Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BRISTOL MYERS SQUIBB COBMY · Entity 1662 | SVP and Controller | August 25, 2026 | August 26, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
BRISTOL MYERS SQUIBB CO
Report date August 25, 2026 · Filed August 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.10 par valueSEC Table I · non-derivative | Direct | 16,862 |
Reported balance
After 2026-08-25 transaction · row 1
1 source rowRow 1 · 2026-08-25 · Sale · Disposed 500 · Balance 16,862 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 25, 2026 Filed Aug 26, 2026 20:17 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | SaleCommon Stock, $0.10 par value | 500 | $67.50 | $33,750.00 |
DisclosureSEC source: 0002012588-26-000004 · wk-form4_1787775463.xml · nonDerivative · entry 1 Holzer Phil M · CIK 0002012588 · SVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,862 Read SEC document |
| March 10, 2026 Filed Mar 12, 2026 20:17 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantPerformance Shares · Derivative | 7,547 | $0.00 | $0.00 |
DisclosureSEC source: 0002012588-26-000002 · wk-form4_1773346669.xml · derivative · entry 14 Holzer Phil M · CIK 0002012588 · SVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,547 Underlying: Common Stock, $0.10 par value · 7,547 shares Expires 2029-03-10 F11 · derivative.exercise_price: Each performance share unit converts into one share of common stock upon distribution in the first quarter of 2029, subject to certification of performance results by the Board. F11 · derivative.exercise_date: Each performance share unit converts into one share of common stock upon distribution in the first quarter of 2029, subject to certification of performance results by the Board. Read SEC document |
| March 10, 2026 Filed Mar 12, 2026 20:17 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantMarket Share Units · Derivative | 5,031 | $0.00 | $0.00 |
DisclosureSEC source: 0002012588-26-000002 · wk-form4_1773346669.xml · derivative · entry 13 Holzer Phil M · CIK 0002012588 · SVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,031 Underlying: Common Stock, $0.10 par value · 5,031 shares Expires 2029-03-10 F9 · derivative.exercise_price: Each market share unit converts into the number of shares of common stock determined by applying a payout factor to the target number of shares vesting on a given date. The payout factor is the greater of Total Return and relative total shareholder return (rTSR) Floor. Total Return is a ratio of the 10-day average closing stock price on the measurement date, plus the value of accumulated dividends, divided by the average stock price on the grant date (also a 10-day average). The minimum payout factor for Total Return performance that must be achieved to earn a payout is 80% and the maximum is 225%. The rTSR Floor feature provides a minimum level of payout if BMS stock price declines from the grant date but outperforms our peers based on their TSR percentile rank. A TSR percentile rank (i) below the 50th percentile yields a 0% payout, (ii) between the 50th and 74.99th percentiles yields a 50% payout, and (iii) at or above the 75th percentile yields a 100% payout. F10 · derivative.exercise_date: These market share units cliff vest on the third anniversary of the grant date, subject to certification of performance results by the Board. Read SEC document |
| March 10, 2026 Filed Mar 12, 2026 20:17 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionPerformance Shares · Derivative | 4,612 | $0.00 | $0.00 |
DisclosureSEC source: 0002012588-26-000002 · wk-form4_1773346669.xml · derivative · entry 12 Holzer Phil M · CIK 0002012588 · SVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $0.10 par value · 4,612 shares Expires 2026-03-10 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F8 · derivative.exercise_price: Each performance share unit converts into one share of common stock upon distribution in the first quarter of 2026. F5 · derivative.exercise_date: Amount represents distribution of performance shares earned under the 2023-2025 Long-Term Performance Award. Read SEC document |
| March 10, 2026 Filed Mar 12, 2026 20:17 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionMarket Share Units · Derivative | 768 | $0.00 | $0.00 |
DisclosureSEC source: 0002012588-26-000002 · wk-form4_1773346669.xml · derivative · entry 11 Holzer Phil M · CIK 0002012588 · SVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 771 Underlying: Common Stock, $0.10 par value · 768 shares Expires 2027-03-10 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · derivative.exercise_price: Each market share unit converts into the number of shares of common stock determined by applying a payout factor to the target number of shares vesting on a given date. The payout factor is a ratio of the average of the closing price on the measurement date plus the nine prior trading days divided by the average stock price on the grant date (also a 10-day average). The minimum payout factor that must be achieved to earn a payout is 80% and the maximum payout factor is 225%. F4 · derivative.exercise_date: Represents vesting of one-quarter of market share units granted on March 10, 2023. Read SEC document |
