HYSTER-YALE, INC. Material Contracts
Every material contract the company filed as Exhibit 10 (executive pay plans, credit agreements, supplier and indemnity agreements), newest first, with the filing's own description.
- 2026-05-05: Form 10-Q; Exhibit 10.1; Description Hyster-Yale, Inc. and Subsidiaries Director Fee Policy (Amended Effective as of January 1, 2026).
- 2025-08-05: Form 10-Q; Exhibit 10.1; Description Third Amended and Restated Loan, Security and Guaranty Agreement, dated as of June 24, 2025, among Hyster-Yale, Inc., and Hyster-Yale Materials Handling, Inc., as U.S. Borrowers, Hyster-Yale Nederland B.V., as the Dutch Borrower, and Hyster-Yale UK Limited, as the UK Borrower, certain Persons party thereto from time to time as Guarantors, certain financial institutions, as Lenders, and Bank of America, N.A., as Administrative Agent and Security Trustee.
- 2025-05-06: Form 10-Q; Exhibit 10.1; Description Hyster-Yale, Inc. and Subsidiaries Director Fee Policy (Amended Effective as of January 1, 2025).
- 2024-11-05: Form 10-Q; Exhibit 10.1; Description Hyster-Yale, Inc. and Subsidiaries Director Fee Policy (Amended Effective as of January 1, 2024, revised as of August 9, 2024).
| Filed | Form | Exhibit | Description |
|---|---|---|---|
| 2026-05-05 | 10-Q | 10.1 | Hyster-Yale, Inc. and Subsidiaries Director Fee Policy (Amended Effective as of January 1, 2026) |
| 2025-08-05 | 10-Q | 10.1 | Third Amended and Restated Loan, Security and Guaranty Agreement, dated as of June 24, 2025, among Hyster-Yale, Inc., and Hyster-Yale Materials Handling, Inc., as U.S. Borrowers, Hyster-Yale Nederland B.V., as the Dutch Borrower, and Hyster-Yale UK Limited, as the UK Borrower, certain Persons party thereto from time to time as Guarantors, certain financial institutions, as Lenders, and Bank of America, N.A., as Administrative Agent and Security Trustee |
| 2025-05-06 | 10-Q | 10.1 | Hyster-Yale, Inc. and Subsidiaries Director Fee Policy (Amended Effective as of January 1, 2025) |
| 2024-11-05 | 10-Q | 10.1 | Hyster-Yale, Inc. and Subsidiaries Director Fee Policy (Amended Effective as of January 1, 2024, revised as of August 9, 2024) |
| 2024-05-13 | 8-K | 10.1 | Hyster-Yale Materials Handling, Inc. 2020 Long-Term Equity Incentive Plan (Amended and Restated Effective May 8, 2024) |
| 2024-05-07 | 10-Q | 10.2 | Hyster-Yale Materials Handling, Inc. and Subsidiaries Director Fee Policy (Amended Effective as of January 1, 2024) |
| 2024-05-07 | 10-Q | 10.1 | Offer Letter, dated February 6, 2024, between Dena R. McKee and Hyster-Yale Materials Handling, Inc. |
| 2023-08-01 | 10-Q | 10.2 | Conforming Changes Amendment, dated as of June 23, 2023, by Bank of America, N.A., as administrative agent |
| 2023-08-01 | 10-Q | 10.1 | First Amendment to Second Amended and Restated Loan, Security and Guaranty Agreement, dated as of May 25, 2023, among Hyster-Yale Materials Handling, Inc., Bolzoni Auramo, Inc. and Hyster-Yale Group, Inc., as U.S. Borrowers, Hyster-Yale Nederland B.V., as the Dutch Borrower, and Hyster-Yale UK Limited, as the UK Borrower, certain Persons party thereto from time to time as Guarantors, certain financial institutions, as Lenders, and Bank of America, N.A., as Administrative Agent and Security Trustee |
| 2023-05-02 | 10-Q | 10.1 | Hyster-Yale Materials Handling, Inc. and Subsidiaries Director Fee Policy (Amended Effective as of January 1, 2023) |
