Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PACCAR INCPCAR · Entity 2226 | Vice President | June 01, 2022 | June 03, 2022 |
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 June 01, 2022 · Filed June 03, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy PACCAR Savings Investment Plan (SIP) | 8,147.797 |
Reported balance
After 2022-06-01 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2022-06-01 · Other · Acquired 31.643 · Balance 8,147.797 F1: Dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP. |
| Stock Units (DCP)SEC Table II · derivative / convertible security | Direct | 3,429.449 |
Reported balance
After 2022-06-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-06-01 · Other · Acquired 13.119 · Balance 3,429.449 F2: 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. F3: Dividend on share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) reinvested pursuant to DCP. |
| Common StockSEC Table I · non-derivative | Direct | 22,725 |
Reported balance
Holding disclosure · report date 2022-06-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 22,725 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $50.00 · Expires 2026-02-04 | Direct | 11,696 |
Reported balance
Holding disclosure · report date 2022-06-01 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 11,696 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $62.46 · Expires 2025-02-04 | Direct | 7,586 |
Reported balance
Holding disclosure · report date 2022-06-01 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 7,586 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $65.56 · Expires 2029-02-06 | Direct | 10,556 |
Reported balance
Holding disclosure · report date 2022-06-01 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 10,556 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $67.63 · Expires 2027-02-07 | Direct | 8,852 |
Reported balance
Holding disclosure · report date 2022-06-01 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 8,852 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $68.69 · Expires 2028-02-07 | Direct | 7,802 |
Reported balance
Holding disclosure · report date 2022-06-01 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 7,802 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $76.18 · Expires 2030-02-04 | Direct | 8,290 |
Reported balance
Holding disclosure · report date 2022-06-01 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 8,290 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $91.89 · Expires 2031-02-02 | Direct | 7,756 |
Reported balance
Holding disclosure · report date 2022-06-01 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 7,756 |
| Stock Units (LTIP)SEC Table II · derivative / convertible security | Direct | 2,314 |
Reported balance
Holding disclosure · report date 2022-06-01 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 2,314 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: Dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP.
F2: 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.
F3: Dividend on share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) reinvested pursuant to DCP.
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 02, 2016 Filed Sep 7, 2016 23:52 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 21.679 | $59.53 | $1,290.55 |
DisclosureSEC source: 0000075362-16-000303 · edgar.xml · nonDerivative · entry 2 LeVier Jack K. · CIK 0001522838 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,399.063 F1 · security: Shares held in PACCAR Savings Investment Plan (SIP). F2 · 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.