Hyster-Yale, Inc.
US ˙ NYSE ˙ US4491721050

Introduction

This page provides a comprehensive analysis of the known insider trading history of Eugene Wong. Insiders are officers, directors, or significant investors in a company. It is illegal for insiders to make trades in their companies based on specific, non-public information. This does not mean it is illegal for them to make any trades in their own companies. However, they must report all trades to the SEC via a Form 4. Despite these restrictions, academic research suggests that insiders - in general - tend to outperform the market in their own companies.

Average Trade Profitability

The average trade profitability is the average return of all the open market purchases made by the insider in the last three years. To calculate this, we examine every open-market, unplanned purchase made by the insider, excluding all trades that were marked as part of a 10b5-1 trading plan. We then calculate the average performance of those trades over 3, 6, and 12 months, averaging each of those durations to generate a final performance metric for each trade. Finally, we average all of the performance metrics to calculate a performance metric for the insider. This list only includes insiders that have made at least three trades in the last two years.

If this insiders trade profitability is "N/A", then the insider either has not made any open-market purchases in the last three years, or the trades they’ve made are too recent to calculate a reliable performance metric.

Update Frequency: Daily

See the list of most profitable insider traders.

Companies with Reported Insider Positions

The SEC filings indicate Eugene Wong has reported holdings or trades in the following companies:

Security Title Latest Reported Holdings
US:HY / Hyster-Yale, Inc. Director 37,169
US:NC / NACCO Industries, Inc. Director 6,702
How to Interpret the Charts

The following charts show the stock performance of securities subsequent to each open-market, non-planned trade made by Eugene Wong. Non-planned trade are trades that were not made as part of a 10b5-1 trading plan. The stock performance is charted as cumulative percent change in share price. For example, if an insider trade was made on January 1, 2019, the chart will show the daily percent change of the security to the present day. If the share price were to go from $10 to $15 during this time, the cumulative percent change in share price would be 50%. A change in price from $10 to $20 would be 100%, and a change in price of $10 to $5 would be -50%.

Ultimately, we are trying to determine how closely the insider’s trades correlate to excess returns (positive or negative) in the share price in order to see if the insider is timing their trades to profit from insider information. Consider the situation where an insider was doing this. In this situation, we would expect either (a) positive returns after purchases, or (b) negative returns after sales. In the case of (a), the PURCHASE chart would show a series of upwardly sloping curves, indicating positive returns after each purchase transaction. In the case of (b), the SALE chart would show a series of downward sloping curves, indicating negative returns after each sale transaction.

However, this alone is not enough to draw conclusions. If, for example, the share price of the company was in a non-cyclical climb over many years, then we would expect all the post-purchase plots to be upwardly sloping. Likewise, non-cyclical declines over many years would result in downward sloping post-trade plots. Neither of these charts would suggest insider trading activity.

The strongest indicator would be a situation where the share price was extremely cyclical, and there were both positive signals in the PURCHASE chart and negative plots on the SALE chart. This situation would be highly suggestive of an insider that was timing trades to their financial advantage.

Insider Purchases HY / Hyster-Yale, Inc. - Short Term Profit Analysis

In this section, we analyze the profitability of every unplanned, open-market insider purchase made in HY / Hyster-Yale, Inc.. This analysis helps to understand if the insider consistently generates abnormal returns, and is worth following. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market purchases that were not part of an automatic trading plan.

Trade Date Ticker Insider Reported
Shares
Reported
Price
Adjusted
Shares
Adjusted
Price
Cost Basis Days to
Max
Price at
Max
Max
Profit ($)
Max Return (%)
There are no known unplanned open-market trades for this insider and security combination

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

HY / Hyster-Yale, Inc. Insider Trades
Insider Sales HY / Hyster-Yale, Inc. - Short Term Loss Analysis

In this section, we analyze the short-term loss avoidance of every unplanned, open-market insider sale made in HY / Hyster-Yale, Inc.. A consistent pattern of loss avoidance may suggest that future sale transactions may predict declines in price. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market sales that were not part of an automatic trading plan.

Trade Date Ticker Insider Reported
Shares
Reported
Price
Adjusted
Shares
Adjusted
Price
Cost Basis Days to
Min
Price at
Min
Max Loss
Avoided ($)
Max Loss
Avoided (%)
There are no known unplanned open-market trades for this insider and security combination

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

HY / Hyster-Yale, Inc. Insider Trades
Insider Purchases NC / NACCO Industries, Inc. - Short Term Profit Analysis

In this section, we analyze the profitability of every unplanned, open-market insider purchase made in HY / Hyster-Yale, Inc.. This analysis helps to understand if the insider consistently generates abnormal returns, and is worth following. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market purchases that were not part of an automatic trading plan.

