, 2021 Filed Jan 20, 2022 06:47 UTC Hamilton Beach Brands Holding Co HBB · Entity 5625 GiftClass A Common Stock 301 $0.00 $0.00
Disclosure

SEC source: 0001127602-22-001594 · form5.xml · nonDerivative · entry 1

Alison A. Rankin, as trustee fbo Elisabeth M. Rankin under Irrevocable Trust, dated December 18, 1997, with Roger Rankin, Grantor · CIK 0001558752 · 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: 16,738

F1 · price: N/A

Read SEC document
December 30, 2021 Filed Feb 10, 2022 19:58 UTC HYSTER-YALE, INC. HY · Entity 5370 GiftClass B Common Stock · Derivative 602 $0.00 $0.00
Disclosure

SEC source: 0001127602-22-004166 · form5.xml · derivative · entry 2

Alison A. Rankin, as trustee fbo Elisabeth M. Rankin under Irrevocable Trust, dated December 18, 1997, with Roger Rankin, Grantor · CIK 0001558752 · Member of a Group

10b5-1 filing: Not disclosed

Ownership: Indirect · Reflects proportionate interests in shares held by Rankin Associates II.

Disclosed balance after: 33,474

Underlying: Class A Common Stock · 602 shares

Expires not disclosed

F1 · derivative.exercise_price: N/A

F1 · derivative.exercise_date: N/A

F1 · derivative.expiration_date: N/A

Read SEC document
December 30, 2021 Filed Feb 11, 2022 17:11 UTC NACCO INDUSTRIES INC NC · Entity 5896 GiftClass A Common Stock 301 $0.00 $0.00
Disclosure

SEC source: 0001127602-22-004464 · form5.xml · nonDerivative · entry 1

Alison A. Rankin, as trustee fbo Elisabeth M. Rankin under Irrevocable Trust, dated December 18, 1997, with Roger Rankin, Grantor · CIK 0001558752 · 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: 16,738

F1 · price: N/A

Read SEC document
December 15, 2021 Filed Dec 17, 2021 19:22 UTC HYSTER-YALE, INC. HY · Entity 5370 OtherClass B Common Stock · Derivative 535 $0.00 $0.00
Disclosure

SEC source: 0001127602-21-031282 · form4.xml · derivative · entry 7

Alison A. Rankin, as trustee fbo Elisabeth M. Rankin under Irrevocable Trust, dated December 18, 1997, with Roger Rankin, Grantor · CIK 0001558752 · Member of a Group

10b5-1 filing: Not disclosed

Ownership: Indirect · Proportionate interest in shares held by Rankin Associates VI

Disclosed balance after: 535

Underlying: Class A Common Stock · 535 shares

Expires not disclosed

F2 · derivative.exercise_price: N/A

F1 · kind: Class A shares were exchanged for Class B 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 19:22 UTC HYSTER-YALE, INC. HY · Entity 5370 OtherClass B Common Stock · Derivative 1,134 $0.00 $0.00
Disclosure

SEC source: 0001127602-21-031282 · form4.xml · derivative · entry 6

Alison A. Rankin, as trustee fbo Elisabeth M. Rankin under Irrevocable Trust, dated December 18, 1997, with Roger Rankin, Grantor · CIK 0001558752 · Member of a Group

10b5-1 filing: Not disclosed

Ownership: Indirect · Proportionate interest in shares held by Rankin Associates V

Disclosed balance after: 1,134

Underlying: Class A Common Stock · 1,134 shares

Expires not disclosed

F2 · derivative.exercise_price: N/A

F1 · kind: Class A shares were exchanged for Class B 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 19:22 UTC HYSTER-YALE, INC. HY · Entity 5370 OtherClass B Common Stock · Derivative 16,436 $0.00 $0.00
Disclosure

SEC source: 0001127602-21-031282 · form4.xml · derivative · entry 5

Alison A. Rankin, as trustee fbo Elisabeth M. Rankin under Irrevocable Trust, dated December 18, 1997, with Roger Rankin, Grantor · CIK 0001558752 · Member of a Group

10b5-1 filing: Not disclosed

Ownership: Indirect · Reflects proportionate interests in shares held by Rankin Associates II.

