Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PACCAR INCPCAR · Entity 2226 | PRESIDENT & CFO | March 05, 2025 | March 07, 2025 |
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 05, 2025 · Filed March 07, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy PACCAR Savings Investment Plan (SIP) | 3,159.717 |
Reported balance
After 2025-03-05 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2025-03-05 · Other · Acquired 9.894 · Balance 3,159.717 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 | 116,577 |
Reported balance
Holding disclosure · report date 2025-03-05 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 116,577 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $33.33 · Expires 2026-02-04 | Direct | 8,676 |
Reported balance
Holding disclosure · report date 2025-03-05 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 8,676 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $61.26 · Expires 2031-02-02 | Direct | 25,490 |
Reported balance
Holding disclosure · report date 2025-03-05 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 25,490 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $62.87 · Expires 2032-02-07 | Direct | 64,971 |
Reported balance
Holding disclosure · report date 2025-03-05 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 64,971 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $71.95 · Expires 2033-02-08 | Direct | 60,662 |
Reported balance
Holding disclosure · report date 2025-03-05 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 60,662 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $104.16 · Expires 2034-02-05 | Direct | 44,226 |
Reported balance
Holding disclosure · report date 2025-03-05 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 44,226 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $109.13 · Expires 2035-02-03 | Direct | 42,168 |
Reported balance
Holding disclosure · report date 2025-03-05 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 42,168 |
| Stock Units (LTIP)SEC Table II · derivative / convertible security | Direct | 20,671 |
Reported balance
Holding disclosure · report date 2025-03-05 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 20,671 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 |
|---|---|---|---|---|---|---|
| December 04, 2018 Filed Dec 6, 2018 23:54 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK | 3.054 | $59.32 | $181.16 |
DisclosureSEC source: 0000075362-18-000184 · edgar.xml · nonDerivative · entry 2 SCHIPPERS HARRIE · CIK 0001486223 · PRESIDENT & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 658.699 F1 · security: Shares held in PACCAR Savings Investment Plan (SIP). F2 · kind: December 4, 2018 dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP. Read SEC document |
| September 05, 2018 Filed Sep 7, 2018 18:49 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK | 2.649 | $69.91 | $185.19 |
DisclosureSEC source: 0000075362-18-000142 · edgar.xml · nonDerivative · entry 2 SCHIPPERS HARRIE · CIK 0001486223 · PRESIDENT & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 655.645 F1 · security: Shares held in PACCAR Savings Investment Plan (SIP). F2 · kind: September 5, 2018 dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP. Read SEC document |
| June 05, 2018 Filed Jun 7, 2018 23:34 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK | 2.837 | $64.17 | $182.05 |
DisclosureSEC source: 0000075362-18-000110 · edgar.xml · nonDerivative · entry 2 SCHIPPERS HARRIE · CIK 0001486223 · PRESIDENT & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 652.996 F1 · security: Shares held in PACCAR Savings Investment Plan (SIP). F2 · kind: June 5, 2018 dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP. Read SEC document |
| March 06, 2018 Filed Mar 8, 2018 23:28 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK | 1.83 | $70.30 | $128.65 |
DisclosureSEC source: 0000075362-18-000071 · edgar.xml · nonDerivative · entry 2 SCHIPPERS HARRIE · CIK 0001486223 · PRESIDENT & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 650.159 F1 · security: Shares held in PACCAR Savings Investment Plan (SIP). F2 · kind: March 6, 2018 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 07, 2018 Filed Feb 9, 2018 23:13 UTC | PACCAR INC PCAR · Entity 2226 | GrantSTOCK OPTION · Derivative | 29,052 | Not disclosed Strike: $68.69 | Not disclosed |
DisclosureSEC source: 0000075362-18-000046 · edgar.xml · derivative · entry 10 SCHIPPERS HARRIE · CIK 0001486223 · PRESIDENT & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,052 Underlying: COMMON STOCK · 29,052 shares Expires 2028-02-07 F4 · security: Option to buy awarded under PACCAR LTIP. F4 · kind: Option to buy awarded under PACCAR LTIP. F4 · price: Option to buy awarded under PACCAR LTIP. Read SEC document |
| February 07, 2018 Filed Feb 9, 2018 23:13 UTC | PACCAR INC PCAR · Entity 2226 | GrantCOMMON STOCK | 9,322 | $68.69 | $640,328.18 |
DisclosureSEC source: 0000075362-18-000046 · edgar.xml · nonDerivative · entry 1 SCHIPPERS HARRIE · CIK 0001486223 · PRESIDENT & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,698 F1 · kind: Restricted stock awarded under PACCAR Long Term Incentive Plan (LTIP). Read SEC document |
| January 04, 2018 Filed Jan 8, 2018 19:27 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK | 7.104 | $75.31 | $535.00 |
