Taylor Suzanne Schulze 4
4 · HYSTER-YALE, INC. · Filed Mar 3, 2026
Research Summary
AI-generated summary of this filing
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
Taylor Suzanne Schulze
Senior VP, GC and Secretary
Transactions
- Award
Class A Common Stock
[F1]2026-02-27+3,818→ 43,901 total(indirect: By Trust) - Tax Payment
Class A Common Stock
[F2]2026-02-27$36.66/sh−257$9,422→ 43,644 total(indirect: By Trust)
Holdings
- 1,030(indirect: By Spouse)
Class A Common Stock
[F3] - 2,032(indirect: By IRA)
Class A Common Stock
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