Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BRISTOL MYERS SQUIBB COBMY · Entity 1662 | EVP, General Counsel | October 02, 2026 | October 05, 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 October 02, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.10 par valueSEC Table I · non-derivative | Direct | 15,876 |
Ending reported balance
After 2026-10-02 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-10-02 · Exercise / conversion · Acquired 4,559 · Balance 18,208 F1: These restricted stock units vested in three equal installments beginning on October 2, 2024. Row 2 · 2026-10-02 · Tax withholding · Disposed 2,332 · Balance 15,876 F2: Shares withheld for payment of taxes upon vesting of restricted stock units. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2026-10-02 | Direct | 0 |
Reported balance
After 2026-10-02 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-10-02 · Exercise / conversion · Disposed 4,559 · Balance 0 F1: These restricted stock units vested in three equal installments beginning on October 2, 2024. F3: Each restricted stock unit converts into one share of common stock upon vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: These restricted stock units vested in three equal installments beginning on October 2, 2024.
F2: Shares withheld for payment of taxes upon vesting of restricted stock units.
F3: Each restricted stock unit converts into one share of common stock upon vesting.
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 |
|---|---|---|---|---|---|---|
| March 10, 2024 Filed Mar 13, 2024 00:00 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantPerformance Shares · Derivative | 11,029 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-24-000065 · wk-form4_1710288027.xml · derivative · entry 16 Gallman Cari · CIK 0001995058 · EVP, Corporate Affairs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,029 Underlying: Common Stock, $0.10 par value · 11,029 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 00:00 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionPerformance Shares · Derivative | 2,094 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-24-000065 · wk-form4_1710288027.xml · derivative · entry 15 Gallman Cari · CIK 0001995058 · EVP, Corporate Affairs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $0.10 par value · 2,094 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 00:00 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantMarket Share Units · Derivative | 7,353 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-24-000065 · wk-form4_1710288027.xml · derivative · entry 14 Gallman Cari · CIK 0001995058 · EVP, Corporate Affairs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,353 Underlying: Common Stock, $0.10 par value · 7,353 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 00:00 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | OtherMarket Share Units · Derivative | 867 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-24-000065 · wk-form4_1710288027.xml · derivative · entry 13 Gallman Cari · CIK 0001995058 · EVP, Corporate Affairs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,601 Underlying: Common Stock, $0.10 par value · 867 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 00:00 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | OtherMarket Share Units · Derivative | 910 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-24-000065 · wk-form4_1710288027.xml · derivative · entry 12 Gallman Cari · CIK 0001995058 · EVP, Corporate Affairs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,822 Underlying: Common Stock, $0.10 par value · 910 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 00:00 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionMarket Share Units · Derivative | 349 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-24-000065 · wk-form4_1710288027.xml · derivative · entry 11 Gallman Cari · CIK 0001995058 · EVP, Corporate Affairs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 349 Underlying: Common Stock, $0.10 par value · 349 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 00:00 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionMarket Share Units · Derivative | 318 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-24-000065 · wk-form4_1710288027.xml · derivative · entry 10 Gallman Cari · CIK 0001995058 · EVP, Corporate Affairs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $0.10 par value · 318 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 00:00 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 494 | $53.79 | $26,572.26 |
DisclosureSEC source: 0000014272-24-000065 · wk-form4_1710288027.xml · nonDerivative · entry 9 Gallman Cari · CIK 0001995058 · EVP, Corporate Affairs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,432 F3 · shares: Shares withheld for payment of taxes upon vesting of awards. Read SEC document |
| March 10, 2024 Filed Mar 13, 2024 00:00 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | OtherCommon Stock, $0.10 par value | 729 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-24-000065 · wk-form4_1710288027.xml · nonDerivative · entry 8 Gallman Cari · CIK 0001995058 · EVP, Corporate Affairs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,926 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 00:00 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionCommon Stock, $0.10 par value | 2,094 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-24-000065 · wk-form4_1710288027.xml · nonDerivative · entry 7 Gallman Cari · CIK 0001995058 · EVP, Corporate Affairs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,655 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 00:00 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 105 | $53.79 | $5,647.95 |
DisclosureSEC source: 0000014272-24-000065 · wk-form4_1710288027.xml · nonDerivative · entry 6 Gallman Cari · CIK 0001995058 · EVP, Corporate Affairs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 561 F3 · shares: Shares withheld for payment of taxes upon vesting of awards. Read SEC document |
| March 10, 2024 Filed Mar 13, 2024 00:00 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | OtherCommon Stock, $0.10 par value | 60 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-24-000065 · wk-form4_1710288027.xml · nonDerivative · entry 5 Gallman Cari · CIK 0001995058 · EVP, Corporate Affairs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 666 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 00:00 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionCommon Stock, $0.10 par value | 349 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-24-000065 · wk-form4_1710288027.xml · nonDerivative · entry 4 Gallman Cari · CIK 0001995058 · EVP, Corporate Affairs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 726 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 00:00 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 97 | $53.79 | $5,217.63 |
DisclosureSEC source: 0000014272-24-000065 · wk-form4_1710288027.xml · nonDerivative · entry 3 Gallman Cari · CIK 0001995058 · EVP, Corporate Affairs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 377 F3 · shares: Shares withheld for payment of taxes upon vesting of awards. Read SEC document |
| March 10, 2024 Filed Mar 13, 2024 00:00 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | OtherCommon Stock, $0.10 par value | 50 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-24-000065 · wk-form4_1710288027.xml · nonDerivative · entry 2 Gallman Cari · CIK 0001995058 · EVP, Corporate Affairs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 474 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 00:00 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionCommon Stock, $0.10 par value | 318 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-24-000065 · wk-form4_1710288027.xml · nonDerivative · entry 1 Gallman Cari · CIK 0001995058 · EVP, Corporate Affairs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 524 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 |
| October 02, 2023 Filed Oct 5, 2023 01:04 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantRestricted Stock Units · Derivative | 13,675 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-23-000175 · wk-form4_1696467847.xml · derivative · entry 1 Gallman Cari · CIK 0001995058 · EVP, Corporate Affairs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,675 Underlying: Common Stock, $0.10 par value · 13,675 shares Expires 2026-10-02 F1 · derivative.exercise_price: The restricted stock units vest in three equal installments beginning on October 2, 2024. F2 · derivative.exercise_date: Each restricted stock unit converts into one share of common stock upon vesting. 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.