Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PACCAR INCPCAR · Entity 2226 | VICE PRESIDENT | July 24, 2020 | July 28, 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 24, 2020 · Filed July 28, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 2,708 |
Ending reported balance
After 2020-07-24 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-07-24 · Exercise / conversion · Acquired 3,882 · Balance 6,590 Row 2 · 2020-07-24 · Sale · Disposed 3,882 · Balance 2,708 F1: The price shown is a weighted average sale price for shares sold in multiple transactions; the sale prices ranged from 85.1800 to 85.2050 per share. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. |
| STOCK OPTIONSEC Table II · derivative / convertible security · Conversion / exercise price $47.81 · Expires 2023-02-06 | Direct | 0 |
Reported balance
After 2020-07-24 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2020-07-24 · Exercise / conversion · Disposed 3,882 · Balance 0 F3: Option to buy awarded under PACCAR Long Term Incentive Plan (LTIP). |
| STOCK OPTIONSEC Table II · derivative / convertible security · Conversion / exercise price $59.15 · Expires 2024-02-07 | Direct | 3,058 |
Reported balance
Holding disclosure · report date 2020-07-24 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 3,058 F3: Option to buy awarded under PACCAR Long Term Incentive Plan (LTIP). |
| STOCK OPTIONSEC Table II · derivative / convertible security · Conversion / exercise price $62.46 · Expires 2025-02-04 | Direct | 4,396 |
Reported balance
Holding disclosure · report date 2020-07-24 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 4,396 F3: Option to buy awarded under PACCAR Long Term Incentive Plan (LTIP). |
| STOCK OPTIONSEC Table II · derivative / convertible security · Conversion / exercise price $50.00 · Expires 2026-02-04 | Direct | 6,776 |
Reported balance
Holding disclosure · report date 2020-07-24 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 6,776 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 | 5,236 |
Reported balance
Holding disclosure · report date 2020-07-24 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 5,236 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 | 4,896 |
Reported balance
Holding disclosure · report date 2020-07-24 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 4,896 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 | 9,314 |
Reported balance
Holding disclosure · report date 2020-07-24 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 9,314 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 | 7,830 |
Reported balance
Holding disclosure · report date 2020-07-24 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 7,830 F3: Option to buy awarded under PACCAR Long Term Incentive Plan (LTIP). |
| COMMON STOCK (SIP)SEC Table I · non-derivative | Direct | 2,464.141 |
Reported balance
Holding disclosure · report date 2020-07-24 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,464.141 F2: Shares held in PACCAR Savings Investment Plan (SIP). |
Filing footnotes · ownership attribution and instrument terms
F1: The price shown is a weighted average sale price for shares sold in multiple transactions; the sale prices ranged from 85.1800 to 85.2050 per share. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range.
F2: Shares held in PACCAR Savings Investment Plan (SIP).
F3: Option to buy awarded under PACCAR Long Term Incentive Plan (LTIP).
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 |
|---|---|---|---|---|---|---|
| July 24, 2020 Filed Jul 28, 2020 21:12 UTC | PACCAR INC PCAR · Entity 2226 | Exercise / conversionSTOCK OPTION · Derivative | 3,882 | $0.00 Strike: $47.81 | $0.00 |
DisclosureSEC source: 0000075362-20-000154 · edgar.xml · derivative · entry 4 SKOOG JASON P · CIK 0001736235 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: COMMON STOCK · 3,882 shares Expires 2023-02-06 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. F3 · security: 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 |
| July 24, 2020 Filed Jul 28, 2020 21:12 UTC | PACCAR INC PCAR · Entity 2226 | SaleCOMMON STOCK | 3,882 | $85.19 | $330,718.06 |
DisclosureSEC source: 0000075362-20-000154 · edgar.xml · nonDerivative · entry 2 SKOOG JASON P · CIK 0001736235 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,708 F1 · price: The price shown is a weighted average sale price for shares sold in multiple transactions; the sale prices ranged from 85.1800 to 85.2050 per share. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. Read SEC document |
| July 24, 2020 Filed Jul 28, 2020 21:12 UTC | PACCAR INC PCAR · Entity 2226 | Exercise / conversionCOMMON STOCK | 3,882 | $47.81 | $185,598.42 |
DisclosureSEC source: 0000075362-20-000154 · edgar.xml · nonDerivative · entry 1 SKOOG JASON P · CIK 0001736235 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,590 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 |
| June 02, 2020 Filed Jun 4, 2020 23:37 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 10.746 | $73.43 | $789.08 |
DisclosureSEC source: 0000075362-20-000142 · edgar.xml · nonDerivative · entry 2 SKOOG JASON P · CIK 0001736235 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,464.141 F1 · security: Shares held in PACCAR Savings Investment Plan (SIP). F2 · kind: Dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP. F3 · balance_after: Balance reflects a pro-rata, fractional share adjustment made by the SIP that was exempt under Rules 16b-3(c) and 16b-3(d). Read SEC document |
| March 03, 2020 Filed Mar 6, 2020 01:17 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 10.557 | $67.55 | $713.13 |
DisclosureSEC source: 0000075362-20-000105 · edgar.xml · nonDerivative · entry 2 SKOOG JASON P · CIK 0001736235 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,453.336 F1 · security: Shares held in PACCAR Savings Investment Plan (SIP). F2 · kind: Dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP. Read SEC document |
| March 01, 2020 Filed Mar 4, 2020 01:18 UTC | PACCAR INC PCAR · Entity 2226 | Tax withholdingCOMMON STOCK | 176 | $66.90 | $11,774.40 |
