Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FRANKLIN TEMPLETON INCBEN · Entity 462 | Director | January 01, 2021 | January 05, 2021 |
| PACCAR INCPCAR · Entity 2226 | Director · Executive Chairman | 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.
FRANKLIN TEMPLETON INC
Report date January 01, 2021 · Filed January 05, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Director's Fees (FRI)SEC Table II · derivative / convertible security · Expires 2039-01-20 | Direct | 0 |
Reported balance
After 2021-01-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-01-01 · Other · Disposed 71,702.6126 · Balance 0 F1: Not applicable. F2: Exercisable and expiration dates assume the director's separation from service from Franklin Resources, Inc. and its subsidiaries occurs in the February following the director's 75th birthday. See footnote below. F3: Represents a hypothetical investment account calculation of deferred Franklin Resources, Inc.'s director's fees, under the 2006 Directors Deferred Compensation Plan, based upon the performance of Franklin Resources, Inc.'s stock (including reinvested dividends) payable in cash in substantially equal quarterly installments over ten years beginning on the earlier of the January 20, April 20, July 20 or October 20 immediately following the director's separation from service from Franklin Resources, Inc. and its subsidiaries and continuing on each January 20, April 20, July 20 and October 20 thereafter, except that if any such date is a Saturday, Sunday or holiday, then the quarterly installment shall be paid on the next business day. Reporting Person may transfer the hypothetical investment account amount into an alternative investment account not based on the performance of Franklin Resources, Inc. stock effective as of the first day of any calendar quarter. |
Filing footnotes · ownership attribution and instrument terms
F1: Not applicable.
F2: Exercisable and expiration dates assume the director's separation from service from Franklin Resources, Inc. and its subsidiaries occurs in the February following the director's 75th birthday. See footnote below.
F3: Represents a hypothetical investment account calculation of deferred Franklin Resources, Inc.'s director's fees, under the 2006 Directors Deferred Compensation Plan, based upon the performance of Franklin Resources, Inc.'s stock (including reinvested dividends) payable in cash in substantially equal quarterly installments over ten years beginning on the earlier of the January 20, April 20, July 20 or October 20 immediately following the director's separation from service from Franklin Resources, Inc. and its subsidiaries and continuing on each January 20, April 20, July 20 and October 20 thereafter, except that if any such date is a Saturday, Sunday or holiday, then the quarterly installment shall be paid on the next business day. Reporting Person may transfer the hypothetical investment account amount into an alternative investment account not based on the performance of Franklin Resources, Inc. stock effective as of the first day of any calendar quarter.
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) | 176,255.434 |
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 501.274 · Balance 176,255.434 F1: Dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP. |
| Common StockSEC Table I · non-derivative | Direct | 5,082,345 |
Reported balance
Holding disclosure · report date 2026-09-02 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 5,082,345 |
| Common StockSEC Table I · non-derivative | IndirectBy wife and children | 424,920 |
Reported balance
Holding disclosure · report date 2026-09-02 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 424,920 |
Filing footnotes · ownership attribution and instrument terms
F1: Dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP.
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 02, 2021 Filed Mar 4, 2021 00:37 UTC | PACCAR INC PCAR · Entity 2226 | OtherStock Units (LTIP) · Derivative | 169.53 | $94.18 | $15,966.34 |
DisclosureSEC source: 0001225208-21-004626 · doc4.xml · derivative · entry 6 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,064.164 Underlying: Common Stock · 169.53 shares Expires not disclosed F7 · derivative.exercise_price: Share units held in deferred phantom stock account under PACCAR Long Term Incentive Plan (LTIP) convertible to common stock on a one for one basis upon satisfaction of all applicable conditions. F8 · kind: Dividend on share units held in deferred phantom stock account under PACCAR Long Term Incentive Plan (LTIP) reinvested pursuant to LTIP. F7 · derivative.exercise_date: Share units held in deferred phantom stock account under PACCAR Long Term Incentive Plan (LTIP) convertible to common stock on a one for one basis upon satisfaction of all applicable conditions. F7 · derivative.expiration_date: Share units held in deferred phantom stock account under PACCAR Long Term Incentive Plan (LTIP) convertible to common stock on a one for one basis upon satisfaction of all applicable conditions. Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 00:37 UTC | PACCAR INC PCAR · Entity 2226 | OtherStock Units (DICP) · Derivative | 422.509 | $94.18 | $39,791.90 |
DisclosureSEC source: 0001225208-21-004626 · doc4.xml · derivative · entry 5 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,772.397 Underlying: Common Stock · 422.509 shares Expires not disclosed F5 · derivative.exercise_price: Share units held in deferred phantom stock account under PACCAR Deferred Incentive Compensation Plan (DICP) convertible to common stock on a one for one basis upon satisfaction of all applicable conditions. F6 · kind: Dividend on share units held in deferred phantom stock account under PACCAR Deferred Incentive Compensation Plan (DICP) reinvested pursuant to DICP. F5 · derivative.exercise_date: Share units held in deferred phantom stock account under PACCAR Deferred Incentive Compensation Plan (DICP) convertible to common stock on a one for one basis upon satisfaction of all applicable conditions. F5 · derivative.expiration_date: Share units held in deferred phantom stock account under PACCAR Deferred Incentive Compensation Plan (DICP) convertible to common stock on a one for one basis upon satisfaction of all applicable conditions. Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 00:37 UTC | PACCAR INC PCAR · Entity 2226 | OtherStock Units (DCP) · Derivative | 129.171 | $94.18 | $12,165.32 |
DisclosureSEC source: 0001225208-21-004626 · doc4.xml · derivative · entry 4 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,145.524 Underlying: Common Stock · 129.171 shares Expires not disclosed F3 · derivative.exercise_price: Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) convertible to common stock on a one-for-one basis upon satisfaction of all applicable vesting conditions. F4 · kind: Dividend on share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) reinvested pursuant to DCP. F3 · derivative.exercise_date: Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) convertible to common stock on a one-for-one basis upon satisfaction of all applicable vesting conditions. F3 · derivative.expiration_date: Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) convertible to common stock on a one-for-one basis upon satisfaction of all applicable vesting conditions. Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 00:37 UTC | PACCAR INC PCAR · Entity 2226 | OtherCommon Stock | 329.99 | $94.18 | $31,078.46 |
DisclosureSEC source: 0001225208-21-004626 · doc4.xml · nonDerivative · entry 1 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · By PACCAR Savings Investment Plan (SIP) Disclosed balance after: 96,579.862 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 |
| January 06, 2021 Filed Jan 8, 2021 21:55 UTC | PACCAR INC PCAR · Entity 2226 | OtherStock Units (LTIP) · Derivative | 390.194 | $88.81 | $34,653.13 |
