Hyster-Yale (HY) insider Julia Rankin reports 148-share stock gifts via family entities
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Hyster-Yale, Inc. insider Julia L. Rankin reported indirect holdings and small gift transfers involving Class A and Class B Common Stock. The filing shows 97 shares of Class B Common Stock, representing an indirect proportionate interest in Rankin Associates VI, were transferred as a bona fide gift, leaving 632 shares held indirectly through that entity. Another 51 Class B shares tied to Rankin Associates V were also gifted, with 1,185 shares remaining indirectly held through that partnership.
Separately, the report lists indirect Class A holdings of 20,389 shares held by a trust for Rankin’s benefit and 480 shares held by her spouse. The footnotes state that Rankin disclaims beneficial ownership of all such shares, indicating these positions are primarily through family and related entities rather than directly held stock.
Positive
- None.
Negative
- None.
Insider Trade Summary
148 shares gifted
Mixed
13 txns
Insider
Rankin Julia L
Role
null
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Class B Common Stock | 51 | $0.00 | -- |
| Gift | Class B Common Stock | 97 | $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 A Common Stock | -- | -- | -- |
| holding | Class A Common Stock | -- | -- | -- |
Holdings After Transaction:
Class B Common Stock — 1,185 shares (Indirect, Proportionate interest in shares held by Rankin Associates V);
Class A Common Stock — 480 shares (Indirect, By Spouse)
Footnotes (1)
- Reporting Person disclaims beneficial ownership of all such shares. N/A
Key Figures
Gifted shares (Rankin Associates VI): 97 shares
Gifted shares (Rankin Associates V): 51 shares
Total gifted shares: 148 shares
+4 more
7 metrics
Gifted shares (Rankin Associates VI)
97 shares
Class B Common Stock bona fide gift on 2026-05-29
Gifted shares (Rankin Associates V)
51 shares
Class B Common Stock bona fide gift on 2026-05-29
Total gifted shares
148 shares
Aggregate Class B gifts reported in transactionSummary
Trust-held Class A shares
20,389 shares
Indirect Class A Common Stock held by trust
Spouse-held Class A shares
480 shares
Indirect Class A Common Stock held by spouse
Indirect Class B shares post-gift (VI)
632 shares
Class B Common Stock remaining via Rankin Associates VI
Indirect Class B shares post-gift (V)
1,185 shares
Class B Common Stock remaining via Rankin Associates V
Key Terms
bona fide gift, Class B Common Stock, Held by Trust for the benefit of Reporting Person, proportionate limited partnership interest, +2 more
6 terms
bona fide gift financial
"transaction_code_description: "Bona fide gift" for Class B Common Stock"
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.
Class B Common Stock financial
"security_title: "Class B Common Stock" in multiple indirect holdings"
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.
Held by Trust for the benefit of Reporting Person financial
"nature_of_ownership: "Held by Trust for the benefit of Reporting Person""
proportionate limited partnership interest financial
"nature_of_ownership references "proportionate limited partnership interest" in Rankin Associates II LP"
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.
Member of a Group financial
"other: "Member of a Group" in reportingPersons section"
FAQ
What insider activity did HYSTER-YALE (HY) report for Julia L. Rankin?
The Form 4 shows Julia L. Rankin reported indirect holdings and two small bona fide gifts of Class B Common Stock. These transactions involve family-related entities and do not reflect open-market buying or selling activity.
What indirect HYSTER-YALE holdings does Julia L. Rankin report in this Form 4?
The report lists 20,389 Class A Common shares held by a trust for her benefit and 480 Class A shares held by her spouse. It also shows various indirect Class B interests through Rankin Associates partnerships and related family entities.
Are the HY insider gifts in this Form 4 market transactions?
No, the Form 4 classifies both transactions under code G as bona fide gifts at a stated price of $0.00 per share. Gifts are non-market transfers and do not represent open-market sales or purchases of HYSTER-YALE stock.