Disclosed balance after: 32,872

Underlying: Class A Common Stock · 16,436 shares

Expires not disclosed

F2 · derivative.exercise_price: N/A

F1 · kind: Class A shares were exchanged for Class B 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 19:22 UTC HYSTER-YALE, INC. HY · Entity 5370 OtherClass A Common Stock 535 $0.00 $0.00
Disclosure

SEC source: 0001127602-21-031282 · form4.xml · nonDerivative · entry 3

Alison A. Rankin, as trustee fbo Elisabeth M. Rankin under Irrevocable Trust, dated December 18, 1997, with Roger Rankin, Grantor · CIK 0001558752 · Member of a Group

10b5-1 filing: Not disclosed

Ownership: Indirect · Proportionate interest in shares held by Rankin Associates VI

Disclosed balance after: 0

F1 · kind: Class A shares were exchanged for Class B shares pursuant to the terms of the Stockholders' Agreement dated September 28, 2012, as amended.

Read SEC document
December 15, 2021 Filed Dec 17, 2021 19:22 UTC HYSTER-YALE, INC. HY · Entity 5370 OtherClass A Common Stock 1,134 $0.00 $0.00
Disclosure

SEC source: 0001127602-21-031282 · form4.xml · nonDerivative · entry 2

Alison A. Rankin, as trustee fbo Elisabeth M. Rankin under Irrevocable Trust, dated December 18, 1997, with Roger Rankin, Grantor · CIK 0001558752 · Member of a Group

10b5-1 filing: Not disclosed

Ownership: Indirect · Proportionate interest in shares held by Rankin Associates V

Disclosed balance after: 0

F1 · kind: Class A shares were exchanged for Class B shares pursuant to the terms of the Stockholders' Agreement dated September 28, 2012, as amended.

Read SEC document
December 15, 2021 Filed Dec 17, 2021 19:22 UTC HYSTER-YALE, INC. HY · Entity 5370 OtherClass A Common Stock 16,436 $0.00 $0.00
Disclosure

SEC source: 0001127602-21-031282 · form4.xml · nonDerivative · entry 1

Alison A. Rankin, as trustee fbo Elisabeth M. Rankin under Irrevocable Trust, dated December 18, 1997, with Roger Rankin, Grantor · CIK 0001558752 · Member of a Group

10b5-1 filing: Not disclosed

Ownership: Indirect · Reflects proportionate interests in shares held by Rankin Associates II.

Disclosed balance after: 0

F1 · kind: Class A shares were exchanged for Class B shares pursuant to the terms of the Stockholders' Agreement dated September 28, 2012, as amended.

Read SEC document
March 25, 2020 Filed Apr 16, 2020 21:31 UTC Hamilton Beach Brands Holding Co HBB · Entity 5625 GiftClass B Common Stock · Derivative 207 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-20-013937 · form4.xml · derivative · entry 5

Alison A. Rankin, as trustee fbo Elisabeth M. Rankin under Irrevocable Trust, dated December 18, 1997, with Roger Rankin, Grantor · CIK 0001558752 · 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: 16,437

Underlying: Class A Common Stock · 207 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
March 25, 2020 Filed Apr 16, 2020 21:31 UTC Hamilton Beach Brands Holding Co HBB · Entity 5625 GiftClass B Common Stock · Derivative 414 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-20-013937 · form4.xml · derivative · entry 4

Alison A. Rankin, as trustee fbo Elisabeth M. Rankin under Irrevocable Trust, dated December 18, 1997, with Roger Rankin, Grantor · CIK 0001558752 · 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: 16,230

Underlying: Class A Common Stock · 414 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
March 25, 2020 Filed Apr 16, 2020 21:31 UTC Hamilton Beach Brands Holding Co HBB · Entity 5625 GiftClass A Common Stock 207 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-20-013937 · form4.xml · nonDerivative · entry 2

Alison A. Rankin, as trustee fbo Elisabeth M. Rankin under Irrevocable Trust, dated December 18, 1997, with Roger Rankin, Grantor · CIK 0001558752 · 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: 16,437

F1 · price: N/A

Read SEC document
March 25, 2020 Filed Apr 16, 2020 21:31 UTC Hamilton Beach Brands Holding Co HBB · Entity 5625 GiftClass A Common Stock 414 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-20-013937 · form4.xml · nonDerivative · entry 1

