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 |
|---|---|---|---|---|---|---|
| April 11, 2018 Filed Apr 12, 2018 18:40 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GrantDeferred Director's Fees (FRI) · Derivative | 92.3646 | $32.48 | $3,000.00 |
DisclosureSEC source: 0001127602-18-014454 · form4.xml · derivative · entry 1 PIGOTT MARK C · CIK 0001191930 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,551.3595 Underlying: Common Stock, par value $.10 · 92.3646 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 02, 2018 Filed Apr 3, 2018 18:11 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GrantDeferred Director's Fees (FRI) · Derivative | 710.0149 | $33.45 | $23,750.00 |
DisclosureSEC source: 0001127602-18-013578 · form4.xml · derivative · entry 1 PIGOTT MARK C · CIK 0001191930 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,458.9949 Underlying: Common Stock, par value $.10 · 710.0149 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 06, 2018 Filed Mar 8, 2018 23:46 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (DCP) · Derivative | 120.439 | $69.91 | $8,419.89 |
DisclosureSEC source: 0000075362-18-000081 · edgar.xml · derivative · entry 13 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,799.959 Underlying: COMMON STOCK · 120.439 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 |
| March 06, 2018 Filed Mar 8, 2018 23:46 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (DICP) · Derivative | 393.951 | $69.91 | $27,541.11 |
DisclosureSEC source: 0000075362-18-000081 · edgar.xml · derivative · entry 12 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,558.254 Underlying: COMMON STOCK · 393.951 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 |
| March 06, 2018 Filed Mar 8, 2018 23:46 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (LTIP) · Derivative | 158.07 | $69.91 | $11,050.67 |
DisclosureSEC source: 0000075362-18-000081 · edgar.xml · derivative · entry 11 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,360.825 Underlying: COMMON STOCK · 158.07 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 |
| March 06, 2018 Filed Mar 8, 2018 23:46 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 301.155 | $70.28 | $21,165.17 |
DisclosureSEC source: 0000075362-18-000081 · edgar.xml · nonDerivative · entry 4 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,972.334 F2 · security: Shares held in PACCAR Savings Investment Plan (SIP). F3 · kind: March 6, 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 |
| February 14, 2018 Filed Feb 15, 2018 19:25 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GrantDeferred Director's Fees (FRI) · Derivative | 3,642.3009 | $39.81 | $145,000.00 |
DisclosureSEC source: 0001127602-18-006289 · form4.xml · derivative · entry 2 PIGOTT MARK C · CIK 0001191930 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,748.98 Underlying: Common Stock, par value $.10 · 3,642.3009 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 13, 2018 Filed Feb 15, 2018 19:25 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GrantDeferred Director's Fees (FRI) · Derivative | 77.24 | $38.84 | $3,000.00 |
DisclosureSEC source: 0001127602-18-006289 · form4.xml · derivative · entry 1 PIGOTT MARK C · CIK 0001191930 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,106.6791 Underlying: Common Stock, par value $.10 · 77.24 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, 2018 Filed Jan 6, 2018 01:09 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (DCP) · Derivative | 531.432 | $74.85 | $39,777.69 |
DisclosureSEC source: 0000075362-18-000020 · edgar.xml · derivative · entry 13 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,679.52 Underlying: COMMON STOCK · 531.432 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 |
| January 04, 2018 Filed Jan 6, 2018 01:09 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (DICP) · Derivative | 1,738.293 | $74.85 | $130,111.23 |
DisclosureSEC source: 0000075362-18-000020 · edgar.xml · derivative · entry 12 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,164.303 Underlying: COMMON STOCK · 1,738.293 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 |
| January 04, 2018 Filed Jan 6, 2018 01:09 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (LTIP) · Derivative | 697.479 | $74.85 | $52,206.30 |
DisclosureSEC source: 0000075362-18-000020 · edgar.xml · derivative · entry 11 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,202.755 Underlying: COMMON STOCK · 697.479 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 |
| January 04, 2018 Filed Jan 6, 2018 01:09 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 1,327.251 | $75.31 | $99,955.27 |
DisclosureSEC source: 0000075362-18-000020 · edgar.xml · nonDerivative · entry 4 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,618.272 F2 · security: Shares held in PACCAR Savings Investment Plan (SIP). F3 · kind: January 4, 2018 dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP. Read SEC document |
| January 02, 2018 Filed Jan 3, 2018 17:50 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GrantDeferred Director's Fees (FRI) · Derivative | 491.3295 | $43.25 | $21,250.00 |
