Phyllis R. Yale
CIK: 0001269070
Transaction Breakdown
High conviction signal
Position reduction
Derivative conversions
Compensation grants
Gifts, tax withholding, conversions, dispositions to the issuer and other codes
Discretionary Trading P&L
Holdings
Transaction History (21 total)
- Sep 30, 2026BMY
BRISTOL MYERS SQUIBB CO
Award(A)DirectDeferred Share Units
561 shares at avg. $62.40- - Aug 15, 2026DVA
DAVITA INC.
Award(A)Direct278 shares- - Jun 30, 2026BMY
BRISTOL MYERS SQUIBB CO
Award(A)DirectDeferred Share Units
607 shares at avg. $57.62- - May 26, 2026DVA
DAVITA INC.
Gift(G)Direct5K shares- - May 15, 2026DVA
DAVITA INC.
Award(A)Direct250 shares- - Mar 31, 2026BMY
BRISTOL MYERS SQUIBB CO
Award(A)DirectDeferred Share Units
577 shares at avg. $60.65- - Mar 15, 2026DVA
DAVITA INC.
Award(A)Direct332 shares- - Feb 1, 2026BMY
BRISTOL MYERS SQUIBB CO
Award(A)DirectDeferred Share Units
4K shares at avg. $55.05- - Dec 31, 2025BMY
BRISTOL MYERS SQUIBB CO
Award(A)DirectDeferred Share Units
649 shares- - Nov 15, 2025DVA
DAVITA INC.
Award(A)Direct411 shares- - Sep 30, 2025BMY
BRISTOL MYERS SQUIBB CO
Award(A)DirectDeferred Share Units
776 shares- - Aug 15, 2025DVA
DAVITA INC.
Award(A)Direct369 shares- - Jun 30, 2025BMY
BRISTOL MYERS SQUIBB CO
Award(A)DirectDeferred Share Units
756 shares- - May 15, 2025DVA
DAVITA INC.
Award(A)Direct348 shares- - Mar 31, 2025BMY
BRISTOL MYERS SQUIBB CO
Award(A)DirectDeferred Share Units
574 shares at avg. $60.99- - Mar 15, 2025DVA
DAVITA INC.
Award(A)Direct349 shares- - Feb 1, 2025BMY
BRISTOL MYERS SQUIBB CO
Award(A)DirectDeferred Share Units
3.6K shares at avg. $58.95- - Dec 31, 2024BMY
BRISTOL MYERS SQUIBB CO
Award(A)DirectDeferred Share Units
619 shares at avg. $56.56- - Dec 2, 2024DVA
DAVITA INC.
Gift(G)Direct3.5K shares- - Nov 15, 2024DVA
DAVITA INC.
Award(A)Direct312 shares- - Sep 30, 2024BMY
BRISTOL MYERS SQUIBB CO
Award(A)DirectDeferred Share Units
676 shares at avg. $51.74-
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| Sep 30, 2026 |  BMY BRISTOL MYERS SQUIBB CO | Award(A) Deferred Share Units | 561 | $62.40 | - | Direct |
| Aug 15, 2026 |  DVA DAVITA INC. | Award(A) | 278 | - | $0 | Direct |
| Jun 30, 2026 | BMY BRISTOL MYERS SQUIBB CO | Award(A) Deferred Share Units | 607 | $57.62 | - | Direct |
| May 26, 2026 | DVA DAVITA INC. | Gift(G) | 5,038 | - | $0 | Direct |
| May 15, 2026 | DVA DAVITA INC. | Award(A) | 250 | - | $0 | Direct |
| Mar 31, 2026 | BMY BRISTOL MYERS SQUIBB CO | Award(A) Deferred Share Units | 577 | $60.65 | - | Direct |
| Mar 15, 2026 | DVA DAVITA INC. | Award(A) | 332 | - | $0 | Direct |
| Feb 1, 2026 | BMY BRISTOL MYERS SQUIBB CO | Award(A) Deferred Share Units | 3,996 | $55.05 | - | Direct |
| Dec 31, 2025 | BMY BRISTOL MYERS SQUIBB CO | Award(A) Deferred Share Units | 649 | - | - | Direct |
| Nov 15, 2025 | DVA DAVITA INC. | Award(A) | 411 | - | - | Direct |
| Sep 30, 2025 | BMY BRISTOL MYERS SQUIBB CO | Award(A) Deferred Share Units | 776 | - | - | Direct |
| Aug 15, 2025 | DVA DAVITA INC. | Award(A) | 369 | - | - | Direct |
| Jun 30, 2025 | BMY BRISTOL MYERS SQUIBB CO | Award(A) Deferred Share Units | 756 | - | - | Direct |
| May 15, 2025 | DVA DAVITA INC. | Award(A) | 348 | - | - | Direct |
| Mar 31, 2025 | BMY BRISTOL MYERS SQUIBB CO | Award(A) Deferred Share Units | 574 | $60.99 | - | Direct |
| Mar 15, 2025 | DVA DAVITA INC. | Award(A) | 349 | - | - | Direct |
| Feb 1, 2025 | BMY BRISTOL MYERS SQUIBB CO | Award(A) Deferred Share Units | 3,562 | $58.95 | - | Direct |
| Dec 31, 2024 | BMY BRISTOL MYERS SQUIBB CO | Award(A) Deferred Share Units | 619 | $56.56 | - | Direct |
| Dec 2, 2024 | DVA DAVITA INC. | Gift(G) | 3,500 | - | $0 | Direct |
| Nov 15, 2024 | DVA DAVITA INC. | Award(A) | 312 | - | $0 | Direct |
| Sep 30, 2024 | BMY BRISTOL MYERS SQUIBB CO | Award(A) Deferred Share Units | 676 | $51.74 | - | Direct |
1-21 of 21 transactions
About YALE PHYLLIS R
YALE PHYLLIS R (SEC CIK 0001269070) files insider reports with the SEC as Director of BRISTOL MYERS SQUIBB CO (BMY) and Director of DAVITA INC. (DVA).
Signal8 holds 21 ownership filings by YALE PHYLLIS R, all Form 4s, filed between Oct 2, 2024 and Oct 2, 2026. Those filings report 21 transactions, from Sep 30, 2024 to Sep 30, 2026. Signal8's Form 4 history starts in Sep 2024.
The business address on YALE PHYLLIS R's filings is in PRINCETON, NJ.
Recent filings by YALE PHYLLIS R
- Sep 30, 2026: Grant or award of BMY derivative securities (Form 4, code A).
- Aug 15, 2026: Grant or award of DVA shares (Form 4, code A).
- Jun 30, 2026: Grant or award of BMY derivative securities (Form 4, code A).
- May 26, 2026: Gift of DVA shares (Form 4, code G).
- May 15, 2026: Grant or award of DVA shares (Form 4, code A).
Other insiders filing for BRISTOL MYERS SQUIBB CO (BMY)
- BOERNER CHRISTOPHER S., Chief Executive Officer
- Shanahan Karin, EVP, Chief Supply Chain & Ops
- Meyers Gregory Scott, EVP, Chief Digital & Tech Off.
- Gallman Cari, EVP, General Counsel
- Samuels Theodore R. II, Director
- Rice Derica W, Director