Hyster-Yale director reports stock gifts
HYSTER-YALE, INC. director David B. Williams reported multiple indirect family holdings and small stock gifts.
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Form Type
4
Rhea-AI Filing Summary
HYSTER-YALE, INC. director David B. Williams reported multiple indirect family holdings and small stock gifts. On May 29, 2026, entities associated with his children’s partnership interests made bona fide gifts of 506 shares of Class B Common Stock, each tied to equivalent Class A shares.
The filing also lists various indirect interests in Class A and Class B Common Stock held through family trusts and limited partnerships, including positions for his spouse and children. A footnote states that Williams disclaims beneficial ownership of all such shares, indicating these are primarily estate and family-planning structures rather than personal trading activity.
Insider Trade Summary
506 shares gifted
Gift
33 txns
Insider
WILLIAMS DAVID B
Role
Director
| 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 |
| Gift | Class B Common Stock | 95 | $0.00 | $0.00 |
| Gift | Class B Common Stock | 159 | $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 contracts (Indirect, child's proportionate interests held in shares in Rankin Associates V);
Class B Common Stock — 1,585 contracts (Indirect, Child's proportionate interest in shares held by Rankin Associates VI);
Class B Common Stock — 147,481 contracts (Indirect, Spouse's proportionate partnership interest shares held by AMR Associates LP);
Class B Common Stock — 62,034 contracts (Indirect, Spouse is Trustee of HRB 2020 GST trust fbo Clara Butler);
Class B Common Stock — 41,679 contracts (Indirect, Spouse serves as Trustee of GSTs for the benefit of Clara R. Williams);
Class B Common Stock — 52,321 contracts (Indirect, Spouse's proportionate interests in shares held by Rankin Associates I.);
Class B Common Stock — 85,056 contracts (Indirect, Spouse's proportionate interests in shares held by Rankin Associates IV.);
Class B Common Stock — 146 contracts (Indirect, Spouse's proportionate interest in shares held by Rankin Associates VI);
Class B Common Stock — 20,160 contracts (Indirect, Spouse is Trustee of BTR 2020 GST trust fbo Clara Williams);
Class B Common Stock — 11,766 contracts (Indirect, proportionate LP interest in shares held by RA II, L.P);
Class B Common Stock — 905 contracts (Indirect, proportionate interests held in shares in Rankin Associates V);
Class B Common Stock — 635 contracts (Indirect, Reporting person's proportionate interest in shares held by Rankin Associates VI);
Class B Common Stock — 62,035 contracts (Indirect, Spouse is Trustee of HRB 2020 GST trust fbo Griffin Butler);
Class B Common Stock — 3,784 contracts (Indirect, Child's proportionate partnership interest shares held by AMR Associates LP);
Class B Common Stock — 42,558 contracts (Indirect, Child's trust?s proportionate interests in shares held by Rankin Associates II.);
Class B Common Stock — 62,035 contracts (Indirect, Serves as Trustee of CRW 2020 GST trust fbo Helen Williams);
Class B Common Stock — 62,035 contracts (Indirect, Serves as Trustee of CRW 2020 GST trust fbo Margo Williams);
Class A Common Stock — 153,313 shares (Indirect, Spouse's proportionate partnership interest shares held by AMR Associates LP);
Class A Common Stock — 983 shares (Indirect, Spouse is Trustee of HRB 2020 GST trust fbo Clara Butler);
Class A Common Stock — 2,647 shares (Indirect, Spouse 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's Spouse);
Class A Common Stock — 24,649 shares (Indirect, Held in trust fbo Reporting Person);
Class A Common Stock — 983 shares (Indirect, Spouse is 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 — 983 shares (Indirect, Serves as Trustee of CRW 2020 GST trust fbo Helen Williams);
Class A Common Stock — 17,172 shares (Indirect, Reporting Person is Trustee of a Trust for the benefit of Reporting Person's child);
Class A Common Stock — 983 shares (Indirect, Serves as 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 Class B shares: 506 shares
Gift transactions: 4 transactions
Child partnership interest after gift (example): 793 shares
+3 more
6 metrics
Gifted Class B shares
506 shares
Total bona fide gifts of Class B Common Stock on May 29, 2026
Gift transactions
4 transactions
Entries coded G (bona fide gift) in the Form 4
Child partnership interest after gift (example)
793 shares
Class B Common Stock, child’s interest in Rankin Associates VI after 159-share gift
Child partnership interest after gift (second example)
556 shares
Class B Common Stock, child’s interest in Rankin Associates V after 95-share gift
Large indirect Class A trust holding
182,185 shares
Class A Common Stock held by trust for benefit of reporting person’s spouse
Underlying Class A shares (example derivative)
62,035 shares
Underlying Class A shares for Class B Common Stock in CRW 2020 GST trust
Key Terms
bona fide gift, indirect, Class B Common Stock, underlying security title, +1 more
5 terms
bona fide gift financial
"transaction_code_description: "Bona fide gift" for Class B Common Stock entries"
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 financial
"ownership_type: "indirect" and ownership_code: "I" for trust and partnership holdings"
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.
underlying security title financial
"underlying_security_title: "Class A Common Stock" for Class B derivative positions"
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
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What did HYSTER-YALE (HY) director David B. Williams report in this Form 4?
David B. Williams reported indirect holdings and small stock gifts involving family entities. The filing shows numerous Class A and Class B Common Stock positions held via trusts and partnerships, with Williams disclaiming beneficial ownership of all such shares.
Were the HYSTER-YALE (HY) transactions open-market buys or sells by David B. Williams?
No open-market buys or sells are reported. The only transactions with codes are four bona fide gifts of Class B Common Stock from indirect partnership interests. Other line items are holdings entries without specified transaction codes or share movements.
How are David B. Williams’ HYSTER-YALE (HY) holdings structured?
Holdings are largely indirect through family trusts and limited partnerships. Entries describe positions "held by" or "for the benefit of" his spouse and children, including GST trusts and AMR/Rankin partnership interests, rather than direct personal ownership.
What types of HYSTER-YALE (HY) securities are involved in this Form 4?
The filing involves Class A Common Stock and Class B Common Stock. Many Class B positions have an underlying security described as Class A Common Stock with a zero exercise price, reflecting dual-class and trust or partnership structures.
AI-generated analysis. How Rhea-AI works. Not financial advice.
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