STOCK TITAN

Entity tied to Hamilton Beach (NYSE: HBB) gifts 5,112 Class B shares, keeps 39,502

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

Rhea-AI Filing Summary

Hamilton Beach Brands Holding Co insider associated entity reports a gift transfer. On May 29, 2026, an entity related to David BH Williams, Trustee UAD The Helen Charles Williams 2004 Trust made a bona fide gift of 5,112 shares of Class B Common Stock, held indirectly through Rankin Associates HBB, L.P. Following this disposition, the reporting structure still reflects 39,502 shares of Class B Common Stock held indirectly, indicating a continuing ownership position.

Positive

  • None.

Negative

  • None.

Insights

Routine indirect gift; no market sale or cash proceeds.

The transaction records a bona fide gift of 5,112 shares of Class B Common Stock, indirectly held through Rankin Associates HBB, L.P. The Form 4 labels this as a gift transfer, not an open-market trade, at a stated price of $0.0000 per share.

After the gift, indirect holdings remain at 39,502 shares of Class B Common Stock linked to the reporting structure. With no sale proceeds and no derivative exercises reported, this looks like an estate or family-transfer type event rather than a signal about the issuer’s valuation.

Insider David BH Williams, Trustee UAD The Helen Charles Williams 2004 Trust
Role null
Type Security Shares Price Value
Gift Class B Common Stock 5,112 $0.00 --
Holdings After Transaction: Class B Common Stock — 39,502 shares (Indirect, Proportionate LP interest of shares held by Rankin Associates HBB, L.P.)
Footnotes (1)
  1. [object Object]
Shares gifted 5,112 shares Bona fide gift of Class B Common Stock on May 29, 2026
Remaining indirect holdings 39,502 shares Class B Common Stock held indirectly after the gift
Stated gift price $0.0000 per share No cash consideration for the gifted shares
Underlying Class A shares 5,112 shares Underlying security tied to the Class B Common Stock position
Gift transactions count 1 transaction GiftCount in transaction summary
bona fide gift financial
"transaction_code_description: "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
"security_title: "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.
underlying security financial
"underlying_security_title: "Class A Common Stock""
indirect ownership financial
"ownership_type: "indirect" and nature_of_ownership description"
limited partner interest financial
"nature_of_ownership: "Proportionate LP interest of shares held""
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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*
David BH Williams, Trustee UAD The Helen Charles Williams 2004 Trust

(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)
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)05/29/2026GV5,112 (1) (1)Class A Common Stock5,112(1)39,502IProportionate LP interest of shares held by Rankin Associates HBB, L.P.
Explanation of Responses:
1. N/A
/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 transaction did Hamilton Beach Brands (HBB) report on this Form 4?

Hamilton Beach Brands reported a bona fide gift transfer of 5,112 shares of Class B Common Stock. The shares were held indirectly through Rankin Associates HBB, L.P., and were given away with no cash proceeds, reflecting an ownership transfer rather than a market trade.

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

The filing shows a gift of 5,112 shares of Class B Common Stock. These shares are tied to an underlying 5,112 shares of Class A Common Stock, reflecting the structure of the security rather than a sale or purchase on the open market.

Who is the reporting person in this Hamilton Beach Brands (HBB) Form 4?

The reporting person is listed as David BH Williams, Trustee UAD The Helen Charles Williams 2004 Trust. The Form 4 indicates the interest is a proportionate limited-partner stake in shares held by Rankin Associates HBB, L.P., which is the entity through which the shares are indirectly owned.

What does ‘indirect ownership’ mean in this Hamilton Beach Brands (HBB) filing?

Indirect ownership here means the reporting person’s interest comes through Rankin Associates HBB, L.P., not shares held personally. The nature of ownership is described as a proportionate limited-partner interest, so the Form 4 attributes the holdings through that partnership structure instead of direct share ownership.

How many Hamilton Beach Brands (HBB) shares remain after the gift transfer?

After the 5,112-share gift, the Form 4 reports 39,502 shares of Class B Common Stock still indirectly owned. This remaining position indicates continued exposure to Hamilton Beach Brands through the same partnership structure, even after the reported gift disposition was completed.

Was this Hamilton Beach Brands (HBB) Form 4 transaction a market sale or purchase?

No, the transaction is coded as a bona fide gift, not a sale or purchase. The reported price per share is $0.0000, showing no cash consideration, and the transaction direction field describes it as a gift transfer rather than an open-market trade.