| March 10, 2026 Filed Mar 12, 2026 20:17 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionMarket Share Units · Derivative | 811 | $0.00 | $0.00 |
DisclosureSEC source: 0002012588-26-000002 · wk-form4_1773346669.xml · derivative · entry 10 Holzer Phil M · CIK 0002012588 · SVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $0.10 par value · 811 shares Expires 2026-03-10 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · derivative.exercise_price: Each market share unit converts into the number of shares of common stock determined by applying a payout factor to the target number of shares vesting on a given date. The payout factor is a ratio of the average of the closing price on the measurement date plus the nine prior trading days divided by the average stock price on the grant date (also a 10-day average). The minimum payout factor that must be achieved to earn a payout is 80% and the maximum payout factor is 225%. F1 · derivative.exercise_date: Represents vesting of one-quarter of market share units granted on March 10, 2022. Read SEC document |
| March 10, 2026 Filed Mar 12, 2026 20:17 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 849 | $60.13 | $51,050.37 |
DisclosureSEC source: 0002012588-26-000002 · wk-form4_1773346669.xml · nonDerivative · entry 9 Holzer Phil M · CIK 0002012588 · SVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,362 F3 · shares: Shares withheld for payment of taxes upon vesting of awards. Read SEC document |
| March 10, 2026 Filed Mar 12, 2026 20:17 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | OtherCommon Stock, $0.10 par value | 2,264 | $0.00 | $0.00 |
DisclosureSEC source: 0002012588-26-000002 · wk-form4_1773346669.xml · nonDerivative · entry 8 Holzer Phil M · CIK 0002012588 · SVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,211 F6 · shares: Adjustment to award based on the performance factor applied in accordance with the terms of the award and certification of performance results by the Board. Read SEC document |
| March 10, 2026 Filed Mar 12, 2026 20:17 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionCommon Stock, $0.10 par value | 4,612 | $0.00 | $0.00 |
DisclosureSEC source: 0002012588-26-000002 · wk-form4_1773346669.xml · nonDerivative · entry 7 Holzer Phil M · CIK 0002012588 · SVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,475 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · shares: Amount represents distribution of performance shares earned under the 2023-2025 Long-Term Performance Award. Read SEC document |
| March 10, 2026 Filed Mar 12, 2026 20:17 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 248 | $60.13 | $14,912.24 |
DisclosureSEC source: 0002012588-26-000002 · wk-form4_1773346669.xml · nonDerivative · entry 6 Holzer Phil M · CIK 0002012588 · SVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,863 F3 · shares: Shares withheld for payment of taxes upon vesting of awards. Read SEC document |
| March 10, 2026 Filed Mar 12, 2026 20:17 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | OtherCommon Stock, $0.10 par value | 83 | $0.00 | $0.00 |
DisclosureSEC source: 0002012588-26-000002 · wk-form4_1773346669.xml · nonDerivative · entry 5 Holzer Phil M · CIK 0002012588 · SVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,111 F2 · shares: Represents a downward adjustment to the number of shares acquired upon the vesting of market share units due to the performance factor. Read SEC document |
| March 10, 2026 Filed Mar 12, 2026 20:17 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionCommon Stock, $0.10 par value | 768 | $0.00 | $0.00 |
DisclosureSEC source: 0002012588-26-000002 · wk-form4_1773346669.xml · nonDerivative · entry 4 Holzer Phil M · CIK 0002012588 · SVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,194 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · shares: Represents vesting of one-quarter of market share units granted on March 10, 2023. Read SEC document |
| March 10, 2026 Filed Mar 12, 2026 20:17 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 261 | $60.13 | $15,693.93 |
DisclosureSEC source: 0002012588-26-000002 · wk-form4_1773346669.xml · nonDerivative · entry 3 Holzer Phil M · CIK 0002012588 · SVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,426 F3 · shares: Shares withheld for payment of taxes upon vesting of awards. Read SEC document |
| March 10, 2026 Filed Mar 12, 2026 20:17 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | OtherCommon Stock, $0.10 par value | 91 | $0.00 | $0.00 |
DisclosureSEC source: 0002012588-26-000002 · wk-form4_1773346669.xml · nonDerivative · entry 2 Holzer Phil M · CIK 0002012588 · SVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,687 F2 · shares: Represents a downward adjustment to the number of shares acquired upon the vesting of market share units due to the performance factor. Read SEC document |