Alison A. Rankin, as trustee fbo Elisabeth M. Rankin under Irrevocable Trust, dated December 18, 1997, with Roger Rankin, Grantor · CIK 0001558752 · 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: 16,230

F1 · price: N/A

Read SEC document
March 25, 2020 Filed Dec 3, 2020 21:19 UTC NACCO INDUSTRIES INC NC · Entity 5896 GiftClass A Common Stock 207 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-20-030416 · form4.xml · nonDerivative · entry 2

Alison A. Rankin, as trustee fbo Elisabeth M. Rankin under Irrevocable Trust, dated December 18, 1997, with Roger Rankin, Grantor · CIK 0001558752 · 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: 16,437

F1 · price: N/A

Read SEC document
March 25, 2020 Filed Dec 3, 2020 21:19 UTC NACCO INDUSTRIES INC NC · Entity 5896 GiftClass A Common Stock 414 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-20-030416 · form4.xml · nonDerivative · entry 1

Alison A. Rankin, as trustee fbo Elisabeth M. Rankin under Irrevocable Trust, dated December 18, 1997, with Roger Rankin, Grantor · CIK 0001558752 · 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: 16,230

F1 · price: N/A

Read SEC document
March 25, 2020 Filed Feb 11, 2021 01:43 UTC HYSTER-YALE, INC. HY · Entity 5370 GiftClass B Common Stock · Derivative 207 $0.00 $0.00
Disclosure

SEC source: 0001127602-21-005066 · form5.xml · derivative · entry 7

Alison A. Rankin, as trustee fbo Elisabeth M. Rankin under Irrevocable Trust, dated December 18, 1997, with Roger Rankin, Grantor · CIK 0001558752 · Member of a Group

10b5-1 filing: Not disclosed

Ownership: Indirect · Reflects proportionate interests in shares held by Rankin Associates II.

Disclosed balance after: 16,436

Underlying: Class A Common Stock · 207 shares

Expires not disclosed

F1 · derivative.exercise_price: N/A

F1 · derivative.exercise_date: N/A

F1 · derivative.expiration_date: N/A

Read SEC document
March 25, 2020 Filed Feb 11, 2021 01:43 UTC HYSTER-YALE, INC. HY · Entity 5370 GiftClass B Common Stock · Derivative 414 $0.00 $0.00
Disclosure

SEC source: 0001127602-21-005066 · form5.xml · derivative · entry 6

Alison A. Rankin, as trustee fbo Elisabeth M. Rankin under Irrevocable Trust, dated December 18, 1997, with Roger Rankin, Grantor · CIK 0001558752 · Member of a Group

10b5-1 filing: Not disclosed

Ownership: Indirect · Reflects proportionate interests in shares held by Rankin Associates II.

Disclosed balance after: 16,436

Underlying: Class A Common Stock · 414 shares

Expires not disclosed

F1 · derivative.exercise_price: N/A

F1 · derivative.exercise_date: N/A

F1 · derivative.expiration_date: N/A

Read SEC document
March 25, 2020 Filed Feb 11, 2021 01:43 UTC HYSTER-YALE, INC. HY · Entity 5370 GiftClass A Common Stock 207 $0.00 $0.00
Disclosure

SEC source: 0001127602-21-005066 · form5.xml · nonDerivative · entry 3

Alison A. Rankin, as trustee fbo Elisabeth M. Rankin under Irrevocable Trust, dated December 18, 1997, with Roger Rankin, Grantor · CIK 0001558752 · Member of a Group

10b5-1 filing: Not disclosed

Ownership: Indirect · Reflects proportionate interests in shares held by Rankin Associates II.

Disclosed balance after: 16,436

Read SEC document
March 25, 2020 Filed Feb 11, 2021 01:43 UTC HYSTER-YALE, INC. HY · Entity 5370 GiftClass A Common Stock 414 $0.00 $0.00
Disclosure

SEC source: 0001127602-21-005066 · form5.xml · nonDerivative · entry 2

Alison A. Rankin, as trustee fbo Elisabeth M. Rankin under Irrevocable Trust, dated December 18, 1997, with Roger Rankin, Grantor · CIK 0001558752 · Member of a Group

10b5-1 filing: Not disclosed

Ownership: Indirect · Reflects proportionate interests in shares held by Rankin Associates II.