| 2023-02-27 | 10-K | 10.30 | Amendment to Third Amended and Restated Joint Venture and Shareholders Agreement between Wells Fargo Financial Leasing, Inc. and Hyster-Yale Group, Inc., dated December 19, 2022. |
| 2022-11-01 | 10-Q | 10.1 | Offer Letter, dated August 1, 2022, between Scott A. Minder and Hyster-Yale Materials Handling, Inc. |
| 2022-05-03 | 10-Q | 10.1 | Hyster-Yale Materials Handling, Inc. and Subsidiaries Director Fee Policy (Amended Effective as of January 1, 2022) is attached hereto |
| 2021-11-02 | 10-Q | 10.1 | Hyster-Yale Materials Handling, Inc. and Subsidiaries Director Fee Policy (Amended Effective as of July 1, 2021) is attached hereto |
| 2021-08-03 | 10-Q | 10.3 | Equity Transfer Agreement between Y-C HongKong Holding Co., Limited and Hyster-Yale Acquisition Holding LTD regarding Hyster-Yale Maximal Forklift (Zhejiang) Co., Ltd. dated May 26, 2021 is attached hereto |
| 2021-08-03 | 10-Q | 10.2 | Second Amended and Restated Loan, Security and Guaranty Agreement, dated as of June 24, 2021, among Hyster-Yale Materials Handling, Inc., Bolzoni Auramo, Inc. and Hyster-Yale Group, Inc., as U.S. Borrowers, Hyster-Yale Nederland B.V., as a Dutch Borrower, Hyster-Yale UK Limited, as a UK Borrower, any other Borrowers party thereto from time to time and certain Persons party thereto from time to time as Guarantors, certain financial institutions, as Lenders, Bank of America, N.A., as Administrative Agent and Security Trustee, BOFA Securities, Inc. and CitiBank, N.A., as Joint Lead Arrangers and Joint Book Managers and CitiBank, N.A., as Syndication Agent is attached hereto |
| 2021-08-03 | 10-Q | 10.1 | Amended and Restated Term Loan Credit Agreement, dated as of May 28, 2021, among Hyster-Yale Group, Inc., as the Borrower, Hyster-Yale Materials Handling, Inc., as Holdings, Bank of America, N.A., as Administrative Agent, and the Other Lenders party thereto is attached hereto |
| 2021-05-04 | 10-Q | 10.1 | Hyster-Yale Materials Handling, Inc. and Subsidiaries Director Fee Policy (Amended Effective as of January 1, 2021) is attached hereto |
| 2021-01-21 | 8-K | 10.1 | Amendment No. 2 to the Hyster-Yale Group, Inc. Executive Excess Retirement Plan (As Amended and Restated as of January 1, 2016) |
| 2020-08-04 | 10-Q | 10.2 | Fourth Amendment to Amended and Restated Loan, Security and Guaranty Agreement, dated as of June 16, 2020, among Hyster-Yale Materials Handling, Inc., Hyster-Yale Group, Inc., and Bolzoni Auramo, Inc. as U.S. Borrowers, Hyster-Yale Nederland B.V., Hyster-Yale International B.V., Hyster-Yale Holding B.V. and Bolzoni Capital Holding B.V., as Dutch Borrowers, Hyster-Yale UK Limited and Bolzoni Capital UK Limited, as UK Borrowers, any other Borrowers party thereto from time to time and certain Persons party thereto from time to time as Guarantors, certain financial institutions, as Lenders, Bank of America, N.A., as Administrative Agent and Security Trustee is attached hereto. |
| 2020-08-04 | 10-Q | 10.1 | Hyster-Yale Materials Handling, Inc. and Subsidiaries Director Fee Policy (Amended Effective as of May 1, 2020) is attached hereto. |
| 2020-05-06 | 8-K | 10.1 | Amendment No. 1 to the Hyster-Yale Group, Inc. Executive Excess Retirement Plan (As Amended and Restated as of January 1, 2016) |
| 2020-02-25 | 10-K | 10.18 | HY EXH 10.18 2019 10K |
| 2020-02-25 | 10-K | 10.17 | HY EXH 10.17 2019 10K |
| 2019-11-26 | 8-K | 10.1 | Consulting Agreement, dated November 24, 2019, by and between HYG and Colin Wilson. |
