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 |
|---|---|---|---|---|---|---|
| October 20, 2019 Filed Oct 22, 2019 19:31 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GrantDeferred Director's Fees (FRI) · Derivative | 109.3694 | $27.43 | $3,000.00 |
DisclosureSEC source: 0001127602-19-030921 · form4.xml · derivative · entry 1 PIGOTT MARK C · CIK 0001191930 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,029.7463 Underlying: Common Stock, par value $.10 · 109.3694 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 01, 2019 Filed Oct 2, 2019 17:19 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GrantDeferred Director's Fees (FRI) · Derivative | 850.9495 | $27.91 | $23,750.00 |
DisclosureSEC source: 0001127602-19-029597 · form4.xml · derivative · entry 1 PIGOTT MARK C · CIK 0001191930 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,920.3769 Underlying: Common Stock, par value $.10 · 850.9495 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 11, 2019 Filed Sep 12, 2019 19:34 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GrantDeferred Director's Fees (FRI) · Derivative | 50.882 | $29.48 | $1,500.00 |
DisclosureSEC source: 0001127602-19-028241 · form4.xml · derivative · entry 1 PIGOTT MARK C · CIK 0001191930 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,069.4274 Underlying: Common Stock, par value $.10 · 50.882 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 04, 2019 Filed Sep 6, 2019 22:57 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (DCP) · Derivative | 174.7 | $65.46 | $11,435.86 |
DisclosureSEC source: 0000075362-19-000177 · edgar.xml · derivative · entry 11 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,911.652 Underlying: COMMON STOCK · 174.7 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 04, 2019 Filed Sep 6, 2019 22:57 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (DICP) · Derivative | 571.434 | $65.46 | $37,406.07 |
DisclosureSEC source: 0000075362-19-000177 · edgar.xml · derivative · entry 10 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,465.503 Underlying: COMMON STOCK · 571.434 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 04, 2019 Filed Sep 6, 2019 22:57 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (LTIP) · Derivative | 229.285 | $65.46 | $15,009.00 |
DisclosureSEC source: 0000075362-19-000177 · edgar.xml · derivative · entry 9 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,132.317 Underlying: COMMON STOCK · 229.285 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 04, 2019 Filed Sep 6, 2019 22:57 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 422.79 | $65.46 | $27,675.83 |
DisclosureSEC source: 0000075362-19-000177 · edgar.xml · nonDerivative · entry 3 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,681.889 F1 · security: Shares held in PACCAR Savings Investment Plan (SIP). F2 · kind: Dividend on 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, 2019 Filed Jul 1, 2019 22:56 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GrantDeferred Director's Fees (FRI) · Derivative | 678.5714 | $35.00 | $23,750.00 |
DisclosureSEC source: 0001127602-19-023294 · form4.xml · derivative · entry 1 PIGOTT MARK C · CIK 0001191930 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,634.6696 Underlying: Common Stock, par value $.10 · 678.5714 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 11, 2019 Filed Jun 12, 2019 21:58 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GrantDeferred Director's Fees (FRI) · Derivative | 89.9012 | $33.37 | $3,000.00 |
DisclosureSEC source: 0001127602-19-021482 · form4.xml · derivative · entry 1 PIGOTT MARK C · CIK 0001191930 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,956.0982 Underlying: Common Stock, par value $.10 · 89.9012 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 04, 2019 Filed Jun 6, 2019 23:24 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (DCP) · Derivative | 165.881 | $68.62 | $11,382.75 |
DisclosureSEC source: 0000075362-19-000140 · edgar.xml · derivative · entry 11 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,736.952 Underlying: COMMON STOCK · 165.881 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 04, 2019 Filed Jun 6, 2019 23:24 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (DICP) · Derivative | 542.589 | $68.62 | $37,232.46 |
DisclosureSEC source: 0000075362-19-000140 · edgar.xml · derivative · entry 10 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,894.069 Underlying: COMMON STOCK · 542.589 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 04, 2019 Filed Jun 6, 2019 23:24 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (LTIP) · Derivative | 217.71 | $68.62 | $14,939.26 |
DisclosureSEC source: 0000075362-19-000140 · edgar.xml · derivative · entry 9 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,903.032 Underlying: COMMON STOCK · 217.71 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 04, 2019 Filed Jun 6, 2019 23:24 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 422.417 | $68.62 | $28,986.25 |
DisclosureSEC source: 0000075362-19-000140 · edgar.xml · nonDerivative · entry 3 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,191.02 F1 · security: Shares held in PACCAR Savings Investment Plan (SIP). F2 · kind: Dividend on 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 |
| April 02, 2019 Filed Apr 3, 2019 17:39 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GrantDeferred Director's Fees (FRI) · Derivative | 88.3132 | $33.97 | $3,000.00 |