Disclosed balance after: 16,436

Read SEC document
March 25, 2020 Filed Feb 11, 2021 01:43 UTC HYSTER-YALE, INC. HY · Entity 5370 GiftClass A Common Stock 651 $0.00 $0.00
Disclosure

SEC source: 0001127602-21-005066 · form5.xml · nonDerivative · entry 1

Alison A. Rankin, as trustee fbo Elisabeth M. Rankin under Irrevocable Trust, dated December 18, 1997, with Roger Rankin, Grantor · CIK 0001558752 · Member of a Group

10b5-1 filing: Not disclosed

Ownership: Indirect · Proportionate interest in shares held by Rankin Associates V

Disclosed balance after: 1,134

Read SEC document
December 05, 2019 Filed Feb 13, 2020 22:53 UTC Amendment Hamilton Beach Brands Holding Co HBB · Entity 5625 GiftClass B Common Stock · Derivative 111 $0.00 $0.00
Disclosure

SEC source: 0001127602-20-005347 · form5a.xml · derivative · entry 5

Alison A. Rankin, as trustee fbo Elisabeth M. Rankin under Irrevocable Trust, dated December 18, 1997, with Roger Rankin, Grantor · CIK 0001558752 · 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: 15,816

Underlying: Class A Common Stock · 111 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

F2 · balance_after: Balance adjusted by 4,944 shares erroneously reported as held in a trust for the benefit of Elisabeth M. Rankin dated December 18, 1997 rather than the trust for the benefit of Elisabeth M. Rankin dated September 11, 2000.

Read SEC document
December 05, 2019 Filed Feb 13, 2020 22:53 UTC Amendment Hamilton Beach Brands Holding Co HBB · Entity 5625 GiftClass B Common Stock · Derivative 222 $0.00 $0.00
Disclosure

SEC source: 0001127602-20-005347 · form5a.xml · derivative · entry 4

Alison A. Rankin, as trustee fbo Elisabeth M. Rankin under Irrevocable Trust, dated December 18, 1997, with Roger Rankin, Grantor · CIK 0001558752 · 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: 15,816

Underlying: Class A Common Stock · 222 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

F2 · balance_after: Balance adjusted by 4,944 shares erroneously reported as held in a trust for the benefit of Elisabeth M. Rankin dated December 18, 1997 rather than the trust for the benefit of Elisabeth M. Rankin dated September 11, 2000.

Read SEC document
December 05, 2019 Filed Feb 13, 2020 22:53 UTC Amendment Hamilton Beach Brands Holding Co HBB · Entity 5625 GiftClass A Common Stock 111 $0.00 $0.00
Disclosure

SEC source: 0001127602-20-005347 · form5a.xml · nonDerivative · entry 2

Alison A. Rankin, as trustee fbo Elisabeth M. Rankin under Irrevocable Trust, dated December 18, 1997, with Roger Rankin, Grantor · CIK 0001558752 · 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: 15,816

F1 · price: N/A

F2 · balance_after: Balance adjusted by 4,944 shares erroneously reported as held in a trust for the benefit of Elisabeth M. Rankin dated December 18, 1997 rather than the trust for the benefit of Elisabeth M. Rankin dated September 11, 2000.

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December 05, 2019 Filed Feb 13, 2020 22:53 UTC Amendment Hamilton Beach Brands Holding Co HBB · Entity 5625 GiftClass A Common Stock 222 $0.00 $0.00
Disclosure

SEC source: 0001127602-20-005347 · form5a.xml · nonDerivative · entry 1

Alison A. Rankin, as trustee fbo Elisabeth M. Rankin under Irrevocable Trust, dated December 18, 1997, with Roger Rankin, Grantor · CIK 0001558752 · 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: 15,816

F1 · price: N/A

F2 · balance_after: Balance adjusted by 4,944 shares erroneously reported as held in a trust for the benefit of Elisabeth M. Rankin dated December 18, 1997 rather than the trust for the benefit of Elisabeth M. Rankin dated September 11, 2000.