| 2019-07-30 | 10-Q | 10.1 | Third Amendment to Amended and Restated Loan, Security and Guaranty Agreement, dated as of April 3, 2019, among Hyster-Yale Materials Handling, Inc., Hyster-Yale Group, Inc., and Bolzoni Auramo, Inc. as U.S. Borrowers, Hyster-Yale Nederland B.V., Hyster-Yale International B.V., Hyster-Yale Holding B.V. and Bolzoni Capital Holding B.V., as Dutch Borrowers, Hyster-Yale UK Limited and Bolzoni Capital UK Limited, as UK Borrowers, any other Borrowers party thereto from time to time and certain Persons party thereto from time to time as Guarantors, certain financial institutions, as Lenders, Bank of America, N.A., as Administrative Agent and Security Trustee. |
| 2019-02-26 | 10-K | 10.24 | HY EXH 10.24 |
| 2019-02-26 | 10-K | 10.20 | HY EXH 10.20 |
| 2019-02-26 | 10-K | 10.18 | HY EXH 10.18 |
| 2019-02-26 | 10-K | 10.10 | HY EXH 10.10 |
| 2018-10-30 | 10-Q | 10.4 | First Amended and Restated Guarantee Agreement, dated September 17, 2018, by Hyster-Yale Group, Inc. in favor of Wells Fargo Financial Leasing, Inc. is attached hereto. |
| 2018-10-30 | 10-Q | 10.3 | First Amended and Restated Guarantee Agreement, dated September 17, 2018, by Hyster-Yale Materials Handling, Inc. in favor of Wells Fargo Financial Leasing, Inc. is attached hereto. |
| 2018-10-30 | 10-Q | 10.2 | Second Amended and Restated Recourse and Indemnity Agreement, dated September 17, 2018, by and between Wells Fargo Financial Leasing, Inc., HYG Financial Services, Inc, and Hyster-Yale Group, Inc. is attached hereto. |
| 2018-10-30 | 10-Q | 10.1 | Third Amended and Restated Joint Venture and Shareholders Agreement between Wells Fargo Financial Leasing, Inc. and Hyster-Yale Group, Inc., dated September 17, 2018 is attached hereto. |
| 2018-05-01 | 10-Q | 10.2 | Second Amendment to Amended and Restated Loan, Security and Guaranty Agreement, dated as of March 14, 2018, among Hyster-Yale Materials Handling, Inc. and Hyster-Yale Group, Inc., as U.S. Borrowers, Hyster-Yale Nederland B.V., Hyster-Yale International B.V., Hyster-Yale Holding B.V. and Bolzoni Capital Holding B.V., as Dutch Borrowers, Hyster-Yale UK Limited and Bolzoni Capital UK Limited, as UK Borrowers, any other Borrowers party thereto from time to time and certain Persons party thereto from time to time as Guarantors, certain financial institutions, as Lenders, Bank of America, N.A., as Administrative Agent and Security Trustee is attached hereto. |
| 2018-05-01 | 10-Q | 10.1 | First Amendment to Term Loan Credit Agreement, dated as of March 14, 2018, by and among Hyster-Yale Group, Inc., as the Borrower, Hyster-Yale Materials Handling, Inc. and Bank of America, N.A., as Administrative Agent. |
| 2018-02-27 | 10-K | 10.57 | Equity Transfer Agreement, dated December 6, 2017, by and between KNSN Pipe & Pile Company Limited and Hyster-Yale Acquisition Holding LTD Regarding Zhejiang Maximal Forklift Co., LTD. is attached hereto. |
| 2018-02-27 | 10-K | 10.28 | Amendment, dated as of January 1, 1994, to the Third Amendment and Restated Operating Agreement dated as of November 7, 1991, between NACCO Materials Handling Group and AT&T Commercial Finance Corporation is attached hereto. |
| 2018-02-27 | 10-K | 10.23 | Hyster-Yale Materials Handling, Inc. and Subsidiaries Director Fee Policy (Amended Effective as of January 1, 2018) is attached hereto. |
| 2018-02-27 | 10-K | 10.15 | Hyster-Yale Materials Handling, Inc. Long-Term Equity Incentive Plan (Effective September 28, 2012), is attached hereto. |
