Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PACCAR INCPCAR · Entity 2226 | Executive Vice President | March 03, 2020 | March 06, 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 March 03, 2020 · Filed March 06, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCK (SIP)SEC Table I · non-derivative | Direct | 54,535.357 |
Reported balance
After 2020-03-03 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2020-03-03 · Other · Acquired 250.005 · Balance 54,535.357 F1: Shares held in PACCAR Savings Investment Plan (SIP). F2: Dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP. |
| COMMON STOCKSEC Table I · non-derivative | Direct | 10,662 |
Reported balance
Holding disclosure · report date 2020-03-03 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 10,662 |
| STOCK OPTIONSEC Table II · derivative / convertible security · Conversion / exercise price $47.81 · Expires 2023-02-06 | Direct | 10,164 |
Reported balance
Holding disclosure · report date 2020-03-03 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 10,164 F3: Option to buy awarded under PACCAR LTIP. |
| STOCK OPTIONSEC Table II · derivative / convertible security · Conversion / exercise price $59.15 · Expires 2024-02-07 | Direct | 9,360 |
Reported balance
Holding disclosure · report date 2020-03-03 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 9,360 F3: Option to buy awarded under PACCAR LTIP. |
| STOCK OPTIONSEC Table II · derivative / convertible security · Conversion / exercise price $62.46 · Expires 2025-02-04 | Direct | 11,362 |
Reported balance
Holding disclosure · report date 2020-03-03 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 11,362 F3: Option to buy awarded under PACCAR LTIP. |
| STOCK OPTIONSEC Table II · derivative / convertible security · Conversion / exercise price $50.00 · Expires 2026-02-04 | Direct | 27,206 |
Reported balance
Holding disclosure · report date 2020-03-03 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 27,206 F3: Option to buy awarded under PACCAR LTIP. |
| STOCK OPTIONSEC Table II · derivative / convertible security · Conversion / exercise price $67.63 · Expires 2027-02-07 | Direct | 24,572 |
Reported balance
Holding disclosure · report date 2020-03-03 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 24,572 F3: Option to buy awarded under PACCAR LTIP. |
| STOCK OPTIONSEC Table II · derivative / convertible security · Conversion / exercise price $68.69 · Expires 2028-02-07 | Direct | 26,732 |
Reported balance
Holding disclosure · report date 2020-03-03 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 26,732 F3: Option to buy awarded under PACCAR LTIP. |
| STOCK OPTIONSEC Table II · derivative / convertible security · Conversion / exercise price $65.56 · Expires 2029-02-06 | Direct | 48,820 |
Reported balance
Holding disclosure · report date 2020-03-03 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 48,820 F3: Option to buy awarded under PACCAR LTIP. |
| STOCK OPTIONSEC Table II · derivative / convertible security · Conversion / exercise price $76.18 · Expires 2030-02-04 | Direct | 38,624 |
Reported balance
Holding disclosure · report date 2020-03-03 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 38,624 F3: Option to buy awarded under PACCAR LTIP. |
| STOCK UNITS (LTIP)SEC Table II · derivative / convertible security | Direct | 13,405 |
Reported balance
Holding disclosure · report date 2020-03-03 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 13,405 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 PACCAR Savings Investment Plan (SIP).
F2: Dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP.
F3: Option to buy awarded under PACCAR 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 |
|---|---|---|---|---|---|---|
| February 03, 2017 Filed Feb 7, 2017 22:42 UTC | PACCAR INC PCAR · Entity 2226 | Exercise / conversionCOMMON STOCK | 8,370 | $36.12 | $302,324.40 |
DisclosureSEC source: 0000075362-17-000034 · edgar.xml · nonDerivative · entry 3 Moore Gary Lee · CIK 0001630189 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,848 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 |
| February 03, 2017 Filed Feb 7, 2017 22:42 UTC | PACCAR INC PCAR · Entity 2226 | Exercise / conversionCOMMON STOCK | 8,624 | $30.81 | $265,705.44 |
DisclosureSEC source: 0000075362-17-000034 · edgar.xml · nonDerivative · entry 2 Moore Gary Lee · CIK 0001630189 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,478 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 |
| February 03, 2017 Filed Feb 7, 2017 22:42 UTC | PACCAR INC PCAR · Entity 2226 | Exercise / conversionCOMMON STOCK | 5,748 | $45.74 | $262,913.52 |
DisclosureSEC source: 0000075362-17-000034 · edgar.xml · nonDerivative · entry 1 Moore Gary Lee · CIK 0001630189 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,854 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 |
| January 06, 2017 Filed Jan 11, 2017 00:46 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 423.364 | $66.05 | $27,963.19 |
DisclosureSEC source: 0000075362-17-000028 · edgar.xml · nonDerivative · entry 2 Moore Gary Lee · CIK 0001630189 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,030.13 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 18:03 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 177.447 | $62.80 | $11,143.67 |
DisclosureSEC source: 0000075362-16-000350 · edgar.xml · nonDerivative · entry 2 Moore Gary Lee · CIK 0001630189 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,606.766 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. Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 22:45 UTC | PACCAR INC PCAR · Entity 2226 | Exercise / conversionSTOCK OPTION · Derivative | 6,546 | $0.00 Strike: $44.56 | $0.00 |
DisclosureSEC source: 0000075362-16-000328 · edgar.xml · derivative · entry 4 Moore Gary Lee · CIK 0001630189 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: COMMON STOCK · 6,546 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: 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). F3 · price: Option to buy awarded under PACCAR Long Term Incentive Plan (LTIP). Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 22:45 UTC | PACCAR INC PCAR · Entity 2226 | SaleCOMMON STOCK | 6,546 | $59.45 | $389,185.88 |
DisclosureSEC source: 0000075362-16-000328 · edgar.xml · nonDerivative · entry 2 Moore Gary Lee · CIK 0001630189 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,106 Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 22:45 UTC | PACCAR INC PCAR · Entity 2226 | Exercise / conversionCOMMON STOCK | 6,546 | $44.56 | $291,689.76 |
DisclosureSEC source: 0000075362-16-000328 · edgar.xml · nonDerivative · entry 1 Moore Gary Lee · CIK 0001630189 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,652 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 23:55 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 185.422 | $59.53 | $11,038.17 |
DisclosureSEC source: 0000075362-16-000304 · edgar.xml · nonDerivative · entry 2 Moore Gary Lee · CIK 0001630189 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,178.818 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.