Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CISCO SYSTEMS, INC.CSCO · Entity 2802 | Director | June 14, 2023 | June 16, 2023 |
| PACCAR INCPCAR · Entity 2226 | Director | March 05, 2025 | March 06, 2025 |
| RAYMOND JAMES FINANCIAL INCRJF · Entity 3126 | Director | February 19, 2026 | February 23, 2026 |
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.
CISCO SYSTEMS, INC.
Report date June 14, 2023 · Filed June 16, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 103,992 |
Reported balance
After 2023-06-14 transaction · row 1
1 source rowRow 1 · 2023-06-14 · Sale · Disposed 10,000 · Balance 103,992 F1: Represents a weighted average sales price per share. These shares were sold in multiple transactions at prices ranging from $50.96 to $50.97. The reporting person has provided to the issuer, and undertakes to provide to the staff of the Commission or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a weighted average sales price per share. These shares were sold in multiple transactions at prices ranging from $50.96 to $50.97. The reporting person has provided to the issuer, and undertakes to provide to the staff of the Commission or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range.
PACCAR INC
Report date March 05, 2025 · Filed March 06, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Units (RSDCP)SEC Table II · derivative / convertible security | Direct | 50,812.0687 |
Reported balance
After 2025-03-05 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-03-05 · Other · Acquired 162.3232 · Balance 50,812.0687 F1: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F2: Dividend on restricted stock units under PACCAR Restricted Stock and Deferred Compensation Plan (RSDCP) reinvested in additional restricted stock units pursuant to RSDCP. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions.
F2: Dividend on restricted stock units under PACCAR Restricted Stock and Deferred Compensation Plan (RSDCP) reinvested in additional restricted stock units pursuant to RSDCP.
RAYMOND JAMES FINANCIAL INC
Report date February 19, 2026 · Filed February 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 24,354 |
Reported balance
After 2026-02-19 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-02-19 · Grant · Acquired 1,303 · Balance 24,354 F1: Consists of a grant of Deferred Restricted Stock Units ("DRSUs") as part of compensation for service on the registrant's Board of Directors. Upon vesting, the DRSUs convert to the right to receive shares of common stock on a one-to-one basis, together with accrued cash in lieu of dividends. The DRSUs vest at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant. Pursuant to an irrevocable election by the reporting person, settlement of the DRSUs will be deferred following vesting until the third anniversary of the vest date. F2: Includes DRSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of a grant of Deferred Restricted Stock Units ("DRSUs") as part of compensation for service on the registrant's Board of Directors. Upon vesting, the DRSUs convert to the right to receive shares of common stock on a one-to-one basis, together with accrued cash in lieu of dividends. The DRSUs vest at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant. Pursuant to an irrevocable election by the reporting person, settlement of the DRSUs will be deferred following vesting until the third anniversary of the vest date.
F2: Includes DRSUs.
