Family trusts tied to Williams gift 21,344 Hamilton Beach (NYSE: HBB) shares
Filing Impact
Filing Sentiment
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 Trade Summary
21,344 shares gifted
Mixed
11 txns
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)
- N/A Reporting Person disclaims beneficial ownership of all such shares.
Key Figures
Total gifted shares: 21,344 shares
Gift transactions: 6 transactions
Gift transaction price: $0.00 per share
+3 more
6 metrics
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
Key Terms
bona fide gift, indirect ownership, Class B Common Stock, underlying security title, +1 more
5 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""
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""
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.
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.
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.