| March 10, 2026 Filed Mar 12, 2026 20:17 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionCommon Stock, $0.10 par value | 811 | $0.00 | $0.00 |
DisclosureSEC source: 0002012588-26-000002 · wk-form4_1773346669.xml · nonDerivative · entry 1 Holzer Phil M · CIK 0002012588 · SVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,778 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents vesting of one-quarter of market share units granted on March 10, 2022. Read SEC document |
| March 10, 2025 Filed Mar 13, 2025 01:31 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantPerformance Shares · Derivative | 7,368 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-25-000064 · wk-form4_1741829459.xml · derivative · entry 18 Holzer Phil M · CIK 0002012588 · SVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,368 Underlying: Common Stock, $0.10 par value · 7,368 shares Expires 2028-03-10 F13 · derivative.exercise_price: Each performance share converts into one share of common stock upon distribution in the first quarter of 2028, subject to certification of performance results by the Board. F13 · derivative.exercise_date: Each performance share converts into one share of common stock upon distribution in the first quarter of 2028, subject to certification of performance results by the Board. Read SEC document |
| March 10, 2025 Filed Mar 13, 2025 01:31 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionPerformance Shares · Derivative | 4,861 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-25-000064 · wk-form4_1741829459.xml · derivative · entry 17 Holzer Phil M · CIK 0002012588 · SVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $0.10 par value · 4,861 shares Expires 2025-03-10 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F12 · derivative.exercise_price: Each performance share converted into one share of common stock upon distribution in the first quarter of 2025 in accordance with the terms of the award and certification of performance results by the Board. F6 · derivative.exercise_date: Amount represents distribution of performance shares earned under the 2022-2024 Long-Term Performance Award. Read SEC document |
| March 10, 2025 Filed Mar 13, 2025 01:31 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantMarket Share Units · Derivative | 4,912 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-25-000064 · wk-form4_1741829459.xml · derivative · entry 16 Holzer Phil M · CIK 0002012588 · SVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,912 Underlying: Common Stock, $0.10 par value · 4,912 shares Expires 2028-03-10 F10 · derivative.exercise_price: Each market share unit converts into the number of shares of common stock determined by applying a payout factor to the target number of shares vesting on a given date. The payout factor is the greater of Total Return and relative total shareholder return (rTSR) Floor. Total Return is a ratio of the 10-day average closing stock price on the measurement date, plus the value of accumulated dividends, divided by the average stock price on the grant date (also a 10-day average). The minimum payout factor for Total Return performance that must be achieved to earn a payout is 80% and the maximum is 225%. The rTSR Floor feature provides a minimum level of payout if BMS stock price declines from the grant date but outperforms our peers based on their TSR percentile rank. A TSR percentile rank (i) below the 50th percentile yields a 0% payout, (ii) between the 50th and 74.99th percentiles yields a 50% payout, and (iii) at or above the 75th percentile yields a 100% payout. F11 · derivative.exercise_date: These market share units cliff vest on the third anniversary of the grant date, subject to certification of performance results by the Board. Read SEC document |
| March 10, 2025 Filed Mar 13, 2025 01:31 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionMarket Share Units · Derivative | 768 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-25-000064 · wk-form4_1741829459.xml · derivative · entry 15 Holzer Phil M · CIK 0002012588 · SVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,539 Underlying: Common Stock, $0.10 par value · 768 shares Expires 2027-03-10 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F9 · derivative.exercise_price: Each market share unit converts into the number of shares of common stock determined by applying a payout factor to the target number of shares vesting on a given date. The payout factor is a ratio of the average of the closing price on the measurement date plus the nine prior trading days divided by the average stock price on the grant date (also a 10-day average). The minimum payout factor that must be achieved to earn a payout is 80% and the maximum payout factor is 225%. F5 · derivative.exercise_date: Represents vesting of one-quarter of market share units granted on March 10, 2023. Read SEC document |
