Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BRISTOL MYERS SQUIBB COBMY · Entity 1662 | Director | April 06, 2017 | April 10, 2017 |
| Corteva, Inc.CTVA · Entity 3006 | Director | April 30, 2025 | May 02, 2025 |
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 06, 2017 · Filed April 10, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.10 par valueSEC Table I · non-derivative | Direct | 935,571 |
Ending reported balance
After 2017-04-07 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-04-06 · Sale · Disposed 17,000 · Balance 952,571 F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 22, 2017. F2: The price reported reflects the weighted average sales price. The shares were sold in multiple transactions at prices ranging from $52.585 to $53.52, inclusive. The reporting person undertakes to provide to the SEC staff, the issuer, or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price. Row 2 · 2017-04-07 · Sale · Disposed 17,000 · Balance 935,571 F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 22, 2017. F3: The price reported reflects the weighted average sales price. The shares were sold in multiple transactions at prices ranging from $52.885 to $53.645, inclusive. The reporting person undertakes to provide to the SEC staff, the issuer, or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price. |
| Common Stock, $0.10 par valueSEC Table I · non-derivative | Indirect2016 Trust | 200,000 |
Reported balance
Holding disclosure · report date 2017-04-06 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 200,000 |
| Common Stock, $0.10 par valueSEC Table I · non-derivative | Indirect2015 Trust | 41,273 |
Reported balance
Holding disclosure · report date 2017-04-06 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 41,273 |
Filing footnotes · ownership attribution and instrument terms
F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 22, 2017.
F2: The price reported reflects the weighted average sales price. The shares were sold in multiple transactions at prices ranging from $52.585 to $53.52, inclusive. The reporting person undertakes to provide to the SEC staff, the issuer, or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price.
F3: The price reported reflects the weighted average sales price. The shares were sold in multiple transactions at prices ranging from $52.885 to $53.645, inclusive. The reporting person undertakes to provide to the SEC staff, the issuer, or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price.
Corteva, Inc.
Report date April 30, 2025 · Filed May 02, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 37,784.1509 |
Reported balance
After 2025-04-30 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-04-30 · Grant · Acquired 2,990 · Balance 37,784.1509 F1: Includes acquisition of 336.7595 shares pursuant to dividend reinvestment. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes acquisition of 336.7595 shares pursuant to dividend reinvestment.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
DuPont de Nemours, Inc.
Report date September 18, 2017 · Filed June 26, 2019
Section 16 reporting ended · disclosed 2019-06-26. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 18,348 |
Reported balance
After 2017-09-18 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-09-18 · Purchase · Acquired 85 · Balance 18,348 F1: The transactions reported in this Form 4 were executed by the reporting person's investment advisor in a managed account as part of the investment advisor's implementation of a large-cap investment strategy. F2: Represents unvested RSUs and direct ownership. |
| Common StockSEC Table I · non-derivative | Direct | 18,631.7889 |
Reported balance
After 2018-03-08 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2018-03-08 · Sale · Disposed 85 · Balance 18,631.7889 F1: The transactions reported in this Form 4 were executed by the reporting person's investment advisor in a managed account as part of the investment advisor's implementation of a large-cap investment strategy. F3: Represents unvested RSUs. |
| Common StockSEC Table I · non-derivative | Direct | 22,231.3904 |
Reported balance
After 2019-05-21 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2019-05-21 · Purchase · Acquired 270 · Balance 22,231.3904 F1: The transactions reported in this Form 4 were executed by the reporting person's investment advisor in a managed account as part of the investment advisor's implementation of a large-cap investment strategy. F2: Represents unvested RSUs and direct ownership. |
Filing footnotes · ownership attribution and instrument terms
F1: The transactions reported in this Form 4 were executed by the reporting person's investment advisor in a managed account as part of the investment advisor's implementation of a large-cap investment strategy.
F2: Represents unvested RSUs and direct ownership.
F3: Represents unvested RSUs.
EIDP, Inc.
Report date August 31, 2017 · Filed September 05, 2017
Section 16 reporting ended · disclosed 2017-09-05. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-08-31 transaction · row 1
1 source rowRow 1 · 2017-08-31 · Disposition to issuer · Disposed 14,242.6413 · Balance 0 F1: Disposed of pursuant to merger agreement between issuer and Dow Chemical Company in exchange for 18,263 shares or stock units, as applicable, of DowDuPont common stock having a market value of $ 67.18 per share, or stock units, as applicable, on the effective date of the merger. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to merger agreement between issuer and Dow Chemical Company in exchange for 18,263 shares or stock units, as applicable, of DowDuPont common stock having a market value of $ 67.18 per share, or stock units, as applicable, on the effective date of the merger.
