Hyster-Yale (NYSE: HY) insider entities report 254-share Class B stock gifts
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Hyster-Yale, Inc. insider filing shows indirect gifts of Class B shares. On 2026-05-29, an entity associated with David BH Williams reported two bona fide gifts of Class B Common Stock totaling 254 shares, with no sale proceeds because the reported price per share is $0.00.
The gifts involved 159 shares from a proportionate interest in Rankin Associates VI held in trust and 95 shares from a proportionate interest in Rankin Associates V. After these gifts, indirect holdings reported include 793 Class B shares via Rankin Associates VI and 556 Class B shares via Rankin Associates V.
The filing also lists indirect holdings of Class A Common Stock, including 7,211 shares held in a trust for the reporting person and 1,967 shares through a proportionate partnership interest in AMR Associates LP. No open-market purchases or sales are reported in this filing, and the net buy/sell activity is neutral.
Positive
- None.
Negative
- None.
Insider Trade Summary
254 shares gifted
Mixed
6 txns
Insider
David BH Williams, Trustee UAD The Helen Charles Williams 2004 Trust
Role
null
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Class B Common Stock | 95 | $0.00 | -- |
| Gift | Class B Common Stock | 159 | $0.00 | -- |
| holding | Class B Common Stock | -- | -- | -- |
| holding | Class B Common Stock | -- | -- | -- |
| holding | Class A Common Stock | -- | -- | -- |
| holding | Class A Common Stock | -- | -- | -- |
Holdings After Transaction:
Class B Common Stock — 556 shares (Indirect, Proportionate interests held in shares in Rankin Associates V);
Class A Common Stock — 1,967 shares (Indirect, proportionate partnership interest shares held by AMR Associates LP)
Footnotes (1)
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Key Figures
Gifted Class B shares: 254 shares
Gift 1 Class B shares: 159 shares
Gift 2 Class B shares: 95 shares
+5 more
8 metrics
Gifted Class B shares
254 shares
Total bona fide gifts on 2026-05-29
Gift 1 Class B shares
159 shares
Proportionate interest in Rankin Associates VI held in trust
Gift 2 Class B shares
95 shares
Proportionate interest in Rankin Associates V
Remaining Class B via Rankin VI
793 shares
Indirect holdings after gift on 2026-05-29
Remaining Class B via Rankin V
556 shares
Indirect holdings after gift on 2026-05-29
Indirect Class A in trust
7,211 shares
Trust for reporting person as of 2026-05-29
Indirect Class A via AMR Associates LP
1,967 shares
Proportionate partnership interest as of 2026-05-29
Underlying Class A via derivatives
22,654 and 1,892 shares
Underlying shares for Class B positions, exercise price $0.00
Key Terms
bona fide gift, Class A Common Stock, Class B Common Stock, indirect, +2 more
6 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.
Class A Common Stock financial
"security_title": "Class A Common Stock""
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.
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.
indirect financial
"ownership_type": "indirect""
underlying security financial
"underlying_security_title": "Class A Common Stock""
exercise price financial
"conversion_or_exercise_price": "0.0000""
The exercise price is the fixed amount at which you can buy or sell an asset, like a stock, when using an options contract. It matters because it helps determine whether exercising the option will be profitable or not, depending on the current market price. Think of it as the set price you agree on today to buy or sell later.
FAQ
What insider activity did HY report for David BH Williams on this Form 4?
The Form 4 reports that an entity associated with David BH Williams made bona fide gifts of 254 Class B Common Stock shares on 2026-05-29, with no open-market purchases or sales disclosed and net buy/sell activity described as neutral.
Does this HY Form 4 show any insider buying or selling on the market?
No open-market buying or selling is reported. The transaction summary shows zero buy and zero sell transactions, with activity limited to two bona fide gifts and several holdings entries, resulting in a neutral net buy/sell share count.
What indirect Class A Common Stock holdings are reported for HY on this Form 4?
Indirect Class A Common Stock holdings include 7,211 shares held in a trust for the reporting person and 1,967 shares held through a proportionate partnership interest in AMR Associates LP, all as of the 2026-05-29 transaction date.