Hamilton Beach (NYSE: HBB) director reports 1,431-share equity award and trust holdings

Filing Impact

(Neutral)

Filing Sentiment

(Neutral)

Form Type

Rhea-AI Filing Summary

WILLIAMS CLARA R reported acquisition or exercise transactions in this Form 4 filing.

Hamilton Beach Brands Holding Co director Clara R. Williams reported an equity award and updated indirect holdings of Class A Common Stock. A trust for her benefit received 1,431 shares at no cost as “Required Shares” under the company’s Non-Employee Directors' Equity Compensation Plan, bringing that trust’s holdings to 207,196 shares. The filing also lists indirect holdings in several trusts where her spouse serves as trustee, including trusts for David B. Williams and for the reporting person’s minor child, as well as a GST trust. Williams disclaims beneficial ownership of all such shares, meaning she does not claim the economic benefits of these indirect holdings.

Insider Trade Summary

5 transactions reported

Mixed 5 txns

Insider WILLIAMS CLARA R

Role null

Type	Security	Shares	Price	Value
Grant/Award	Class A Common Stock	1,431	$0.00	--
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 — 207,196 shares (Indirect, Held by Trust for the benefit of Reporting Person)

Footnotes (1)

Shares of Class A Common Stock awarded to the Reporting Person as "Required Shares" under the Company's Non-Employee Directors' Equity Compensation Plan. N/A Reporting Person disclaims beneficial ownership of all such shares.

Key Figures

Equity award shares: 1,431 shares Award price per share: $0.0000 per share Trust holdings after award: 207,196 shares +4 more

7 metrics

Equity award shares 1,431 shares Class A Common Stock granted as Required Shares at $0.0000 per share

Award price per share $0.0000 per share Price for 1,431 Class A Common shares granted to trust

Trust holdings after award 207,196 shares Class A Common Stock held by trust for benefit of reporting person

Trust for David B. Williams 20,029 shares Indirect Class A Common holdings; spouse serves as trustee

Minor child trust A holdings 7,331 shares Indirect Class A Common holdings; spouse is trustee

Minor child trust B holdings 10,079 shares Indirect Class A Common holdings; spouse is trustee

BTR 2020 GST trust holdings 780 shares Indirect Class A Common holdings; reporting person is trustee

Key Terms

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

5 terms

Non-Employee Directors' Equity Compensation Plan financial

"awarded to the Reporting Person 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 as "Required Shares" under the Company's plan"

indirect financial

"ownership_type": "indirect", "ownership_code": "I""

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.

trustee financial

"Spouse serves as Trustee of a Trust for the benefit of David B. Williams"

A trustee is a person or institution legally appointed to hold and manage assets or enforce an agreement on behalf of other people (beneficiaries). Think of a trustee as a neutral referee or custodian who must act in the beneficiaries’ best interests, follow the trust or contract rules, and handle distributions, recordkeeping and enforcement. Investors care because a trustworthy trustee protects their rights, ensures promised payments or remedies are delivered, and can influence recoveries if things go wrong.

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Form 4 Insider Transactions: What Each Field Means →

Available on EDGAR 07/01/2026 - 08:47 PM Accepted by SEC EDGAR 07/01/2026 - 08:47 PM

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^*

WILLIAMS CLARA R

(Last)

(First)

(Middle)

4421 WATERFRONT DRIVE

(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)

X	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)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Class A Common Stock	07/01/2026		A⁽¹⁾		1,431	A	⁽²⁾	207,196	I	Held by Trust for the benefit of Reporting Person
Class A Common Stock								780	I	Reporting Person serves as Trustee of BTR 2020 GST for the benefit of the Reporting Person
Class A Common Stock								10,079	I	Spouse is Trustee of a Trust for the benefit of Reporting Person's minor child⁽³⁾
Class A Common Stock								7,331	I	Spouse is Trustee of a Trust for the benefit of Reporting Person's minor child⁽³⁾
Class A Common Stock								20,029	I	Spouse serves as Trustee of a Trust for the benefit of David B. Williams⁽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)
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)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)

Explanation of Responses:

1. Shares of Class A Common Stock awarded to the Reporting Person 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)

Source: View Original Filing on SEC EDGAR

FAQ

What insider transaction did Clara R. Williams report for HBB?

Clara R. Williams reported an award of 1,431 Class A Common shares to a trust for her benefit. The award was granted at no cost as Required Shares under Hamilton Beach Brands’ Non-Employee Directors' Equity Compensation Plan and is reported as indirect ownership.

How many Hamilton Beach (HBB) shares does the Williams benefit trust hold now?

After the latest award, the trust for Clara R. Williams’ benefit holds 207,196 Class A Common shares. These holdings are reported as indirect, and Williams disclaims beneficial ownership of all such shares despite the trust being established for her benefit.

Were Williams’ HBB shares bought or sold in the market?

The filing does not show any open-market purchases or sales. It records an equity award of 1,431 shares at a price of $0.0000 per share under a director compensation plan, plus updated positions for several existing indirect trust holdings.

What is the role of trusts in Clara R. Williams’ HBB holdings?

All reported positions are held indirectly through various trusts. Some are for the benefit of David B. Williams, others for the reporting person’s minor child, and one for the reporting person. In several cases, her spouse serves as trustee, and Williams disclaims beneficial ownership.

What does it mean that Williams disclaims beneficial ownership of HBB shares?

Disclaiming beneficial ownership means Williams states she should not be viewed as the economic owner of the shares. Although the trusts hold Hamilton Beach stock and are reported under her Form 4, she indicates she does not control or claim the economic benefits of these shares.

Why was Clara R. Williams granted Required Shares in HBB?

The 1,431 Class A Common shares were granted as Required Shares under Hamilton Beach Brands’ Non-Employee Directors' Equity Compensation Plan. This plan provides equity-based compensation to outside directors, aligning part of their remuneration with company stock performance without using cash.