Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PACCAR INCPCAR · Entity 2226 | SR. VICE PRESIDENT/CONTROLLER | May 03, 2023 | May 04, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
PACCAR INC
Report date May 03, 2023 · Filed May 04, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy PACCAR Savings Investment Plan (SIP) | 0 |
Reported balance
After 2023-05-03 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2023-05-03 · Sale · Disposed 0.796 · Balance 0 F1: Sale of fractional interest relating to transfer from PACCAR Savings and Investment Plan (SIP) to brokerage account. |
| Common StockSEC Table I · non-derivative | Direct | 84,061 |
Reported balance
Holding disclosure · report date 2023-05-03 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 84,061 F2: Includes 32,496 shares previously owned indirectly through PACCAR Savings and Investment Plan (SIP). |
| Common StockSEC Table I · non-derivative | IndirectBy PACCAR Employee Stock Purchase Plan (ESPP) | 8.775 |
Reported balance
Holding disclosure · report date 2023-05-03 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 8.775 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $43.71 · Expires 2029-02-06 | Direct | 23,679 |
Reported balance
Holding disclosure · report date 2023-05-03 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 23,679 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $45.79 · Expires 2028-02-07 | Direct | 10,472 |
Reported balance
Holding disclosure · report date 2023-05-03 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 10,472 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $50.79 · Expires 2030-02-04 | Direct | 18,831 |
Reported balance
Holding disclosure · report date 2023-05-03 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 18,831 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $61.26 · Expires 2031-02-02 | Direct | 20,682 |
Reported balance
Holding disclosure · report date 2023-05-03 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 20,682 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $62.87 · Expires 2032-02-07 | Direct | 19,494 |
Reported balance
Holding disclosure · report date 2023-05-03 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 19,494 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $73.05 · Expires 2033-03-01 | Direct | 19,716 |
Reported balance
Holding disclosure · report date 2023-05-03 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 19,716 |
| Stock Units (DCP)SEC Table II · derivative / convertible security | Direct | 1,709.409 |
Reported balance
Holding disclosure · report date 2023-05-03 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 1,709.409 F3: Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) convertible to common stock on a one-for-one basis upon satisfaction of all applicable conditions. |
| Stock Units (LTIP)SEC Table II · derivative / convertible security | Direct | 11,413 |
Reported balance
Holding disclosure · report date 2023-05-03 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 11,413 F4: Restricted stock units held in deferred phantom stock account under Long Term Incentive Plan (LTIP) convertible to common stock on a one-for-one basis upon satisfaction of all applicable vesting conditions. |
Filing footnotes · ownership attribution and instrument terms
F1: Sale of fractional interest relating to transfer from PACCAR Savings and Investment Plan (SIP) to brokerage account.
F2: Includes 32,496 shares previously owned indirectly through PACCAR Savings and Investment Plan (SIP).
F3: Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) convertible to common stock on a one-for-one basis upon satisfaction of all applicable conditions.
