LTIP stock grant and tax share surrender for HYSTER-YALE, INC. (HY)

Rhea-AI Filing Summary

HYSTER-YALE, INC. subsidiary officer Jon C. Taylor reported compensation-related stock activity. He received 1,994 shares of Class A common stock as a Long-Term Incentive Plan (LTIP) award, then surrendered 167 shares at $36.66 in a mandatory cashless transaction to cover tax withholding, leaving him with 16,061 directly held 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

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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 Jon C

(Last) (First) (Middle)

5875 LANDERBROOK DRIVE

SUITE 300

(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)
	Officer of a Subsidiary

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)		1,994	A	$0	16,228	D
Class A Common Stock	02/27/2026		F(2)		167	D	$36.66	16,061	D

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 share that Reporting person surrendered to Company in order to satisfy his/her tax withholding obligations with respect to his/her LTIP Award.

	/s/ Suzanne S. Taylor, attorney-in-fact	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 HY officer Jon C. Taylor report on this Form 4?

Jon C. Taylor reported receiving 1,994 shares of HYSTER-YALE Class A common stock as a Long-Term Incentive Plan award and surrendering 167 shares at $36.66 each to cover tax withholding, leaving 16,061 shares owned directly afterward.

Was the HY Form 4 transaction a market buy or sell of shares?

The filing shows no open-market buy or sell. Taylor received 1,994 shares as a grant and then surrendered 167 shares back to the company in a mandatory cashless transaction solely to satisfy tax withholding on the LTIP award.

How many HYSTER-YALE (HY) shares does Jon C. Taylor hold after this Form 4?

After the reported LTIP award and tax-withholding surrender, Jon C. Taylor directly owns 16,061 shares of HYSTER-YALE Class A common stock, according to the totals listed following the disposition transaction on the Form 4.

What is the significance of the $36.66 price in the HY Form 4 filing?

The $36.66 figure is the share price used to value 167 HYSTER-YALE shares surrendered by Jon C. Taylor in a mandatory cashless transaction to satisfy tax withholding obligations related to his Long-Term Incentive Plan stock award.

How does HYSTER-YALE’s Long-Term Incentive Compensation Plan affect HY insiders?

Under HYSTER-YALE’s Long-Term Incentive Compensation Plan, insiders like Jon C. Taylor can receive stock awards, such as the 1,994 Class A shares granted here, which may trigger mandatory cashless exercises where some shares are surrendered to cover associated tax withholding obligations.