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Davila Marco A.

Disclosed activity across 1 company

Tapewire entity
148708
SEC CIK
0001649477

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
PACCAR INCPCAR · Entity 2226Vice PresidentJune 02, 2020June 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
COMMON STOCK (SIP)SEC Table I · non-derivativeDirect1,352.322 Reported balance After 2020-06-02 transaction · row 2 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 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-derivativeDirect8,486.661 Reported balance Holding disclosure · report date 2020-06-02 · row 1 Holding and transaction disclosures are not merged.
1 source row

Row 1 · Balance 8,486.661

STOCK OPTIONSEC Table II · derivative / convertible security · Conversion / exercise price $68.69 · Expires 2028-02-07Direct5,466 Reported balance Holding disclosure · report date 2020-06-02 · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 2029-02-06Direct7,496 Reported balance Holding disclosure · report date 2020-06-02 · row 4 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 2030-02-04Direct5,560 Reported balance Holding disclosure · report date 2020-06-02 · row 5 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 5 · Balance 5,560

F4: Option to buy awarded under PACCAR Long Term Incentive Plan (LTIP).

STOCK UNITS (LTIP)SEC Table II · derivative / convertible securityDirect2,849 Reported balance Holding disclosure · report date 2020-06-02 · row 6 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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.