DisclosureSEC source: 0001225208-21-000698 · doc4.xml · derivative · entry 6 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,894.634 Underlying: Common Stock · 390.194 shares Expires not disclosed F6 · derivative.exercise_price: Share units held in deferred phantom stock account under PACCAR Long Term Incentive Plan (LTIP) convertible to common stock on a one for one basis upon satisfaction of all applicable conditions. F7 · kind: Dividend on share units held in deferred phantom stock account under PACCAR Long Term Incentive Plan (LTIP) reinvested pursuant to LTIP. F6 · derivative.exercise_date: Share units held in deferred phantom stock account under PACCAR Long Term Incentive Plan (LTIP) convertible to common stock on a one for one basis upon satisfaction of all applicable conditions. F6 · derivative.expiration_date: Share units held in deferred phantom stock account under PACCAR Long Term Incentive Plan (LTIP) convertible to common stock on a one for one basis upon satisfaction of all applicable conditions. Read SEC document |
| January 06, 2021 Filed Jan 8, 2021 21:55 UTC | PACCAR INC PCAR · Entity 2226 | OtherStock Units (DICP) · Derivative | 972.46 | $88.81 | $86,364.17 |
DisclosureSEC source: 0001225208-21-000698 · doc4.xml · derivative · entry 5 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,349.888 Underlying: Common Stock · 972.46 shares Expires not disclosed F4 · derivative.exercise_price: Share units held in deferred phantom stock account under PACCAR Deferred Incentive Compensation Plan (DICP) convertible to common stock on a one for one basis upon satisfaction of all applicable conditions. F5 · kind: Dividend on share units held in deferred phantom stock account under PACCAR Deferred Incentive Compensation Plan (DICP) reinvested pursuant to DICP. F4 · derivative.exercise_date: Share units held in deferred phantom stock account under PACCAR Deferred Incentive Compensation Plan (DICP) convertible to common stock on a one for one basis upon satisfaction of all applicable conditions. F4 · derivative.expiration_date: Share units held in deferred phantom stock account under PACCAR Deferred Incentive Compensation Plan (DICP) convertible to common stock on a one for one basis upon satisfaction of all applicable conditions. Read SEC document |
| January 06, 2021 Filed Jan 8, 2021 21:55 UTC | PACCAR INC PCAR · Entity 2226 | OtherStock Units (DCP) · Derivative | 297.301 | $88.81 | $26,403.30 |
DisclosureSEC source: 0001225208-21-000698 · doc4.xml · derivative · entry 4 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,016.353 Underlying: Common Stock · 297.301 shares Expires not disclosed F2 · derivative.exercise_price: Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) convertible to common stock on a one-for-one basis upon satisfaction of all applicable vesting conditions. F3 · kind: Dividend on share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) reinvested pursuant to DCP. F2 · derivative.exercise_date: Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) convertible to common stock on a one-for-one basis upon satisfaction of all applicable vesting conditions. F2 · derivative.expiration_date: Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) convertible to common stock on a one-for-one basis upon satisfaction of all applicable vesting conditions. Read SEC document |
| January 06, 2021 Filed Jan 8, 2021 21:55 UTC | PACCAR INC PCAR · Entity 2226 | OtherCommon Stock | 751.936 | $88.81 | $66,779.44 |
DisclosureSEC source: 0001225208-21-000698 · doc4.xml · nonDerivative · entry 1 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · By PACCAR Savings Investment Plan (SIP) Disclosed balance after: 96,201.018 F1 · kind: Dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP. Read SEC document |
| January 01, 2021 Filed Jan 5, 2021 18:14 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | OtherDeferred Director's Fees (FRI) · Derivative | 71,702.6126 | $24.34 | $1,745,241.59 |
DisclosureSEC source: 0001127602-21-000340 · form4.xml · derivative · entry 1 PIGOTT MARK C · CIK 0001191930 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $.10 · 71,702.6126 shares Expires 2039-01-20 F1 · derivative.exercise_price: Not applicable. F2 · derivative.exercise_date: Exercisable and expiration dates assume the director's separation from service from Franklin Resources, Inc. and its subsidiaries occurs in the February following the director's 75th birthday. See footnote below. F2 · derivative.expiration_date: Exercisable and expiration dates assume the director's separation from service from Franklin Resources, Inc. and its subsidiaries occurs in the February following the director's 75th birthday. See footnote below. F3 · ownership.direct: Represents a hypothetical investment account calculation of deferred Franklin Resources, Inc.'s director's fees, under the 2006 Directors Deferred Compensation Plan, based upon the performance of Franklin Resources, Inc.'s stock (including reinvested dividends) payable in cash in substantially equal quarterly installments over ten years beginning on the earlier of the January 20, April 20, July 20 or October 20 immediately following the director's separation from service from Franklin Resources, Inc. and its subsidiaries and continuing on each January 20, April 20, July 20 and October 20 thereafter, except that if any such date is a Saturday, Sunday or holiday, then the quarterly installment shall be paid on the next business day. Reporting Person may transfer the hypothetical investment account amount into an alternative investment account not based on the performance of Franklin Resources, Inc. stock effective as of the first day of any calendar quarter. Read SEC document |
| December 01, 2020 Filed Dec 3, 2020 21:01 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (DCP) · Derivative | 137.787 | $87.28 | $12,026.05 |
DisclosureSEC source: 0000075362-20-000198 · edgar.xml · derivative · entry 9 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,719.052 Underlying: COMMON STOCK · 137.787 shares Expires not disclosed F9 · security: Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) convertible to common stock on a one for one basis upon satisfaction of all applicable conditions F9 · derivative.exercise_price: Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) convertible to common stock on a one for one basis upon satisfaction of all applicable conditions F10 · kind: Dividend on share units held in deferred phantom stock account under DCP reinvested pursuant to DCP. F9 · derivative.exercise_date: Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) convertible to common stock on a one for one basis upon satisfaction of all applicable conditions F9 · derivative.expiration_date: Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) convertible to common stock on a one for one basis upon satisfaction of all applicable conditions Read SEC document |
| December 01, 2020 Filed Dec 3, 2020 21:01 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (DICP) · Derivative | 450.693 | $87.28 | $39,336.49 |
DisclosureSEC source: 0000075362-20-000198 · edgar.xml · derivative · entry 8 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,377.428 Underlying: COMMON STOCK · 450.693 shares Expires not disclosed F7 · security: Share units held in deferred phantom stock account under PACCAR Deferred Incentive Compensation Plan (DICP) convertible to common stock on a one for one basis upon satisfaction of all applicable conditions. F7 · derivative.exercise_price: Share units held in deferred phantom stock account under PACCAR Deferred Incentive Compensation Plan (DICP) convertible to common stock on a one for one basis upon satisfaction of all applicable conditions. F8 · kind: Dividend on share units held in deferred phantom stock account under DICP reinvested pursuant to DICP. F7 · derivative.exercise_date: Share units held in deferred phantom stock account under PACCAR Deferred Incentive Compensation Plan (DICP) convertible to common stock on a one for one basis upon satisfaction of all applicable conditions. F7 · derivative.expiration_date: Share units held in deferred phantom stock account under PACCAR Deferred Incentive Compensation Plan (DICP) convertible to common stock on a one for one basis upon satisfaction of all applicable conditions. Read SEC document |
| December 01, 2020 Filed Dec 3, 2020 21:01 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (LTIP) · Derivative | 180.838 | $87.28 | $15,783.54 |
