Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PACCAR INCPCAR · Entity 2226 | Vice President | July 30, 2020 | August 03, 2020 |
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 July 30, 2020 · Filed August 03, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 499 |
Reported balance
After 2020-07-30 transaction · row 1
1 source rowRow 1 · 2020-07-30 · Sale · Disposed 3,314 · Balance 499 |
| COMMON STOCKSEC Table I · non-derivative | IndirectADULT DAUGHTER | 141.325 |
Reported balance
Holding disclosure · report date 2020-07-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 141.325 F1: Shares held in adult daughter's PACCAR SIP. |
| COMMON STOCK (SIP)SEC Table I · non-derivative | Direct | 3,653.221 |
Reported balance
Holding disclosure · report date 2020-07-30 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 3,653.221 F2: Shares held in PACCAR Savings Investment Plan (SIP). |
| STOCK OPTIONSEC Table II · derivative / convertible security · Conversion / exercise price $50.00 · Expires 2026-02-03 | Direct | 6,926 |
Reported balance
Holding disclosure · report date 2020-07-30 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 6,926 F3: Option to buy awarded under PACCAR Long Term Incentive Plan (LTIP). |
| STOCK OPTIONSEC Table II · derivative / convertible security · Conversion / exercise price $67.63 · Expires 2027-02-07 | Direct | 5,724 |
Reported balance
Holding disclosure · report date 2020-07-30 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 5,724 F3: Option to buy awarded under PACCAR Long Term Incentive Plan (LTIP). |
| STOCK OPTIONSEC Table II · derivative / convertible security · Conversion / exercise price $68.69 · Expires 2028-02-07 | Direct | 5,886 |
Reported balance
Holding disclosure · report date 2020-07-30 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 5,886 F3: Option to buy awarded under PACCAR Long Term Incentive Plan (LTIP). |
| STOCK OPTIONSEC Table II · derivative / convertible security · Conversion / exercise price $65.56 · Expires 2029-02-06 | Direct | 8,030 |
Reported balance
Holding disclosure · report date 2020-07-30 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 8,030 F3: Option to buy awarded under PACCAR Long Term Incentive Plan (LTIP). |
| STOCK OPTIONSEC Table II · derivative / convertible security · Conversion / exercise price $76.18 · Expires 2030-02-04 | Direct | 5,956 |
Reported balance
Holding disclosure · report date 2020-07-30 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 5,956 F3: Option to buy awarded under PACCAR Long Term Incentive Plan (LTIP). |
| STOCK UNITS (LTIP)SEC Table II · derivative / convertible security | Direct | 3,054 |
Reported balance
Holding disclosure · report date 2020-07-30 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 3,054 F4: Restricted stock units held in deferred phantom stock account under 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: Shares held in adult daughter's PACCAR SIP.
F2: Shares held in PACCAR Savings Investment Plan (SIP).
F3: Option to buy awarded under PACCAR Long Term Incentive Plan (LTIP).
F4: Restricted stock units held in deferred phantom stock account under 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 |
|---|---|---|---|---|---|---|
| October 31, 2017 Filed Nov 1, 2017 17:25 UTC | PACCAR INC PCAR · Entity 2226 | Exercise / conversionCOMMON STOCK | 1,266 | $36.12 | $45,727.92 |
DisclosureSEC source: 0000075362-17-000142 · edgar.xml · nonDerivative · entry 1 LEY ALMA LILY · CIK 0001695574 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,041 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 06, 2017 Filed Sep 8, 2017 23:22 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 10.106 | $65.73 | $664.27 |
DisclosureSEC source: 0000075362-17-000121 · edgar.xml · nonDerivative · entry 2 LEY ALMA LILY · CIK 0001695574 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,667.334 F1 · security: Shares held in PACCAR Savings Investment Plan (SIP). F2 · security: Balance includes shares awarded under SIP (Company match) and/or employee contributions since date of last report in transactions that were exempt under both Rule 16b-3(d) and Rule 16b-3(c). F3 · kind: September 6, 2017 dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP. Read SEC document |