Trade Date Ticker Insider Reported
Shares
Reported
Price
Adjusted
Shares
Adjusted
Price
Cost Basis Days to
Max
Price at
Max
Max
Profit ($)
Max Return (%)
There are no known unplanned open-market trades for this insider and security combination

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

NC / NACCO Industries, Inc. Insider Trades
Insider Sales NC / NACCO Industries, Inc. - Short Term Loss Analysis

In this section, we analyze the short-term loss avoidance of every unplanned, open-market insider sale made in HY / Hyster-Yale, Inc.. A consistent pattern of loss avoidance may suggest that future sale transactions may predict declines in price. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market sales that were not part of an automatic trading plan.

Trade Date Ticker Insider Reported
Shares
Reported
Price
Adjusted
Shares
Adjusted
Price
Cost Basis Days to
Min
Price at
Min
Max Loss
Avoided ($)
Max Loss
Avoided (%)
There are no known unplanned open-market trades for this insider and security combination

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

NC / NACCO Industries, Inc. Insider Trades
Insider Trading History

This table shows the complete list of insider trades made by Eugene Wong as disclosed to the Securities Exchange Commission (SEC).

File Date Tran Date Form Ticker Security Code 10b5-1 Shares Remaining Shares Percent
Change
Share
Price
Tran
Value
Remaining
Value
2023-07-06 2023-07-03 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 171 37,169 0.46
2023-07-06 2023-07-03 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 292 36,998 0.80
2023-05-19 2023-05-17 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 555 36,706 1.54
2023-05-19 2023-05-17 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 947 36,151 2.69
2022-10-05 2022-10-03 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 880 35,204 2.56
2022-07-06 2022-07-01 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 579 34,324 1.72
2022-07-06 2022-07-01 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 989 33,745 3.02
2022-04-05 2022-04-01 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 496 32,756 1.54
2022-04-05 2022-04-01 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 849 32,260 2.70
2022-01-05 2022-01-03 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 422 31,411 1.36
2022-01-05 2022-01-03 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 742 30,989 2.45
2021-10-05 2021-10-01 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 297 30,247 0.99
2021-10-05 2021-10-01 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 522 29,950 1.77
2021-07-06 2021-07-01 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 235 29,428 0.80
2021-07-06 2021-07-01 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 393 29,193 1.36
2021-04-05 2021-04-01 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 214 28,800 0.75
2021-04-05 2021-04-01 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 359 28,586 1.27
2021-01-06 2021-01-01 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 345 28,227 1.24
2021-01-06 2021-01-01 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 578 27,882 2.12
2020-10-05 2020-10-01 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 733 27,304 2.76
2020-10-05 2020-10-01 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 437 26,571 1.67
2020-07-02 2020-07-01 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 464 26,134 1.81
2020-07-02 2020-07-01 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 777 25,670 3.12
2020-04-02 2020-04-01 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 364 24,893 1.48
2020-04-02 2020-04-01 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 610 24,529 2.55
2020-01-06 2020-01-02 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 331 23,919 1.40
2020-01-06 2020-01-02 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 529 23,588 2.29
2019-10-02 2019-10-01 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 333 23,059 1.47
2019-10-02 2019-10-01 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 531 22,726 2.39
2019-07-02 2019-07-01 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 333 22,195 1.52
2019-07-02 2019-07-01 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 531 21,862 2.49
2019-04-03 2019-04-01 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 274 21,331 1.30
2019-04-03 2019-04-01 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 437 21,057 2.12
2019-01-04 2019-01-02 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 298 20,620 1.47
2019-01-04 2019-01-02 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 456 20,322 2.30
2018-10-02 2018-10-01 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 292 19,866 1.49
2018-10-02 2018-10-01 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 447 19,574 2.34
2018-07-03 2018-07-02 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 267 19,127 1.42
2018-07-03 2018-07-02 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 408 18,860 2.21
2018-04-04 2018-04-02 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 234 18,452 1.28
2018-04-04 2018-04-02 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 358 18,218 2.00
2018-01-04 2018-01-02 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 211 17,860 1.20
2018-01-04 2018-01-02 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 331 17,649 1.91