DisclosureSEC source: 0001127602-18-000410 · form4.xml · derivative · entry 1 PIGOTT MARK C · CIK 0001191930 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,852.1112 Underlying: Common Stock, par value $.10 · 491.3295 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 11, 2017 Filed Dec 12, 2017 21:33 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GrantDeferred Director's Fees (FRI) · Derivative | 68.0272 | $44.10 | $3,000.00 |
DisclosureSEC source: 0001127602-17-034491 · form4.xml · derivative · entry 1 PIGOTT MARK C · CIK 0001191930 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,360.7817 Underlying: Common Stock, par value $.10 · 68.0272 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 05, 2017 Filed Dec 8, 2017 00:09 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (DCP) · Derivative | 117.68 | $70.17 | $8,257.61 |
DisclosureSEC source: 0000075362-17-000167 · edgar.xml · derivative · entry 13 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,148.088 Underlying: COMMON STOCK · 117.68 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 05, 2017 Filed Dec 8, 2017 00:09 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (DICP) · Derivative | 384.927 | $70.17 | $27,010.33 |
DisclosureSEC source: 0000075362-17-000167 · edgar.xml · derivative · entry 12 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,426.01 Underlying: COMMON STOCK · 384.927 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 05, 2017 Filed Dec 8, 2017 00:09 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (LTIP) · Derivative | 154.449 | $70.17 | $10,837.69 |
DisclosureSEC source: 0000075362-17-000167 · edgar.xml · derivative · entry 11 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,505.276 Underlying: COMMON STOCK · 154.449 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 05, 2017 Filed Dec 8, 2017 00:09 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 292.115 | $70.17 | $20,497.71 |
DisclosureSEC source: 0000075362-17-000167 · edgar.xml · nonDerivative · entry 4 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,291.021 F2 · security: Shares held in PACCAR Savings Investment Plan (SIP). F3 · kind: December 5, 2017 dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP. Read SEC document |
| November 03, 2017 Filed Nov 6, 2017 17:36 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GrantDeferred Director's Fees (FRI) · Derivative | 35.0549 | $42.79 | $1,500.00 |
DisclosureSEC source: 0001127602-17-031309 · form4.xml · derivative · entry 1 PIGOTT MARK C · CIK 0001191930 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,292.7545 Underlying: Common Stock, par value $.10 · 35.0549 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 03, 2017 Filed Nov 7, 2017 01:17 UTC | PACCAR INC PCAR · Entity 2226 | Exercise / conversionSTOCK OPTION · Derivative | 98,956 | $0.00 Strike: $45.74 | $0.00 |
DisclosureSEC source: 0000075362-17-000145 · 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 · 98,956 shares Expires 2018-01-30 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 03, 2017 Filed Nov 7, 2017 01:17 UTC | PACCAR INC PCAR · Entity 2226 | SaleCOMMON STOCK | 98,956 | $71.37 | $7,062,944.92 |
DisclosureSEC source: 0000075362-17-000145 · edgar.xml · nonDerivative · entry 2 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,886,445 Read SEC document |
| November 03, 2017 Filed Nov 7, 2017 01:17 UTC | PACCAR INC PCAR · Entity 2226 | Exercise / conversionCOMMON STOCK | 98,956 | $45.74 | $4,526,247.44 |
DisclosureSEC source: 0000075362-17-000145 · edgar.xml · nonDerivative · entry 1 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,985,401 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 23, 2017 Filed Oct 24, 2017 17:42 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GrantDeferred Director's Fees (FRI) · Derivative | 33.6776 | $44.54 | $1,500.00 |
DisclosureSEC source: 0001127602-17-030228 · form4.xml · derivative · entry 2 PIGOTT MARK C · CIK 0001191930 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,257.6996 Underlying: Common Stock, par value $.10 · 33.6776 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, 2017 Filed Oct 24, 2017 17:42 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GrantDeferred Director's Fees (FRI) · Derivative | 33.6776 | $44.54 | $1,500.00 |
DisclosureSEC source: 0001127602-17-030228 · form4.xml · derivative · entry 1 PIGOTT MARK C · CIK 0001191930 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,224.022 Underlying: Common Stock, par value $.10 · 33.6776 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 02, 2017 Filed Oct 3, 2017 18:30 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GrantDeferred Director's Fees (FRI) · Derivative | 475.0727 | $44.73 | $21,250.00 |
DisclosureSEC source: 0001127602-17-028852 · form4.xml · derivative · entry 1 PIGOTT MARK C · CIK 0001191930 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,044.4244 Underlying: Common Stock, par value $.10 · 475.0727 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 13, 2017 Filed Sep 14, 2017 21:13 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GrantDeferred Director's Fees (FRI) · Derivative | 35.7228 | $41.99 | $1,500.00 |