Read SEC document
December 05, 2019 Filed Feb 13, 2020 20:42 UTC Hamilton Beach Brands Holding Co HBB · Entity 5625 GiftClass B Common Stock · Derivative 111 $0.00 $0.00
Disclosure

SEC source: 0001127602-20-005271 · form5.xml · derivative · entry 4

Alison A. Rankin, as trustee fbo Elisabeth M. Rankin under Irrevocable Trust, dated December 18, 1997, with Roger Rankin, Grantor · CIK 0001558752 · 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: 20,760

Underlying: Class A Common Stock · 111 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 05, 2019 Filed Feb 13, 2020 20:42 UTC Hamilton Beach Brands Holding Co HBB · Entity 5625 GiftClass B Common Stock · Derivative 222 $0.00 $0.00
Disclosure

SEC source: 0001127602-20-005271 · form5.xml · derivative · entry 3

Alison A. Rankin, as trustee fbo Elisabeth M. Rankin under Irrevocable Trust, dated December 18, 1997, with Roger Rankin, Grantor · CIK 0001558752 · 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: 20,760

Underlying: Class A Common Stock · 222 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 05, 2019 Filed Feb 13, 2020 20:42 UTC Hamilton Beach Brands Holding Co HBB · Entity 5625 GiftClass A Common Stock 111 $0.00 $0.00
Disclosure

SEC source: 0001127602-20-005271 · form5.xml · nonDerivative · entry 2

Alison A. Rankin, as trustee fbo Elisabeth M. Rankin under Irrevocable Trust, dated December 18, 1997, with Roger Rankin, Grantor · CIK 0001558752 · 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: 20,760

F1 · price: N/A

Read SEC document
December 05, 2019 Filed Feb 13, 2020 20:42 UTC Hamilton Beach Brands Holding Co HBB · Entity 5625 GiftClass A Common Stock 222 $0.00 $0.00
Disclosure

SEC source: 0001127602-20-005271 · form5.xml · nonDerivative · entry 1

Alison A. Rankin, as trustee fbo Elisabeth M. Rankin under Irrevocable Trust, dated December 18, 1997, with Roger Rankin, Grantor · CIK 0001558752 · 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: 20,760

F1 · price: N/A

Read SEC document
December 05, 2019 Filed Feb 13, 2020 20:39 UTC Hamilton Beach Brands Holding Co HBB · Entity 5625 GiftClass B Common Stock · Derivative 111 $0.00 $0.00
Disclosure

SEC source: 0001127602-20-005269 · form5.xml · derivative · entry 5

Alison A. Rankin, as trustee fbo Elisabeth M. Rankin under Irrevocable Trust, dated December 18, 1997, with Roger Rankin, Grantor · CIK 0001558752 · 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: 15,816

Underlying: Class A Common Stock · 111 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

F2 · balance_after: Balance adjusted by 4,944 shares erroneously reported as held in a trust for the benefit of Elisabeth M. Rankin dated December 18, 1997 rather than the trust for the benefit of Elisabeth M. Rankin dated September 11, 2000.

Read SEC document
December 05, 2019 Filed Feb 13, 2020 20:39 UTC Hamilton Beach Brands Holding Co HBB · Entity 5625 GiftClass B Common Stock · Derivative 222 $0.00 $0.00
Disclosure

SEC source: 0001127602-20-005269 · form5.xml · derivative · entry 4

Alison A. Rankin, as trustee fbo Elisabeth M. Rankin under Irrevocable Trust, dated December 18, 1997, with Roger Rankin, Grantor · CIK 0001558752 · 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: 15,816

Underlying: Class A Common Stock · 222 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

F2 · balance_after: Balance adjusted by 4,944 shares erroneously reported as held in a trust for the benefit of Elisabeth M. Rankin dated December 18, 1997 rather than the trust for the benefit of Elisabeth M. Rankin dated September 11, 2000.

Read SEC document
December 05, 2019 Filed Feb 13, 2020 20:39 UTC Hamilton Beach Brands Holding Co HBB · Entity 5625 GiftClass A Common Stock 111 $0.00 $0.00
Disclosure

SEC source: 0001127602-20-005269 · form5.xml · nonDerivative · entry 2

Alison A. Rankin, as trustee fbo Elisabeth M. Rankin under Irrevocable Trust, dated December 18, 1997, with Roger Rankin, Grantor · CIK 0001558752 · 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: 15,816

F1 · price: N/A

F2 · balance_after: Balance adjusted by 4,944 shares erroneously reported as held in a trust for the benefit of Elisabeth M. Rankin dated December 18, 1997 rather than the trust for the benefit of Elisabeth M. Rankin dated September 11, 2000.

