WAVEMAN · COMPANY

HY · Hyster-Yale, Inc.

LIVE

TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475

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HY

Name: HYSTER-YALE, INC. (HY) insider trading and ownership data
Creator: WaveMan
License: https://wave-man.com/terms

HYSTER-YALE, INC.

INDUSTRIALS · INDUSTRIAL TRUCKS, TRACTORS, TRAILORS & STACKERS · CIK 0001173514

CONGRESS · 1☆ WATCH

INSIDER NET · 180D

open-market buys minus sells, Form 4 codes P and S

INSIDER BUYERS · 180D

CONGRESS BUYERS · 1Y

FUNDS ADDED · QTR

13F, latest reported quarter

REVENUE GROWTH

-12.5%

XBRL, annual

NET MARGIN

-1.6%

SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST

INSIDERS

no Form 4 purchases or sales on file

CONGRESS

1 member bought in the last year

the lowest in Industrials

FUNDS

86 funds added or opened last quarter

below 64% of Industrials

REVENUE

-12.5% year over year

below 89% of Industrials

MARGIN

-1.6% net margin

below 68% of Industrials

BUYBACKS

$700.0K repurchased, FY to 2026-06-30

below 93% of Industrials

SHORT

5.1 days to cover · settled 2026-07-31

THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET

86 funds added or opened positions in the latest 13F quarter, of 154 holders.

1 member of Congress reported buying it this year.

The year, with the filings on it

Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail

TOTAL 12M RETURN -4.3%

-4.3%12M

INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY

Live price

Daily candles from TradingView, on their licence — no filings are marked on this one

WHY THIS NAME IS ON THE DESK

The complete filing record, in one place.

The record shows 86 funds added last quarter, 1 Congress member(s) bought in 12 months. Every figure is a federal filing, dated the day it became public.

Backtest this pattern Open the screener

Same sector, ranked by filing activity

Sector from the SEC's own SIC classification

DELL ANET TDG TSLA PANW AXON STX KTOS CRCT OFLX JOBY FTNT

Insider transactions

Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

No insider purchases or sales are on record for HYSTER-YALE, INC. in the period covered. Source: SEC Form 4 filings, as of 2026-09-05.

INSIDER

FILED

VALUE

TAPLIN FRANK F

—

SELL

2024-03-04

11,720.0

$680.9K

TAPLIN FRANK F

—

SELL

2024-03-01

5,000.0

$293.2K

SICHEL SUSAN

—

SELL

2023-05-10

3,000.0

$155.1K

KELLY MARTHA S

—

SELL

2023-03-03

1,500.0

$68.6K

4 TRANSACTIONS ON RECORD · THIN RECORD, READ IT AS SUCH

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Institutional holders

13F · holdings as of the latest quarter funds have reported

BlackRock, Inc.

937,868.0 sh

$32.9M

GAMCO INVESTORS, INC. ET AL

788,021.0 sh

$27.6M

DIMENSIONAL FUND ADVISORS LP

495,257.0 sh

$17.4M

VANGUARD CAPITAL MANAGEMENT LLC

467,943.0 sh

$16.4M

DEPRINCE RACE & ZOLLO INC

413,935.0 sh

$14.5M

SCHEDULE 13D/G

No 5%+ ownership filings

Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.

FORM 144

No planned-sale notices

No insider has notified an intent to sell. This is the panel to watch after a run-up.

Fund concentration

N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show

Global X Autonomous & Electric Vehicles ETF

$4.1M POSITION · AS OF 2026-02-28

1.1%

Global X Hydrogen ETF

$708.3K POSITION · AS OF 2026-02-28

1.1%

ProShares Russell 2000 Dividend Growers ETF

$6.5M POSITION · AS OF 2026-02-28

1.0%

State Street(R) SPDR(R) S&P Kensho Smart Mobility ETF

$128.0K POSITION · AS OF 2026-03-31

0.7%

State Street(R) SPDR(R) S&P Kensho Clean Power ETF

$1.4M POSITION · AS OF 2026-03-31

0.7%

1290 GAMCO Small/Mid Cap Value Fund

$1.4M POSITION · AS OF 2026-04-30

0.6%

SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK

Executive pay vs shareholder return

DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself

CEO TOTAL

ACTUALLY PAID

OTHER NEOs AVG

TSR

PEER TSR

2023

$8.7M

$8.1M

$2.6M

-86%

-61%

2022

$10.0M

$9.3M

$1.5M

—

-81%

2021

$2.6M

$2.7M

$925.1K

—

-61%

TAGGED BY THE COMPANY UNDER SEC ITEM 402(v) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP

Fundamentals

Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all

	2025-12	2024-12	2023-12	2022-12
REVENUE	$3.8B	$4.3B	$4.1B	$3.5B
GROSS PROFIT	$632.8M	$895.5M	$785.6M	$433.9M
OPERATING INCOME	$-22.1M	$244.8M	$208.7M	$-39.1M
NET INCOME	$-60.1M	$142.3M	$125.9M	$-74.1M
EPS (DILUTED)	-3.40	8.04	7.24	-4.38
OPERATING CASH FLOW	$86.1M	$170.7M	$150.7M	$40.6M
LONG-TERM DEBT	$473.4M	$241.9M	$241.3M	$267.0M
BUYBACKS	$-4.5M	$-14.0M	$0	$0
DIVIDENDS PAID	$25.4M	$24.0M	$22.3M	$21.8M

SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-05 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE