Hyster-Yale (NYSE: HY) insider reports 447-share gift and large trust stakes
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Hyster-Yale, Inc. insider filing shows trust and partnership holdings plus small gifts. Reporting person Chloe O. Rankin reports only indirect positions in Class A and Class B Common Stock through multiple trusts and limited partnerships where her spouse or related entities act as trustee or partner.
The filing shows two bona fide gifts of Class B Common Stock totaling 447 shares on May 29, 2026, made through entities holding proportionate interests such as Rankin Associates V and VI. These gifts are non-market dispositions at a stated price of $0.00 per share. A footnote states that the reporting person disclaims beneficial ownership of all such shares, emphasizing that the economic and voting interests primarily reside with the underlying trusts and partnerships rather than with her directly.
Positive
- None.
Negative
- None.
Insider Trade Summary
447 shares gifted
Mixed
25 txns
Insider
RANKIN CHLOE O
Role
null
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Class B Common Stock | 155 | $0.00 | -- |
| Gift | Class B Common Stock | 292 | $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 A Common Stock | -- | -- | -- |
| holding | Class A Common Stock | -- | -- | -- |
| holding | Class A Common Stock | -- | -- | -- |
| holding | Class A Common Stock | -- | -- | -- |
Holdings After Transaction:
Class B Common Stock — 0 shares (Indirect, Spouse's Interest in Shares held by Rankin Associates V);
Class A Common Stock — 5,416 shares (Indirect, Spouse serves as Trustee of Trusts for the benefit of the Estate of Alfred M. Rankin Sr.)
Footnotes (1)
- Reporting Person disclaims beneficial ownership of all such shares. N/A
Key Figures
Gifted shares: 447 shares
Gift transaction count: 2 transactions
Trust holding example: 245,520 shares
+5 more
8 metrics
Gifted shares
447 shares
Total Class B Common Stock gifted on May 29, 2026
Gift transaction count
2 transactions
Bona fide gifts coded G in the filing
Trust holding example
245,520 shares
Class A Common Stock; spouse serves as trustee for Claiborne R. Rankin trust
Indirect Class A holding
188 shares
Class A Common Stock; GSTs for benefit of Julia Kuipers
Large derivative position
168,945 shares
Underlying Class A shares from Class B Common Stock; indirect LP interest
Another derivative position
100,000 shares
Underlying Class A shares from Class B; proportionate LP interest in RA1
Zero exercise price
$0.0000 per share
Exercise price for Class B to Class A conversions listed
Post-gift remaining entry
635 shares
Class B Common Stock; proportionate interest in Rankin Associates VI after gift
Key Terms
bona fide gift, indirect ownership, GST trust, limited partnership interest, +2 more
6 terms
bona fide gift financial
"transaction_code_description: "Bona fide gift" for Class B Common Stock dispositions"
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" and ownership_code: "I" across reported holdings"
GST trust financial
"nature_of_ownership: "Spouse is Trustee of BTR 2020 GST trust fbo Julia Kuipers""
limited partnership interest financial
"nature_of_ownership: "proportionate limited partnership interest in shares held by Rankin Associates IV, L.P""
Class B Common Stock financial
"security_title: "Class B Common Stock" with underlying Class A 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.
beneficial ownership financial
"footnote: "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.
FAQ
What did Chloe O. Rankin report in this HYSTER-YALE (HY) Form 4?
Chloe O. Rankin reported indirect holdings of HYSTER-YALE Class A and Class B Common Stock through various trusts and partnerships. The Form 4 also records two bona fide gifts of Class B shares made via entities holding proportionate interests in those shares.
Were the HYSTER-YALE (HY) Form 4 transactions open-market buys or sells?
No open-market purchases or sales are reported. The Form 4 shows two bona fide gifts coded “G” and multiple holding entries. The gift transactions have a stated transaction price of $0.00 per share, indicating no sale proceeds were received.