Rankin Julia L 4
4 · HYSTER-YALE, INC. · Filed Jun 1, 2026
Research Summary
AI-generated summary of this filing
HYSTER-YALE (HY) Julia L. Rankin Receives Gift of 148 Derivative Shares
What Happened
Julia L. Rankin (listed as a member of a group) reported two gift transactions on May 29, 2026: a gift of 51 derivative shares and a gift of 97 derivative shares. Both transactions are recorded at $0.00 per share (total reported value $0). The filing classifies these as gifts of derivative securities rather than open-market purchases or sales.
Key Details
- Transaction date: 2026-05-29; Filing date: 2026-06-01 (filed within the standard two-business-day reporting window).
- Transactions: Gift (code G) — 51 derivative shares @ $0.00 and 97 derivative shares @ $0.00 (total 148 derivative shares).
- Reported value: $0 for each line; total reported cash value $0.
- Shares owned after transaction: not specified in the filing.
- Footnotes: F1 — Reporting person disclaims beneficial ownership of all such shares; F2 — N/A.
- Transaction type: derivative securities transfer (not an open-market trade).
Context
Gifts do not necessarily indicate the insider’s market view and are often for personal or estate-planning reasons. Because the filing covers derivative securities (not direct market buys/sells), this is different from a cash purchase or sale of common stock. The disclaimer of beneficial ownership in the footnote means the reporting person says they do not beneficially own these shares.
Insider Transaction Report
- Gift
Class B Common Stock
[F2]2026-05-29+51→ 1,185 total(indirect: Proportionate interest in shares held by Rankin Associates V)→ Class A Common Stock (51 underlying) - Gift
Class B Common Stock
[F2]2026-05-29+97→ 632 total(indirect: Proportionate interest in shares held by Rankin Associates VI)→ Class A Common Stock (97 underlying)
- 480(indirect: By Spouse)
Class A Common Stock
[F1] - 20,389(indirect: By Trust)
Class A Common Stock
- 3,342(indirect: By Children)
Class B Common Stock
[F2][F1]→ Class A Common Stock (3,342 underlying) - 461(indirect: By Children)
Class B Common Stock
[F2][F1]→ Class A Common Stock (461 underlying) - 633(indirect: By Children)
Class B Common Stock
[F2][F1]→ Class A Common Stock (633 underlying) - 377(indirect: By Spouse)
Class B Common Stock
[F2][F1]→ Class A Common Stock (377 underlying) - 634(indirect: By Spouse)
Class B Common Stock
[F2][F1]→ Class A Common Stock (634 underlying) - 30,237(indirect: By Partnership)
Class B Common Stock
[F2]→ Class A Common Stock (30,237 underlying) - 3,345(indirect: By Children)
Class B Common Stock
[F2]→ Class A Common Stock (3,345 underlying) - 461(indirect: By Children)
Class B Common Stock
[F2][F1]→ Class A Common Stock (461 underlying) - 633(indirect: By Children)
Class B Common Stock
[F2][F1]→ Class A Common Stock (633 underlying)
Footnotes (2)
- [F1]Reporting Person disclaims beneficial ownership of all such shares.
- [F2]N/A