| 2017-08-01 | 10-Q | 10.2 | First Amendment to Amended and Restated Loan, Security and Guaranty Agreement dated as of May 30, 2017 among Hyster-Yale Materials Handling, Inc. and Hyster-Yale Group, Inc., as U.S. Borrowers, Hyster-Yale Nederland B.V., Hyster-Yale International B.V., Hyster-Yale Holding B.V. and Bolzoni Capital Holding B.V., as Dutch Borrowers, Hyster-Yale UK Limited and Bolzoni Capital UK Limited, as UK Borrowers, any other Borrowers party thereto from time to time and certain Persons party thereto from time to time as Guarantors, certain financial institutions, as Lenders, Bank of America, N.A., as Administrative Agent and Security Trustee |
| 2017-08-01 | 10-Q | 10.1 | Term Loan Credit Agreement dated as of May 30, 2017 among Hyster-Yale Group, Inc. as the Borrower, Hyster-Yale Materials Handling, Inc., Bank of America, N.A., as Administrative Agent |
| 2017-05-02 | 10-Q | 10.1 | Seventh Amendment to Stockholders' Agreement, dated as of February 6, 2017, by and among the Depository, Hyster-Yale Materials Handling, Inc., the new Participating Stockholder identified on the signature pages thereto and the Participating Stockholders under the Stockholders' Agreement, dated as of September 28, 2012, as amended, by and among the Depository, Hyster-Yale Materials Handling, Inc. and the Participating Stockholders is attached hereto. |
| 2017-02-28 | 10-K | 10.25 | The Hyster-Yale Group Inc. Annual Incentive Compensation Plan (Amended and Restated Effective as of January 1, 2016) is filed herewith. |
| 2017-02-28 | 10-K | 10.24 | The Hyster-Yale Group, Inc. Long-Term Incentive Compensation Plan (Amended and Restated Effective as of January 1, 2016) is filed herewith. |
| 2017-02-28 | 10-K | 10.23 | The Hyster-Yale Group, Inc. Unfunded Benefit Plan (As Amended and Restated as of January 1, 2016) is filed herewith. |
| 2017-02-28 | 10-K | 10.22 | Hyster-Yale Materials Handling, Inc. and Subsidiaries Director Fee Policy (Amended Effective as of January 1, 2017) is filed herewith. |
| 2017-02-28 | 10-K | 10.13 | The Hyster-Yale Group, Inc. Executive Excess Retirement Plan (Effective as of January 1, 2016) is filed herewith. |
| 2016-05-04 | 8-K | 10.1 | Loan, Security and Guaranty Agreement dated as of April 28, 2016 among Hyster-Yale Materials Handling, Inc. and Hyster-Yale Group, Inc., as U.S. Borrowers, Hyster-Yale Nederland B.V., Hyster-Yale International B.V., Hyster-Yale Holding B.V. and Hyster-Yale Capital Holding B.V., as Dutch Borrowers, Hyster-Yale UK Limited and Hyster-Yale Capital UK Limited, as UK Borrowers, any other Borrowers party thereto from time to time and certain Persons party thereto from time to time as Guarantors, certain financial institutions, as Lenders, Bank of America, N.A., as Administrative Agent and Security Trustee, Merrill Lynch, Pierce, Fenner & Smith Incorporated and CitiGroup Global Markets Inc., as Joint Lead Arrangers and Joint Book Managers, and CitiBank, N.A., as Syndication Agent |
| 2016-03-07 | 8-K | 10.2 | Guarantee Agreement, dated March 1, 2016, by Hyster-Yale Group, Inc. in favor of Wells Fargo Financial Leasing, Inc. |
| 2016-03-07 | 8-K | 10.1 | Guarantee Agreement, dated March 1, 2016, by Hyster-Yale Materials Handling, Inc. in favor of Wells Fargo Financial Leasing, Inc. |
| 2016-02-17 | 10-K | 10.40 | Agreement and Deed, dated July 22, 2015, between Ralf Mock and NACCO Materials Handling Ltd is attached hereto. |
| 2016-02-17 | 10-K | 10.35 | Amended and Restated NACCO Material Handling Group, Inc. Excess Retirement Plan (Effective January 1, 2016) is attached hereto. |
