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 |
|---|---|---|---|---|---|---|
| December 02, 2016 Filed Dec 7, 2016 00:10 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (DCP) · Derivative | 122.637 | $63.10 | $7,738.39 |
DisclosureSEC source: 0000075362-16-000340 · edgar.xml · derivative · entry 14 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,365.749 Underlying: COMMON STOCK · 122.637 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 02, 2016 Filed Dec 7, 2016 00:10 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (DICP) · Derivative | 401.138 | $63.10 | $25,311.81 |
DisclosureSEC source: 0000075362-16-000340 · edgar.xml · derivative · entry 13 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,867.01 Underlying: COMMON STOCK · 401.138 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 02, 2016 Filed Dec 7, 2016 00:10 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (LTIP) · Derivative | 160.954 | $63.10 | $10,156.20 |
DisclosureSEC source: 0000075362-16-000340 · edgar.xml · derivative · entry 12 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,478.494 Underlying: COMMON STOCK · 160.954 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 02, 2016 Filed Dec 7, 2016 00:10 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 308.922 | $62.80 | $19,400.30 |
DisclosureSEC source: 0000075362-16-000340 · edgar.xml · nonDerivative · entry 4 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,138.806 F2 · security: Shares held in PACCAR Savings Investment Plan (SIP). F3 · kind: December 2, 2016 dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP. Read SEC document |
| November 08, 2016 Filed Nov 10, 2016 19:42 UTC | PACCAR INC PCAR · Entity 2226 | Exercise / conversionSTOCK OPTION · Derivative | 112,266 | $0.00 Strike: $44.56 | $0.00 |
DisclosureSEC source: 0000075362-16-000325 · 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 · 112,266 shares Expires 2017-01-31 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 08, 2016 Filed Nov 10, 2016 19:42 UTC | PACCAR INC PCAR · Entity 2226 | SaleCOMMON STOCK | 112,266 | $55.47 | $6,227,933.90 |
DisclosureSEC source: 0000075362-16-000325 · 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 08, 2016 Filed Nov 10, 2016 19:42 UTC | PACCAR INC PCAR · Entity 2226 | Exercise / conversionCOMMON STOCK | 112,266 | $44.56 | $5,002,572.96 |
DisclosureSEC source: 0000075362-16-000325 · edgar.xml · nonDerivative · entry 1 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,998,711 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 01, 2016 Filed Nov 2, 2016 18:41 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GrantDeferred Director's Fees (FRI) · Derivative | 44.5104 | $33.70 | $1,500.00 |
DisclosureSEC source: 0001127602-16-065834 · form4.xml · derivative · entry 1 PIGOTT MARK C · CIK 0001191930 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,190.4216 Underlying: Common Stock, par value $.10 · 44.5104 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 17, 2016 Filed Oct 18, 2016 21:05 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GrantDeferred Director's Fees (FRI) · Derivative | 88.705 | $33.82 | $3,000.00 |
DisclosureSEC source: 0001127602-16-064938 · form4.xml · derivative · entry 1 PIGOTT MARK C · CIK 0001191930 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,145.9112 Underlying: Common Stock, par value $.10 · 88.705 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 03, 2016 Filed Oct 4, 2016 17:00 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GrantDeferred Director's Fees (FRI) · Derivative | 585.7222 | $36.28 | $21,250.00 |
DisclosureSEC source: 0001127602-16-063889 · form4.xml · derivative · entry 1 PIGOTT MARK C · CIK 0001191930 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,918.1672 Underlying: Common Stock, par value $.10 · 585.7222 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 14, 2016 Filed Sep 15, 2016 17:40 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GrantDeferred Director's Fees (FRI) · Derivative | 42.6257 | $35.19 | $1,500.00 |
DisclosureSEC source: 0001127602-16-062546 · form4.xml · derivative · entry 1 PIGOTT MARK C · CIK 0001191930 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,332.445 Underlying: Common Stock, par value $.10 · 42.6257 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 02, 2016 Filed Sep 7, 2016 23:57 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (DCP) · Derivative | 130.166 | $59.21 | $7,707.13 |
DisclosureSEC source: 0000075362-16-000305 · edgar.xml · derivative · entry 15 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,243.112 Underlying: COMMON STOCK · 130.166 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 02, 2016 Filed Sep 7, 2016 23:57 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (DICP) · Derivative | 425.766 | $59.21 | $25,209.60 |
DisclosureSEC source: 0000075362-16-000305 · edgar.xml · derivative · entry 14 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,465.872 Underlying: COMMON STOCK · 425.766 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 02, 2016 Filed Sep 7, 2016 23:57 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (LTIP) · Derivative | 170.836 | $59.21 | $10,115.20 |
DisclosureSEC source: 0000075362-16-000305 · edgar.xml · derivative · entry 13 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,317.54 Underlying: COMMON STOCK · 170.836 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 02, 2016 Filed Sep 7, 2016 23:57 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 323.551 | $59.53 | $19,260.99 |
DisclosureSEC source: 0000075362-16-000305 · edgar.xml · nonDerivative · entry 4 PIGOTT MARK C · CIK 0001191930 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,579.383 F2 · security: Shares held in PACCAR Savings Investment Plan (SIP). F3 · kind: September 2, 2016 dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.