Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BRISTOL MYERS SQUIBB CO(BMY) · Entity 1662 | SVP, Strat & Med & Ext Affairs | September 08, 2006 | September 15, 2006 |
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 September 08, 2006 · Filed September 15, 2006 · Amendment
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 |
|---|---|---|---|
| Common Stock, $0.10 par valueSEC Table I · non-derivative | Direct | 306,482 |
Reported balance
After 2006-09-08 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2006-09-08 · Tax withholding · Disposed 2,963 · Balance 306,482 F1: This Form is being amended to correct the number of shares withheld for payment of taxes upon vesting of restricted stock. F2: Shares withheld for payment of taxes upon vesting of restricted stock. |
| Common Stock, $0.10 par valueSEC Table I · non-derivative | IndirectBy BMY Savings & Investment Program | 16,974.27 |
Reported balance
Holding disclosure · report date 2006-09-08 · row 2
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 2 · Balance 16,974.27 F3: Based on a plan statement as of the end of the most recent fiscal quarter. |
| Common Stock, $0.10 par valueSEC Table I · non-derivative | IndirectBy Custodian For Child | 8 |
Reported balance
Holding disclosure · report date 2006-09-08 · row 3
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 3 · Balance 8 |
| Common Stock, $0.10 par valueSEC Table I · non-derivative | IndirectBy IRA | 8 |
Reported balance
Holding disclosure · report date 2006-09-08 · row 4
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 4 · Balance 8 |
Filing footnotes · ownership attribution and instrument terms
F1: This Form is being amended to correct the number of shares withheld for payment of taxes upon vesting of restricted stock.
F2: Shares withheld for payment of taxes upon vesting of restricted stock.
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 |
|---|---|---|---|---|---|---|
| September 08, 2006 Filed Sep 12, 2006 20:38 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 3,400 | $22.96 | $78,064.00 |
DisclosureSEC source: 0000014272-06-000182 · bod593.xml · nonDerivative · entry 1 BODNAR ANDREW G · CIK 0001213914 · SVP, Strat & Med & Ext Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 306,045 F1 · shares: Shares withheld for payment of taxes upon vesting of restricted stock. Read SEC document |
| September 08, 2006 Filed Sep 15, 2006 18:50 UTC Amendment | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 2,963 | $22.96 | $68,030.48 |
DisclosureSEC source: 0000014272-06-000191 · bod603.xml · nonDerivative · entry 1 BODNAR ANDREW G · CIK 0001213914 · SVP, Strat & Med & Ext Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 306,482 F1 · security: This Form is being amended to correct the number of shares withheld for payment of taxes upon vesting of restricted stock. F2 · 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: 0000014272-06-000090 · bod526.xml · derivative · entry 7 BODNAR ANDREW G · CIK 0001213914 · SVP, Strat & Med & Ext Affairs 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 | 2,375 | $22.73 | $53,983.75 |
DisclosureSEC source: 0000014272-06-000090 · bod526.xml · nonDerivative · entry 3 BODNAR ANDREW G · CIK 0001213914 · SVP, Strat & Med & Ext Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 309,445 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: 0000014272-06-000090 · bod526.xml · nonDerivative · entry 2 BODNAR ANDREW G · CIK 0001213914 · SVP, Strat & Med & Ext Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 311,820 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: 0000014272-06-000090 · bod526.xml · nonDerivative · entry 1 BODNAR ANDREW G · CIK 0001213914 · SVP, Strat & Med & Ext Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 305,136 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 |
| February 21, 2006 Filed Feb 22, 2006 22:00 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Exercise / conversionOption (right to buy) · Derivative | 67,306 | $23.09 Strike: $20.74 | $1,554,095.54 |
DisclosureSEC source: 0000014272-06-000048 · bod504.xml · derivative · entry 7 BODNAR ANDREW G · CIK 0001213914 · SVP, Strat & Med & Ext Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $0.10 par value · 67,306 shares Expires 2006-03-04 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_date: Currently Exercisable. Read SEC document |
| February 21, 2006 Filed Feb 22, 2006 22:00 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 3,117 | $23.09 | $71,971.53 |
DisclosureSEC source: 0000014272-06-000048 · bod504.xml · nonDerivative · entry 3 BODNAR ANDREW G · CIK 0001213914 · SVP, Strat & Med & Ext Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 294,026 F2 · shares: Shares withheld for payment of taxes upon exercise of stock option. Read SEC document |
| February 21, 2006 Filed Feb 22, 2006 22:00 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 60,460 | $23.09 | $1,396,021.40 |
DisclosureSEC source: 0000014272-06-000048 · bod504.xml · nonDerivative · entry 2 BODNAR ANDREW G · CIK 0001213914 · SVP, Strat & Med & Ext Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 297,143 F1 · shares: Shares withheld for payment of exercise price. Read SEC document |
| February 21, 2006 Filed Feb 22, 2006 22:00 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Exercise / conversionCommon Stock, $0.10 par value | 67,306 | $20.74 | $1,395,926.44 |
DisclosureSEC source: 0000014272-06-000048 · bod504.xml · nonDerivative · entry 1 BODNAR ANDREW G · CIK 0001213914 · SVP, Strat & Med & Ext Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 357,603 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. Read SEC document |
