Phil M Holzer
CIK 2012588 · View on SEC EDGAR ↗
First SEC filing: Feb. 23, 2024 · Latest: March 12, 2025
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Insider transactions
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| Nov. 4, 2024 | BMY | S | 700 | $55.62 | $38,934 | 11,760 Direct | -5.62% | Disposed | 22.3% (price as of 2026-08-19) |
P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding
Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.
Derivative holdings (Form 4 Table II)
Options, RSUs and convertible securities reported on Form 4 Table II.
| Date | Ticker | Security | Underlying | Exercise price | Expiration | Shares | A/D |
|---|---|---|---|---|---|---|---|
| March 10, 2025 | BMY | Performance Shares | Common Stock, $0.10 par value (7,368) | — | March 10, 2028 | 7,368 | Acquired |
| March 10, 2025 | BMY | Performance Shares | Common Stock, $0.10 par value (4,861) | — | March 10, 2025 | 4,861 | Disposed |
| March 10, 2025 | BMY | Market Share Units | Common Stock, $0.10 par value (4,912) | — | March 10, 2028 | 4,912 | Acquired |
| March 10, 2025 | BMY | Market Share Units | Common Stock, $0.10 par value (768) | — | March 10, 2027 | 768 | Disposed |
| March 10, 2025 | BMY | Market Share Units | Common Stock, $0.10 par value (810) | — | March 10, 2026 | 810 | Disposed |
| March 10, 2025 | BMY | Market Share Units | Common Stock, $0.10 par value (701) | — | March 10, 2025 | 701 | Disposed |
| March 10, 2024 | BMY | Performance Shares | Common Stock, $0.10 par value (7,407) | — | March 10, 2027 | 7,407 | Acquired |
| March 10, 2024 | BMY | Performance Shares | Common Stock, $0.10 par value (4,206) | — | March 10, 2024 | 4,206 | Disposed |
| March 10, 2024 | BMY | Market Share Units | Common Stock, $0.10 par value (4,938) | — | March 10, 2028 | 4,938 | Acquired |
| March 10, 2024 | BMY | Market Share Units | Common Stock, $0.10 par value (768) | — | March 10, 2027 | 768 | Disposed |
| March 10, 2024 | BMY | Market Share Units | Common Stock, $0.10 par value (810) | — | March 10, 2026 | 810 | Disposed |
| March 10, 2024 | BMY | Market Share Units | Common Stock, $0.10 par value (701) | — | March 10, 2025 | 701 | Disposed |
| March 10, 2024 | BMY | Market Share Units | Common Stock, $0.10 par value (613) | — | March 10, 2024 | 613 | Disposed |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 8 holdings
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| Feb. 23, 2024 | BMY | Common Stock, $0.10 par value | 10,011 | Direct |
| Feb. 23, 2024 | BMY | Market Share Units→ Common Stock, $0.10 par value (613) | 613 | Direct |
| Feb. 23, 2024 | BMY | Market Share Units→ Common Stock, $0.10 par value (1,402) | 1,402 | Direct |
| Feb. 23, 2024 | BMY | Market Share Units→ Common Stock, $0.10 par value (2,431) | 2,431 | Direct |
| Feb. 23, 2024 | BMY | Market Share Units→ Common Stock, $0.10 par value (3,075) | 3,075 | Direct |
| Feb. 23, 2024 | BMY | Performance Shares→ Common Stock, $0.10 par value (4,206) | 4,206 | Direct |
| Feb. 23, 2024 | BMY | Performance Shares→ Common Stock, $0.10 par value (4,861) | 4,861 | Direct |
| Feb. 23, 2024 | BMY | Performance Shares→ Common Stock, $0.10 par value (4,612) | 4,612 | Direct |