F4: Restricted stock units held in deferred phantom stock account under Long Term Incentive Plan (LTIP) convertible to common stock on a one-for-one basis upon satisfaction of all applicable vesting conditions.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 06, 2017 Filed Sep 8, 2017 23:12 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (DCP) · Derivative | 3.497 | $65.24 | $228.14 |
DisclosureSEC source: 0000075362-17-000115 · edgar.xml · derivative · entry 10 BARKLEY MICHAEL T · CIK 0001384380 · SR. VICE PRESIDENT/CONTROLLER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 916.209 Underlying: COMMON STOCK · 3.497 shares Expires not disclosed F5 · security: Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) convertible to common stock on a one-for-one basis upon satisfaction of all applicable vesting conditions. F5 · derivative.exercise_price: Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) convertible to common stock on a one-for-one basis upon satisfaction of all applicable vesting conditions. F6 · kind: Dividend on share units held in deferred phantom stock account under DCP reinvested pursuant to DCP. F5 · derivative.exercise_date: Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) convertible to common stock on a one-for-one basis upon satisfaction of all applicable vesting conditions. F5 · derivative.expiration_date: Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) convertible to common stock on a one-for-one basis upon satisfaction of all applicable vesting conditions. Read SEC document |
| September 06, 2017 Filed Sep 8, 2017 23:12 UTC | PACCAR INC PCAR · Entity 2226 | Exercise / conversionCOMMON STOCK (SIP) | 71.738 | $65.73 | $4,715.34 |
DisclosureSEC source: 0000075362-17-000115 · edgar.xml · nonDerivative · entry 3 BARKLEY MICHAEL T · CIK 0001384380 · SR. VICE PRESIDENT/CONTROLLER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,933.444 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · security: Shares held in PACCAR Savings Investment Plan (SIP). F3 · kind: September 6, 2017 dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP. Read SEC document |
| June 06, 2017 Filed Jun 8, 2017 22:18 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (DCP) · Derivative | 3.544 | $64.12 | $227.24 |
DisclosureSEC source: 0000075362-17-000095 · edgar.xml · derivative · entry 10 BARKLEY MICHAEL T · CIK 0001384380 · SR. VICE PRESIDENT/CONTROLLER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 912.712 Underlying: COMMON STOCK · 3.544 shares Expires not disclosed F5 · security: Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) convertible to common stock on a one-for-one basis upon satisfaction of all applicable vesting conditions. F5 · derivative.exercise_price: Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) convertible to common stock on a one-for-one basis upon satisfaction of all applicable vesting conditions. F6 · kind: Dividend on share units held in deferred phantom stock account under DCP reinvested pursuant to DCP. F5 · derivative.exercise_date: Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) convertible to common stock on a one-for-one basis upon satisfaction of all applicable vesting conditions. F5 · derivative.expiration_date: Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) convertible to common stock on a one-for-one basis upon satisfaction of all applicable vesting conditions. Read SEC document |
| June 06, 2017 Filed Jun 8, 2017 22:18 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 72.647 | $64.66 | $4,697.36 |
DisclosureSEC source: 0000075362-17-000095 · edgar.xml · nonDerivative · entry 3 BARKLEY MICHAEL T · CIK 0001384380 · SR. VICE PRESIDENT/CONTROLLER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,861.706 F2 · security: Shares held in PACCAR Savings Investment Plan (SIP). F3 · kind: June 6, 2017 dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP. Read SEC document |
| March 07, 2017 Filed Mar 9, 2017 00:12 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (DCP) · Derivative | 3.218 | $67.57 | $217.44 |
DisclosureSEC source: 0000075362-17-000058 · edgar.xml · derivative · entry 10 BARKLEY MICHAEL T · CIK 0001384380 · SR. VICE PRESIDENT/CONTROLLER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 909.168 Underlying: COMMON STOCK · 3.218 shares Expires not disclosed F6 · security: Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) convertible to common stock on a one-for-one basis upon satisfaction of all applicable vesting conditions. F6 · derivative.exercise_price: Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) convertible to common stock on a one-for-one basis upon satisfaction of all applicable vesting conditions. F7 · kind: Dividend on share units held in deferred phantom stock account under DCP reinvested pursuant to DCP. F6 · derivative.exercise_date: Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) convertible to common stock on a one-for-one basis upon satisfaction of all applicable vesting conditions. F6 · derivative.expiration_date: Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) convertible to common stock on a one-for-one basis upon satisfaction of all applicable vesting conditions. Read SEC document |
