Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BRISTOL MYERS SQUIBB CO(BMY) · Entity 1662 | SVP, Human Resources | March 01, 2008 | March 04, 2008 |
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 March 01, 2008 · Filed March 04, 2008
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.10 par valueSEC Table I · non-derivative | Direct | 66,940 |
Last balance in matching sequence
After 2008-03-02 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2008-03-01 · Tax withholding · Disposed 1,049 · Balance 67,942 F1: Shares withheld for payment of taxes upon vesting of restricted stock. F2: Includes unvested restricted stock awards. Row 2 · 2008-03-02 · Tax withholding · Disposed 1,002 · Balance 66,940 F1: Shares withheld for payment of taxes upon vesting of restricted stock. F2: Includes unvested restricted stock awards. |
| Common Stock, $0.10 par valueSEC Table I · non-derivative | IndirectBy BMY Savings & Investment Program | 6,886.69 |
Reported balance
Holding disclosure · report date 2008-03-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 6,886.69 F3: Based on a plan statement as of the end of the most recent fiscal quarter. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld for payment of taxes upon vesting of restricted stock.
F2: Includes unvested restricted stock awards.
F3: Based on a plan statement as of the end of the most recent fiscal quarter.
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 |
|---|---|---|---|---|---|---|
| March 02, 2008 Filed Mar 4, 2008 18:35 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 1,002 | $22.61 | $22,655.22 |
DisclosureSEC source: 0000014272-08-000070 · bea821.xml · nonDerivative · entry 2 BEAR STEPHEN E · CIK 0001199290 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,940 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 01, 2008 Filed Mar 4, 2008 18:35 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 1,049 | $22.61 | $23,717.89 |
DisclosureSEC source: 0000014272-08-000070 · bea821.xml · nonDerivative · entry 1 BEAR STEPHEN E · CIK 0001199290 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,942 F1 · shares: Shares withheld for payment of taxes upon vesting of restricted stock. F2 · balance_after: Includes unvested restricted stock awards. Read SEC document |
| September 10, 2007 Filed Sep 12, 2007 20:06 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 2,817 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-07-000176 · bea749.xml · nonDerivative · entry 1 BEAR STEPHEN E · CIK 0001199290 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,508 F1 · shares: Shares withheld for payment of taxes upon vesting of restricted stock. F2 · balance_after: Includes unvested restricted stock awards. Read SEC document |
| September 10, 2007 Filed Jan 15, 2008 22:05 UTC Amendment | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 3,334 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-08-000019 · bea777.xml · nonDerivative · entry 1 BEAR STEPHEN E · CIK 0001199290 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,991 F1 · shares: This form is being amended to correct the number of shares withheld for payment of taxes upon vesting of restricted stock. F2 · balance_after: Includes unvested restricted stock awards. Read SEC document |
| March 06, 2007 Filed Mar 8, 2007 22:18 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | GrantRestricted Stock Units · Derivative | 7,125 | $0.00 Strike: $27.01 | $0.00 |
DisclosureSEC source: 0000014272-07-000077 · bea679.xml · derivative · entry 5 BEAR STEPHEN E · CIK 0001199290 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,125 Underlying: Common Stock, $0.10 par value · 7,125 shares Expires 2017-03-05 F6 · derivative.exercise_date: 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 |
| March 06, 2007 Filed Mar 8, 2007 22:18 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | GrantExecutive Option (right to buy) · Derivative | 81,500 | $0.00 Strike: $27.01 | $0.00 |
DisclosureSEC source: 0000014272-07-000077 · bea679.xml · derivative · entry 4 BEAR STEPHEN E · CIK 0001199290 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,500 Underlying: Common Stock, $0.10 par value · 81,500 shares Expires 2017-03-05 F5 · 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. Option vests 25% of the shares annually, on a cumulative basis, commencing one year after the date of grant, but may not be exercised until the threshold is satisfied. Read SEC document |
| March 06, 2007 Filed Mar 8, 2007 22:18 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 1,002 | $27.01 | $27,064.02 |
