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PACCAR SVP adds shares via dividend reinvestment

PACCAR senior vice president reports a small dividend-reinvestment share increase and discloses sizable outstanding options and LTIP stock units.

(Neutral)
(Neutral)
Form Type
4

Rhea-AI Filing Summary

PACCAR INC (PCAR) senior vice president Laura J. Bloch reported an indirect acquisition of 7.108 common shares on September 2, 2026, through the PACCAR Savings Investment Plan (SIP) via dividend reinvestment at $122.13 per share, bringing her SIP-held indirect position to 2,499.277 shares. She also reports direct holdings of 6,745 common shares, outstanding stock options over 43,020 common shares at exercise prices between $71.95 and $127.35 with expirations from 2033 to 2036, and 5,389 restricted stock units in a deferred phantom stock account under the Long Term Incentive Plan (LTIP), convertible to common stock on a one-for-one basis upon vesting. No Rule 10b5-1 trading plan is reported.

Positive

  • None.

Negative

  • None.
Insider Bloch Laura J
Role Senior Vice President
Type Security Shares Price Value
Other Common Stock F1 7.108 $122.13 $868.10
holding Stock Option -- -- --
holding Stock Option -- -- --
holding Stock Option -- -- --
holding Stock Option -- -- --
holding Stock Units (LTIP) F2 -- -- --
holding Common Stock -- -- --
Holdings After Transaction: Common Stock — 2,499.277 shares (Indirect, By PACCAR Savings Investment Plan (SIP)); Stock Option — 44,020 contracts (Direct); Stock Units (LTIP) — 5,389 contracts (Direct); Common Stock — 6,745 shares (Direct)
Footnotes (2)
  1. F1. Dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP.
  2. 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.
Dividend reinvestment shares 7.108 shares Indirect acquisition via SIP on September 2, 2026
Dividend reinvestment price $122.13 per share Reinvestment price for 7.108 PACCAR common shares in SIP
Indirect SIP holdings after transaction 2,499.277 shares PACCAR common stock held indirectly via SIP after September 2, 2026
Direct common stock holdings 6,745 shares PACCAR common stock held directly as of September 2, 2026
Stock option underlying shares (71.95 strike) 9,668 shares Options exercisable at $71.95 expiring February 8, 2033
Total underlying shares across listed options 43,020 shares Sum of 9,668, 7,504, 13,588 and 13,260 underlying option shares
LTIP stock units 5,389 units Restricted stock units in deferred phantom stock account, 1-for-1 into common upon vesting
PACCAR Savings Investment Plan (SIP) financial
"Dividend on PACCAR Savings Investment Plan (SIP) shares reinvested"
Long Term Incentive Plan (LTIP) financial
"under Long Term Incentive Plan (LTIP) convertible to common stock"
deferred phantom stock account financial
"held in deferred phantom stock account under Long Term Incentive Plan"
restricted stock units financial
"Restricted stock units held in deferred phantom stock account"
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.

FAQ

What did PACCAR (PCAR) executive Laura J. Bloch report acquiring in this Form 4?

She reported an indirect acquisition of 7.108 PACCAR common shares on September 2, 2026, through the PACCAR Savings Investment Plan (SIP), from dividends reinvested in the plan at a price of $122.13 per share.

How many PACCAR (PCAR) shares does Laura J. Bloch hold after this SIP transaction?

After the September 2, 2026 transaction, she indirectly holds 2,499.277 PACCAR common shares through the PACCAR Savings Investment Plan (SIP) and directly holds an additional 6,745 common shares outside the plan.

What stock options in PACCAR (PCAR) does Laura J. Bloch report in this filing?

She reports stock options over 9,668, 7,504, 13,588, and 13,260 PACCAR shares, with exercise prices of $71.95, $104.16, $109.13, and $127.35, respectively, expiring between February 8, 2033 and February 6, 2036.

What LTIP or restricted stock units in PACCAR (PCAR) are disclosed for Laura J. Bloch?

She holds 5,389 Stock Units (LTIP), described as restricted stock units in a deferred phantom stock account under the Long Term Incentive Plan, convertible to common stock on a one-for-one basis upon satisfaction of vesting conditions.

Was the PACCAR (PCAR) Form 4 transaction under a Rule 10b5-1 trading plan?

The filing indicates no Rule 10b5-1 trading plan; the plan-related checkbox is not affirmed, and the footnotes do not state that the September 2, 2026 SIP dividend reinvestment occurred under a Rule 10b5-1 plan.

Is the share change for PACCAR (PCAR) in this Form 4 large relative to the executive’s holdings?

The reported change is a 7.108-share indirect increase via dividend reinvestment, a relatively small adjustment compared with her 2,499.277 SIP shares, 6,745 directly held shares, and 43,020 underlying option shares plus 5,389 LTIP units.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Learn about SEC filing dates
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Bloch Laura J

(Last)(First)(Middle)
777 - 106TH AVE. N.E.

(Street)
BELLEVUE WASHINGTON 98004

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
PACCAR INC [ PCAR ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
Senior Vice President
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
09/02/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock09/02/2026J(1)7.108A$122.132,499.277IBy PACCAR Savings Investment Plan (SIP)
Common Stock6,745D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Stock Option$71.9501/01/202602/08/2033Common Stock9,6689,668D
Stock Option$104.1601/01/202702/05/2034Common Stock7,5047,504D
Stock Option$109.1301/01/202802/03/2035Common Stock13,58813,588D
Stock Option$127.3501/01/202902/06/2036Common Stock13,26013,260D
Stock Units (LTIP)(2) (2) (2)Common Stock5,3895,389D
Explanation of Responses:
1. Dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP.
2. 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.
Michael R. Beers, by Power of Attorney09/03/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

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