Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BRISTOL MYERS SQUIBB COBMY · Entity 1662 | EVP, Chief Commercial Officer | May 01, 2026 | May 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 May 01, 2026 · Filed May 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.10 par valueSEC Table I · non-derivative | Direct | 19,706 |
Ending reported balance
After 2026-05-01 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-05-01 · Exercise / conversion · Acquired 1,373 · Balance 20,508 F1: Represents vesting of one-quarter of market share units granted on May 1, 2023. Row 2 · 2026-05-01 · Other · Disposed 203 · Balance 20,305 F2: Represents a downward adjustment to the number of shares acquired upon the vesting of market share units due to the performance factor. Row 3 · 2026-05-01 · Tax withholding · Disposed 599 · Balance 19,706 F3: Shares withheld for payment of taxes upon vesting of awards. |
| Market Share UnitsSEC Table II · derivative / convertible security · Expires 2027-05-01 | Direct | 1,375 |
Reported balance
After 2026-05-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-05-01 · Exercise / conversion · Disposed 1,373 · Balance 1,375 F5: 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: Represents vesting of one-quarter of market share units granted on May 1, 2023. |
| Common Stock, $0.10 par valueSEC Table I · non-derivative | IndirectBMS Savings and Investment Program | 5,978.223 |
Reported balance
Holding disclosure · report date 2026-05-01 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 5,978.223 F4: Based on recent 401(k) plan statement. |
| Common Stock, $0.10 par valueSEC Table I · non-derivative | IndirectBy Spouse | 2,993.491 |
Reported balance
Holding disclosure · report date 2026-05-01 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 2,993.491 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents vesting of one-quarter of market share units granted on May 1, 2023.
F2: Represents a downward adjustment to the number of shares acquired upon the vesting of market share units due to the performance factor.
F3: Shares withheld for payment of taxes upon vesting of awards.
F4: Based on recent 401(k) plan statement.
F5: 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%.
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 01:54 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 3,235 | $53.79 | $174,010.65 |
DisclosureSEC source: 0000014272-24-000078 · wk-form4_1710294886.xml · nonDerivative · entry 9 Lenkowsky Adam · CIK 0001975719 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,650 F3 · shares: Shares withheld for payment of taxes upon vesting of awards. Read SEC document |
| March 10, 2024 Filed Mar 13, 2024 01:54 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | OtherCommon Stock, $0.10 par value | 3,974 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-24-000078 · wk-form4_1710294886.xml · nonDerivative · entry 8 Lenkowsky Adam · CIK 0001975719 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,885 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 01:54 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionCommon Stock, $0.10 par value | 11,416 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-24-000078 · wk-form4_1710294886.xml · nonDerivative · entry 7 Lenkowsky Adam · CIK 0001975719 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,859 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 01:54 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 570 | $53.79 | $30,660.30 |
DisclosureSEC source: 0000014272-24-000078 · wk-form4_1710294886.xml · nonDerivative · entry 6 Lenkowsky Adam · CIK 0001975719 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,443 F3 · shares: Shares withheld for payment of taxes upon vesting of awards. Read SEC document |
| March 10, 2024 Filed Mar 13, 2024 01:54 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | OtherCommon Stock, $0.10 par value | 328 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-24-000078 · wk-form4_1710294886.xml · nonDerivative · entry 5 Lenkowsky Adam · CIK 0001975719 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,013 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 01:54 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionCommon Stock, $0.10 par value | 1,902 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-24-000078 · wk-form4_1710294886.xml · nonDerivative · entry 4 Lenkowsky Adam · CIK 0001975719 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,341 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 01:54 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 518 | $53.79 | $27,863.22 |
DisclosureSEC source: 0000014272-24-000078 · wk-form4_1710294886.xml · nonDerivative · entry 3 Lenkowsky Adam · CIK 0001975719 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,439 F3 · shares: Shares withheld for payment of taxes upon vesting of awards. Read SEC document |
| March 10, 2024 Filed Mar 13, 2024 01:54 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | OtherCommon Stock, $0.10 par value | 267 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-24-000078 · wk-form4_1710294886.xml · nonDerivative · entry 2 Lenkowsky Adam · CIK 0001975719 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,957 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 01:54 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionCommon Stock, $0.10 par value | 1,698 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-24-000078 · wk-form4_1710294886.xml · nonDerivative · entry 1 Lenkowsky Adam · CIK 0001975719 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,224 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 |
| June 03, 2023 Filed Jun 6, 2023 23:39 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionRestricted Stock Units · Derivative | 1,077 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-23-000119 · wk-form4_1686094775.xml · derivative · entry 5 Lenkowsky Adam · CIK 0001975719 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $0.10 par value · 1,077 shares Expires 2023-06-03 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 · derivative.exercise_price: Each restricted stock unit converts into one share of common stock upon vesting. F1 · derivative.exercise_date: The restricted stock units vest in four equal installments beginning on June 3, 2020. Read SEC document |
| June 03, 2023 Filed Jun 6, 2023 23:39 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 551 | $65.66 | $36,178.66 |
DisclosureSEC source: 0000014272-23-000119 · wk-form4_1686094775.xml · nonDerivative · entry 2 Lenkowsky Adam · CIK 0001975719 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 526 F2 · shares: Shares withheld for payment of taxes upon vesting of award. Read SEC document |
| June 03, 2023 Filed Jun 6, 2023 23:39 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionCommon Stock, $0.10 par value | 1,077 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-23-000119 · wk-form4_1686094775.xml · nonDerivative · entry 1 Lenkowsky Adam · CIK 0001975719 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,077 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: The restricted stock units vest in four equal installments beginning on June 3, 2020. Read SEC document |
| May 01, 2023 Filed May 3, 2023 23:37 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantPerformance Shares · Derivative | 8,241 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-23-000112 · wf-form4_168315701807555.xml · derivative · entry 2 Lenkowsky Adam · CIK 0001975719 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,241 Underlying: Common Stock, $0.10 par value · 8,241 shares Expires 2026-03-10 F3 · derivative.exercise_price: Each performance share converts into one share of common stock upon distribution in the first quarter of 2026. F3 · derivative.exercise_date: Each performance share converts into one share of common stock upon distribution in the first quarter of 2026. Read SEC document |
| May 01, 2023 Filed May 3, 2023 23:37 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantMarket Share Units · Derivative | 5,494 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-23-000112 · wf-form4_168315701807555.xml · derivative · entry 1 Lenkowsky Adam · CIK 0001975719 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,494 Underlying: Common Stock, $0.10 par value · 5,494 shares Expires 2027-05-10 F1 · 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%. F2 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.