Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BRISTOL MYERS SQUIBB CO(BMY) · Entity 1662 | VP Strat Bus Initiatives | June 30, 2006 | July 05, 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 June 30, 2006 · Filed July 05, 2006
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.10 par valueSEC Table I · non-derivative | Direct | 62,829 |
Reported balance
After 2006-06-30 transaction · row 1
1 source rowRow 1 · 2006-06-30 · Tax withholding · Disposed 709 · Balance 62,829 F1: 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 | 8,461.75 |
Reported balance
Holding disclosure · report date 2006-06-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 8,461.75 F2: 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 | 463 |
Reported balance
Holding disclosure · report date 2006-06-30 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 463 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld for payment of taxes upon vesting of restricted stock.
F2: 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 |
|---|---|---|---|---|---|---|
| June 30, 2006 Filed Jul 5, 2006 18:41 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 709 | $25.77 | $18,270.93 |
DisclosureSEC source: 0000014272-06-000170 · zab580.xml · nonDerivative · entry 1 ZABOR DAVID L · CIK 0001208100 · VP Strat Bus Initiatives 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,829 F1 · shares: Shares withheld for payment of taxes upon vesting of restricted stock. Read SEC document |
| March 07, 2006 Filed Mar 9, 2006 22:10 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | GrantExecutive Option (right to buy) · Derivative | 32,300 | $0.00 Strike: $22.73 | $0.00 |
DisclosureSEC source: 0000014272-06-000106 · zab531.xml · derivative · entry 6 ZABOR DAVID L · CIK 0001208100 · VP Strat Bus Initiatives 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,300 Underlying: Common Stock, $0.10 par value · 32,300 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 22:10 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 1,190 | $22.73 | $27,048.70 |
DisclosureSEC source: 0000014272-06-000106 · zab531.xml · nonDerivative · entry 3 ZABOR DAVID L · CIK 0001208100 · VP Strat Bus Initiatives 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,538 F3 · shares: Shares withheld for payment of taxes. Read SEC document |
| March 07, 2006 Filed Mar 9, 2006 22:10 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | GrantCommon Stock, $0.10 par value | 3,304 | $22.73 | $75,099.92 |
DisclosureSEC source: 0000014272-06-000106 · zab531.xml · nonDerivative · entry 2 ZABOR DAVID L · CIK 0001208100 · VP Strat Bus Initiatives 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,728 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 22:10 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | GrantCommon Stock, $0.10 par value | 7,700 | $22.73 | $175,021.00 |
DisclosureSEC source: 0000014272-06-000106 · zab531.xml · nonDerivative · entry 1 ZABOR DAVID L · CIK 0001208100 · VP Strat Bus Initiatives 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,424 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 03, 2006 Filed Mar 6, 2006 21:39 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 946 | $22.79 | $21,559.34 |
DisclosureSEC source: 0000014272-06-000067 · zab516.xml · nonDerivative · entry 1 ZABOR DAVID L · CIK 0001208100 · VP Strat Bus Initiatives 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,724 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 |
| February 28, 2006 Filed Mar 1, 2006 16:33 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Exercise / conversionOption (right to buy) · Derivative | 11,425 | $0.00 Strike: $20.74 | $0.00 |
DisclosureSEC source: 0000014272-06-000059 · zab512.xml · derivative · entry 5 ZABOR DAVID L · CIK 0001208100 · VP Strat Bus Initiatives 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $0.10 par value · 11,425 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. F2 · derivative.exercise_date: Currently Exercisable. Read SEC document |
| February 28, 2006 Filed Mar 1, 2006 16:33 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | SaleCommon Stock, $0.10 par value | 10,875 | $23.12 | $251,430.00 |
DisclosureSEC source: 0000014272-06-000059 · zab512.xml · nonDerivative · entry 2 ZABOR DAVID L · CIK 0001208100 · VP Strat Bus Initiatives 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,670 Read SEC document |
| February 28, 2006 Filed Mar 1, 2006 16:33 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Exercise / conversionCommon Stock, $0.10 par value | 11,425 | $20.74 | $236,954.50 |
DisclosureSEC source: 0000014272-06-000059 · zab512.xml · nonDerivative · entry 1 ZABOR DAVID L · CIK 0001208100 · VP Strat Bus Initiatives 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,545 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 |
