Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PACCAR INCPCAR · Entity 2226 | Sr. Vice President & CFO | September 02, 2026 | September 04, 2026 |
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 September 02, 2026 · Filed September 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy PACCAR Savings Investment Plan (SIP) | 18,485.302 |
Reported balance
After 2026-09-02 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-09-02 · Other · Acquired 52.572 · Balance 18,485.302 F1: Dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP. |
| Common StockSEC Table I · non-derivative | Direct | 1,391 |
Reported balance
Holding disclosure · report date 2026-09-02 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,391 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $104.16 · Expires 2034-02-05 | Direct | 6,318 |
Reported balance
Holding disclosure · report date 2026-09-02 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 6,318 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $109.13 · Expires 2035-02-03 | Direct | 8,012 |
Reported balance
Holding disclosure · report date 2026-09-02 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 8,012 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $127.35 · Expires 2036-02-06 | Direct | 11,086 |
Reported balance
Holding disclosure · report date 2026-09-02 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 11,086 |
| Stock Units (LTIP)SEC Table II · derivative / convertible security | Direct | 3,174 |
Reported balance
Holding disclosure · report date 2026-09-02 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 3,174 F2: Restricted stock units held in deferred phantom stock account under Long Term Incentive Plan (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: Dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP.
F2: Restricted stock units held in deferred phantom stock account under Long Term Incentive Plan (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 06, 2024 Filed Mar 8, 2024 19:26 UTC | PACCAR INC PCAR · Entity 2226 | OtherCommon Stock | 39.205 | $115.47 | $4,527.00 |
DisclosureSEC source: 0001225208-24-003947 · doc4.xml · nonDerivative · entry 1 Poplawski Brice J · CIK 0001978435 · Vice President & Controller 10b5-1 filing: No plan indicated Ownership: Indirect · By PACCAR Savings Investment Plan (SIP) Disclosed balance after: 16,949.973 F1 · kind: Dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP. F2 · balance_after: Balance includes shares awarded under PACCAR Savings Investment Plan (Company match) in exempt transaction(s) under Rule16b-3(c) and Rule 16b-3(d). Read SEC document |
| February 05, 2024 Filed Feb 7, 2024 16:52 UTC | PACCAR INC PCAR · Entity 2226 | GrantStock Option · Derivative | 6,318 | Not disclosed Strike: $104.16 | Not disclosed |
DisclosureSEC source: 0001225208-24-001661 · doc4.xml · derivative · entry 2 Poplawski Brice J · CIK 0001978435 · Vice President & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,318 Underlying: Common Stock · 6,318 shares Expires 2034-02-05 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 |
| February 01, 2024 Filed Feb 1, 2024 22:57 UTC | PACCAR INC PCAR · Entity 2226 | Exercise / conversionStock Option · Derivative | 4,000 | Not disclosed Strike: $50.79 | Not disclosed |
DisclosureSEC source: 0001225208-24-001385 · doc4.xml · derivative · entry 4 Poplawski Brice J · CIK 0001978435 · Vice President & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 671 Underlying: Common Stock · 4,000 shares Expires 2030-02-04 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 · price: Option to buy awarded under PACCAR Long Term Incentive Plan (LTIP). Read SEC document |
| February 01, 2024 Filed Feb 1, 2024 22:57 UTC | PACCAR INC PCAR · Entity 2226 | SaleCommon Stock | 4,000 | $101.94 | $407,760.00 |
DisclosureSEC source: 0001225208-24-001385 · doc4.xml · nonDerivative · entry 2 Poplawski Brice J · CIK 0001978435 · Vice President & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| February 01, 2024 Filed Feb 1, 2024 22:57 UTC | PACCAR INC PCAR · Entity 2226 | Exercise / conversionCommon Stock | 4,000 | $50.79 | $203,146.80 |
DisclosureSEC source: 0001225208-24-001385 · doc4.xml · nonDerivative · entry 1 Poplawski Brice J · CIK 0001978435 · Vice President & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,000 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 04, 2024 Filed Jan 5, 2024 23:44 UTC | PACCAR INC PCAR · Entity 2226 | OtherCommon Stock | 551.641 | $93.78 | $51,732.89 |
DisclosureSEC source: 0001225208-24-000478 · doc4.xml · nonDerivative · entry 1 Poplawski Brice J · CIK 0001978435 · Vice President & Controller 10b5-1 filing: No plan indicated Ownership: Indirect · By PACCAR Savings Investment Plan (SIP) Disclosed balance after: 16,748.162 F1 · kind: Dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP. Read SEC document |
| December 06, 2023 Filed Dec 7, 2023 22:10 UTC | PACCAR INC PCAR · Entity 2226 | OtherCommon Stock | 45.883 | $94.72 | $4,346.04 |
DisclosureSEC source: 0001225208-23-010862 · doc4.xml · nonDerivative · entry 1 Poplawski Brice J · CIK 0001978435 · Vice President & Controller 10b5-1 filing: No plan indicated Ownership: Indirect · By PACCAR Savings Investment Plan (SIP) Disclosed balance after: 16,196.243 F1 · kind: Dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP. Read SEC document |
| November 02, 2023 Filed Dec 11, 2023 22:20 UTC | PACCAR INC PCAR · Entity 2226 | Exercise / conversionStock Option · Derivative | 4,110 | Not disclosed Strike: $43.71 | Not disclosed |
DisclosureSEC source: 0001225208-23-010937 · doc4.xml · derivative · entry 4 Poplawski Brice J · CIK 0001978435 · Vice President & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,110 shares Expires 2029-02-06 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. F1 · price: Option to buy awarded under PACCAR Long Term Incentive Plan (LTIP). Read SEC document |
| November 02, 2023 Filed Dec 11, 2023 22:20 UTC | PACCAR INC PCAR · Entity 2226 | SaleCommon Stock | 4,110 | $84.84 | $348,692.40 |
DisclosureSEC source: 0001225208-23-010937 · doc4.xml · nonDerivative · entry 2 Poplawski Brice J · CIK 0001978435 · Vice President & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| November 02, 2023 Filed Dec 11, 2023 22:20 UTC | PACCAR INC PCAR · Entity 2226 | Exercise / conversionCommon Stock | 4,110 | $43.71 | $179,634.54 |
DisclosureSEC source: 0001225208-23-010937 · doc4.xml · nonDerivative · entry 1 Poplawski Brice J · CIK 0001978435 · Vice President & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,110 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 07, 2023 Filed Sep 11, 2023 20:29 UTC | PACCAR INC PCAR · Entity 2226 | OtherCommon Stock | 52.889 | $83.05 | $4,392.43 |
DisclosureSEC source: 0001225208-23-008838 · doc4.xml · nonDerivative · entry 1 Poplawski Brice J · CIK 0001978435 · Vice President & Controller 10b5-1 filing: No plan indicated Ownership: Indirect · By PACCAR Savings Investment Plan (SIP) Disclosed balance after: 16,150.36 F1 · kind: Dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP. Read SEC document |
| June 07, 2023 Filed Jun 9, 2023 20:58 UTC | PACCAR INC PCAR · Entity 2226 | OtherCommon Stock | 53.128 | $76.19 | $4,047.82 |
DisclosureSEC source: 0001225208-23-006683 · doc4.xml · nonDerivative · entry 1 Poplawski Brice J · CIK 0001978435 · Vice President & Controller 10b5-1 filing: No plan indicated Ownership: Indirect · By PACCAR Savings Investment Plan (SIP) Disclosed balance after: 16,097.471 F1 · kind: 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.