Hyster-Yale insider gifts 150 Class B shares
HYSTER-YALE, INC. associated holder Claiborne R. Rankin Jr. reported charitable-style activity rather than trading.
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Form Type
4
Rhea-AI Filing Summary
HYSTER-YALE, INC. associated holder Claiborne R. Rankin Jr. reported charitable-style activity rather than trading. On 2026-05-29, trusts and partnership interests linked to him made bona fide gifts totaling 150 shares of Class B Common Stock, with no sale proceeds.
After these gifts, indirect positions reported include 16,193 shares of Class A Common Stock held in a trust for his benefit and various indirect interests in Class B shares, such as 22,423, 3,500 and smaller amounts through Rankin Associates entities. Footnotes state that Rankin disclaims beneficial ownership of all such indirectly held shares.
Insider Trade Summary
150 shares gifted
Gift
11 txns
Insider
RANKIN CLAIBORNE R JR
Role
Insider
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Class B Common Stock | 52 | $0.00 | $0.00 |
| Gift | Class B Common Stock | 98 | $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 A Common Stock | -- | -- | -- |
Holdings After Transaction:
Class B Common Stock — 432 contracts (Indirect, Proportionate interest in shares held by Rankin Associates V);
Class B Common Stock — 340 contracts (Indirect, Reporting Person?s trust?s proportionate interests in shares held by Rankin Associates VI);
Class B Common Stock — 3,500 contracts (Indirect, Child's proportionate limited partnership interest in shares held by RA II LP);
Class B Common Stock — 461 contracts (Indirect, Child's proportionate interests held in shares in Rankin Associates V);
Class B Common Stock — 633 contracts (Indirect, Child's proportionate interest in shares held by Rankin Associates VI);
Class B Common Stock — 22,423 contracts (Indirect, Reporting Person?s trust?s proportionate interests in shares held by Rankin Associates II.);
Class B Common Stock — 377 contracts (Indirect, Spouse's proportionate interests held in shares in Rankin Associates V);
Class B Common Stock — 341 contracts (Indirect, Spouse's proportionate interest in shares held by Rankin Associates VI);
Class B Common Stock — 1,576 contracts (Indirect, Child's proportionate interest in shares held by Rankin Associates II);
Class B Common Stock — 2,117 contracts (Indirect, Child's proportionate interest in shares held by Rankin Associates V);
Class A Common Stock — 16,193 shares (Indirect, Held by a trust for the benefit of Reporting Person)
Footnotes (2)
- F1. N/A
- F2. Reporting Person disclaims beneficial ownership of all such shares.
Key Figures
Total gifted shares: 150 shares
Gift from Rankin Associates VI interest: 98 shares
Gift from Rankin Associates V interest: 52 shares
+5 more
8 metrics
Total gifted shares
150 shares
Bona fide gifts of Class B Common Stock on 2026-05-29
Gift from Rankin Associates VI interest
98 shares
Bona fide gift of Class B via trust interest in Rankin Associates VI
Gift from Rankin Associates V interest
52 shares
Bona fide gift of Class B via proportionate interest in Rankin Associates V
Indirect Class A trust holding
16,193 shares
Class A Common Stock held by a trust for the reporting person after transactions
Indirect Class B holding via Rankin Associates II
22,423 shares
Class B Common Stock reported as trust’s proportionate interest in Rankin Associates II
Indirect Class B holding via RA II LP
3,500 shares
Child’s proportionate limited partnership interest in shares held by RA II LP
Class B holding in Rankin Associates VI after gift
340 shares
Reporting person’s trust’s proportionate interest post 98-share gift from Rankin Associates VI
Class B holding in Rankin Associates V after gift
432 shares
Proportionate interest post 52-share gift from Rankin Associates V
Key Terms
bona fide gift, indirect ownership, beneficial ownership, Class B Common Stock, +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 ownership financial
""ownership_type": "indirect", "ownership_code": "I""
beneficial ownership financial
"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.
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.
trust for the benefit of Reporting Person financial
"Held by a trust for the benefit of Reporting Person"
proportionate interest financial
"Child's proportionate interest in shares held by Rankin Associates V"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider activity did HY reporting person Claiborne R. Rankin Jr. report?
The filing shows indirect entities linked to Claiborne R. Rankin Jr. made bona fide gifts of Class B Common Stock, not market trades. These gifts reduced certain indirect positions while leaving substantial indirect holdings in both Class A and Class B shares.
Were the HY insider transactions open-market sales or purchases?
No open-market sales or purchases are reported. The only quantified transactions are bona fide gifts of 150 Class B shares. These are non-market dispositions, meaning there was no sale price or trading activity that would directly reflect a view on Hyster-Yale’s stock.
What indirect Hyster-Yale holdings remain after these reported gifts?
After the gifts, indirect positions include 16,193 Class A shares in a trust for the reporting person and multiple Class B positions, such as 22,423 and 3,500 shares, held through Rankin Associates entities. These figures reflect interests reported as of the transaction date.
AI-generated analysis. How Rhea-AI works. Not financial advice.
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