Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PACCAR INCPCAR · Entity 2226 | 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) | 26,346.037 |
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 74.929 · Balance 26,346.037 F1: Dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP. F2: Balance includes shares awarded under PACCAR Savings Investment Plan (Company match) in exempt transaction(s) under Rule16b-3(c) and Rule 16b-3(d). |
| Stock Units (DCP)SEC Table II · derivative / convertible security | Direct | 2,860.606 |
Reported balance
After 2026-09-02 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-09-02 · Other · Acquired 8.175 · Balance 2,860.606 F3: 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. F4: Dividend on share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) reinvested pursuant to DCP. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $43.71 · Expires 2029-02-06 | Direct | 2,000 |
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 2,000 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $50.79 · Expires 2030-02-04 | Direct | 4,575 |
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 4,575 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $61.26 · Expires 2031-02-02 | Direct | 4,137 |
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 4,137 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $62.87 · Expires 2032-02-07 | Direct | 4,143 |
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 4,143 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $71.95 · Expires 2033-02-08 | Direct | 4,172 |
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 4,172 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $104.16 · Expires 2034-02-05 | Direct | 4,468 |
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 4,468 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $109.13 · Expires 2035-02-03 | Direct | 4,244 |
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 4,244 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $127.35 · Expires 2036-02-06 | Direct | 4,728 |
Reported balance
Holding disclosure · report date 2026-09-02 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 4,728 |
Filing footnotes · ownership attribution and instrument terms
F1: Dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP.
F2: Balance includes shares awarded under PACCAR Savings Investment Plan (Company match) in exempt transaction(s) under Rule16b-3(c) and Rule 16b-3(d).
F3: 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.
F4: Dividend on share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) reinvested pursuant to DCP.
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 |
|---|---|---|---|---|---|---|
| September 02, 2026 Filed Sep 4, 2026 16:12 UTC | PACCAR INC PCAR · Entity 2226 | OtherStock Units (DCP) · Derivative | 8.175 | $122.13 | $998.41 |
DisclosureSEC source: 0001225208-26-007680 · doc4.xml · derivative · entry 2 Walters William Lance · CIK 0002127540 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,860.606 Underlying: Common Stock · 8.175 shares Expires not disclosed F3 · derivative.exercise_price: Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) convertible to common stock on a one-for-one basis upon satisfaction of all applicable conditions. F4 · kind: Dividend on share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) reinvested pursuant to DCP. F3 · derivative.exercise_date: Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) convertible to common stock on a one-for-one basis upon satisfaction of all applicable conditions. F3 · derivative.expiration_date: Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) convertible to common stock on a one-for-one basis upon satisfaction of all applicable conditions. Read SEC document |
| September 02, 2026 Filed Sep 4, 2026 16:12 UTC | PACCAR INC PCAR · Entity 2226 | OtherCommon Stock | 74.929 | $122.13 | $9,151.08 |
DisclosureSEC source: 0001225208-26-007680 · doc4.xml · nonDerivative · entry 1 Walters William Lance · CIK 0002127540 · Vice President 10b5-1 filing: No plan indicated Ownership: Indirect · By PACCAR Savings Investment Plan (SIP) Disclosed balance after: 26,346.037 F1 · kind: Dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP. F2 · balance_after: Balance includes shares awarded under PACCAR Savings Investment Plan (Company match) in exempt transaction(s) under Rule16b-3(c) and Rule 16b-3(d). Read SEC document |
| July 31, 2026 Filed Aug 3, 2026 21:12 UTC | PACCAR INC PCAR · Entity 2226 | Exercise / conversionStock Option · Derivative | 1,000 | $43.71 Strike: $43.71 | $43,706.70 |
DisclosureSEC source: 0001225208-26-006889 · doc4.xml · derivative · entry 4 Walters William Lance · CIK 0002127540 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,000 Underlying: Common Stock · 1,000 shares Expires 2029-02-06 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 31, 2026 Filed Aug 3, 2026 21:12 UTC | PACCAR INC PCAR · Entity 2226 | SaleCommon Stock | 1,000 | $133.50 | $133,500.00 |
DisclosureSEC source: 0001225208-26-006889 · doc4.xml · nonDerivative · entry 2 Walters William Lance · CIK 0002127540 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| July 31, 2026 Filed Aug 3, 2026 21:12 UTC | PACCAR INC PCAR · Entity 2226 | Exercise / conversionCommon Stock | 1,000 | $43.71 | $43,706.70 |
DisclosureSEC source: 0001225208-26-006889 · doc4.xml · nonDerivative · entry 1 Walters William Lance · CIK 0002127540 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,000 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 03, 2026 Filed Jun 5, 2026 18:32 UTC | PACCAR INC PCAR · Entity 2226 | OtherStock Units (DCP) · Derivative | 8.702 | $114.38 | $995.33 |
DisclosureSEC source: 0001225208-26-005845 · doc4.xml · derivative · entry 2 Walters William Lance · CIK 0002127540 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,852.431 Underlying: Common Stock · 8.702 shares Expires not disclosed F3 · derivative.exercise_price: Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) convertible to common stock on a one-for-one basis upon satisfaction of all applicable conditions. F4 · kind: Dividend on share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) reinvested pursuant to DCP. F3 · derivative.exercise_date: Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) convertible to common stock on a one-for-one basis upon satisfaction of all applicable conditions. F3 · derivative.expiration_date: Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) convertible to common stock on a one-for-one basis upon satisfaction of all applicable conditions. F5 · balance_after: Balance includes shares deferred under PACCAR Deferred Compensation Plan in exempt transaction(s) under Rule16b-3(c) and Rule 16b-3(d). Read SEC document |
| June 03, 2026 Filed Jun 5, 2026 18:32 UTC | PACCAR INC PCAR · Entity 2226 | OtherCommon Stock | 79.668 | $114.38 | $9,112.43 |
DisclosureSEC source: 0001225208-26-005845 · doc4.xml · nonDerivative · entry 1 Walters William Lance · CIK 0002127540 · Vice President 10b5-1 filing: No plan indicated Ownership: Indirect · By PACCAR Savings Investment Plan (SIP) Disclosed balance after: 26,243.924 F1 · kind: Dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP. F2 · balance_after: Balance includes shares awarded under PACCAR Savings Investment Plan (Company match) in exempt transaction(s) under Rule16b-3(c) and Rule 16b-3(d). Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.