David BH Williams, Trustee UAD The Helen Charles Williams 2004 Trust 4
4 · HYSTER-YALE, INC. · Filed Jun 1, 2026
Research Summary
AI-generated summary of this filing
HYSTER-YALE (HY) Trustee David BH Williams Gifts 254 Shares
What Happened
- David BH Williams, acting as Trustee for The Helen Charles Williams 2004 Trust, reported two gift transactions on 2026-05-29: a gift of 95 shares and a gift of 159 shares of HYSTER-YALE, totaling 254 shares. Both transfers are reported at a $0 acquisition price and are listed as derivative transactions in the filing.
Key Details
- Transaction date: 2026-05-29
- Transactions: Gift (code G) of 95 shares and gift (code G) of 159 shares
- Price/value reported: $0.00 for each transfer (total $0)
- Shares owned after transaction: Not stated in the filing
- Filing date / accession: Report filed 2026-06-01 (no late-filing flag indicated)
- Footnotes: F1 — N/A
Context
- These were gifts, not purchases or sales, so they do not directly signal the trustee's view of the stock's market prospects. The filing classifies the transfers as derivative-related; in practical terms this reflects a transfer of beneficial ownership rather than a market trade.
Insider Transaction Report
Form 4
Transactions
- Gift
Class B Common Stock
[F1]2026-05-29+95→ 556 total(indirect: Proportionate interests held in shares in Rankin Associates V)→ Class A Common Stock (95 underlying) - Gift
Class B Common Stock
[F1]2026-05-29+159→ 793 total(indirect: By Trust)→ Class A Common Stock (159 underlying)
Holdings
- 1,967(indirect: By Partnership)
Class A Common Stock
- 7,211(indirect: By Trust)
Class A Common Stock
- 1,892(indirect: By Partnership)
Class B Common Stock
[F1]→ Class A Common Stock (1,892 underlying) - 22,654(indirect: Proportionate interests in shares held by Rankin Associates II.)
Class B Common Stock
[F1]→ Class A Common Stock (22,654 underlying)
Footnotes (1)
- [F1]N/A
Signature
/s/ Suzanne S. Taylor, attorney-in-fact|2026-06-01