| March 07, 2017 Filed Mar 9, 2017 00:12 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 65.21 | $68.27 | $4,451.89 |
DisclosureSEC source: 0000075362-17-000058 · edgar.xml · nonDerivative · entry 3 BARKLEY MICHAEL T · CIK 0001384380 · SR. VICE PRESIDENT/CONTROLLER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,789.059 F2 · security: Shares held in PACCAR Savings Investment Plan (SIP). F3 · security: Balance includes shares awarded under SIP (Company match) since date of last report in a transaction that was exempt under both Rule 16b-3(d) and Rule 16b-3(c). F4 · kind: March 7, 2017 dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP. Read SEC document |
| February 14, 2017 Filed Feb 15, 2017 23:02 UTC | PACCAR INC PCAR · Entity 2226 | Exercise / conversionSTOCK OPTION · Derivative | 8,782 | $0.00 Strike: $50.50 | $0.00 |
DisclosureSEC source: 0000075362-17-000046 · edgar.xml · derivative · entry 6 BARKLEY MICHAEL T · CIK 0001384380 · SR. VICE PRESIDENT/CONTROLLER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: COMMON STOCK · 8,782 shares Expires 2021-02-03 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · security: Option to buy awarded under PACCAR LTIP. F5 · price: Option to buy awarded under PACCAR LTIP. Read SEC document |
| February 14, 2017 Filed Feb 15, 2017 23:02 UTC | PACCAR INC PCAR · Entity 2226 | SaleCOMMON STOCK | 8,736 | $69.74 | $609,242.52 |
DisclosureSEC source: 0000075362-17-000046 · edgar.xml · nonDerivative · entry 3 BARKLEY MICHAEL T · CIK 0001384380 · SR. VICE PRESIDENT/CONTROLLER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,295 Read SEC document |
| February 14, 2017 Filed Feb 15, 2017 23:02 UTC | PACCAR INC PCAR · Entity 2226 | Exercise / conversionCOMMON STOCK | 8,782 | $50.50 | $443,491.00 |
DisclosureSEC source: 0000075362-17-000046 · edgar.xml · nonDerivative · entry 2 BARKLEY MICHAEL T · CIK 0001384380 · SR. VICE PRESIDENT/CONTROLLER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,031 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 07, 2017 Filed Feb 10, 2017 00:32 UTC | PACCAR INC PCAR · Entity 2226 | SaleCOMMON STOCK | 881 | $68.52 | $60,367.97 |
DisclosureSEC source: 0000075362-17-000037 · edgar.xml · nonDerivative · entry 1 BARKLEY MICHAEL T · CIK 0001384380 · SR. VICE PRESIDENT/CONTROLLER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,033 Read SEC document |
| February 07, 2017 Filed Feb 15, 2017 23:02 UTC | PACCAR INC PCAR · Entity 2226 | GrantSTOCK OPTION · Derivative | 12,324 | $0.00 Strike: $67.63 | $0.00 |
DisclosureSEC source: 0000075362-17-000046 · edgar.xml · derivative · entry 12 BARKLEY MICHAEL T · CIK 0001384380 · SR. VICE PRESIDENT/CONTROLLER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,324 Underlying: COMMON STOCK · 12,324 shares Expires 2027-02-07 F5 · security: Option to buy awarded under PACCAR LTIP. F5 · kind: Option to buy awarded under PACCAR LTIP. F5 · price: Option to buy awarded under PACCAR LTIP. Read SEC document |
| February 07, 2017 Filed Feb 15, 2017 23:02 UTC | PACCAR INC PCAR · Entity 2226 | GrantCOMMON STOCK | 4,216 | $67.63 | $285,128.08 |
DisclosureSEC source: 0000075362-17-000046 · edgar.xml · nonDerivative · entry 1 BARKLEY MICHAEL T · CIK 0001384380 · SR. VICE PRESIDENT/CONTROLLER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,249 F1 · kind: Restricted stock awarded under PACCAR Long Term Incentive Plan (LTIP). Read SEC document |
| January 06, 2017 Filed Jan 11, 2017 00:18 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (DCP) · Derivative | 8.176 | $65.88 | $538.63 |
DisclosureSEC source: 0000075362-17-000026 · edgar.xml · derivative · entry 10 BARKLEY MICHAEL T · CIK 0001384380 · SR. VICE PRESIDENT/CONTROLLER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 905.95 Underlying: COMMON STOCK · 8.176 shares Expires not disclosed F5 · security: Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) convertible to common stock on a one-for-one basis upon satisfaction of all applicable vesting conditions. F5 · derivative.exercise_price: Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) convertible to common stock on a one-for-one basis upon satisfaction of all applicable vesting conditions. F6 · kind: Dividend on share units held in deferred phantom stock account under DCP reinvested pursuant to DCP. F5 · derivative.exercise_date: Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) convertible to common stock on a one-for-one basis upon satisfaction of all applicable vesting conditions. F5 · derivative.expiration_date: Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) convertible to common stock on a one-for-one basis upon satisfaction of all applicable vesting conditions. Read SEC document |
