Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Artiva Biotherapeutics, Inc.ARTV · Entity 5404 | Director | September 10, 2026 | September 14, 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.
Artiva Biotherapeutics, Inc.
Report date September 10, 2026 · Filed September 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Director Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $10.42 · Expires 2036-09-09 | Direct | 16,250 |
Reported balance
After 2026-09-10 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-10 · Grant · Acquired 16,250 · Balance 16,250 F1: The shares subject to the option will vest in full on the earlier of September 10, 2027, or the date of the Issuer's 2027 annual stockholder meeting. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares subject to the option will vest in full on the earlier of September 10, 2027, or the date of the Issuer's 2027 annual stockholder meeting.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
BRISTOL MYERS SQUIBB CO
Report date July 01, 2014 · Filed July 02, 2014
Section 16 reporting ended · disclosed 2014-07-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.10 par valueSEC Table I · non-derivative | Direct | 94,374.041 |
Ending reported balance
After 2014-07-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2014-07-01 · Exercise / conversion · Acquired 4,671 · Balance 96,477.041 Row 2 · 2014-07-01 · Tax withholding · Disposed 2,103 · Balance 94,374.041 F1: Shares withheld for payment of taxes upon vesting of restricted stock units. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 9,340 |
Reported balance
After 2014-07-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2014-07-01 · Exercise / conversion · Disposed 4,671 · Balance 9,340 F2: Each restricted stock unit converts into one share of common stock upon vesting. F3: Represents vesting of one-third of restricted stock units granted on July 1, 2011. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld for payment of taxes upon vesting of restricted stock units.
F2: Each restricted stock unit converts into one share of common stock upon vesting.
F3: Represents vesting of one-third of restricted stock units granted on July 1, 2011.
Cabaletta Bio, Inc.
Report date June 01, 2021 · Filed June 28, 2021 · Amendment
Section 16 reporting ended · disclosed 2021-06-28. Current position is not established by this disclosure.
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $11.00 · Expires 2031-05-31 | Direct | 0 |
Reported balance
After 2021-06-01 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2021-06-01 · Grant · Disposed 22,000 · Balance 0 F1: This option shall vest in accordance with the following schedule: (1) 25% of the shares subject to the option shall vest on June 24, 2022 and (2) the remaining 75% of the shares subject to the option shall vest in equal quarterly installments over the next 3 years, subject to the Reporting Person's continued service relationship with the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: This option shall vest in accordance with the following schedule: (1) 25% of the shares subject to the option shall vest on June 24, 2022 and (2) the remaining 75% of the shares subject to the option shall vest in equal quarterly installments over the next 3 years, subject to the Reporting Person's continued service relationship with the Issuer.
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 19, 2009 Filed Feb 23, 2009 21:21 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantPerformance Shares · Derivative | 11,827 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-09-004538 · doc4.xml · derivative · entry 2 DANIELS BRIAN · CIK 0001428698 · SVP Global Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,478 Underlying: Common Stock, $0.10 par value · 11,827 shares Expires not disclosed F3 · derivative.exercise_price: Each performance share is converted into one share of common stock upon distribution in the first quarter of 2011. F4 · shares: Consists of performance shares earned under the 2008-2010 Regular Long-Term Performance Award and the 2008-2010 Special Long-Term Performance Award. F3 · derivative.exercise_date: Each performance share is converted into one share of common stock upon distribution in the first quarter of 2011. F3 · derivative.expiration_date: Each performance share is converted into one share of common stock upon distribution in the first quarter of 2011. Read SEC document |
| February 19, 2009 Filed Feb 23, 2009 21:21 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantCommon Stock, $0.10 par value | 8,650 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-09-004538 · doc4.xml · nonDerivative · entry 1 DANIELS BRIAN · CIK 0001428698 · SVP Global Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,654 F1 · shares: Consists of shares earned as long-term performance awards under the 2002 Stock Incentive Plan. F2 · balance_after: Includes unvested restricted stock awards. Read SEC document |
| February 19, 2009 Filed Mar 24, 2009 19:43 UTC Amendment | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 3,153 | $20.51 | $64,668.03 |
DisclosureSEC source: 0001225208-09-007609 · doc4a.xml · nonDerivative · entry 1 DANIELS BRIAN · CIK 0001428698 · SVP Global Dev & Med Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,501 F1 · kind: This Form 4 is being amended to reflect the shares withheld for taxes upon the distribution of a performance share award. F2 · shares: Shares withheld for payment of taxes upon distribution of long-term performance award. F3 · balance_after: Includes unvested restricted stock awards. Read SEC document |
| October 02, 2008 Filed Oct 6, 2008 18:44 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 2,916 | $20.40 | $59,486.40 |
DisclosureSEC source: 0001225208-08-015888 · doc4.xml · nonDerivative · entry 1 DANIELS BRIAN · CIK 0001428698 · SVP Global Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,271 F1 · shares: Shares withheld for payment of taxes upon vesting of restricted stock. F2 · balance_after: Includes unvested restricted stock awards. Read SEC document |
| May 14, 2008 Filed May 16, 2008 16:37 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 669 | $21.60 | $14,450.40 |
