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organization · Reporting owner

Claiborne R. Rankin, Jr. Revocable Trust dated August 25, 2000

Disclosed activity across 3 companies

Tapewire entity
96233
SEC CIK
0001558738

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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 08, 2023December 12, 2023
Hamilton Beach Brands Holding CoHBB · Entity 5625Member of a GroupDecember 31, 2017February 14, 2018
NACCO INDUSTRIES INCNC · Entity 5896Member of a GroupDecember 31, 2022February 13, 2023

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 08, 2023 · Filed December 12, 2023

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class B Common StockSEC Table II · derivative / convertible securityIndirectReflects proportionate interests in shares held by Rankin Associates II.10,439 Reported balance After 2023-12-08 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 3 · 2023-12-08 · Gift · Disposed 354 · Balance 10,439

F1: N/A

Class B Common StockSEC Table II · derivative / convertible securityIndirectReflects proportionate interests in shares held by Rankin Associates II.10,817 Reported balance After 2023-12-08 transaction · row 4 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 4 · 2023-12-08 · Gift · Acquired 378 · Balance 10,817

F1: N/A

Class A Common StockSEC Table I · non-derivativeIndirectReflects proportionate interests in shares held by Rankin Associates II.10,793 Reported balance Holding disclosure · report date 2023-12-08 · row 1 Holding and transaction disclosures are not merged.
1 source row

Row 1 · Balance 10,793

Class A Common StockSEC Table I · non-derivativeDirect769 Reported balance Holding disclosure · report date 2023-12-08 · row 2 Holding and transaction disclosures are not merged.
1 source row

Row 2 · Balance 769

Class B Common StockSEC Table II · derivative / convertible securityDirect10,027 Reported balance Holding disclosure · report date 2023-12-08 · row 5 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 5 · Balance 10,027

F1: N/A

Filing footnotes · ownership attribution and instrument terms

F1: N/A

Hamilton Beach Brands Holding Co

Report date December 31, 2017 · Filed February 14, 2018 · Amendment

Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A Common StockSEC Table I · non-derivativeDirect5,640 Reported balance Holding disclosure · report date 2017-12-31 · row 1 Amendment: may correct only part of an earlier disclosure.
1 source row

Row 1 · Balance 5,640

Class A Common StockSEC Table I · non-derivativeIndirectProportionate limited partnership interests in shares held by Rankin Associates II, L.P.10,793 Reported balance Holding disclosure · report date 2017-12-31 · row 2 Amendment: may correct only part of an earlier disclosure.
1 source row

Row 2 · Balance 10,793

Class B Common StockSEC Table II · derivative / convertible securityDirect5,640 Reported balance Holding disclosure · report date 2017-12-31 · row 3 Amendment: may correct only part of an earlier disclosure.
1 source row

Row 3 · Balance 5,640

F1: N/A

Class B Common StockSEC Table II · derivative / convertible securityIndirectProportionate limited partnership interests in shares held by Rankin Associates II, L.P.10,793 Reported balance Holding disclosure · report date 2017-12-31 · row 4 Amendment: may correct only part of an earlier disclosure.
1 source row

Row 4 · Balance 10,793

F1: N/A

Filing footnotes · ownership attribution and instrument terms

F1: N/A

NACCO INDUSTRIES INC

Report date December 31, 2022 · Filed February 13, 2023

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.11,199 Reported balance After 2022-12-13 transaction · row 1 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 1 · 2022-12-13 · Gift · Acquired 184 · Balance 11,199

F1: N/A

Class A Common StockSEC Table I · non-derivativeIndirectProportionate limited partnership interest in shares held by Rankin Associates II, L.P.11,199 Reported balance After 2022-12-13 transaction · row 2 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 2 · 2022-12-13 · Gift · Disposed 92 · Balance 11,199

F1: N/A

Class A Common StockSEC Table I · non-derivativeIndirectProportionate limited partnership interest in shares held by Rankin Associates II, L.P.11,199 Reported balance After 2022-12-13 transaction · row 3 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 3 · 2022-12-13 · Gift · Disposed 92 · Balance 11,199

F1: N/A

Class A Common StockSEC Table I · non-derivativeDirect5,640 Reported balance Holding disclosure · report date 2022-12-31 · row 4 Holding and transaction disclosures are not merged.
1 source row

Row 4 · Balance 5,640

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
December 08, 2023 Filed Dec 12, 2023 20:07 UTC HYSTER-YALE, INC. HY · Entity 5370 GiftClass B Common Stock · Derivative 378 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-029323 · form4.xml · derivative · entry 4