DisclosureSEC source: 0000075362-20-000198 · edgar.xml · derivative · entry 7 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,504.44 Underlying: COMMON STOCK · 180.838 shares Expires not disclosed F5 · security: Share units held in deferred phantom stock account under LTIP convertible to common stock on a one for one basis upon satisfaction of all applicable conditions. F5 · derivative.exercise_price: Share units held in deferred phantom stock account under LTIP convertible to common stock on a one for one basis upon satisfaction of all applicable conditions. F6 · kind: Dividend on share units held in deferred phantom stock account under LTIP reinvested pursuant to LTIP. F5 · derivative.exercise_date: Share units held in deferred phantom stock account under LTIP convertible to common stock on a one for one basis upon satisfaction of all applicable conditions. F5 · derivative.expiration_date: Share units held in deferred phantom stock account under LTIP convertible to common stock on a one for one basis upon satisfaction of all applicable conditions. Read SEC document |
| December 01, 2020 Filed Dec 3, 2020 21:01 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 344.722 | $87.28 | $30,087.34 |
DisclosureSEC source: 0000075362-20-000198 · edgar.xml · nonDerivative · entry 3 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,449.082 F1 · security: Shares held in PACCAR Savings Investment Plan (SIP). F2 · kind: Dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP. F3 · balance_after: 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). Read SEC document |
| November 05, 2020 Filed Nov 6, 2020 18:01 UTC | PACCAR INC PCAR · Entity 2226 | Exercise / conversionSTOCK OPTION · Derivative | 92,832 | $0.00 Strike: $50.50 | $0.00 |
DisclosureSEC source: 0000075362-20-000186 · edgar.xml · derivative · entry 5 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: COMMON STOCK · 92,832 shares Expires 2021-02-03 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: Option to buy awarded under PACCAR Long Term Incentive Plan (LTIP). F4 · price: Option to buy awarded under PACCAR Long Term Incentive Plan (LTIP). Read SEC document |
| November 05, 2020 Filed Nov 6, 2020 18:01 UTC | PACCAR INC PCAR · Entity 2226 | SaleCOMMON STOCK | 92,832 | $90.33 | $8,385,514.56 |
DisclosureSEC source: 0000075362-20-000186 · edgar.xml · nonDerivative · entry 2 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,020,937 F1 · price: The price shown is a weighted average sale price for shares sold in multiple transactions; the sale prices ranged from 89.03 to 90.94 per share. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. Read SEC document |
| November 05, 2020 Filed Nov 6, 2020 18:01 UTC | PACCAR INC PCAR · Entity 2226 | Exercise / conversionCOMMON STOCK | 92,832 | $50.50 | $4,688,016.00 |
DisclosureSEC source: 0000075362-20-000186 · edgar.xml · nonDerivative · entry 1 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,113,769 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 01, 2020 Filed Oct 5, 2020 15:39 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GrantDeferred Director's Fees (FRI) · Derivative | 1,738.3691 | $19.99 | $34,750.00 |
DisclosureSEC source: 0001127602-20-026459 · form4.xml · derivative · entry 1 PIGOTT MARK C · CIK 0001191930 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,911.8908 Underlying: Common Stock, par value $.10 · 1,738.3691 shares Expires 2039-01-20 F1 · derivative.exercise_price: Not applicable. F2 · derivative.exercise_date: Exercisable and expiration dates assume the director's separation from service from Franklin Resources, Inc. and its subsidiaries occurs in the February following the director's 75th birthday. See footnote below. F2 · derivative.expiration_date: Exercisable and expiration dates assume the director's separation from service from Franklin Resources, Inc. and its subsidiaries occurs in the February following the director's 75th birthday. See footnote below. F3 · ownership.direct: Represents a hypothetical investment account calculation of deferred Franklin Resources, Inc.'s director's fees, under the 2006 Directors Deferred Compensation Plan, based upon the performance of Franklin Resources, Inc.'s stock (including reinvested dividends) payable in cash in substantially equal quarterly installments over ten years beginning on the earlier of the January 20, April 20, July 20 or October 20 immediately following the director's separation from service from Franklin Resources, Inc. and its subsidiaries and continuing on each January 20, April 20, July 20 and October 20 thereafter, except that if any such date is a Saturday, Sunday or holiday, then the quarterly installment shall be paid on the next business day. Reporting Person may transfer the hypothetical investment account amount into an alternative investment account not based on the performance of Franklin Resources, Inc. stock effective as of the first day of any calendar quarter. Read SEC document |
| September 01, 2020 Filed Sep 3, 2020 20:03 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (DCP) · Derivative | 137.644 | $87.05 | $11,981.91 |
DisclosureSEC source: 0000075362-20-000169 · edgar.xml · derivative · entry 10 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,581.265 Underlying: COMMON STOCK · 137.644 shares Expires not disclosed F9 · security: Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) convertible to common stock on a one for one basis upon satisfaction of all applicable conditions F9 · derivative.exercise_price: Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) convertible to common stock on a one for one basis upon satisfaction of all applicable conditions F10 · kind: Dividend on share units held in deferred phantom stock account under DCP reinvested pursuant to DCP. F9 · derivative.exercise_date: Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) convertible to common stock on a one for one basis upon satisfaction of all applicable conditions F9 · derivative.expiration_date: Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) convertible to common stock on a one for one basis upon satisfaction of all applicable conditions Read SEC document |
| September 01, 2020 Filed Sep 3, 2020 20:03 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (DICP) · Derivative | 450.23 | $87.05 | $39,192.52 |
DisclosureSEC source: 0000075362-20-000169 · edgar.xml · derivative · entry 9 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,926.735 Underlying: COMMON STOCK · 450.23 shares Expires not disclosed F7 · security: Share units held in deferred phantom stock account under PACCAR Deferred Incentive Compensation Plan (DICP) convertible to common stock on a one for one basis upon satisfaction of all applicable conditions. F7 · derivative.exercise_price: Share units held in deferred phantom stock account under PACCAR Deferred Incentive Compensation Plan (DICP) convertible to common stock on a one for one basis upon satisfaction of all applicable conditions. F8 · kind: Dividend on share units held in deferred phantom stock account under DICP reinvested pursuant to DICP. F7 · derivative.exercise_date: Share units held in deferred phantom stock account under PACCAR Deferred Incentive Compensation Plan (DICP) convertible to common stock on a one for one basis upon satisfaction of all applicable conditions. F7 · derivative.expiration_date: Share units held in deferred phantom stock account under PACCAR Deferred Incentive Compensation Plan (DICP) convertible to common stock on a one for one basis upon satisfaction of all applicable conditions. Read SEC document |
| September 01, 2020 Filed Sep 3, 2020 20:03 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (LTIP) · Derivative | 180.652 | $87.05 | $15,725.76 |
