Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BRISTOL MYERS SQUIBB CO(BMY) · Entity 1662 | Director | March 31, 2006 | April 04, 2006 |
| Emergent BioSolutions Inc.EBS · Entity 5902 | Director | April 30, 2025 | May 03, 2025 |
| UNITED THERAPEUTICS CorpUTHR · Entity 664 | Director | July 22, 2026 | July 23, 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.
BRISTOL MYERS SQUIBB CO
Report date March 31, 2006 · Filed April 04, 2006
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Share UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 22,932.28 |
Reported balance
After 2006-03-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2006-03-31 · Grant · Acquired 203.63 · Balance 22,932.28 F1: Deferred share units are settled in cash either on a specified date in the future or following the cessation of the reporting person's service as a director. |
Filing footnotes · ownership attribution and instrument terms
F1: Deferred share units are settled in cash either on a specified date in the future or following the cessation of the reporting person's service as a director.
Emergent BioSolutions Inc.
Report date April 30, 2025 · Filed May 03, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 139,098 |
Reported balance
After 2025-04-30 transaction · row 1
1 source rowRow 1 · 2025-04-30 · Grant · Acquired 34,403 · Balance 139,098 F1: Represents an annual grant of restricted stock units ("RSUs") granted under the Company's Stock Incentive plan, as amended and restated, for Board and Committee service. Each RSU represents a right to receive one share of Emergent BioSolutions Inc. (the "Company") common stock upon vesting. The shares underlying the RSUs will vest on the day prior to the one-year anniversary of the grant date ("Annual Grant Vesting Date"), subject to the reporting person remaining a member of the Company's board of directors through the Annual Grant Vesting Date. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $5.45 · Expires 2032-04-29 | Direct | 41,572 |
Reported balance
After 2025-04-30 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-04-30 · Grant · Acquired 15,824 · Balance 41,572 F2: Consists of stock options granted under the Company's Stock Incentive Plan, as amended and restated, for Board and Committee service. The shares underlying the options will vest on the Annual Grant Vesting Date, subject to the reporting person remaining a member of the Company's board of directors through the Annual Grant Vesting Date. Each stock option represents a right to purchase one share of the Company's common stock upon vesting at the exercise price. F3: The number of options granted was determined by multiplying 25% of the total non-employee director compensation value, and then dividing by the Black-Scholes value of a single option calculated as of the date of the grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an annual grant of restricted stock units ("RSUs") granted under the Company's Stock Incentive plan, as amended and restated, for Board and Committee service. Each RSU represents a right to receive one share of Emergent BioSolutions Inc. (the "Company") common stock upon vesting. The shares underlying the RSUs will vest on the day prior to the one-year anniversary of the grant date ("Annual Grant Vesting Date"), subject to the reporting person remaining a member of the Company's board of directors through the Annual Grant Vesting Date.
F2: Consists of stock options granted under the Company's Stock Incentive Plan, as amended and restated, for Board and Committee service. The shares underlying the options will vest on the Annual Grant Vesting Date, subject to the reporting person remaining a member of the Company's board of directors through the Annual Grant Vesting Date. Each stock option represents a right to purchase one share of the Company's common stock upon vesting at the exercise price.
F3: The number of options granted was determined by multiplying 25% of the total non-employee director compensation value, and then dividing by the Black-Scholes value of a single option calculated as of the date of the grant.
UNITED THERAPEUTICS Corp
Report date July 22, 2026 · Filed July 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $527.07 · Expires 2033-07-22 | Direct | 2,380 |
Reported balance
After 2026-07-22 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-07-22 · Grant · Acquired 2,380 · Balance 2,380 F3: Annual non-employee director award. F4: Annual non-employee director awards become fully vested on the earlier to occur of (a) the one-year anniversary of the grant date; or (b) the date of the next Annual Meeting of Shareholders following the grant date. June 25, 2027 is the anticipated date of the next Annual Meeting of Shareholders. |
| Common StockSEC Table I · non-derivative | Direct | 2,983 |
Reported balance
Holding disclosure · report date 2026-07-22 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 2,983 F1: Total has been updated to correct a clerical error which caused the reporting person's indirect holding of common stock (by trust) to be underreported by 590 shares in the Form 4 filed on July 13, 2026 by the reporting person. These shares are in addition to the 2,903 shares held directly, as reported in the Form 4 filed on July 13, 2026. |
| Common StockSEC Table I · non-derivative | Indirectby Trust | 1,457 |
Reported balance
Holding disclosure · report date 2026-07-22 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,457 F2: These securities are held indirectly by a trust over which the reporting person has sole investment power and sole voting power. |
Filing footnotes · ownership attribution and instrument terms
F1: Total has been updated to correct a clerical error which caused the reporting person's indirect holding of common stock (by trust) to be underreported by 590 shares in the Form 4 filed on July 13, 2026 by the reporting person. These shares are in addition to the 2,903 shares held directly, as reported in the Form 4 filed on July 13, 2026.