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 |
|---|---|---|---|---|---|---|
| July 01, 2005 Filed Jul 5, 2005 21:49 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 1,768 | $25.18 | $44,518.24 |
DisclosureSEC source: 0000014272-05-000140 · and416.xml · nonDerivative · entry 1 ANDREOTTI LAMBERTO · CIK 0001208099 · SVP & President, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,259 F1 · balance_after: Includes shares of restricted stock and restricted stock units with one-third vesting on each of the third, fourth and fifth anniversaries of the grant date. Read SEC document |
| June 20, 2005 Filed Jun 22, 2005 21:14 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 1,682 | $25.48 | $42,857.36 |
DisclosureSEC source: 0000014272-05-000131 · and415.xml · nonDerivative · entry 1 ANDREOTTI LAMBERTO · CIK 0001208099 · SVP & President, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,027 F1 · shares: Shares withheld for payment of taxes upon vesting of restricted stock units. F2 · balance_after: Includes restricted stock units with one-third vesting on each of the third, fourth and fifth anniversaries of the grant date. Read SEC document |
| May 02, 2005 Filed May 4, 2005 16:07 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 1,769 | $26.10 | $46,170.90 |
DisclosureSEC source: 0000014272-05-000099 · and385.xml · nonDerivative · entry 1 ANDREOTTI LAMBERTO · CIK 0001208099 · SVP & President, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,709 F1 · kind: Shares withheld for payment of taxes upon vesting of restricted stock. Read SEC document |
| March 01, 2005 Filed Mar 3, 2005 22:33 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | GrantExecutive Option (right to buy) · Derivative | 112,500 | $0.00 Strike: $25.45 | $0.00 |
DisclosureSEC source: 0000014272-05-000062 · and354.xml · derivative · entry 2 ANDREOTTI LAMBERTO · CIK 0001208099 · SVP & President, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,500 Underlying: Common Stock, $0.10 par value · 112,500 shares Expires 2015-02-28 F2 · derivative.exercise_date: Option is not exercisable until the earlier of (i) the closing share price of common stock achieving a price of at least 15% above the option grant price and remaining at that price for seven consecutive trading days or (ii) the ninth anniversary of the grant date. Shares underlying option vest 25% a year, on a cumulative basis, commencing one year after the date of grant. Read SEC document |
| March 01, 2005 Filed Mar 3, 2005 22:33 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | GrantCommon Stock, $0.10 par value | 18,750 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-05-000062 · and354.xml · nonDerivative · entry 1 ANDREOTTI LAMBERTO · CIK 0001208099 · SVP & President, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,478 F1 · shares: Consists of restricted stock units with one-third vesting on each of the third, fourth and fifth anniversaries of the grant date. Read SEC document |
| July 02, 2004 Filed Jul 6, 2004 21:30 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 1,768 | $24.19 | $42,767.92 |
DisclosureSEC source: 0000014272-04-000149 · and286.xml · nonDerivative · entry 1 ANDREOTTI LAMBERTO · CIK 0001208099 · SVP & President, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,728 F1 · kind: Shares withheld for payment of taxes upon exercise of stock option. Read SEC document |
| April 30, 2004 Filed Apr 30, 2004 21:43 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 1,768 | $25.32 | $44,765.76 |
DisclosureSEC source: 0000014272-04-000114 · and259.xml · nonDerivative · entry 1 ANDREOTTI LAMBERTO · CIK 0001208099 · SVP & President, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,496 F1 · kind: Shares withheld for payment of taxes upon vesting of restricted stock. Read SEC document |
| March 02, 2004 Filed Mar 4, 2004 22:24 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | GrantOption (right to buy) · Derivative | 108,000 | $0.00 Strike: $28.11 | $0.00 |
DisclosureSEC source: 0000014272-04-000064 · and232.xml · derivative · entry 2 ANDREOTTI LAMBERTO · CIK 0001208099 · SVP & President, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,000 Underlying: Common Stock, $0.10 par value · 108,000 shares Expires 2014-03-01 F2 · derivative.exercise_date: Exercisable as to 25% of the shares annually, on a cumulative basis, commencing one year after the date of grant. Read SEC document |
| March 02, 2004 Filed Mar 4, 2004 22:24 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | GrantCommon Stock, $0.10 par value | 18,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-04-000064 · and232.xml · nonDerivative · entry 1 ANDREOTTI LAMBERTO · CIK 0001208099 · SVP & President, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,264 F1 · shares: Shares consist of restricted stock with one-third vesting on each of the third, fourth and fifth anniversaries of the grant date. Read SEC document |
| September 10, 2003 Filed Sep 12, 2003 19:12 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | GrantCommon Stock, $0.10 par value | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-03-000023 · and163.xml · nonDerivative · entry 1 ANDREOTTI LAMBERTO · CIK 0001208099 · SVP & President, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,264 F1 · shares: Consists of restricted stock units with one-third vesting on each of the third, fourth and fifth 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.