Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BRISTOL MYERS SQUIBB CO(BMY) · Entity 1662 | SVP, Corp & Envirn Affairs | March 03, 1998 | April 01, 2004 |
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 03, 1998 · Filed April 01, 2004 · 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 | 39,857 |
Last balance in matching sequence
After 1998-03-25 transaction · row 10
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
10 source rowsRow 1 · 1998-03-23 · Exercise / conversion · Acquired 25,111 · Balance 58,616 Row 2 · 1998-03-23 · Tax withholding · Disposed 6,839 · Balance 51,777 Row 3 · 1998-03-23 · Tax withholding · Disposed 8,881 · Balance 42,896 Row 4 · 1998-03-24 · Sale · Disposed 7,000 · Balance 35,896 Row 5 · 1998-03-24 · Exercise / conversion · Acquired 12,889 · Balance 48,785 Row 6 · 1998-03-24 · Tax withholding · Disposed 4,520 · Balance 44,265 Row 7 · 1998-03-24 · Tax withholding · Disposed 10,400 · Balance 33,865 Row 8 · 1998-03-24 · Exercise / conversion · Acquired 28,500 · Balance 62,365 Row 9 · 1998-03-25 · Sale · Disposed 18,500 · Balance 43,865 Row 10 · 1998-03-25 · Sale · Disposed 4,008 · Balance 39,857 |
| Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $101.91 · Expires 2008-03-02 | Direct | 6,250 |
Reported balance
After 1998-03-03 transaction · row 12
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 12 · 1998-03-03 · Grant · Acquired 6,250 · Balance 6,250 F2: Right to buy granted under Bristol-Myers Squibb Company 1983 Stock Option Plan. Under certain conditions, Incentive Stock Options include a Payment With Stock Feature and Nonqualified Stock Options include a Payment With Stock and/or a Payment With Stock for Withholding Tax Feature. F3: Provided the stock option grant achieves certain closing price thresholds for Common Stock between $132.4782 and $152.8595 and remains at those thresholds for a given period of time. |
| Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $101.91 · Expires 2008-03-02 | Direct | 6,250 |
Reported balance
After 1998-03-03 transaction · row 13
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 13 · 1998-03-03 · Grant · Acquired 6,250 · Balance 6,250 F2: Right to buy granted under Bristol-Myers Squibb Company 1983 Stock Option Plan. Under certain conditions, Incentive Stock Options include a Payment With Stock Feature and Nonqualified Stock Options include a Payment With Stock and/or a Payment With Stock for Withholding Tax Feature. F3: Provided the stock option grant achieves certain closing price thresholds for Common Stock between $132.4782 and $152.8595 and remains at those thresholds for a given period of time. |
| Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $101.91 · Expires 2008-03-02 | Direct | 6,250 |
Reported balance
After 1998-03-03 transaction · row 14
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 14 · 1998-03-03 · Grant · Acquired 6,250 · Balance 6,250 F2: Right to buy granted under Bristol-Myers Squibb Company 1983 Stock Option Plan. Under certain conditions, Incentive Stock Options include a Payment With Stock Feature and Nonqualified Stock Options include a Payment With Stock and/or a Payment With Stock for Withholding Tax Feature. F3: Provided the stock option grant achieves certain closing price thresholds for Common Stock between $132.4782 and $152.8595 and remains at those thresholds for a given period of time. |
| Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $101.91 · Expires 2008-03-02 | Direct | 6,250 |
Reported balance
After 1998-03-03 transaction · row 15
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 15 · 1998-03-03 · Grant · Acquired 6,250 · Balance 6,250 F2: Right to buy granted under Bristol-Myers Squibb Company 1983 Stock Option Plan. Under certain conditions, Incentive Stock Options include a Payment With Stock Feature and Nonqualified Stock Options include a Payment With Stock and/or a Payment With Stock for Withholding Tax Feature. F3: Provided the stock option grant achieves certain closing price thresholds for Common Stock between $132.4782 and $152.8595 and remains at those thresholds for a given period of time. |
| Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $28.94 · Expires 2003-12-12 | Direct | 12,889 |
Reported balance
After 1998-03-23 transaction · row 16