Claiborne R. Rankin, Jr. Revocable Trust dated August 25, 2000 · CIK 0001558738 · Member of a Group

10b5-1 filing: No plan indicated

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

Disclosed balance after: 10,817

Underlying: Class A Common Stock · 378 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 08, 2023 Filed Dec 12, 2023 20:07 UTC HYSTER-YALE, INC. HY · Entity 5370 GiftClass B Common Stock · Derivative 354 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-029323 · form4.xml · derivative · entry 3

Claiborne R. Rankin, Jr. Revocable Trust dated August 25, 2000 · CIK 0001558738 · Member of a Group

10b5-1 filing: No plan indicated

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

Disclosed balance after: 10,439

Underlying: Class A Common Stock · 354 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 13, 2022 Filed Feb 13, 2023 16:08 UTC NACCO INDUSTRIES INC NC · Entity 5896 GiftClass A Common Stock 92 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-004681 · form5.xml · nonDerivative · entry 3

Claiborne R. Rankin, Jr. Revocable Trust dated August 25, 2000 · CIK 0001558738 · 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: 11,199

F1 · price: N/A

Read SEC document
December 13, 2022 Filed Feb 13, 2023 16:08 UTC NACCO INDUSTRIES INC NC · Entity 5896 GiftClass A Common Stock 92 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-004681 · form5.xml · nonDerivative · entry 2

Claiborne R. Rankin, Jr. Revocable Trust dated August 25, 2000 · CIK 0001558738 · 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: 11,199

F1 · price: N/A

Read SEC document
December 13, 2022 Filed Feb 13, 2023 16:08 UTC NACCO INDUSTRIES INC NC · Entity 5896 GiftClass A Common Stock 184 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-004681 · form5.xml · nonDerivative · entry 1

Claiborne R. Rankin, Jr. Revocable Trust dated August 25, 2000 · CIK 0001558738 · 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: 11,199

F1 · price: N/A

Read SEC document
March 25, 2020 Filed Dec 4, 2020 23:21 UTC NACCO INDUSTRIES INC NC · Entity 5896 GiftClass A Common Stock 111 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-20-030629 · form4.xml · nonDerivative · entry 3

Claiborne R. Rankin, Jr. Revocable Trust dated August 25, 2000 · CIK 0001558738 · 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: 11,199

F1 · price: N/A

Read SEC document
March 25, 2020 Filed Dec 4, 2020 23:21 UTC NACCO INDUSTRIES INC NC · Entity 5896 GiftClass A Common Stock 207 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-20-030629 · form4.xml · nonDerivative · entry 2

Claiborne R. Rankin, Jr. Revocable Trust dated August 25, 2000 · CIK 0001558738 · 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: 11,310

F1 · price: N/A

Read SEC document
March 25, 2020 Filed Dec 4, 2020 23:21 UTC NACCO INDUSTRIES INC NC · Entity 5896 GiftClass A Common Stock 208 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-20-030629 · form4.xml · nonDerivative · entry 1

Claiborne R. Rankin, Jr. Revocable Trust dated August 25, 2000 · CIK 0001558738 · 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: 11,103

F1 · price: N/A

Read SEC document
December 05, 2019 Filed Feb 14, 2020 17:14 UTC NACCO INDUSTRIES INC NC · Entity 5896 GiftClass A Common Stock 111 $0.00 $0.00
Disclosure

SEC source: 0001127602-20-005469 · form5.xml · nonDerivative · entry 2

Claiborne R. Rankin, Jr. Revocable Trust dated August 25, 2000 · CIK 0001558738 · 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: 10,895

F1 · price: N/A

Read SEC document
December 05, 2019 Filed Feb 14, 2020 17:14 UTC NACCO INDUSTRIES INC NC · Entity 5896 GiftClass A Common Stock 111 $0.00 $0.00
Disclosure

SEC source: 0001127602-20-005469 · form5.xml · nonDerivative · entry 1

Claiborne R. Rankin, Jr. Revocable Trust dated August 25, 2000 · CIK 0001558738 · 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: 10,895

F1 · price: N/A

Read SEC document
November 08, 2018 Filed Feb 14, 2019 15:35 UTC NACCO INDUSTRIES INC NC · Entity 5896 GiftClass A Common Stock 102 $0.00 $0.00
Disclosure

