David Bh Williams, Trustee Uad The Helen Charles Williams 2004 Trust - Net Worth and Insider Trading
David Bh Williams, Trustee Uad The Helen Charles Williams 2004 Trust Net Worth
The estimated net worth of David Bh Williams, Trustee Uad The Helen Charles Williams 2004 Trust is at least $600,031 dollars as of 2025-06-12. David Bh Williams, Trustee Uad The Helen Charles Williams 2004 Trust is the Member of a Group of Hyster Yale Inc and owns about 14,239 shares of Hyster Yale Inc (HY) stock worth over $600,031. Details can be seen in David Bh Williams, Trustee Uad The Helen Charles Williams 2004 Trust's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that David Bh Williams, Trustee Uad The Helen Charles Williams 2004 Trust has not made any transactions after 2019-07-11 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of David Bh Williams, Trustee Uad The Helen Charles Williams 2004 Trust
David Bh Williams, Trustee Uad The Helen Charles Williams 2004 Trust Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, David Bh Williams, Trustee Uad The Helen Charles Williams 2004 Trust owns 3 companies in total, including Hyster Yale Inc (HY) , Hamilton Beach Brands Holding Co (HBB) , and NACCO Industries Inc (NC) .
Insider Ownership Summary of David Bh Williams, Trustee Uad The Helen Charles Williams 2004 Trust
| Ticker | Company | Transaction Date | Type of Owner |
|---|---|---|---|
| HY | Hyster Yale Inc | 2019-07-11 | other: Member of a Group |
| HBB | Hamilton Beach Brands Holding Co | 2017-09-26 | other: Member of a Group |
| NC | NACCO Industries Inc | 2017-09-29 | other: Member of a Group |
David Bh Williams, Trustee Uad The Helen Charles Williams 2004 Trust Latest Holdings Summary
David Bh Williams, Trustee Uad The Helen Charles Williams 2004 Trust currently owns a total of 1 stock. David Bh Williams, Trustee Uad The Helen Charles Williams 2004 Trust owns 14,239 shares of Hyster Yale Inc (HY) as of July 11, 2019, with a value of $600,031.
Latest Holdings of David Bh Williams, Trustee Uad The Helen Charles Williams 2004 Trust
| Ticker | Company | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| HY | Hyster Yale Inc | 2019-07-11 | 14,239 | 42.14 | 600,031 |
Holding Weightings of David Bh Williams, Trustee Uad The Helen Charles Williams 2004 Trust
David Bh Williams, Trustee Uad The Helen Charles Williams 2004 Trust Form 4 Trading Tracker
According to the SEC Form 4 filings, David Bh Williams, Trustee Uad The Helen Charles Williams 2004 Trust has made a total of 0 transactions in Hyster Yale Inc (HY) over the past 5 years. The most-recent trade in Hyster Yale Inc is the acquisition of 2 shares on July 11, 2019, which cost David Bh Williams, Trustee Uad The Helen Charles Williams 2004 Trust around $108.
Insider Trading History of David Bh Williams, Trustee Uad The Helen Charles Williams 2004 Trust
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David Bh Williams, Trustee Uad The Helen Charles Williams 2004 Trust Trading Performance
GuruFocus tracks the stock performance after each of David Bh Williams, Trustee Uad The Helen Charles Williams 2004 Trust's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by David Bh Williams, Trustee Uad The Helen Charles Williams 2004 Trust is -0.06%. GuruFocus also compares David Bh Williams, Trustee Uad The Helen Charles Williams 2004 Trust's trading performance to market benchmark return within the same time period. The performance of stocks bought by David Bh Williams, Trustee Uad The Helen Charles Williams 2004 Trust within 3 months outperforms 35 times out of 66 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how David Bh Williams, Trustee Uad The Helen Charles Williams 2004 Trust's insider trading performs compared to the benchmark.
Performance of David Bh Williams, Trustee Uad The Helen Charles Williams 2004 Trust
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 2.34 | | | | | |
| Relative Return to S&P 500(%) | 2.55 | | | | | |
David Bh Williams, Trustee Uad The Helen Charles Williams 2004 Trust Ownership Network
Ownership Network List of David Bh Williams, Trustee Uad The Helen Charles Williams 2004 Trust
Ownership Network Relation of David Bh Williams, Trustee Uad The Helen Charles Williams 2004 Trust
David Bh Williams, Trustee Uad The Helen Charles Williams 2004 Trust Owned Company Details
What does Hyster Yale Inc do?
Who are the key executives at Hyster Yale Inc?
David Bh Williams, Trustee Uad The Helen Charles Williams 2004 Trust is the other: Member of a Group of Hyster Yale Inc. Other key executives at Hyster Yale Inc include other: Member of a Group Frank F Taplin , other: Member of a Group Susan Sichel , and other: Member of a Group Martha S Kelly .
Hyster Yale Inc (HY) Insider Trades Summary
Over the past 18 months, David Bh Williams, Trustee Uad The Helen Charles Williams 2004 Trust made no insider transaction in Hyster Yale Inc (HY). Other recent insider transactions involving Hyster Yale Inc (HY) include a net sale of 16,720 shares made by Frank F Taplin ,
In summary, during the past 3 months, insiders sold 0 shares of Hyster Yale Inc (HY) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 16,720 shares of Hyster Yale Inc (HY) were sold and 0 shares were bought by its insiders, resulting in a net sale of 16,720 shares.
Hyster Yale Inc (HY)'s detailed insider trading history can be found in Insider Trading Tracker table.
Hyster Yale Inc Insider Transactions
David Bh Williams, Trustee Uad The Helen Charles Williams 2004 Trust Mailing Address
Above is the net worth, insider trading, and ownership report for David Bh Williams, Trustee Uad The Helen Charles Williams 2004 Trust. Based on the public information released on the U.S. Securities and Exchange Commission (SEC) website, David Bh Williams, Trustee Uad The Helen Charles Williams 2004 Trust's mailing address is: Mayfield Heights Oh 44124.
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