Hyster-Yale Insider Form 4: Director Receives 948-Share Stock Grant
Rhea-AI Filing Summary
On July 1, 2025, Hyster-Yale (HY) director David B. Williams reported the acquisition of 948 Class A common shares at a cost basis of $0 under the company’s Non-Employee Directors’ Equity Compensation Plan. Following the grant, Williams’ directly held position—maintained in a trust for his benefit—increased to 21,411 shares. The filing also lists extensive indirect holdings for Williams and related family trusts and partnerships, but these positions were unchanged; no sales or open-market purchases were disclosed. The transaction is routine director compensation rather than an elective purchase, making the overall market impact minimal.
Positive
- None.
Negative
- None.
Insights
TL;DR – Routine equity grant; no material signal.
The Form 4 records a standard director stock award of 948 shares to David B. Williams. Such automatic grants align director interests with shareholders but, at less than 1 % of average daily HY volume and with no cash outlay, provide negligible information content for valuation models. Indirect family trust holdings remain static, indicating no insider sentiment shift. I view the disclosure as neutral for investors.
Insider Trade Summary
Net Buyer: 948 shares
Net Buy
33 txns
Insider
WILLIAMS DAVID B
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Class A Common Stock | 948 | $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 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 | -- | -- | -- |
Holdings After Transaction:
Class A Common Stock — 21,411 shares (Indirect, Held in trust fbo Reporting Person);
Class B Common Stock — 147,481 shares (Indirect, Spouse's proportionate partnership interest shares held by AMR Associates LP);
Class B Common Stock — 62,034 shares (Indirect, Spouse is Trustee of HRB 2020 GST trust fbo Clara Butler);
Class B Common Stock — 41,679 shares (Indirect, Spouse serves as Trustee of GSTs for the benefit of Clara R. Williams);
Class B Common Stock — 52,321 shares (Indirect, Spouse's proportionate interests in shares held by Rankin Associates I.);
Class B Common Stock — 85,056 shares (Indirect, Spouse's proportionate interests in shares held by Rankin Associates IV.);
Class B Common Stock — 146 shares (Indirect, Spouse's proportionate interest in shares held by Rankin Associates VI);
Class B Common Stock — 20,160 shares (Indirect, Spouse is Trustee of BTR 2020 GST trust fbo Clara Williams);
Class B Common Stock — 11,766 shares (Indirect, proportionate LP interest in shares held by RA II, L.P);
Class B Common Stock — 905 shares (Indirect, proportionate interests held in shares in Rankin Associates V);
Class B Common Stock — 635 shares (Indirect, Reporting person's proportionate interest in shares held by Rankin Associates VI);
Class B Common Stock — 62,035 shares (Indirect, Spouse is Trustee of HRB 2020 GST trust fbo Griffin Butler);
Class B Common Stock — 3,784 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 — 922 shares (Indirect, child's proportionate interests held in shares in Rankin Associates V);
Class B Common Stock — 1,268 shares (Indirect, Child's proportionate interest in shares held by Rankin Associates VI);
Class B Common Stock — 62,035 shares (Indirect, Serves as Trustee of CRW 2020 GST trust fbo Helen Williams);
Class B Common Stock — 62,035 shares (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 — 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 — 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 Helen Williams);
Class A Common Stock — 983 shares (Indirect, Serves as Trustee of CRW 2020 GST trust fbo Margo Williams)
Footnotes (3)
- F1. Award-Shares of Class A Common Stock awarded to the Reporting Person as "Required Shares" under the company's Non-Employee Directors' Equity Compensation Plan.
- F2. Reporting Person disclaims beneficial ownership of all such shares.
- F3. N/A
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
Was the transaction a market purchase or a compensation award?
The shares were a non-employee director compensation award at a $0 purchase price, not an open-market buy.
Did the filing report any sales or disposals by Williams?
No. The filing shows no share sales or disposals; only the 948-share award was recorded.