| 2016-02-17 | 10-K | 10.20 | Hyster-Yale Materials Handling, Inc. and Subsidiaries Director Fee Policy (Amended Effective as of January 1, 2016) is attached hereto. |
| 2015-12-29 | 8-K | 10.1 | Amendment to Second Amended and Restated Joint Venture and Shareholders Agreement, dated as of December 22, 2015, between GE Capital US Holdings, Inc. (successor in interest to General Electric Capital Corporation) and NACCO Materials Handling Group, Inc. |
| 2015-04-29 | 10-Q | 10.1 | Third Amendment to Stockholders' Agreement, dated as of March 27, 2015, by and among the Depository, Hyster-Yale Materials Handling, Inc., the new Participating Stockholder(s) identified on the signature pages thereto and the Participating Stockholders under the Stockholders' Agreement, dated as of September 28, 2012, as amended, by and among the Depository, Hyster-Yale Materials Handling, Inc. and the Participating Stockholders is attached hereto. |
| 2015-02-19 | 10-K | 10.17 | Hyster-Yale Materials Handling, Inc. and Subsidiaries Director Fee Policy (Amended Effective as of January 1, 2015) is attached hereto. |
| 2015-02-19 | 10-K | 10.12 | Form Award Agreement for the Hyster-Yale Materials Handling, Inc. Long-Term Equity Incentive Plan (Effective as of the Spin-Off Date) is attached hereto. |
| 2014-09-05 | 8-K | 10.1 | Consulting Agreement, dated August 29, 2014, by and between NMHG and Michael P. Brogan. |
| 2014-04-30 | 10-Q | 10.1 | First Amendment to Loan, Security and Guaranty Agreement dated as of March 31, 2014 among Hyster-Yale Materials Handling, Inc. and NACCO Materials Handling Group, Inc., NACCO Materials Handling B.V., N.M.H. International B.V. and N.M.H. Holding B.V., NACCO Materials Handling Limited, the Persons party thereto as Guarantors, the Lenders signatory thereto, and Bank of America, N.A., as Administrative Agent |
| 2014-02-19 | 10-K | 10.66 | HY EX 10.66 |
| 2014-02-19 | 10-K | 10.64 | HY EX 10.64 |
| 2014-02-19 | 10-K | 10.41 | HY EX 10.41 |
| 2014-02-19 | 10-K | 10.40 | HY EX 10.40 |
| 2014-02-19 | 10-K | 10.37 | HY EX 10.37 |
| 2014-02-19 | 10-K | 10.36 | HY EX 10.36 |
| 2014-01-29 | 8-K | 10.2 | NACCO Materials Handling Group, Inc. Unfunded Benefit Plan (Amended and Restated Effective as of January 1, 2014) |
| 2014-01-29 | 8-K | 10.1 | NACCO Materials Handling Group, Inc. Long-Term Incentive Compensation Plan (Amended and Restated Effective as of January 1, 2014) |
| 2013-10-30 | 10-Q | 10.1 | HYEX 10.1 |
| 2013-07-31 | 10-Q | 10.3 | Amendment No. 2, effective July 1, 2013, to the Transition Services Agreement, dated as of September 28, 2012, by and between NACCO Industries, Inc. and Hyster-Yale Materials Handling, Inc. |
| 2013-07-31 | 10-Q | 10.2 | Amendment to the Commitment Agreement for the Purchase and Sale of Real Estate and Other Covenants, dated May 23, 2013, by and between NACCO Materials Handling Group Brasil Ltda. and Synergy Empreendimentos E Participacoes Ltda. |
| 2013-07-31 | 10-Q | 10.1 | Commitment Agreement for the Purchase and Sale of Real Estate and Other Covenants, dated May 23, 2013, by and between NACCO Materials Handling Group Brasil Ltda. and Synergy Empreendimentos E Participacoes Ltda. |
| 2013-05-01 | 10-Q | 10.1 | Amendment No. 1, effective April 1, 2013, to the Transition Services Agreement, dated as of September 28, 2012, by and between NACCO Industries, Inc. and Hyster-Yale Materials Handling, Inc. is attached hereto as Exhibit 10.1. |