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 |
|---|---|---|---|---|---|---|
| February 19, 2026 Filed Feb 23, 2026 20:54 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantCommon Stock | 1,303 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-002383 · doc4.xml · nonDerivative · entry 1 MCGEARY RODERICK C · CIK 0001206884 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,354 F1 · shares: Consists of a grant of Deferred Restricted Stock Units ("DRSUs") as part of compensation for service on the registrant's Board of Directors. Upon vesting, the DRSUs convert to the right to receive shares of common stock on a one-to-one basis, together with accrued cash in lieu of dividends. The DRSUs vest at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant. Pursuant to an irrevocable election by the reporting person, settlement of the DRSUs will be deferred following vesting until the third anniversary of the vest date. F2 · balance_after: Includes DRSUs. Read SEC document |
| March 05, 2025 Filed Mar 6, 2025 00:57 UTC | PACCAR INC PCAR · Entity 2226 | OtherStock Units (RSDCP) · Derivative | 162.3232 | $102.97 | $16,714.42 |
DisclosureSEC source: 0001225208-25-003052 · doc4.xml · derivative · entry 1 MCGEARY RODERICK C · CIK 0001206884 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,812.0687 Underlying: Common Stock · 162.3232 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F2 · kind: Dividend on restricted stock units under PACCAR Restricted Stock and Deferred Compensation Plan (RSDCP) reinvested in additional restricted stock units pursuant to RSDCP. F1 · derivative.exercise_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F1 · derivative.expiration_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. Read SEC document |
| February 20, 2025 Filed Feb 24, 2025 16:56 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 1,711 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-002212 · doc4.xml · derivative · entry 3 MCGEARY RODERICK C · CIK 0001206884 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,711 shares Expires not disclosed 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. F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F4 · derivative.exercise_date: The award vested in accordance with its terms, which provided for vesting at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant. F4 · derivative.expiration_date: The award vested in accordance with its terms, which provided for vesting at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant. Read SEC document |
| February 20, 2025 Filed Feb 24, 2025 16:56 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantCommon Stock | 1,253 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-002212 · doc4.xml · nonDerivative · entry 2 MCGEARY RODERICK C · CIK 0001206884 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,051 F2 · shares: Consists of a grant of Deferred Restricted Stock Units ("DRSUs") as part of compensation for service on the registrant's Board of Directors. Upon vesting, the DRSUs convert to the right to receive shares of common stock on a one-to-one basis, together with accrued cash in lieu of dividends. The DRSUs vest at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant. Pursuant to an irrevocable election by the reporting person, settlement of the DRSUs will be deferred following vesting until the third anniversary of the vest date. F3 · balance_after: Includes DRSUs. Read SEC document |
| February 20, 2025 Filed Feb 24, 2025 16:56 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 1,711 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-002212 · doc4.xml · nonDerivative · entry 1 MCGEARY RODERICK C · CIK 0001206884 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,798 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. F1 · price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. Read SEC document |
| January 08, 2025 Filed Jan 10, 2025 11:00 UTC | PACCAR INC PCAR · Entity 2226 | OtherStock Units (RSDCP) · Derivative | 1,317.2219 | $108.50 | $142,918.58 |
DisclosureSEC source: 0001225208-25-000497 · doc4.xml · derivative · entry 1 MCGEARY RODERICK C · CIK 0001206884 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,649.7455 Underlying: Common Stock · 1,317.2219 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F2 · kind: Dividend on restricted stock units under PACCAR Restricted Stock and Deferred Compensation Plan (RSDCP) reinvested in additional restricted stock units pursuant to RSDCP. F1 · derivative.exercise_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F1 · derivative.expiration_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. Read SEC document |
| January 02, 2025 Filed Jan 3, 2025 00:46 UTC | PACCAR INC PCAR · Entity 2226 | GrantStock Units (RSDCP) · Derivative | 1,693 | $103.42 | $175,090.06 |
DisclosureSEC source: 0001225208-25-000075 · doc4.xml · derivative · entry 1 MCGEARY RODERICK C · CIK 0001206884 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,332.5236 Underlying: Common Stock · 1,693 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F1 · derivative.exercise_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F1 · derivative.expiration_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. Read SEC document |
