STOCK TITAN

Hamilton Beach Brands (NYSE: HBB) director details family trust gifts in Form 4

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

Rhea-AI Filing Summary

A director and other related party of Hamilton Beach Brands Holding Co. (HBB) reported several indirect transactions in derivative securities tied to the company’s Class A common stock. On 12/05/2025, multiple entries for Class B common stock derivatives were recorded with transaction code G, indicating gifts involving blocks of 3,442 and 6,884 derivative securities linked to equal amounts of Class A shares. These interests are held indirectly through RA HBB, L.P. for the benefit of the reporting person, the reporting person’s spouse, and various family trusts. After the transactions, the form lists updated indirect beneficial holdings in the underlying Class A shares for each trust, and notes that the reporting person disclaims beneficial ownership of all such shares.

Positive

  • None.

Negative

  • None.
Insider WILLIAMS CLARA R
Role Director
Type Security Shares Price Value
Gift Class B Common Stock 3,442 $0.00 --
Gift Class B Common Stock 3,442 $0.00 --
Gift Class B Common Stock 3,442 $0.00 --
Gift Class B Common Stock 3,442 $0.00 --
Gift Class B Common Stock 6,884 $0.00 --
Gift Class B Common Stock 6,884 $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 — 13,912 shares (Indirect, Proportionate interest of RA HBB, L.P. held by a Trust fbo Reporting Person?s Spouse)
Footnotes (1)
  1. N/A Reporting Person disclaims beneficial ownership of all such shares.
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 CLARA R

(Last) (First) (Middle)
4421 WATERFRONT DRIVE

(Street)
GLEN ALLEN VA 23060

(City) (State) (Zip)
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)
X Director 10% Owner
Officer (give title below) X Other (specify below)
Member of a Group
3. Date of Earliest Transaction (Month/Day/Year)
12/05/2025
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
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
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
Class B Common Stock (1) (1) (1) Class A Common Stock 20,096 20,096 I Proportionate interest of RA HBB, L.P. held by BTR 2020 GST fbo Clara R. Williams.
Class B Common Stock (1) (1) (1) Class A Common Stock 60,254 60,254 I Proportionate interest of RA HBB, L.P. held by HRB 2020 GST fbo Clara R. Butler(2)
Class B Common Stock (1) (1) (1) Class A Common Stock 60,254 60,254 I Proportionate interest of RA HBB, L.P. held by HRB 2020 GST fbo Griffin B. Butler(2)
Class B Common Stock (1) (1) (1) Class A Common Stock 60,254 60,254 I Spouse?s proportionate interest of RA HBB, L.P. held by CRW 2020 GST fbo Helen C Williams(2)
Class B Common Stock (1) (1) (1) Class A Common Stock 60,254 60,254 I Spouse?s proportionate interest of RA HBB, L.P. held by CRW2020 GST fbo Margo JV Williams(2)
Class B Common Stock (1) 12/05/2025 G V 3,442 (1) (1) Class A Common Stock 3,442 (1) 13,912 I Proportionate interest of RA HBB, L.P. held by a Trust fbo Reporting Person?s Spouse(2)
Class B Common Stock (1) 12/05/2025 G 3,442 (1) (1) Class A Common Stock 3,442 (1) 10,470 I Proportionate interest of RA HBB, L.P. held by a Trust fbo Reporting Person?s Spouse(2)
Class B Common Stock (1) 12/05/2025 G V 3,442 (1) (1) Class A Common Stock 3,442 (1) 143,623 I Proportionate Interest of RA HBB, L.P. held by a Trust fbo Reporting Person
Class B Common Stock (1) 12/05/2025 G 3,442 (1) (1) Class A Common Stock 3,442 (1) 140,181 I Proportionate Interest of RA HBB, L.P. held by a Trust fbo Reporting Person
Class B Common Stock (1) 12/05/2025 G V 6,884 (1) (1) Class A Common Stock 6,884 (1) 34,390 I Spouse?s proportionate interest of RA HBB, L.P.held by Trust fbo Reporting Person's child(2)
Class B Common Stock (1) 12/05/2025 G V 6,884 (1) (1) Class A Common Stock 6,884 (1) 31,640 I Spouse?s proportionate interest of RA HBB, L.P.held by 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-fact 12/09/2025
** 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.

FAQ

What insider activity did HBB report in this Form 4?

The Form 4 reports that a director and related party of Hamilton Beach Brands Holding Co. recorded several indirect transactions in Class B common stock derivatives linked to the company’s Class A common stock on 12/05/2025, primarily coded as G for gifts involving family trusts.

Which securities are involved in the HBB insider transactions?

The transactions involve Class B common stock that is convertible into Class A common stock. The table shows underlying amounts of Class A shares such as 20,096, 60,254, and smaller blocks like 3,442 and 6,884 shares associated with the derivative positions.

How is the Hamilton Beach Brands insider’s ownership held after these transactions?

After the transactions, the reported interests in the underlying Class A common stock are held indirectly (I) through RA HBB, L.P. for the benefit of various 2020 GST trusts and other family trusts for the reporting person, the reporting person’s spouse, and children.

What does transaction code G mean in the HBB Form 4?

In the table, several transactions on 12/05/2025 use code G, which denotes a gift. These entries show gifts of derivative interests in Class B common stock, each tied to specific numbers of underlying Class A shares such as 3,442 or 6,884.

Does the reporting person claim full beneficial ownership of the HBB shares?

No. The explanation of responses states that the reporting person disclaims beneficial ownership of all such shares, even though the interests are reported as indirect holdings through RA HBB, L.P. and various trusts.

What is the reporter’s relationship to Hamilton Beach Brands (HBB)?

The form identifies the reporting person as a Director of Hamilton Beach Brands Holding Co. and also checks the box for Other relationship, indicating an additional role or connection beyond directorship.