Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PACCAR INCPCAR · Entity 2226 | EXECUTIVE VICE PRESIDENT | March 04, 2026 | March 06, 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 March 04, 2026 · Filed March 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy PACCAR Savings Investment Plan (SIP) | 20,357.182 |
Reported balance
After 2026-03-04 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-03-04 · Other · Acquired 53.264 · Balance 20,357.182 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). |
| Common StockSEC Table I · non-derivative | Direct | 35,744 |
Reported balance
Holding disclosure · report date 2026-03-04 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 35,744 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $104.16 · Expires 2034-02-05 | Direct | 28,610 |
Reported balance
Holding disclosure · report date 2026-03-04 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 28,610 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $109.13 · Expires 2035-02-03 | Direct | 25,460 |
Reported balance
Holding disclosure · report date 2026-03-04 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 25,460 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $127.35 · Expires 2036-02-06 | Direct | 24,782 |
Reported balance
Holding disclosure · report date 2026-03-04 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 24,782 |
| Stock Units (LTIP)SEC Table II · derivative / convertible security | Direct | 11,134 |
Reported balance
Holding disclosure · report date 2026-03-04 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 11,134 F3: 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: 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: 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 |
|---|---|---|---|---|---|---|
| January 04, 2018 Filed Jan 6, 2018 01:02 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 293.24 | $75.31 | $22,083.90 |
DisclosureSEC source: 0000075362-18-000016 · edgar.xml · nonDerivative · entry 1 DOZIER C MICHAEL · CIK 0001670013 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,695.363 F1 · security: Shares held in PACCAR Savings Investment Plan (SIP). F2 · kind: January 4, 2018 dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP. Read SEC document |
| December 05, 2017 Filed Dec 7, 2017 23:59 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 64.539 | $70.17 | $4,528.70 |
DisclosureSEC source: 0000075362-17-000162 · edgar.xml · nonDerivative · entry 1 DOZIER C MICHAEL · CIK 0001670013 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,402.123 F1 · security: Shares held in PACCAR Savings Investment Plan (SIP). F2 · kind: December 5, 2017 dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP. Read SEC document |
| November 13, 2017 Filed Nov 14, 2017 21:57 UTC | PACCAR INC PCAR · Entity 2226 | Exercise / conversionSTOCK OPTION · Derivative | 3,618 | $0.00 Strike: $45.74 | $0.00 |
DisclosureSEC source: 0000075362-17-000146 · edgar.xml · derivative · entry 4 DOZIER C MICHAEL · CIK 0001670013 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: COMMON STOCK · 3,618 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. F2 · security: Option to buy awarded under PACCAR Long Term Incentive Plan (LTIP). F2 · price: Option to buy awarded under PACCAR Long Term Incentive Plan (LTIP). Read SEC document |
| November 13, 2017 Filed Nov 14, 2017 21:57 UTC | PACCAR INC PCAR · Entity 2226 | SaleCOMMON STOCK | 3,618 | $69.02 | $249,722.32 |
DisclosureSEC source: 0000075362-17-000146 · edgar.xml · nonDerivative · entry 2 DOZIER C MICHAEL · CIK 0001670013 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| November 13, 2017 Filed Nov 14, 2017 21:57 UTC | PACCAR INC PCAR · Entity 2226 | Exercise / conversionCOMMON STOCK | 3,618 | $45.74 | $165,487.32 |
DisclosureSEC source: 0000075362-17-000146 · edgar.xml · nonDerivative · entry 1 DOZIER C MICHAEL · CIK 0001670013 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,618 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 |
| September 06, 2017 Filed Sep 8, 2017 23:17 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 69.48 | $65.73 | $4,566.92 |