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 16 · 1998-03-23 · Exercise / conversion · Disposed 25,111 · Balance 12,889 |
| Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $28.94 · Expires 2003-12-12 | Direct | 0 |
Reported balance
After 1998-03-24 transaction · row 17
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 17 · 1998-03-24 · Exercise / conversion · Disposed 12,889 · Balance 0 |
| Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $25.81 · Expires 2004-04-04 | Direct | 9,500 |
Reported balance
After 1998-03-24 transaction · row 18
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 18 · 1998-03-24 · Exercise / conversion · Disposed 28,500 · Balance 9,500 |
| Common Stock, $0.10 par valueSEC Table I · non-derivative | IndirectBy BMY Savings and Investment Program | 784.64 |
Reported balance
Holding disclosure · report date 1998-03-03 · row 11
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 11 · Balance 784.64 F1: Represents equivalent shares held for this Reporting Person by the Trustee of the Bristol-Myers Squibb Company Savings and Investment Program as of December 31, 1997. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents equivalent shares held for this Reporting Person by the Trustee of the Bristol-Myers Squibb Company Savings and Investment Program as of December 31, 1997.
F2: Right to buy granted under Bristol-Myers Squibb Company 1983 Stock Option Plan. Under certain conditions, Incentive Stock Options include a Payment With Stock Feature and Nonqualified Stock Options include a Payment With Stock and/or a Payment With Stock for Withholding Tax Feature.
F3: Provided the stock option grant achieves certain closing price thresholds for Common Stock between $132.4782 and $152.8595 and remains at those thresholds for a given period of time.
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, 2004 Filed Mar 4, 2004 22:25 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | GrantOption (right to buy) · Derivative | 43,333 | $0.00 Strike: $28.11 | $0.00 |
DisclosureSEC source: 0000014272-04-000079 · sku229.xml · derivative · entry 3 SKULE JOHN L III · CIK 0001202290 · SVP, Corp & Envirn Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,333 Underlying: Common Stock, $0.10 par value · 43,333 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 22:25 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | GrantCommon Stock, $0.10 par value | 7,222 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-04-000079 · sku229.xml · nonDerivative · entry 1 SKULE JOHN L III · CIK 0001202290 · SVP, Corp & Envirn Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,122 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 | 2,585 | $29.22 | $75,533.70 |
DisclosureSEC source: 0000014272-04-000018 · sku189.xml · nonDerivative · entry 1 SKULE JOHN L III · CIK 0001202290 · SVP, Corp & Envirn Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,900 F1 · kind: Shares withheld for payment of taxes upon vesting of restricted stock. Read SEC document |
| September 10, 2003 Filed Sep 12, 2003 19:39 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | GrantCommon Stock, $0.10 par value | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-03-000037 · sku161.xml · nonDerivative · entry 1 SKULE JOHN L III · CIK 0001202290 · SVP, Corp & Envirn Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,485 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 25, 1998 Filed Apr 1, 2004 21:01 UTC Amendment | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | SaleCommon Stock, $0.10 par value | 4,008 | $107.31 | $430,098.48 |
DisclosureSEC source: 0000014272-04-000095 · sku5.xml · nonDerivative · entry 10 SKULE JOHN L III · CIK 0001202290 · SVP, Corp & Envirn Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,857 Read SEC document |
| March 25, 1998 Filed Apr 1, 2004 21:01 UTC Amendment | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | SaleCommon Stock, $0.10 par value | 18,500 | $107.06 | $1,980,610.00 |
DisclosureSEC source: 0000014272-04-000095 · sku5.xml · nonDerivative · entry 9 SKULE JOHN L III · CIK 0001202290 · SVP, Corp & Envirn Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,865 Read SEC document |