DisclosureSEC source: 0001127602-19-014443 · form4.xml · derivative · entry 2 PIGOTT MARK C · CIK 0001191930 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,494.4319 Underlying: Common Stock, par value $.10 · 88.3132 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 |
| April 01, 2019 Filed Apr 3, 2019 17:39 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GrantDeferred Director's Fees (FRI) · Derivative | 703.0787 | $33.78 | $23,750.00 |
DisclosureSEC source: 0001127602-19-014443 · form4.xml · derivative · entry 1 PIGOTT MARK C · CIK 0001191930 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,406.1187 Underlying: Common Stock, par value $.10 · 703.0787 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 05, 2019 Filed Mar 7, 2019 22:35 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (DCP) · Derivative | 167.123 | $67.79 | $11,329.27 |
DisclosureSEC source: 0000075362-19-000104 · edgar.xml · derivative · entry 11 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,571.071 Underlying: COMMON STOCK · 167.123 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 05, 2019 Filed Mar 7, 2019 22:35 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (DICP) · Derivative | 546.652 | $67.79 | $37,057.54 |
DisclosureSEC source: 0000075362-19-000104 · edgar.xml · derivative · entry 10 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,351.48 Underlying: COMMON STOCK · 546.652 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 05, 2019 Filed Mar 7, 2019 22:35 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (LTIP) · Derivative | 219.341 | $67.79 | $14,869.13 |
DisclosureSEC source: 0000075362-19-000104 · edgar.xml · derivative · entry 9 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,685.322 Underlying: COMMON STOCK · 219.341 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 05, 2019 Filed Mar 7, 2019 22:35 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 421.518 | $67.79 | $28,574.71 |
DisclosureSEC source: 0000075362-19-000104 · edgar.xml · nonDerivative · entry 3 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,670.76 F1 · security: Shares held in PACCAR Savings Investment Plan (SIP). F2 · kind: Dividend on 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 12, 2019 Filed Feb 13, 2019 22:10 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GrantDeferred Director's Fees (FRI) · Derivative | 4,654.8957 | $31.15 | $145,000.00 |
DisclosureSEC source: 0001127602-19-005711 · form4.xml · derivative · entry 2 PIGOTT MARK C · CIK 0001191930 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,703.04 Underlying: Common Stock, par value $.10 · 4,654.8957 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, 2019 Filed Feb 13, 2019 22:10 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GrantDeferred Director's Fees (FRI) · Derivative | 98.1996 | $30.55 | $3,000.00 |
DisclosureSEC source: 0001127602-19-005711 · form4.xml · derivative · entry 1 PIGOTT MARK C · CIK 0001191930 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,048.1443 Underlying: Common Stock, par value $.10 · 98.1996 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 04, 2019 Filed Jan 9, 2019 00:01 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (DCP) · Derivative | 1,160.215 | $59.03 | $68,487.49 |
DisclosureSEC source: 0000075362-19-000029 · edgar.xml · derivative · entry 11 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,403.948 Underlying: COMMON STOCK · 1,160.215 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 04, 2019 Filed Jan 9, 2019 00:01 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (DICP) · Derivative | 3,795.013 | $59.03 | $224,019.62 |
DisclosureSEC source: 0000075362-19-000029 · edgar.xml · derivative · entry 10 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,804.828 Underlying: COMMON STOCK · 3,795.013 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 04, 2019 Filed Jan 9, 2019 00:01 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (LTIP) · Derivative | 1,522.726 | $59.03 | $89,886.52 |
DisclosureSEC source: 0000075362-19-000029 · edgar.xml · derivative · entry 9 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,465.981 Underlying: COMMON STOCK · 1,522.726 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 04, 2019 Filed Jan 9, 2019 00:01 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 2,946.968 | $58.53 | $172,486.04 |
DisclosureSEC source: 0000075362-19-000029 · edgar.xml · nonDerivative · entry 3 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,189.42 F1 · security: Shares held in PACCAR Savings Investment Plan (SIP). F2 · kind: January 4, 2019 dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP. Read SEC document |
| January 02, 2019 Filed Jan 3, 2019 20:06 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GrantDeferred Director's Fees (FRI) · Derivative | 795.6449 | $29.85 | $23,750.00 |
DisclosureSEC source: 0001127602-19-000579 · form4.xml · derivative · entry 1 PIGOTT MARK C · CIK 0001191930 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,566.1554 Underlying: Common Stock, par value $.10 · 795.6449 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, 2018 Filed Dec 11, 2018 20:07 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GrantDeferred Director's Fees (FRI) · Derivative | 93.6038 | $32.05 | $3,000.00 |
