STOCK TITAN

Trusts linked to Hamilton Beach (HBB) insider report gifting 5,296 shares

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

Rhea-AI Filing Summary

Hamilton Beach Brands Holding Co insider-related entities reported bona fide gifts of 5,296 shares of Class B Common Stock on May 29, 2026. These dispositions were indirect, reflecting proportionate limited-partner interests in RA HBB, L.P. held through trusts for a child and for the reporting person.

The gifts carried a reported price of $0.00 per share, indicating no cash consideration and no open-market trading. After the transactions, the indirect positions shown include 6,789 shares, 6,947 shares, and 38,622 shares of Class B Common Stock for the respective interests. The filing notes that Julia L. Rankin disclaims beneficial ownership of all such shares.

Positive

  • None.

Negative

  • None.
Insider Rankin Julia L
Role null
Type Security Shares Price Value
Gift Class B Common Stock 2,515 $0.00 --
Gift Class B Common Stock 1,390 $0.00 --
Gift Class B Common Stock 1,391 $0.00 --
Holdings After Transaction: Class B Common Stock — 38,622 shares (Indirect, Proportionate LP interest of RA HBB, L.P. held by a Trust fbo Reporting Person)
Footnotes (1)
  1. N/A Reporting Person disclaims beneficial ownership of all such shares.
Shares gifted 5,296 shares Total bona fide gifts of Class B Common Stock on May 29, 2026
Gift lot 1 1,391 shares Class B Common Stock gifted via LP interest, underlying 1,391 Class A shares
Gift lot 2 1,390 shares Class B Common Stock gifted via LP interest, underlying 1,390 Class A shares
Gift lot 3 2,515 shares Class B Common Stock gifted via LP interest, underlying 2,515 Class A shares
Post-gift indirect holding A 6,789 shares Class B Common Stock indirectly held after one reported gift transaction
Post-gift indirect holding B 6,947 shares Class B Common Stock indirectly held after another reported gift transaction
Post-gift indirect holding C 38,622 shares Class B Common Stock indirectly held after third reported gift transaction
Transaction code G (bona fide gift) All three Form 4 entries for May 29, 2026
bona fide gift financial
"Each transaction is described with the code G and the phrase "Bona fide gift"."
A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.
Class B Common Stock financial
"Each transaction lists the security title as "Class B Common Stock"."
A class B common stock is one of multiple types of a company’s ordinary shares that carries specific rights—often different voting power or dividend priority—compared with other classes. For investors it matters because those differences affect how much influence you have over company decisions, the income you might receive, and how freely the shares trade; think of it like owning a car with different keys: some keys let you start the engine and open the trunk, others only unlock the door.
indirect financial
"The ownership type is shown as "indirect" with code "I" for each entry."
beneficial ownership financial
"A footnote states, "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.
limited-partner interest financial
"Nature of ownership references "Proportionate LP interest in shares of RA HBB, L.P.""
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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*
Rankin Julia L

(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)
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)
05/29/2026
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
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
Class B Common Stock(1)05/29/2026GV2,515 (1) (1)Class A Common Stock2,515(1)38,622IProportionate LP interest of RA HBB, L.P. held by a Trust fbo Reporting Person
Class B Common Stock(1)05/29/2026GV1,390 (1) (1)Class A Common Stock1,390(1)6,947IProportionate LP interest in shares of RA HBB, L.P. held by a Trust fbo child(2)
Class B Common Stock(1)05/29/2026GV1,391 (1) (1)Class A Common Stock1,391(1)6,789IProportionate LP interest in shares of RA HBB, L.P. held by a Trust fbo child(2)
Explanation of Responses:
1. N/A
2. Reporting Person disclaims beneficial ownership of all such shares.
/s/ Brent A. Ashley, attorney-in-fact06/02/2026
** 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 activity did Hamilton Beach Brands (HBB) report for Julia L. Rankin?

The report shows entities associated with Julia L. Rankin made bona fide gifts of 5,296 Class B Common shares. These were indirect dispositions tied to limited-partner interests in RA HBB, L.P., not open-market purchases or sales.

How many Hamilton Beach Brands (HBB) shares were gifted in this Form 4?

The filing reports bona fide gifts totaling 5,296 shares of Class B Common Stock. The transactions comprise gifts of 1,391 shares, 1,390 shares, and 2,515 shares, each linked to underlying Class A shares in corresponding amounts.

Were the Hamilton Beach Brands (HBB) gifts by Julia L. Rankin open-market sales?

No, the transactions are coded as bona fide gifts with a reported price of $0.00 per share. They represent non-cash transfers rather than market sales, so they do not reflect trading activity in Hamilton Beach Brands stock.

How are the Hamilton Beach Brands (HBB) shares in this Form 4 held?

All reported positions are held indirectly through proportionate limited-partner interests in RA HBB, L.P. These interests are in turn held by trusts, including trusts for a child and for the reporting person, rather than directly in her name.

What does it mean that Julia L. Rankin disclaims beneficial ownership of HBB shares?

The filing states that Julia L. Rankin disclaims beneficial ownership of all such shares. This means she does not acknowledge full economic or voting control over the indirectly held Hamilton Beach Brands shares reported through the related partnership and trusts.

What were the indirect HBB holdings after the reported gift transactions?

Post-transaction figures show 6,789 shares, 6,947 shares, and 38,622 shares of Class B Common Stock in the respective indirect positions. These reflect the holdings after each gift, based on the partnership and trust structures described in the filing.