DisclosureSEC source: 0000075362-17-000118 · edgar.xml · nonDerivative · entry 1 DOZIER C MICHAEL · CIK 0001670013 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,337.584 F1 · security: Shares held in PACCAR Savings Investment Plan (SIP). F2 · kind: September 6, 2017 dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP. Read SEC document |
| June 06, 2017 Filed Jun 9, 2017 00:07 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 70.36 | $64.66 | $4,549.48 |
DisclosureSEC source: 0000075362-17-000100 · edgar.xml · nonDerivative · entry 1 DOZIER C MICHAEL · CIK 0001670013 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,268.104 F1 · security: Shares held in PACCAR Savings Investment Plan (SIP). F2 · 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). F3 · kind: June 6, 2017 dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP. Read SEC document |
| March 07, 2017 Filed Mar 9, 2017 00:00 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 63.118 | $68.27 | $4,309.07 |
DisclosureSEC source: 0000075362-17-000055 · edgar.xml · nonDerivative · entry 1 DOZIER C MICHAEL · CIK 0001670013 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,187.263 F1 · security: Shares held in PACCAR Savings Investment Plan (SIP). F2 · 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). F3 · kind: March 7, 2017 dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP. Read SEC document |
| February 07, 2017 Filed Feb 15, 2017 22:25 UTC | PACCAR INC PCAR · Entity 2226 | GrantSTOCK OPTION · Derivative | 9,406 | $0.00 Strike: $67.63 | $0.00 |
DisclosureSEC source: 0000075362-17-000042 · edgar.xml · derivative · entry 11 DOZIER C MICHAEL · CIK 0001670013 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,406 Underlying: COMMON STOCK · 9,406 shares Expires 2027-02-07 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 06, 2017 Filed Jan 10, 2017 23:37 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 161.469 | $66.05 | $10,665.03 |
DisclosureSEC source: 0000075362-17-000021 · edgar.xml · nonDerivative · entry 1 DOZIER C MICHAEL · CIK 0001670013 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,937.075 F1 · security: Shares held in PACCAR Savings Investment Plan (SIP). F2 · kind: January 6, 2017 dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP. Read SEC document |
| December 02, 2016 Filed Dec 7, 2016 02:54 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 67.678 | $62.80 | $4,250.18 |
DisclosureSEC source: 0000075362-16-000349 · edgar.xml · nonDerivative · entry 1 DOZIER C MICHAEL · CIK 0001670013 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,775.606 F1 · security: Shares held in PACCAR Savings Investment Plan (SIP). F2 · 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 16:52 UTC | PACCAR INC PCAR · Entity 2226 | Exercise / conversionSTOCK OPTION · Derivative | 4,032 | $0.00 Strike: $44.56 | $0.00 |
DisclosureSEC source: 0000075362-16-000324 · edgar.xml · derivative · entry 4 DOZIER C MICHAEL · CIK 0001670013 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: COMMON STOCK · 4,032 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. F3 · security: 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 |
| November 08, 2016 Filed Nov 10, 2016 16:52 UTC | PACCAR INC PCAR · Entity 2226 | SaleCOMMON STOCK | 4,032 | $55.66 | $224,421.12 |
DisclosureSEC source: 0000075362-16-000324 · edgar.xml · nonDerivative · entry 2 DOZIER C MICHAEL · CIK 0001670013 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| November 08, 2016 Filed Nov 10, 2016 16:52 UTC | PACCAR INC PCAR · Entity 2226 | Exercise / conversionCOMMON STOCK | 4,032 | $44.56 | $179,665.92 |
DisclosureSEC source: 0000075362-16-000324 · edgar.xml · nonDerivative · entry 1 DOZIER C MICHAEL · CIK 0001670013 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,032 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 |
| September 02, 2016 Filed Sep 7, 2016 23:45 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 70.097 | $59.53 | $4,172.87 |
DisclosureSEC source: 0000075362-16-000301 · edgar.xml · nonDerivative · entry 1 DOZIER C MICHAEL · CIK 0001670013 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,457.427 F1 · security: Shares held in PACCAR Savings Investment Plan (SIP). F2 · 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.