DisclosureSEC source: 0001127602-18-035798 · form4.xml · derivative · entry 1 PIGOTT MARK C · CIK 0001191930 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,770.5105 Underlying: Common Stock, par value $.10 · 93.6038 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 04, 2018 Filed Dec 6, 2018 23:52 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (DCP) · Derivative | 160.877 | $59.32 | $9,543.22 |
DisclosureSEC source: 0000075362-18-000182 · edgar.xml · derivative · entry 11 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,243.733 Underlying: COMMON STOCK · 160.877 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 04, 2018 Filed Dec 6, 2018 23:52 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (DICP) · Derivative | 526.221 | $59.32 | $31,215.43 |
DisclosureSEC source: 0000075362-18-000182 · edgar.xml · derivative · entry 10 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,009.815 Underlying: COMMON STOCK · 526.221 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 04, 2018 Filed Dec 6, 2018 23:52 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (LTIP) · Derivative | 211.142 | $59.32 | $12,524.94 |
DisclosureSEC source: 0000075362-18-000182 · edgar.xml · derivative · entry 9 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,943.255 Underlying: COMMON STOCK · 211.142 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 04, 2018 Filed Dec 6, 2018 23:52 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 399.917 | $59.32 | $23,723.08 |
DisclosureSEC source: 0000075362-18-000182 · edgar.xml · nonDerivative · entry 3 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,242.454 F1 · security: Shares held in PACCAR Savings Investment Plan (SIP). F2 · kind: December 4, 2018 dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP. Read SEC document |
| November 07, 2018 Filed Nov 9, 2018 21:38 UTC | PACCAR INC PCAR · Entity 2226 | Exercise / conversionSTOCK OPTION · Derivative | 194,004 | $0.00 Strike: $30.81 | $0.00 |
DisclosureSEC source: 0000075362-18-000157 · edgar.xml · derivative · entry 6 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: COMMON STOCK · 194,004 shares Expires 2019-02-06 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. 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 07, 2018 Filed Nov 9, 2018 21:38 UTC | PACCAR INC PCAR · Entity 2226 | SaleCOMMON STOCK | 14,159 | $59.64 | $844,493.73 |
DisclosureSEC source: 0000075362-18-000157 · edgar.xml · nonDerivative · entry 3 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,886,445 F2 · price: The price shown is a weighted average sale price for shares sold in multiple transactions; the sale prices ranged from 59.32 to 59.83 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 07, 2018 Filed Nov 9, 2018 21:38 UTC | PACCAR INC PCAR · Entity 2226 | SaleCOMMON STOCK | 179,845 | $58.78 | $10,571,217.16 |
DisclosureSEC source: 0000075362-18-000157 · edgar.xml · nonDerivative · entry 2 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,900,604 F1 · price: The price shown is a weighted average sale price for shares sold in multiple transactions; the sale prices ranged from 58.27 to 59.26 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 07, 2018 Filed Nov 9, 2018 21:38 UTC | PACCAR INC PCAR · Entity 2226 | Exercise / conversionCOMMON STOCK | 194,004 | $30.81 | $5,977,263.24 |
DisclosureSEC source: 0000075362-18-000157 · edgar.xml · nonDerivative · entry 1 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,080,449 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 |
| November 02, 2018 Filed Nov 2, 2018 22:43 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GrantDeferred Director's Fees (FRI) · Derivative | 48.8599 | $30.70 | $1,500.00 |
DisclosureSEC source: 0001127602-18-032021 · form4.xml · derivative · entry 1 PIGOTT MARK C · CIK 0001191930 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,676.9067 Underlying: Common Stock, par value $.10 · 48.8599 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 22, 2018 Filed Oct 23, 2018 19:29 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GrantDeferred Director's Fees (FRI) · Derivative | 103.3058 | $29.04 | $3,000.00 |
DisclosureSEC source: 0001127602-18-030818 · form4.xml · derivative · entry 1 PIGOTT MARK C · CIK 0001191930 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,628.0468 Underlying: Common Stock, par value $.10 · 103.3058 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 01, 2018 Filed Oct 2, 2018 18:26 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GrantDeferred Director's Fees (FRI) · Derivative | 778.9439 | $30.49 | $23,750.00 |
DisclosureSEC source: 0001127602-18-028951 · form4.xml · derivative · entry 1 PIGOTT MARK C · CIK 0001191930 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,175.0178 Underlying: Common Stock, par value $.10 · 778.9439 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 12, 2018 Filed Sep 13, 2018 17:12 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GrantDeferred Director's Fees (FRI) · Derivative | 47.8622 | $31.34 | $1,500.00 |
DisclosureSEC source: 0001127602-18-027499 · form4.xml · derivative · entry 1 PIGOTT MARK C · CIK 0001191930 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,396.0739 Underlying: Common Stock, par value $.10 · 47.8622 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 05, 2018 Filed Sep 7, 2018 18:43 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (DCP) · Derivative | 135.963 | $69.91 | $9,505.17 |
