Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BRISTOL MYERS SQUIBB COBMY · Entity 1662 | EVP, Corporate Affairs | July 01, 2023 | July 05, 2023 |
| Krispy Kreme, Inc.DNUT · Entity 5375 | Director | April 11, 2024 | April 12, 2024 |
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 July 01, 2023 · Filed July 05, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.10 par valueSEC Table I · non-derivative | Direct | 3,453 |
Ending reported balance
After 2023-07-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-07-01 · Exercise / conversion · Acquired 1,885 · Balance 4,135 F1: The restricted stock units vest in four equal installments beginning on July 1, 2022. Row 2 · 2023-07-01 · Tax withholding · Disposed 682 · Balance 3,453 F2: Shares withheld for payment of taxes upon vesting of restricted stock units. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2025-07-01 | Direct | 3,770 |
Reported balance
After 2023-07-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-07-01 · Exercise / conversion · Disposed 1,885 · Balance 3,770 F3: Each restricted stock unit converts into one share of common stock upon vesting. F1: The restricted stock units vest in four equal installments beginning on July 1, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: The restricted stock units vest in four equal installments beginning on July 1, 2022.
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.
Krispy Kreme, Inc.
Report date April 11, 2024 · Filed April 12, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 25,809 |
Reported balance
After 2024-04-11 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-04-11 · Grant · Acquired 6,672 · Balance 25,809 F1: Consists of restricted stock units ("RSUs") that upon vesting are settled on a one-for-one basis in shares of common stock. Subject to certain terms and conditions, the RSUs will vest in three installments as follows: 60% on April 11, 2027, 20% on April 11, 2028, and 20% on April 11, 2029. F2: Unvested RSUs |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of restricted stock units ("RSUs") that upon vesting are settled on a one-for-one basis in shares of common stock. Subject to certain terms and conditions, the RSUs will vest in three installments as follows: 60% on April 11, 2027, 20% on April 11, 2028, and 20% on April 11, 2029.
F2: Unvested RSUs
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 |
|---|---|---|---|---|---|---|
| April 11, 2024 Filed Apr 12, 2024 16:35 UTC | Krispy Kreme, Inc. DNUT · Entity 5375 | GrantCommon Stock | 6,672 | $0.00 | $0.00 |
DisclosureSEC source: 0001857154-24-000047 · wk-form4_1712954147.xml · nonDerivative · entry 1 Weese Michelle · CIK 0001867715 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,809 F1 · shares: Consists of restricted stock units ("RSUs") that upon vesting are settled on a one-for-one basis in shares of common stock. Subject to certain terms and conditions, the RSUs will vest in three installments as follows: 60% on April 11, 2027, 20% on April 11, 2028, and 20% on April 11, 2029. F2 · balance_after: Unvested RSUs Read SEC document |
| July 01, 2023 Filed Jul 5, 2023 21:26 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionRestricted Stock Units · Derivative | 1,885 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-23-000130 · wk-form4_1688592374.xml · derivative · entry 3 Weese Michelle · CIK 0001867715 · EVP, Corporate Affairs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,770 Underlying: Common Stock, $0.10 par value · 1,885 shares Expires 2025-07-01 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 · shares: The restricted stock units vest in four equal installments beginning on July 1, 2022. F1 · derivative.exercise_date: The restricted stock units vest in four equal installments beginning on July 1, 2022. F1 · derivative.expiration_date: The restricted stock units vest in four equal installments beginning on July 1, 2022. Read SEC document |
| July 01, 2023 Filed Jul 5, 2023 21:26 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 682 | $63.95 | $43,613.90 |
DisclosureSEC source: 0000014272-23-000130 · wk-form4_1688592374.xml · nonDerivative · entry 2 Weese Michelle · CIK 0001867715 · EVP, Corporate Affairs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,453 F2 · shares: Shares withheld for payment of taxes upon vesting of restricted stock units. Read SEC document |
| July 01, 2023 Filed Jul 5, 2023 21:26 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionCommon Stock, $0.10 par value | 1,885 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-23-000130 · wk-form4_1688592374.xml · nonDerivative · entry 1 Weese Michelle · CIK 0001867715 · EVP, Corporate Affairs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,135 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 July 1, 2022. Read SEC document |
| May 09, 2023 Filed May 11, 2023 17:46 UTC | Krispy Kreme, Inc. DNUT · Entity 5375 | GrantCommon Stock | 6,579 | $0.00 | $0.00 |
DisclosureSEC source: 0001857154-23-000067 · wf-form4_168384156397447.xml · nonDerivative · entry 1 Weese Michelle · CIK 0001867715 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,137 F1 · shares: Consists of restricted stock units ("RSUs") that upon vesting are settled on a one-for-one basis in shares of common stock. Subject to certain terms and conditions, the RSUs will vest in three installments asfollows: 60% on May 9, 2026, 20% on May 9, 2027, and 20% on May 9, 2028. F2 · balance_after: Unvested RSUs Read SEC document |
| March 10, 2023 Filed Mar 15, 2023 00:14 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantPerformance Shares · Derivative | 9,660 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-23-000060 · wf-form4_167883924585311.xml · derivative · entry 6 Weese Michelle · CIK 0001867715 · EVP, Corporate Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,660 Underlying: Common Stock, $0.10 par value · 9,660 shares Expires 2026-03-10 F6 · derivative.exercise_price: Each performance share converts into one share of common stock upon distribution in the first quarter of 2026. F6 · derivative.exercise_date: Each performance share converts into one share of common stock upon distribution in the first quarter of 2026. Read SEC document |