| January 06, 2017 Filed Jan 11, 2017 00:18 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 166.775 | $66.05 | $11,015.49 |
DisclosureSEC source: 0000075362-17-000026 · edgar.xml · nonDerivative · entry 3 BARKLEY MICHAEL T · CIK 0001384380 · SR. VICE PRESIDENT/CONTROLLER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,526.53 F2 · security: Shares held in PACCAR Savings Investment Plan (SIP). F3 · kind: January 6, 2017 dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP. Read SEC document |
| December 02, 2016 Filed Dec 7, 2016 01:01 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (DCP) · Derivative | 3.402 | $63.10 | $214.67 |
DisclosureSEC source: 0000075362-16-000343 · edgar.xml · derivative · entry 10 BARKLEY MICHAEL T · CIK 0001384380 · SR. VICE PRESIDENT/CONTROLLER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 897.774 Underlying: COMMON STOCK · 3.402 shares Expires not disclosed F6 · security: Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) convertible to common stock on a one-for-one basis upon satisfaction of all applicable vesting conditions. F6 · derivative.exercise_price: Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) convertible to common stock on a one-for-one basis upon satisfaction of all applicable vesting conditions. F7 · kind: Dividend on share units held in deferred phantom stock account under DCP reinvested pursuant to DCP. F6 · derivative.exercise_date: Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) convertible to common stock on a one-for-one basis upon satisfaction of all applicable vesting conditions. F6 · derivative.expiration_date: Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) convertible to common stock on a one-for-one basis upon satisfaction of all applicable vesting conditions. Read SEC document |
| December 02, 2016 Filed Dec 7, 2016 01:01 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 69.902 | $62.80 | $4,389.85 |
DisclosureSEC source: 0000075362-16-000343 · edgar.xml · nonDerivative · entry 3 BARKLEY MICHAEL T · CIK 0001384380 · SR. VICE PRESIDENT/CONTROLLER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,359.755 F2 · security: Shares held in PACCAR Savings Investment Plan (SIP). F3 · kind: December 2, 2016 dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP. F4 · balance_after: Balance includes shares awarded under SIP since date of last report in a transaction that was exempt under both Rule 16b-3(d) and Rule 16b-3(c). Read SEC document |
| September 02, 2016 Filed Sep 7, 2016 23:24 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (DCP) · Derivative | 3.611 | $59.21 | $213.81 |
DisclosureSEC source: 0000075362-16-000296 · edgar.xml · derivative · entry 10 BARKLEY MICHAEL T · CIK 0001384380 · SR. VICE PRESIDENT/CONTROLLER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 894.372 Underlying: COMMON STOCK · 3.611 shares Expires not disclosed F5 · security: Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) convertible to common stock on a one-for-one basis upon satisfaction of all applicable vesting conditions. F5 · derivative.exercise_price: Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) convertible to common stock on a one-for-one basis upon satisfaction of all applicable vesting conditions. F6 · kind: Dividend on share units held in deferred phantom stock account under DCP reinvested pursuant to DCP. F5 · derivative.exercise_date: Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) convertible to common stock on a one-for-one basis upon satisfaction of all applicable vesting conditions. F5 · derivative.expiration_date: Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) convertible to common stock on a one-for-one basis upon satisfaction of all applicable vesting conditions. Read SEC document |
| September 02, 2016 Filed Sep 7, 2016 23:24 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 72.434 | $59.53 | $4,312.00 |
DisclosureSEC source: 0000075362-16-000296 · edgar.xml · nonDerivative · entry 3 BARKLEY MICHAEL T · CIK 0001384380 · SR. VICE PRESIDENT/CONTROLLER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,039.352 F2 · security: Shares held in PACCAR Savings Investment Plan (SIP). F3 · kind: September 2, 2016 dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.