Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PACCAR INCPCAR · Entity 2226 | Vice President | June 02, 2020 | June 04, 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 June 02, 2020 · Filed June 04, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCK (SIP)SEC Table I · non-derivative | Direct | 1,352.322 |
Reported balance
After 2020-06-02 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2020-06-02 · Other · Acquired 5.898 · Balance 1,352.322 F1: Shares held in PACCAR Savings Investment Plan (SIP). F2: Dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP. F3: Balance reflects a pro-rata, fractional share adjustment made by the SIP that was exempt under Rules 16b-3(c) and 16b-3(d). |
| COMMON STOCKSEC Table I · non-derivative | Direct | 8,486.661 |
Reported balance
Holding disclosure · report date 2020-06-02 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 8,486.661 |
| STOCK OPTIONSEC Table II · derivative / convertible security · Conversion / exercise price $68.69 · Expires 2028-02-07 | Direct | 5,466 |
Reported balance
Holding disclosure · report date 2020-06-02 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 5,466 F4: 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 | 7,496 |
Reported balance
Holding disclosure · report date 2020-06-02 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 7,496 F4: 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 | 5,560 |
Reported balance
Holding disclosure · report date 2020-06-02 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 5,560 F4: Option to buy awarded under PACCAR Long Term Incentive Plan (LTIP). |
| STOCK UNITS (LTIP)SEC Table II · derivative / convertible security | Direct | 2,849 |
Reported balance
Holding disclosure · report date 2020-06-02 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 2,849 F5: 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 PACCAR Savings Investment Plan (SIP).
F2: Dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP.
F3: Balance reflects a pro-rata, fractional share adjustment made by the SIP that was exempt under Rules 16b-3(c) and 16b-3(d).
F4: Option to buy awarded under PACCAR Long Term Incentive Plan (LTIP).
F5: 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 |
|---|---|---|---|---|---|---|
| November 11, 2016 Filed Nov 15, 2016 22:50 UTC | PACCAR INC PCAR · Entity 2226 | Exercise / conversionSTOCK OPTION · Derivative | 4,854 | $0.00 Strike: $47.81 | $0.00 |
DisclosureSEC source: 0000075362-16-000330 · edgar.xml · derivative · entry 6 Davila Marco A. · CIK 0001649477 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: COMMON STOCK · 4,854 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 |
| November 11, 2016 Filed Nov 15, 2016 22:50 UTC | PACCAR INC PCAR · Entity 2226 | Exercise / conversionSTOCK OPTION · Derivative | 5,666 | $0.00 Strike: $43.24 | $0.00 |
DisclosureSEC source: 0000075362-16-000330 · edgar.xml · derivative · entry 5 Davila Marco A. · CIK 0001649477 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: COMMON STOCK · 5,666 shares Expires 2022-02-02 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 |
| November 11, 2016 Filed Nov 15, 2016 22:50 UTC | PACCAR INC PCAR · Entity 2226 | SaleCOMMON STOCK | 10,520 | $60.25 | $633,830.00 |
DisclosureSEC source: 0000075362-16-000330 · edgar.xml · nonDerivative · entry 3 Davila Marco A. · CIK 0001649477 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,997.661 Read SEC document |
| November 11, 2016 Filed Nov 15, 2016 22:50 UTC | PACCAR INC PCAR · Entity 2226 | Exercise / conversionCOMMON STOCK | 4,854 | $47.81 | $232,069.74 |
DisclosureSEC source: 0000075362-16-000330 · edgar.xml · nonDerivative · entry 2 Davila Marco A. · CIK 0001649477 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,517.661 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 |
| November 11, 2016 Filed Nov 15, 2016 22:50 UTC | PACCAR INC PCAR · Entity 2226 | Exercise / conversionCOMMON STOCK | 5,666 | $43.24 | $244,997.84 |
DisclosureSEC source: 0000075362-16-000330 · edgar.xml · nonDerivative · entry 1 Davila Marco A. · CIK 0001649477 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,663.661 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 23:41 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 0.711 | $59.49 | $42.30 |
DisclosureSEC source: 0000075362-16-000300 · edgar.xml · nonDerivative · entry 2 Davila Marco A. · CIK 0001649477 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176.994 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.