Hamilton Beach (HBB) director reports indirect stock gifts via trusts
Rhea-AI Filing Summary
Hamilton Beach Brands Holding Co director Clara R. Williams reported indirect stock gifts and related holdings updates. On May 29, 2026, entities associated with her made six bona fide gifts totaling 21,344 shares of Class B Common Stock, all recorded at $0.00 per share because they were gifts, not sales.
The Form 4 shows these positions are held indirectly through family trusts and a limited partnership, with references to interests for the reporting person, her spouse and children. A footnote states that Williams disclaims beneficial ownership of all such shares, indicating the holdings and gifts are attributed to these related entities rather than to her direct personal ownership.
Positive
- None.
Negative
- None.
Insider Trade Summary
21,344 shares gifted
Gift
11 txns
Insider
WILLIAMS CLARA R
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Class B Common Stock | 2,780 | $0.00 | $0.00 |
| Gift | Class B Common Stock | 2,780 | $0.00 | $0.00 |
| Gift | Class B Common Stock | 2,780 | $0.00 | $0.00 |
| Gift | Class B Common Stock | 2,780 | $0.00 | $0.00 |
| Gift | Class B Common Stock | 5,112 | $0.00 | $0.00 |
| Gift | Class B Common Stock | 5,112 | $0.00 | $0.00 |
| holding | Class B Common Stock | -- | -- | -- |
| holding | Class B Common Stock | -- | -- | -- |
| holding | Class B Common Stock | -- | -- | -- |
| holding | Class B Common Stock | -- | -- | -- |
| holding | Class B Common Stock | -- | -- | -- |
Holdings After Transaction:
Class B Common Stock — 10,470 shares (Indirect, Proportionate interest of RA HBB, L.P. held by a Trust fbo Reporting Person?s Spouse);
Class B Common Stock — 140,181 shares (Indirect, Proportionate Interest of RA HBB, L.P. held by a Trust fbo Reporting Person);
Class B Common Stock — 76,254 shares (Indirect, Spouse?s proportionate interest of RA HBB, L.P.held by Trust fbo Reporting Person's child);
Class B Common Stock — 20,096 shares (Indirect, Proportionate interest of RA HBB, L.P. held by BTR 2020 GST fbo Clara R. Williams.);
Class B Common Stock — 60,254 shares (Indirect, Proportionate interest of RA HBB, L.P. held by HRB 2020 GST fbo Clara R. Butler);
Class B Common Stock — 60,254 shares (Indirect, Proportionate interest of RA HBB, L.P. held by HRB 2020 GST fbo Griffin B. Butler);
Class B Common Stock — 60,254 shares (Indirect, Spouse serves as Trustee of CRW 2020 GST for the benefit of Margo J.V. Williams);
Class B Common Stock — 60,254 shares (Indirect, Spouse serves as Trustee of CRW 2020 GST for the benefit of Helen C. Williams)
Footnotes (2)
- F1. N/A
- F2. Reporting Person disclaims beneficial ownership of all such shares.
Key Figures
Gifted shares: 21,344 shares
Gift transactions: 6 transactions
Holding entries: 5 entries
+2 more
5 metrics
Gifted shares
21,344 shares
Total bona fide gifts of Class B Common Stock on May 29, 2026
Gift transactions
6 transactions
Number of bona fide gift entries coded G on May 29, 2026
Holding entries
5 entries
Indirect holding records reported for various trusts and entities
Underlying shares (trust positions)
60,254 shares
Underlying Class A shares tied to several Class B positions, indirect
Underlying shares (additional trust)
20,096 shares
Underlying Class A shares for another indirect Class B position
Key Terms
bona fide gift, indirect ownership, Class B Common Stock, Class A Common Stock, +2 more
6 terms
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.
indirect ownership financial
"ownership_type: "indirect" and ownership_code: "I""
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.
Class A Common Stock financial
"underlying_security_title: "Class A Common Stock""
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.
beneficial ownership financial
"footnote: "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.
trust financial
"nature_of_ownership references "Trust fbo" various family members"
A trust is a legal setup in which one party (the trustee) holds and manages assets—like cash, stocks or property—on behalf of other people (beneficiaries) according to instructions from the person who created it (the grantor). Think of it as a locked box with a keyholder who must follow written rules; for investors it matters because trusts influence who controls and benefits from assets, affect taxes and succession, and can change how quickly or transparently shares are bought, sold or voted.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What did Hamilton Beach (HBB) director Clara R. Williams report on this Form 4?
Clara R. Williams reported indirect holdings and gift transfers of Class B Common Stock. The filing lists several family-related trusts and a partnership, reflecting how these shares are held through entities rather than as direct personal ownership.
Were the Hamilton Beach (HBB) stock transfers open-market sales or gifts?
All reported transfers in this Form 4 are coded as G, which indicates bona fide gifts. Because they are gifts, they are not treated as open-market sales and show a transaction price of zero dollars per share in the filing.
What types of Hamilton Beach (HBB) securities are referenced in this Form 4?
The Form 4 references Class B Common Stock as the reported security, with an underlying security of Class A Common Stock. The filing ties each Class B position to a corresponding number of underlying Class A shares.