DisclosureSEC source: 0000075362-20-000169 · edgar.xml · derivative · entry 8 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,323.602 Underlying: COMMON STOCK · 180.652 shares Expires not disclosed F5 · security: Share units held in deferred phantom stock account under LTIP convertible to common stock on a one for one basis upon satisfaction of all applicable conditions. F5 · derivative.exercise_price: Share units held in deferred phantom stock account under LTIP convertible to common stock on a one for one basis upon satisfaction of all applicable conditions. F6 · kind: Dividend on share units held in deferred phantom stock account under LTIP reinvested pursuant to LTIP. F5 · derivative.exercise_date: Share units held in deferred phantom stock account under LTIP convertible to common stock on a one for one basis upon satisfaction of all applicable conditions. F5 · derivative.expiration_date: Share units held in deferred phantom stock account under LTIP convertible to common stock on a one for one basis upon satisfaction of all applicable conditions. Read SEC document |
| September 01, 2020 Filed Sep 3, 2020 20:03 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 351.465 | $87.05 | $30,595.03 |
DisclosureSEC source: 0000075362-20-000169 · edgar.xml · nonDerivative · entry 3 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,104.36 F1 · security: Shares held in PACCAR Savings Investment Plan (SIP). F2 · kind: Dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP. F3 · balance_after: 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). Read SEC document |
| July 01, 2020 Filed Jul 2, 2020 20:31 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GrantDeferred Director's Fees (FRI) · Derivative | 1,720.2972 | $20.20 | $34,750.00 |
DisclosureSEC source: 0001127602-20-020917 · form4.xml · derivative · entry 1 PIGOTT MARK C · CIK 0001191930 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,296.2624 Underlying: Common Stock, par value $.10 · 1,720.2972 shares Expires 2039-01-20 F1 · derivative.exercise_price: Not applicable. F2 · derivative.exercise_date: Exercisable and expiration dates assume the director's separation from service from Franklin Resources, Inc. and its subsidiaries occurs in the February following the director's 75th birthday. See footnote below. F2 · derivative.expiration_date: Exercisable and expiration dates assume the director's separation from service from Franklin Resources, Inc. and its subsidiaries occurs in the February following the director's 75th birthday. See footnote below. F3 · ownership.direct: Represents a hypothetical investment account calculation of deferred Franklin Resources, Inc.'s director's fees, under the 2006 Directors Deferred Compensation Plan, based upon the performance of Franklin Resources, Inc.'s stock (including reinvested dividends) payable in cash in substantially equal quarterly installments over ten years beginning on the earlier of the January 20, April 20, July 20 or October 20 immediately following the director's separation from service from Franklin Resources, Inc. and its subsidiaries and continuing on each January 20, April 20, July 20 and October 20 thereafter, except that if any such date is a Saturday, Sunday or holiday, then the quarterly installment shall be paid on the next business day. Reporting Person may transfer the hypothetical investment account amount into an alternative investment account not based on the performance of Franklin Resources, Inc. stock effective as of the first day of any calendar quarter. Read SEC document |
| June 02, 2020 Filed Jun 4, 2020 23:31 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (DCP) · Derivative | 162.468 | $73.43 | $11,930.03 |
DisclosureSEC source: 0000075362-20-000138 · edgar.xml · derivative · entry 10 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,443.621 Underlying: COMMON STOCK · 162.468 shares Expires not disclosed F9 · security: Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) convertible to common stock on a one for one basis upon satisfaction of all applicable conditions F9 · derivative.exercise_price: Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) convertible to common stock on a one for one basis upon satisfaction of all applicable conditions F10 · kind: Dividend on share units held in deferred phantom stock account under DCP reinvested pursuant to DCP. F9 · derivative.exercise_date: Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) convertible to common stock on a one for one basis upon satisfaction of all applicable conditions F9 · derivative.expiration_date: Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) convertible to common stock on a one for one basis upon satisfaction of all applicable conditions Read SEC document |
| June 02, 2020 Filed Jun 4, 2020 23:31 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (DICP) · Derivative | 531.423 | $73.43 | $39,022.39 |
DisclosureSEC source: 0000075362-20-000138 · edgar.xml · derivative · entry 9 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,476.505 Underlying: COMMON STOCK · 531.423 shares Expires not disclosed F7 · security: Share units held in deferred phantom stock account under PACCAR Deferred Incentive Compensation Plan (DICP) convertible to common stock on a one for one basis upon satisfaction of all applicable conditions. F7 · derivative.exercise_price: Share units held in deferred phantom stock account under PACCAR Deferred Incentive Compensation Plan (DICP) convertible to common stock on a one for one basis upon satisfaction of all applicable conditions. F8 · kind: Dividend on share units held in deferred phantom stock account under DICP reinvested pursuant to DICP. F7 · derivative.exercise_date: Share units held in deferred phantom stock account under PACCAR Deferred Incentive Compensation Plan (DICP) convertible to common stock on a one for one basis upon satisfaction of all applicable conditions. F7 · derivative.expiration_date: Share units held in deferred phantom stock account under PACCAR Deferred Incentive Compensation Plan (DICP) convertible to common stock on a one for one basis upon satisfaction of all applicable conditions. Read SEC document |
| June 02, 2020 Filed Jun 4, 2020 23:31 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (LTIP) · Derivative | 213.231 | $73.43 | $15,657.55 |
DisclosureSEC source: 0000075362-20-000138 · edgar.xml · derivative · entry 8 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,142.95 Underlying: COMMON STOCK · 213.231 shares Expires not disclosed F5 · security: Share units held in deferred phantom stock account under LTIP convertible to common stock on a one for one basis upon satisfaction of all applicable conditions. F5 · derivative.exercise_price: Share units held in deferred phantom stock account under LTIP convertible to common stock on a one for one basis upon satisfaction of all applicable conditions. F6 · kind: Dividend on share units held in deferred phantom stock account under LTIP reinvested pursuant to LTIP. F5 · derivative.exercise_date: Share units held in deferred phantom stock account under LTIP convertible to common stock on a one for one basis upon satisfaction of all applicable conditions. F5 · derivative.expiration_date: Share units held in deferred phantom stock account under LTIP convertible to common stock on a one for one basis upon satisfaction of all applicable conditions. Read SEC document |
| June 02, 2020 Filed Jun 4, 2020 23:31 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 412.881 | $73.43 | $30,317.85 |
DisclosureSEC source: 0000075362-20-000138 · edgar.xml · nonDerivative · entry 3 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,707.192 F1 · security: Shares held in PACCAR Savings Investment Plan (SIP). F2 · kind: Dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP. F3 · balance_after: Balance reflects a pro-rata, fractional share adjustment made by the SIP that was exempt under Rules 16b-3(c) and 16b-3(d). Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 00:05 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GrantDeferred Director's Fees (FRI) · Derivative | 2,191.0467 | $15.86 | $34,750.00 |