| February 24, 2006 Filed Feb 27, 2006 20:39 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Exercise / conversionOption (right to buy) · Derivative | 22,754 | $0.00 Strike: $20.74 | $0.00 |
DisclosureSEC source: 0000014272-06-000057 · zab509.xml · derivative · entry 6 ZABOR DAVID L · CIK 0001208100 · VP, Fin Ops & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,425 Underlying: Common Stock, $0.10 par value · 22,754 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 24, 2006 Filed Feb 27, 2006 20:39 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 884 | $23.10 | $20,420.40 |
DisclosureSEC source: 0000014272-06-000057 · zab509.xml · nonDerivative · entry 3 ZABOR DAVID L · CIK 0001208100 · VP, Fin Ops & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,120 F2 · shares: Shares withheld for payment of taxes upon exercise of stock option. Read SEC document |
| February 24, 2006 Filed Feb 27, 2006 20:39 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 20,431 | $23.10 | $471,956.10 |
DisclosureSEC source: 0000014272-06-000057 · zab509.xml · nonDerivative · entry 2 ZABOR DAVID L · CIK 0001208100 · VP, Fin Ops & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,004 F1 · shares: Shares withheld for payment of exercise price. Read SEC document |
| February 24, 2006 Filed Feb 27, 2006 20:39 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Exercise / conversionCommon Stock, $0.10 par value | 22,754 | $20.74 | $471,917.96 |
DisclosureSEC source: 0000014272-06-000057 · zab509.xml · nonDerivative · entry 1 ZABOR DAVID L · CIK 0001208100 · VP, Fin Ops & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,435 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 |
| July 01, 2005 Filed Jul 6, 2005 20:40 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 729 | $25.18 | $18,356.22 |
DisclosureSEC source: 0000014272-05-000147 · zab425.xml · nonDerivative · entry 1 ZABOR DAVID L · CIK 0001208100 · VP, Fin Ops & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,681 F1 · kind: Shares withheld for payment of taxes upon vesting of restricted stock. Read SEC document |
| March 01, 2005 Filed Mar 3, 2005 22:34 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | GrantOption (right to buy) · Derivative | 46,500 | $0.00 Strike: $25.45 | $0.00 |
DisclosureSEC source: 0000014272-05-000076 · zab368.xml · derivative · entry 8 ZABOR DAVID L · CIK 0001208100 · VP, Fin Ops & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,500 Underlying: Common Stock, $0.10 par value · 46,500 shares Expires 2015-02-28 F5 · 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 01, 2005 Filed Mar 3, 2005 22:34 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Exercise / conversionOption (right to buy) · Derivative | 7,343 | $0.00 Strike: $14.74 | $0.00 |
DisclosureSEC source: 0000014272-05-000076 · zab368.xml · derivative · entry 7 ZABOR DAVID L · CIK 0001208100 · VP, Fin Ops & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $0.10 par value · 7,343 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 22:34 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | GrantCommon Stock, $0.10 par value | 7,750 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-05-000076 · zab368.xml · nonDerivative · entry 4 ZABOR DAVID L · CIK 0001208100 · VP, Fin Ops & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,410 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 22:34 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 1,127 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-05-000076 · zab368.xml · nonDerivative · entry 3 ZABOR DAVID L · CIK 0001208100 · VP, Fin Ops & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,660 F2 · shares: Shares withheld for payment of taxes upon exercise of stock option. Read SEC document |
| March 01, 2005 Filed Mar 3, 2005 22:34 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 4,253 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-05-000076 · zab368.xml · nonDerivative · entry 2 ZABOR DAVID L · CIK 0001208100 · VP, Fin Ops & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,787 F1 · shares: Shares withheld for payment of exercise price. Read SEC document |
| March 01, 2005 Filed Mar 3, 2005 22:34 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Exercise / conversionCommon Stock, $0.10 par value | 7,343 | $14.74 | $108,235.82 |
DisclosureSEC source: 0000014272-05-000076 · zab368.xml · nonDerivative · entry 1 ZABOR DAVID L · CIK 0001208100 · VP, Fin Ops & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,040 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 09, 2004 Filed Dec 13, 2004 22:45 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | GrantCommon Stock, $0.10 par value | 7,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-04-000202 · zab326.xml · nonDerivative · entry 1 ZABOR DAVID L · CIK 0001208100 · VP, Fin Ops & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,697 F1 · balance_after: 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.