SEC source: 0001127602-19-005832 · form5.xml · nonDerivative · entry 3

Claiborne R. Rankin, Jr. Revocable Trust dated August 25, 2000 · CIK 0001558738 · 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: 10,895

F1 · price: N/A

Read SEC document
November 08, 2018 Filed Feb 14, 2019 15:35 UTC NACCO INDUSTRIES INC NC · Entity 5896 GiftClass A Common Stock 102 $0.00 $0.00
Disclosure

SEC source: 0001127602-19-005832 · form5.xml · nonDerivative · entry 2

Claiborne R. Rankin, Jr. Revocable Trust dated August 25, 2000 · CIK 0001558738 · 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: 10,895

F1 · price: N/A

Read SEC document
November 08, 2018 Filed Feb 14, 2019 15:35 UTC NACCO INDUSTRIES INC NC · Entity 5896 GiftClass A Common Stock 102 $0.00 $0.00
Disclosure

SEC source: 0001127602-19-005832 · form5.xml · nonDerivative · entry 1

Claiborne R. Rankin, Jr. Revocable Trust dated August 25, 2000 · CIK 0001558738 · 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: 10,895

F1 · price: N/A

Read SEC document
December 14, 2017 Filed Feb 13, 2018 16:16 UTC HYSTER-YALE, INC. HY · Entity 5370 GiftClass B Common Stock · Derivative 81 $0.00 $0.00
Disclosure

SEC source: 0001127602-18-005356 · form5.xml · derivative · entry 5

Claiborne R. Rankin, Jr. Revocable Trust dated August 25, 2000 · CIK 0001558738 · Member of a Group

10b5-1 filing: Not disclosed

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

Disclosed balance after: 10,793

Underlying: Class A Common Stock · 81 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 14, 2017 Filed Feb 13, 2018 16:16 UTC HYSTER-YALE, INC. HY · Entity 5370 GiftClass B Common Stock · Derivative 81 $0.00 $0.00
Disclosure

SEC source: 0001127602-18-005356 · form5.xml · derivative · entry 4

Claiborne R. Rankin, Jr. Revocable Trust dated August 25, 2000 · CIK 0001558738 · Member of a Group

10b5-1 filing: Not disclosed

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

Disclosed balance after: 10,793

Underlying: Class A Common Stock · 81 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 14, 2017 Filed Feb 13, 2018 16:16 UTC HYSTER-YALE, INC. HY · Entity 5370 GiftClass A Common Stock 81 $0.00 $0.00
Disclosure

SEC source: 0001127602-18-005356 · form5.xml · nonDerivative · entry 2

Claiborne R. Rankin, Jr. Revocable Trust dated August 25, 2000 · CIK 0001558738 · Member of a Group

10b5-1 filing: Not disclosed

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

Disclosed balance after: 10,793

Read SEC document
December 14, 2017 Filed Feb 13, 2018 16:16 UTC HYSTER-YALE, INC. HY · Entity 5370 GiftClass A Common Stock 81 $0.00 $0.00
Disclosure

SEC source: 0001127602-18-005356 · form5.xml · nonDerivative · entry 1

Claiborne R. Rankin, Jr. Revocable Trust dated August 25, 2000 · CIK 0001558738 · Member of a Group

10b5-1 filing: Not disclosed

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

Disclosed balance after: 10,793

Read SEC document
December 14, 2017 Filed Feb 14, 2018 17:23 UTC NACCO INDUSTRIES INC NC · Entity 5896 GiftClass A Common Stock 81 $0.00 $0.00
Disclosure

SEC source: 0001127602-18-005865 · form5.xml · nonDerivative · entry 2

Claiborne R. Rankin, Jr. Revocable Trust dated August 25, 2000 · CIK 0001558738 · 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: 10,793

F1 · price: N/A

Read SEC document
December 14, 2017 Filed Feb 14, 2018 17:23 UTC NACCO INDUSTRIES INC NC · Entity 5896 GiftClass A Common Stock 81 $0.00 $0.00
Disclosure

SEC source: 0001127602-18-005865 · form5.xml · nonDerivative · entry 1

Claiborne R. Rankin, Jr. Revocable Trust dated August 25, 2000 · CIK 0001558738 · 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: 10,793

F1 · price: N/A

Read SEC document
December 14, 2017 Filed Feb 14, 2018 17:11 UTC Hamilton Beach Brands Holding Co HBB · Entity 5625 GiftClass B Common Stock · Derivative 81 $0.00 $0.00
Disclosure

SEC source: 0001127602-18-005847 · form5.xml · derivative · entry 5

Claiborne R. Rankin, Jr. Revocable Trust dated August 25, 2000 · CIK 0001558738 · Member of a Group

10b5-1 filing: Not disclosed

Ownership: Indirect · Proportionate limited partnership interests in shares held by Rankin Associates II, L.P.