DisclosureSEC source: 0001127602-20-012883 · form4.xml · derivative · entry 1 PIGOTT MARK C · CIK 0001191930 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,513.3779 Underlying: Common Stock, par value $.10 · 2,191.0467 shares Expires 2039-01-20 F1 · derivative.exercise_price: Not applicable. F2 · derivative.exercise_date: Exercisable and expiration dates assume the director's separation from service from Franklin Resources, Inc. and its subsidiaries occurs in the February following the director's 75th birthday. See footnote below. F2 · derivative.expiration_date: Exercisable and expiration dates assume the director's separation from service from Franklin Resources, Inc. and its subsidiaries occurs in the February following the director's 75th birthday. See footnote below. F3 · ownership.direct: Represents a hypothetical investment account calculation of deferred Franklin Resources, Inc.'s director's fees, under the 2006 Directors Deferred Compensation Plan, based upon the performance of Franklin Resources, Inc.'s stock (including reinvested dividends) payable in cash in substantially equal quarterly installments over ten years beginning on the earlier of the January 20, April 20, July 20 or October 20 immediately following the director's separation from service from Franklin Resources, Inc. and its subsidiaries and continuing on each January 20, April 20, July 20 and October 20 thereafter, except that if any such date is a Saturday, Sunday or holiday, then the quarterly installment shall be paid on the next business day. Reporting Person may transfer the hypothetical investment account amount into an alternative investment account not based on the performance of Franklin Resources, Inc. stock effective as of the first day of any calendar quarter. Read SEC document |
| March 03, 2020 Filed Mar 6, 2020 01:11 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (DCP) · Derivative | 175.777 | $67.55 | $11,873.74 |
DisclosureSEC source: 0000075362-20-000101 · edgar.xml · derivative · entry 10 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,281.153 Underlying: COMMON STOCK · 175.777 shares Expires not disclosed F9 · security: Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) convertible to common stock on a one for one basis upon satisfaction of all applicable conditions F9 · derivative.exercise_price: Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) convertible to common stock on a one for one basis upon satisfaction of all applicable conditions F10 · kind: Dividend on share units held in deferred phantom stock account under DCP reinvested pursuant to DCP. F9 · derivative.exercise_date: Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) convertible to common stock on a one for one basis upon satisfaction of all applicable conditions F9 · derivative.expiration_date: Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) convertible to common stock on a one for one basis upon satisfaction of all applicable conditions Read SEC document |
| March 03, 2020 Filed Mar 6, 2020 01:11 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (DICP) · Derivative | 574.959 | $67.55 | $38,838.48 |
DisclosureSEC source: 0000075362-20-000101 · edgar.xml · derivative · entry 9 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,945.082 Underlying: COMMON STOCK · 574.959 shares Expires not disclosed F7 · security: Share units held in deferred phantom stock account under PACCAR Deferred Incentive Compensation Plan (DICP) convertible to common stock on a one for one basis upon satisfaction of all applicable conditions. F7 · derivative.exercise_price: Share units held in deferred phantom stock account under PACCAR Deferred Incentive Compensation Plan (DICP) convertible to common stock on a one for one basis upon satisfaction of all applicable conditions. F8 · kind: Dividend on share units held in deferred phantom stock account under DICP reinvested pursuant to DICP. F7 · derivative.exercise_date: Share units held in deferred phantom stock account under PACCAR Deferred Incentive Compensation Plan (DICP) convertible to common stock on a one for one basis upon satisfaction of all applicable conditions. F7 · derivative.expiration_date: Share units held in deferred phantom stock account under PACCAR Deferred Incentive Compensation Plan (DICP) convertible to common stock on a one for one basis upon satisfaction of all applicable conditions. Read SEC document |
| March 03, 2020 Filed Mar 6, 2020 01:11 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (LTIP) · Derivative | 230.698 | $67.55 | $15,583.65 |
DisclosureSEC source: 0000075362-20-000101 · edgar.xml · derivative · entry 8 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,929.719 Underlying: COMMON STOCK · 230.698 shares Expires not disclosed F5 · security: Share units held in deferred phantom stock account under LTIP convertible to common stock on a one for one basis upon satisfaction of all applicable conditions. F5 · derivative.exercise_price: Share units held in deferred phantom stock account under LTIP convertible to common stock on a one for one basis upon satisfaction of all applicable conditions. F6 · kind: Dividend on share units held in deferred phantom stock account under LTIP reinvested pursuant to LTIP. F5 · derivative.exercise_date: Share units held in deferred phantom stock account under LTIP convertible to common stock on a one for one basis upon satisfaction of all applicable conditions. F5 · derivative.expiration_date: Share units held in deferred phantom stock account under LTIP convertible to common stock on a one for one basis upon satisfaction of all applicable conditions. Read SEC document |
| March 03, 2020 Filed Mar 6, 2020 01:11 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 432.916 | $67.55 | $29,243.48 |
DisclosureSEC source: 0000075362-20-000101 · edgar.xml · nonDerivative · entry 3 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,183.094 F1 · security: Shares held in PACCAR Savings Investment Plan (SIP). F2 · kind: Dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP. F3 · balance_after: 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). Read SEC document |
| February 15, 2020 Filed Feb 19, 2020 16:56 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GrantDeferred Director's Fees (FRI) · Derivative | 191.9386 | $26.05 | $5,000.00 |
DisclosureSEC source: 0001127602-20-006290 · form4.xml · derivative · entry 1 PIGOTT MARK C · CIK 0001191930 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,322.3312 Underlying: Common Stock, par value $.10 · 191.9386 shares Expires 2039-01-20 F1 · derivative.exercise_price: Not applicable. F2 · derivative.exercise_date: Exercisable and expiration dates assume the director's separation from service from Franklin Resources, Inc. and its subsidiaries occurs in the February following the director's 75th birthday. See footnote below. F2 · derivative.expiration_date: Exercisable and expiration dates assume the director's separation from service from Franklin Resources, Inc. and its subsidiaries occurs in the February following the director's 75th birthday. See footnote below. F3 · ownership.direct: Represents a hypothetical investment account calculation of deferred Franklin Resources, Inc.'s director's fees, under the 2006 Directors Deferred Compensation Plan, based upon the performance of Franklin Resources, Inc.'s stock (including reinvested dividends) payable in cash in substantially equal quarterly installments over ten years beginning on the earlier of the January 20, April 20, July 20 or October 20 immediately following the director's separation from service from Franklin Resources, Inc. and its subsidiaries and continuing on each January 20, April 20, July 20 and October 20 thereafter, except that if any such date is a Saturday, Sunday or holiday, then the quarterly installment shall be paid on the next business day. Reporting Person may transfer the hypothetical investment account amount into an alternative investment account not based on the performance of Franklin Resources, Inc. stock effective as of the first day of any calendar quarter. Read SEC document |
| February 11, 2020 Filed Feb 12, 2020 22:30 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GrantDeferred Director's Fees (FRI) · Derivative | 6,359.3005 | $25.16 | $160,000.00 |
