Hamilton Beach insider reports 5,112-share gift

Hamilton Beach Brands Holding Co insider filing shows a gift transfer by an entity associated with David BH Williams as trustee of The Margo Janison Victoire Williams 2004 Trust.

Rhea-AI Filing Summary

Hamilton Beach Brands Holding Co insider filing shows a gift transfer by an entity associated with David BH Williams as trustee of The Margo Janison Victoire Williams 2004 Trust. The filing reports a bona fide gift of 5,112 shares of Class B Common Stock, corresponding to 5,112 underlying shares of Class A Common Stock.

The position is held indirectly through a proportionate limited partnership interest in RA HBB, L.P. After this transaction, the indirect holdings reported in this filing total 36,752 shares. This is a non-cash, gratuitous transfer rather than an open-market trade.

Insider Trade Summary

5,112 shares gifted

Gift 1 txn

Insider David BH Williams, Trustee UAD The Margo Janison Victoire Williams 2004 Trust

Role Insider

Type	Security	Shares	Price	Value
Gift	Class B Common Stock	5,112	$0.00	$0.00

Holdings After Transaction: Class B Common Stock — 36,752 contracts (Indirect, Proportionate LP interest of shares held by RA HBB, L.P.)

Footnotes (1)

1. F1. N/A

Key Figures

Gifted shares: 5,112 shares Price per share: $0.00 per share Holdings after transaction: 36,752 shares

3 metrics

Gifted shares 5,112 shares Bona fide gift of Class B Common Stock on 2026-05-29

Price per share $0.00 per share Non-cash gift transfer, no consideration

Holdings after transaction 36,752 shares Indirect Class B Common Stock held after gift

Key Terms

bona fide gift, indirect ownership, Class B Common Stock, underlying security, +1 more

5 terms

bona fide gift financial

"The filing reports a bona fide gift of 5,112 shares of Class B Common Stock"

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

"The position is held indirectly through a proportionate limited partnership interest in RA HBB, L.P."

Class B Common Stock financial

"a bona fide gift of 5,112 shares of 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 financial

"corresponding to 5,112 underlying shares of Class A Common Stock"

limited partnership interest financial

"through a proportionate limited partnership interest in RA HBB, L.P."

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider transaction did Hamilton Beach Brands (HBB) report in this Form 4?

Hamilton Beach Brands reported a bona fide gift of 5,112 shares of Class B Common Stock. The gift is an indirect, non-cash transfer associated with a trust-related entity, not an open-market purchase or sale of HBB shares.

How many Hamilton Beach (HBB) shares were transferred as a gift in this filing?

The filing reports a gift transfer of 5,112 shares of Class B Common Stock, tied to 5,112 underlying Class A shares. This transaction is coded as a bona fide gift, indicating no cash consideration was involved in the transfer.

What are the insider’s holdings in Hamilton Beach (HBB) after the reported gift?

After the gift, the filing shows 36,752 shares of Hamilton Beach Class B Common Stock held indirectly. These holdings reflect a proportionate limited partnership interest in RA HBB, L.P. and represent the position reported following the transaction.

Is the Hamilton Beach (HBB) Form 4 transaction a market sale or purchase?

No, the Form 4 reports a bona fide gift, not a market sale or purchase. The transaction has a zero per-share price and is classified as a gift transfer, meaning no sale proceeds or purchase cost are involved.

How is ownership of the gifted Hamilton Beach (HBB) shares characterized?

Ownership is reported as indirect, described as a proportionate limited partnership interest in RA HBB, L.P. The reporting person is identified in a trustee capacity for a 2004 trust, with the shares held through the partnership structure.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 06/02/2026 - 06:49 PM Learn about SEC filing dates

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^*

David BH Williams, Trustee UAD The Margo Janison Victoire Williams 2004 Trust

(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)

	Director		10% Owner
	Officer (give title below)	X	Other (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)

X	Form 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)
			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)	05/29/2026		G	V	5,112		(1)	(1)	Class A Common Stock	5,112	(1)	36,752	I	Proportionate LP interest of shares held by RA HBB, L.P.

Explanation of Responses:

1. N/A

	/s/ Brent A. Ashley, attorney-in-fact	06/02/2026
	** 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.
* Form 4: SEC 1474 (03-26)