Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BRISTOL MYERS SQUIBB COBMY · Entity 1662 | EVP & Chief Scientific Officer | April 03, 2019 | April 05, 2019 |
| Foghorn Therapeutics Inc.FHTX · Entity 5820 | Director | June 24, 2026 | June 25, 2026 |
| Natera, Inc.NTRA · Entity 2635 | Director | June 26, 2026 | July 01, 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 03, 2019 · Filed April 05, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.10 par valueSEC Table I · non-derivative | Direct | 22,222.964 |
Ending reported balance
After 2019-04-03 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2019-04-03 · Exercise / conversion · Acquired 6,296 · Balance 23,868.964 Row 2 · 2019-04-03 · Tax withholding · Disposed 3,351 · Balance 20,517.964 F1: Shares withheld for payment of taxes upon vesting of awards. Row 3 · 2019-04-03 · Exercise / conversion · Acquired 5,298 · Balance 25,815.964 F2: Represents vesting of one-quarter of market share units granted on April 3, 2017. Row 4 · 2019-04-03 · Other · Disposed 773 · Balance 25,042.964 F3: Represents a downward adjustment to the number of shares acquired upon the vesting of market share units due to the performance factor. Row 5 · 2019-04-03 · Tax withholding · Disposed 2,820 · Balance 22,222.964 F1: Shares withheld for payment of taxes upon vesting of awards. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2021-04-03 | Direct | 12,592 |
Reported balance
After 2019-04-03 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2019-04-03 · Exercise / conversion · Disposed 6,296 · Balance 12,592 F4: Each restricted stock unit converts into one share of common stock upon vesting. F5: Represents vesting of one-quarter of restricted stock units granted on April 3, 2017. |
| Market Share UnitsSEC Table II · derivative / convertible security · Expires 2021-04-03 | Direct | 12,143 |
Reported balance
After 2019-04-03 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2019-04-03 · Exercise / conversion · Disposed 5,298 · Balance 12,143 F6: 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: Represents vesting of one-quarter of market share units granted on April 3, 2017. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld for payment of taxes upon vesting of awards.
F2: Represents vesting of one-quarter of market share units granted on April 3, 2017.
F3: Represents a downward adjustment to the number of shares acquired upon the vesting of market share units due to the performance factor.
F4: Each restricted stock unit converts into one share of common stock upon vesting.
F5: Represents vesting of one-quarter of restricted stock units granted on April 3, 2017.
F6: 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%.
Foghorn Therapeutics Inc.
Report date June 24, 2026 · Filed June 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Options (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $4.08 · Expires 2036-06-23 | Direct | 28,000 |
Reported balance
After 2026-06-24 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-24 · Grant · Acquired 28,000 · Balance 28,000 F1: The option vests in full on the first anniversary of the grant date, subject to the reporting person's continued service on the board of directors. |
Filing footnotes · ownership attribution and instrument terms
F1: The option vests in full on the first anniversary of the grant date, subject to the reporting person's continued service on the board of directors.
Natera, Inc.
Report date June 26, 2026 · Filed July 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,905 |
Reported balance
After 2026-06-26 transaction · row 1
1 source rowRow 1 · 2026-06-26 · Grant · Acquired 1,905 · Balance 1,905 F1: Represents the issuance of Restricted Stock Units ("RSUs") to the Reporting Person in the amount of $425,000. The RSUs will vest in three equal annual installments beginning on June 2, 2027. F2: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the issuance of Restricted Stock Units ("RSUs") to the Reporting Person in the amount of $425,000. The RSUs will vest in three equal annual installments beginning on June 2, 2027.
F2: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock.
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, 2014 Filed Feb 4, 2014 21:52 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 3,192 | $50.12 | $159,983.04 |
DisclosureSEC source: 0000014272-14-000032 · wf-form4_139155073007885.xml · derivative · entry 1 Lynch Thomas J. Jr. · CIK 0001474056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,445 Underlying: Common Stock, $0.10 par value · 3,192 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. Read SEC document |
| January 01, 2014 Filed Jan 2, 2014 22:32 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 253 | $52.65 | $13,320.45 |
DisclosureSEC source: 0000014272-14-000006 · wf-form4_138870196698100.xml · derivative · entry 1 Lynch Thomas J. Jr. · CIK 0001474056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 253 Underlying: Common Stock, $0.10 par value · 253 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 2013 annual Deferred Share Units 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.