PACCAR VP adds shares via dividend reinvestment
A vice president of PACCAR INC reports dividend reinvestments and maintains multiple stock option awards spanning 2029 to 2036.
Rhea-AI Filing Summary
PACCAR INC (PCAR) vice president William Lance Walters reported routine equity-related activity on September 2, 2026. Dividends on common shares held through the PACCAR Savings Investment Plan were reinvested, adding 74.929 shares held indirectly, for a total of 26,346.037 shares in that plan. Dividends on share units in the PACCAR Deferred Compensation Plan were also reinvested, adding 8.175 stock units and bringing his deferred stock-unit balance to 2,860.606 units, each convertible into one share of common stock when plan conditions are met. Walters also reports existing stock options covering several thousand shares at exercise prices ranging from $43.7067 to $127.35 per share, with expirations between 2029 and 2036.
Positive
- None.
Negative
- None.
Insider Trade Summary
Other: 83.104 shares
Other
10 txns
Insider
Walters William Lance
Role
Vice President
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Other | Stock Units (DCP) F3, F4 | 8.175 | $122.13 | $998.41 |
| Other | Common Stock F1, F2 | 74.929 | $122.13 | $9K |
| holding | Stock Option | -- | -- | -- |
| holding | Stock Option | -- | -- | -- |
| holding | Stock Option | -- | -- | -- |
| holding | Stock Option | -- | -- | -- |
| holding | Stock Option | -- | -- | -- |
| holding | Stock Option | -- | -- | -- |
| holding | Stock Option | -- | -- | -- |
| holding | Stock Option | -- | -- | -- |
Holdings After Transaction:
Stock Units (DCP) — 2,860.606 contracts (Direct);
Common Stock — 26,346.037 shares (Indirect, By PACCAR Savings Investment Plan (SIP));
Stock Option — 32,467 contracts (Direct)
Footnotes (4)
- 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.
Key Figures
Common shares added via Savings Investment Plan: 74.929 shares
Indirect common shares held through Savings Investment Plan: 26,346.037 shares
Deferred Compensation Plan stock units added: 8.175 units
+4 more
7 metrics
Common shares added via Savings Investment Plan
74.929 shares
Dividend reinvestment on September 2, 2026
Indirect common shares held through Savings Investment Plan
26,346.037 shares
Post-transaction balance on September 2, 2026
Deferred Compensation Plan stock units added
8.175 units
Dividend reinvestment on September 2, 2026
Deferred Compensation Plan stock units held
2,860.606 units
Post-transaction balance on September 2, 2026, convertible one-for-one into common stock
Dividend reinvestment price reference
$122.13 per share
Applied to 74.929 common shares and 8.175 stock units on September 2, 2026
Stock option exercise price example (low)
$43.7067 per share
Option to acquire 2,000 common shares expiring February 6, 2029
Stock option exercise price example (high)
$127.35 per share
Option to acquire 4,728 common shares expiring February 6, 2036
Key Terms
PACCAR Savings Investment Plan (SIP), Deferred Compensation Plan (DCP), deferred phantom stock account, Rule16b-3(c)
4 terms
PACCAR Savings Investment Plan (SIP) financial
"Dividend on PACCAR Savings Investment Plan (SIP) shares reinvested"
Deferred Compensation Plan (DCP) financial
"under PACCAR Deferred Compensation Plan (DCP) convertible to common stock"
deferred phantom stock account financial
"Share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan"
Rule16b-3(c) regulatory
"in exempt transaction(s) under Rule16b-3(c) and Rule 16b-3(d)"
FAQ
What transactions did PACCAR INC (PCAR) vice president William Lance Walters report on this Form 4?
He reported dividend reinvestments on September 2, 2026: 74.929 PACCAR common shares added through the Savings Investment Plan and 8.175 stock units added in the Deferred Compensation Plan, plus disclosure of several outstanding stock option awards with various exercise prices and expirations.
What are the details of the Deferred Compensation Plan stock units reported for PACCAR (PCAR)?
Walters acquired 8.175 stock units on September 2, 2026 as dividends reinvested in the PACCAR Deferred Compensation Plan, bringing his balance to 2,860.606 stock units. The footnotes state these units are convertible into common stock on a one-for-one basis when applicable conditions are satisfied.
What stock options for PACCAR (PCAR) does William Lance Walters report as outstanding?
He reports several stock option awards to acquire PACCAR common stock, including options over 2,000 shares at $43.7067 per share expiring February 6, 2029 and options over 4,728 shares at $127.35 per share expiring February 6, 2036, along with additional grants at intermediate prices and dates.
Were the reported PACCAR (PCAR) transactions made under a Rule 10b5-1 trading plan?
The Form 4 indicates that the transactions were not reported as being made under a Rule 10b5-1 trading plan. The document-level checkbox for such a plan is shown as unchecked.
AI-generated analysis. How Rhea-AI works. Not financial advice.