| 2013-02-19 | 10-K | 10.62 | Amendment No. 3 dated August 31, 2012 to the Second Amended and Restated Credit Agreement, dated as of June 30, 2010, by and among NMHG Holding Co., NACCO Materials Handling Group, Inc., NACCO Materials Handling Limited, NACCO Materials Handling B.V., NMH International B.V., N.M.H. Holding B.V., the financial institutions from time to time party hereto as Lenders, the financial institutions from time to time as Issuing Banks, Wells Fargo Capital Finance, Inc., as Documentation Agent, Bank of America, N.A., as Syndication Agent, Citicorp North America, Inc., as Administrative Agent, Citigroup Global Markets Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated as Joint Lead Arrangers and as Joint Bookrunners is attached hereto as Exhibit 10.62. |
| 2013-02-19 | 10-K | 10.13 | Hyster-Yale Materials Handling, Inc. and Subsidiaries Director Fee Policy (Amended Effective as of January 1, 2013) is attached hereto as Exhibit 10.13. |
| 2013-02-19 | 10-K | 10.6 | Second Amendment to Stockholders' Agreement, dated as of January 18, 2013, by and among the Depository, Hyster-Yale Materials Handling, Inc., the new Participating Stockholder identified on the signature pages thereto and the Participating Stockholders under the Stockholders' Agreement, dated as of September 28, 2012, as amended, by and among the Depository, Hyster-Yale Materials Handling, Inc. and the Participating Stockholders is attached hereto as Exhibit 10.6. |
| 2013-02-19 | 10-K | 10.5 | First Amendment to Stockholders' Agreement, dated as of December 31, 2012, by and among the Depository, Hyster-Yale Materials Handling, Inc., the new Participating Stockholder identified on the signature pages thereto and the Participating Stockholders under the Stockholders' Agreement, dated as of September 28, 2012, as amended, by and among the Depository, Hyster-Yale Materials Handling, Inc. and the Participating Stockholders is attached hereto as Exhibit 10.5. |
| 2012-12-07 | 8-K | 10.2 | First Amendment to Credit Agreement, dated December 3, 2012, among NACCO Materials Handling Group, Inc., as Borrower, Certain Subsidiaries and Affiliates of Borrower identified therein, as the Guarantors, Bank of America, N.A., as Administrative Agent, and the other lenders party thereto. |
| 2012-12-07 | 8-K | 10.1 | Amendment No. 4 to the Second Amended and Restated Credit Agreement, dated as of December 3, 2012, by and among Hyster-Yale Materials Handling, Inc., NACCO Materials Handling Group, Inc., NACCO Materials Handling Limited, NACCO Materials Handling B.V., N.M.H. International B.V., N.M.H. Holding B.V., the Requisite Lenders party thereto and Citicorp North America, Inc., as Administrative Agent for the Lenders and Issuing Banks. |
| 2012-10-04 | 8-K | 10.4 | Stockholders' Agreement, dated as of September 28, 2012, among the signatories thereto, Hyster-Yale Materials Handling, Inc., as depository, and Hyster-Yale Materials Handling, Inc. |
| 2012-10-04 | 8-K | 10.3 | Tax Allocation Agreement, dated as of September 28, 2012, by and between NACCO Industries, Inc. and Hyster-Yale Materials Handling, Inc. |
| 2012-10-04 | 8-K | 10.2 | Transition Services Agreement, dated as of September 28, 2012, by and among NACCO Industries, Inc. and Hyster-Yale Materials Handling, Inc. |
| 2012-10-04 | 8-K | 10.1 | Separation Agreement, dated as of September 28, 2012, by and between NACCO Industries, Inc. and Hyster-Yale Materials Handling, Inc. |