Hyster-Yale (NYSE: HY) GC awarded stock; shares withheld for taxes

Rhea-AI Filing Summary

Hyster-Yale, Inc. insider activity shows indirect equity compensation and related tax withholding for Senior VP, General Counsel and Secretary Suzanne Schulze Taylor. A trust for her benefit received 3,818 shares of Class A Common Stock at no cost under the company’s Long-Term Incentive Compensation Plan, while 257 shares were surrendered back to the company at $36.66 per share to cover tax obligations on this award.

All reported holdings are indirect, including shares in a trust where she is trustee and IRA accounts for her and her spouse, and she disclaims beneficial ownership of these shares.

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

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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^*

Taylor Suzanne Schulze

(Last) (First) (Middle)

5875 LANDERBROOK DRIVE

(Street)

MAYFIELD HEIGHTS OH 44124

(City) (State) (Zip)

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
X	Officer (give title below)		Other (specify below)
	Senior VP, GC and Secretary

3. Date of Earliest Transaction (Month/Day/Year)
02/27/2026

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

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)
			Code	V	Amount	(A) or (D)	Price
Class A Common Stock	02/27/2026		A(1)		3,818	A	$0	43,901	I	Shares held in trust for benefit of Reporting Person for which Reporting Person is Trustee
Class A Common Stock	02/27/2026		F(2)		257	D	$36.66	43,644	I	Shares held in trust for benefit of Reporting Person for which Reporting Person is Trustee
Class A Common Stock								1,030	I	Held by Spouse in IRA(3)
Class A Common Stock								2,032	I	Held by Reporting Person in IRA

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)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. LTIP Award-Shares of Class A Common Stock awarded to the Reporting Person under the company's Long-Term Incentive Compensation Plan

2. Mandatory Cashless-Exercise-Award shares that Reporting Person surrendered to Company in order to satisfy his/her tax withholding obligations with respect to his/her LTIP Stock Award

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

	/s/Suzanne S. Taylor	03/03/2026
	** 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.

FAQ

What insider transactions did Hyster-Yale (HY) report for Suzanne Schulze Taylor?

The filing reports an indirect stock award and a related tax-withholding share surrender. A trust for her benefit received 3,818 Class A shares, and 257 shares were surrendered back to Hyster-Yale to satisfy tax obligations tied to this award.

How many Hyster-Yale (HY) shares were granted in the latest Form 4?

A trust for Suzanne Schulze Taylor’s benefit received 3,818 shares of Hyster-Yale Class A Common Stock. The award was made at no stated cost under the company’s Long-Term Incentive Compensation Plan, reflecting equity-based compensation rather than an open-market purchase.

Were any Hyster-Yale (HY) shares sold on the market in this Form 4?

No open-market sale is reported. Instead, 257 Class A shares were surrendered back to Hyster-Yale at $36.66 per share to satisfy tax withholding obligations arising from the stock award, a common feature of equity compensation plans.

How is Suzanne Schulze Taylor’s Hyster-Yale (HY) ownership held according to the Form 4?

All reported interests are indirect. Shares are held in a trust for her benefit, in an IRA for her spouse, and in her own IRA. The filing notes she disclaims beneficial ownership of these shares despite being trustee for the trust account.

What does the tax-withholding transaction in Hyster-Yale’s (HY) Form 4 represent?

The tax-withholding transaction reflects 257 shares surrendered to Hyster-Yale to cover tax liabilities from the 3,818-share long-term incentive award. This reduces the net shares remaining from the grant but avoids a separate cash tax payment by the insider.

What role does Suzanne Schulze Taylor hold at Hyster-Yale (HY)?

She serves as Senior Vice President, General Counsel and Secretary at Hyster-Yale. The reported equity award and related tax withholding are part of her compensation structure, delivered through the company’s Long-Term Incentive Compensation Plan in Class A Common Stock.