Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BRISTOL MYERS SQUIBB COBMY · Entity 1662 | EVP, Strategy & BD | April 01, 2023 | April 05, 2023 |
| Solventum CorpSOLV · Entity 1645 | Director | May 15, 2026 | May 18, 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, 2023 · Filed April 05, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.10 par valueSEC Table I · non-derivative | Direct | 34,734 |
Ending reported balance
After 2023-04-01 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2023-04-01 · Exercise / conversion · Acquired 3,662 · Balance 34,058 F1: Represents vesting of one-quarter of market share units granted on April 1, 2020. Row 2 · 2023-04-01 · Other · Acquired 1,190 · Balance 35,248 F2: Adjustment reflects additional shares acquired upon the vesting of market share units due to the performance factor. Row 3 · 2023-04-01 · Tax withholding · Disposed 2,059 · Balance 33,189 F3: Shares withheld for payment of taxes upon vesting of award. Row 4 · 2023-04-01 · Exercise / conversion · Acquired 2,684 · Balance 35,873 F4: The restricted stock units vest in four equal annual installments beginning on April 1, 2021. Row 5 · 2023-04-01 · Tax withholding · Disposed 1,139 · Balance 34,734 F3: Shares withheld for payment of taxes upon vesting of award. |
| Market Share UnitsSEC Table II · derivative / convertible security · Expires 2024-04-01 | Direct | 3,663 |
Reported balance
After 2023-04-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2023-04-01 · Exercise / conversion · Disposed 3,662 · Balance 3,663 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 60% and the maximum payout factor is 200%. F1: Represents vesting of one-quarter of market share units granted on April 1, 2020. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2024-04-01 | Direct | 2,685 |
Reported balance
After 2023-04-01 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2023-04-01 · Exercise / conversion · Disposed 2,684 · Balance 2,685 F6: Each restricted stock unit converts into one share of common stock upon vesting. F4: The restricted stock units vest in four equal annual installments beginning on April 1, 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents vesting of one-quarter of market share units granted on April 1, 2020.
F2: Adjustment reflects additional shares acquired upon the vesting of market share units due to the performance factor.
F3: Shares withheld for payment of taxes upon vesting of award.
F4: The restricted stock units vest in four equal annual installments beginning on April 1, 2021.
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 60% and the maximum payout factor is 200%.
F6: Each restricted stock unit converts into one share of common stock upon vesting.
Solventum Corp
Report date May 15, 2026 · Filed May 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,300 |
Reported balance
After 2026-05-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-15 · Grant · Acquired 3,300 · Balance 3,300 F1: Each Restricted Stock unit ("RSU") represents a contingent right to receive 1 share of the issuer's Common Stock upon settlement. F2: The RSUs shall fully vest on May 15, 2027, subject to continued service through the vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock unit ("RSU") represents a contingent right to receive 1 share of the issuer's Common Stock upon settlement.
F2: The RSUs shall fully vest on May 15, 2027, subject to continued service through the vesting date.
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 01, 2021 Filed Apr 2, 2021 17:14 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionCommon Stock, $0.10 par value | 3,662 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-21-000117 · wf-form4_161738362260566.xml · nonDerivative · entry 1 Mily Elizabeth · CIK 0001808438 · EVP, Strategy & BD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,662 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 April 1, 2020. Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 23:51 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantPerformance Shares · Derivative | 24,032 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-21-000089 · wf-form4_161559308568202.xml · derivative · entry 2 Mily Elizabeth · CIK 0001808438 · EVP, Strategy & BD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,032 Underlying: Common Stock, $0.10 par value · 24,032 shares Expires 2024-03-10 F3 · derivative.exercise_price: Each performance share unit converts into one share of common stock upon distribution in the first quarter of 2024. F3 · derivative.exercise_date: Each performance share unit converts into one share of common stock upon distribution in the first quarter of 2024. Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 23:51 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantMarket Share Units · Derivative | 16,022 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-21-000089 · wf-form4_161559308568202.xml · derivative · entry 1 Mily Elizabeth · CIK 0001808438 · EVP, Strategy & BD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,022 Underlying: Common Stock, $0.10 par value · 16,022 shares Expires 2025-03-10 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 |
| April 01, 2020 Filed Apr 3, 2020 20:55 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantRestricted Stock Units · Derivative | 10,738 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-20-000157 · wf-form4_158594733900333.xml · derivative · entry 1 Mily Elizabeth · CIK 0001808438 · EVP, Strategy & BD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,738 Underlying: Common Stock, $0.10 par value · 10,738 shares Expires 2024-04-01 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, 2021. F2 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2021. Read SEC document |
| April 01, 2020 Filed Apr 9, 2020 20:51 UTC Amendment | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantPerformance Shares · Derivative | 21,973 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-20-000159 · wf-form4a_158646547511444.xml · derivative · entry 2 Mily Elizabeth · CIK 0001808438 · EVP, Strategy & BD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,973 Underlying: Common Stock, $0.10 par value · 21,973 shares Expires 2023-04-01 F4 · derivative.exercise_price: Each performance share unit converts into one share of common stock upon distribution in the first quarter of 2023. F4 · derivative.exercise_date: Each performance share unit converts into one share of common stock upon distribution in the first quarter of 2023. Read SEC document |
| April 01, 2020 Filed Apr 9, 2020 20:51 UTC Amendment | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantMarket Share Units · Derivative | 14,649 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-20-000159 · wf-form4a_158646547511444.xml · derivative · entry 1 Mily Elizabeth · CIK 0001808438 · EVP, Strategy & BD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,649 Underlying: Common Stock, $0.10 par value · 14,649 shares Expires 2024-04-01 F1 · derivative.exercise_price: Due to an administrative error, this Form 4 is being amended to report market share units and performance share units granted to the reporting person on April 1, 2020. F2 · 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%. F3 · 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.