Hyster-Yale (HY) insider logs 506 gifted shares, large indirect stakes
Rhea-AI Filing Summary
HYSTER-YALE, INC. reporting person Clara R. Williams filed a Form 4 mainly updating indirect holdings in Class A and Class B Common Stock held through various family trusts and partnerships. A footnote states that she disclaims beneficial ownership of all such shares.
The filing also reports four bona fide gifts of Class B Common Stock totaling 506 shares on May 29, 2026, all made through indirect interests in Rankin Associates entities for the benefit of children. After these gifts, the related entities still hold sizable indirect positions in both Class A and Class B shares, including a trust holding 182,185 Class A shares for her benefit and partnership interests in over 147,000 Class B shares.
Positive
- None.
Negative
- None.
Insights
Form 4 shows small, indirect stock gifts with large positions retained.
The Form 4 for HYSTER-YALE documents numerous indirect holdings in Class A and Class B shares for Clara R. Williams via family trusts and partnerships. A key footnote explicitly states she disclaims beneficial ownership of all these shares, emphasizing that they are held for family beneficiaries.
The only transactional activity is four bona fide gifts totaling 506 Class B shares on May 29, 2026, reflected as G-code dispositions. These are indirect transfers tied to Rankin Associates vehicles for children, rather than open-market trades.
From an investment-signaling perspective, gifts are considered non-economic transfers and carry weak informational value. The filing also shows that the associated entities continue to hold large indirect positions in both share classes, so the net effect of the gifts on overall exposure appears limited based on this data alone.
Insider Trade Summary
506 shares gifted
Gift
33 txns
Insider
WILLIAMS CLARA R
Role
Insider
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Class B Common Stock | 95 | $0.00 | $0.00 |
| Gift | Class B Common Stock | 159 | $0.00 | $0.00 |
| 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 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 | -- | -- | -- |
| holding | Class A Common Stock | -- | -- | -- |
Holdings After Transaction:
Class B Common Stock — 1,111 shares (Indirect, child's proportionate interests held in shares in Rankin Associates V);
Class B Common Stock — 1,585 shares (Indirect, Child's proportionate interest in shares held by Rankin Associates VI);
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 — 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 — 24,649 shares (Indirect, Spouse serves as Trustee of trust fbo David B. Williams);
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 (2)
- F1. Reporting Person disclaims beneficial ownership of all such shares.
- F2. N/A
Key Figures
Gifted shares: 506 shares
Gift transactions: 4 transactions
Trust holding for reporter: 182,185 Class A shares
+3 more
6 metrics
Gifted shares
506 shares
Total Class B shares reported as bona fide gifts on May 29, 2026
Gift transactions
4 transactions
G-code bona fide gifts of Class B Common Stock
Trust holding for reporter
182,185 Class A shares
Held by trust for the benefit of the reporting person
AMR Associates LP Class B
147,481 Class B shares
Proportionate partnership interest reported as indirect holding
Trust for David B. Williams
24,649 Class A shares
Indirect Class A holding where spouse serves as trustee
GSTs for Clara R. Williams
41,679 Class B shares
Indirect Class B holding where reporting person serves as trustee
Key Terms
bona fide gift, proportionate partnership interest, GST trust, indirect ownership, +1 more
5 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.
proportionate partnership interest financial
"nature_of_ownership": "proportionate partnership interest shares held by AMR Associates LP""
GST trust financial
"nature_of_ownership": "Spouse is Trustee of CRW 2020 GST trust fbo Margo Williams""
indirect ownership financial
"ownership_type": "indirect""
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.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What insider activity did Clara R. Williams report for HYSTER-YALE (HY)?
The filing reports four bona fide gifts of Class B Common Stock totaling 506 shares on May 29, 2026. It also updates numerous indirect holdings in Class A and B shares held through family trusts and partnerships, with Williams disclaiming beneficial ownership.
Are the HYSTER-YALE (HY) insider transactions open-market trades or gifts?
The only transactions shown are bona fide gifts, not open-market trades. Four G-code entries document gift transfers of Class B Common Stock through Rankin Associates entities, while the remaining lines simply report indirect holdings in trusts and partnerships without share purchases or sales.
What indirect HYSTER-YALE (HY) holdings are reported for Clara R. Williams?
The Form 4 lists multiple indirect positions, including 182,185 Class A shares held by a trust for her benefit and 147,481 Class B shares via AMR Associates LP. Additional Class A and B holdings are reported in various GST trusts and Rankin Associates partnerships for family members.