Walters William Lance 4

4 · PACCAR INC · Filed Jun 5, 2026

AI-generated summary of this filing

Updated Jun 5, 2026

PACCAR (PCAR) VP William Walters Acquires 88 Shares

What Happened

William Lance Walters, a Vice President at PACCAR (PCAR), acquired a total of 88.37 shares on 2026-06-03 through dividend reinvestment and related plan activity. He received 79.668 common shares at $114.38 each (value $9,112) and 8.702 derivative share units at $114.38 each (value $995). The combined value of these acquisitions is about $10,107.
This was an acquisition (not a sale) and reflects routine plan activity (dividend reinvestment/share-unit credits) rather than an open-market purchase.

Key Details

Transaction date: 2026-06-03; Filing date: 2026-06-05 (timely filing).
Prices reported: $114.38 per share for both items.
Shares acquired: 79.668 common shares (cash-equivalent $9,112) + 8.702 derivative share units (cash-equivalent $995).
Total value: ≈ $10,107 (≈ $10.1K).
Shares owned after transaction: not specified in the provided excerpt of the Form 4.
Footnotes of note:
- F1/F4: These were dividend amounts reinvested under the PACCAR Savings Investment Plan (SIP) and Deferred Compensation Plan (DCP).
- F3: The 8.702 items are share units in a deferred phantom stock account (DCP) convertible one-for-one to common stock when conditions are met.
- F2/F5: Balances include company-match and deferred shares awarded under SIP/DCP and exempt transactions under Rule 16b-3.
No indication of a 10b5-1 plan, option exercise-and-sell, or tax-withholding sale in this filing.

Context

Dividend reinvestments and credited deferred-compensation share units are routine administrative transactions and do not necessarily signal a change in executive sentiment about the stock. The derivative units noted are part of a deferred compensation arrangement and convert to common shares only when plan conditions are satisfied.

Form 4

Period: 2026-06-03

Vice President

Transactions

Other
Common Stock
[F1][F2]
2026-06-03$114.38/sh+79.668$9,112→ 26,243.924 total(indirect: By PACCAR Savings Investment Plan (SIP))
Other
Stock Units (DCP)
[F3][F4][F5]
2026-06-03$114.38/sh+8.702$995→ 2,852.431 total
→ Common Stock (8.702 underlying)

Holdings

Stock Option
Exercise: $43.71From: 2022-01-01Exp: 2029-02-06→ Common Stock (3,000 underlying)
3,000
Stock Option
Exercise: $50.79From: 2023-01-01Exp: 2030-02-04→ Common Stock (4,575 underlying)
4,575
Stock Option
Exercise: $61.26From: 2024-01-01Exp: 2031-02-02→ Common Stock (4,137 underlying)
4,137
Stock Option
Exercise: $62.87From: 2025-01-01Exp: 2032-02-07→ Common Stock (4,143 underlying)
4,143
Stock Option
Exercise: $71.95From: 2026-01-01Exp: 2033-02-08→ Common Stock (4,172 underlying)
4,172
Stock Option
Exercise: $104.16From: 2027-01-01Exp: 2034-02-05→ Common Stock (4,468 underlying)
4,468
Stock Option
Exercise: $109.13From: 2028-01-01Exp: 2035-02-03→ Common Stock (4,244 underlying)
4,244
Stock Option
Exercise: $127.35From: 2029-01-01Exp: 2036-02-06→ Common Stock (4,728 underlying)
4,728

Footnotes (5)

[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.
[F5]Balance includes shares deferred under PACCAR Deferred Compensation Plan in exempt transaction(s) under Rule16b-3(c) and Rule 16b-3(d).

Signature

Michael R. Beers, by Power of Attorney|2026-06-05

1 file