DisclosureSEC source: 0001127602-17-027437 · form4.xml · derivative · entry 1 PIGOTT MARK C · CIK 0001191930 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,569.3517 Underlying: Common Stock, par value $.10 · 35.7228 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 06, 2017 Filed Sep 8, 2017 23:31 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (DCP) · Derivative | 126.089 | $65.24 | $8,226.05 |
DisclosureSEC source: 0000075362-17-000123 · edgar.xml · derivative · entry 14 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,030.408 Underlying: COMMON STOCK · 126.089 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 |
| September 06, 2017 Filed Sep 8, 2017 23:31 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (DICP) · Derivative | 412.434 | $65.24 | $26,907.19 |
DisclosureSEC source: 0000075362-17-000123 · edgar.xml · derivative · entry 13 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,041.083 Underlying: COMMON STOCK · 412.434 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 |
| September 06, 2017 Filed Sep 8, 2017 23:31 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (LTIP) · Derivative | 165.486 | $65.24 | $10,796.31 |
DisclosureSEC source: 0000075362-17-000123 · edgar.xml · derivative · entry 12 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,350.827 Underlying: COMMON STOCK · 165.486 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 |
| September 06, 2017 Filed Sep 8, 2017 23:31 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 314.476 | $65.73 | $20,670.51 |
DisclosureSEC source: 0000075362-17-000123 · edgar.xml · nonDerivative · entry 4 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,998.906 F2 · security: Shares held in PACCAR Savings Investment Plan (SIP). F3 · security: Balance includes shares awarded under SIP (Company match) and/or employee contributions since date of last report in transactions that were exempt under both Rule 16b-3(d) and Rule 16b-3(c). F4 · kind: September 6, 2017 dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP. Read SEC document |
| July 03, 2017 Filed Jul 3, 2017 22:10 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GrantDeferred Director's Fees (FRI) · Derivative | 471.4888 | $45.07 | $21,250.00 |
DisclosureSEC source: 0001127602-17-022581 · form4.xml · derivative · entry 1 PIGOTT MARK C · CIK 0001191930 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,395.6382 Underlying: Common Stock, par value $.10 · 471.4888 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 13, 2017 Filed Jun 14, 2017 18:51 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GrantDeferred Director's Fees (FRI) · Derivative | 67.9656 | $44.14 | $3,000.00 |
DisclosureSEC source: 0001127602-17-021409 · form4.xml · derivative · entry 1 PIGOTT MARK C · CIK 0001191930 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,924.1494 Underlying: Common Stock, par value $.10 · 67.9656 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 06, 2017 Filed Jun 8, 2017 21:57 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (DCP) · Derivative | 127.794 | $64.12 | $8,194.15 |
DisclosureSEC source: 0000075362-17-000092 · edgar.xml · derivative · entry 14 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,904.319 Underlying: COMMON STOCK · 127.794 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 06, 2017 Filed Jun 8, 2017 21:57 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (DICP) · Derivative | 418.008 | $64.12 | $26,802.67 |
DisclosureSEC source: 0000075362-17-000092 · edgar.xml · derivative · entry 13 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,628.649 Underlying: COMMON STOCK · 418.008 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 06, 2017 Filed Jun 8, 2017 21:57 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (LTIP) · Derivative | 167.723 | $64.12 | $10,754.40 |
DisclosureSEC source: 0000075362-17-000092 · edgar.xml · derivative · entry 12 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,185.341 Underlying: COMMON STOCK · 167.723 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 06, 2017 Filed Jun 8, 2017 21:57 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 318.176 | $64.66 | $20,573.26 |
DisclosureSEC source: 0000075362-17-000092 · edgar.xml · nonDerivative · entry 4 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,640.567 F2 · security: Shares held in PACCAR Savings Investment Plan (SIP). F3 · security: Balance includes shares awarded under SIP (Company match) and/or employee contributions since date of last report in transactions that were exempt under both Rule 16b-3(d) and Rule 16b-3(c). F4 · kind: June 6, 2017 dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP. Read SEC document |
| April 12, 2017 Filed Apr 13, 2017 17:44 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GrantDeferred Director's Fees (FRI) · Derivative | 36.7557 | $40.81 | $1,500.00 |
DisclosureSEC source: 0001127602-17-014694 · form4.xml · derivative · entry 1 PIGOTT MARK C · CIK 0001191930 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,702.6635 Underlying: Common Stock, par value $.10 · 36.7557 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 03, 2017 Filed Apr 4, 2017 18:28 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GrantDeferred Director's Fees (FRI) · Derivative | 508.982 | $41.75 | $21,250.00 |
