Hyster-Yale (NYSE: HY) Williams 2004 Trust reports 252-share Class B gift

Filing Impact

(Neutral)

Filing Sentiment

(Neutral)

Form Type

Rhea-AI Filing Summary

HYSTER-YALE, INC. insider filing shows non-market gifts of shares. The Margo Janison Victoire Williams 2004 Trust, as reporting person, reported bona fide gifts of 252 shares of Class B Common Stock on May 29, 2026 through entities associated with Rankin Associates V and Rankin Associates VI.

After these gifts, indirect holdings reported include 792 and 555 Class B shares in those entities, along with other indirect Class B interests and 1,967 Class A shares held via AMR Associates LP. The trust also holds 9,961 Class A shares directly. These gifts are transfers without sale proceeds and do not represent open-market buying or selling.

Insider Trade Summary

252 shares gifted

Mixed 6 txns

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

Role null

Type	Security	Shares	Price	Value
Gift	Class B Common Stock	94	$0.00	--
Gift	Class B Common Stock	158	$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 — 555 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); Class A Common Stock — 9,961 shares (Direct, null)

Footnotes (1)

[object Object]

Key Figures

Gifted Class B shares: 252 shares Gift transaction 1: 158 Class B shares Gift transaction 2: 94 Class B shares +4 more

7 metrics

Gifted Class B shares 252 shares Bona fide gifts on May 29, 2026

Gift transaction 1 158 Class B shares Indirect via Rankin Associates VI, price $0.0000

Gift transaction 2 94 Class B shares Indirect via Rankin Associates V, price $0.0000

Direct Class A holding 9,961 shares Class A Common Stock held directly after transactions

Indirect Class A holding 1,967 shares Class A via AMR Associates LP after transactions

Indirect Class B via Rankin II 19,904 shares Class B with underlying Class A, indirect ownership

Indirect Class B via AMR 1,892 shares Class B with underlying Class A, indirect ownership

Key Terms

bona fide gift, Class A Common Stock, Class B Common Stock, indirect ownership, +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 ownership financial

"ownership_type": "indirect""

proportionate partnership interest financial

"nature_of_ownership": "proportionate partnership interest shares held by AMR Associates LP""

derivative securities financial

""transaction_type": "derivative""

Financial contracts whose value is tied to the price or performance of another asset, such as a stock, bond, commodity, index, or currency; examples include options, futures and swaps. They matter to investors because they let you protect against price swings, bet on future moves or gain larger exposure with less upfront cash—like using a lever or insurance policy on an investment—so they can amplify gains and losses and help manage portfolio risk.

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Form 4 Insider Transactions: What Each Field Means →

06/01/2026 - 01:56 PM

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)

5875 LANDERBROOK DRIVE

(Street)

MAYFIELD

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)

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)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Class A Common Stock								1,967	I	proportionate partnership interest shares held by AMR Associates LP
Class A Common Stock								9,961	D

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)
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)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
Class B Common Stock	⁽¹⁾							⁽¹⁾	⁽¹⁾	Class A Common Stock	1,892		1,892	I	proportionate partnership interest shares held by AMR Associates LP
Class B Common Stock	⁽¹⁾							⁽¹⁾	⁽¹⁾	Class A Common Stock	19,904		19,904	I	Proportionate interests in shares held by Rankin Associates II.
Class B Common Stock	⁽¹⁾	05/29/2026		G		94		⁽¹⁾	⁽¹⁾	Class A Common Stock	94	$0	555	I	Proportionate interests held in shares in Rankin Associates V
Class B Common Stock	⁽¹⁾	05/29/2026		G		158		⁽¹⁾	⁽¹⁾	Class A Common Stock	158	$0	792	I	Proportionate interest in shares held by Rankin Associates VI held in trust

Explanation of Responses:

1. N/A

	/s/ Suzanne S. Taylor, attorney-in-fact	06/01/2026
	** 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)

Source: View Original Filing on SEC EDGAR

FAQ

What did the Williams 2004 Trust report in this HYSTER-YALE (HY) Form 4?

The trust reported bona fide gifts of 252 Class B Common shares on May 29, 2026. These were indirect transfers through Rankin Associates V and VI entities, with no open-market sales or purchases reported in this filing.

How many HYSTER-YALE (HY) Class B shares were gifted in this Form 4?

The filing shows gifts totaling 252 Class B Common shares. One transaction transferred 158 shares and another 94 shares, both coded as bona fide gifts, indicating non-market transfers without sale proceeds at a stated price of $0.0000 per share.

What are the Williams 2004 Trust’s Class A holdings in HYSTER-YALE (HY) after the transactions?

After the reported transactions, the trust holds 9,961 Class A Common shares directly and 1,967 Class A shares indirectly via AMR Associates LP. These figures reflect reported ownership positions as of May 29, 2026 in the Form 4 data.

What indirect Class B holdings in HYSTER-YALE (HY) remain after the reported gifts?

Following the gifts, the filing lists 792 Class B shares indirectly held through Rankin Associates VI and 555 Class B shares through Rankin Associates V. Additional indirect Class B interests are reported via Rankin Associates II and AMR Associates LP partnerships.

Does this HYSTER-YALE (HY) Form 4 show any insider buying or selling in the market?

The Form 4 does not report any open-market purchases or sales. It shows two bona fide gift transactions in Class B shares and several holding entries, indicating reported positions rather than market trades at a stated transaction price of $0.0000.