| March 10, 2025 Filed Mar 13, 2025 01:31 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionMarket Share Units · Derivative | 810 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-25-000064 · wk-form4_1741829459.xml · derivative · entry 14 Holzer Phil M · CIK 0002012588 · SVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 811 Underlying: Common Stock, $0.10 par value · 810 shares Expires 2026-03-10 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F9 · derivative.exercise_price: Each market share unit converts into the number of shares of common stock determined by applying a payout factor to the target number of shares vesting on a given date. The payout factor is a ratio of the average of the closing price on the measurement date plus the nine prior trading days divided by the average stock price on the grant date (also a 10-day average). The minimum payout factor that must be achieved to earn a payout is 80% and the maximum payout factor is 225%. F4 · derivative.exercise_date: Represents vesting of one-quarter of market share units granted on March 10, 2022. Read SEC document |
| March 10, 2025 Filed Mar 13, 2025 01:31 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionMarket Share Units · Derivative | 701 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-25-000064 · wk-form4_1741829459.xml · derivative · entry 13 Holzer Phil M · CIK 0002012588 · SVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $0.10 par value · 701 shares Expires 2025-03-10 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F8 · derivative.exercise_price: Each market share unit converts into the number of shares of common stock determined by applying a payout factor to the target number of shares vesting on a given date. The payout factor is a ratio of the average of the closing price on the measurement date plus the nine prior trading days divided by the average stock price on the grant date (also a 10-day average). The minimum payout factor that must be achieved to earn a payout is 60% and the maximum payout factor is 200%. F1 · derivative.exercise_date: Represents vesting of one-quarter of market share units granted on March 10, 2021. Read SEC document |
| March 10, 2025 Filed Mar 13, 2025 01:31 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 1,110 | $63.11 | $70,052.10 |
DisclosureSEC source: 0000014272-25-000064 · wk-form4_1741829459.xml · nonDerivative · entry 12 Holzer Phil M · CIK 0002012588 · SVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,967 F3 · shares: Shares withheld for payment of taxes upon vesting of awards. Read SEC document |
| March 10, 2025 Filed Mar 13, 2025 01:31 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | OtherCommon Stock, $0.10 par value | 1,793 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-25-000064 · wk-form4_1741829459.xml · nonDerivative · entry 11 Holzer Phil M · CIK 0002012588 · SVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,077 F7 · shares: Adjustment to award based on the performance factor applied in accordance with the terms of the award and certification of performance results by the Board. Read SEC document |
| March 10, 2025 Filed Mar 13, 2025 01:31 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionCommon Stock, $0.10 par value | 4,861 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-25-000064 · wk-form4_1741829459.xml · nonDerivative · entry 10 Holzer Phil M · CIK 0002012588 · SVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,870 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · shares: Amount represents distribution of performance shares earned under the 2022-2024 Long-Term Performance Award. Read SEC document |
| March 10, 2025 Filed Mar 13, 2025 01:31 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 231 | $63.11 | $14,578.41 |
DisclosureSEC source: 0000014272-25-000064 · wk-form4_1741829459.xml · nonDerivative · entry 9 Holzer Phil M · CIK 0002012588 · SVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,009 F3 · shares: Shares withheld for payment of taxes upon vesting of awards. Read SEC document |
| March 10, 2025 Filed Mar 13, 2025 01:31 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | OtherCommon Stock, $0.10 par value | 131 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-25-000064 · wk-form4_1741829459.xml · nonDerivative · entry 8 Holzer Phil M · CIK 0002012588 · SVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,240 F2 · shares: Represents a downward adjustment to the number of shares acquired upon the vesting of market share units due to the performance factor. Read SEC document |
| March 10, 2025 Filed Mar 13, 2025 01:31 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionCommon Stock, $0.10 par value | 768 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-25-000064 · wk-form4_1741829459.xml · nonDerivative · entry 7 Holzer Phil M · CIK 0002012588 · SVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,371 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · shares: Represents vesting of one-quarter of market share units granted on March 10, 2023. Read SEC document |
