NACCO INDUSTRIES INC SEC Filings

TAPLIN BRITTON T reported acquisition or exercise transactions in this Form 4 filing.

NACCO Industries director Britton T. Taplin reported an equity compensation award of 563 shares of Class A Common Stock. These were granted as “Required Shares” under the company’s Non-Employee Directors’ Equity Compensation Plan at no cash cost and are held indirectly in a trust for his benefit, which now holds 66,600 shares.

The filing also outlines other indirect holdings, including proportionate membership interests in 157,095 shares held by Abigail II, LLC and 18,707 shares held by Abigail LLC, as well as shares held by his spouse and several children’s trusts where he serves as co-trustee and disclaims beneficial ownership.

NACCO Industries reporting person Elizabeth B. Rankin reported an indirect acquisition of 563 shares of Class A Common Stock on April 1, 2026. These shares were awarded to her spouse as “Required Shares” under the company’s Non-Employee Directors’ Equity Compensation Plan and recorded at no purchase price.

After this award, entities associated with Rankin show 37,306 indirect shares, while she also holds 722 shares directly. Several indirect positions are held through her spouse, family trusts, and Rankin Associates II, L.P., with footnotes stating that Rankin disclaims beneficial ownership of multiple trust and partnership-held blocks.

RANKIN MATTHEW M reported acquisition or exercise transactions in this Form 4 filing.

NACCO Industries director Matthew M. Rankin reported an equity award of 563 shares of Class A Common Stock, received as “Required Shares” under the Non-Employee Directors' Equity Compensation Plan. The shares were granted at no cash cost and are held through a trust for his benefit.

The filing also lists indirect holdings attributed to his spouse, minor children, and Rankin Associates II, L.P., over which he largely disclaims beneficial ownership, plus 500 shares held directly. No open-market purchases or sales were reported in this Form 4.

NACCO Industries director John P. Jumper reported an indirect acquisition of 563 shares of Class A Common Stock. These shares were awarded as “Required Shares” under the company’s Non-Employee Directors’ Equity Compensation Plan and are held through a trust for his benefit. Following this equity award, the trust holds 33,683 shares of Class A Common Stock indirectly attributed to him. The shares were granted at a stated price of $0.00 per share, reflecting stock-based director compensation rather than an open-market purchase.

LABARRE DENNIS W reported acquisition or exercise transactions in this Form 4 filing.

NACCO Industries director Dennis W. LaBarre received a grant of 563 shares of Class A Common Stock on April 1, 2026. The shares were awarded as “Required Shares” under the company’s Non-Employee Directors' Equity Compensation Plan, so he did not pay a purchase price.

Following this compensation award, LaBarre directly holds a total of 44,384 Class A Common shares.

DALRYMPLE JOHN S III reported acquisition or exercise transactions in this Form 4 filing.

NACCO Industries director John S. Dalrymple III received an award of 563 shares of Class A Common Stock on April 1, 2026. The shares were granted at a price of $0.00 per share as “Required Shares” under the company’s Non-Employee Directors’ Equity Compensation Plan, bringing his direct holdings to 25,736 shares.

NACCO Industries, Inc. files its Form 10-K and 2025 Annual Report, reporting 2025 consolidated revenue of $214,794 (in thousands) and a net loss of $39,587 (in thousands) for the year.

Results reflect a $7.8 million non-cash pension settlement charge, operational headwinds in the first half of 2025 with improvement in the second half, and continuing cash generation from prior capital investments. The company reiterates a target of $150 million annual EBITDA within a five- to seven-year timeframe and highlights growth across Contract Mining, Minerals and Royalties, and Mitigation Resources. The report discloses a tragic safety incident with two employee fatalities and notes a Red Hills Power Plant outage that is expected to reduce MLMC’s demand in 2026.

NACCO Industries is asking stockholders to vote at the May 15, 2026 annual meeting on electing eleven directors, approving an amended and restated long‑term incentive plan, advisory votes on executive pay and its frequency, and ratifying Ernst & Young LLP as auditor for 2026.

Stockholders of record on March 17, 2026 may vote, with 5,971,630 Class A shares carrying one vote each and 1,562,953 Class B shares carrying ten votes each, voting together as a single class. The Board recommends voting in favor of all proposals and a one‑year frequency for future say‑on‑pay votes.

The proxy describes NACCO’s controlled‑company characteristics, but notes the Board voluntarily complies with NYSE independence standards. It highlights strong governance, safety, environmental and community programs, and an executive pay program in which about 73% of 2025 named executive officer compensation was performance‑based.

NACCO Industries filed an 8-K to furnish an updated investor presentation outlining its long-term natural resources growth strategy. The company highlights expected recurring EBITDA of $50M per year from current businesses and a target of $150M EBITDA within five to seven years.

For the year ended December 31, 2025, NACCO reported Consolidated EBITDA of $48,927,000 and net income of $17,574,000, compared with EBITDA of $59,436,000 and net income of $33,741,000 in 2024. The presentation emphasizes diversified platforms in utility coal mining, contract mining, minerals and royalties, and ecological solutions, supported by a conservative balance sheet with total liquidity of $124M and total debt of $100M as of December 31, 2025.