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全球资管数据库 / 全球信托 / 信托持股上市公司 / NACCO Industries(煤炭与土地管理)
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NACCO Industries(煤炭与土地管理)(NC)的信托持股架构

美股 · 来源 A 级(官方文件 / 公告原文)· 2024-12 披露时点 · 只收录核实到「信托层」的案例 · 不构成任何排名评分或推荐
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公司NACCO Industries(煤炭与土地管理) NC 美股
持有人Rankin 家族(AMR Associates NC, L.P.)
控股家族
受托人2012 Helen R. Butler Trust(作为 AMR Associates NC, L.P. 的普通合伙人)
信托名称 / 架构2012 Helen R. Butler Trust U/A/D 2012-06-22
信托设立辖区美国
美国(俄亥俄州)
披露比例69.3%
披露时点2024-12
来源等级A
来源原文Schedule 13D(NACCO Industries,2024-12-17)

架构与披露要点

要点2024-12-17 提交的 Schedule 13D(accession 0001193125-24-280414)显示:NACCO Class B 普通股由 Rankin 家族控制的 AMR Associates NC, L.P. 等持有;AMR Associates NC, L.P. 的普通合伙人为 2012 Helen R. Butler Trust U/A/D June 22, 2012,Helen R. Butler 以受托人身份签署。封面页各申报人持股 1,076,343 股(68.8%)至 1,085,538 股(69.3%)不等,最高为 69.3%;另有 203,972 股(13.0%)由其他家族实体持有。文件明确信托作为 GP 持有合伙权益,属信托层持股。
核验方式直接读取 EDGAR 原文,核对 AMR Associates NC, L.P.、2012 Helen R. Butler Trust 作为 GP、Helen R. Butler 受托人签署,以及 68.8%-69.3% 各行数据。

申报历史与持股变动(SEC EDGAR 13D/G 系列 44 份,2020-02-05 ~ 2024-12-17)