DisclosureSEC source: 0001127602-20-005107 · form4.xml · derivative · entry 2 PIGOTT MARK C · CIK 0001191930 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,130.3926 Underlying: Common Stock, par value $.10 · 6,359.3005 shares Expires 2039-01-20 F1 · derivative.exercise_price: Not applicable. F2 · derivative.exercise_date: Exercisable and expiration dates assume the director's separation from service from Franklin Resources, Inc. and its subsidiaries occurs in the February following the director's 75th birthday. See footnote below. F2 · derivative.expiration_date: Exercisable and expiration dates assume the director's separation from service from Franklin Resources, Inc. and its subsidiaries occurs in the February following the director's 75th birthday. See footnote below. F3 · ownership.direct: Represents a hypothetical investment account calculation of deferred Franklin Resources, Inc.'s director's fees, under the 2006 Directors Deferred Compensation Plan, based upon the performance of Franklin Resources, Inc.'s stock (including reinvested dividends) payable in cash in substantially equal quarterly installments over ten years beginning on the earlier of the January 20, April 20, July 20 or October 20 immediately following the director's separation from service from Franklin Resources, Inc. and its subsidiaries and continuing on each January 20, April 20, July 20 and October 20 thereafter, except that if any such date is a Saturday, Sunday or holiday, then the quarterly installment shall be paid on the next business day. Reporting Person may transfer the hypothetical investment account amount into an alternative investment account not based on the performance of Franklin Resources, Inc. stock effective as of the first day of any calendar quarter. Read SEC document |
| February 10, 2020 Filed Feb 12, 2020 22:30 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GrantDeferred Director's Fees (FRI) · Derivative | 117.1876 | $25.60 | $3,000.00 |
DisclosureSEC source: 0001127602-20-005107 · form4.xml · derivative · entry 1 PIGOTT MARK C · CIK 0001191930 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,771.0921 Underlying: Common Stock, par value $.10 · 117.1876 shares Expires 2039-01-20 F1 · derivative.exercise_price: Not applicable. F2 · derivative.exercise_date: Exercisable and expiration dates assume the director's separation from service from Franklin Resources, Inc. and its subsidiaries occurs in the February following the director's 75th birthday. See footnote below. F2 · derivative.expiration_date: Exercisable and expiration dates assume the director's separation from service from Franklin Resources, Inc. and its subsidiaries occurs in the February following the director's 75th birthday. See footnote below. F3 · ownership.direct: Represents a hypothetical investment account calculation of deferred Franklin Resources, Inc.'s director's fees, under the 2006 Directors Deferred Compensation Plan, based upon the performance of Franklin Resources, Inc.'s stock (including reinvested dividends) payable in cash in substantially equal quarterly installments over ten years beginning on the earlier of the January 20, April 20, July 20 or October 20 immediately following the director's separation from service from Franklin Resources, Inc. and its subsidiaries and continuing on each January 20, April 20, July 20 and October 20 thereafter, except that if any such date is a Saturday, Sunday or holiday, then the quarterly installment shall be paid on the next business day. Reporting Person may transfer the hypothetical investment account amount into an alternative investment account not based on the performance of Franklin Resources, Inc. stock effective as of the first day of any calendar quarter. Read SEC document |
| January 22, 2020 Filed Jan 23, 2020 23:37 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GrantDeferred Director's Fees (FRI) · Derivative | 193.3488 | $25.86 | $5,000.00 |
DisclosureSEC source: 0001127602-20-002303 · form4.xml · derivative · entry 1 PIGOTT MARK C · CIK 0001191930 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,653.9045 Underlying: Common Stock, par value $.10 · 193.3488 shares Expires 2039-01-20 F1 · derivative.exercise_price: Not applicable. F2 · derivative.exercise_date: Exercisable and expiration dates assume the director's separation from service from Franklin Resources, Inc. and its subsidiaries occurs in the February following the director's 75th birthday. See footnote below. F2 · derivative.expiration_date: Exercisable and expiration dates assume the director's separation from service from Franklin Resources, Inc. and its subsidiaries occurs in the February following the director's 75th birthday. See footnote below. F3 · ownership.direct: Represents a hypothetical investment account calculation of deferred Franklin Resources, Inc.'s director's fees, under the 2006 Directors Deferred Compensation Plan, based upon the performance of Franklin Resources, Inc.'s stock (including reinvested dividends) payable in cash in substantially equal quarterly installments over ten years beginning on the earlier of the January 20, April 20, July 20 or October 20 immediately following the director's separation from service from Franklin Resources, Inc. and its subsidiaries and continuing on each January 20, April 20, July 20 and October 20 thereafter, except that if any such date is a Saturday, Sunday or holiday, then the quarterly installment shall be paid on the next business day. Reporting Person may transfer the hypothetical investment account amount into an alternative investment account not based on the performance of Franklin Resources, Inc. stock effective as of the first day of any calendar quarter. Read SEC document |
| January 08, 2020 Filed Jan 9, 2020 22:49 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (DCP) · Derivative | 1,050.238 | $78.96 | $82,926.79 |
DisclosureSEC source: 0000075362-20-000037 · edgar.xml · derivative · entry 10 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,105.376 Underlying: COMMON STOCK · 1,050.238 shares Expires not disclosed F8 · security: Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) convertible to common stock on a one for one basis upon satisfaction of all applicable conditions F8 · derivative.exercise_price: Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) convertible to common stock on a one for one basis upon satisfaction of all applicable conditions F9 · kind: Dividend on share units held in deferred phantom stock account under DCP reinvested pursuant to DCP. F8 · derivative.exercise_date: Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) convertible to common stock on a one for one basis upon satisfaction of all applicable conditions F8 · derivative.expiration_date: Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) convertible to common stock on a one for one basis upon satisfaction of all applicable conditions Read SEC document |
| January 08, 2020 Filed Jan 9, 2020 22:49 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (DICP) · Derivative | 3,435.286 | $78.96 | $271,250.18 |
DisclosureSEC source: 0000075362-20-000037 · edgar.xml · derivative · entry 9 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,370.123 Underlying: COMMON STOCK · 3,435.286 shares Expires not disclosed F6 · security: Share units held in deferred phantom stock account under PACCAR Deferred Incentive Compensation Plan (DICP) convertible to common stock on a one for one basis upon satisfaction of all applicable conditions. F6 · derivative.exercise_price: Share units held in deferred phantom stock account under PACCAR Deferred Incentive Compensation Plan (DICP) convertible to common stock on a one for one basis upon satisfaction of all applicable conditions. F7 · kind: Dividend on share units held in deferred phantom stock account under DICP reinvested pursuant to DICP. F6 · derivative.exercise_date: Share units held in deferred phantom stock account under PACCAR Deferred Incentive Compensation Plan (DICP) convertible to common stock on a one for one basis upon satisfaction of all applicable conditions. F6 · derivative.expiration_date: Share units held in deferred phantom stock account under PACCAR Deferred Incentive Compensation Plan (DICP) convertible to common stock on a one for one basis upon satisfaction of all applicable conditions. Read SEC document |
| January 08, 2020 Filed Jan 9, 2020 22:49 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (LTIP) · Derivative | 1,378.387 | $78.96 | $108,837.44 |
