Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BRISTOL MYERS SQUIBB CO(BMY) · Entity 1662 | CSO & President, PRI | March 02, 2004 | March 04, 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 02, 2004 · Filed March 04, 2004
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.10 par valueSEC Table I · non-derivative | Direct | 178,889 |
Reported balance
After 2004-03-02 transaction · row 1
1 source rowRow 1 · 2004-03-02 · Grant · Acquired 18,889 · Balance 178,889 F1: Shares consist of restricted stock with one-third vesting on each of the third, fourth and fifth anniversaries of the grant date. |
| Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $28.11 · Expires 2014-03-01 | Direct | 113,333 |
Reported balance
After 2004-03-02 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2004-03-02 · Grant · Acquired 113,333 · Balance 113,333 F2: Exercisable as to 25% of the shares annually, on a cumulative basis, commencing one year after the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares consist of restricted stock with one-third vesting on each of the third, fourth and fifth anniversaries of the grant date.
F2: Exercisable as to 25% of the shares annually, on a cumulative basis, commencing one year after the date of grant.
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 | 113,333 | $0.00 Strike: $28.11 | $0.00 |
DisclosureSEC source: 0000014272-04-000077 · pal230.xml · derivative · entry 2 PALMER JAMES B D DR · CIK 0001213655 · CSO & President, PRI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,333 Underlying: Common Stock, $0.10 par value · 113,333 shares Expires 2014-03-01 F2 · 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 | 18,889 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-04-000077 · pal230.xml · nonDerivative · entry 1 PALMER JAMES B D DR · CIK 0001213655 · CSO & President, PRI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 178,889 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 19:36 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | GrantCommon Stock, $0.10 par value | 35,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-03-000035 · pal154.xml · nonDerivative · entry 1 PALMER JAMES B D DR · CIK 0001213655 · CSO & President, PRI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,000 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.