Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PACCAR INCPCAR · Entity 2226 | VICE PRESIDENT/GENERAL COUNSEL | March 07, 2017 | March 08, 2017 |
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 07, 2017 · Filed March 08, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCK (SIP)SEC Table I · non-derivative | Direct | 726.803 |
Reported balance
After 2017-03-07 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-03-07 · Other · Acquired 2.045 · Balance 726.803 F1: Shares held in PACCAR Savings Investment Plan (SIP). F2: 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). F3: March 7, 2017 dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP. |
| STOCK OPTIONSEC Table II · derivative / convertible security · Conversion / exercise price $62.46 · Expires 2025-02-04 | Direct | 996 |
Reported balance
Holding disclosure · report date 2017-03-07 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 996 F4: 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 | 4,840 |
Reported balance
Holding disclosure · report date 2017-03-07 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 4,840 F4: 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 | 5,724 |
Reported balance
Holding disclosure · report date 2017-03-07 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 5,724 F4: Option to buy awarded under PACCAR Long Term Incentive Plan (LTIP). |
Filing footnotes · ownership attribution and instrument terms
F1: Shares held in PACCAR Savings Investment Plan (SIP).
F2: 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).
F3: March 7, 2017 dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP.
F4: 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 |
|---|---|---|---|---|---|---|
| March 07, 2017 Filed Mar 8, 2017 23:59 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 2.045 | $68.29 | $139.65 |
DisclosureSEC source: 0000075362-17-000054 · edgar.xml · nonDerivative · entry 1 CLACK JAMES D · CIK 0001671952 · VICE PRESIDENT/GENERAL COUNSEL 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 726.803 F1 · security: Shares held in PACCAR Savings Investment Plan (SIP). F2 · security: 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). F3 · kind: March 7, 2017 dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP. Read SEC document |
| February 07, 2017 Filed Feb 16, 2017 00:21 UTC | PACCAR INC PCAR · Entity 2226 | GrantSTOCK OPTION · Derivative | 5,724 | $0.00 Strike: $67.63 | $0.00 |
DisclosureSEC source: 0000075362-17-000047 · edgar.xml · derivative · entry 4 CLACK JAMES D · CIK 0001671952 · VICE PRESIDENT/GENERAL COUNSEL 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,724 Underlying: COMMON STOCK · 5,724 shares Expires 2027-02-07 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 06, 2017 Filed Jan 10, 2017 22:50 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 5.084 | $66.05 | $335.80 |
DisclosureSEC source: 0000075362-17-000010 · edgar.xml · nonDerivative · entry 1 CLACK JAMES D · CIK 0001671952 · VICE PRESIDENT/GENERAL COUNSEL 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 564.765 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 02:42 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 2.131 | $62.79 | $133.81 |
DisclosureSEC source: 0000075362-16-000347 · edgar.xml · nonDerivative · entry 1 CLACK JAMES D · CIK 0001671952 · VICE PRESIDENT/GENERAL COUNSEL 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 559.681 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. F3 · balance_after: 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). Read SEC document |
| September 02, 2016 Filed Sep 7, 2016 23:39 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 1.235 | $59.54 | $73.53 |
DisclosureSEC source: 0000075362-16-000299 · edgar.xml · nonDerivative · entry 1 CLACK JAMES D · CIK 0001671952 · VICE PRESIDENT/GENERAL COUNSEL 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 307.617 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.