DisclosureSEC source: 0000075362-18-000026 · edgar.xml · nonDerivative · entry 2 SCHIPPERS HARRIE · CIK 0001486223 · PRESIDENT & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 452.913 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 8, 2017 00:13 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK | 1.564 | $70.17 | $109.75 |
DisclosureSEC source: 0000075362-17-000169 · edgar.xml · nonDerivative · entry 2 SCHIPPERS HARRIE · CIK 0001486223 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 445.809 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 |
| September 06, 2017 Filed Sep 8, 2017 23:33 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK | 1.683 | $65.74 | $110.64 |
DisclosureSEC source: 0000075362-17-000125 · edgar.xml · nonDerivative · entry 2 SCHIPPERS HARRIE · CIK 0001486223 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 444.245 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 00:18 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK | 1.704 | $64.68 | $110.21 |
DisclosureSEC source: 0000075362-17-000102 · edgar.xml · nonDerivative · entry 2 SCHIPPERS HARRIE · CIK 0001486223 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 442.562 F1 · security: Shares held in PACCAR Savings Investment Plan (SIP). F2 · 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 22:12 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK | 0.953 | $68.25 | $65.04 |
DisclosureSEC source: 0000075362-17-000071 · edgar.xml · nonDerivative · entry 2 SCHIPPERS HARRIE · CIK 0001486223 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 440.858 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 10, 2017 Filed Feb 15, 2017 01:12 UTC | PACCAR INC PCAR · Entity 2226 | Exercise / conversionSTOCK OPTION · Derivative | 5,314 | $0.00 Strike: $36.12 | $0.00 |
DisclosureSEC source: 0000075362-17-000039 · edgar.xml · derivative · entry 5 SCHIPPERS HARRIE · CIK 0001486223 · SENIOR VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: COMMON STOCK · 5,314 shares Expires 2020-02-02 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 LTIP. F4 · price: Option to buy awarded under PACCAR LTIP. Read SEC document |
| February 10, 2017 Filed Feb 15, 2017 01:12 UTC | PACCAR INC PCAR · Entity 2226 | SaleCOMMON STOCK | 5,314 | $68.66 | $364,846.49 |
DisclosureSEC source: 0000075362-17-000039 · edgar.xml · nonDerivative · entry 3 SCHIPPERS HARRIE · CIK 0001486223 · SENIOR VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,376 Read SEC document |
| February 10, 2017 Filed Feb 15, 2017 01:12 UTC | PACCAR INC PCAR · Entity 2226 | Exercise / conversionCOMMON STOCK | 5,314 | $36.12 | $191,941.68 |
DisclosureSEC source: 0000075362-17-000039 · edgar.xml · nonDerivative · entry 2 SCHIPPERS HARRIE · CIK 0001486223 · SENIOR VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,690 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 |
| February 07, 2017 Filed Feb 15, 2017 01:12 UTC | PACCAR INC PCAR · Entity 2226 | GrantSTOCK OPTION · Derivative | 24,572 | Not disclosed Strike: $67.63 | Not disclosed |
DisclosureSEC source: 0000075362-17-000039 · edgar.xml · derivative · entry 12 SCHIPPERS HARRIE · CIK 0001486223 · SENIOR VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,572 Underlying: COMMON STOCK · 24,572 shares Expires 2027-02-07 F4 · security: Option to buy awarded under PACCAR LTIP. F4 · kind: Option to buy awarded under PACCAR LTIP. F4 · price: Option to buy awarded under PACCAR LTIP. Read SEC document |
| February 07, 2017 Filed Feb 15, 2017 01:12 UTC | PACCAR INC PCAR · Entity 2226 | GrantCOMMON STOCK | 3,386 | $67.63 | $228,995.18 |
DisclosureSEC source: 0000075362-17-000039 · edgar.xml · nonDerivative · entry 1 SCHIPPERS HARRIE · CIK 0001486223 · SENIOR VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,376 F1 · kind: Restricted stock awarded under PACCAR Long Term Incentive Plan (LTIP). Read SEC document |
| January 06, 2017 Filed Jan 11, 2017 19:29 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 2.183 | $66.06 | $144.21 |
DisclosureSEC source: 0000075362-17-000031 · edgar.xml · nonDerivative · entry 1 SCHIPPERS HARRIE · CIK 0001486223 · SENIOR VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 242.531 F1 · security: Shares held in PACCAR Savings Investment Plan (SIP). F2 · kind: January 6, 2017 dividend on SIP shares reinvested pursuant to SIP. Read SEC document |
| December 02, 2016 Filed Dec 7, 2016 22:29 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 0.809 | $62.78 | $50.79 |
DisclosureSEC source: 0000075362-16-000352 · edgar.xml · nonDerivative · entry 2 SCHIPPERS HARRIE · CIK 0001486223 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 240.348 F1 · security: Shares held in PACCAR Savings Investment Plan (SIP). F3 · kind: December 2, 2016 dividend on SIP shares reinvested pursuant to SIP. Read SEC document |
| December 02, 2016 Filed Dec 7, 2016 22:29 UTC | PACCAR INC PCAR · Entity 2226 | OtherCOMMON STOCK (SIP) | 11.931 | $62.86 | $749.98 |
DisclosureSEC source: 0000075362-16-000352 · edgar.xml · nonDerivative · entry 1 SCHIPPERS HARRIE · CIK 0001486223 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239.539 F1 · security: Shares held in PACCAR Savings Investment Plan (SIP). F2 · kind: Shares awarded December 2, 2016 under SIP in a transaction that was exempt under both Rule 16b-3(d) and Rule 16b-3(c). 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.