| March 10, 2025 Filed Mar 13, 2025 01:31 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 242 | $63.11 | $15,272.62 |
DisclosureSEC source: 0000014272-25-000064 · wk-form4_1741829459.xml · nonDerivative · entry 6 Holzer Phil M · CIK 0002012588 · SVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,603 F3 · shares: Shares withheld for payment of taxes upon vesting of awards. Read SEC document |
| March 10, 2025 Filed Mar 13, 2025 01:31 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | OtherCommon Stock, $0.10 par value | 141 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-25-000064 · wk-form4_1741829459.xml · nonDerivative · entry 5 Holzer Phil M · CIK 0002012588 · SVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,845 F2 · shares: Represents a downward adjustment to the number of shares acquired upon the vesting of market share units due to the performance factor. Read SEC document |
| March 10, 2025 Filed Mar 13, 2025 01:31 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionCommon Stock, $0.10 par value | 810 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-25-000064 · wk-form4_1741829459.xml · nonDerivative · entry 4 Holzer Phil M · CIK 0002012588 · SVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,986 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · shares: Represents vesting of one-quarter of market share units granted on March 10, 2022. Read SEC document |
| March 10, 2025 Filed Mar 13, 2025 01:31 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 237 | $63.11 | $14,957.07 |
DisclosureSEC source: 0000014272-25-000064 · wk-form4_1741829459.xml · nonDerivative · entry 3 Holzer Phil M · CIK 0002012588 · SVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,176 F3 · shares: Shares withheld for payment of taxes upon vesting of awards. Read SEC document |
| March 10, 2025 Filed Mar 13, 2025 01:31 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | OtherCommon Stock, $0.10 par value | 48 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-25-000064 · wk-form4_1741829459.xml · nonDerivative · entry 2 Holzer Phil M · CIK 0002012588 · SVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,413 F2 · shares: Represents a downward adjustment to the number of shares acquired upon the vesting of market share units due to the performance factor. Read SEC document |
| March 10, 2025 Filed Mar 13, 2025 01:31 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionCommon Stock, $0.10 par value | 701 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-25-000064 · wk-form4_1741829459.xml · nonDerivative · entry 1 Holzer Phil M · CIK 0002012588 · SVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,461 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents vesting of one-quarter of market share units granted on March 10, 2021. Read SEC document |
| November 04, 2024 Filed Nov 5, 2024 22:53 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | SaleCommon Stock, $0.10 par value | 700 | $55.62 | $38,930.50 |
DisclosureSEC source: 0000014272-24-000157 · wk-form4_1730847175.xml · nonDerivative · entry 1 Holzer Phil M · CIK 0002012588 · SVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,760 Read SEC document |
| March 10, 2024 Filed Mar 13, 2024 00:31 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantPerformance Shares · Derivative | 7,407 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-24-000069 · wk-form4_1710289869.xml · derivative · entry 16 Holzer Phil M · CIK 0002012588 · SVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,407 Underlying: Common Stock, $0.10 par value · 7,407 shares Expires 2027-03-10 F13 · derivative.exercise_price: Each performance share converts into one share of common stock upon distribution in the first quarter of 2027. F13 · derivative.exercise_date: Each performance share converts into one share of common stock upon distribution in the first quarter of 2027. Read SEC document |
| March 10, 2024 Filed Mar 13, 2024 00:31 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionPerformance Shares · Derivative | 4,206 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-24-000069 · wk-form4_1710289869.xml · derivative · entry 15 Holzer Phil M · CIK 0002012588 · SVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $0.10 par value · 4,206 shares Expires 2024-03-10 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F12 · derivative.exercise_price: Each performance share converts into one share of common stock upon distribution in the first quarter of 2024, subject to a Total Shareholder Return. F12 · derivative.exercise_date: Each performance share converts into one share of common stock upon distribution in the first quarter of 2024, subject to a Total Shareholder Return. Read SEC document |