| December 04, 2024 Filed Dec 5, 2024 23:34 UTC | PACCAR INC PCAR · Entity 2226 | OtherStock Units (RSDCP) · Derivative | 120.393 | $118.41 | $14,255.74 |
DisclosureSEC source: 0001225208-24-010594 · doc4.xml · derivative · entry 1 MCGEARY RODERICK C · CIK 0001206884 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,639.5236 Underlying: Common Stock · 120.393 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F2 · kind: Dividend on restricted stock units under PACCAR Restricted Stock and Deferred Compensation Plan (RSDCP) reinvested in additional restricted stock units pursuant to RSDCP. F1 · derivative.exercise_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F1 · derivative.expiration_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. Read SEC document |
| September 05, 2024 Filed Sep 6, 2024 21:23 UTC | PACCAR INC PCAR · Entity 2226 | OtherStock Units (RSDCP) · Derivative | 153.5021 | $92.57 | $14,209.69 |
DisclosureSEC source: 0001225208-24-008546 · doc4.xml · derivative · entry 1 MCGEARY RODERICK C · CIK 0001206884 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,519.1306 Underlying: Common Stock · 153.5021 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F2 · kind: Dividend on restricted stock units under PACCAR Restricted Stock and Deferred Compensation Plan (RSDCP) reinvested in additional restricted stock units pursuant to RSDCP. F1 · derivative.exercise_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F1 · derivative.expiration_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. Read SEC document |
| June 05, 2024 Filed Jun 6, 2024 19:58 UTC | PACCAR INC PCAR · Entity 2226 | OtherStock Units (RSDCP) · Derivative | 128.816 | $110.01 | $14,171.05 |
DisclosureSEC source: 0001225208-24-006667 · doc4.xml · derivative · entry 1 MCGEARY RODERICK C · CIK 0001206884 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,365.6285 Underlying: Common Stock · 128.816 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F2 · kind: Dividend on restricted stock units under PACCAR Restricted Stock and Deferred Compensation Plan (RSDCP) reinvested in additional restricted stock units pursuant to RSDCP. F1 · derivative.exercise_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F1 · derivative.expiration_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. Read SEC document |
| March 06, 2024 Filed Mar 7, 2024 19:06 UTC | PACCAR INC PCAR · Entity 2226 | OtherStock Units (RSDCP) · Derivative | 110.1947 | $115.47 | $12,724.18 |
DisclosureSEC source: 0001225208-24-003830 · doc4.xml · derivative · entry 1 MCGEARY RODERICK C · CIK 0001206884 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,236.8125 Underlying: Common Stock · 110.1947 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F2 · kind: Dividend on restricted stock units under PACCAR Restricted Stock and Deferred Compensation Plan (RSDCP) reinvested in additional restricted stock units pursuant to RSDCP. F1 · derivative.exercise_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F1 · derivative.expiration_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. Read SEC document |
| February 22, 2024 Filed Feb 26, 2024 14:21 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 1,643 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-002875 · doc4.xml · derivative · entry 3 MCGEARY RODERICK C · CIK 0001206884 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,711 Underlying: Common Stock · 1,643 shares Expires not disclosed 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. F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F3 · derivative.exercise_date: The award vested in accordance with its terms, which provided for vesting at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant. F3 · derivative.expiration_date: The award vested in accordance with its terms, which provided for vesting at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant. Read SEC document |
| February 22, 2024 Filed Feb 26, 2024 14:21 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 1,711 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-002875 · doc4.xml · derivative · entry 2 MCGEARY RODERICK C · CIK 0001206884 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,354 Underlying: Common Stock · 1,711 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F2 · derivative.exercise_date: The award will vest at the date of the next succeeding annual shareholders meeting, but no later than March 15, 2025. F2 · derivative.expiration_date: The award will vest at the date of the next succeeding annual shareholders meeting, but no later than March 15, 2025. Read SEC document |
| February 22, 2024 Filed Feb 26, 2024 14:21 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 1,643 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-002875 · doc4.xml · nonDerivative · entry 1 MCGEARY RODERICK C · CIK 0001206884 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,087 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. F1 · price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. Read SEC document |
