Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BRISTOL MYERS SQUIBB COBMY · Entity 1662 | EVP, Chief Digital & Tech Off. | March 10, 2026 | March 12, 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 March 10, 2026 · Filed March 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.10 par valueSEC Table I · non-derivative | Direct | 30,361 |
Ending reported balance
After 2026-03-10 transaction · row 9
9 source rows · reconciled sequenceRow 1 · 2026-03-10 · Exercise / conversion · Acquired 2,839 · Balance 24,267 F1: Represents vesting of one-quarter of market share units granted on March 10, 2022. Row 2 · 2026-03-10 · Other · Disposed 319 · Balance 23,948 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 · 2026-03-10 · Tax withholding · Disposed 1,069 · Balance 22,879 F3: Shares withheld for payment of taxes upon vesting of awards. Row 4 · 2026-03-10 · Exercise / conversion · Acquired 3,293 · Balance 26,172 F4: Represents vesting of one-quarter of market share units granted on March 10, 2023. Row 5 · 2026-03-10 · Other · Disposed 356 · Balance 25,816 F2: Represents a downward adjustment to the number of shares acquired upon the vesting of market share units due to the performance factor. Row 6 · 2026-03-10 · Tax withholding · Disposed 1,246 · Balance 24,570 F3: Shares withheld for payment of taxes upon vesting of awards. Row 7 · 2026-03-10 · Exercise / conversion · Acquired 19,760 · Balance 44,330 F5: Amount represents distribution of performance shares earned under the 2023-2025 Long-Term Performance Award. Row 8 · 2026-03-10 · Other · Disposed 9,702 · Balance 34,628 F6: 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. Row 9 · 2026-03-10 · Tax withholding · Disposed 4,267 · Balance 30,361 F3: Shares withheld for payment of taxes upon vesting of awards. |
| Market Share UnitsSEC Table II · derivative / convertible security · Expires 2026-03-10 | Direct | 0 |
Reported balance
After 2026-03-10 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2026-03-10 · Exercise / conversion · Disposed 2,839 · Balance 0 F7: 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 March 10, 2022. |
| Market Share UnitsSEC Table II · derivative / convertible security · Expires 2027-03-10 | Direct | 3,294 |
Reported balance
After 2026-03-10 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2026-03-10 · Exercise / conversion · Disposed 3,293 · Balance 3,294 F7: 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: Represents vesting of one-quarter of market share units granted on March 10, 2023. |
| Market Share UnitsSEC Table II · derivative / convertible security · Expires 2029-03-10 | Direct | 26,122 |
Reported balance
After 2026-03-10 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2026-03-10 · Grant · Acquired 26,122 · Balance 26,122 F9: 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: These market share units cliff vest on the third anniversary of the grant date, subject to certification of performance results by the Board. |
| Performance SharesSEC Table II · derivative / convertible security · Expires 2026-03-10 | Direct | 0 |
Reported balance
After 2026-03-10 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2026-03-10 · Exercise / conversion · Disposed 19,760 · Balance 0 F8: Each performance share unit converts into one share of common stock upon distribution in the first quarter of 2026. F5: Amount represents distribution of performance shares earned under the 2023-2025 Long-Term Performance Award. |
| Performance SharesSEC Table II · derivative / convertible security · Expires 2029-03-10 | Direct | 39,184 |
Reported balance
After 2026-03-10 transaction · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · 2026-03-10 · Grant · Acquired 39,184 · Balance 39,184 F11: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents vesting of one-quarter of market share units granted on March 10, 2022.
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: Represents vesting of one-quarter of market share units granted on March 10, 2023.
F5: Amount represents distribution of performance shares earned under the 2023-2025 Long-Term Performance Award.
F6: 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.
F7: 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%.
F8: Each performance share unit converts into one share of common stock upon distribution in the first quarter of 2026.
F9: 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: These market share units cliff vest on the third anniversary of the grant date, subject to certification of performance results by the Board.
F11: 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.
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 00:14 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionCommon Stock, $0.10 par value | 2,836 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-23-000059 · wf-form4_167883922799897.xml · nonDerivative · entry 1 Meyers Gregory Scott · CIK 0001908769 · EVP, Chief Digital & Tech Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,648 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 |
| February 01, 2023 Filed Feb 4, 2023 00:18 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionRestricted Stock Units · Derivative | 2,543 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-23-000033 · wf-form4_167546990974516.xml · derivative · entry 3 Meyers Gregory Scott · CIK 0001908769 · EVP, Chief Digital & Tech Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,629 Underlying: Common Stock, $0.10 par value · 2,543 shares Expires 2026-02-01 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. F3 · 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 annual installments beginning on February 1, 2023. Read SEC document |
| February 01, 2023 Filed Feb 4, 2023 00:18 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 731 | $71.23 | $52,069.13 |
DisclosureSEC source: 0000014272-23-000033 · wf-form4_167546990974516.xml · nonDerivative · entry 2 Meyers Gregory Scott · CIK 0001908769 · EVP, Chief Digital & Tech Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,812 F2 · shares: Shares withheld for payment of taxes upon vesting of award. Read SEC document |
| February 01, 2023 Filed Feb 4, 2023 00:18 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionCommon Stock, $0.10 par value | 2,543 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-23-000033 · wf-form4_167546990974516.xml · nonDerivative · entry 1 Meyers Gregory Scott · CIK 0001908769 · EVP, Chief Digital & Tech Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,543 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 annual installments beginning on February 1, 2023. Read SEC document |
| March 10, 2022 Filed Mar 15, 2022 01:18 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantPerformance Shares · Derivative | 17,021 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-22-000076 · wf-form4_164730711607554.xml · derivative · entry 2 Meyers Gregory Scott · CIK 0001908769 · EVP, Chief Digital & Tech Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,021 Underlying: Common Stock, $0.10 par value · 17,021 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 01:18 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantMarket Share Units · Derivative | 11,347 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-22-000076 · wf-form4_164730711607554.xml · derivative · entry 1 Meyers Gregory Scott · CIK 0001908769 · EVP, Chief Digital & Tech Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,347 Underlying: Common Stock, $0.10 par value · 11,347 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 |
| February 01, 2022 Filed Feb 3, 2022 23:27 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantRestricted Stock Units · Derivative | 10,172 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-22-000044 · wf-form4_164393084964979.xml · derivative · entry 1 Meyers Gregory Scott · CIK 0001908769 · EVP, Chief Digital & Tech Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,172 Underlying: Common Stock, $0.10 par value · 10,172 shares Expires 2026-02-01 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 installments beginning on February 1, 2023. 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.