DisclosureSEC source: 0000014272-07-000077 · bea679.xml · nonDerivative · entry 2 BEAR STEPHEN E · CIK 0001199290 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,325 F3 · shares: Shares withheld for payment of taxes. F2 · balance_after: Includes unvested restricted stock awards. Read SEC document |
| March 06, 2007 Filed Mar 8, 2007 22:18 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | GrantCommon Stock, $0.10 par value | 2,964 | $27.01 | $80,057.64 |
DisclosureSEC source: 0000014272-07-000077 · bea679.xml · nonDerivative · entry 1 BEAR STEPHEN E · CIK 0001199290 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,327 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 |
| March 06, 2007 Filed May 10, 2007 21:19 UTC Amendment | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | GrantRestricted Stock Units · Derivative | 7,125 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-07-000124 · bea699.xml · derivative · entry 5 BEAR STEPHEN E · CIK 0001199290 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,125 Underlying: Common Stock, $0.10 par value · 7,125 shares Expires not disclosed F6 · derivative.exercise_price: This Form 4 is being amended to clarify that each restricted stock unit converts into one share of common stock upon vesting. F7 · 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. F7 · 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 06, 2007 Filed May 10, 2007 21:19 UTC Amendment | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | GrantExecutive Option (right to buy) · Derivative | 81,500 | $0.00 Strike: $27.01 | $0.00 |
DisclosureSEC source: 0000014272-07-000124 · bea699.xml · derivative · entry 4 BEAR STEPHEN E · CIK 0001199290 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,500 Underlying: Common Stock, $0.10 par value · 81,500 shares Expires 2017-03-05 F5 · 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. Option vests 25% of the shares annually, on a cumulative basis, commencing one year after the date of grant, but may not be exercised until the threshold is satisfied. Read SEC document |
| March 06, 2007 Filed May 10, 2007 21:19 UTC Amendment | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 1,002 | $27.01 | $27,064.02 |
DisclosureSEC source: 0000014272-07-000124 · bea699.xml · nonDerivative · entry 2 BEAR STEPHEN E · CIK 0001199290 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,325 F3 · shares: Shares withheld for payment of taxes. F2 · balance_after: Includes unvested restricted stock awards. Read SEC document |
| March 06, 2007 Filed May 10, 2007 21:19 UTC Amendment | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | GrantCommon Stock, $0.10 par value | 2,964 | $27.01 | $80,057.64 |
DisclosureSEC source: 0000014272-07-000124 · bea699.xml · nonDerivative · entry 1 BEAR STEPHEN E · CIK 0001199290 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,327 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 |
| March 02, 2007 Filed Mar 6, 2007 19:53 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 1,002 | $26.42 | $26,472.84 |
DisclosureSEC source: 0000014272-07-000059 · bea668.xml · nonDerivative · entry 1 BEAR STEPHEN E · CIK 0001199290 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,363 F1 · kind: Shares withheld for payment of taxes upon vesting of restricted stock. F2 · balance_after: Includes shares of restricted stock with one-third vesting on each of the third, fourth and fifth anniversaries of the grant date. Read SEC document |
| January 03, 2007 Filed Jan 5, 2007 21:31 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 3,046 | $26.41 | $80,444.86 |
DisclosureSEC source: 0000014272-07-000016 · bea642.xml · nonDerivative · entry 1 BEAR STEPHEN E · CIK 0001199290 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,365 F1 · kind: Shares withheld for payment of taxes upon vesting of restricted stock. F2 · balance_after: Includes shares of restricted stock with one-third vesting on each of the third, fourth and fifth anniversaries of the grant date. Read SEC document |
| December 01, 2006 Filed Dec 4, 2006 19:38 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | GrantExecutive Option (right to buy) · Derivative | 200,000 | $0.00 Strike: $24.74 | $0.00 |
DisclosureSEC source: 0000014272-06-000226 · bea629.xml · derivative · entry 1 BEAR STEPHEN E · CIK 0001199290 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,000 Underlying: Common Stock, $0.10 par value · 200,000 shares Expires 2016-11-30 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 one-third per year, on a cumulative basis, on the third, fourth, and fifth anniversaries of the grant date. Read SEC document |
| September 08, 2006 Filed Sep 12, 2006 20:38 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 2,817 | $22.96 | $64,678.32 |