2017-10-04 2017-10-02 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 248 17,318 1.45
2017-10-04 2017-10-02 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 390 17,070 2.34
2017-07-06 2017-07-03 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 256 16,680 1.56
2017-07-06 2017-07-03 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 403 16,424 2.52
2017-04-05 2017-04-03 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 288 16,021 1.83
2017-04-05 2017-04-03 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 452 15,733 2.96
2017-01-05 2017-01-03 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 283 15,281 1.89
2017-01-05 2017-01-03 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 412 14,998 2.82
2016-10-04 2016-10-01 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 305 14,586 2.14
2016-10-04 2016-10-01 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 444 14,281 3.21
2016-07-06 2016-07-01 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 278 13,837 2.05
2016-07-06 2016-07-01 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 405 13,559 3.08
2016-04-05 2016-04-01 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 310 13,154 2.41
2016-04-05 2016-04-01 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 453 12,844 3.66
2016-01-06 2016-01-04 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 305 12,391 2.52
2016-01-06 2016-01-04 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 410 12,086 3.51
2015-10-02 2015-10-01 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 273 11,676 2.39
2015-10-02 2015-10-01 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 367 11,403 3.33
2015-07-02 2015-07-01 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 240 11,036 2.22
2015-07-02 2015-07-01 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 323 10,796 3.08
2015-04-02 2015-04-01 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 257 10,473 2.52
2015-04-02 2015-04-01 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 346 10,216 3.51
2015-01-05 2015-01-02 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 221 9,870 2.29
2015-01-05 2015-01-02 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 231 9,649 2.45
2014-10-03 2014-10-01 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 207 9,418 2.25
2014-10-03 2014-10-01 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 217 9,211 2.41
2014-07-02 2014-07-01 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 182 8,994 2.07
2014-07-02 2014-07-01 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 190 8,812 2.20
2014-04-03 2014-04-01 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 176 8,622 2.08
2014-04-03 2014-04-01 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 184 8,446 2.23
2014-01-03 2014-01-01 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 189 8,262 2.34
2014-01-03 2014-01-01 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 197 8,073 2.50
2013-10-03 2013-10-01 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 213 7,876 2.78
2013-10-03 2013-10-01 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 223 7,663 3.00
2013-07-02 2013-07-01 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 281 7,440 3.93
2013-07-02 2013-07-01 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 294 7,159 4.28
2013-04-03 2013-04-01 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 317 6,865 4.84
2013-04-03 2013-04-01 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 332 6,548 5.34
2013-01-03 2013-01-01 4 HY HYSTER-YALE MATERIALS HANDLING, INC.
Class A Common Stock
A - Award 404 6,216 6.95
2012-10-02 2012-10-01 4 NC NACCO INDUSTRIES INC
Class A Common Stock
A - Award 418 6,702 6.65
2012-10-02 2012-10-01 4 NC NACCO INDUSTRIES INC
Class A Common Stock
A - Award 472 6,284 8.12
2012-09-27 3 HY HYSTER YALE MATERIALS HANDLING INC.
Class A Common Stock
5,812
2012-07-03 2012-07-02 4 NC NACCO INDUSTRIES INC
Class A Common Stock
A - Award 140 5,812 2.47
2012-07-03 2012-07-02 4 NC NACCO INDUSTRIES INC
Class A Common Stock
A - Award 158 5,672 2.87
2012-04-03 2012-04-02 4 NC NACCO INDUSTRIES INC
Class A Common Stock
A - Award 168 5,366 3.23
2012-04-03 2012-04-02 4 NC NACCO INDUSTRIES INC
Class A Common Stock
A - Award 148 5,514 2.76
2012-01-04 2012-01-01 4 NC NACCO INDUSTRIES INC
Class A Common Stock
A - Award 189 5,198 3.77
2012-01-04 2012-01-01 4 NC NACCO INDUSTRIES INC
Class A Common Stock
A - Award 214 5,009 4.46
2010-01-06 2010-01-01 4 NC NACCO INDUSTRIES INC
Class A Common Stock
A - Award 117 3,274 3.71
2010-01-06 2010-01-01 4 NC NACCO INDUSTRIES INC
Class A Common Stock
A - Award 117 3,157 3.85
P
Open market or private purchase of non-derivative or derivative security
S
Open market or private sale of non-derivative or derivative security
A
Grant, award, or other acquisition of securities from the company (such as an option)
C
Conversion of derivative
D
Sale or transfer of securities back to the company
F
Payment of exercise price or tax liability using portion of securities received from the company
G
Gift of securities by or to the insider
K
Equity swaps and similar hedging transactions
M
Exercise or conversion of derivative security received from the company (such as an option)
V
A transaction voluntarily reported on Form 4
J
Other (accompanied by a footnote describing the transaction)