Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PACCAR INCPCAR · Entity 2226 | SR. V.P. & CHIEF TECH. OFFICER | June 02, 2021 | June 04, 2021 |
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 02, 2021 · Filed June 04, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy PACCAR Savings Investment Plan (SIP) | 7,810.053 |
Reported balance
After 2021-06-02 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2021-06-02 · Other · Acquired 28.599 · Balance 7,810.053 F1: Dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP. |
| Stock Units (DCP)SEC Table II · derivative / convertible security | Direct | 20,571.153 |
Reported balance
After 2021-06-02 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-06-02 · Other · Acquired 75.507 · Balance 20,571.153 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 | 28,720 |
Reported balance
Holding disclosure · report date 2021-06-02 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 28,720 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $65.56 · Expires 2029-02-06 | Direct | 15,460 |
Reported balance
Holding disclosure · report date 2021-06-02 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 15,460 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $76.18 · Expires 2030-02-04 | Direct | 12,674 |
Reported balance
Holding disclosure · report date 2021-06-02 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 12,674 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $91.89 · Expires 2031-02-02 | Direct | 13,788 |
Reported balance
Holding disclosure · report date 2021-06-02 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 13,788 |
| Stock Units (LTIP)SEC Table II · derivative / convertible security | Direct | 6,715 |
Reported balance
Holding disclosure · report date 2021-06-02 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 6,715 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 |
|---|---|---|---|---|---|---|
| June 06, 2017 Filed Jun 8, 2017 21:55 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 23.221 | $64.66 | $1,501.47 |
DisclosureSEC source: 0000075362-17-000091 · edgar.xml · nonDerivative · entry 2 Quinn T. Kyle · CIK 0001478418 · SENIOR VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,029.05 F1 · security: Shares held in PACCAR Savings Investment Plan (SIP). F2 · kind: June 6, 2017 dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP. Read SEC document |
| April 28, 2017 Filed May 2, 2017 21:41 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (DCP) · Derivative | 2,032.816 | $66.73 | $135,649.81 |
DisclosureSEC source: 0000075362-17-000081 · edgar.xml · derivative · entry 13 Quinn T. Kyle · CIK 0001478418 · SENIOR VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,868.668 Underlying: COMMON STOCK · 2,032.816 shares Expires not disclosed F3 · 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. F3 · 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. F4 · kind: LTIP cash award deferred into phantom stock account under DCP. F3 · 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. F3 · 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 23:50 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (DCP) · Derivative | 1.174 | $67.57 | $79.33 |
DisclosureSEC source: 0000075362-17-000073 · edgar.xml · derivative · entry 14 Quinn T. Kyle · CIK 0001478418 · SENIOR VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,835.852 Underlying: COMMON STOCK · 1.174 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. F7 · 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 |
| March 07, 2017 Filed Mar 9, 2017 23:50 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 20.413 | $68.27 | $1,393.60 |
DisclosureSEC source: 0000075362-17-000073 · edgar.xml · nonDerivative · entry 2 Quinn T. Kyle · CIK 0001478418 · SENIOR VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,005.829 F1 · security: Shares held in PACCAR Savings Investment Plan (SIP). F2 · 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). F3 · kind: March 7, 2017 dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP. Read SEC document |
| February 15, 2017 Filed Mar 9, 2017 23:50 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (DCP) · Derivative | 1,504.214 | $69.80 | $104,994.14 |
DisclosureSEC source: 0000075362-17-000073 · edgar.xml · derivative · entry 13 Quinn T. Kyle · CIK 0001478418 · SENIOR VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,834.678 Underlying: COMMON STOCK · 1,504.214 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: Annual incentive compensation deferred into phantom stock account under 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 |
| February 07, 2017 Filed Feb 16, 2017 00:27 UTC | PACCAR INC PCAR · Entity 2226 | GrantSTOCK OPTION · Derivative | 12,760 | $0.00 Strike: $67.63 | $0.00 |
DisclosureSEC source: 0000075362-17-000049 · edgar.xml · derivative · entry 12 Quinn T. Kyle · CIK 0001478418 · SENIOR VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,760 Underlying: COMMON STOCK · 12,760 shares Expires 2027-02-07 F4 · security: Option to buy awarded under PACCAR LTIP. F4 · kind: Option to buy awarded under PACCAR LTIP. F4 · price: Option to buy awarded under PACCAR LTIP. Read SEC document |
| February 07, 2017 Filed Feb 16, 2017 00:27 UTC | PACCAR INC PCAR · Entity 2226 | GrantCOMMON STOCK | 4,366 | $67.63 | $295,272.58 |
DisclosureSEC source: 0000075362-17-000049 · edgar.xml · nonDerivative · entry 1 Quinn T. Kyle · CIK 0001478418 · SENIOR VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,014 F1 · kind: Restricted stock awarded under PACCAR Long Term Incentive Plan (LTIP). Read SEC document |
