organization · Reporting owner
JCB 2020 GST Trust f/b/o Clara 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 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 | December 31, 2020 | February 12, 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 December 15, 2021 · Filed December 17, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectRepresents proportionate interest 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 4,054 · 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 | IndirectRepresents proportionate interest in shares held by Rankin Associates V | 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 453 · 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 | IndirectRepresents proportionate interest in shares held by Rankin Associates VI | 0 |
Reported balance
After 2021-12-15 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2021-12-15 · Other · Disposed 318 · 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 proportionate interest in shares held by Rankin Associates II | 8,108 |
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 4,054 · Balance 8,108 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. F3: N/A F4: N/A |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectRepresents percentage of ownership interest of Rankin Associates V partnership held in trust | 453 |
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 453 · Balance 453 F5: 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 | IndirectRepresents proportionate interest in shares held by Rankin Associates VI | 318 |
Reported balance
After 2021-12-15 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2021-12-15 · Other · Acquired 318 · Balance 318 F5: 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
F3: N/A
F4: N/A
F5: 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. | 8,107 |
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 8,107 · Balance 8,107 F1: N/A F2: Contribution of Class B shares to Rankin Associates HBB, L.P. ("RA HBB"). 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"). Reporting Person is a limited partner of RA HBB.
NACCO INDUSTRIES INC
Report date December 31, 2020 · Filed February 12, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectProportionate interest of shares held by Rankin Associates II, L.P. | 4,054 |
Reported balance
After 2020-12-31 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2020-12-31 · Gift · Acquired 4,054 · Balance 4,054 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 |
|---|---|---|---|---|---|---|
| March 12, 2024 Filed Mar 12, 2024 14:20 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass B Common Stock · Derivative | 8,107 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-009652 · form4.xml · derivative · entry 1 JCB 2020 GST Trust f/b/o Clara R. Butler · CIK 0001838013 · Member of a Group 10b5-1 filing: No plan indicated Ownership: Indirect · Proportionate LP interest of shares held by Rankin Associates HBB, L.P. Disclosed balance after: 8,107 Underlying: Class A Common Stock · 8,107 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"). 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 11, 2023 17:30 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass B Common Stock · Derivative | 8,107 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-022399 · form4.xml · derivative · entry 1 JCB 2020 GST Trust f/b/o Clara R. Butler · CIK 0001838013 · Member of a Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,107 Underlying: Class A Common Stock · 8,107 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 8,107. 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 11:06 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass B Common Stock · Derivative | 4,054 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016804 · form4.xml · derivative · entry 2 JCB 2020 GST Trust f/b/o Clara R. Butler · CIK 0001838013 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate interest of shares held by Rankin Associates II, L.P. Disclosed balance after: 8,108 Underlying: Class A Common Stock · 4,054 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 11:06 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass A Common Stock | 4,054 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016804 · form4.xml · nonDerivative · entry 1 JCB 2020 GST Trust f/b/o Clara R. Butler · CIK 0001838013 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate interest of 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 14:35 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass B Common Stock · Derivative | 318 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031289 · form4.xml · derivative · entry 6 JCB 2020 GST Trust f/b/o Clara R. Butler · CIK 0001838013 · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · Represents proportionate interest in shares held by Rankin Associates VI Disclosed balance after: 318 Underlying: Class A Common Stock · 318 shares Expires not disclosed F5 · 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. F5 · derivative.exercise_date: N/A F5 · derivative.expiration_date: N/A Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 14:35 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass B Common Stock · Derivative | 453 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031289 · form4.xml · derivative · entry 5 JCB 2020 GST Trust f/b/o Clara R. Butler · CIK 0001838013 · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · Represents