Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BRISTOL MYERS SQUIBB COBMY · Entity 1662 | Director | February 01, 2026 | February 03, 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 February 01, 2026 · Filed February 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Share UnitsSEC Table II · derivative / convertible security | Direct | 19,241.818 |
Reported balance
After 2026-02-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-02-01 · Grant · Acquired 3,996.367 · Balance 19,241.818 F1: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person.
F2: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors.
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 |
|---|---|---|---|---|---|---|
| February 01, 2026 Filed Feb 3, 2026 21:20 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 3,996.367 | $55.05 | $220,000.00 |
DisclosureSEC source: 0001934074-26-000002 · wk-form4_1770153631.xml · derivative · entry 1 Bhatt Deepak · CIK 0001934074 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,241.818 Underlying: Common Stock, $0.10 par value · 3,996.367 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| February 01, 2025 Filed Feb 5, 2025 00:10 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 3,562.341 | $58.95 | $210,000.00 |
DisclosureSEC source: 0000014272-25-000018 · wk-form4_1738714241.xml · derivative · entry 1 Bhatt Deepak · CIK 0001934074 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,488.414 Underlying: Common Stock, $0.10 par value · 3,562.341 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 21:40 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 169.115 | $51.74 | $8,750.01 |
DisclosureSEC source: 0000014272-24-000133 · wk-form4_1727905227.xml · derivative · entry 1 Bhatt Deepak · CIK 0001934074 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,696.087 Underlying: Common Stock, $0.10 par value · 169.115 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| June 30, 2024 Filed Jul 2, 2024 21:22 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 210.691 | $41.53 | $8,750.00 |
DisclosureSEC source: 0000014272-24-000108 · wk-form4_1719955333.xml · derivative · entry 1 Bhatt Deepak · CIK 0001934074 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,397.463 Underlying: Common Stock, $0.10 par value · 210.691 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| March 31, 2024 Filed Apr 2, 2024 22:38 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 161.35 | $54.23 | $8,750.01 |
DisclosureSEC source: 0000014272-24-000082 · wk-form4_1712097482.xml · derivative · entry 1 Bhatt Deepak · CIK 0001934074 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,050.37 Underlying: Common Stock, $0.10 par value · 161.35 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| February 01, 2024 Filed Feb 6, 2024 00:15 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 4,314.773 | $48.67 | $210,000.00 |
DisclosureSEC source: 0000014272-24-000026 · wk-form4_1707178516.xml · derivative · entry 1 Bhatt Deepak · CIK 0001934074 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,889.02 Underlying: Common Stock, $0.10 par value · 4,314.773 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| December 31, 2023 Filed Jan 3, 2024 22:33 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 164.442 | $51.31 | $8,437.52 |
DisclosureSEC source: 0000014272-24-000004 · wk-form4_1704321197.xml · derivative · entry 1 Bhatt Deepak · CIK 0001934074 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,506.37 Underlying: Common Stock, $0.10 par value · 164.442 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| September 30, 2023 Filed Oct 3, 2023 22:29 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 145.374 | $58.04 | $8,437.51 |
DisclosureSEC source: 0000014272-23-000161 · wk-form4_1696372151.xml · derivative · entry 1 Bhatt Deepak · CIK 0001934074 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,283.2 Underlying: Common Stock, $0.10 par value · 145.374 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 21:30 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 126.919 | $63.95 | $8,116.47 |
DisclosureSEC source: 0000014272-23-000134 · wk-form4_1688592629.xml · derivative · entry 1 Bhatt Deepak · CIK 0001934074 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,090.668 Underlying: Common Stock, $0.10 par value · 126.919 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| March 31, 2023 Filed Apr 5, 2023 00:39 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 108.209 | $69.31 | $7,499.97 |
DisclosureSEC source: 0000014272-23-000096 · wf-form4_168065515718896.xml · derivative · entry 1 Bhatt Deepak · CIK 0001934074 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,922.726 Underlying: Common Stock, $0.10 par value · 108.209 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| February 01, 2023 Filed Feb 4, 2023 00:20 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 2,807.806 | $71.23 | $200,000.02 |
DisclosureSEC source: 0000014272-23-000037 · wf-form4_167546999659873.xml · derivative · entry 1 Bhatt Deepak · CIK 0001934074 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,814.517 Underlying: Common Stock, $0.10 par value · 2,807.806 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| December 31, 2022 Filed Jan 4, 2023 22:22 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 104.239 | $71.95 | $7,500.00 |
DisclosureSEC source: 0000014272-23-000011 · wf-form4_167287093674538.xml · derivative · entry 1 Bhatt Deepak · CIK 0001934074 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,990.781 Underlying: Common Stock, $0.10 par value · 104.239 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| September 30, 2022 Filed Oct 5, 2022 01:38 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 105.5 | $71.09 | $7,500.00 |
DisclosureSEC source: 0000014272-22-000189 · wf-form4_166493260069093.xml · derivative · entry 1 Bhatt Deepak · CIK 0001934074 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,873.522 Underlying: Common Stock, $0.10 par value · 105.5 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| June 30, 2022 Filed Jul 5, 2022 20:28 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 18.146 | $77.00 | $1,397.24 |
DisclosureSEC source: 0000014272-22-000156 · wf-form4_165705291210701.xml · derivative · entry 1 Bhatt Deepak · CIK 0001934074 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,755.148 Underlying: Common Stock, $0.10 par value · 18.146 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| June 14, 2022 Filed Jun 16, 2022 22:09 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 1,737.002 | $72.87 | $126,575.34 |
DisclosureSEC source: 0000014272-22-000142 · wf-form4_165541732669315.xml · derivative · entry 1 Bhatt Deepak · CIK 0001934074 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,737.002 Underlying: Common Stock, $0.10 par value · 1,737.002 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · shares: Represents pro rata portion of the 2022 annual Deferred Share Unit awards granted to the Company's directors. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. 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.