| January 04, 2024 Filed Jan 5, 2024 00:49 UTC | PACCAR INC PCAR · Entity 2226 | OtherStock Units (RSDCP) · Derivative | 1,498.7541 | $93.78 | $140,553.16 |
DisclosureSEC source: 0001225208-24-000434 · doc4.xml · derivative · entry 1 MCGEARY RODERICK C · CIK 0001206884 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,126.6178 Underlying: Common Stock · 1,498.7541 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F2 · kind: Dividend on restricted stock units under PACCAR Restricted Stock and Deferred Compensation Plan (RSDCP) reinvested in additional restricted stock units pursuant to RSDCP. F1 · derivative.exercise_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F1 · derivative.expiration_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 16:49 UTC | PACCAR INC PCAR · Entity 2226 | GrantStock Units (RSDCP) · Derivative | 1,705 | $96.78 | $165,009.90 |
DisclosureSEC source: 0001225208-24-000131 · doc4.xml · derivative · entry 1 MCGEARY RODERICK C · CIK 0001206884 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,627.8637 Underlying: Common Stock · 1,705 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F1 · derivative.exercise_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F1 · derivative.expiration_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. Read SEC document |
| December 06, 2023 Filed Dec 7, 2023 22:08 UTC | PACCAR INC PCAR · Entity 2226 | OtherStock Units (RSDCP) · Derivative | 124.8465 | $94.72 | $11,825.46 |
DisclosureSEC source: 0001225208-23-010854 · doc4.xml · derivative · entry 1 MCGEARY RODERICK C · CIK 0001206884 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,922.8637 Underlying: Common Stock · 124.8465 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F2 · kind: Dividend on restricted stock units under PACCAR Restricted Stock and Deferred Compensation Plan (RSDCP) reinvested in additional restricted stock units pursuant to RSDCP. F1 · derivative.exercise_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F1 · derivative.expiration_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. Read SEC document |
| September 07, 2023 Filed Sep 8, 2023 20:27 UTC | PACCAR INC PCAR · Entity 2226 | OtherStock Units (RSDCP) · Derivative | 141.9283 | $83.05 | $11,787.15 |
DisclosureSEC source: 0001225208-23-008805 · doc4.xml · derivative · entry 1 MCGEARY RODERICK C · CIK 0001206884 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,798.0172 Underlying: Common Stock · 141.9283 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F2 · kind: Dividend on restricted stock units under PACCAR Restricted Stock and Deferred Compensation Plan (RSDCP) reinvested in additional restricted stock units pursuant to RSDCP. F1 · derivative.exercise_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F1 · derivative.expiration_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. Read SEC document |
| June 14, 2023 Filed Jun 16, 2023 20:37 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | SaleCommon Stock | 10,000 | $50.96 | $509,628.00 |
DisclosureSEC source: 0001209191-23-037929 · doc4.xml · nonDerivative · entry 1 MCGEARY RODERICK C · CIK 0001206884 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,992 F1 · price: Represents a weighted average sales price per share. These shares were sold in multiple transactions at prices ranging from $50.96 to $50.97. The reporting person has provided to the issuer, and undertakes to provide to the staff of the Commission or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| June 07, 2023 Filed Jun 8, 2023 22:07 UTC | PACCAR INC PCAR · Entity 2226 | OtherStock Units (RSDCP) · Derivative | 142.7789 | $76.19 | $10,878.32 |
DisclosureSEC source: 0001225208-23-006665 · doc4.xml · derivative · entry 1 MCGEARY RODERICK C · CIK 0001206884 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,656.0889 Underlying: Common Stock · 142.7789 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F2 · kind: Dividend on restricted stock units under PACCAR Restricted Stock and Deferred Compensation Plan (RSDCP) reinvested in additional restricted stock units pursuant to RSDCP. F1 · derivative.exercise_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F1 · derivative.expiration_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. Read SEC document |
| March 08, 2023 Filed Mar 9, 2023 23:23 UTC | PACCAR INC PCAR · Entity 2226 | OtherStock Units (RSDCP) · Derivative | 142.7415 | $75.96 | $10,842.64 |
