Hyster-Yale insider reports family share gifts
HYSTER-YALE, INC. reported an insider Form 4 for Lynne T. Rankin that primarily updates indirect family holdings in Class A and Class B Common Stock as of May 29, 2026.
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Form Type
4
Rhea-AI Filing Summary
HYSTER-YALE, INC. reported an insider Form 4 for Lynne T. Rankin that primarily updates indirect family holdings in Class A and Class B Common Stock as of May 29, 2026.
The filing shows two bona fide gifts totaling 449 Class B shares, reflecting indirect interests held through Rankin Associates V and VI. After these gifts, the spouse’s proportionate indirect interests in those Class B positions were 632 and 1,487 shares, respectively. The filing also lists various indirect trust and partnership holdings for spouse, children, nieces, and nephews, and states that the reporting person disclaims beneficial ownership of all such shares.
Insider Trade Summary
449 shares gifted
Gift
22 txns
Insider
Rankin Lynne T
Role
Insider
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Class B Common Stock | 352 | $0.00 | $0.00 |
| Gift | Class B Common Stock | 97 | $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 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 — 1,487 contracts (Indirect, Spouse's proportionate interest in shares held by Rankin Associates V);
Class B Common Stock — 632 contracts (Indirect, Spouse's proportionate interest in shares held by Rankin Associates VI);
Class B Common Stock — 5,634 contracts (Indirect, child's proportionate limited partnership interest in shares held by Rankin Associates II);
Class B Common Stock — 922 contracts (Indirect, Child's proportionate interests held in shares in Rankin Associates V);
Class B Common Stock — 1,268 contracts (Indirect, Child's proportionate interest in shares held by Rankin Associates VI);
Class B Common Stock — 17,500 contracts (Indirect, Spouse's proportionate limited partnership interests in shares held by Rankin Associates II, L.P);
Class B Common Stock — 1,724 contracts (Indirect, proportionate limited partnership interests in shares held by Rankin Associates II, L.P);
Class B Common Stock — 377 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 in Rankin Associates VI);
Class B Common Stock — 6,018 contracts (Indirect, Minor child?s proportionate interests in shares held by Rankin Associates II.);
Class B Common Stock — 8,767 contracts (Indirect, Spouse is co-trustee of trust fbo niece. Reflects proportionate interests in Rankin Assoc II shares.);
Class B Common Stock — 461 contracts (Indirect, Spouse is co-trustee of trust fbo niece; niece's proportionate interests held in shares in RA V);
Class B Common Stock — 634 contracts (Indirect, Co-trustee of trust fbo niece. Reflects proportionate interests in Rankin Assoc VI shares);
Class B Common Stock — 8,472 contracts (Indirect, Spouse is co-trustee fbo minor nephew's proportionate interests in shares held by RA II.);
Class B Common Stock — 461 contracts (Indirect, Spouse is co-trustee of trust fbo nephew; nephew proportionate interests held in shares in RA V);
Class B Common Stock — 634 contracts (Indirect, Co-trustee of trust fbo nephew. Reflects proportionate interests in Rankin Assoc VI shares);
Class A Common Stock — 38,444 shares (Indirect, Shares held by Spouse.);
Class A Common Stock — 1,126 shares (Direct);
Class A Common Stock — 1,290 shares (Indirect, Spouse serves as co-trustee of a trust for the benefit of minor niece.);
Class A Common Stock — 1,126 shares (Indirect, Reporting Person's Spouse is co-trustee of the trust of minor nephew)
Footnotes (2)
- F1. Reporting Person disclaims beneficial ownership of all such shares.
- F2. N/A
Key Figures
Total gifted shares: 449 shares
First gift block: 97 shares
Second gift block: 352 shares
+2 more
5 metrics
Total gifted shares
449 shares
Bona fide gifts of Class B Common Stock on May 29, 2026
First gift block
97 shares
Class B Common Stock, spouse’s interest in Rankin Associates VI
Second gift block
352 shares
Class B Common Stock, spouse’s interest in Rankin Associates V
Post-gift holding in RA VI
632 shares
Spouse’s proportionate Class B Common Stock interest after gift
Post-gift holding in RA V
1,487 shares
Spouse’s proportionate Class B Common Stock interest after gift
Key Terms
bona fide gift, indirect ownership, Class B Common Stock, underlying security, +1 more
5 terms
bona fide gift financial
"Transaction code G is described as a bona fide gift of shares."
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 ownership financial
"Most holdings are reported as indirect ownership through family trusts and partnerships."
Class B Common Stock financial
"Several entries list 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 financial
"Each Class B Common Stock line references underlying Class A Common Stock shares."
beneficial ownership financial
"A footnote states the 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 does the HYSTER-YALE (HY) Form 4 for Lynne T. Rankin report?
The Form 4 reports updated indirect family holdings and two bona fide gifts totaling 449 Class B shares. These positions are held through various Rankin family trusts and partnerships, with the reporting person disclaiming beneficial ownership of all such shares.
Are the HYSTER-YALE (HY) Form 4 transactions direct or indirect holdings?
Almost all positions in the Form 4 are indirect holdings, including trusts and family partnerships. Only one Class A Common Stock line shows 1,126 shares held directly, while most other entries are tied to spouse, children, nieces, nephews, or Rankin Associates entities.
What does it mean that beneficial ownership is disclaimed in the HY Form 4?
The filing states the reporting person disclaims beneficial ownership of all such shares, meaning they do not assert an economic or voting interest. The shares are held for family members or through entities like Rankin Associates, even though they appear under the reporting framework.
How did the HYSTER-YALE (HY) indirect positions change after the gifts?
After the bona fide gifts, the spouse’s proportionate interest in Rankin Associates VI was 632 Class B shares and 1,487 Class B shares in Rankin Associates V. These indirect positions correspond to underlying Class A Common Stock on a one-for-one basis at a stated exercise price of $0.0000.
AI-generated analysis. How Rhea-AI works. Not financial advice.
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