| January 06, 2017 Filed Jan 10, 2017 23:43 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (DCP) · Derivative | 2.983 | $65.88 | $196.52 |
DisclosureSEC source: 0000075362-17-000023 · edgar.xml · derivative · entry 12 Quinn T. Kyle · CIK 0001478418 · SENIOR VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 330.464 Underlying: COMMON STOCK · 2.983 shares Expires not disclosed F4 · security: Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) convertable to common stock on a one for one basis upon satisfaction of all applicable vesting conditions. F4 · derivative.exercise_price: Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) convertable to common stock on a one for one basis upon satisfaction of all applicable vesting conditions. F5 · kind: Dividend on share units held in deferred phantom stock account under DCP reinvested pursuant to DCP. F4 · derivative.exercise_date: Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) convertable to common stock on a one for one basis upon satisfaction of all applicable vesting conditions. F4 · derivative.expiration_date: Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) convertable to common stock on a one for one basis upon satisfaction of all applicable vesting conditions. Read SEC document |
| January 06, 2017 Filed Jan 10, 2017 23:43 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 52.103 | $66.05 | $3,441.40 |
DisclosureSEC source: 0000075362-17-000023 · edgar.xml · nonDerivative · entry 2 Quinn T. Kyle · CIK 0001478418 · SENIOR VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,787.988 F1 · security: Shares held in PACCAR Savings Investment Plan (SIP). F2 · 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 02:12 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (DCP) · Derivative | 1.241 | $63.10 | $78.31 |
DisclosureSEC source: 0000075362-16-000346 · edgar.xml · derivative · entry 12 Quinn T. Kyle · CIK 0001478418 · SENIOR VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 327.481 Underlying: COMMON STOCK · 1.241 shares Expires not disclosed F5 · security: Share units held in deferred fantom stock account under PACCAR Deferred Compensation Plan (DCP) convertable 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 fantom stock account under PACCAR Deferred Compensation Plan (DCP) convertable 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 fantom stock account under PACCAR Deferred Compensation Plan (DCP) convertable 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 fantom stock account under PACCAR Deferred Compensation Plan (DCP) convertable 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 02:12 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 21.839 | $62.79 | $1,371.27 |
DisclosureSEC source: 0000075362-16-000346 · edgar.xml · nonDerivative · entry 2 Quinn T. Kyle · CIK 0001478418 · SENIOR VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,735.885 F1 · security: Shares held in PACCAR Savings Investment Plan (SIP). F2 · kind: December 2, 2016 dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP. F3 · 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 |
| November 03, 2016 Filed Nov 4, 2016 18:59 UTC | PACCAR INC PCAR · Entity 2226 | Exercise / conversionSTOCK OPTION · Derivative | 3,024 | $0.00 Strike: $44.56 | $0.00 |
DisclosureSEC source: 0000075362-16-000323 · edgar.xml · derivative · entry 4 Quinn T. Kyle · CIK 0001478418 · SENIOR VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: COMMON STOCK · 3,024 shares Expires 2017-01-31 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: Option to buy awarded under PACCAR Long Term Incentive Plan (LTIP). F2 · price: Option to buy awarded under PACCAR Long Term Incentive Plan (LTIP). Read SEC document |
| November 03, 2016 Filed Nov 4, 2016 18:59 UTC | PACCAR INC PCAR · Entity 2226 | SaleCOMMON STOCK | 3,024 | $54.80 | $165,708.24 |
DisclosureSEC source: 0000075362-16-000323 · edgar.xml · nonDerivative · entry 2 Quinn T. Kyle · CIK 0001478418 · SENIOR VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,648 Read SEC document |
| November 03, 2016 Filed Nov 4, 2016 18:59 UTC | PACCAR INC PCAR · Entity 2226 | Exercise / conversionCOMMON STOCK | 3,024 | $44.56 | $134,749.44 |
DisclosureSEC source: 0000075362-16-000323 · edgar.xml · nonDerivative · entry 1 Quinn T. Kyle · CIK 0001478418 · SENIOR VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,672 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 |
| September 02, 2016 Filed Sep 7, 2016 23:59 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (DCP) · Derivative | 1.317 | $59.21 | $77.98 |
DisclosureSEC source: 0000075362-16-000306 · edgar.xml · derivative · entry 13 Quinn T. Kyle · CIK 0001478418 · SENIOR VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 326.24 Underlying: COMMON STOCK · 1.317 shares Expires not disclosed F4 · 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. F4 · 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. F5 · kind: Dividend on share units held in deferred phantom stock account under DCP reinvested pursuant to DCP. F4 · 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. F4 · 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 23:59 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 21.938 | $59.53 | $1,305.97 |
DisclosureSEC source: 0000075362-16-000306 · edgar.xml · nonDerivative · entry 2 Quinn T. Kyle · CIK 0001478418 · SENIOR VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,463.545 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.