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Hyster-Yale (HY) insider reports bona fide gifts and indirect share holdings

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

Rhea-AI Filing Summary

Hyster-Yale, Inc. insider Margo J.V. Williams reported indirect ownership updates that include bona fide gifts of Class B Common Stock. Two gift transactions transferred a total of 252 Class B shares, represented by 94 shares tied to Rankin Associates V interests and 158 shares tied to Rankin Associates VI interests.

After these gifts, indirect holdings in those entities stood at 555 and 792 Class B shares, respectively. Williams also reports additional indirect interests in both Class A and Class B shares through family trusts and partnerships, including positions where a father serves as trustee and partnerships such as AMR Associates LP and Rankin Associates II hold the stock. These gifts are non-market dispositions and do not reflect open-market buying or selling.

Positive

  • None.

Negative

  • None.
Insider Williams Margo J.V.
Role null
Type Security Shares Price Value
Gift Class B Common Stock 158 $0.00 --
Gift Class B Common Stock 94 $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 — 792 shares (Indirect, Proportionate interest in shares held by Rankin Associates VI); Class A Common Stock — 1,967 shares (Indirect, proportionate partnership interest shares held by AMR Associates LP held in trust)
Footnotes (1)
  1. [object Object]
Gifted Class B shares (total) 252 shares Bona fide gifts on 2026-05-29
Gifted via Rankin Associates V 94 shares Class B Common Stock gifted, underlying Class A 94 shares
Gifted via Rankin Associates VI 158 shares Class B Common Stock gifted, underlying Class A 158 shares
Indirect Class A trust holding 9,961 shares Class A Common Stock, father trustee of trust for reporting person
Indirect Class A via AMR Associates LP 1,967 shares Class A Common Stock, proportionate partnership interest
Indirect Class B via Rankin Associates II 19,904 shares Class B Common Stock, underlying 19,904 Class A shares
Indirect Class B via AMR Associates LP 1,892 shares Class B Common Stock, underlying 1,892 Class A shares
Remaining Class B in Rankin V and VI 555 and 792 shares Class B Common Stock after gifts on 2026-05-29
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.
indirect ownership 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.
underlying security financial
""underlying_security_title": "Class A Common Stock""
proportionate partnership interest financial
"proportionate partnership interest shares held by AMR Associates LP held in trust"
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Form 4 Insider Transactions: What Each Field Means →
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 Margo J.V.
(Last)(First)(Middle)
5875 LANDERBROOK DRIVE
(Street)
MAYFIELD HEIGHTS OHIO 44124
(City)(State)(Zip)
UNITED STATES
(Country)		2. Issuer Name and Ticker or Trading Symbol
HYSTER-YALE, INC. [ HY ] 		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)
05/29/2026		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 Stock1,967Iproportionate partnership interest shares held by AMR Associates LP held in trust
Class A Common Stock9,961IFather is trustee of a trust fbo Reporting Person.
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
Class B Common Stock(1) (1) (1)Class A Common Stock1,8921,892Iproportionate partnership interest shares held by AMR Associates LP held in trust
Class B Common Stock(1) (1) (1)Class A Common Stock19,90419,904IReporting Person?s trust?s proportionate interests in shares held by Rankin Associates II.
Class B Common Stock(1)05/29/2026G158 (1) (1)Class A Common Stock158$0792IProportionate interest in shares held by Rankin Associates VI
Class B Common Stock(1)05/29/2026G94 (1) (1)Class A Common Stock94$0555IProportionate interests held in shares in Rankin Associates V
Explanation of Responses:
1. N/A
/s/ Suzanne S. Taylor, attorney-in-fact06/01/2026
** 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)

Source: View Original Filing on SEC EDGAR

FAQ

What insider activity did HYSTER-YALE (HY) report for Margo J.V. Williams?

Hyster-Yale reported that Margo J.V. Williams filed a Form 4 showing bona fide gifts of Class B Common Stock. The filing also details her remaining indirect interests in both Class A and Class B shares held through family trusts and partnerships.

How many HYSTER-YALE (HY) shares were transferred as gifts in this Form 4?

The Form 4 shows gifts totaling 252 Class B Common shares. These consist of 94 shares linked to Rankin Associates V and 158 shares linked to Rankin Associates VI, all held indirectly through proportionate interests in these partnership structures.

What indirect holdings does Margo J.V. Williams report in HYSTER-YALE (HY) Class A shares?

Williams reports 9,961 Class A shares held in a trust where her father is trustee and 1,967 Class A shares via a proportionate interest in AMR Associates LP. She also has indirect interests in Class B shares convertible into underlying Class A Common Stock.

What indirect holdings does Margo J.V. Williams report in HYSTER-YALE (HY) Class B shares?

She reports 19,904 Class B shares through Rankin Associates II and 1,892 Class B shares via AMR Associates LP interests. Additional indirect Class B holdings remain in Rankin Associates V and VI after the reported gifts, according to the Form 4 transaction details.

Are the HYSTER-YALE (HY) transactions by Margo J.V. Williams open-market trades?

No, the Form 4 identifies the two transactions as bona fide gifts of Class B Common Stock. Gift transactions are non-market dispositions, meaning they do not involve open-market buying or selling or a cash purchase or sale price per share.