| March 24, 1998 Filed Apr 1, 2004 21:01 UTC Amendment | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Exercise / conversionOption (right to buy) · Derivative | 28,500 | $0.00 Strike: $25.81 | $0.00 |
DisclosureSEC source: 0000014272-04-000095 · sku5.xml · derivative · entry 18 SKULE JOHN L III · CIK 0001202290 · SVP, Corp & Envirn Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,500 Underlying: Common Stock, $0.10 par value · 28,500 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. Read SEC document |
| March 24, 1998 Filed Apr 1, 2004 21:01 UTC Amendment | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Exercise / conversionOption (right to buy) · Derivative | 12,889 | $0.00 Strike: $28.94 | $0.00 |
DisclosureSEC source: 0000014272-04-000095 · sku5.xml · derivative · entry 17 SKULE JOHN L III · CIK 0001202290 · SVP, Corp & Envirn Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $0.10 par value · 12,889 shares Expires 2003-12-12 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 24, 1998 Filed Apr 1, 2004 21:01 UTC Amendment | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Exercise / conversionCommon Stock, $0.10 par value | 28,500 | $25.81 | $735,585.00 |
DisclosureSEC source: 0000014272-04-000095 · sku5.xml · nonDerivative · entry 8 SKULE JOHN L III · CIK 0001202290 · SVP, Corp & Envirn Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,365 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 24, 1998 Filed Apr 1, 2004 21:01 UTC Amendment | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 10,400 | $105.31 | $1,095,224.00 |
DisclosureSEC source: 0000014272-04-000095 · sku5.xml · nonDerivative · entry 7 SKULE JOHN L III · CIK 0001202290 · SVP, Corp & Envirn Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,865 Read SEC document |
| March 24, 1998 Filed Apr 1, 2004 21:01 UTC Amendment | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 4,520 | $105.31 | $476,001.20 |
DisclosureSEC source: 0000014272-04-000095 · sku5.xml · nonDerivative · entry 6 SKULE JOHN L III · CIK 0001202290 · SVP, Corp & Envirn Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,265 Read SEC document |
| March 24, 1998 Filed Apr 1, 2004 21:01 UTC Amendment | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Exercise / conversionCommon Stock, $0.10 par value | 12,889 | $28.94 | $373,007.66 |
DisclosureSEC source: 0000014272-04-000095 · sku5.xml · nonDerivative · entry 5 SKULE JOHN L III · CIK 0001202290 · SVP, Corp & Envirn Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,785 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 24, 1998 Filed Apr 1, 2004 21:01 UTC Amendment | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | SaleCommon Stock, $0.10 par value | 7,000 | $105.31 | $737,170.00 |
DisclosureSEC source: 0000014272-04-000095 · sku5.xml · nonDerivative · entry 4 SKULE JOHN L III · CIK 0001202290 · SVP, Corp & Envirn Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,896 Read SEC document |
| March 23, 1998 Filed Apr 1, 2004 21:01 UTC Amendment | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Exercise / conversionOption (right to buy) · Derivative | 25,111 | $0.00 Strike: $28.94 | $0.00 |
DisclosureSEC source: 0000014272-04-000095 · sku5.xml · derivative · entry 16 SKULE JOHN L III · CIK 0001202290 · SVP, Corp & Envirn Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,889 Underlying: Common Stock, $0.10 par value · 25,111 shares Expires 2003-12-12 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 23, 1998 Filed Apr 1, 2004 21:01 UTC Amendment | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 8,881 | $106.25 | $943,606.25 |
DisclosureSEC source: 0000014272-04-000095 · sku5.xml · nonDerivative · entry 3 SKULE JOHN L III · CIK 0001202290 · SVP, Corp & Envirn Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,896 Read SEC document |
| March 23, 1998 Filed Apr 1, 2004 21:01 UTC Amendment | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 6,839 | $106.25 | $726,643.75 |
DisclosureSEC source: 0000014272-04-000095 · sku5.xml · nonDerivative · entry 2 SKULE JOHN L III · CIK 0001202290 · SVP, Corp & Envirn Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,777 Read SEC document |
| March 23, 1998 Filed Apr 1, 2004 21:01 UTC Amendment | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | Exercise / conversionCommon Stock, $0.10 par value | 25,111 | $28.94 | $726,712.34 |