Disclosed balance after: 10,793

Underlying: Class A Common Stock · 81 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 14, 2017 Filed Feb 14, 2018 17:11 UTC Hamilton Beach Brands Holding Co HBB · Entity 5625 GiftClass B Common Stock · Derivative 81 $0.00 $0.00
Disclosure

SEC source: 0001127602-18-005847 · form5.xml · derivative · entry 4

Claiborne R. Rankin, Jr. Revocable Trust dated August 25, 2000 · CIK 0001558738 · Member of a Group

10b5-1 filing: Not disclosed

Ownership: Indirect · Proportionate limited partnership interests in shares held by Rankin Associates II, L.P.

Disclosed balance after: 10,793

Underlying: Class A Common Stock · 81 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 14, 2017 Filed Feb 14, 2018 17:11 UTC Hamilton Beach Brands Holding Co HBB · Entity 5625 GiftClass A Common Stock 81 $0.00 $0.00
Disclosure

SEC source: 0001127602-18-005847 · form5.xml · nonDerivative · entry 2

Claiborne R. Rankin, Jr. Revocable Trust dated August 25, 2000 · CIK 0001558738 · Member of a Group

10b5-1 filing: Not disclosed

Ownership: Indirect · Proportionate limited partnership interests in shares held by Rankin Associates II, L.P.

Disclosed balance after: 10,793

F1 · price: N/A

Read SEC document
December 14, 2017 Filed Feb 14, 2018 17:11 UTC Hamilton Beach Brands Holding Co HBB · Entity 5625 GiftClass A Common Stock 81 $0.00 $0.00
Disclosure

SEC source: 0001127602-18-005847 · form5.xml · nonDerivative · entry 1

Claiborne R. Rankin, Jr. Revocable Trust dated August 25, 2000 · CIK 0001558738 · Member of a Group

10b5-1 filing: Not disclosed

Ownership: Indirect · Proportionate limited partnership interests in shares held by Rankin Associates II, L.P.

Disclosed balance after: 10,793

F1 · price: N/A

Read SEC document
December 22, 2016 Filed Feb 13, 2017 22:18 UTC HYSTER-YALE, INC. HY · Entity 5370 GiftClass B Common Stock · Derivative 100 $0.00 $0.00
Disclosure

SEC source: 0001127602-17-005526 · form5.xml · derivative · entry 5

Claiborne R. Rankin, Jr. Revocable Trust dated August 25, 2000 · CIK 0001558738 · Member of a Group

10b5-1 filing: Not disclosed

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

Disclosed balance after: 10,631

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 13, 2017 22:18 UTC HYSTER-YALE, INC. HY · Entity 5370 GiftClass B Common Stock · Derivative 100 $0.00 $0.00
Disclosure

SEC source: 0001127602-17-005526 · form5.xml · derivative · entry 4

Claiborne R. Rankin, Jr. Revocable Trust dated August 25, 2000 · CIK 0001558738 · Member of a Group

10b5-1 filing: Not disclosed

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

Disclosed balance after: 10,631

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 13, 2017 22:18 UTC HYSTER-YALE, INC. HY · Entity 5370 GiftClass A Common Stock 100 $0.00 $0.00
Disclosure

SEC source: 0001127602-17-005526 · form5.xml · nonDerivative · entry 2

Claiborne R. Rankin, Jr. Revocable Trust dated August 25, 2000 · CIK 0001558738 · Member of a Group

10b5-1 filing: Not disclosed

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

Disclosed balance after: 10,631

Read SEC document
December 22, 2016 Filed Feb 13, 2017 22:18 UTC HYSTER-YALE, INC. HY · Entity 5370 GiftClass A Common Stock 100 $0.00 $0.00
Disclosure

SEC source: 0001127602-17-005526 · form5.xml · nonDerivative · entry 1

Claiborne R. Rankin, Jr. Revocable Trust dated August 25, 2000 · CIK 0001558738 · Member of a Group

10b5-1 filing: Not disclosed

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

Disclosed balance after: 10,631

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.