Hyster-Yale (HY) insider logs 506 gifted shares, large indirect stakes

Filing Impact

(Neutral)

Filing Sentiment

(Neutral)

Form Type

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.

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

Mixed 33 txns

Insider WILLIAMS CLARA R

Role null

Type	Security	Shares	Price	Value
Gift	Class B Common Stock	95	$0.00	--
Gift	Class B Common Stock	159	$0.00	--
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 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 — 556 shares (Indirect, child's proportionate interests held in shares in Rankin Associates V); Class A Common Stock — 153,313 shares (Indirect, proportionate partnership interest shares held by AMR Associates LP)

Footnotes (1)

Reporting Person disclaims beneficial ownership of all such shares. 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.

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Form 4 Insider Transactions: What Each Field Means →

06/01/2026 - 12:28 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^*

WILLIAMS CLARA R

(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)

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								153,313	I	proportionate partnership interest shares held by AMR Associates LP
Class A Common Stock								983	I	Serves as Trustee of HRB 2020 GST trust fbo Clara Butler⁽¹⁾
Class A Common Stock								2,647	I	Reporting Person serves as Trustee of GSTs for the benefit of Clara R. Williams
Class A Common Stock								182,185	I	Held by trust for the benefit of Reporting Person
Class A Common Stock								24,649	I	Spouse serves as Trustee of trust fbo David B. Williams⁽¹⁾
Class A Common Stock								983	I	Serves as Trustee of HRB 2020 GST trust fbo Griffin Butler⁽¹⁾
Class A Common Stock								1,967	I	Child's proportionate partnership interest shares held by AMR Associates LP⁽¹⁾
Class A Common Stock								7,211	I	Reporting Person?s spouse is trustee of a Trust fbo child.⁽¹⁾
Class A Common Stock								983	I	Spouse is Trustee of CRW 2020 GST trust fbo Helen Williams⁽¹⁾
Class A Common Stock								1,967	I	Child's proportionate partnership interest shares held by AMR Associates LP⁽¹⁾
Class A Common Stock								9,961	I	Reporting Person?s spouse is trustee of a Trust fbo child.⁽¹⁾
Class A Common Stock								983	I	Spouse is Trustee of CRW 2020 GST trust fbo Margo Williams⁽¹⁾

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	⁽²⁾							⁽²⁾	⁽²⁾	Class A Common Stock	147,481		147,481	I	proportionate partnership interest shares held by AMR Associates LP
Class B Common Stock	⁽²⁾							⁽²⁾	⁽²⁾	Class A Common Stock	20,160		20,160	I	Serves as Trustee of BTR 2020 GST trust fbo Clara Williams
Class B Common Stock	⁽²⁾							⁽²⁾	⁽²⁾	Class A Common Stock	62,034		62,034	I	Serves as Trustee of HRB 2020 GST trust fbo Clara Butler⁽¹⁾
Class B Common Stock	⁽²⁾							⁽²⁾	⁽²⁾	Class A Common Stock	41,679		41,679	I	Reporting Person serves as Trustee of GSTs for the benefit of Clara R. Williams
Class B Common Stock	⁽²⁾							⁽²⁾	⁽²⁾	Class A Common Stock	52,321		52,321	I	Reporting Person?s proportionate interests in shares held by Rankin Associates I.
Class B Common Stock	⁽²⁾							⁽²⁾	⁽²⁾	Class A Common Stock	85,056		85,056	I	Reporting Person?s proportionate interests in shares held by Rankin Associates IV.
Class B Common Stock	⁽²⁾							⁽²⁾	⁽²⁾	Class A Common Stock	146		146	I	Reporting person's proportionate interest in shares held by Rankin Associates VI
Class B Common Stock	⁽²⁾							⁽²⁾	⁽²⁾	Class A Common Stock	11,766		11,766	I	spouse's proportionate LP interest in shares held by RA II LP⁽¹⁾
Class B Common Stock	⁽²⁾							⁽²⁾	⁽²⁾	Class A Common Stock	905		905	I	Spouse's proportionate interests held in shares in Rankin Associates V⁽¹⁾
Class B Common Stock	⁽²⁾							⁽²⁾	⁽²⁾	Class A Common Stock	635		635	I	Spouse's proportionate interest in shares held by Rankin Associates VI⁽¹⁾
Class B Common Stock	⁽²⁾							⁽²⁾	⁽²⁾	Class A Common Stock	62,035		62,035	I	Serves as Trustee of HRB 2020 GST trust fbo Griffin Butler⁽¹⁾
Class B Common Stock	⁽²⁾							⁽²⁾	⁽²⁾	Class A Common Stock	1,992		1,992	I	Child's proportionate partnership interest shares held by AMR Associates LP⁽¹⁾
Class B Common Stock	⁽²⁾							⁽²⁾	⁽²⁾	Class A Common Stock	22,654		22,654	I	Child's trust?s proportionate interests in shares held by Rankin Associates II.⁽¹⁾
Class B Common Stock	⁽²⁾							⁽²⁾	⁽²⁾	Class A Common Stock	61,935		61,935	I	Spouse is Trustee of CRW 2020 GST trust fbo Helen Williams⁽¹⁾
Class B Common Stock	⁽²⁾							⁽²⁾	⁽²⁾	Class A Common Stock	1,892		1,892	I	Child's proportionate partnership interest shares held by AMR Associates LP⁽¹⁾
Class B Common Stock	⁽²⁾							⁽²⁾	⁽²⁾	Class A Common Stock	19,904		19,904	I	Child's trust?s proportionate interests in shares held by Rankin Associates II.⁽¹⁾
Class B Common Stock	⁽²⁾							⁽²⁾	⁽²⁾	Class A Common Stock	62,035		62,035	I	Spouse is Trustee of CRW 2020 GST trust fbo Margo Williams⁽¹⁾
Class B Common Stock	⁽²⁾	05/29/2026		G		95		⁽²⁾	⁽²⁾	Class A Common Stock	95	$0	556	I	child's proportionate interests held in shares in Rankin Associates V⁽¹⁾
Class B Common Stock	⁽²⁾	05/29/2026		G		159		⁽²⁾	⁽²⁾	Class A Common Stock	159	$0	793	I	Child's proportionate interest in shares held by Rankin Associates VI⁽¹⁾
Class B Common Stock	⁽²⁾	05/29/2026		G		94		⁽²⁾	⁽²⁾	Class A Common Stock	94	$0	555	I	child's proportionate interests held in shares in Rankin Associates V⁽¹⁾
Class B Common Stock	⁽²⁾	05/29/2026		G		158		⁽²⁾	⁽²⁾	Class A Common Stock	158	$0	792	I	Child's proportionate interest in shares held by Rankin Associates VI⁽¹⁾

Explanation of Responses:

1. Reporting Person disclaims beneficial ownership of all such shares.

2. 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 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.

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

Entities associated with Clara R. Williams reported gifting 506 Class B Common Stock shares in total. These gifts were split across four transactions, each coded as a bona fide gift (code G), and were made through indirect partnership interests for the benefit of children.

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.

Does Clara R. Williams claim beneficial ownership of the HYSTER-YALE (HY) shares reported?

No. A footnote explicitly states that the reporting person disclaims beneficial ownership of all such shares. The positions are held indirectly through family trusts and partnerships, with many shares designated for the benefit of children or other family beneficiaries rather than for Williams personally.

Hyster-Yale (HY) insider logs 506 gifted shares, large indirect stakes

Rhea-AI Filing Summary

Positive

Negative