DisclosureSEC source: 0001225208-23-003679 · doc4.xml · derivative · entry 1 MCGEARY RODERICK C · CIK 0001206884 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,513.31 Underlying: Common Stock · 142.7415 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F2 · kind: Dividend on restricted stock units under PACCAR Restricted Stock and Deferred Compensation Plan (RSDCP) reinvested in additional restricted stock units pursuant to RSDCP. F1 · derivative.exercise_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F1 · derivative.expiration_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F3 · balance_after: Amount adjusted to reflect 50% stock dividend on February 7, 2023 Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 19:04 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 1,683 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-002851 · doc4.xml · derivative · entry 3 MCGEARY RODERICK C · CIK 0001206884 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,643 Underlying: Common Stock · 1,683 shares Expires not disclosed 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. F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F3 · derivative.exercise_date: The award vested in accordance with its terms, which provided for vesting at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant. F3 · derivative.expiration_date: The award vested in accordance with its terms, which provided for vesting at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant. Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 19:04 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 1,643 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-002851 · doc4.xml · derivative · entry 2 MCGEARY RODERICK C · CIK 0001206884 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,326 Underlying: Common Stock · 1,643 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F2 · derivative.exercise_date: The award will vest at the date of the next succeeding annual shareholders meeting, but no later than March 15, 2024. F2 · derivative.expiration_date: The award will vest at the date of the next succeeding annual shareholders meeting, but no later than March 15, 2024. Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 19:04 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 1,683 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-002851 · doc4.xml · nonDerivative · entry 1 MCGEARY RODERICK C · CIK 0001206884 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,444 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. F1 · price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. Read SEC document |
| January 05, 2023 Filed Jan 6, 2023 22:01 UTC | PACCAR INC PCAR · Entity 2226 | OtherStock Units (RSDCP) · Derivative | 758.2302 | $97.78 | $74,139.75 |
DisclosureSEC source: 0001225208-23-000455 · doc4.xml · derivative · entry 1 MCGEARY RODERICK C · CIK 0001206884 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,913.7123 Underlying: Common Stock · 758.2302 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F2 · kind: Dividend on restricted stock units under PACCAR Restricted Stock and Deferred Compensation Plan (RSDCP) reinvested in additional restricted stock units pursuant to RSDCP. F1 · derivative.exercise_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F1 · derivative.expiration_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 17:26 UTC | PACCAR INC PCAR · Entity 2226 | GrantStock Units (RSDCP) · Derivative | 1,677 | $98.43 | $165,067.11 |
DisclosureSEC source: 0001225208-23-000365 · doc4.xml · derivative · entry 1 MCGEARY RODERICK C · CIK 0001206884 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,155.4821 Underlying: Common Stock · 1,677 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F1 · derivative.exercise_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F1 · derivative.expiration_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. Read SEC document |
| December 08, 2022 Filed Dec 12, 2022 23:37 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GrantCommon Stock | 5,001 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-060760 · doc4.xml · nonDerivative · entry 1 MCGEARY RODERICK C · CIK 0001206884 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,992 F1 · shares: Represents a stock award which is fully vested on the date of grant. Read SEC document |
| December 06, 2022 Filed Dec 7, 2022 20:11 UTC | PACCAR INC PCAR · Entity 2226 | OtherStock Units (RSDCP) · Derivative | 94.1661 | $103.67 | $9,762.20 |
DisclosureSEC source: 0001225208-22-012387 · doc4.xml · derivative · entry 1 MCGEARY RODERICK C · CIK 0001206884 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,478.4821 Underlying: Common Stock · 94.1661 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F2 · kind: Dividend on restricted stock units under PACCAR Restricted Stock and Deferred Compensation Plan (RSDCP) reinvested in additional restricted stock units pursuant to RSDCP. F1 · derivative.exercise_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F1 · derivative.expiration_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. Read SEC document |
| September 07, 2022 Filed Sep 9, 2022 21:00 UTC | PACCAR INC PCAR · Entity 2226 | OtherStock Units (RSDCP) · Derivative | 100.896 | $88.57 | $8,936.36 |
DisclosureSEC source: 0001225208-22-010221 · doc4.xml · derivative · entry 1 MCGEARY RODERICK C · CIK 0001206884 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,384.316 Underlying: Common Stock · 100.896 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F2 · kind: Dividend on restricted stock units under PACCAR Restricted Stock and Deferred Compensation Plan (RSDCP) reinvested in additional restricted stock units pursuant to RSDCP. F1 · derivative.exercise_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F1 · derivative.expiration_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. Read SEC document |
