STOCK TITAN

Spouse trust of Hamilton Beach (HBB) insider receives 1,581-share grant

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

Rhea-AI Filing Summary

Hamilton Beach Brands Holding Co insider David B. Williams reported an indirect acquisition of 1,581 shares of Class A Common Stock on 2026-04-01. These shares were awarded at $0.00 per share to his spouse as “Required Shares” under the company’s Non-Employee Directors' Equity Compensation Plan and are held in a trust for her benefit. Williams disclaims beneficial ownership of these shares. The Form 4 also lists indirect holdings in several additional trusts for a minor child, for Williams himself, and for his spouse, with no reported open-market buying or selling.

Positive

  • None.

Negative

  • None.
Insider WILLIAMS DAVID B
Role Insider
Type Security Shares Price Value
Grant/Award Class A Common Stock 1,581 $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 — 205,765 shares (Indirect, Held by Trust for the benefit of spouse)
Footnotes (1)
  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. N/A Reporting Person disclaims beneficial ownership of all such shares.
Shares awarded to spouse trust 1,581 shares Class A Common Stock, Required Shares grant on 2026-04-01 at $0.00
Spouse trust holdings after award 205,765 shares Class A Common Stock held indirectly for spouse’s benefit
Minor child trust holdings (first trust) 7,331 shares Class A Common Stock, reporting person as trustee
Minor child trust holdings (second trust) 10,079 shares Class A Common Stock, reporting person as trustee
Trust holdings benefiting David B. Williams 20,029 shares Class A Common Stock, reporting person as trustee
Spouse GST trust holdings 780 shares Class A Common Stock, spouse as trustee
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 regulatory
"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.
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.
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)
04/01/2026
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
Class A Common Stock04/01/2026A(1)1,581A(2)205,765IHeld by Trust for the benefit of spouse(3)
Class A Common Stock7,331IReporting Person is Trustee of a Trust for the benefit of minor child(3)
Class A Common Stock10,079IReporting Person is Trustee of a Trust for the benefit of minor child(3)
Class A Common Stock20,029IReporting person serves as Trustee of a Trust for the benefit of the David B. Williams
Class A Common Stock780ISpouse 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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount 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-fact04/03/2026
** 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 transaction did HBB’s David B. Williams report?

David B. Williams reported an indirect acquisition of 1,581 Class A Common shares. The shares were awarded at no cost to his spouse as “Required Shares” under Hamilton Beach’s Non-Employee Directors' Equity Compensation Plan and are held in a spouse-benefit trust.

Were Hamilton Beach (HBB) shares bought or sold on the market?

The filing shows no open-market purchases or sales of Hamilton Beach shares. It reports a compensatory share award to the reporting person’s spouse and updates on indirect holdings in several trusts, rather than discretionary market trading activity.

Who ultimately benefits from the new HBB share award reported?

The new 1,581-share award benefits the reporting person’s spouse through a dedicated trust. The shares are described as “Required Shares” granted under the Non-Employee Directors' Equity Compensation Plan, and the reporting person disclaims beneficial ownership of all such shares.

How many Hamilton Beach (HBB) shares are in the spouse’s trust after the award?

After the compensatory award, the spouse-benefit trust holds 205,765 Class A Common shares. This total reflects the newly granted 1,581 “Required Shares” plus previously held shares, all reported as indirect ownership associated with the reporting person.

What indirect Hamilton Beach holdings for family trusts are disclosed?

The filing lists indirect holdings of 7,331 and 10,079 Class A Common shares in trusts for a minor child, 20,029 shares in a trust benefiting David B. Williams, and 780 shares in a trust where his spouse serves as trustee for her benefit.

Does the HBB Form 4 suggest a change in David B. Williams’ investment stance?

The Form 4 reflects a compensatory share award and updates to trust holdings, not discretionary buying or selling. Because the award was granted under a director equity plan and open-market trades are absent, it appears more routine than a shift in investment stance.