DisclosureSEC source: 0001127602-17-013803 · form4.xml · derivative · entry 1 PIGOTT MARK C · CIK 0001191930 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,665.9078 Underlying: Common Stock, par value $.10 · 508.982 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 07, 2017 Filed Mar 9, 2017 22:11 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (DCP) · Derivative | 116.006 | $67.57 | $7,838.53 |
DisclosureSEC source: 0000075362-17-000070 · edgar.xml · derivative · entry 14 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,776.525 Underlying: COMMON STOCK · 116.006 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 |
| March 07, 2017 Filed Mar 9, 2017 22:11 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (DICP) · Derivative | 379.451 | $67.57 | $25,639.50 |
DisclosureSEC source: 0000075362-17-000070 · edgar.xml · derivative · entry 13 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,210.641 Underlying: COMMON STOCK · 379.451 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 |
| March 07, 2017 Filed Mar 9, 2017 22:11 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (LTIP) · Derivative | 152.252 | $67.57 | $10,287.67 |
DisclosureSEC source: 0000075362-17-000070 · edgar.xml · derivative · entry 12 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,017.618 Underlying: COMMON STOCK · 152.252 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 |
| March 07, 2017 Filed Mar 9, 2017 22:11 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 287.912 | $68.27 | $19,655.75 |
DisclosureSEC source: 0000075362-17-000070 · edgar.xml · nonDerivative · entry 4 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,220.524 F2 · security: Shares held in PACCAR Savings Investment Plan (SIP). F3 · security: Balance includes shares awarded under SIP (Company match) since date of last report in a transaction that was exempt under both Rule 16b-3(d) and Rule 16b-3(c). F4 · kind: March 7, 2017 dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP. Read SEC document |
| February 15, 2017 Filed Feb 16, 2017 18:40 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GrantDeferred Director's Fees (FRI) · Derivative | 3,160.1124 | $42.72 | $135,000.00 |
DisclosureSEC source: 0001127602-17-006524 · form4.xml · derivative · entry 2 PIGOTT MARK C · CIK 0001191930 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,156.9258 Underlying: Common Stock, par value $.10 · 3,160.1124 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 14, 2017 Filed Feb 16, 2017 18:40 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GrantDeferred Director's Fees (FRI) · Derivative | 71.259 | $42.10 | $3,000.00 |
DisclosureSEC source: 0001127602-17-006524 · form4.xml · derivative · entry 1 PIGOTT MARK C · CIK 0001191930 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,996.8134 Underlying: Common Stock, par value $.10 · 71.259 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 06, 2017 Filed Jan 10, 2017 23:14 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (DCP) · Derivative | 294.77 | $65.88 | $19,419.45 |
DisclosureSEC source: 0000075362-17-000016 · edgar.xml · derivative · entry 14 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,660.519 Underlying: COMMON STOCK · 294.77 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 |
| January 06, 2017 Filed Jan 10, 2017 23:14 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (DICP) · Derivative | 964.18 | $65.88 | $63,520.18 |
DisclosureSEC source: 0000075362-17-000016 · edgar.xml · derivative · entry 13 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,831.19 Underlying: COMMON STOCK · 964.18 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 |
| January 06, 2017 Filed Jan 10, 2017 23:14 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (LTIP) · Derivative | 386.872 | $65.88 | $25,487.13 |
DisclosureSEC source: 0000075362-17-000016 · edgar.xml · derivative · entry 12 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,865.366 Underlying: COMMON STOCK · 386.872 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 |
| January 06, 2017 Filed Jan 10, 2017 23:14 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 737.044 | $66.05 | $48,681.76 |
DisclosureSEC source: 0000075362-17-000016 · edgar.xml · nonDerivative · entry 4 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,875.85 F2 · security: Shares held in PACCAR Savings Investment Plan (SIP). F3 · kind: January 6, 2017 dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP. Read SEC document |
| January 03, 2017 Filed Jan 4, 2017 00:12 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GrantDeferred Director's Fees (FRI) · Derivative | 525.4698 | $40.44 | $21,250.00 |
DisclosureSEC source: 0001127602-17-000358 · form4.xml · derivative · entry 1 PIGOTT MARK C · CIK 0001191930 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,790.9102 Underlying: Common Stock, par value $.10 · 525.4698 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 12, 2016 Filed Dec 13, 2016 18:14 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GrantDeferred Director's Fees (FRI) · Derivative | 75.0188 | $39.99 | $3,000.00 |
DisclosureSEC source: 0001127602-16-069844 · form4.xml · derivative · entry 1 PIGOTT MARK C · CIK 0001191930 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,265.4404 Underlying: Common Stock, par value $.10 · 75.0188 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.