organization · Reporting owner
Alison A. Rankin, as trustee fbo A. Farnham Rankin under Irrevocable Trust, dated December 18, 1997, with Roger Rankin, Grantor
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 a 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 | September 29, 2017 | October 05, 2017 |
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 | IndirectReflects proportionate interests in shares held by Rankin Associates II. | 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 17,987 · 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 | IndirectReflects proportionate interests in shares held by Rankin Associates II. | 35,974 |
Reported balance
After 2021-12-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-12-15 · Other · Acquired 17,987 · Balance 35,974 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. |
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 RA HBB, L.P. | 29,863 |
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 29,863 · Balance 29,863 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 September 29, 2017 · Filed October 05, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectProportionate limited partnership interest in shares held by Rankin Associates II, L.P. | 17,987 |
Reported balance
Holding disclosure · report date 2017-09-29 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 17,987 |
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 |
|---|---|---|---|---|---|---|
| March 12, 2024 Filed Mar 12, 2024 14:26 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass B Common Stock · Derivative | 29,863 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-009657 · form4.xml · derivative · entry 1 Alison A. Rankin, as trustee fbo A. Farnham Rankin under Irrevocable Trust, dated December 18, 1997, with Roger Rankin, Grantor · CIK 0001558736 · 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: 29,863 Underlying: Class A Common Stock · 29,863 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 14, 2023 11:25 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass B Common Stock · Derivative | 29,863 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-022457 · form4.xml · derivative · entry 1 Alison A. Rankin, as trustee fbo A. Farnham Rankin under Irrevocable Trust, dated December 18, 1997, with Roger Rankin, Grantor · CIK 0001558736 · Member of a Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,863 Underlying: Class A Common Stock · 29,863 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 29,863 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 10:28 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass B Common Stock · Derivative | 14,931 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016765 · form4.xml · derivative · entry 2 Alison A. Rankin, as trustee fbo A. Farnham Rankin under Irrevocable Trust, dated December 18, 1997, with Roger Rankin, Grantor · CIK 0001558736 · 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: 29,862 Underlying: Class A Common Stock · 14,931 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 10:28 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass A Common Stock | 14,931 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016765 · form4.xml · nonDerivative · entry 1 Alison A. Rankin, as trustee fbo A. Farnham Rankin under Irrevocable Trust, dated December 18, 1997, with Roger Rankin, Grantor · CIK 0001558736 · 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 15, 2021 Filed Dec 17, 2021 22:02 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass B Common Stock · Derivative | 17,987 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031424 · form4.xml · derivative · entry 2 Alison A. Rankin, as trustee fbo A. Farnham Rankin under Irrevocable Trust, dated December 18, 1997, with Roger Rankin, Grantor · CIK 0001558736 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Reflects proportionate interests in shares held by Rankin Associates II. Disclosed balance after: 35,974 Underlying: Class A Common Stock · 17,987 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 22:02 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 17,987 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031424 · form4.xml · nonDerivative · entry 1 Alison A. Rankin, as trustee fbo A. Farnham Rankin under Irrevocable Trust, dated December 18, 1997, with Roger Rankin, Grantor · CIK 0001558736 · 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 |
| December 22, 2016 Filed Feb 14, 2017 20:43 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass B Common Stock · Derivative | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005969 · form5.xml · derivative · entry 4 Alison A. Rankin, as trustee fbo A. Farnham Rankin under Irrevocable Trust, dated December 18, 1997, with Roger Rankin, Grantor · CIK 0001558736 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Reflects proportionate interests in shares held by Rankin Associates II. Disclosed balance after: 17,987 Underlying: Class A Common Stock · 100 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 22, 2016 Filed Feb 14, 2017 20:43 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass B Common Stock · Derivative | 199 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005969 · form5.xml · derivative · entry 3 Alison A. Rankin, as trustee fbo A. Farnham Rankin under Irrevocable Trust, dated December 18, 1997, with Roger Rankin, Grantor · CIK 0001558736 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Reflects proportionate interests in shares held by Rankin Associates II. Disclosed balance after: 17,987 Underlying: Class A Common Stock · 199 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 22, 2016 Filed Feb 14, 2017 20:43 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005969 · form5.xml · nonDerivative · entry 2 Alison A. Rankin, as trustee fbo A. Farnham Rankin under Irrevocable Trust, dated December 18, 1997, with Roger Rankin, Grantor · CIK 0001558736 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Reflects proportionate interests in shares held by Rankin Associates II. Disclosed balance after: 17,987 Read SEC document |
| December 22, 2016 Filed Feb 14, 2017 20:43 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 199 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005969 · form5.xml · nonDerivative · entry 1 Alison A. Rankin, as trustee fbo A. Farnham Rankin under Irrevocable Trust, dated December 18, 1997, with Roger Rankin, Grantor · CIK 0001558736 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Reflects proportionate interests in shares held by Rankin Associates II. Disclosed balance after: 17,987 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.