Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PACCAR INCPCAR · Entity 2226 | Executive Vice President | September 02, 2026 | September 04, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
PACCAR INC
Report date September 02, 2026 · Filed September 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy PACCAR Savings Investment Plan (SIP) | 6,072.819 |
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 17.271 · Balance 6,072.819 F1: Dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP. |
| Common StockSEC Table I · non-derivative | Direct | 13,644 |
Reported balance
Holding disclosure · report date 2026-09-02 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 13,644 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $61.26 · Expires 2031-02-02 | Direct | 11,118 |
Reported balance
Holding disclosure · report date 2026-09-02 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 11,118 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $62.87 · Expires 2032-02-07 | Direct | 11,547 |
Reported balance
Holding disclosure · report date 2026-09-02 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 11,547 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $71.95 · Expires 2033-02-08 | Direct | 10,806 |
Reported balance
Holding disclosure · report date 2026-09-02 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 10,806 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $104.16 · Expires 2034-02-05 | Direct | 12,742 |
Reported balance
Holding disclosure · report date 2026-09-02 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 12,742 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $109.13 · Expires 2035-02-03 | Direct | 23,502 |
Reported balance
Holding disclosure · report date 2026-09-02 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 23,502 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $127.35 · Expires 2036-02-06 | Direct | 26,086 |
Reported balance
Holding disclosure · report date 2026-09-02 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 26,086 |
| Stock Units (LTIP)SEC Table II · derivative / convertible security | Direct | 8,507 |
Reported balance
Holding disclosure · report date 2026-09-02 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 8,507 F2: Restricted stock units held in deferred phantom stock account under Long Term Incentive Plan (LTIP) convertible to common stock on a one-for-one basis upon satisfaction of all applicable vesting conditions. |
Filing footnotes · ownership attribution and instrument terms
F1: Dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP.
F2: Restricted stock units held in deferred phantom stock account under Long Term Incentive Plan (LTIP) convertible to common stock on a one-for-one basis upon satisfaction of all applicable vesting conditions.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| July 24, 2020 Filed Jul 28, 2020 20:30 UTC | PACCAR INC PCAR · Entity 2226 | SaleCOMMON STOCK | 4,314 | $86.10 | $371,425.91 |
DisclosureSEC source: 0000075362-20-000151 · edgar.xml · nonDerivative · entry 6 BANEY KEVIN D · CIK 0001784603 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| July 24, 2020 Filed Jul 28, 2020 20:30 UTC | PACCAR INC PCAR · Entity 2226 | Exercise / conversionCOMMON STOCK | 4,314 | $47.81 | $206,252.34 |
DisclosureSEC source: 0000075362-20-000151 · edgar.xml · nonDerivative · entry 5 BANEY KEVIN D · CIK 0001784603 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,314 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 |
| July 24, 2020 Filed Jul 28, 2020 20:30 UTC | PACCAR INC PCAR · Entity 2226 | SaleCOMMON STOCK | 1,278 | $86.10 | $110,032.99 |
DisclosureSEC source: 0000075362-20-000151 · edgar.xml · nonDerivative · entry 4 BANEY KEVIN D · CIK 0001784603 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| July 24, 2020 Filed Jul 28, 2020 20:30 UTC | PACCAR INC PCAR · Entity 2226 | Exercise / conversionCOMMON STOCK | 1,278 | $43.24 | $55,260.72 |
DisclosureSEC source: 0000075362-20-000151 · edgar.xml · nonDerivative · entry 3 BANEY KEVIN D · CIK 0001784603 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,278 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 |
| July 24, 2020 Filed Jul 28, 2020 20:30 UTC | PACCAR INC PCAR · Entity 2226 | SaleCOMMON STOCK | 886 | $86.10 | $76,282.65 |
DisclosureSEC source: 0000075362-20-000151 · edgar.xml · nonDerivative · entry 2 BANEY KEVIN D · CIK 0001784603 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| July 24, 2020 Filed Jul 28, 2020 20:30 UTC | PACCAR INC PCAR · Entity 2226 | Exercise / conversionCOMMON STOCK | 886 | $50.50 | $44,743.00 |
DisclosureSEC source: 0000075362-20-000151 · edgar.xml · nonDerivative · entry 1 BANEY KEVIN D · CIK 0001784603 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 886 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 |
| June 02, 2020 Filed Jun 4, 2020 23:09 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 9.023 | $73.43 | $662.56 |
DisclosureSEC source: 0000075362-20-000128 · edgar.xml · nonDerivative · entry 1 BANEY KEVIN D · CIK 0001784603 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,069.03 F1 · security: Shares held in PACCAR Savings Investment Plan (SIP). F2 · kind: Dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP. F3 · balance_after: Balance reflects a pro-rata, fractional share adjustment made by the SIP that was exempt under Rules 16b-3(c) and 16b-3(d). Read SEC document |
| March 03, 2020 Filed Mar 6, 2020 00:46 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 8.722 | $67.55 | $589.17 |
DisclosureSEC source: 0000075362-20-000090 · edgar.xml · nonDerivative · entry 1 BANEY KEVIN D · CIK 0001784603 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,059.958 F1 · security: Shares held in PACCAR Savings Investment Plan (SIP). F2 · kind: Dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP. F3 · balance_after: Balance includes shares awarded under SIP (Company match) since date of last report in a transaction that was exempt under both Rule 16b-3(d) and Rule 16b-3(c). Read SEC document |
| February 04, 2020 Filed Feb 6, 2020 23:06 UTC | PACCAR INC PCAR · Entity 2226 | GrantSTOCK OPTION · Derivative | 6,448 | Not disclosed Strike: $76.18 | Not disclosed |
DisclosureSEC source: 0000075362-20-000048 · edgar.xml · derivative · entry 11 BANEY KEVIN D · CIK 0001784603 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,448 Underlying: COMMON STOCK · 6,448 shares Expires 2030-02-04 F3 · security: Option to buy awarded under PACCAR Long Term Incentive Plan (LTIP). F3 · kind: Option to buy awarded under PACCAR Long Term Incentive Plan (LTIP). F3 · price: Option to buy awarded under PACCAR Long Term Incentive Plan (LTIP). Read SEC document |
| January 08, 2020 Filed Jan 9, 2020 22:38 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 52.761 | $78.96 | $4,166.01 |
DisclosureSEC source: 0000075362-20-000032 · edgar.xml · nonDerivative · entry 1 BANEY KEVIN D · CIK 0001784603 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,862.171 F1 · security: Shares held in PACCAR Savings Investment Plan (SIP). F2 · kind: Dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP. Read SEC document |
| December 03, 2019 Filed Dec 6, 2019 00:51 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 7.215 | $80.09 | $577.85 |
DisclosureSEC source: 0000075362-19-000210 · edgar.xml · nonDerivative · entry 1 BANEY KEVIN D · CIK 0001784603 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,809.41 F1 · security: Shares held in PACCAR Savings Investment Plan (SIP). F2 · kind: Dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP. Read SEC document |
| September 04, 2019 Filed Sep 6, 2019 22:41 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 8.8 | $65.46 | $576.05 |
DisclosureSEC source: 0000075362-19-000167 · edgar.xml · nonDerivative · entry 1 BANEY KEVIN D · CIK 0001784603 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,802.195 F1 · security: Shares held in PACCAR Savings Investment Plan (SIP). F2 · kind: Dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.