Helen Rankin Butler - Jun 13, 2024 Form 4 Insider Report for HYSTER-YALE, INC. (HY)

Role
Member of a Group
Signature
/s/ Suzanne S. Taylor, attorney-in-fact
Stock symbol
HY
Transactions as of
Jun 13, 2024
Transactions value $
$0
Form type
4
Date filed
6/17/2024, 01:43 PM
Previous filing
Apr 3, 2024
Next filing
Jul 3, 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction HY Class A Common Stock Other $0 -2.61K -1.58% $0.00 163K Jun 13, 2024 proportionate partnership interest shares held by AMR Associates LP F1
transaction HY Class A Common Stock Other $0 +869 +71.46% $0.00 2.09K Jun 13, 2024 Child's proportionate partnership interest shares held by AMR Associates LP F1, F2
transaction HY Class A Common Stock Other $0 +869 +71.46% $0.00 2.09K Jun 13, 2024 Child's proportionate partnership interest shares held by AMR Associates LP F1, F2
holding HY Class A Common Stock 12K Jun 13, 2024 held in Trust for the benefit of Reporting Person's child F2
holding HY Class A Common Stock 11.7K Jun 13, 2024 held in trust for the benefit of Reporting Person's child F2
holding HY Class A Common Stock 2.65K Jun 13, 2024 Reporting Person serves as Trustee of GSTs for the benefit of Helen R. Butler
holding HY Class A Common Stock 184K Jun 13, 2024 held by Trust for the benefit of Reporting Person
holding HY Class A Common Stock 2.8K Jun 13, 2024 Individual Retirement Account for the benefit of the Reporting Person's spouse F2
holding HY Class A Common Stock 54K Jun 13, 2024 spouse serves as Trustee of the J.C. Butler, Jr. Revocable Trust. F2

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction HY Class B Common Stock Other $0 +2.61K +2.02% $0.00 132K Jun 13, 2024 Class A Common Stock 2.61K proportionate partnership interest shares held by AMR Associates LP F1, F3
transaction HY Class B Common Stock Other $0 -869 -33.95% $0.00 1.69K Jun 13, 2024 Class A Common Stock 869 Child's proportionate partnership interest shares held by AMR Associates LP F1, F3
transaction HY Class B Common Stock Other $0 -869 -33.95% $0.00 1.69K Jun 13, 2024 Class A Common Stock 869 Child's proportionate partnership interest shares held by AMR Associates LP F1, F3
holding HY Class B Common Stock 18.1K Jun 13, 2024 Class A Common Stock 18.1K child's proportionate limited partnership interests in shares held by Rankin Associates II, L.P F2, F3
holding HY Class B Common Stock 461 Jun 13, 2024 Class A Common Stock 461 child's proportionate interests held in shares in Rankin Associates V F2, F3
holding HY Class B Common Stock 634 Jun 13, 2024 Class A Common Stock 634 Child's proportionate interest in shares held by Rankin Associates VI F2, F3
holding HY Class B Common Stock 8.88K Jun 13, 2024 Class A Common Stock 8.88K Trustee of JCB 2020 GST trust fbo son. Reflects proportionate interest held in shares in RAII F4, F5, F6, F7
holding HY Class B Common Stock 18.4K Jun 13, 2024 Class A Common Stock 18.4K child's proportionate limited partnership interests in shares held by Rankin Associates II, L.P F2, F3
holding HY Class B Common Stock 461 Jun 13, 2024 Class A Common Stock 461 child's proportionate interests held in shares in Rankin Associates V F2, F3
holding HY Class B Common Stock 634 Jun 13, 2024 Class A Common Stock 634 Child's proportionate interest in shares held by Rankin Associates VI F2, F3
holding HY Class B Common Stock 20.2K Jun 13, 2024 Class A Common Stock 20.2K Serves as Trustee of BTR 2020 GST trust fbo Helen Butler F8, F9, F10
holding HY Class B Common Stock 41.7K Jun 13, 2024 Class A Common Stock 41.7K Reporting Person serves as Trustee of GSTs for the benefit of Helen R. Butler F3
holding HY Class B Common Stock 52.3K Jun 13, 2024 Class A Common Stock 52.3K proportionate limited partnership interest in shares held by Rankin Associates I, L.P. F3
holding HY Class B Common Stock 85.1K Jun 13, 2024 Class A Common Stock 85.1K proportionate limited partnership interests in shares held by Rankin Associates IV, L.P. F3
holding HY Class B Common Stock 146 Jun 13, 2024 Class A Common Stock 146 Reporting person's proportionate interest in shares held by Rankin Associates VI F3
holding HY Class B Common Stock 2.8K Jun 13, 2024 Class A Common Stock 2.8K Individual Retirement Account for the benefit of the Reporting Person's spouse F2, F3
holding HY Class B Common Stock 8.88K Jun 13, 2024 Class A Common Stock 8.88K Trustee of JCB 2020 GST trust fbo daughter. Reflects proportionate interest held in shares in RAII F11, F12, F13, F14
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Changes reflect the amendment to the partnership agreement pursuant to which partnership share classes were restructured causing adjustments in the number of shares allocated to the partners.
F2 Reporting Person disclaims beneficial ownership of all such shares.
F3 N/A
F4 N/A
F5 N/A
F6 N/A
F7 Reporting Person disclaims beneficial ownership of all such shares.
F8 N/A
F9 N/A
F10 N/A
F11 N/A
F12 N/A
F13 N/A
F14 Reporting Person disclaims beneficial ownership of all such shares.