| March 10, 2024 Filed Mar 13, 2024 00:31 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantMarket Share Units · Derivative | 4,938 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-24-000069 · wk-form4_1710289869.xml · derivative · entry 14 Holzer Phil M · CIK 0002012588 · SVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,938 Underlying: Common Stock, $0.10 par value · 4,938 shares Expires 2028-03-10 F8 · derivative.exercise_price: Each market share unit converts into the number of shares of common stock determined by applying a payout factor to the target number of shares vesting on a given date. The payout factor is a ratio of the average of the closing price on the measurement date plus the nine prior trading days divided by the average stock price on the grant date (also a 10-day average). The minimum payout factor that must be achieved to earn a payout is 80% and the maximum payout factor is 225%. F10 · derivative.exercise_date: Twenty-five percent of the market share unit award will vest on each of the first, second, third and fourth anniversaries of the grant date. Read SEC document |
| March 10, 2024 Filed Mar 13, 2024 00:31 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | OtherMarket Share Units · Derivative | 768 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-24-000069 · wk-form4_1710289869.xml · derivative · entry 13 Holzer Phil M · CIK 0002012588 · SVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,307 Underlying: Common Stock, $0.10 par value · 768 shares Expires 2027-03-10 F8 · derivative.exercise_price: Each market share unit converts into the number of shares of common stock determined by applying a payout factor to the target number of shares vesting on a given date. The payout factor is a ratio of the average of the closing price on the measurement date plus the nine prior trading days divided by the average stock price on the grant date (also a 10-day average). The minimum payout factor that must be achieved to earn a payout is 80% and the maximum payout factor is 225%. F11 · shares: Represents the cancellation of one-quarter of market share units granted on March 10, 2023 due to the 80% minimum payout factor not being achieved. F10 · derivative.exercise_date: Twenty-five percent of the market share unit award will vest on each of the first, second, third and fourth anniversaries of the grant date. Read SEC document |
| March 10, 2024 Filed Mar 13, 2024 00:31 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | OtherMarket Share Units · Derivative | 810 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-24-000069 · wk-form4_1710289869.xml · derivative · entry 12 Holzer Phil M · CIK 0002012588 · SVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,621 Underlying: Common Stock, $0.10 par value · 810 shares Expires 2026-03-10 F8 · derivative.exercise_price: Each market share unit converts into the number of shares of common stock determined by applying a payout factor to the target number of shares vesting on a given date. The payout factor is a ratio of the average of the closing price on the measurement date plus the nine prior trading days divided by the average stock price on the grant date (also a 10-day average). The minimum payout factor that must be achieved to earn a payout is 80% and the maximum payout factor is 225%. F9 · shares: Represents the cancellation of one-quarter of market share units granted on March 10, 2022 due to the 80% minimum payout factor not being achieved. F10 · derivative.exercise_date: Twenty-five percent of the market share unit award will vest on each of the first, second, third and fourth anniversaries of the grant date. Read SEC document |
| March 10, 2024 Filed Mar 13, 2024 00:31 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionMarket Share Units · Derivative | 701 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-24-000069 · wk-form4_1710289869.xml · derivative · entry 11 Holzer Phil M · CIK 0002012588 · SVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 701 Underlying: Common Stock, $0.10 par value · 701 shares Expires 2025-03-10 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · derivative.exercise_price: Each market share unit converts into the number of shares of common stock determined by applying a payout factor to the target number of shares vesting on a given date. The payout factor is a ratio of the average of the closing price on the measurement date plus the nine prior trading days divided by the average stock price on the grant date (also a 10-day average). The minimum payout factor that must be achieved to earn a payout is 60% and the maximum payout factor is 200%. F4 · derivative.exercise_date: Represents vesting of one-quarter of market share units granted on March 10, 2021. Read SEC document |
