HYSTER-YALE, INC.·4

Mar 3, 4:48 PM ET

Taylor Suzanne Schulze 4

4 · HYSTER-YALE, INC. · Filed Mar 3, 2026

Research Summary

AI-generated summary of this filing

Updated

HYSTER-YALE SVP Taylor Schulze Receives LTIP Award; Surrenders 257 Shares

What Happened

  • Taylor Suzanne Schulze, Senior Vice President, General Counsel and Secretary of HYSTER‑YALE, was granted 3,818 shares of Class A common stock under the company's Long‑Term Incentive Plan on 2026-02-27 (transaction code A). On the same date she surrendered 257 shares (transaction code F) to the company to satisfy tax withholding obligations; the 257 surrendered shares were valued at $36.66 each (≈ $9,422).

Key Details

  • Transaction date: 2026-02-27; Form 4 filed 2026-03-03 (filed within the typical 2-business-day window).
  • Award: 3,818 shares granted (LTIP award).
  • Tax withholding: 257 shares surrendered at $36.66/share (≈ $9,422) to satisfy taxes (mandatory cashless withholding).
  • Shares owned after the transaction: the filing does not report a conventional beneficial ownership number; footnote states the reporting person "disclaims beneficial ownership of all such shares."
  • Footnotes: F1 = LTIP award; F2 = mandatory cashless withholding to satisfy tax obligations; F3 = reporting person disclaims beneficial ownership.

Context

  • This was an LTIP stock award (not an open‑market purchase or sale). The surrender of shares was a tax‑withholding/cashless procedure common with equity awards and does not necessarily indicate a discretionary sale for investment reasons. The filing appears timely based on the reported dates.

Insider Transaction Report

Form 4
Period: 2026-02-27
Taylor Suzanne Schulze
Senior VP, GC and Secretary
Transactions
  • Award

    Class A Common Stock

    [F1]
    2026-02-27+3,81843,901 total(indirect: By Trust)
  • Tax Payment

    Class A Common Stock

    [F2]
    2026-02-27$36.66/sh257$9,42243,644 total(indirect: By Trust)
Holdings
  • Class A Common Stock

    [F3]
    (indirect: By Spouse)
    1,030
  • Class A Common Stock

    (indirect: By IRA)
    2,032
Footnotes (3)
  • [F1]LTIP Award-Shares of Class A Common Stock awarded to the Reporting Person under the company's Long-Term Incentive Compensation Plan
  • [F2]Mandatory Cashless-Exercise-Award shares that Reporting Person surrendered to Company in order to satisfy his/her tax withholding obligations with respect to his/her LTIP Stock Award
  • [F3]Reporting Person disclaims beneficial ownership of all such shares.
Signature
/s/Suzanne S. Taylor|2026-03-03

Documents

1 file
  • 4
    form4.xmlPrimary

    PRIMARY DOCUMENT