下表为 SEC EDGAR 该发行人全部 Schedule 13D/13G 系列申报记录(解析其主文档正文,上限最新 45 份):「比例」为申报原文中出现的百分比(取前列,可能是类别股本或合并申报口径,逐项以原文为准);「信托表述」为申报原文中含信托架构的关键句摘录。
申报日类型比例(见原文)信托表述(摘录)来源
2020-02-05SC 13G/A5.3%、5%原文
2020-02-07SC 13G/A49%、12.463%、5.286%、5%ed by Fidelity Management & Research Company ("FMR Co"), a wholly owned subsidiary of FMR LLC, which power resides with the Fidelity Funds' Boards o…原文
2020-02-12SC 13G/A8.4%、5%原文
2020-02-12SC 13G6.25%原文
2020-02-13SC 13G/A8.13%原文
2020-02-13SC 13D/A98.35%OF ABOVE PERSONS (ENTITIES ONLY) The Trust created under the Agreement, dated September 28, 2000, as supplemented, amended and restated, between Alfred M原文
2020-02-13SC 13D/A12.71%、10.14%、7.92%、6.61%、6.27%Rankin) the power to vote and dispose of 9,600 shares of Class A Common pursuant to an agreement with his mother, creating a trust for the benefit of her grandchildren原文
2020-07-10SC 13G/A5%、4.9%原文
2020-11-23SC 13D98.71%、88.67%、45%、10%、8.37%、8.15%OF ABOVE PERSONS (ENTITIES ONLY) Marital Trust created by the Agreement, dated January 21, 1966, as supplemented, amended and restated, between PNC Bank and Beatrice T…原文
2021-02-08SC 13G/A49%、11.21%、6.405%、5%LLC"), a wholly owned subsidiary of FMR LLC, which power resides with the Fidelity Funds' Boards of Trustees原文
2021-02-11SC 13G/A5.68%原文
2021-02-12SC 13G/A8.1%、5%原文
2021-02-12SC 13D/A98.46%Butler is the trustee of the trust原文
2021-02-12SC 13D/A—Rankin is the trustee of the trust原文
2021-02-12SC 13D/A12.6%、10.43%、7.82%、6.57%、6.46%、6.16%Williams is the trustee of the trust原文
2021-02-12SC 13D/A—Butler is the trustee of the trust原文
2022-02-08SC 13G/A7.7%、5%原文
2022-02-09SC 13G/A49%、14.806%、9.334%、5%LLC"), a wholly owned subsidiary of FMR LLC, which power resides with the Fidelity Funds' Boards of Trustees原文
2022-02-10SC 13G/A4.42%原文
2022-02-11SC 13D/A75%、66.32%Rankin (a) as trustee and beneficiary of certain trusts, shares the power to vote the 472,371 shares of Class B Common held by Rankin I with the other general partners…原文
2022-02-11SC 13D/A75%、66.32%Butler is the trustee of the trust原文
2022-02-11SC 13D/A8.62%、8.3%、7.95%、6.22%Taplin is deemed to share with National City Bank the power to vote and dispose of 50,118 shares of Class A Common, held in trust for her grandkids, for which she is a…原文
2022-02-11SC 13D/A98.49%、75%、66.32%Rankin (a) as trustee and beneficiary of certain trusts, shares the power to vote the 472,371 shares of Class B Common held by Rankin I with the other general partners…原文
2022-02-11SC 13D/A75%、11.78%、10.61%、6.48%、6.38%、6.37%Rankin, as trustee fbo A原文
2023-01-10SC 13G/A49%、9.436%、6.848%、5%原文
2023-02-10SC 13G/A7.6%、5%原文
2023-02-10SC 13D/A8.41%、8.07%OF ABOVE PERSONS (ENTITIES ONLY) Marital Trust created by the Agreement, dated January 21, 1966, as supplemented, amended and restated, between PNC Bank and Beatrice T…原文
2023-02-10SC 13D/A11.46%、11.08%、6.34%、6.24%、6.09%Rankin) the power to vote and dispose of 9,600 shares of Class A Common pursuant to an agreement with his mother, creating a trust for the benefit of her grandchildren原文
2023-02-10SC 13D/A—, as trustee, and Alfred M原文
2023-02-10SC 13D/A—, as trustee, and Alfred M原文
2023-02-10SC 13D/A—Rankin is the trustee of the trust原文
2024-01-31SC 13G5.2%、5%原文
2024-02-09SC 13G/A7.3%、5%原文
2024-02-09SC 13G/A49%、7.435%、5.838%、5%原文
2024-02-12SC 13D/A8%Taplin is a co-trustee with the Taplin Family and is deemed to share with the Taplin Family the power to vote and dispose of 349,100 shares of Class A Common held in a tr原文
2024-02-12SC 13D/A68.8%、68.74%Rankin (a) as trustee and beneficiary of certain trusts, shares the power to vote the 472,371 shares of Class B Common held by Rankin I with the other general partners…原文
2024-02-12SC 13D/A11.72%、10.33%、6.33%、6.29%、6.25%、5.86%(b) has the sole power to vote and dispose of 204,871 shares of Class A Common under the Alfred Rankin Trust, with himself as trustee and for his benefit原文
2024-02-12SC 13D/A68.8%、68.74%Rankin (a) as trustee and beneficiary of certain trusts, shares the power to vote the 472,371 shares of Class B Common held by the Partnership with the other general p…原文
2024-02-12SC 13D/A98.53%、68.8%、68.74%OF ABOVE PERSONS (ENTITIES ONLY) Jacob Alan Kuipers Main Trust u/a/d April 26, 2016, as amended 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) (b) 3 SEC USE O…原文
2024-08-12SC 13G/A49%、1.778%原文
2024-12-17SC 13D/A69.3%、68.8%Rankin (a) as trustee and beneficiary of certain trusts, shares the power to vote the 472,371 shares of Class B Common held by Rankin I with the other general partners…原文
2024-12-17SC 13D/A98.6%、69.3%、68.8%、13%The following Reporting Persons are trustees and primary beneficiaries of trusts acting as general partners or limited partner of AMR Associates NC: Helen R原文
2024-12-17SC 13D/A69.3%、68.8%Rankin (a) as trustee and beneficiary of certain trusts, shares the power to vote the 472,371 shares of Class B Common held by the Partnership with the other general p…原文
2024-12-17SC 13D75%、69.3%、68.8%、13%The following Reporting Persons are trustees and primary beneficiaries of trusts acting as General Partners or Limited Partner of AMR Associates NC: Helen R原文
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