Read SEC document
December 05, 2019 Filed Feb 13, 2020 20:39 UTC Hamilton Beach Brands Holding Co HBB · Entity 5625 GiftClass A Common Stock 222 $0.00 $0.00
Disclosure

SEC source: 0001127602-20-005269 · form5.xml · nonDerivative · entry 1

Alison A. Rankin, as trustee fbo Elisabeth M. Rankin under Irrevocable Trust, dated December 18, 1997, with Roger Rankin, Grantor · CIK 0001558752 · 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: 15,816

F1 · price: N/A

F2 · balance_after: Balance adjusted by 4,944 shares erroneously reported as held in a trust for the benefit of Elisabeth M. Rankin dated December 18, 1997 rather than the trust for the benefit of Elisabeth M. Rankin dated September 11, 2000.

Read SEC document
December 05, 2019 Filed Feb 14, 2020 16:15 UTC NACCO INDUSTRIES INC NC · Entity 5896 GiftClass A Common Stock 111 $0.00 $0.00
Disclosure

SEC source: 0001127602-20-005435 · form5.xml · nonDerivative · entry 2

Alison A. Rankin, as trustee fbo Elisabeth M. Rankin under Irrevocable Trust, dated December 18, 1997, with Roger Rankin, Grantor · CIK 0001558752 · 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: 15,816

F1 · price: N/A

Read SEC document
December 05, 2019 Filed Feb 14, 2020 16:15 UTC NACCO INDUSTRIES INC NC · Entity 5896 GiftClass A Common Stock 222 $0.00 $0.00
Disclosure

SEC source: 0001127602-20-005435 · form5.xml · nonDerivative · entry 1

Alison A. Rankin, as trustee fbo Elisabeth M. Rankin under Irrevocable Trust, dated December 18, 1997, with Roger Rankin, Grantor · CIK 0001558752 · 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: 15,816

F1 · price: N/A

Read SEC document
December 05, 2019 Filed Feb 14, 2020 16:43 UTC HYSTER-YALE, INC. HY · Entity 5370 GiftClass B Common Stock · Derivative 111 $0.00 $0.00
Disclosure

SEC source: 0001127602-20-005446 · form5.xml · derivative · entry 7

Alison A. Rankin, as trustee fbo Elisabeth M. Rankin under Irrevocable Trust, dated December 18, 1997, with Roger Rankin, Grantor · CIK 0001558752 · Member of a Group

10b5-1 filing: Not disclosed

Ownership: Indirect · Reflects proportionate interests in shares held by Rankin Associates II.

Disclosed balance after: 20,759

Underlying: Class A Common Stock · 111 shares

Expires not disclosed

F1 · derivative.exercise_price: N/A

F1 · derivative.exercise_date: N/A

F1 · derivative.expiration_date: N/A

Read SEC document
December 05, 2019 Filed Feb 14, 2020 16:43 UTC HYSTER-YALE, INC. HY · Entity 5370 GiftClass B Common Stock · Derivative 222 $0.00 $0.00
Disclosure

SEC source: 0001127602-20-005446 · form5.xml · derivative · entry 6

Alison A. Rankin, as trustee fbo Elisabeth M. Rankin under Irrevocable Trust, dated December 18, 1997, with Roger Rankin, Grantor · CIK 0001558752 · Member of a Group

10b5-1 filing: Not disclosed

Ownership: Indirect · Reflects proportionate interests in shares held by Rankin Associates II.

Disclosed balance after: 20,759

Underlying: Class A Common Stock · 222 shares

Expires not disclosed

F1 · derivative.exercise_price: N/A

F1 · derivative.exercise_date: N/A

F1 · derivative.expiration_date: N/A

Read SEC document
December 05, 2019 Filed Feb 14, 2020 16:43 UTC HYSTER-YALE, INC. HY · Entity 5370 GiftClass A Common Stock 111 $0.00 $0.00
Disclosure

SEC source: 0001127602-20-005446 · form5.xml · nonDerivative · entry 3

Alison A. Rankin, as trustee fbo Elisabeth M. Rankin under Irrevocable Trust, dated December 18, 1997, with Roger Rankin, Grantor · CIK 0001558752 · Member of a Group

10b5-1 filing: Not disclosed

Ownership: Indirect · Reflects proportionate interests in shares held by Rankin Associates II.

