Hyster-Yale awards 1,149 shares to Butler’s spouse
The reporting person, identified as a member of a group, disclaims beneficial ownership of shares designated as required under Hyster-Yale’s directors’ equity plan.
Sentiment and the balance of points
Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.
Form Type
4
Rhea-AI Filing Summary
Hyster-Yale, Inc. (HY) reports that 1,149 Class A shares were awarded to Helen Rankin Butler’s spouse on October 1, 2026, as “Required Shares” under the company’s Non-Employee Directors’ Equity Compensation Plan. The reported post-award position is 61,464 shares associated with the J.C. Butler, Jr. Revocable Trust, for which her spouse serves as trustee. Butler, identified as a member of a group, disclaims beneficial ownership of the awarded shares.
Insider Trade Summary
Grant/Award: 1,149 shares
Grant/Award
28 txns
Insider
BUTLER HELEN RANKIN
Role
Insider
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Class A Common Stock F1, F2 | 1,149 | $0.00 | $0.00 |
| holding | Class B Common Stock F3, F2 | -- | -- | -- |
| holding | Class B Common Stock F3, F2 | -- | -- | -- |
| holding | Class B Common Stock F3, F2 | -- | -- | -- |
| holding | Class B Common Stock F3, F2 | -- | -- | -- |
| holding | Class B Common Stock F3, F2 | -- | -- | -- |
| holding | Class B Common Stock F3, F2 | -- | -- | -- |
| holding | Class B Common Stock F3, F2 | -- | -- | -- |
| holding | Class B Common Stock F3, F2 | -- | -- | -- |
| holding | Class B Common Stock F3, F2 | -- | -- | -- |
| holding | Class B Common Stock F3, F2 | -- | -- | -- |
| holding | Class B Common Stock F3 | -- | -- | -- |
| holding | Class B Common Stock F3 | -- | -- | -- |
| holding | Class B Common Stock F3 | -- | -- | -- |
| holding | Class B Common Stock F3 | -- | -- | -- |
| holding | Class B Common Stock F3 | -- | -- | -- |
| holding | Class B Common Stock F3 | -- | -- | -- |
| holding | Class B Common Stock F3, F2 | -- | -- | -- |
| holding | Class B Common Stock F3 | -- | -- | -- |
| holding | Class A Common Stock F2 | -- | -- | -- |
| holding | Class A Common Stock F2 | -- | -- | -- |
| holding | Class A Common Stock F2 | -- | -- | -- |
| holding | Class A Common Stock F2 | -- | -- | -- |
| 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 F2 | -- | -- | -- |
Holdings After Transaction:
Class A Common Stock — 61,464 shares (Indirect, spouse serves as Trustee of the J.C. Butler, Jr. Revocable Trust.);
Class B Common Stock — 3,784 contracts (Indirect, Child's proportionate partnership interest shares held by AMR Associates LP);
Class B Common Stock — 8,879 contracts (Indirect, Trustee of JCB 2020 GST trust fbo daughter. Reflects proportionate interest held in shares in RAII);
Class B Common Stock — 36,520 contracts (Indirect, child's proportionate limited partnership interests in shares held by Rankin Associates II, L.P);
Class B Common Stock — 1,110 contracts (Indirect, child's proportionate interests held in shares in Rankin Associates V);
Class B Common Stock — 1,586 contracts (Indirect, Child's proportionate interest in shares held by Rankin Associates VI);
Class B Common Stock — 8,880 contracts (Indirect, Trustee of JCB 2020 GST trust fbo son. Reflects proportionate interest held in shares in RAII);
Class B Common Stock — 26,244 contracts (Indirect, Held by Trust fbo reporting person proportionate interest in shares held by RAI and RAV);
Class B Common Stock — 147,481 contracts (Indirect, proportionate partnership interest shares held by AMR Associates LP);
Class B Common Stock — 20,160 contracts (Indirect, Serves as Trustee of BTR 2020 GST trust fbo Helen Butler);
Class B Common Stock — 41,679 contracts (Indirect, Reporting Person serves as Trustee of GSTs for the benefit of Helen R. Butler);
Class B Common Stock — 52,321 contracts (Indirect, proportionate limited partnership interest in shares held by Rankin Associates I, L.P.);
Class B Common Stock — 85,056 contracts (Indirect, proportionate limited partnership interests in shares held by Rankin Associates IV, L.P.);
Class B Common Stock — 2,800 contracts (Indirect, Individual Retirement Account for the benefit of the Reporting Person's spouse);
Class B Common Stock — 146 contracts (Indirect, Reporting person's proportionate interest in shares held by Rankin Associates VI);
Class A Common Stock — 3,934 shares (Indirect, Child's proportionate partnership interest shares held by AMR Associates LP);
Class A Common Stock — 25,088 shares (Indirect, held in Trust for the benefit of Reporting Person's child);
Class A Common Stock — 1,512 shares (Indirect, Held by Trust fbo reporting person);
Class A Common Stock — 153,313 shares (Indirect, proportionate partnership interest shares held by AMR Associates LP);
Class A Common Stock — 2,647 shares (Indirect, Reporting Person serves as Trustee of GSTs for the benefit of Helen R. Butler);
Class A Common Stock — 183,605 shares (Indirect, held by Trust for the benefit of Reporting Person);
Class A Common Stock — 2,800 shares (Indirect, Individual Retirement Account for the benefit of the Reporting Person's spouse)
Footnotes (3)
- F1. Spouse's Award-Shares of Class A Common Stock awarded to the Reporting Person's Spouse as "Required Shares" under the company's Non-Employee Directors' Equity Compensation Plan.
- F2. Reporting Person disclaims beneficial ownership of all such shares.
- F3. N/A
Key Figures
Awarded Class A shares: 1,149 shares
Reported price per share: $0.00 per share
Post-award position: 61,464 shares
3 metrics
Awarded Class A shares
1,149 shares
Award to Helen Rankin Butler’s spouse on October 1, 2026
Reported price per share
$0.00 per share
Award of 1,149 Class A shares on October 1, 2026
Post-award position
61,464 shares
Position associated with the J.C. Butler, Jr. Revocable Trust
Key Terms
Required Shares, Non-Employee Directors’ Equity Compensation Plan, beneficial ownership
3 terms
Non-Employee Directors’ Equity Compensation Plan financial
"under the company’s Non-Employee Directors’ Equity Compensation Plan"
beneficial ownership regulatory
"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.
AI-generated analysis. How Rhea-AI works. Not financial advice.