F2: These securities are held indirectly by a trust over which the reporting person has sole investment power and sole voting power.
F3: Annual non-employee director award.
F4: Annual non-employee director awards become fully vested on the earlier to occur of (a) the one-year anniversary of the grant date; or (b) the date of the next Annual Meeting of Shareholders following the grant date. June 25, 2027 is the anticipated date of the next Annual Meeting of Shareholders.
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 |
|---|---|---|---|---|---|---|
| April 23, 2004 Filed Apr 27, 2004 16:26 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Exercise / conversionCommon Stock, $0.10 par value | 4,207 | $13.15 | $55,322.05 |
DisclosureSEC source: 0000014272-04-000106 · sul254.xml · nonDerivative · entry 1 SULLIVAN LOUIS W · CIK 0001193522 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,918.67 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 31, 2004 Filed Apr 1, 2004 21:06 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | GrantDeferred Share Units · Derivative | 242.59 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000014272-04-000104 · sul253.xml · derivative · entry 1 SULLIVAN LOUIS W · CIK 0001193522 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,490.79 Underlying: Common Stock, $0.10 par value · 242.59 shares Expires not disclosed F1 · derivative.exercise_date: Deferred share units are settled in cash either on a specified date in the future or following the cessation of the reporting person's service as a director. F1 · derivative.expiration_date: Deferred share units are settled in cash either on a specified date in the future or following the cessation of the reporting person's service as a director. Read SEC document |
| February 01, 2004 Filed Feb 3, 2004 23:34 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | GrantDeferred Share Units · Derivative | 2,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000014272-04-000039 · sul208.xml · derivative · entry 1 SULLIVAN LOUIS W · CIK 0001193522 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,249.07 Underlying: Common Stock, $0.10 par value · 2,000 shares Expires 1988-08-08 F1 · derivative.exercise_date: Deferred share units are settled in cash either on a specified date in the future or following the cessation of the reporting person's service as a director. F1 · derivative.expiration_date: Deferred share units are settled in cash either on a specified date in the future or following the cessation of the reporting person's service as a director. Read SEC document |
| December 31, 2003 Filed Jan 5, 2004 21:04 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | GrantDeferred Share Units · Derivative | 204.54 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000014272-04-000014 · sul185.xml · derivative · entry 1 SULLIVAN LOUIS W · CIK 0001193522 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,118.63 Underlying: Common Stock, $0.10 par value · 204.54 shares Expires 1988-08-08 F1 · shares: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. F2 · derivative.exercise_date: Deferred share units are settled in cash either on a specified date in the future or following the cessation of the reporting person's service as a director. F2 · derivative.expiration_date: Deferred share units are settled in cash either on a specified date in the future or following the cessation of the reporting person's service as a director. Read SEC document |
| September 30, 2003 Filed Oct 1, 2003 20:46 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | GrantDeferred Share Units · Derivative | 212.68 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000014272-03-000047 · sul170.xml · derivative · entry 1 SULLIVAN LOUIS W · CIK 0001193522 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,772.31 Underlying: Common Stock, $0.10 par value · 212.68 shares Expires 1988-08-08 F1 · shares: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. F2 · derivative.exercise_date: Deferred share units are settled in cash either on a specified date in the future or following the cessation of the reporting person's service as a director. F2 · derivative.expiration_date: Deferred share units are settled in cash either on a specified date in the future or following the cessation of the reporting person's service as a director. Read SEC document |
| June 30, 2003 Filed Jul 2, 2003 21:01 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | GrantDeferred Share Units · Derivative | 198.5 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000014272-03-000014 · sul144.xml · derivative · entry 1 SULLIVAN LOUIS · CIK 0001193522 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,426.25 Underlying: Common Stock, $0.10 par value · 198.5 shares Expires 1988-08-08 F1 · shares: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. F2 · derivative.exercise_date: Deferred share units are settled in cash either on a specified date in the future or following the cessation of the reporting person's service as a director. F2 · derivative.expiration_date: Deferred share units are settled in cash either on a specified date in the future or following the cessation of the reporting person's service as a director. 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.