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PACCAR (NASDAQ: PCAR) VP details dividend reinvestment, option holdings

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

PACCAR Inc vice president and general counsel Michael K. Walton reported routine equity activity in a Form 4. On January 7, 2026, dividends were reinvested into 79.208 shares of PACCAR common stock at $115.3 per share through the PACCAR Savings Investment Plan (SIP), bringing his indirectly held SIP balance to 6,675.163 shares. He also reported a dividend reinvestment of 166.441 stock units in a deferred phantom stock account under the PACCAR Deferred Compensation Plan (DCP) at $115.3 per unit, for a new total of 13,873.98 DCP stock units.

The filing updates his existing stock option holdings, showing options on 1,302, 7,918, 6,108, and 5,844 shares at stated exercise prices and vesting/expiration dates, and 1,529 restricted stock units under a Long Term Incentive Plan, all convertible to common stock on a one-for-one basis upon applicable conditions.

Positive

  • None.

Negative

  • None.
Insider WALTON MICHAEL K
Role VICE PRESIDENT/GENERAL COUNSEL
Type Security Shares Price Value
Other Stock Units (DCP) 166.441 $115.30 $19K
Other Common Stock 79.208 $115.30 $9K
holding Stock Option -- -- --
holding Stock Option -- -- --
holding Stock Option -- -- --
holding Stock Option -- -- --
holding Stock Units (LTIP) -- -- --
holding Common Stock -- -- --
Holdings After Transaction: Stock Units (DCP) — 13,873.98 shares (Direct); Common Stock — 6,675.163 shares (Indirect, By PACCAR Savings Investment Plan (SIP)); Stock Option — 1,302 shares (Direct); Stock Units (LTIP) — 1,529 shares (Direct); Common Stock — 2,515 shares (Direct)
Footnotes (1)
  1. Dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP. Balance includes shares awarded under PACCAR Savings Investment Plan (Company match) in exempt transaction(s) under Rule16b-3(c) and Rule 16b-3(d). 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. Dividend on share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) reinvested pursuant to DCP. 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.
SEC Form 4
FORM 4 UNITED 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*
WALTON MICHAEL K

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

(Street)
BELLEVUE WA 98004

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
PACCAR INC [ PCAR ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
VICE PRESIDENT/GENERAL COUNSEL
3. Date of Earliest Transaction (Month/Day/Year)
01/07/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
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)
Code V Amount (A) or (D) Price
Common Stock 01/07/2026 J(1) 79.208 A $115.3 6,675.163(2) I By PACCAR Savings Investment Plan (SIP)
Common Stock 2,515 D
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)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Stock Units (DCP) (3) 01/07/2026 J(4) 166.441 (3) (3) Common Stock 166.441 $115.3 13,873.98 D
Stock Option $62.8667 01/01/2025 02/07/2032 Common Stock 1,302 1,302 D
Stock Option $71.95 01/01/2026 02/08/2033 Common Stock 7,918 7,918 D
Stock Option $104.16 01/01/2027 02/05/2034 Common Stock 6,108 6,108 D
Stock Option $109.13 01/01/2028 02/03/2035 Common Stock 5,844 5,844 D
Stock Units (LTIP) (5) (5) (5) Common Stock 1,529 1,529 D
Explanation of Responses:
1. Dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP.
2. Balance includes shares awarded under PACCAR Savings Investment Plan (Company match) in exempt transaction(s) under Rule16b-3(c) and Rule 16b-3(d).
3. 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.
4. Dividend on share units held in deferred phantom stock account under PACCAR Deferred Compensation Plan (DCP) reinvested pursuant to DCP.
5. 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 Attorney 01/08/2026
** Signature of Reporting Person Date
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.

FAQ

What does PACCAR (PCAR) VP Michael Walton report in this Form 4?

The Form 4 shows Michael K. Walton, PACCAR’s vice president and general counsel, reporting dividend reinvestments into common stock through the PACCAR Savings Investment Plan (SIP) and into deferred stock units under the Deferred Compensation Plan (DCP), along with an updated snapshot of his stock option and restricted stock unit holdings.

How many PACCAR (PCAR) shares were added through the SIP dividend reinvestment?

The filing reports that 79.208 shares of PACCAR common stock were acquired at $115.3 per share via dividend reinvestment in the PACCAR Savings Investment Plan (SIP), resulting in 6,675.163 shares beneficially owned through the SIP after the transaction.

What deferred stock units did PACCAR (PCAR) executive Michael Walton acquire?

On January 7, 2026, 166.441 stock units were credited to a deferred phantom stock account under the PACCAR Deferred Compensation Plan (DCP) at $115.3 per unit, bringing his total DCP stock units to 13,873.98, each convertible to one share of common stock upon satisfaction of plan conditions.

Are the PACCAR (PCAR) stock units and restricted stock units convertible into common stock?

Yes. The Form 4 notes that DCP stock units and restricted stock units under the Long Term Incentive Plan (LTIP) are held in deferred phantom stock accounts and are convertible to PACCAR common stock on a one-for-one basis, subject to applicable vesting or other plan conditions.

What stock option positions does the PACCAR (PCAR) Form 4 disclose for Michael Walton?

The filing lists stock options held directly by Michael Walton covering 1,302, 7,918, 6,108, and 5,844 shares of PACCAR common stock at stated exercise prices and with specific exercisable and expiration dates. These entries update existing holdings rather than report new option grants or exercises.

How much PACCAR (PCAR) common stock does Michael Walton hold directly versus through the SIP?

According to the Form 4, Michael Walton holds 2,515 shares of PACCAR common stock directly and 6,675.163 shares indirectly through the PACCAR Savings Investment Plan (SIP), reflecting his beneficial ownership in each category after the reported dividend reinvestment.