Hyster-Yale trust reports 252-share insider gifts
HYSTER-YALE, INC. insider filing shows non-market gifts of shares.
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Form Type
4
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
Gift
6 txns
Insider
David BH Williams, Trustee UAD The Margo Janison Victoire Williams 2004 Trust
Role
Insider
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Class B Common Stock | 94 | $0.00 | $0.00 |
| Gift | Class B Common Stock | 158 | $0.00 | $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 contracts (Indirect, Proportionate interests held in shares in Rankin Associates V);
Class B Common Stock — 792 contracts (Indirect, Proportionate interest in shares held by Rankin Associates VI held in trust);
Class B Common Stock — 1,892 contracts (Indirect, proportionate partnership interest shares held by AMR Associates LP);
Class B Common Stock — 19,904 contracts (Indirect, Proportionate interests in shares held by Rankin Associates II.);
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)
Footnotes (1)
- F1. N/A
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.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
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.
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.
AI-generated analysis. How Rhea-AI works. Not financial advice.
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