DisclosureSEC source: 0000014272-06-000181 · bea592.xml · nonDerivative · entry 1 BEAR STEPHEN E · CIK 0001199290 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,411 F1 · shares: Shares withheld for payment of taxes upon vesting of restricted stock. Read SEC document |
| March 07, 2006 Filed Mar 9, 2006 22:09 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | GrantExecutive Option (right to buy) · Derivative | 46,420 | $0.00 Strike: $22.73 | $0.00 |
DisclosureSEC source: 0000014272-06-000089 · bea524.xml · derivative · entry 5 BEAR STEPHEN E · CIK 0001199290 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,420 Underlying: Common Stock, $0.10 par value · 46,420 shares Expires 2016-03-06 F5 · 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. Option vests 25% of the shares annually, on a cumulative basis, commencing one year after the date of grant, but may not be exercised until the threshold is satisfied. Read SEC document |
| March 07, 2006 Filed Mar 9, 2006 22:09 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 2,260 | $22.73 | $51,369.80 |
DisclosureSEC source: 0000014272-06-000089 · bea524.xml · nonDerivative · entry 3 BEAR STEPHEN E · CIK 0001199290 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,228 F3 · shares: Shares withheld for payment of taxes. Read SEC document |
| March 07, 2006 Filed Mar 9, 2006 22:09 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | GrantCommon Stock, $0.10 par value | 6,684 | $22.73 | $151,927.32 |
DisclosureSEC source: 0000014272-06-000089 · bea524.xml · nonDerivative · entry 2 BEAR STEPHEN E · CIK 0001199290 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,488 F2 · shares: Consists of shares earned as long-term performance awards under the 2002 Stock Incentive Plan. Read SEC document |
| March 07, 2006 Filed Mar 9, 2006 22:09 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | GrantCommon Stock, $0.10 par value | 11,110 | $22.73 | $252,530.30 |
DisclosureSEC source: 0000014272-06-000089 · bea524.xml · nonDerivative · entry 1 BEAR STEPHEN E · CIK 0001199290 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,804 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 |
| January 03, 2006 Filed Jan 5, 2006 21:19 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 3,926 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-06-000020 · bea489.xml · nonDerivative · entry 1 BEAR STEPHEN E · CIK 0001199290 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,694 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 | 55,833 | $0.00 Strike: $25.45 | $0.00 |
DisclosureSEC source: 0000014272-05-000063 · bea356.xml · derivative · entry 3 BEAR STEPHEN E · CIK 0001199290 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,833 Underlying: Common Stock, $0.10 par value · 55,833 shares Expires 2015-02-28 F3 · 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 | 9,306 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-05-000063 · bea356.xml · nonDerivative · entry 1 BEAR STEPHEN E · CIK 0001199290 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,620 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 |
| January 03, 2005 Filed Jan 4, 2005 22:41 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 3,107 | $25.51 | $79,259.57 |
DisclosureSEC source: 0000014272-05-000011 · bea328.xml · nonDerivative · entry 1 BEAR STEPHEN E · CIK 0001199290 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,314 F1 · kind: Shares withheld for payment of taxes upon vesting of restricted stock. F2 · balance_after: Includes shares of restricted stock with one-third vesting on each of the third, fourth and fifth anniversaries of the grant date. 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 | 53,333 | $0.00 Strike: $28.11 | $0.00 |
DisclosureSEC source: 0000014272-04-000066 · bea218.xml · derivative · entry 3 BEAR STEPHEN E · CIK 0001199290 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,333 Underlying: Common Stock, $0.10 par value · 53,333 shares Expires 2014-03-01 F3 · 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 | 8,889 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-04-000066 · bea218.xml · nonDerivative · entry 1 BEAR STEPHEN E · CIK 0001199290 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,421 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 19:44 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | GrantCommon Stock, $0.10 par value | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-03-000038 · bea155.xml · nonDerivative · entry 1 BEAR STEPHEN E · CIK 0001199290 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,532 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.