Disclosed balance after: 20,759

Read SEC document
December 05, 2019 Filed Feb 14, 2020 16:43 UTC HYSTER-YALE, INC. HY · Entity 5370 GiftClass A Common Stock 222 $0.00 $0.00
Disclosure

SEC source: 0001127602-20-005446 · form5.xml · nonDerivative · entry 2

Alison A. Rankin, as trustee fbo Elisabeth M. Rankin under Irrevocable Trust, dated December 18, 1997, with Roger Rankin, Grantor · CIK 0001558752 · Member of a Group

10b5-1 filing: Not disclosed

Ownership: Indirect · Reflects proportionate interests in shares held by Rankin Associates II.

Disclosed balance after: 20,759

Read SEC document
December 05, 2019 Filed Feb 14, 2020 16:43 UTC HYSTER-YALE, INC. HY · Entity 5370 GiftClass A Common Stock 378 $0.00 $0.00
Disclosure

SEC source: 0001127602-20-005446 · form5.xml · nonDerivative · entry 1

Alison A. Rankin, as trustee fbo Elisabeth M. Rankin under Irrevocable Trust, dated December 18, 1997, with Roger Rankin, Grantor · CIK 0001558752 · Member of a Group

10b5-1 filing: Not disclosed

Ownership: Indirect · Proportionate interest in shares held by Rankin Associates V

Disclosed balance after: 483

Read SEC document
July 11, 2019 Filed Jul 12, 2019 18:32 UTC HYSTER-YALE, INC. HY · Entity 5370 PurchaseClass A Common Stock 2 $53.84 $107.68
Disclosure

SEC source: 0001127602-19-024452 · form4.xml · nonDerivative · entry 2

Alison A. Rankin, as trustee fbo Elisabeth M. Rankin under Irrevocable Trust, dated December 18, 1997, with Roger Rankin, Grantor · CIK 0001558752 · Member of a Group

10b5-1 filing: Not disclosed

Ownership: Indirect · Proportionate interest in shares held by Rankin Associates VI

Disclosed balance after: 535

F1 · shares: Shares purchased pursuant to 10b5-1 plan.

F3 · price: 2019-July-11-Weighted Average-Share Price represents average price between $53.40 and $53.84.

Read SEC document
July 10, 2019 Filed Jul 12, 2019 18:32 UTC HYSTER-YALE, INC. HY · Entity 5370 PurchaseClass A Common Stock 1 $53.99 $53.99
Disclosure

SEC source: 0001127602-19-024452 · form4.xml · nonDerivative · entry 1

Alison A. Rankin, as trustee fbo Elisabeth M. Rankin under Irrevocable Trust, dated December 18, 1997, with Roger Rankin, Grantor · CIK 0001558752 · Member of a Group

10b5-1 filing: Not disclosed

Ownership: Indirect · Proportionate interest in shares held by Rankin Associates VI

Disclosed balance after: 533

F1 · shares: Shares purchased pursuant to 10b5-1 plan.

F2 · price: 2019-July-10-Weighted Average-Share Price represents average price between $53.95 and $53.99.

Read SEC document
July 09, 2019 Filed Jul 10, 2019 16:04 UTC HYSTER-YALE, INC. HY · Entity 5370 PurchaseClass A Common Stock 1 $53.83 $53.83
Disclosure

SEC source: 0001127602-19-024310 · form4.xml · nonDerivative · entry 2

Alison A. Rankin, as trustee fbo Elisabeth M. Rankin under Irrevocable Trust, dated December 18, 1997, with Roger Rankin, Grantor · CIK 0001558752 · Member of a Group

10b5-1 filing: Not disclosed

Ownership: Indirect · Proportionate interest in shares held by Rankin Associates VI

Disclosed balance after: 532

F1 · shares: Shares purchased pursuant to 10b5-1 plan.

F3 · price: 2019-July-9-Weighted Average-Share Price represents average price between $53.50 and $53.99.

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.