Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PACCAR INCPCAR · Entity 2226 | VICE PRESIDENT | March 01, 2020 | March 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 March 01, 2020 · Filed March 04, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 686 |
Reported balance
After 2020-03-01 transaction · row 1
1 source rowRow 1 · 2020-03-01 · Exercise / conversion · Acquired 686 · Balance 686 F1: Restricted stock units converted to common stock on a one-for-one basis upon satisfaction of all applicable vesting conditions. |
| STOCK UNITS (LTIP)SEC Table II · derivative / convertible security | Direct | 2,058 |
Reported balance
After 2020-03-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2020-03-01 · Exercise / conversion · Disposed 686 · Balance 2,058 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. F1: Restricted stock units converted to common stock on a one-for-one basis upon satisfaction of all applicable vesting conditions. |
| STOCK OPTIONSEC Table II · derivative / convertible security · Conversion / exercise price $67.63 · Expires 2027-02-07 | Direct | 3,328 |
Reported balance
Holding disclosure · report date 2020-03-01 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 3,328 F2: Option to buy awarded under PACCAR Long Term Incentive Plan (LTIP). F3: These holdings were inadvertantly omitted from the Form 4 filed on February 6, 2020. |
| STOCK OPTIONSEC Table II · derivative / convertible security · Conversion / exercise price $68.69 · Expires 2028-02-07 | Direct | 3,472 |
Reported balance
Holding disclosure · report date 2020-03-01 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 3,472 F2: Option to buy awarded under PACCAR Long Term Incentive Plan (LTIP). F3: These holdings were inadvertantly omitted from the Form 4 filed on February 6, 2020. |
| STOCK OPTIONSEC Table II · derivative / convertible security · Conversion / exercise price $65.56 · Expires 2029-02-06 | Direct | 9,912 |
Reported balance
Holding disclosure · report date 2020-03-01 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 9,912 F2: Option to buy awarded under PACCAR Long Term Incentive Plan (LTIP). F3: These holdings were inadvertantly omitted from the Form 4 filed on February 6, 2020. |
| STOCK OPTIONSEC Table II · derivative / convertible security · Conversion / exercise price $76.18 · Expires 2030-02-04 | Direct | 7,232 |
Reported balance
Holding disclosure · report date 2020-03-01 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 7,232 F2: Option to buy awarded under PACCAR Long Term Incentive Plan (LTIP). |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units converted to common stock on a one-for-one basis upon satisfaction of all applicable vesting conditions.
F2: Option to buy awarded under PACCAR Long Term Incentive Plan (LTIP).
F3: These holdings were inadvertantly omitted from the Form 4 filed on February 6, 2020.
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 |
|---|---|---|---|---|---|---|
| March 01, 2020 Filed Mar 4, 2020 01:20 UTC | PACCAR INC PCAR · Entity 2226 | Exercise / conversionSTOCK UNITS (LTIP) · Derivative | 686 | $0.00 | $0.00 |
DisclosureSEC source: 0000075362-20-000080 · edgar.xml · derivative · entry 6 WOLTERS HENRICUS M. B. · CIK 0001750859 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,058 Underlying: COMMON STOCK · 686 shares Expires not disclosed 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: 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. F4 · derivative.exercise_price: 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. F1 · kind: Restricted stock units converted to common stock on a one-for-one basis upon satisfaction of all applicable vesting conditions. F1 · price: Restricted stock units converted to common stock on a one-for-one basis upon satisfaction of all applicable vesting conditions. F4 · derivative.exercise_date: 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. F4 · derivative.expiration_date: 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. Read SEC document |
| March 01, 2020 Filed Mar 4, 2020 01:20 UTC | PACCAR INC PCAR · Entity 2226 | Exercise / conversionCOMMON STOCK | 686 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000075362-20-000080 · edgar.xml · nonDerivative · entry 1 WOLTERS HENRICUS M. B. · CIK 0001750859 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 686 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. F1 · kind: Restricted stock units converted to common stock on a one-for-one basis upon satisfaction of all applicable vesting conditions. F1 · price: Restricted stock units converted to common stock on a one-for-one basis upon satisfaction of all applicable vesting conditions. Read SEC document |
| February 04, 2020 Filed Feb 6, 2020 23:43 UTC | PACCAR INC PCAR · Entity 2226 | GrantSTOCK UNITS (LTIP) · Derivative | 2,744 | $76.18 | $209,037.92 |