| March 10, 2024 Filed Mar 13, 2024 00:31 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionMarket Share Units · Derivative | 613 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-24-000069 · wk-form4_1710289869.xml · derivative · entry 10 Holzer Phil M · CIK 0002012588 · SVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $0.10 par value · 613 shares Expires 2024-03-10 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · derivative.exercise_price: Each market share unit converts into the number of shares of common stock determined by applying a payout factor to the target number of shares vesting on a given date. The payout factor is a ratio of the average of the closing price on the measurement date plus the nine prior trading days divided by the average stock price on the grant date (also a 10-day average). The minimum payout factor that must be achieved to earn a payout is 60% and the maximum payout factor is 200%. F1 · derivative.exercise_date: Represents vesting of one-quarter of market share units granted on March 10, 2020. Read SEC document |
| March 10, 2024 Filed Mar 13, 2024 00:31 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 992 | $53.79 | $53,359.68 |
DisclosureSEC source: 0000014272-24-000069 · wk-form4_1710289869.xml · nonDerivative · entry 9 Holzer Phil M · CIK 0002012588 · SVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,460 F3 · shares: Shares withheld for payment of taxes upon vesting of awards. Read SEC document |
| March 10, 2024 Filed Mar 13, 2024 00:31 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | OtherCommon Stock, $0.10 par value | 1,464 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-24-000069 · wk-form4_1710289869.xml · nonDerivative · entry 8 Holzer Phil M · CIK 0002012588 · SVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,452 F6 · shares: Adjustment to Award based on the performance factor applied in accordance with the terms of the Award and certification of performance results by the Board. Read SEC document |
| March 10, 2024 Filed Mar 13, 2024 00:31 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionCommon Stock, $0.10 par value | 4,206 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-24-000069 · wk-form4_1710289869.xml · nonDerivative · entry 7 Holzer Phil M · CIK 0002012588 · SVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,916 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · shares: Amount represents distribution of performance shares earned under the 2021-2023 Long-Term Performance Award. Read SEC document |
| March 10, 2024 Filed Mar 13, 2024 00:31 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 210 | $53.79 | $11,295.90 |
DisclosureSEC source: 0000014272-24-000069 · wk-form4_1710289869.xml · nonDerivative · entry 6 Holzer Phil M · CIK 0002012588 · SVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,710 F3 · shares: Shares withheld for payment of taxes upon vesting of awards. Read SEC document |
| March 10, 2024 Filed Mar 13, 2024 00:31 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | OtherCommon Stock, $0.10 par value | 121 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-24-000069 · wk-form4_1710289869.xml · nonDerivative · entry 5 Holzer Phil M · CIK 0002012588 · SVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,920 F2 · shares: Represents a downward adjustment to the number of shares acquired upon the vesting of market share units due to the performance factor. Read SEC document |
| March 10, 2024 Filed Mar 13, 2024 00:31 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionCommon Stock, $0.10 par value | 701 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-24-000069 · wk-form4_1710289869.xml · nonDerivative · entry 4 Holzer Phil M · CIK 0002012588 · SVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,041 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · shares: Represents vesting of one-quarter of market share units granted on March 10, 2021. Read SEC document |
| March 10, 2024 Filed Mar 13, 2024 00:31 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 187 | $53.79 | $10,058.73 |
DisclosureSEC source: 0000014272-24-000069 · wk-form4_1710289869.xml · nonDerivative · entry 3 Holzer Phil M · CIK 0002012588 · SVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,340 F3 · shares: Shares withheld for payment of taxes upon vesting of awards. Read SEC document |
| March 10, 2024 Filed Mar 13, 2024 00:31 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | OtherCommon Stock, $0.10 par value | 97 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-24-000069 · wk-form4_1710289869.xml · nonDerivative · entry 2 Holzer Phil M · CIK 0002012588 · SVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,527 F2 · shares: Represents a downward adjustment to the number of shares acquired upon the vesting of market share units due to the performance factor. Read SEC document |
| March 10, 2024 Filed Mar 13, 2024 00:31 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionCommon Stock, $0.10 par value | 613 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-24-000069 · wk-form4_1710289869.xml · nonDerivative · entry 1 Holzer Phil M · CIK 0002012588 · SVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,624 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents vesting of one-quarter of market share units granted on March 10, 2020. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.