DisclosureSEC source: 0000014272-04-000095 · sku5.xml · nonDerivative · entry 1 SKULE JOHN L III · CIK 0001202290 · SVP, Corp & Envirn Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,616 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 03, 1998 Filed Apr 1, 2004 21:01 UTC Amendment | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | GrantOption (right to buy) · Derivative | 6,250 | $0.00 Strike: $101.91 | $0.00 |
DisclosureSEC source: 0000014272-04-000095 · sku5.xml · derivative · entry 15 SKULE JOHN L III · CIK 0001202290 · SVP, Corp & Envirn Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,250 Underlying: Common Stock, $0.10 par value · 6,250 shares Expires 2008-03-02 F2 · security: Right to buy granted under Bristol-Myers Squibb Company 1983 Stock Option Plan. Under certain conditions, Incentive Stock Options include a Payment With Stock Feature and Nonqualified Stock Options include a Payment With Stock and/or a Payment With Stock for Withholding Tax Feature. F3 · derivative.exercise_date: Provided the stock option grant achieves certain closing price thresholds for Common Stock between $132.4782 and $152.8595 and remains at those thresholds for a given period of time. Read SEC document |
| March 03, 1998 Filed Apr 1, 2004 21:01 UTC Amendment | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | GrantOption (right to buy) · Derivative | 6,250 | $0.00 Strike: $101.91 | $0.00 |
DisclosureSEC source: 0000014272-04-000095 · sku5.xml · derivative · entry 14 SKULE JOHN L III · CIK 0001202290 · SVP, Corp & Envirn Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,250 Underlying: Common Stock, $0.10 par value · 6,250 shares Expires 2008-03-02 F2 · security: Right to buy granted under Bristol-Myers Squibb Company 1983 Stock Option Plan. Under certain conditions, Incentive Stock Options include a Payment With Stock Feature and Nonqualified Stock Options include a Payment With Stock and/or a Payment With Stock for Withholding Tax Feature. F3 · derivative.exercise_date: Provided the stock option grant achieves certain closing price thresholds for Common Stock between $132.4782 and $152.8595 and remains at those thresholds for a given period of time. Read SEC document |
| March 03, 1998 Filed Apr 1, 2004 21:01 UTC Amendment | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | GrantOption (right to buy) · Derivative | 6,250 | $0.00 Strike: $101.91 | $0.00 |
DisclosureSEC source: 0000014272-04-000095 · sku5.xml · derivative · entry 13 SKULE JOHN L III · CIK 0001202290 · SVP, Corp & Envirn Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,250 Underlying: Common Stock, $0.10 par value · 6,250 shares Expires 2008-03-02 F2 · security: Right to buy granted under Bristol-Myers Squibb Company 1983 Stock Option Plan. Under certain conditions, Incentive Stock Options include a Payment With Stock Feature and Nonqualified Stock Options include a Payment With Stock and/or a Payment With Stock for Withholding Tax Feature. F3 · derivative.exercise_date: Provided the stock option grant achieves certain closing price thresholds for Common Stock between $132.4782 and $152.8595 and remains at those thresholds for a given period of time. Read SEC document |
| March 03, 1998 Filed Apr 1, 2004 21:01 UTC Amendment | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | GrantOption (right to buy) · Derivative | 6,250 | $0.00 Strike: $101.91 | $0.00 |
DisclosureSEC source: 0000014272-04-000095 · sku5.xml · derivative · entry 12 SKULE JOHN L III · CIK 0001202290 · SVP, Corp & Envirn Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,250 Underlying: Common Stock, $0.10 par value · 6,250 shares Expires 2008-03-02 F2 · security: Right to buy granted under Bristol-Myers Squibb Company 1983 Stock Option Plan. Under certain conditions, Incentive Stock Options include a Payment With Stock Feature and Nonqualified Stock Options include a Payment With Stock and/or a Payment With Stock for Withholding Tax Feature. F3 · derivative.exercise_date: Provided the stock option grant achieves certain closing price thresholds for Common Stock between $132.4782 and $152.8595 and remains at those thresholds for a given period of time. 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.