DisclosureSEC source: 0000075362-20-000061 · edgar.xml · derivative · entry 3 WOLTERS HENRICUS M. B. · CIK 0001750859 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,744 Underlying: COMMON STOCK · 2,744 shares Expires not disclosed F2 · security: 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. F2 · derivative.exercise_price: 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. F3 · kind: Restricted stock units awarded under LTIP and convertible to common stock on a one-for-one basis upon satisfaction of all applicable vesting conditions. Each award vests in four equal installments commencing on March 1 following the award and January 1 of the next three years. F2 · derivative.exercise_date: 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. F2 · derivative.expiration_date: 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. Read SEC document |
| February 04, 2020 Filed Feb 6, 2020 23:43 UTC | PACCAR INC PCAR · Entity 2226 | GrantSTOCK OPTION · Derivative | 7,232 | Not disclosed Strike: $76.18 | Not disclosed |
DisclosureSEC source: 0000075362-20-000061 · edgar.xml · derivative · entry 2 WOLTERS HENRICUS M. B. · CIK 0001750859 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,232 Underlying: COMMON STOCK · 7,232 shares Expires 2030-02-04 F1 · security: Option to buy awarded under PACCAR Long Term Incentive Plan (LTIP). F1 · kind: Option to buy awarded under PACCAR Long Term Incentive Plan (LTIP). F1 · price: Option to buy awarded under PACCAR Long Term Incentive Plan (LTIP). Read SEC document |
| October 31, 2019 Filed Nov 2, 2019 00:46 UTC | PACCAR INC PCAR · Entity 2226 | Exercise / conversionSTOCK OPTION · Derivative | 4,460 | $0.00 Strike: $50.00 | $0.00 |
DisclosureSEC source: 0000075362-19-000197 · edgar.xml · derivative · entry 6 WOLTERS HENRICUS M. B. · CIK 0001750859 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: COMMON STOCK · 4,460 shares Expires 2026-02-04 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. F1 · security: Option to buy awarded under PACCAR Long Term Incentive Plan (LTIP). F1 · price: Option to buy awarded under PACCAR Long Term Incentive Plan (LTIP). Read SEC document |
| October 31, 2019 Filed Nov 2, 2019 00:46 UTC | PACCAR INC PCAR · Entity 2226 | Exercise / conversionSTOCK OPTION · Derivative | 3,306 | $0.00 Strike: $62.46 | $0.00 |
DisclosureSEC source: 0000075362-19-000197 · edgar.xml · derivative · entry 5 WOLTERS HENRICUS M. B. · CIK 0001750859 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: COMMON STOCK · 3,306 shares Expires 2025-02-04 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. F1 · security: Option to buy awarded under PACCAR Long Term Incentive Plan (LTIP). F1 · price: Option to buy awarded under PACCAR Long Term Incentive Plan (LTIP). Read SEC document |
| October 31, 2019 Filed Nov 2, 2019 00:46 UTC | PACCAR INC PCAR · Entity 2226 | SaleCOMMON STOCK | 4,460 | $76.13 | $339,539.80 |
DisclosureSEC source: 0000075362-19-000197 · edgar.xml · nonDerivative · entry 4 WOLTERS HENRICUS M. B. · CIK 0001750859 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| October 31, 2019 Filed Nov 2, 2019 00:46 UTC | PACCAR INC PCAR · Entity 2226 | Exercise / conversionCOMMON STOCK | 4,460 | $50.00 | $223,000.00 |
DisclosureSEC source: 0000075362-19-000197 · edgar.xml · nonDerivative · entry 3 WOLTERS HENRICUS M. B. · CIK 0001750859 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,460 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 |
| October 31, 2019 Filed Nov 2, 2019 00:46 UTC | PACCAR INC PCAR · Entity 2226 | SaleCOMMON STOCK | 3,306 | $76.13 | $251,685.78 |
DisclosureSEC source: 0000075362-19-000197 · edgar.xml · nonDerivative · entry 2 WOLTERS HENRICUS M. B. · CIK 0001750859 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| October 31, 2019 Filed Nov 2, 2019 00:46 UTC | PACCAR INC PCAR · Entity 2226 | Exercise / conversionCOMMON STOCK | 3,306 | $62.46 | $206,492.76 |
DisclosureSEC source: 0000075362-19-000197 · edgar.xml · nonDerivative · entry 1 WOLTERS HENRICUS M. B. · CIK 0001750859 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,306 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 06, 2019 Filed Feb 8, 2019 02:03 UTC | PACCAR INC PCAR · Entity 2226 | GrantSTOCK OPTION · Derivative | 9,912 | Not disclosed Strike: $65.56 | Not disclosed |
DisclosureSEC source: 0000075362-19-000060 · edgar.xml · derivative · entry 1 WOLTERS HENRICUS M. B. · CIK 0001750859 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,912 Underlying: COMMON STOCK · 9,912 shares Expires 2029-02-06 F1 · security: Option to buy awarded under PACCAR Long Term Incentive Plan (LTIP). F1 · kind: Option to buy awarded under PACCAR Long Term Incentive Plan (LTIP). F1 · price: Option to buy awarded under PACCAR Long Term Incentive Plan (LTIP). 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.