DisclosureSEC source: 0000075362-18-000140 · edgar.xml · derivative · entry 12 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,082.856 Underlying: COMMON STOCK · 135.963 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 05, 2018 Filed Sep 7, 2018 18:43 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (DICP) · Derivative | 444.727 | $69.91 | $31,090.86 |
DisclosureSEC source: 0000075362-18-000140 · edgar.xml · derivative · entry 11 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,483.594 Underlying: COMMON STOCK · 444.727 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 05, 2018 Filed Sep 7, 2018 18:43 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (LTIP) · Derivative | 178.444 | $69.91 | $12,475.02 |
DisclosureSEC source: 0000075362-18-000140 · edgar.xml · derivative · entry 10 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,732.113 Underlying: COMMON STOCK · 178.444 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 05, 2018 Filed Sep 7, 2018 18:43 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 346.775 | $69.91 | $24,243.04 |
DisclosureSEC source: 0000075362-18-000140 · edgar.xml · nonDerivative · entry 3 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,842.537 F1 · security: Shares held in PACCAR Savings Investment Plan (SIP). F2 · kind: September 5, 2018 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 02, 2018 Filed Jul 3, 2018 18:05 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GrantDeferred Director's Fees (FRI) · Derivative | 751.3445 | $31.61 | $23,750.00 |
DisclosureSEC source: 0001127602-18-022517 · form4.xml · derivative · entry 1 PIGOTT MARK C · CIK 0001191930 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,047.3125 Underlying: Common Stock, par value $.10 · 751.3445 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 25, 2018 Filed Jul 30, 2018 18:11 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK | 1,308,892 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000075362-18-000125 · edgar.xml · nonDerivative · entry 2 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · EASCLIFFE COMPANY Disclosed balance after: 0 F1 · kind: The Eascliffe Company redeemed all of the shares held by the Reporting Person, who is no longer a shareholder of Eascliffe Company. F1 · price: The Eascliffe Company redeemed all of the shares held by the Reporting Person, who is no longer a shareholder of Eascliffe Company. Read SEC document |
| June 11, 2018 Filed Jun 12, 2018 21:29 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GrantDeferred Director's Fees (FRI) · Derivative | 87.4636 | $34.30 | $3,000.00 |
DisclosureSEC source: 0001127602-18-020726 · form4.xml · derivative · entry 1 PIGOTT MARK C · CIK 0001191930 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,295.968 Underlying: Common Stock, par value $.10 · 87.4636 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 05, 2018 Filed Jun 7, 2018 23:30 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (DCP) · Derivative | 146.934 | $64.41 | $9,464.02 |
DisclosureSEC source: 0000075362-18-000108 · edgar.xml · derivative · entry 13 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,946.893 Underlying: COMMON STOCK · 146.934 shares Expires not disclosed F10 · 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 F10 · 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 F11 · kind: Dividend on share units held in deferred phantom stock account under DCP reinvested pursuant to DCP. F10 · 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 F10 · 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 05, 2018 Filed Jun 7, 2018 23:30 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (DICP) · Derivative | 480.613 | $64.41 | $30,956.28 |
DisclosureSEC source: 0000075362-18-000108 · edgar.xml · derivative · entry 12 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,038.867 Underlying: COMMON STOCK · 480.613 shares Expires not disclosed F8 · 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. F8 · 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. F9 · kind: Dividend on share units held in deferred phantom stock account under DICP reinvested pursuant to DICP. F8 · 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. F8 · 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 05, 2018 Filed Jun 7, 2018 23:30 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (LTIP) · Derivative | 192.844 | $64.41 | $12,421.08 |
DisclosureSEC source: 0000075362-18-000108 · edgar.xml · derivative · entry 11 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,553.669 Underlying: COMMON STOCK · 192.844 shares Expires not disclosed F6 · 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. F6 · 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. F7 · kind: Dividend on share units held in deferred phantom stock account under LTIP reinvested pursuant to LTIP. F6 · 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. F6 · 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 05, 2018 Filed Jun 7, 2018 23:30 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 371.128 | $64.16 | $23,811.57 |
DisclosureSEC source: 0000075362-18-000108 · edgar.xml · nonDerivative · entry 4 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,445.71 F2 · security: Shares held in PACCAR Savings Investment Plan (SIP). F3 · kind: June 5, 2018 dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP. F4 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.