Helen Williams gifts 5,112 Hamilton Beach (NYSE: HBB) shares in Form 4
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Hamilton Beach Brands Holding Co insider Helen Charles Williams reported a bona fide gift of 5,112 shares of Class B Common Stock on 2026-05-29. The transaction was an indirect transfer through a trust-related interest in Rankin Associates HBB, L.P., with no cash consideration reported.
After the gift, Williams’ indirect holdings of Class B Common Stock stood at 39,502 shares. The filing also notes that the gifted derivative position corresponded to 5,112 shares of underlying Class A Common Stock, reinforcing that this was a non-sale, estate or family-type transfer rather than a market trade.
Positive
- None.
Negative
- None.
Insider Trade Summary
5,112 shares gifted
Mixed
1 txn
Insider
Williams Helen Charles
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 interest in shares of Rankin Associates HBB, L.P. held by a Trust fbo Reporting Person)
Footnotes (1)
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Key Figures
Gifted Class B shares: 5,112 shares
Price per gifted share: $0.0000 per share
Class B shares after transaction: 39,502 shares
+1 more
4 metrics
Gifted Class B shares
5,112 shares
Bona fide gift on 2026-05-29
Price per gifted share
$0.0000 per share
Indicates non-cash gift transfer
Class B shares after transaction
39,502 shares
Indirect holdings following gift
Underlying Class A shares
5,112 shares
Underlying security for derivative gift
Key Terms
bona fide gift, Class B Common Stock, indirect ownership, underlying security
4 terms
bona fide gift financial
"Transaction code G is described as a bona fide gift disposition."
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
"The security title for the transaction is 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 ownership financial
"Ownership is reported as indirect through Rankin Associates HBB, L.P."
underlying security financial
"The underlying security title is Class A Common Stock with 5,112 shares."
FAQ
What insider transaction did Helen Charles Williams report at Hamilton Beach Brands (HBB)?
Helen Charles Williams reported a bona fide gift of 5,112 shares of Class B Common Stock. The Form 4 shows the transaction as a non-cash, indirect transfer through a trust-related interest, rather than an open-market purchase or sale of HBB shares.
Does the Helen Williams Form 4 for HBB represent a stock sale?
No, the Form 4 describes the transaction as a bona fide gift, not a sale. The code “G” and description “gift transfer” indicate a non-cash disposition, typically for estate or family planning purposes, rather than an open-market trade impacting trading volumes.
What are Helen Williams’ Hamilton Beach Class B holdings after the reported gift?
After the 5,112-share gift, Helen Williams’ indirect holdings of Class B Common Stock are 39,502 shares. This post-transaction figure reflects her proportionate interest held through Rankin Associates HBB, L.P. via a trust for her benefit, as disclosed in the Form 4.
How is Helen Williams’ ownership in HBB characterized in the Form 4 filing?
The ownership is reported as indirect, tied to a proportionate interest in Rankin Associates HBB, L.P. held by a trust for her benefit. The nature-of-ownership description clarifies that the gift and remaining 39,502 Class B shares are associated with this trust structure.