| June 01, 2022 Filed Jun 3, 2022 21:55 UTC | PACCAR INC PCAR · Entity 2226 | OtherStock Units (RSDCP) · Derivative | 100.5441 | $88.54 | $8,902.17 |
DisclosureSEC source: 0001225208-22-007742 · doc4.xml · derivative · entry 1 MCGEARY RODERICK C · CIK 0001206884 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,283.42 Underlying: Common Stock · 100.5441 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F2 · kind: Dividend on restricted stock units under PACCAR Restricted Stock and Deferred Compensation Plan (RSDCP) reinvested in additional restricted stock units pursuant to RSDCP. F1 · derivative.exercise_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F1 · derivative.expiration_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 20:19 UTC | PACCAR INC PCAR · Entity 2226 | OtherStock Units (RSDCP) · Derivative | 99.3214 | $89.29 | $8,868.41 |
DisclosureSEC source: 0001225208-22-004013 · doc4.xml · derivative · entry 1 MCGEARY RODERICK C · CIK 0001206884 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,182.8759 Underlying: Common Stock · 99.3214 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F2 · kind: Dividend on restricted stock units under PACCAR Restricted Stock and Deferred Compensation Plan (RSDCP) reinvested in additional restricted stock units pursuant to RSDCP. F1 · derivative.exercise_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F1 · derivative.expiration_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F3 · balance_after: Reflects correction to the number of stock units acquired on January 5, 2022 and reflected on the Form 4 filed on January 6, 2022, which were overstated due to an administrative error. Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 21:21 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 1,925 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-003540 · doc4.xml · derivative · entry 3 MCGEARY RODERICK C · CIK 0001206884 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,683 Underlying: Common Stock · 1,925 shares Expires not disclosed 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. F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F4 · derivative.exercise_date: The award vested in accordance with its terms, which provided for vesting at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant. F4 · derivative.expiration_date: The award vested in accordance with its terms, which provided for vesting at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant. F5 · balance_after: The RSU grant was previously reported as covering 1,283 shares awarded on February 18, 2021, but was adjusted to reflect the 3-for-2 stock split by means of a stock dividend that occurred on September 21, 2021. Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 21:21 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 1,683 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-003540 · doc4.xml · derivative · entry 2 MCGEARY RODERICK C · CIK 0001206884 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,608 Underlying: Common Stock · 1,683 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F3 · derivative.exercise_date: The award will vest at the date of the next succeeding annual shareholders meeting, but no later than March 15, 2023. F3 · derivative.expiration_date: The award will vest at the date of the next succeeding annual shareholders meeting, but no later than March 15, 2023. Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 21:21 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 1,925 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-003540 · doc4.xml · nonDerivative · entry 1 MCGEARY RODERICK C · CIK 0001206884 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,761 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. F1 · price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F2 · balance_after: On September 21, 2021, the common stock of RJF split 3-for-2, resulting in the reporting person's ownership of additional shares of common stock. Read SEC document |
| January 05, 2022 Filed Jan 6, 2022 23:46 UTC | PACCAR INC PCAR · Entity 2226 | OtherStock Units (RSDCP) · Derivative | 414.1511 | $93.08 | $38,549.18 |
DisclosureSEC source: 0001225208-22-000556 · doc4.xml · derivative · entry 1 MCGEARY RODERICK C · CIK 0001206884 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,113.6093 Underlying: Common Stock · 414.1511 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F2 · kind: Dividend on restricted stock units under PACCAR Restricted Stock and Deferred Compensation Plan (RSDCP) reinvested in additional restricted stock units pursuant to RSDCP. F1 · derivative.exercise_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F1 · derivative.expiration_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 19:59 UTC | PACCAR INC PCAR · Entity 2226 | GrantStock Units (RSDCP) · Derivative | 1,865 | $88.48 | $165,015.20 |