| March 10, 2023 Filed Mar 15, 2023 00:14 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantMarket Share Units · Derivative | 6,440 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-23-000060 · wf-form4_167883924585311.xml · derivative · entry 5 Weese Michelle · CIK 0001867715 · EVP, Corporate Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,440 Underlying: Common Stock, $0.10 par value · 6,440 shares Expires 2027-03-10 F4 · 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%. F5 · 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, 2023 Filed Mar 15, 2023 00:14 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionMarket Share Units · Derivative | 1,590 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-23-000060 · wf-form4_167883924585311.xml · derivative · entry 4 Weese Michelle · CIK 0001867715 · EVP, Corporate Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,773 Underlying: Common Stock, $0.10 par value · 1,590 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. F4 · 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 00:14 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 594 | $65.71 | $39,031.74 |
DisclosureSEC source: 0000014272-23-000060 · wf-form4_167883924585311.xml · nonDerivative · entry 3 Weese Michelle · CIK 0001867715 · EVP, Corporate Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,250 F3 · shares: Shares withheld for payment of taxes upon vesting of awards. Read SEC document |
| March 10, 2023 Filed Mar 15, 2023 00:14 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | OtherCommon Stock, $0.10 par value | 51 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-23-000060 · wf-form4_167883924585311.xml · nonDerivative · entry 2 Weese Michelle · CIK 0001867715 · EVP, Corporate Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,844 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 00:14 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionCommon Stock, $0.10 par value | 1,590 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-23-000060 · wf-form4_167883924585311.xml · nonDerivative · entry 1 Weese Michelle · CIK 0001867715 · EVP, Corporate Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,793 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 |
| July 01, 2022 Filed Jul 5, 2022 20:29 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionRestricted Stock Units · Derivative | 1,885 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-22-000159 · wf-form4_165705298417888.xml · derivative · entry 3 Weese Michelle · CIK 0001867715 · EVP, Corporate Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,655 Underlying: Common Stock, $0.10 par value · 1,885 shares Expires 2025-07-01 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 · shares: The restricted stock units vest in four equal installments beginning on July 1, 2022. F1 · derivative.exercise_date: The restricted stock units vest in four equal installments beginning on July 1, 2022. F1 · derivative.expiration_date: The restricted stock units vest in four equal installments beginning on July 1, 2022. Read SEC document |
| July 01, 2022 Filed Jul 5, 2022 20:29 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 682 | $76.84 | $52,404.88 |
DisclosureSEC source: 0000014272-22-000159 · wf-form4_165705298417888.xml · nonDerivative · entry 2 Weese Michelle · CIK 0001867715 · EVP, Corporate Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,203 F2 · shares: Shares withheld for payment of taxes upon vesting of restricted stock units. Read SEC document |
| July 01, 2022 Filed Jul 5, 2022 20:29 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionCommon Stock, $0.10 par value | 1,885 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-22-000159 · wf-form4_165705298417888.xml · nonDerivative · entry 1 Weese Michelle · CIK 0001867715 · EVP, Corporate Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,885 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 July 1, 2022. Read SEC document |
| April 04, 2022 Filed Apr 6, 2022 21:08 UTC | Krispy Kreme, Inc. DNUT · Entity 5375 | GrantCommon Stock | 6,901 | $0.00 | $0.00 |
DisclosureSEC source: 0001857154-22-000036 · wf-form4_164929371474401.xml · nonDerivative · entry 1 Weese Michelle · CIK 0001867715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,558 F1 · shares: Consists of restricted stock units ("RSUs") that upon vesting are settled on a one-for-one basis in shares of common stock. Subject to certain terms and conditions, the RSUs will vest in three installments as follows: 60% on April 4, 2025, 20% on April 4, 2026, and 20% on April 4, 2027. Read SEC document |
| March 10, 2022 Filed Mar 15, 2022 01:17 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantPerformance Shares · Derivative | 9,544 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-22-000073 · wf-form4_164730703439960.xml · derivative · entry 2 Weese Michelle · CIK 0001867715 · EVP, Corporate Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,544 Underlying: Common Stock, $0.10 par value · 9,544 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 01:17 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantMarket Share Units · Derivative | 6,363 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-22-000073 · wf-form4_164730703439960.xml · derivative · entry 1 Weese Michelle · CIK 0001867715 · EVP, Corporate Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,363 Underlying: Common Stock, $0.10 par value · 6,363 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 |
| July 01, 2021 Filed Jul 6, 2021 20:38 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantRestricted Stock Units · Derivative | 7,540 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-21-000180 · wf-form4_162560383707510.xml · derivative · entry 1 Weese Michelle · CIK 0001867715 · EVP, Corporate Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,540 Underlying: Common Stock, $0.10 par value · 7,540 shares Expires 2025-07-01 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 July 1, 2022. F2 · derivative.expiration_date: The restricted stock units vest in four equal installments beginning on July 1, 2022. 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.