STOCK TITAN

Family trusts tied to Williams gift 21,344 Hamilton Beach (NYSE: HBB) shares

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

Rhea-AI Filing Summary

Hamilton Beach Brands Holding Co insider filing shows non-market gifts of indirectly held shares. Entities associated with reporting person David B. Williams made bona fide gifts totaling 21,344 shares of Class B Common Stock on 2026-05-29, all at an indicated price of $0.00 per share. The positions are held indirectly through family trusts and a partnership interest in RA HBB, L.P., with references to interests for Williams, his spouse, and children. The filing states that Williams disclaims beneficial ownership of these shares, and no open-market purchases or sales are reported.

Positive

  • None.

Negative

  • None.
Insider WILLIAMS DAVID B
Role null
Type Security Shares Price Value
Gift Class B Common Stock 2,780 $0.00 --
Gift Class B Common Stock 2,780 $0.00 --
Gift Class B Common Stock 2,780 $0.00 --
Gift Class B Common Stock 2,780 $0.00 --
Gift Class B Common Stock 5,112 $0.00 --
Gift Class B Common Stock 5,112 $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 — 13,250 shares (Indirect, Proportionate 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.
Total gifted shares 21,344 shares Aggregate bona fide gifts coded G on 2026-05-29
Gift transactions 6 transactions Derivative transactions with code G (bona fide gift)
Gift transaction price $0.00 per share Price for all G-code gift entries
Indirect holding after gift (example) 39,502 shares Total shares following one trust-related gift entry
Indirect holding after gift (example) 140,181 shares Total shares following a spouse trust-related gift entry
Underlying shares (example) 60,254 shares Underlying Class A shares for several Class B positions
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""
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 title financial
""underlying_security_title": "Class A Common Stock""
derivative transaction financial
""transaction_type": "derivative""
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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*
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)
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) (1) (1)Class A Common Stock60,25460,254ISpouse serves as Trustee of HRB 2020 GST for the benefit of Clara R. Butler(2)
Class B Common Stock(1) (1) (1)Class A Common Stock60,25460,254ISpouse serves as Trustee of HRB 2020 GST for the benefit of Griffin B. Butler(2)
Class B Common Stock(1) (1) (1)Class A Common Stock20,09620,096ISpouse?s proportionate interest of RA HBB, L.P. held by BTR2020 GST fbo Clara R. Williams(2)
Class B Common Stock(1) (1) (1)Class A Common Stock60,25460,254ISpouse?s proportionate interest of RA HBB, L.P. held by CRW2020 GST fbo Helen C. Williams(2)
Class B Common Stock(1) (1) (1)Class A Common Stock60,25460,254ISpouse?s proportionate interest of RA HBB, L.P. held by CRW2020 GST fbo Margo JV Williams(2)
Class B Common Stock(1)05/29/2026GV2,780 (1) (1)Class A Common Stock2,780(1)13,250IProportionate interest of RA HBB, L.P. held by a Trust fbo Reporting Person
Class B Common Stock(1)05/29/2026G2,780 (1) (1)Class A Common Stock2,780(1)10,470IProportionate interest of RA HBB, L.P. held by a Trust fbo Reporting Person
Class B Common Stock(1)05/29/2026GV2,780 (1) (1)Class A Common Stock2,780(1)142,961IProportionate interest of RA HBB, L.P. held by a Trust fbo Reporting Person?s Spouse(2)
Class B Common Stock(1)05/29/2026G2,780 (1) (1)Class A Common Stock2,780(1)140,181IProportionate interest of RA HBB, L.P. held by a Trust fbo Reporting Person?s Spouse(2)
Class B Common Stock(1)05/29/2026GV5,112 (1) (1)Class A Common Stock5,112(1)36,752IProportionate interest of RA HBB, L.P. held by a Trust fbo Reporting Person?s child(2)
Class B Common Stock(1)05/29/2026GV5,112 (1) (1)Class A Common Stock5,112(1)39,502IProportionate interest of RA HBB, L.P. held by a Trust fbo Reporting Person?s 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 David B. Williams?

The filing reports that entities associated with David B. Williams made bona fide gifts of 21,344 shares of Hamilton Beach Brands Class B Common Stock. These are indirect holdings through family trusts and a partnership, with no open-market buying or selling disclosed.

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

The Form 4 shows 21,344 shares of Class B Common Stock treated as bona fide gifts. This total comes from six separate gift transactions, each recorded at a transaction price of $0.00 per share, indicating non-market, no‑consideration transfers.

Were the Hamilton Beach Brands (HBB) insider transactions open-market sales or purchases?

No, the reported insider activity consists solely of bona fide gifts, not open-market trades. All six derivative transactions use code “G,” with a transaction price of $0.00 per share, signaling non-cash transfers rather than market purchases or sales.

How are the Hamilton Beach Brands (HBB) shares held in David B. Williams’ Form 4?

The shares are reported as indirectly owned through RA HBB, L.P. and various trusts benefiting Williams, his spouse, and children. Each line lists a specific trust or interest, and the filing notes that Williams disclaims beneficial ownership of these indirect holdings.

Does David B. Williams claim beneficial ownership of the HBB shares reported?

No. A footnote in the Form 4 explicitly states that the reporting person disclaims beneficial ownership of all such shares. This clarifies that, although the positions are reported, Williams does not claim direct economic ownership of the underlying stock.

What types of securities are involved in the Hamilton Beach Brands (HBB) Form 4 gifts?

The transactions involve Class B Common Stock with an underlying security of Class A Common Stock. Each derivative entry shows a conversion or exercise price of $0.0000, consistent with the reporting of no‑consideration gift transfers rather than options or warrants exercises.