Family trust receives 1,431 HBB shares in award

WILLIAMS DAVID B reported acquisition or exercise transactions in this Form 4 filing.

Rhea-AI Filing Summary

WILLIAMS DAVID B reported acquisition or exercise transactions in this Form 4 filing.

Hamilton Beach Brands Holding Co reported a Form 4 for David B. Williams showing an indirect equity award linked to his family trusts. A trust for the benefit of his spouse received 1,431 shares of Class A Common Stock as “Required Shares” under the company’s Non-Employee Directors' Equity Compensation Plan at a stated price of $0.00 per share. Following this award, that spouse-benefit trust held 207,196 Class A shares, while separate trusts associated with the reporting person and family members held 20,029, 10,079, 7,331, and 780 shares, respectively, as indirect holdings. The filing states that the reporting person disclaims beneficial ownership of all such shares.

Insider Trade Summary

Grant/Award: 1,431 shares

Grant/Award 5 txns

Insider WILLIAMS DAVID B

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	--	--	--

Holdings After Transaction: Class A Common Stock — 207,196 shares (Indirect, Held by Trust for the benefit of spouse); Class A Common Stock — 17,410 shares (Indirect, Reporting Person is Trustee of a Trust for the benefit of minor child); Class A Common Stock — 20,029 shares (Indirect, Reporting person serves as Trustee of a Trust for the benefit of the David B. Williams); Class A Common Stock — 780 shares (Indirect, Spouse serves as Trustee of BTR 2020 GST for the benefit of the Reporting Person's Spouse)

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 Award price per share: $0.00 per share Spouse-benefit trust holdings: 207,196 shares +4 more

7 metrics

Equity award shares 1,431 shares Class A Common Stock granted to spouse-benefit trust

Award price per share $0.00 per share Required Shares under Non-Employee Directors' Equity Compensation Plan

Spouse-benefit trust holdings 207,196 shares Class A Common Stock following the award

Trust holdings for reporting person 20,029 shares Indirect Class A Common Stock in a trust for David B. Williams

Minor child trust holdings (1) 10,079 shares Indirect Class A Common Stock in a trust for minor child

Minor child trust holdings (2) 7,331 shares Indirect Class A Common Stock in a second trust for minor child

Spouse trustee holdings 780 shares Indirect Class A Common Stock where spouse serves as trustee

Key Terms

Class A Common Stock, Non-Employee Directors' Equity Compensation Plan, Required Shares, beneficial ownership, +1 more

5 terms

Class A Common Stock financial

"Shares of Class A Common Stock awarded to the Reporting Person's spouse"

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.

Non-Employee Directors' Equity Compensation Plan financial

"awarded to the Reporting Person's spouse as "Required Shares" under the Company's Non-Employee Directors' Equity Compensation Plan"

Required Shares financial

"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.

trustee financial

"Reporting Person is Trustee of a Trust for the benefit of minor child"

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.

FAQ

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

What did Hamilton Beach (HBB) disclose in this Form 4 for David B. Williams?

Hamilton Beach reported an indirect equity award tied to David B. Williams–related family trusts. A spouse-benefit trust received Class A shares, and several family trusts’ post-transaction share balances were updated, while the filing states Williams disclaims beneficial ownership of all such shares.

How many HBB shares were awarded to the spouse-benefit trust in the latest filing?

The filing shows a trust for the benefit of the reporting person’s spouse received 1,431 Class A Common Stock shares. These shares were granted as “Required Shares” under Hamilton Beach’s Non-Employee Directors' Equity Compensation Plan at a stated price of $0.00 per share.

Were the HBB Form 4 transactions open-market buys or sells?

The Form 4 does not report any open-market purchases or sales. It records a grant or award of 1,431 Class A shares to a spouse-benefit trust and several holding entries updating indirect trust positions, rather than discretionary market trading activity.

What are the indirect HBB share holdings reported for trusts related to David B. Williams?

After the reported transactions, the spouse-benefit trust held 207,196 Class A shares. Other trusts associated with the reporting person and family members held 20,029, 10,079, 7,331, and 780 Class A shares, respectively, all reported as indirect holdings in the Form 4.

Does David B. Williams claim beneficial ownership of the HBB shares held in these trusts?

The Form 4 explicitly states that the reporting person disclaims beneficial ownership of all such shares. Although the holdings are reported as indirect through various family trusts, the filing clarifies that beneficial ownership of these Hamilton Beach Class A shares is disclaimed.

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

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Accepted by SEC EDGAR 07/01/2026 - 08:48 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^*

WILLIAMS DAVID B

(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)

	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)	207,196	I	Held by Trust for the benefit of spouse(3)
Class A Common Stock								7,331	I	Reporting Person is Trustee of a Trust for the benefit of minor child(3)
Class A Common Stock								10,079	I	Reporting Person is Trustee of a Trust for the benefit of minor child(3)
Class A Common Stock								20,029	I	Reporting person serves as Trustee of a Trust for the benefit of the David B. Williams
Class A Common Stock								780	I	Spouse serves as Trustee of BTR 2020 GST for the benefit of the Reporting Person's Spouse

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)