DisclosureSEC source: 0001225208-08-008700 · doc4.xml · nonDerivative · entry 1 DANIELS BRIAN · CIK 0001428698 · SVP Global Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,187 F1 · shares: Shares withheld for payment of taxes upon vesting of restricted stock. F2 · balance_after: Includes unvested restricted stock awards. Read SEC document |
| March 07, 2008 Filed Mar 11, 2008 13:59 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 482 | $21.88 | $10,546.16 |
DisclosureSEC source: 0000014272-08-000120 · dan849.xml · nonDerivative · entry 1 DANIELS BRIAN · CIK 0001428698 · SVP Global Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,856 F1 · shares: Shares withheld for payment of taxes upon vesting of restricted stock. F2 · balance_after: Includes unvested restricted stock awards. Read SEC document |
| March 06, 2008 Filed Mar 7, 2008 21:27 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 803 | $21.77 | $17,481.31 |
DisclosureSEC source: 0000014272-08-000113 · dan845.xml · nonDerivative · entry 1 DANIELS BRIAN · CIK 0001428698 · SVP Global Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,338 F1 · shares: Shares withheld for payment of taxes upon vesting of restricted stock units. F2 · balance_after: Includes unvested restricted stock awards. Read SEC document |
| March 06, 2008 Filed Feb 11, 2009 22:39 UTC Amendment | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Exercise / conversionRestricted Stock Units · Derivative | 2,366 | $21.77 | $51,507.82 |
DisclosureSEC source: 0000014272-09-000005 · dan861.xml · derivative · entry 3 DANIELS BRIAN · CIK 0001428698 · SVP Global Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,099 Underlying: Common Stock, $0.10 par value · 2,366 shares Expires not disclosed 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: The restricted stock units were converted on a one for one basis into shares of common stock upon vesting. F5 · derivative.exercise_date: Twenty-five percent of the restricted stock units will vest on each of the first, second, third and fourth anniversaries of the grant date and be converted into shares of common stock. F5 · derivative.expiration_date: Twenty-five percent of the restricted stock units will vest on each of the first, second, third and fourth anniversaries of the grant date and be converted into shares of common stock. Read SEC document |
| March 06, 2008 Filed Feb 11, 2009 22:39 UTC Amendment | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 803 | $21.77 | $17,481.31 |
DisclosureSEC source: 0000014272-09-000005 · dan861.xml · nonDerivative · entry 2 DANIELS BRIAN · CIK 0001428698 · SVP Global Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,704 F3 · shares: Shares withheld for payment of taxes upon vesting of restricted stock units. F2 · balance_after: Includes unvested restricted stock awards. Read SEC document |
| March 06, 2008 Filed Feb 11, 2009 22:39 UTC Amendment | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Exercise / conversionCommon Stock, $0.10 par value | 2,366 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-09-000005 · dan861.xml · nonDerivative · entry 1 DANIELS BRIAN · CIK 0001428698 · SVP Global Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,507 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 · security: This Form 4 is being amended to clarify that upon vesting the restricted stock units became a non-derivative security. F2 · balance_after: Includes unvested restricted stock awards. Read SEC document |
| March 04, 2008 Filed Mar 6, 2008 22:27 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | GrantRestricted Stock Units · Derivative | 5,610 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-08-000107 · dan837.xml · derivative · entry 2 DANIELS BRIAN · CIK 0001428698 · SVP Global Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,610 Underlying: Common Stock, $0.10 par value · 5,610 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit converts into one share of common stock upon vesting. F3 · derivative.exercise_date: One-third of the restricted stock units will vest on each of the third, fourth and fifth anniversaries of the grant date and be converted into shares of common stock. F3 · derivative.expiration_date: One-third of the restricted stock units will vest on each of the third, fourth and fifth anniversaries of the grant date and be converted into shares of common stock. Read SEC document |
| March 04, 2008 Filed Mar 6, 2008 22:27 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | GrantExecutive Option (right to buy) · Derivative | 73,477 | $0.00 Strike: $22.14 | $0.00 |
DisclosureSEC source: 0000014272-08-000107 · dan837.xml · derivative · entry 1 DANIELS BRIAN · CIK 0001428698 · SVP Global Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,477 Underlying: Common Stock, $0.10 par value · 73,477 shares Expires 2018-03-03 F1 · derivative.exercise_date: Option is not exercisable until the closing share price of common stock achieves a price of at least 15% above the option grant price and remains at that price for seven consecutive trading days. Shares vest 25% per year, on a cumulative basis, commencing one year after the grant date. Read SEC document |
| March 04, 2008 Filed Feb 17, 2009 23:47 UTC Amendment | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantPerformance Shares · Derivative | 3,651 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-09-000012 · primary_doc.xml · derivative · entry 1 DANIELS BRIAN · CIK 0001428698 · SVP Global Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,651 Underlying: Common Stock $0.10 par value · 3,651 shares Expires not disclosed F1 · derivative.exercise_price: (1) Each performance share converts into one share of common stock upon distribution during the first quarter of 2010. F1 · derivative.exercise_date: (1) Each performance share converts into one share of common stock upon distribution during the first quarter of 2010. F1 · derivative.expiration_date: (1) Each performance share converts into one share of common stock upon distribution during the first quarter of 2010. 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.