| December 06, 2005 Filed Dec 8, 2005 21:16 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | GrantCommon Stock, $0.10 par value | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-05-000207 · bod474.xml · nonDerivative · entry 1 BODNAR ANDREW G · CIK 0001213914 · SVP, Strat & Med & Ext Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 290,297 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 |
| March 01, 2005 Filed Mar 3, 2005 22:33 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Exercise / conversionOption (right to buy) · Derivative | 67,306 | $0.00 Strike: $14.74 | $0.00 |
DisclosureSEC source: 0000014272-05-000064 · bod357.xml · derivative · entry 9 BODNAR ANDREW G · CIK 0001213914 · SVP, Strat & Med & Ext Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $0.10 par value · 67,306 shares Expires 2005-03-06 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. 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: 0000014272-05-000064 · bod357.xml · derivative · entry 8 BODNAR ANDREW G · CIK 0001213914 · SVP, Strat & Med & Ext Affairs 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 F5 · 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: 0000014272-05-000064 · bod357.xml · nonDerivative · entry 4 BODNAR ANDREW G · CIK 0001213914 · SVP, Strat & Med & Ext Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 265,297 F3 · 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 |
| March 01, 2005 Filed Mar 3, 2005 22:33 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 10,147 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-05-000064 · bod357.xml · nonDerivative · entry 3 BODNAR ANDREW G · CIK 0001213914 · SVP, Strat & Med & Ext Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 255,991 F2 · shares: Shares withheld for payment of taxes upon exercise of stock option. Read SEC document |
| March 01, 2005 Filed Mar 3, 2005 22:33 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 38,979 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-05-000064 · bod357.xml · nonDerivative · entry 2 BODNAR ANDREW G · CIK 0001213914 · SVP, Strat & Med & Ext Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 266,138 F1 · shares: Shares withheld for payment of exercise price. Read SEC document |
| March 01, 2005 Filed Mar 3, 2005 22:33 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Exercise / conversionCommon Stock, $0.10 par value | 67,306 | $14.74 | $992,090.44 |
DisclosureSEC source: 0000014272-05-000064 · bod357.xml · nonDerivative · entry 1 BODNAR ANDREW G · CIK 0001213914 · SVP, Strat & Med & Ext Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 305,117 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. Read SEC document |
| December 01, 2004 Filed Dec 3, 2004 21:00 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | GrantCommon Stock, $0.10 par value | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-04-000191 · bod318.xml · nonDerivative · entry 1 BODNAR ANDREW G · CIK 0001213914 · SVP, Strat & Med & Ext Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 237,811 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 |
| March 30, 2004 Filed Apr 1, 2004 21:06 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Exercise / conversionOption (right to buy) · Derivative | 114,209 | $0.00 Strike: $12.27 | $0.00 |
DisclosureSEC source: 0000014272-04-000098 · bod246.xml · derivative · entry 7 BODNAR ANDREW G · CIK 0001213914 · SVP, Strat & Med & Ext Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $0.10 par value · 114,209 shares Expires 2004-04-04 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_date: Currently Exercisable. Read SEC document |
| March 30, 2004 Filed Apr 1, 2004 21:06 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 19,049 | $24.22 | $461,366.78 |
DisclosureSEC source: 0000014272-04-000098 · bod246.xml · nonDerivative · entry 3 BODNAR ANDREW G · CIK 0001213914 · SVP, Strat & Med & Ext Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 212,811 F2 · shares: Shares withheld for payment of taxes upon exercise of stock option. Read SEC document |
| March 30, 2004 Filed Apr 1, 2004 21:06 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 57,871 | $24.22 | $1,401,635.62 |
DisclosureSEC source: 0000014272-04-000098 · bod246.xml · nonDerivative · entry 2 BODNAR ANDREW G · CIK 0001213914 · SVP, Strat & Med & Ext Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 231,860 F1 · shares: Shares withheld for payment of exercise price. Read SEC document |
| March 30, 2004 Filed Apr 1, 2004 21:06 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Exercise / conversionCommon Stock, $0.10 par value | 114,209 | $12.27 | $1,401,344.43 |
DisclosureSEC source: 0000014272-04-000098 · bod246.xml · nonDerivative · entry 1 BODNAR ANDREW G · CIK 0001213914 · SVP, Strat & Med & Ext Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 289,731 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. 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: 0000014272-04-000067 · bod219.xml · derivative · entry 5 BODNAR ANDREW G · CIK 0001213914 · SVP, Strat & Med & Ext Affairs 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: 0000014272-04-000067 · bod219.xml · nonDerivative · entry 1 BODNAR ANDREW G · CIK 0001213914 · SVP, Strat & Med & Ext Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,522 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: 0000014272-03-000039 · bod156.xml · nonDerivative · entry 1 BODNAR ANDREW G · CIK 0001213914 · SVP, Strat & Med & Ext Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,633 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.