percentage of ownership interest of Rankin Associates V partnership held in trust Disclosed balance after: 453 Underlying: Class A Common Stock · 453 shares Expires not disclosed F5 · 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. F5 · derivative.exercise_date: N/A F5 · derivative.expiration_date: N/A Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 14:35 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass B Common Stock · Derivative | 4,054 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031289 · form4.xml · derivative · entry 4 JCB 2020 GST Trust f/b/o Clara R. Butler · CIK 0001838013 · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · Represents proportionate interest in shares held by Rankin Associates II Disclosed balance after: 8,108 Underlying: Class A Common Stock · 4,054 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. F3 · derivative.exercise_date: N/A F4 · derivative.expiration_date: N/A Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 14:35 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 318 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031289 · form4.xml · nonDerivative · entry 3 JCB 2020 GST Trust f/b/o Clara R. Butler · CIK 0001838013 · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · Represents 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 14:35 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 453 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031289 · form4.xml · nonDerivative · entry 2 JCB 2020 GST Trust f/b/o Clara R. Butler · CIK 0001838013 · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · Represents 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 14:35 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 4,054 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031289 · form4.xml · nonDerivative · entry 1 JCB 2020 GST Trust f/b/o Clara R. Butler · CIK 0001838013 · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · Represents proportionate interest 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 31, 2020 Filed Jan 5, 2021 17:30 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass B Common Stock · Derivative | 4,054 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-000769 · form4.xml · derivative · entry 2 JCB 2020 GST Trust f/b/o Clara R. Butler · CIK 0001838013 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate interest of shares held by Rankin Associates II, L.P. Disclosed balance after: 4,054 Underlying: Class A Common Stock · 4,054 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 31, 2020 Filed Jan 5, 2021 17:30 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass A Common Stock | 4,054 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-000769 · form4.xml · nonDerivative · entry 1 JCB 2020 GST Trust f/b/o Clara R. Butler · CIK 0001838013 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate interest of shares held by Rankin Associates II, L.P. Disclosed balance after: 4,054 F1 · price: N/A Read SEC document |
| December 31, 2020 Filed Jan 26, 2021 16:39 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass B Common Stock · Derivative | 4,054 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-002607 · form5.xml · derivative · entry 4 JCB 2020 GST Trust f/b/o Clara R. Butler · CIK 0001838013 · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · Represents proportionate interest in shares held by Rankin Associates II Disclosed balance after: 4,054 Underlying: Class A Common Stock · 4,054 shares Expires not disclosed F1 · derivative.exercise_price: N/A F2 · derivative.exercise_date: N/A F3 · derivative.expiration_date: N/A Read SEC document |
| December 31, 2020 Filed Jan 26, 2021 16:39 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 318 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-002607 · form5.xml · nonDerivative · entry 3 JCB 2020 GST Trust f/b/o Clara R. Butler · CIK 0001838013 · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · Represents proportionate interest in shares held by Rankin Associates VI Disclosed balance after: 318 Read SEC document |
| December 31, 2020 Filed Jan 26, 2021 16:39 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 453 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-002607 · form5.xml · nonDerivative · entry 2 JCB 2020 GST Trust f/b/o Clara R. Butler · CIK 0001838013 · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · Represents proportionate interest in shares held by Rankin Associates V Disclosed balance after: 453 Read SEC document |
| December 31, 2020 Filed Jan 26, 2021 16:39 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 4,054 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-002607 · form5.xml · nonDerivative · entry 1 JCB 2020 GST Trust f/b/o Clara R. Butler · CIK 0001838013 · Member of a group 10b5-1 filing: Not disclosed Ownership: Indirect · Represents proportionate interest in shares held by Rankin Associates II Disclosed balance after: 4,054 Read SEC document |
| December 31, 2020 Filed Feb 12, 2021 16:19 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GiftClass A Common Stock | 4,054 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-005348 · form5.xml · nonDerivative · entry 1 JCB 2020 GST Trust f/b/o Clara R. Butler · CIK 0001838013 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate interest of shares held by Rankin Associates II, L.P. Disclosed balance after: 4,054 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.