DisclosureSEC source: 0000075362-20-000079 · edgar.xml · nonDerivative · entry 1 SKOOG JASON P · CIK 0001736235 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,708 F1 · kind: Shares withheld for payment of tax liability in connection with the vesting of restricted shares and/or restricted stock units. Read SEC document |
| February 04, 2020 Filed Feb 6, 2020 23:47 UTC | PACCAR INC PCAR · Entity 2226 | GrantSTOCK OPTION · Derivative | Not disclosed | Not disclosed Strike: $76.18 | $7,830.00 |
DisclosureSEC source: 0000075362-20-000062 · edgar.xml · derivative · entry 10 SKOOG JASON P · CIK 0001736235 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,830 Underlying: COMMON STOCK · 7,830 shares Expires 2030-02-04 F4 · security: Option to buy awarded under PACCAR Long Term Incentive Plan (LTIP). F4 · kind: 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 |
| February 04, 2020 Filed Feb 6, 2020 23:47 UTC | PACCAR INC PCAR · Entity 2226 | GrantCOMMON STOCK | 2,884 | $76.18 | $219,703.12 |
DisclosureSEC source: 0000075362-20-000062 · edgar.xml · nonDerivative · entry 1 SKOOG JASON P · CIK 0001736235 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,884 F1 · kind: Restricted stock awarded under PACCAR Long Term Incentive Plan (LTIP). Read SEC document |
| January 08, 2020 Filed Jan 9, 2020 22:58 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 63.859 | $78.96 | $5,042.31 |
DisclosureSEC source: 0000075362-20-000040 · edgar.xml · nonDerivative · entry 1 SKOOG JASON P · CIK 0001736235 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,253.83 F1 · security: Shares held in PACCAR Savings Investment Plan (SIP). F2 · kind: Dividend on SIP shares reinvested pursuant to SIP. Read SEC document |
| December 03, 2019 Filed Dec 6, 2019 01:33 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 8.732 | $80.09 | $699.35 |
DisclosureSEC source: 0000075362-19-000225 · edgar.xml · nonDerivative · entry 1 SKOOG JASON P · CIK 0001736235 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,189.971 F1 · security: Shares held in PACCAR Savings Investment Plan (SIP). F2 · kind: Dividend on SIP shares reinvested pursuant to SIP. Read SEC document |
| September 04, 2019 Filed Sep 6, 2019 23:00 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 10.65 | $65.46 | $697.15 |
DisclosureSEC source: 0000075362-19-000180 · edgar.xml · nonDerivative · entry 1 SKOOG JASON P · CIK 0001736235 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,181.239 F1 · security: Shares held in PACCAR Savings Investment Plan (SIP). F2 · kind: Dividend on SIP shares reinvested pursuant to SIP. Read SEC document |
| June 04, 2019 Filed Jun 6, 2019 23:44 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 10.169 | $68.62 | $697.80 |
DisclosureSEC source: 0000075362-19-000143 · edgar.xml · nonDerivative · entry 1 SKOOG JASON P · CIK 0001736235 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,170.59 F1 · security: Shares held in PACCAR Savings Investment Plan (SIP). F2 · kind: Dividend on SIP shares reinvested pursuant to SIP. Read SEC document |
| March 05, 2019 Filed Mar 7, 2019 22:58 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 9.337 | $67.79 | $632.96 |
DisclosureSEC source: 0000075362-19-000108 · edgar.xml · nonDerivative · entry 1 SKOOG JASON P · CIK 0001736235 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,160.42 F1 · security: Shares held in PACCAR Savings Investment Plan (SIP). F2 · kind: Dividend on SIP shares reinvested pursuant to SIP. F3 · balance_after: 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). Read SEC document |
| February 06, 2019 Filed Feb 8, 2019 02:02 UTC | PACCAR INC PCAR · Entity 2226 | GrantSTOCK OPTION · Derivative | 9,314 | Not disclosed Strike: $65.56 | Not disclosed |
DisclosureSEC source: 0000075362-19-000059 · edgar.xml · derivative · entry 8 SKOOG JASON P · CIK 0001736235 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,314 Underlying: COMMON STOCK · 9,314 shares Expires 2029-02-06 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 04, 2019 Filed Jan 9, 2019 00:13 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 64.173 | $58.53 | $3,756.05 |
DisclosureSEC source: 0000075362-19-000032 · edgar.xml · nonDerivative · entry 1 SKOOG JASON P · CIK 0001736235 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,942.19 F1 · security: Shares held in PACCAR Savings Investment Plan (SIP). F2 · kind: January 4, 2019 dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP. Read SEC document |
| December 04, 2018 Filed Dec 6, 2018 23:55 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 8.708 | $59.32 | $516.56 |
DisclosureSEC source: 0000075362-18-000186 · edgar.xml · nonDerivative · entry 1 SKOOG JASON P · CIK 0001736235 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,878.018 F1 · security: Shares held in PACCAR Savings Investment Plan (SIP). F2 · kind: December 4, 2018 dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP. Read SEC document |
| September 05, 2018 Filed Sep 7, 2018 18:53 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 7.552 | $69.91 | $527.96 |
DisclosureSEC source: 0000075362-18-000144 · edgar.xml · nonDerivative · entry 1 SKOOG JASON P · CIK 0001736235 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,869.31 F1 · security: Shares held in PACCAR Savings Investment Plan (SIP). F2 · kind: September 5, 2018 dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP. Read SEC document |
| June 05, 2018 Filed Jun 7, 2018 23:39 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 8.089 | $64.16 | $518.99 |
DisclosureSEC source: 0000075362-18-000112 · edgar.xml · nonDerivative · entry 1 SKOOG JASON P · CIK 0001736235 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,861.758 F1 · security: Shares held in PACCAR Savings Investment Plan (SIP). F2 · kind: June 5, 2018 dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP. F3 · balance_after: 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). 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.