DisclosureSEC source: 0000075362-20-000037 · edgar.xml · derivative · entry 8 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,699.021 Underlying: COMMON STOCK · 1,378.387 shares Expires not disclosed F4 · security: Share units held in deferred phantom stock account under LTIP convertible to common stock on a one for one basis upon satisfaction of all applicable conditions. F4 · derivative.exercise_price: Share units held in deferred phantom stock account under LTIP convertible to common stock on a one for one basis upon satisfaction of all applicable conditions. F5 · kind: Dividend on share units held in deferred phantom stock account under LTIP reinvested pursuant to LTIP. F4 · derivative.exercise_date: Share units held in deferred phantom stock account under LTIP convertible to common stock on a one for one basis upon satisfaction of all applicable conditions. F4 · derivative.expiration_date: Share units held in deferred phantom stock account under LTIP convertible to common stock on a one for one basis upon satisfaction of all applicable conditions. Read SEC document |
| January 08, 2020 Filed Jan 9, 2020 22:49 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 2,654.832 | $78.96 | $209,625.53 |
DisclosureSEC source: 0000075362-20-000037 · edgar.xml · nonDerivative · entry 3 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,699.768 F1 · security: Shares held in PACCAR Savings Investment Plan (SIP). F2 · kind: Dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP. Read SEC document |
| January 02, 2020 Filed Jan 3, 2020 19:18 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GrantDeferred Director's Fees (FRI) · Derivative | 927.3721 | $25.61 | $23,750.00 |
DisclosureSEC source: 0001127602-20-000479 · form4.xml · derivative · entry 1 PIGOTT MARK C · CIK 0001191930 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,867.6748 Underlying: Common Stock, par value $.10 · 927.3721 shares Expires 2039-01-20 F1 · derivative.exercise_price: Not applicable. F2 · derivative.exercise_date: Exercisable and expiration dates assume the director's separation from service from Franklin Resources, Inc. and its subsidiaries occurs in the February following the director's 75th birthday. See footnote below. F2 · derivative.expiration_date: Exercisable and expiration dates assume the director's separation from service from Franklin Resources, Inc. and its subsidiaries occurs in the February following the director's 75th birthday. See footnote below. F3 · ownership.direct: Represents a hypothetical investment account calculation of deferred Franklin Resources, Inc.'s director's fees, under the 2006 Directors Deferred Compensation Plan, based upon the performance of Franklin Resources, Inc.'s stock (including reinvested dividends) payable in cash in substantially equal quarterly installments over ten years beginning on the earlier of the January 20, April 20, July 20 or October 20 immediately following the director's separation from service from Franklin Resources, Inc. and its subsidiaries and continuing on each January 20, April 20, July 20 and October 20 thereafter, except that if any such date is a Saturday, Sunday or holiday, then the quarterly installment shall be paid on the next business day. Reporting Person may transfer the hypothetical investment account amount into an alternative investment account not based on the performance of Franklin Resources, Inc. stock effective as of the first day of any calendar quarter. Read SEC document |
| December 10, 2019 Filed Dec 11, 2019 18:16 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GrantDeferred Director's Fees (FRI) · Derivative | 58.0495 | $25.84 | $1,500.00 |
DisclosureSEC source: 0001127602-19-034746 · form4.xml · derivative · entry 2 PIGOTT MARK C · CIK 0001191930 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,435.2496 Underlying: Common Stock, par value $.10 · 58.0495 shares Expires 2039-01-20 F1 · derivative.exercise_price: Not applicable. F2 · derivative.exercise_date: Exercisable and expiration dates assume the director's separation from service from Franklin Resources, Inc. and its subsidiaries occurs in the February following the director's 75th birthday. See footnote below. F2 · derivative.expiration_date: Exercisable and expiration dates assume the director's separation from service from Franklin Resources, Inc. and its subsidiaries occurs in the February following the director's 75th birthday. See footnote below. F3 · ownership.direct: Represents a hypothetical investment account calculation of deferred Franklin Resources, Inc.'s director's fees, under the 2006 Directors Deferred Compensation Plan, based upon the performance of Franklin Resources, Inc.'s stock (including reinvested dividends) payable in cash in substantially equal quarterly installments over ten years beginning on the earlier of the January 20, April 20, July 20 or October 20 immediately following the director's separation from service from Franklin Resources, Inc. and its subsidiaries and continuing on each January 20, April 20, July 20 and October 20 thereafter, except that if any such date is a Saturday, Sunday or holiday, then the quarterly installment shall be paid on the next business day. Reporting Person may transfer the hypothetical investment account amount into an alternative investment account not based on the performance of Franklin Resources, Inc. stock effective as of the first day of any calendar quarter. Read SEC document |
| December 09, 2019 Filed Dec 11, 2019 18:16 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GrantDeferred Director's Fees (FRI) · Derivative | 111.0288 | $27.02 | $3,000.00 |
DisclosureSEC source: 0001127602-19-034746 · form4.xml · derivative · entry 1 PIGOTT MARK C · CIK 0001191930 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,377.2001 Underlying: Common Stock, par value $.10 · 111.0288 shares Expires 2039-01-20 F1 · derivative.exercise_price: Not applicable. F2 · derivative.exercise_date: Exercisable and expiration dates assume the director's separation from service from Franklin Resources, Inc. and its subsidiaries occurs in the February following the director's 75th birthday. See footnote below. F2 · derivative.expiration_date: Exercisable and expiration dates assume the director's separation from service from Franklin Resources, Inc. and its subsidiaries occurs in the February following the director's 75th birthday. See footnote below. F3 · ownership.direct: Represents a hypothetical investment account calculation of deferred Franklin Resources, Inc.'s director's fees, under the 2006 Directors Deferred Compensation Plan, based upon the performance of Franklin Resources, Inc.'s stock (including reinvested dividends) payable in cash in substantially equal quarterly installments over ten years beginning on the earlier of the January 20, April 20, July 20 or October 20 immediately following the director's separation from service from Franklin Resources, Inc. and its subsidiaries and continuing on each January 20, April 20, July 20 and October 20 thereafter, except that if any such date is a Saturday, Sunday or holiday, then the quarterly installment shall be paid on the next business day. Reporting Person may transfer the hypothetical investment account amount into an alternative investment account not based on the performance of Franklin Resources, Inc. stock effective as of the first day of any calendar quarter. Read SEC document |
| December 03, 2019 Filed Dec 6, 2019 01:27 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (DCP) · Derivative | 143.486 | $80.09 | $11,491.79 |
DisclosureSEC source: 0000075362-19-000221 · edgar.xml · derivative · entry 10 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,055.138 Underlying: COMMON STOCK · 143.486 shares Expires not disclosed F8 · security: Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) convertible to common stock on a one for one basis upon satisfaction of all applicable conditions F8 · derivative.exercise_price: Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) convertible to common stock on a one for one basis upon satisfaction of all applicable conditions F9 · kind: Dividend on share units held in deferred phantom stock account under DCP reinvested pursuant to DCP. F8 · derivative.exercise_date: Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) convertible to common stock on a one for one basis upon satisfaction of all applicable conditions F8 · derivative.expiration_date: Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) convertible to common stock on a one for one basis upon satisfaction of all applicable conditions Read SEC document |
