Hamilton Beach reports spouse equity award in trust

BUTLER HELEN RANKIN reported acquisition or exercise transactions in this Form 4 filing.

Rhea-AI Filing Summary

BUTLER HELEN RANKIN reported acquisition or exercise transactions in this Form 4 filing.

Hamilton Beach Brands Holding Co reported an updated insider position for Helen Rankin Butler related to indirect holdings of Class A Common Stock. The filing shows an award of 1,431 shares to Butler’s spouse as “Required Shares” under the company’s Non-Employee Directors’ Equity Compensation Plan, held in a trust for the spouse’s benefit. After this award, that trust holds 185,068 shares indirectly. Additional entries list existing indirect balances in other trusts and an IRA, and Butler disclaims beneficial ownership of all such shares.

Insider Trade Summary

Grant/Award: 1,431 shares

Grant/Award 6 txns

Insider BUTLER HELEN RANKIN

Role Insider

Type	Security	Shares	Price	Value
Grant/Award	Class A Common Stock	1,431	$0.00	$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 — 185,068 shares (Indirect, Held in Trust for the benefit of Spouse); Class A Common Stock — 157,778 shares (Indirect, Held in Trust for the benefit of Reporting Person); Class A Common Stock — 20,470 shares (Indirect, Held in Trust for the benefit of Reporting Person's minor child); Class A Common Stock — 2,800 shares (Indirect, Individual Retirement Account for the benefit of Spouse); Class A Common Stock — 780 shares (Indirect, Reporting Person serves as the Trustee of BTR 2020 GST Trust for the benefit of the Reporting Person)

Footnotes (3)

1. F1. 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. F2. N/A
3. F3. Reporting Person disclaims beneficial ownership of all such shares.

Key Figures

Equity award shares: 1,431 shares Spouse trust holding: 185,068 shares GST trust holding: 780 shares +4 more

7 metrics

Equity award shares 1,431 shares Class A Common Stock granted to spouse as Required Shares

Spouse trust holding 185,068 shares Class A shares held in trust for spouse after award

GST trust holding 780 shares BTR 2020 GST Trust for benefit of reporting person

Spouse IRA holding 2,800 shares Individual Retirement Account for the benefit of spouse

Minor child trust holding A 10,079 shares Trust for benefit of reporting person’s minor child

Minor child trust holding B 10,391 shares Second trust for benefit of reporting person’s minor child

Trust for reporting person 157,778 shares Trust for benefit of reporting person

Key Terms

Non-Employee Directors' Equity Compensation Plan, Required Shares, beneficial ownership, Individual Retirement Account, +1 more

5 terms

Non-Employee Directors' Equity Compensation Plan financial

"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."

Required Shares financial

"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."

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"

A tax-advantaged retirement account owned by an individual that holds investments such as stocks, bonds, mutual funds or cash and is governed by rules about how much can be contributed and when money can be withdrawn. It matters to investors because the account’s specific tax rules and withdrawal limits affect how savings grow and when taxes are paid; think of it as a labeled box for retirement money that comes with special tax treatment and rules about when you can open it.

GST Trust financial

"Reporting Person serves as the Trustee of BTR 2020 GST Trust for the benefit of the Reporting Person"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider activity did HBB report for Helen Rankin Butler on this Form 4?

Hamilton Beach Brands reported an indirect award of 1,431 Class A shares to Helen Rankin Butler’s spouse under a directors’ equity plan, plus updated balances in several trusts and an IRA, all reported as indirect holdings with disclaimed beneficial ownership.

How many HBB shares were awarded in the latest equity grant?

The filing shows 1,431 shares of Hamilton Beach Class A Common Stock were awarded as “Required Shares” to the reporting person’s spouse under the Non-Employee Directors’ Equity Compensation Plan, increasing the spouse’s trust holding to 185,068 shares held indirectly.

Are the Hamilton Beach (HBB) shares held directly by Helen Rankin Butler?

All reported Hamilton Beach Class A shares are held indirectly through trusts and an IRA for Helen Rankin Butler, her spouse, and a minor child. The filing states that the reporting person disclaims beneficial ownership of all such shares reported on this Form 4.

What types of indirect accounts hold HBB shares for Helen Rankin Butler’s family?

The Form 4 lists Hamilton Beach Class A shares in multiple vehicles: a BTR 2020 GST trust, an IRA for the spouse, trusts for a minor child, and trusts for Butler and the spouse, all categorized as indirect ownership interests.

Does the Form 4 show any open-market buying or selling of HBB shares?

The Form 4 does not report open-market purchases or sales. It shows a grant of 1,431 shares as compensation to the spouse and several entries labeled as holdings, which simply update indirect share balances in various trusts and an IRA associated with the reporting person’s family.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 07/01/2026 - 08:58 PM Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED 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)

	Director		10% Owner
	Officer (give title below)	X	Other (specify below)
			Member of a Group

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
07/01/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form 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)
			Code	V	Amount	(A) or (D)	Price
Class A Common Stock	07/01/2026		A(1)		1,431	A	(2)	185,068	I	Held in Trust for the benefit of Spouse(3)
Class A Common Stock								157,778	I	Held in Trust for the benefit of Reporting Person
Class A Common Stock								10,391	I	Held in Trust for the benefit of Reporting Person's minor child(3)
Class A Common Stock								10,079	I	Held in Trust for the benefit of Reporting Person's minor child(3)
Class A Common Stock								2,800	I	Individual Retirement Account for the benefit of Spouse(3)
Class A Common Stock								780	I	Reporting 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)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount 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-fact	07/01/2026
	** Signature of Reporting Person	Date
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)