Hyster-Yale (HY) insider reports 1,139-share award and multiple trust holdings
Rhea-AI Filing Summary
Hyster-Yale, Inc. reporting person Clara R. Williams reported one compensation-related acquisition and multiple indirect holdings. An award of 1,139 shares of Class A Common Stock was granted at $0.00 per share as “Required Shares” to her spouse under the company’s Non-Employee Directors’ Equity Compensation Plan, held in a trust where the spouse serves as trustee. Following this, that indirect Class A position shows 24,649 shares. Numerous additional lines simply update indirect interests in Class A and Class B shares held through various family trusts and partnerships, with no open-market buys or sells reported. A footnote states that Williams disclaims beneficial ownership of all such shares.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Buyer: 1,139 shares
Net Buy
33 txns
Insider
WILLIAMS CLARA R
Role
Insider
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Class A Common Stock | 1,139 | $0.00 | $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 | -- | -- | -- |
| 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 | -- | -- | -- |
| 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 | -- | -- | -- |
| 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 | -- | -- | -- |
| holding | Class B Common Stock | -- | -- | -- |
| holding | Class A Common Stock | -- | -- | -- |
| holding | Class A Common Stock | -- | -- | -- |
| holding | Class A Common Stock | -- | -- | -- |
| holding | Class A Common Stock | -- | -- | -- |
| holding | Class A Common Stock | -- | -- | -- |
| holding | Class A Common Stock | -- | -- | -- |
| holding | Class A Common Stock | -- | -- | -- |
| 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 — 24,649 shares (Indirect, Spouse serves as Trustee of trust fbo David B. Williams);
Class B Common Stock — 147,481 shares (Indirect, proportionate partnership interest shares held by AMR Associates LP);
Class B Common Stock — 20,160 shares (Indirect, Serves as Trustee of BTR 2020 GST trust fbo Clara Williams);
Class B Common Stock — 62,034 shares (Indirect, Serves as Trustee of HRB 2020 GST trust fbo Clara Butler);
Class B Common Stock — 41,679 shares (Indirect, Reporting Person serves as Trustee of GSTs for the benefit of Clara R. Williams);
Class B Common Stock — 52,321 shares (Indirect, Reporting Person?s proportionate interests in shares held by Rankin Associates I.);
Class B Common Stock — 85,056 shares (Indirect, Reporting Person?s proportionate interests in shares held by Rankin Associates IV.);
Class B Common Stock — 146 shares (Indirect, Reporting person's proportionate interest in shares held by Rankin Associates VI);
Class B Common Stock — 11,766 shares (Indirect, spouse's proportionate LP interest in shares held by RA II LP);
Class B Common Stock — 905 shares (Indirect, Spouse's proportionate interests held in shares in Rankin Associates V);
Class B Common Stock — 635 shares (Indirect, Spouse's proportionate interest in shares held by Rankin Associates VI);
Class B Common Stock — 62,035 shares (Indirect, Serves as Trustee of HRB 2020 GST trust fbo Griffin Butler);
Class B Common Stock — 3,884 shares (Indirect, Child's proportionate partnership interest shares held by AMR Associates LP);
Class B Common Stock — 42,558 shares (Indirect, Child's trust?s proportionate interests in shares held by Rankin Associates II.);
Class B Common Stock — 922 shares (Indirect, child's proportionate interests held in shares in Rankin Associates V);
Class B Common Stock — 1,268 shares (Indirect, Child's proportionate interest in shares held by Rankin Associates VI);
Class B Common Stock — 61,935 shares (Indirect, Spouse is Trustee of CRW 2020 GST trust fbo Helen Williams);
Class B Common Stock — 62,035 shares (Indirect, Spouse is Trustee of CRW 2020 GST trust fbo Margo Williams);
Class A Common Stock — 153,313 shares (Indirect, proportionate partnership interest shares held by AMR Associates LP);
Class A Common Stock — 983 shares (Indirect, Serves as Trustee of HRB 2020 GST trust fbo Clara Butler);
Class A Common Stock — 2,647 shares (Indirect, Reporting Person serves as Trustee of GSTs for the benefit of Clara R. Williams);
Class A Common Stock — 182,185 shares (Indirect, Held by trust for the benefit of Reporting Person);
Class A Common Stock — 983 shares (Indirect, Serves as Trustee of HRB 2020 GST trust fbo Griffin Butler);
Class A Common Stock — 3,934 shares (Indirect, Child's proportionate partnership interest shares held by AMR Associates LP);
Class A Common Stock — 17,172 shares (Indirect, Reporting Person?s spouse is trustee of a Trust fbo child.);
Class A Common Stock — 983 shares (Indirect, Spouse is Trustee of CRW 2020 GST trust fbo Helen Williams);
Class A Common Stock — 983 shares (Indirect, Spouse is Trustee of CRW 2020 GST trust fbo Margo Williams)
Footnotes (3)
- F1. Spouse's Award-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.
- F2. Reporting Person disclaims beneficial ownership of all such shares.
- F3. N/A
Key Figures
Awarded shares: 1,139 shares
Post-award Class A position: 24,649 shares
Large Class B derivative position: 147,481 underlying shares
+2 more
5 metrics
Awarded shares
1,139 shares
Class A Common Stock granted at $0.00 as Required Shares
Post-award Class A position
24,649 shares
Indirect Class A shares in spouse-trust line after grant
Large Class B derivative position
147,481 underlying shares
Class B Common Stock referencing Class A, indirect holding
Trust-held Class A
182,185 shares
Held by trust for the benefit of reporting person
Partnership Class A holding
153,313 shares
Indirect Class A via AMR Associates LP
Key Terms
Non-Employee Directors' Equity Compensation Plan, indirect, Class B Common Stock, grant/award acquisition, +1 more
5 terms
Non-Employee Directors' Equity Compensation Plan financial
"Required Shares under the company's Non-Employee Directors' Equity Compensation Plan"
indirect financial
"ownership_type: "indirect", ownership_code: "I""
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.
grant/award acquisition financial
"transaction_action: "grant/award acquisition""
beneficial ownership financial
"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.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What insider transaction did HY reporting person Clara R. Williams report?
Clara R. Williams reported a grant of 1,139 Class A shares at $0.00 per share. These “Required Shares” were awarded to her spouse under Hyster-Yale’s Non-Employee Directors’ Equity Compensation Plan and are held in a trust structure.
What types of indirect holdings in HY stock are disclosed in this Form 4?
The filing lists numerous indirect holdings in Class A and Class B shares. These are held via family limited partnerships, grantor trusts, GST trusts, and other trusts where the reporting person or spouse serves as trustee or has proportionate partnership interests.