| December 03, 2019 Filed Dec 6, 2019 01:27 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (DICP) · Derivative | 469.334 | $80.09 | $37,588.96 |
DisclosureSEC source: 0000075362-19-000221 · edgar.xml · derivative · entry 9 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,934.837 Underlying: COMMON STOCK · 469.334 shares Expires not disclosed F6 · security: Share units held in deferred phantom stock account under PACCAR Deferred Incentive Compensation Plan (DICP) convertible to common stock on a one for one basis upon satisfaction of all applicable conditions. F6 · derivative.exercise_price: Share units held in deferred phantom stock account under PACCAR Deferred Incentive Compensation Plan (DICP) convertible to common stock on a one for one basis upon satisfaction of all applicable conditions. F7 · kind: Dividend on share units held in deferred phantom stock account under DICP reinvested pursuant to DICP. F6 · derivative.exercise_date: Share units held in deferred phantom stock account under PACCAR Deferred Incentive Compensation Plan (DICP) convertible to common stock on a one for one basis upon satisfaction of all applicable conditions. F6 · derivative.expiration_date: Share units held in deferred phantom stock account under PACCAR Deferred Incentive Compensation Plan (DICP) convertible to common stock on a one for one basis upon satisfaction of all applicable conditions. Read SEC document |
| December 03, 2019 Filed Dec 6, 2019 01:27 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (LTIP) · Derivative | 188.317 | $80.09 | $15,082.31 |
DisclosureSEC source: 0000075362-19-000221 · edgar.xml · derivative · entry 8 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,320.634 Underlying: COMMON STOCK · 188.317 shares Expires not disclosed F4 · security: Share units held in deferred phantom stock account under LTIP convertible to common stock on a one for one basis upon satisfaction of all applicable conditions. F4 · derivative.exercise_price: Share units held in deferred phantom stock account under LTIP convertible to common stock on a one for one basis upon satisfaction of all applicable conditions. F5 · kind: Dividend on share units held in deferred phantom stock account under LTIP reinvested pursuant to LTIP. F4 · derivative.exercise_date: Share units held in deferred phantom stock account under LTIP convertible to common stock on a one for one basis upon satisfaction of all applicable conditions. F4 · derivative.expiration_date: Share units held in deferred phantom stock account under LTIP convertible to common stock on a one for one basis upon satisfaction of all applicable conditions. Read SEC document |
| December 03, 2019 Filed Dec 6, 2019 01:27 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 363.047 | $80.09 | $29,076.43 |
DisclosureSEC source: 0000075362-19-000221 · edgar.xml · nonDerivative · entry 3 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,044.936 F1 · security: Shares held in PACCAR Savings Investment Plan (SIP). F2 · kind: Dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP. Read SEC document |
| November 20, 2019 Filed Nov 21, 2019 23:23 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GrantDeferred Director's Fees (FRI) · Derivative | 182.9491 | $27.33 | $5,000.00 |
DisclosureSEC source: 0001127602-19-033517 · form4.xml · derivative · entry 1 PIGOTT MARK C · CIK 0001191930 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,266.1713 Underlying: Common Stock, par value $.10 · 182.9491 shares Expires 2039-01-20 F1 · derivative.exercise_price: Not applicable. F2 · derivative.exercise_date: Exercisable and expiration dates assume the director's separation from service from Franklin Resources, Inc. and its subsidiaries occurs in the February following the director's 75th birthday. See footnote below. F2 · derivative.expiration_date: Exercisable and expiration dates assume the director's separation from service from Franklin Resources, Inc. and its subsidiaries occurs in the February following the director's 75th birthday. See footnote below. F3 · ownership.direct: Represents a hypothetical investment account calculation of deferred Franklin Resources, Inc.'s director's fees, under the 2006 Directors Deferred Compensation Plan, based upon the performance of Franklin Resources, Inc.'s stock (including reinvested dividends) payable in cash in substantially equal quarterly installments over ten years beginning on the earlier of the January 20, April 20, July 20 or October 20 immediately following the director's separation from service from Franklin Resources, Inc. and its subsidiaries and continuing on each January 20, April 20, July 20 and October 20 thereafter, except that if any such date is a Saturday, Sunday or holiday, then the quarterly installment shall be paid on the next business day. Reporting Person may transfer the hypothetical investment account amount into an alternative investment account not based on the performance of Franklin Resources, Inc. stock effective as of the first day of any calendar quarter. Read SEC document |
| November 01, 2019 Filed Nov 5, 2019 00:52 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GrantDeferred Director's Fees (FRI) · Derivative | 53.4759 | $28.05 | $1,500.00 |
DisclosureSEC source: 0001127602-19-031752 · form4.xml · derivative · entry 1 PIGOTT MARK C · CIK 0001191930 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,083.2222 Underlying: Common Stock, par value $.10 · 53.4759 shares Expires 2039-01-20 F1 · derivative.exercise_price: Not applicable. F2 · derivative.exercise_date: Exercisable and expiration dates assume the director's separation from service from Franklin Resources, Inc. and its subsidiaries occurs in the February following the director's 75th birthday. See footnote below. F2 · derivative.expiration_date: Exercisable and expiration dates assume the director's separation from service from Franklin Resources, Inc. and its subsidiaries occurs in the February following the director's 75th birthday. See footnote below. F3 · ownership.direct: Represents a hypothetical investment account calculation of deferred Franklin Resources, Inc.'s director's fees, under the 2006 Directors Deferred Compensation Plan, based upon the performance of Franklin Resources, Inc.'s stock (including reinvested dividends) payable in cash in substantially equal quarterly installments over ten years beginning on the earlier of the January 20, April 20, July 20 or October 20 immediately following the director's separation from service from Franklin Resources, Inc. and its subsidiaries and continuing on each January 20, April 20, July 20 and October 20 thereafter, except that if any such date is a Saturday, Sunday or holiday, then the quarterly installment shall be paid on the next business day. Reporting Person may transfer the hypothetical investment account amount into an alternative investment account not based on the performance of Franklin Resources, Inc. stock effective as of the first day of any calendar quarter. Read SEC document |
| October 30, 2019 Filed Nov 1, 2019 20:44 UTC | PACCAR INC PCAR · Entity 2226 | Exercise / conversionSTOCK OPTION · Derivative | 134,492 | $0.00 Strike: $36.12 | $0.00 |
DisclosureSEC source: 0000075362-19-000195 · edgar.xml · derivative · entry 4 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: COMMON STOCK · 134,492 shares Expires 2020-02-02 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. F2 · security: Option to buy awarded under PACCAR Long Term Incentive Plan (LTIP). F2 · price: Option to buy awarded under PACCAR Long Term Incentive Plan (LTIP). Read SEC document |
| October 30, 2019 Filed Nov 1, 2019 20:44 UTC | PACCAR INC PCAR · Entity 2226 | Exercise / conversionCOMMON STOCK | 134,492 | $36.12 | $4,857,851.04 |
DisclosureSEC source: 0000075362-19-000195 · edgar.xml · nonDerivative · entry 1 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,020,937 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.