DisclosureSEC source: 0001225208-22-000430 · doc4.xml · derivative · entry 1 MCGEARY RODERICK C · CIK 0001206884 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,699.4582 Underlying: Common Stock · 1,865 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F1 · derivative.exercise_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F1 · derivative.expiration_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. Read SEC document |
| December 13, 2021 Filed Dec 16, 2021 01:03 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GrantCommon Stock | 4,180 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-069854 · doc4.xml · nonDerivative · entry 1 MCGEARY RODERICK C · CIK 0001206884 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,991 F1 · shares: Represents a stock award which is fully vested on the date of grant. Read SEC document |
| December 07, 2021 Filed Dec 10, 2021 00:22 UTC | PACCAR INC PCAR · Entity 2226 | OtherStock Units (RSDCP) · Derivative | 92.14 | $87.61 | $8,072.39 |
DisclosureSEC source: 0001225208-21-014761 · doc4.xml · derivative · entry 1 MCGEARY RODERICK C · CIK 0001206884 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,834.4582 Underlying: Common Stock · 92.14 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F2 · kind: Dividend on restricted stock units under PACCAR Restricted Stock and Deferred Compensation Plan (RSDCP) reinvested in additional restricted stock units pursuant to RSDCP. F1 · derivative.exercise_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F1 · derivative.expiration_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. Read SEC document |
| September 08, 2021 Filed Sep 9, 2021 16:55 UTC | PACCAR INC PCAR · Entity 2226 | OtherStock Units (RSDCP) · Derivative | 97.6814 | $82.30 | $8,039.18 |
DisclosureSEC source: 0001225208-21-012161 · doc4.xml · derivative · entry 1 MCGEARY RODERICK C · CIK 0001206884 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,742.3182 Underlying: Common Stock · 97.6814 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F2 · kind: Dividend on restricted stock units under PACCAR Restricted Stock and Deferred Compensation Plan (RSDCP) reinvested in additional restricted stock units pursuant to RSDCP. F1 · derivative.exercise_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F1 · derivative.expiration_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. Read SEC document |
| June 02, 2021 Filed Jun 3, 2021 23:37 UTC | PACCAR INC PCAR · Entity 2226 | OtherStock Units (RSDCP) · Derivative | 86.788 | $92.29 | $8,009.66 |
DisclosureSEC source: 0001225208-21-008939 · doc4.xml · derivative · entry 1 MCGEARY RODERICK C · CIK 0001206884 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,644.6368 Underlying: Common Stock · 86.788 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F2 · kind: Dividend on restricted stock units under PACCAR Restricted Stock and Deferred Compensation Plan (RSDCP) reinvested in additional restricted stock units pursuant to RSDCP. F1 · derivative.exercise_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F1 · derivative.expiration_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 00:36 UTC | PACCAR INC PCAR · Entity 2226 | OtherStock Units (RSDCP) · Derivative | 79.7726 | $94.18 | $7,512.98 |
DisclosureSEC source: 0001225208-21-004619 · doc4.xml · derivative · entry 1 MCGEARY RODERICK C · CIK 0001206884 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,557.8488 Underlying: Common Stock · 79.7726 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F2 · kind: Dividend on restricted stock units under PACCAR Restricted Stock and Deferred Compensation Plan (RSDCP) reinvested in additional restricted stock units pursuant to RSDCP. F1 · derivative.exercise_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F1 · derivative.expiration_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. Read SEC document |
| February 18, 2021 Filed Feb 22, 2021 13:55 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 1,481 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-003252 · doc4.xml · derivative · entry 3 MCGEARY RODERICK C · CIK 0001206884 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,283 Underlying: Common Stock · 1,481 shares Expires not disclosed 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. F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F3 · derivative.exercise_date: The award vested in accordance with its terms, which provided for vesting at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant. F3 · derivative.expiration_date: The award vested in accordance with its terms, which provided for vesting at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant. Read SEC document |
| February 18, 2021 Filed Feb 22, 2021 13:55 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 1,283 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-003252 · doc4.xml · derivative · entry 2 MCGEARY RODERICK C · CIK 0001206884 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,764 Underlying: Common Stock · 1,283 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F2 · derivative.exercise_date: The award will vest at the date of the next succeeding annual shareholders meeting, but no later than March 15, 2022. F2 · derivative.expiration_date: The award will vest at the date of the next succeeding annual shareholders meeting, but no later than March 15, 2022. Read SEC document |
