Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PACCAR INCPCAR · Entity 2226 | President & CFO | January 06, 2017 | January 11, 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 January 06, 2017 · Filed January 11, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCK (SIP)SEC Table I · non-derivative | Direct | 23,159.092 |
Reported balance
After 2017-01-06 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2017-01-06 · Other · Acquired 208.477 · Balance 23,159.092 F1: Shares held in PACCAR Savings Investment Plan (SIP). F2: January 6, 2017 dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP. |
| COMMON STOCKSEC Table I · non-derivative | Direct | 52,817 |
Reported balance
Holding disclosure · report date 2017-01-06 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 52,817 |
| STOCK OPTIONSEC Table II · derivative / convertible security · Conversion / exercise price $47.81 · Expires 2023-02-06 | Direct | 35,720 |
Reported balance
Holding disclosure · report date 2017-01-06 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 35,720 F3: Option to buy awarded under PACCAR Long Term Incentive Plan (LTIP). |
| STOCK OPTIONSEC Table II · derivative / convertible security · Conversion / exercise price $59.15 · Expires 2024-02-07 | Direct | 28,132 |
Reported balance
Holding disclosure · report date 2017-01-06 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 28,132 F3: Option to buy awarded under PACCAR Long Term Incentive Plan (LTIP). |
| STOCK OPTIONSEC Table II · derivative / convertible security · Conversion / exercise price $62.46 · Expires 2025-02-04 | Direct | 29,462 |
Reported balance
Holding disclosure · report date 2017-01-06 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 29,462 F3: 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 | 46,454 |
Reported balance
Holding disclosure · report date 2017-01-06 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 46,454 F3: 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: January 6, 2017 dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP.
F3: 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 |
|---|---|---|---|---|---|---|
| January 06, 2017 Filed Jan 11, 2017 01:06 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 208.477 | $66.05 | $13,769.91 |
DisclosureSEC source: 0000075362-17-000030 · edgar.xml · nonDerivative · entry 2 Christensen Robert J. · CIK 0001446800 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,159.092 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 00:47 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 87.38 | $62.80 | $5,487.46 |
DisclosureSEC source: 0000075362-16-000342 · edgar.xml · nonDerivative · entry 2 Christensen Robert J. · CIK 0001446800 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,950.615 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 22:37 UTC | PACCAR INC PCAR · Entity 2226 | Exercise / conversionSTOCK OPTION · Derivative | 36,008 | $0.00 Strike: $43.24 | $0.00 |
DisclosureSEC source: 0000075362-16-000326 · edgar.xml · derivative · entry 4 Christensen Robert J. · CIK 0001446800 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: COMMON STOCK · 36,008 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 10, 2016 Filed Nov 14, 2016 22:37 UTC | PACCAR INC PCAR · Entity 2226 | SaleCOMMON STOCK | 36,008 | $60.00 | $2,160,480.00 |
DisclosureSEC source: 0000075362-16-000326 · edgar.xml · nonDerivative · entry 2 Christensen Robert J. · CIK 0001446800 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,817 Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 22:37 UTC | PACCAR INC PCAR · Entity 2226 | Exercise / conversionCOMMON STOCK | 36,008 | $43.24 | $1,556,985.92 |
DisclosureSEC source: 0000075362-16-000326 · edgar.xml · nonDerivative · entry 1 Christensen Robert J. · CIK 0001446800 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,825 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 23:36 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 90.797 | $59.53 | $5,405.15 |
DisclosureSEC source: 0000075362-16-000298 · edgar.xml · nonDerivative · entry 2 Christensen Robert J. · CIK 0001446800 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,612.734 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.