Hyster-Yale insider reports 1,012-share gift transfers
Hyster-Yale, Inc. insider filing shows indirect gift transfers and detailed trust holdings.
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Form Type
4
Rhea-AI Filing Summary
Hyster-Yale, Inc. insider filing shows indirect gift transfers and detailed trust holdings. On May 29, 2026, entities associated with reporting person Victoire G. Rankin made two bona fide gifts involving Class B Common Stock, each convertible into an equal number of Class A shares. One gift covered 377 shares of Class B stock and another covered 635 shares, for a total of 1,012 gifted shares, all reported as indirect interests and coded as gifts, not market sales. The filing also lists multiple indirect holdings of Class A and Class B shares in various trusts, retirement accounts, and limited partnerships for the benefit of the reporting person’s spouse and family, while the reporting person disclaims beneficial ownership of all such shares.
Insider Trade Summary
1,012 shares gifted
Gift
18 txns
Insider
RANKIN VICTOIRE G
Role
Insider
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Class B Common Stock | 635 | $0.00 | $0.00 |
| Gift | Class B Common Stock | 377 | $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 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 — 0 contracts (Indirect, Reporting person's proportionate interest in shares held by Rankin Associates VI);
Class B Common Stock — 0 contracts (Indirect, Represents percentage of ownership interest of Rankin Associates V partnership held in trust);
Class B Common Stock — 18,390 contracts (Indirect, Represents Spouse's proportionate limited partnership interest in shares held by AMR Associates LP);
Class B Common Stock — 14,160 contracts (Indirect, Held in an Individual Retirement Account for the benefit of the Reporting Person's spouse);
Class B Common Stock — 4,000 contracts (Indirect, Spouses proportionate partnership interest in shares held by Rankin Associates I.);
Class B Common Stock — 50 contracts (Indirect, RAIV General Partnership);
Class B Common Stock — 80 contracts (Indirect, Spouse's proportionate interest in shares held by RAV held by Rankin Management, Inc.);
Class B Common Stock — 100 contracts (Indirect, Spouse's proportionate interest in shares in RAVI held by RAVI held by Rankin Management, Inc.);
Class B Common Stock — 3,950 contracts (Indirect, Spouse's proportionate interest in shares in RA II LP held by Rankin Management, Inc. as GP);
Class B Common Stock — 26,244 contracts (Indirect, Spouse serves as trustee for GSTs for the benefit of Clara Williams);
Class B Common Stock — 26,244 contracts (Indirect, Spouse serves as trustee of GSTs trust for the benefit of Helen Butler);
Class A Common Stock — 19,118 shares (Indirect, Represents Spouse's proportionate limited partnership interest in shares held by AMR Associates LP);
Class A Common Stock — 14,752 shares (Indirect, Held in an Individual Retirement Account for the benefit of the Reporting Person's spouse);
Class A Common Stock — 152,197 shares (Indirect, spouse serves as Trustee of a Trust for the benefit of Alfred M. Rankin, Jr);
Class A Common Stock — 1,512 shares (Indirect, Spouse serves as trustee for the GSTs for the benefit of Clara Williams);
Class A Common Stock — 1,512 shares (Indirect, Spouse serves as trustee for GSTs for the benefit of Helen Butler);
Class A Common Stock — 335,286 shares (Indirect, Spouse serves as Co-trustee of Trusts fbo the Estate of Roger Rankin);
Class A Common Stock — 126,774 shares (Indirect, Spouse serves as the Trustee of the Trust which is held for the benefit of the Reporting person)
Footnotes (7)
- F1. Reporting Person disclaims beneficial ownership of all such shares.
- F2. Correction of an administrative error which overstated the B shares and understated the A shares by 239.
- F3. N/A
- F4. N/A
- F5. N/A
- F6. N/A
- F7. N/A
Key Figures
Gifted shares (transaction 1): 377 Class B shares
Gifted shares (transaction 2): 635 Class B shares
Total gifted shares: 1,012 Class B shares
+4 more
7 metrics
Gifted shares (transaction 1)
377 Class B shares
Bona fide gift; underlying 377 Class A shares
Gifted shares (transaction 2)
635 Class B shares
Bona fide gift; underlying 635 Class A shares
Total gifted shares
1,012 Class B shares
Gift transfers summarized in transactionSummary
Indirect Class A holding
126,774 shares
Trust for benefit of reporting person; spouse as trustee
Estate-related Class A holding
335,286 shares
Trusts for the estate of Roger Rankin; spouse as co-trustee
IRA Class B holding
14,160 shares
Individual Retirement Account for reporting person’s spouse
LP Class B holding
18,390 shares
Spouse’s proportionate LP interest via AMR Associates LP
Key Terms
bona fide gift, indirect, Class B Common Stock, Individual Retirement Account, +2 more
6 terms
bona fide gift financial
"transaction_code_description": "Bona fide gift""
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""
Class B Common Stock financial
""security_title": "Class B 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.
Individual Retirement Account financial
"Held in an Individual Retirement Account for the benefit of the Reporting Person's spouse"
A tax-advantaged retirement account owned by an individual that holds investments such as stocks, bonds, mutual funds or cash and is governed by rules about how much can be contributed and when money can be withdrawn. It matters to investors because the account’s specific tax rules and withdrawal limits affect how savings grow and when taxes are paid; think of it as a labeled box for retirement money that comes with special tax treatment and rules about when you can open it.
limited partnership interest financial
"Represents Spouse's proportionate limited partnership interest in shares held by AMR Associates LP"
disclaims beneficial ownership financial
"Reporting Person disclaims beneficial ownership of all such shares."
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider activity did Victoire G. Rankin report for HY on this Form 4?
The Form 4 reports indirect bona fide gifts of Hyster-Yale Class B Common Stock and updates indirect holdings in various trusts, retirement accounts, and partnerships tied to the reporting person’s spouse and family.
What types of Hyster-Yale securities are covered in this Form 4 for HY?
The Form 4 covers both Class A Common Stock and Class B Common Stock, with Class B described as derivative securities convertible into an equal number of Class A shares at a stated exercise price of $0.0000.
Did the HY Form 4 show any open-market buys or sells by Victoire G. Rankin?
No. The only transactions classified with a direction are bona fide gifts. The filing does not show any open-market purchases or sales; other entries reflect holdings and position details.
AI-generated analysis. How Rhea-AI works. Not financial advice.
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