Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HYSTER-YALE, INC.HY · Entity 5370 | Officer of a Subsidiary | February 15, 2024 | February 20, 2024 |
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 February 15, 2024 · Filed February 20, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 15,190 |
Ending reported balance
After 2024-02-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-02-15 · Grant · Acquired 7,206 · Balance 17,069 F1: LTIP Award-Shares of Class A Common Stock awarded to the Reporting Person under the company's Long-Term Incentive Compensation Plan Row 2 · 2024-02-15 · Tax withholding · Disposed 1,879 · Balance 15,190 F2: Mandatory Cashless-Exercise-Award shares that Reporting Person surrendered to Company in order to satisfy his/her tax withholding obligations with respect to his/her LTIP Stock Award |
Filing footnotes · ownership attribution and instrument terms
F1: LTIP Award-Shares of Class A Common Stock awarded to the Reporting Person under the company's Long-Term Incentive Compensation Plan
F2: Mandatory Cashless-Exercise-Award shares that Reporting Person surrendered to Company in order to satisfy his/her tax withholding obligations with respect to his/her LTIP Stock Award
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 |
|---|---|---|---|---|---|---|
| February 15, 2024 Filed Feb 20, 2024 20:58 UTC | HYSTER-YALE, INC. HY · Entity 5370 | Tax withholdingClass A Common Stock | 1,879 | $70.74 | $132,916.70 |
DisclosureSEC source: 0001127602-24-005664 · form4.xml · nonDerivative · entry 2 Karas Stephen J · CIK 0001804733 · Officer of a Subsidiary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,190 F2 · kind: Mandatory Cashless-Exercise-Award shares that Reporting Person surrendered to Company in order to satisfy his/her tax withholding obligations with respect to his/her LTIP Stock Award Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 20:58 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GrantClass A Common Stock | 7,206 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-005664 · form4.xml · nonDerivative · entry 1 Karas Stephen J · CIK 0001804733 · Officer of a Subsidiary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,069 F1 · kind: LTIP Award-Shares of Class A Common Stock awarded to the Reporting Person under the company's Long-Term Incentive Compensation Plan Read SEC document |
| February 09, 2023 Filed Feb 13, 2023 19:27 UTC | HYSTER-YALE, INC. HY · Entity 5370 | Tax withholdingClass A Common Stock | 566 | $31.24 | $17,683.54 |
DisclosureSEC source: 0001127602-23-004805 · form4.xml · nonDerivative · entry 2 Karas Stephen J · CIK 0001804733 · Officer of a Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,863 F2 · kind: Mandatory Cashless-Exercise-Award shares that Reporting Person surrendered to Company in order to satisfy his/her tax withholding obligations with respect to his/her LTIP Stock Award Read SEC document |
| February 09, 2023 Filed Feb 13, 2023 19:27 UTC | HYSTER-YALE, INC. HY · Entity 5370 | Exercise / conversionClass A Common Stock | 3,632 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-004805 · form4.xml · nonDerivative · entry 1 Karas Stephen J · CIK 0001804733 · Officer of a Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,429 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: LTIP Award-Shares of Class A Common Stock awarded to the Reporting Person under the company's Long-Term Incentive Compensation Plan Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 16:49 UTC | HYSTER-YALE, INC. HY · Entity 5370 | Tax withholdingClass A Common Stock | 130 | $35.09 | $4,561.70 |
DisclosureSEC source: 0001127602-22-008194 · form4.xml · nonDerivative · entry 2 Karas Stephen J · CIK 0001804733 · Officer of a Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,797 F2 · kind: Cashless-Exercise-Award shares that Reporting Person surrendered to Company in order to satisfy his/her tax withholding obligations with respect to his/her LTIP Stock Award Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 16:49 UTC | HYSTER-YALE, INC. HY · Entity 5370 | Exercise / conversionClass A Common Stock | 1,090 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-008194 · form4.xml · nonDerivative · entry 1 Karas Stephen J · CIK 0001804733 · Officer of a Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,927 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: LTIP Award-Shares of Class A Common Stock awarded to the Reporting Person under the company's Long-Term Incentive Compensation Plan 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.