Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BRISTOL MYERS SQUIBB CO(BMY) · Entity 1662 | Executive VP | March 07, 2006 | March 09, 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 March 07, 2006 · Filed March 09, 2006
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.10 par valueSEC Table I · non-derivative | Direct | 221,219 |
Ending reported balance
After 2006-03-07 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2006-03-07 · Grant · Acquired 11,866 · Balance 225,230 F1: Consists of shares earned as long-term performance awards under the 2002 Stock Incentive Plan. Row 2 · 2006-03-07 · Tax withholding · Disposed 4,011 · Balance 221,219 F2: Shares withheld for payment of taxes. |
| Common Stock, $0.10 par valueSEC Table I · non-derivative | IndirectBy BMY Savings & Investment Program | 2,780.39 |
Reported balance
Holding disclosure · report date 2006-03-07 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,780.39 F3: Based on a plan statement as of the end of the most recent fiscal quarter. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of shares earned as long-term performance awards under the 2002 Stock Incentive Plan.
F2: Shares withheld for payment of taxes.
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 07, 2006 Filed Mar 9, 2006 22:10 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 4,011 | $22.73 | $91,170.03 |
DisclosureSEC source: 0000014272-06-000102 · mcg525.xml · nonDerivative · entry 2 MCGOLDRICK JOHN L · CIK 0001199295 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 221,219 F2 · 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 | 11,866 | $22.73 | $269,714.18 |
DisclosureSEC source: 0000014272-06-000102 · mcg525.xml · nonDerivative · entry 1 MCGOLDRICK JOHN L · CIK 0001199295 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,230 F1 · shares: Consists of shares earned as long-term performance awards under the 2002 Stock Incentive Plan. 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 | 126,198 | $0.00 Strike: $20.74 | $0.00 |
DisclosureSEC source: 0000014272-06-000056 · mcg510.xml · derivative · entry 5 MCGOLDRICK JOHN L · CIK 0001199295 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $0.10 par value · 126,198 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 | 5,815 | $23.10 | $134,326.50 |
DisclosureSEC source: 0000014272-06-000056 · mcg510.xml · nonDerivative · entry 3 MCGOLDRICK JOHN L · CIK 0001199295 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 213,364 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 | 113,312 | $23.10 | $2,617,507.20 |
DisclosureSEC source: 0000014272-06-000056 · mcg510.xml · nonDerivative · entry 2 MCGOLDRICK JOHN L · CIK 0001199295 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 219,179 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 | 126,198 | $20.74 | $2,617,346.52 |
DisclosureSEC source: 0000014272-06-000056 · mcg510.xml · nonDerivative · entry 1 MCGOLDRICK JOHN L · CIK 0001199295 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 332,491 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 |
| January 03, 2006 Filed Jan 5, 2006 21:19 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 4,728 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-06-000021 · mcg490.xml · nonDerivative · entry 1 MCGOLDRICK JOHN L · CIK 0001199295 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 206,293 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 | Exercise / conversionOption (right to buy) · Derivative | 126,198 | $0.00 Strike: $14.74 | $0.00 |
DisclosureSEC source: 0000014272-05-000074 · mcg367.xml · derivative · entry 7 MCGOLDRICK JOHN L · CIK 0001199295 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $0.10 par value · 126,198 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 | 85,500 | $0.00 Strike: $25.45 | $0.00 |
DisclosureSEC source: 0000014272-05-000074 · mcg367.xml · derivative · entry 6 MCGOLDRICK JOHN L · CIK 0001199295 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,500 Underlying: Common Stock, $0.10 par value · 85,500 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 | 14,250 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-05-000074 · mcg367.xml · nonDerivative · entry 4 MCGOLDRICK JOHN L · CIK 0001199295 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,021 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 | 18,634 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-05-000074 · mcg367.xml · nonDerivative · entry 3 MCGOLDRICK JOHN L · CIK 0001199295 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,771 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 | 73,085 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-05-000074 · mcg367.xml · nonDerivative · entry 2 MCGOLDRICK JOHN L · CIK 0001199295 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 215,405 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 | 126,198 | $14.74 | $1,860,158.52 |
DisclosureSEC source: 0000014272-05-000074 · mcg367.xml · nonDerivative · entry 1 MCGOLDRICK JOHN L · CIK 0001199295 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 288,490 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 |
| January 03, 2005 Filed Jan 4, 2005 22:42 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 3,656 | $25.51 | $93,264.56 |
DisclosureSEC source: 0000014272-05-000016 · mcg334.xml · nonDerivative · entry 1 MCGOLDRICK JOHN L · CIK 0001199295 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,292 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 |
| September 02, 2004 Filed Sep 7, 2004 17:39 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Exercise / conversionoption (right to buy) · Derivative | 63,099 | $0.00 Strike: $13.92 | $0.00 |
DisclosureSEC source: 0000014272-04-000167 · mcg298.xml · derivative · entry 5 MCGOLDRICK JOHN L · CIK 0001199295 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $0.10 par value · 63,099 shares Expires 2005-01-08 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 |
| September 02, 2004 Filed Sep 7, 2004 17:39 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 8,903 | $23.62 | $210,288.86 |
DisclosureSEC source: 0000014272-04-000167 · mcg298.xml · nonDerivative · entry 3 MCGOLDRICK JOHN L · CIK 0001199295 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,948 F2 · shares: Shares withheld for payment of taxes upon exercise of stock option. Read SEC document |
| September 02, 2004 Filed Sep 7, 2004 17:39 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 37,191 | $23.62 | $878,451.42 |
DisclosureSEC source: 0000014272-04-000167 · mcg298.xml · nonDerivative · entry 2 MCGOLDRICK JOHN L · CIK 0001199295 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174,851 F1 · shares: Shares withheld for payment of exercise price. Read SEC document |
| September 02, 2004 Filed Sep 7, 2004 17:39 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Exercise / conversionCommon Stock, $0.10 par value | 63,099 | $13.92 | $878,338.08 |
DisclosureSEC source: 0000014272-04-000167 · mcg298.xml · nonDerivative · entry 1 MCGOLDRICK JOHN L · CIK 0001199295 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 212,042 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 22:25 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | GrantOption (right to buy) · Derivative | 85,500 | $0.00 Strike: $28.11 | $0.00 |
DisclosureSEC source: 0000014272-04-000076 · mcg227.xml · derivative · entry 3 MCGOLDRICK JOHN L · CIK 0001199295 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,500 Underlying: Common Stock, $0.10 par value · 85,500 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 22:25 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | GrantCommon Stock, $0.10 par value | 14,250 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-04-000076 · mcg227.xml · nonDerivative · entry 1 MCGOLDRICK JOHN L · CIK 0001199295 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,943 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 02, 2004 Filed Jan 6, 2004 18:59 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 3,627 | $29.22 | $105,980.94 |
DisclosureSEC source: 0000014272-04-000017 · mcg188.xml · nonDerivative · entry 1 MCGOLDRICK JOHN L · CIK 0001199295 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,693 F1 · kind: Shares withheld for payment of taxes upon vesting of restricted stock. Read SEC document |
| September 10, 2003 Filed Sep 12, 2003 19:36 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | GrantCommon Stock, $0.10 par value | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-03-000033 · mcg153.xml · nonDerivative · entry 1 MCGORDRICK JOHN L · CIK 0001199295 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,320 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.