PACCAR VP Walters details option and plan holdings
PACCAR INC vice president William Lance Walters reported his initial equity holdings.
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Form Type
3
Rhea-AI Filing Summary
PACCAR INC vice president William Lance Walters reported his initial equity holdings. He holds multiple stock option awards on common stock, including 3,000 shares at an exercise price of $43.7067 per share and 4,575 shares at $50.7867, with expirations ranging from 2029 to 2036. He also holds 2,663.766 stock units in the PACCAR Deferred Compensation Plan, convertible into common stock on a one-for-one basis, and 26,140.429 shares of common stock indirectly through the PACCAR Savings Investment Plan.
Insider Trade Summary
10 transactions reported
Mixed
10 txns
Insider
Walters William Lance
Role
Vice President
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| holding | Stock Option | -- | -- | -- |
| holding | Stock Option | -- | -- | -- |
| holding | Stock Option | -- | -- | -- |
| holding | Stock Option | -- | -- | -- |
| holding | Stock Option | -- | -- | -- |
| holding | Stock Option | -- | -- | -- |
| holding | Stock Option | -- | -- | -- |
| holding | Stock Option | -- | -- | -- |
| holding | Stock Units (DCP) | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Stock Option — 33,467 contracts (Direct);
Stock Units (DCP) — 2,663.766 contracts (Direct);
Common Stock — 26,140.429 shares (Indirect, By PACCAR Savings Investment Plan (SIP))
Footnotes (1)
- F1. 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.
Key Figures
Option 1 underlying shares: 3,000 shares
Option 1 exercise price: $43.7067/share
Option 2 underlying shares: 4,575 shares
+5 more
8 metrics
Option 1 underlying shares
3,000 shares
Stock option on common stock at $43.7067 exercise price, expires Feb 6 2029
Option 1 exercise price
$43.7067/share
Direct stock option held by Walters, underlying 3,000 common shares
Option 2 underlying shares
4,575 shares
Stock option on common stock at $50.7867 exercise price, expires Feb 4 2030
Highest option exercise price
$127.3500/share
Stock option on 4,728 underlying common shares, expires Feb 6 2036
Deferred stock units (DCP)
2,663.766 units
Stock Units (DCP) convertible to common stock on one-for-one basis
Indirect common stock via SIP
26,140.429 shares
Common stock held indirectly by PACCAR Savings Investment Plan (SIP)
Intermediate option exercise price
$71.9500/share
Stock option on 4,172 underlying common shares, expires Feb 8 2033
Mid-range option exercise price
$104.1600/share
Stock option on 4,468 underlying common shares, expires Feb 5 2034
Key Terms
Deferred Compensation Plan (DCP), deferred phantom stock account, Stock Units (DCP), Savings Investment Plan (SIP), +1 more
5 terms
Deferred Compensation Plan (DCP) financial
"Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP)"
deferred phantom stock account financial
"Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP)"
Stock Units (DCP) financial
"security_title": "Stock Units (DCP)""
Savings Investment Plan (SIP) financial
"nature_of_ownership": "By PACCAR Savings Investment Plan (SIP)""
underlying security title financial
"underlying_security_title": "Common Stock""
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider position is reported for PACCAR (PCAR) in this filing?
The filing reports that William Lance Walters, a vice president of PACCAR, holds various equity interests. These include stock options, deferred stock units, and indirect common stock through a company savings plan, establishing his baseline ownership position as an officer.
What stock options does William Lance Walters hold in PACCAR (PCAR)?
William Lance Walters holds several stock option awards on PACCAR common stock. Examples include 3,000 underlying shares at an exercise price of $43.7067 and 4,575 underlying shares at $50.7867, with expiration dates between 2029 and 2036.
What is the PACCAR Deferred Compensation Plan (DCP) holding for Walters?
Under the PACCAR Deferred Compensation Plan (DCP), Walters holds 2,663.766 stock units. A footnote explains these are deferred phantom stock units convertible into PACCAR common stock on a one-for-one basis upon satisfaction of all applicable conditions.
How much indirect PACCAR common stock does Walters have through the SIP?
The filing shows Walters has an indirect holding of 26,140.429 shares of PACCAR common stock. These shares are held by the PACCAR Savings Investment Plan (SIP), reflecting his retirement or savings-plan-based ownership interest rather than direct personal share certificates.
Does this PACCAR (PCAR) insider filing show any recent insider buying or selling?
The data classify all entries as holding records with unknown transaction codes and no buy or sell counts. It functions as an initial statement of beneficial ownership, not as a report of new purchases, sales, or option exercises by the officer.
What are the exercise price ranges and expirations of Walters’ PACCAR options?
Walters’ stock options have exercise prices from $43.7067 up to $127.3500 per share. Their expiration dates run from February 2029 through February 2036, indicating a long-dated incentive structure tied to PACCAR common stock performance.
AI-generated analysis. How Rhea-AI works. Not financial advice.
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