PACCAR VP reports updated share and option holdings
PACCAR Inc vice president Paulo Henrique Bolgar reported updated equity holdings in the company.
Rhea-AI Filing Summary
PACCAR Inc vice president Paulo Henrique Bolgar reported updated equity holdings in the company. A dividend on shares held in the PACCAR Savings Investment Plan (SIP) was reinvested, adding 2.769 shares of common stock at $114.38 per share to his indirect SIP position, which now totals 912.062 shares of common stock.
Separately, he holds 6,728 shares of PACCAR common stock directly, along with 4,625 stock units under the Long Term Incentive Plan (LTIP) that are convertible to common stock on a one-for-one basis upon vesting. He also retains several stock option awards covering 11,374 shares at an exercise price of $71.95, 8,294 shares at $104.16, 9,792 shares at $109.13, and 9,500 shares at $127.35, each expiring between 2033 and 2036.
Positive
- None.
Negative
- None.
Insider Trade Summary
Other: 2.769 shares
Other
7 txns
Insider
Bolgar Paulo Henrique
Role
Vice President
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Other | Common Stock | 2.769 | $114.38 | $316.72 |
| holding | Stock Option | -- | -- | -- |
| holding | Stock Option | -- | -- | -- |
| holding | Stock Option | -- | -- | -- |
| holding | Stock Option | -- | -- | -- |
| holding | Stock Units (LTIP) | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 912.062 shares (Indirect, By PACCAR Savings Investment Plan (SIP));
Stock Option — 38,960 contracts (Direct);
Stock Units (LTIP) — 4,625 contracts (Direct);
Common Stock — 6,728 shares (Direct)
Footnotes (2)
- F1. Dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP.
- 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.
Key Figures
SIP dividend reinvestment: 2.769 shares at $114.38/share
Indirect SIP holdings: 912.062 shares
Direct common stock: 6,728 shares
+5 more
8 metrics
SIP dividend reinvestment
2.769 shares at $114.38/share
Common stock via PACCAR Savings Investment Plan dividend reinvestment
Indirect SIP holdings
912.062 shares
Common stock held through PACCAR Savings Investment Plan
Direct common stock
6,728 shares
Direct ownership of PACCAR common stock following reported holdings
LTIP stock units
4,625 units
Restricted stock units under LTIP, 1:1 convertible to common stock upon vesting
Stock option grant A
11,374 shares at $71.95
Stock option on common stock, expiration 2033-02-08
Stock option grant B
8,294 shares at $104.16
Stock option on common stock, expiration 2034-02-05
Stock option grant C
9,792 shares at $109.13
Stock option on common stock, expiration 2035-02-03
Stock option grant D
9,500 shares at $127.35
Stock option on common stock, expiration 2036-02-06
Key Terms
PACCAR Savings Investment Plan (SIP), Long Term Incentive Plan (LTIP), restricted stock units, deferred phantom stock account, +1 more
5 terms
PACCAR Savings Investment Plan (SIP) financial
"Dividend on PACCAR Savings Investment Plan (SIP) shares reinvested pursuant to SIP."
Long Term Incentive Plan (LTIP) financial
"Restricted stock units held in deferred phantom stock account under Long Term Incentive Plan (LTIP)"
restricted stock units financial
"Restricted stock units held in deferred phantom stock account under Long Term Incentive Plan"
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.
deferred phantom stock account financial
"Restricted stock units held in deferred phantom stock account under Long Term Incentive Plan (LTIP)"
Stock Option financial
"Stock Option underlying PACCAR common stock with specified exercise prices and expiration dates"
A stock option is a contract that gives you the right to buy or sell a company's stock at a specific price within a certain time frame. People use them to potentially make money if the stock's price moves favorably or to protect against losses. It's like holding a coupon that can be used to buy or sell stock at a set price later on.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What did PACCAR (PCAR) vice president Paulo Henrique Bolgar report in this Form 4?
He reported updated holdings of PACCAR equity, including direct common stock, indirect shares through the PACCAR Savings Investment Plan, restricted stock units under the LTIP, and multiple stock option grants with defined exercise prices and expiration dates.
What transaction occurred in the PACCAR Savings Investment Plan (SIP) for Paulo Henrique Bolgar?
A dividend on SIP shares was reinvested, resulting in an additional 2.769 PACCAR common shares at $114.38 per share. This brought his indirect SIP holdings to 912.062 common shares, as disclosed in the Form 4 footnote.
What long-term incentive positions does Paulo Henrique Bolgar have with PACCAR (PCAR)?
He holds 4,625 stock units under the Long Term Incentive Plan, convertible to PACCAR common stock on a one-for-one basis upon vesting, plus multiple stock option awards with exercise prices from $71.95 to $127.35 expiring between 2033 and 2036.
What are the key stock option grants reported by Paulo Henrique Bolgar at PACCAR (PCAR)?
He has options tied to PACCAR common stock covering 11,374 shares at $71.95, 8,294 shares at $104.16, 9,792 shares at $109.13, and 9,500 shares at $127.35, with expiration dates ranging from 2033 to 2036.
AI-generated analysis. How Rhea-AI works. Not financial advice.