| June 06, 2017 Filed Jun 8, 2017 23:51 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 10.151 | $64.66 | $656.36 |
DisclosureSEC source: 0000075362-17-000097 · edgar.xml · nonDerivative · entry 2 LEY ALMA LILY · CIK 0001695574 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,653.666 F1 · security: Shares held in PACCAR Savings Investment Plan (SIP). F2 · security: Balance includes shares awarded under SIP (Company match) and/or employee contributions since date of last report in transactions that were exempt under both Rule 16b-3(d) and Rule 16b-3(c). F3 · kind: June 6, 2017 dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP. Read SEC document |
| May 03, 2017 Filed May 5, 2017 23:35 UTC | PACCAR INC PCAR · Entity 2226 | Exercise / conversionSTOCK OPTION · Derivative | 904 | $0.00 Strike: $45.74 | $0.00 |
DisclosureSEC source: 0000075362-17-000082 · edgar.xml · derivative · entry 4 LEY ALMA LILY · CIK 0001695574 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: COMMON STOCK · 904 shares Expires 2018-01-30 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. F4 · security: Option to buy awarded under PACCAR Long Term Incentive Plan (LTIP). F4 · price: Option to buy awarded under PACCAR Long Term Incentive Plan (LTIP). Read SEC document |
| May 03, 2017 Filed May 5, 2017 23:35 UTC | PACCAR INC PCAR · Entity 2226 | SaleCOMMON STOCK | 904 | $67.39 | $60,921.46 |
DisclosureSEC source: 0000075362-17-000082 · edgar.xml · nonDerivative · entry 2 LEY ALMA LILY · CIK 0001695574 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 775 F1 · balance_after: Balance includes shares inadvertantly omitted from the Reporting Person's Form 3 filed on January 11, 2017. Read SEC document |
| May 03, 2017 Filed May 5, 2017 23:35 UTC | PACCAR INC PCAR · Entity 2226 | Exercise / conversionCOMMON STOCK | 904 | $45.74 | $41,348.96 |
DisclosureSEC source: 0000075362-17-000082 · edgar.xml · nonDerivative · entry 1 LEY ALMA LILY · CIK 0001695574 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,679 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 |
| March 07, 2017 Filed Mar 9, 2017 00:39 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 8.63 | $68.27 | $589.17 |
DisclosureSEC source: 0000075362-17-000060 · edgar.xml · nonDerivative · entry 1 LEY ALMA LILY · CIK 0001695574 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,582.397 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 07, 2017 Filed Feb 16, 2017 00:23 UTC | PACCAR INC PCAR · Entity 2226 | GrantSTOCK OPTION · Derivative | 5,724 | $0.00 Strike: $67.63 | $0.00 |
DisclosureSEC source: 0000075362-17-000048 · edgar.xml · derivative · entry 10 LEY ALMA LILY · CIK 0001695574 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,724 Underlying: COMMON STOCK · 5,724 shares Expires 2027-02-07 F3 · security: Option to buy awarded under PACCAR Long Term Incentive Plan (LTIP). F3 · kind: Option to buy awarded under PACCAR Long Term Incentive Plan (LTIP). F3 · price: Option to buy awarded under PACCAR Long Term Incentive Plan (LTIP). Read SEC document |
| January 20, 2017 Filed Jan 24, 2017 19:17 UTC | PACCAR INC PCAR · Entity 2226 | Exercise / conversionSTOCK OPTION · Derivative | 1,020 | $0.00 Strike: $44.56 | $0.00 |
DisclosureSEC source: 0000075362-17-000033 · edgar.xml · derivative · entry 4 LEY ALMA LILY · CIK 0001695574 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: COMMON STOCK · 1,020 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 |
| January 20, 2017 Filed Jan 24, 2017 19:17 UTC | PACCAR INC PCAR · Entity 2226 | Tax withholdingCOMMON STOCK | 691 | $65.74 | $45,426.34 |
DisclosureSEC source: 0000075362-17-000033 · edgar.xml · nonDerivative · entry 2 LEY ALMA LILY · CIK 0001695574 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 329 Read SEC document |
| January 20, 2017 Filed Jan 24, 2017 19:17 UTC | PACCAR INC PCAR · Entity 2226 | Exercise / conversionCOMMON STOCK | 1,020 | $44.56 | $45,451.20 |
DisclosureSEC source: 0000075362-17-000033 · edgar.xml · nonDerivative · entry 1 LEY ALMA LILY · CIK 0001695574 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,020 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.