| February 18, 2021 Filed Feb 22, 2021 13:55 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 1,481 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-003252 · doc4.xml · nonDerivative · entry 1 MCGEARY RODERICK C · CIK 0001206884 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,891 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. F1 · price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. Read SEC document |
| January 06, 2021 Filed Jan 8, 2021 18:25 UTC | PACCAR INC PCAR · Entity 2226 | OtherStock Units (RSDCP) · Derivative | 169.757 | $88.81 | $15,076.12 |
DisclosureSEC source: 0001225208-21-000661 · doc4.xml · derivative · entry 1 MCGEARY RODERICK C · CIK 0001206884 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,478.0762 Underlying: Common Stock · 169.757 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F2 · kind: Dividend on restricted stock units under PACCAR Restricted Stock and Deferred Compensation Plan (RSDCP) reinvested in additional restricted stock units pursuant to RSDCP. F1 · derivative.exercise_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F1 · derivative.expiration_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 17:26 UTC | PACCAR INC PCAR · Entity 2226 | GrantStock Units (RSDCP) · Derivative | 1,771 | $84.72 | $150,039.12 |
DisclosureSEC source: 0001225208-21-000444 · doc4.xml · derivative · entry 1 MCGEARY RODERICK C · CIK 0001206884 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,308.3192 Underlying: Common Stock · 1,771 shares Expires not disclosed F1 · security: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F1 · derivative.exercise_price: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F1 · derivative.exercise_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F1 · derivative.expiration_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. Read SEC document |
| December 10, 2020 Filed Dec 14, 2020 23:59 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GrantCommon Stock | 5,189 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-063331 · doc4.xml · nonDerivative · entry 1 MCGEARY RODERICK C · CIK 0001206884 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,811 F1 · shares: Represents a stock award which is fully vested on the date of grant. Read SEC document |
| December 01, 2020 Filed Dec 3, 2020 21:07 UTC | PACCAR INC PCAR · Entity 2226 | OtherSTOCK UNITS (RSDCP) · Derivative | 78.6751 | $87.28 | $6,866.76 |
DisclosureSEC source: 0000075362-20-000202 · edgar.xml · derivative · entry 1 MCGEARY RODERICK C · CIK 0001206884 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,537.3192 Underlying: COMMON STOCK · 78.6751 shares Expires not disclosed F1 · security: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F1 · derivative.exercise_price: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F2 · kind: Dividend on restricted stock units under RSDCP reinvested in additional restricted stock units pursuant to RSDCP. F1 · derivative.exercise_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F1 · derivative.expiration_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. Read SEC document |
| September 01, 2020 Filed Sep 3, 2020 19:50 UTC | PACCAR INC PCAR · Entity 2226 | OtherSTOCK UNITS (RSDCP) · Derivative | 78.5941 | $87.05 | $6,841.62 |
DisclosureSEC source: 0000075362-20-000162 · edgar.xml · derivative · entry 1 MCGEARY RODERICK C · CIK 0001206884 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,458.6441 Underlying: COMMON STOCK · 78.5941 shares Expires not disclosed F1 · security: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F1 · derivative.exercise_price: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F2 · kind: Dividend on restricted stock units under RSDCP reinvested in additional restricted stock units pursuant to RSDCP. F1 · derivative.exercise_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F1 · derivative.expiration_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. Read SEC document |
| June 02, 2020 Filed Jun 4, 2020 22:09 UTC | PACCAR INC PCAR · Entity 2226 | OtherSTOCK UNITS (RSDCP) · Derivative | 92.7677 | $73.43 | $6,811.93 |
DisclosureSEC source: 0000075362-20-000123 · edgar.xml · derivative · entry 1 MCGEARY RODERICK C · CIK 0001206884 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,380.05 Underlying: COMMON STOCK · 92.7677 shares Expires not disclosed F1 · security: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F1 · derivative.exercise_price: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F2 · kind: Dividend on restricted stock units under RSDCP reinvested in additional restricted stock units pursuant to RSDCP. F1 · derivative.exercise_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F1 · derivative.expiration_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F3 · balance_after: Due to an inadvertent clerical error, the balances reported in the Forms 4 filed on January 9, 2020 and March 4, 2020 were overstated by approximately 55.8374 shares. 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.