STOCK TITAN

Family trust of HBB (NYSE: HBB) insider receives 1,581-share equity award

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Hamilton Beach Brands Holding Co insider Helen Rankin Butler reported an indirect acquisition of Class A Common Stock through a family trust. On April 1, 2026, a trust for the benefit of her spouse received 1,581 shares as “Required Shares” under the company’s Non-Employee Directors’ Equity Compensation Plan at $0.00 per share, reflecting a compensation-related award rather than a market purchase.

Following this grant, that spouse trust held 183,637 shares of Class A Common Stock, and additional indirect holdings were reported in various trusts and an IRA for Butler, her spouse, and minor children. Butler disclaims beneficial ownership of the awarded shares, indicating she does not claim economic control over those specific holdings.

Positive

  • None.

Negative

  • None.
Insider BUTLER HELEN RANKIN
Role Insider
Type Security Shares Price Value
Grant/Award Class A Common Stock 1,581 $0.00 --
holding Class A Common Stock -- -- --
holding Class A Common Stock -- -- --
holding Class A Common Stock -- -- --
holding Class A Common Stock -- -- --
holding Class A Common Stock -- -- --
Holdings After Transaction: Class A Common Stock — 183,637 shares (Indirect, Held in Trust for the benefit of Spouse)
Footnotes (1)
  1. Shares of Class A Common Stock awarded to the Reporting Person's spouse as "Required Shares" under the Company's Non-Employee Directors' Equity Compensation Plan. N/A Reporting Person disclaims beneficial ownership of all such shares.
Compensation grant 1,581 shares Required Shares award to spouse trust on April 1, 2026
Spouse trust holdings 183,637 shares Class A Common Stock after grant in trust for spouse
Trust for reporting person 157,778 shares Indirect Class A Common Stock holdings in trust for Butler
Minor child trust holdings 10,391 shares Trust for benefit of reporting person’s minor child
Second minor child trust 10,079 shares Additional trust for another minor child
Spouse IRA holdings 2,800 shares Individual Retirement Account for the benefit of spouse
GST trust holdings 780 shares BTR 2020 GST Trust for benefit of reporting person
Non-Employee Directors' Equity Compensation Plan financial
"as "Required Shares" under the Company's Non-Employee Directors' Equity Compensation Plan"
Required Shares financial
"awarded to the Reporting Person's spouse as "Required Shares" under the Company's"
beneficial ownership financial
"Reporting Person disclaims beneficial ownership of all such shares"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
Individual Retirement Account financial
"Individual Retirement Account for the benefit of Spouse"
Class A Common Stock financial
"Shares of Class A Common Stock awarded to the Reporting Person's spouse"
Class A common stock is a category of a company’s shares that carries a specific set of ownership rights—most commonly defined voting power and claims on dividends—set out in the company’s charter. For investors it matters because the class determines how much influence you have over corporate decisions, the share’s likely dividend and trading behavior, and how it compares in value to other share classes, like choosing a particular seat with different privileges at the company’s decision-making table.
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
BUTLER HELEN RANKIN

(Last)(First)(Middle)
4421 WATERFRONT DR.

(Street)
GLEN ALLEN VIRGINIA 23060

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
Hamilton Beach Brands Holding Co [ HBB ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
Officer (give title below)XOther (specify below)
Member of a Group
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
04/01/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Class A Common Stock04/01/2026A(1)1,581A(2)183,637IHeld in Trust for the benefit of Spouse(3)
Class A Common Stock157,778IHeld in Trust for the benefit of Reporting Person
Class A Common Stock10,391IHeld in Trust for the benefit of Reporting Person's minor child(3)
Class A Common Stock10,079IHeld in Trust for the benefit of Reporting Person's minor child(3)
Class A Common Stock2,800IIndividual Retirement Account for the benefit of Spouse(3)
Class A Common Stock780IReporting Person serves as the Trustee of BTR 2020 GST Trust for the benefit of the Reporting Person(3)
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. Shares of Class A Common Stock awarded to the Reporting Person's spouse as "Required Shares" under the Company's Non-Employee Directors' Equity Compensation Plan.
2. N/A
3. Reporting Person disclaims beneficial ownership of all such shares.
/s/ Brent A. Ashley, attorney-in-fact04/03/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

FAQ

What insider transaction did HBB reporting person Helen Rankin Butler disclose?

Helen Rankin Butler disclosed an indirect acquisition of 1,581 Class A Common shares. These were granted as “Required Shares” to her spouse under Hamilton Beach Brands’ Non-Employee Directors’ Equity Compensation Plan, at no cost, and held in a trust associated with her family.

Was the HBB Form 4 transaction a market purchase or a compensation grant?

The transaction was a compensation-related grant, not a market purchase. 1,581 Class A Common shares were awarded at $0.00 per share as “Required Shares” under Hamilton Beach Brands’ Non-Employee Directors’ Equity Compensation Plan for the benefit of Butler’s spouse.

How many HBB shares are held in the spouse’s trust after this Form 4 grant?

After the grant, the spouse’s trust held 183,637 Class A Common shares. This figure reflects the post-transaction position in the trust that received the 1,581-share Required Shares award under Hamilton Beach Brands’ Non-Employee Directors’ Equity Compensation Plan.

Does Helen Rankin Butler claim beneficial ownership of the awarded HBB shares?

No, Butler disclaims beneficial ownership of the awarded shares. The filing notes that the 1,581 Class A Common shares were granted to her spouse and that she disclaims beneficial ownership, indicating she does not assert economic control over those specific shares.