Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BRISTOL MYERS SQUIBB COBMY · Entity 1662 | EVP, Chief Supply Chain & Ops | April 01, 2026 | April 02, 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 April 01, 2026 · Filed April 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.10 par valueSEC Table I · non-derivative | Direct | 25,888 |
Ending reported balance
After 2026-04-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-04-01 · Exercise / conversion · Acquired 3,307 · Balance 27,580 F1: The restricted stock units vested in four equal annual installments beginning on April 1, 2023. Row 2 · 2026-04-01 · Tax withholding · Disposed 1,692 · Balance 25,888 F2: Shares withheld for payment of taxes upon vesting of awards. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2026-04-01 | Direct | 0 |
Reported balance
After 2026-04-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-04-01 · Exercise / conversion · Disposed 3,307 · Balance 0 F4: Each restricted stock unit converts into one share of common stock upon vesting. F1: The restricted stock units vested in four equal annual installments beginning on April 1, 2023. |
| Common Stock, $0.10 par valueSEC Table I · non-derivative | IndirectBMS Savings and Investment Program | 1,457.74 |
Reported balance
Holding disclosure · report date 2026-04-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,457.74 F3: Based on recent 401(k) plan statement. |
Filing footnotes · ownership attribution and instrument terms
F1: The restricted stock units vested in four equal annual installments beginning on April 1, 2023.
F2: Shares withheld for payment of taxes upon vesting of awards.
F3: Based on recent 401(k) plan statement.
F4: 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, 2023 Filed Mar 15, 2023 00:12 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionMarket Share Units · Derivative | 2,447 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-23-000054 · wf-form4_167883915023684.xml · derivative · entry 5 Shanahan Karin · CIK 0001917325 · EVP, Glob. Prod. Dev. & Supply 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,342 Underlying: Common Stock, $0.10 par value · 2,447 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. F5 · 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, 2023 Filed Mar 15, 2023 00:12 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 914 | $65.71 | $60,058.94 |
DisclosureSEC source: 0000014272-23-000054 · wf-form4_167883915023684.xml · nonDerivative · entry 3 Shanahan Karin · CIK 0001917325 · EVP, Glob. Prod. Dev. & Supply 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,612 F3 · shares: Shares withheld for payment of taxes upon vesting of awards. Read SEC document |
| March 10, 2023 Filed Mar 15, 2023 00:12 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | OtherCommon Stock, $0.10 par value | 79 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-23-000054 · wf-form4_167883915023684.xml · nonDerivative · entry 2 Shanahan Karin · CIK 0001917325 · EVP, Glob. Prod. Dev. & Supply 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,526 F2 · shares: Adjustment reflects additional shares acquired upon the vesting of market share units due to the performance factor. Read SEC document |
| March 10, 2023 Filed Mar 15, 2023 00:12 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionCommon Stock, $0.10 par value | 2,447 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-23-000054 · wf-form4_167883915023684.xml · nonDerivative · entry 1 Shanahan Karin · CIK 0001917325 · EVP, Glob. Prod. Dev. & Supply 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,447 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 |
| April 01, 2022 Filed Apr 4, 2022 22:13 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantRestricted Stock Units · Derivative | 13,225 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-22-000102 · wf-form4_164911036204911.xml · derivative · entry 1 Shanahan Karin · CIK 0001917325 · EVP, Glob. Prod. Dev. & Supply 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,225 Underlying: Common Stock, $0.10 par value · 13,225 shares Expires 2026-04-01 F1 · derivative.exercise_price: Each restricted stock unit converts into one share of common stock upon vesting. F2 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2023. Read SEC document |
| March 10, 2022 Filed Mar 15, 2022 22:50 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantPerformance Shares · Derivative | 14,683 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-22-000083 · wf-form4_164738458919102.xml · derivative · entry 2 Shanahan Karin · CIK 0001917325 · EVP, Glob. Prod. Dev. & Supply 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,683 Underlying: Common Stock, $0.10 par value · 14,683 shares Expires 2025-03-10 F3 · derivative.exercise_price: Each performance share unit converts into one share of common stock upon distribution in the first quarter of 2025. F3 · derivative.exercise_date: Each performance share unit converts into one share of common stock upon distribution in the first quarter of 2025. Read SEC document |
| March 10, 2022 Filed Mar 15, 2022 22:50 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantMarket Share Units · Derivative | 9,789 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-22-000083 · wf-form4_164738458919102.xml · derivative · entry 1 Shanahan Karin · CIK 0001917325 · EVP, Glob. Prod. Dev. & Supply 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,789 Underlying: Common Stock, $0.10 par value · 9,789 shares Expires 2026-03-10 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 60% and the maximum payout factor is 200%. F2 · derivative.exercise_date: Twenty-five percent of these market share units 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.