Form 4 for BMY Bristol Myers Squibb
Accepted 2025-03-12 00:00:00 ET · period of report 2025-03-10 · accession 0000014272-25-000067 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DM | 2025-03-12 | 2025-03-10 | BMY | Poole Ahn Amanda | EVP, CHRO | J - Other | $0.00 | -2,119 | 3,502 | -38% | $0 |
| DM | 2025-03-12 | 2025-03-10 | BMY | Poole Ahn Amanda | EVP, CHRO | F - Tax | $63.11 | -2,273 | 3,260 | -41% | -$143.4K |
| DM | 2025-03-12 | 2025-03-10 | BMY | Poole Ahn Amanda | EVP, CHRO | M - OptEx | $0.00 | +7,164 | 3,643 | New | $0 |
| DM | 2025-03-12 | 2025-03-10 | BMY | Poole Ahn Amanda | EVP, CHRO | M - OptEx | $0.00 | -7,164 | 0 | -100% | $0 |
| DM | 2025-03-12 | 2025-03-10 | BMY | Poole Ahn Amanda | EVP, CHRO | A - Grant | $0.00 | +39.3K | 15.7K | New | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock, $0.10 par value | 2025-03-10 | J | D | 48 | $0.00 | 3,066 | D | — | — | (F2) Represents a downward adjustment to the number of shares acquired upon the vesting of market share units due to the performance factor. |
| 2 | Common | Common Stock, $0.10 par value | 2025-03-10 | F | D | 233 | $63.11 | 2,833 | D | — | — | (F3) Shares withheld for payment of taxes upon vesting of awards. |
| 3 | Common | Common Stock, $0.10 par value | 2025-03-10 | M | A | 690 | $0.00 | 3,114 | D | — | — | (F1) Represents vesting of one-quarter of market share units granted on March 10, 2021. |
| 4 | Common | Common Stock, $0.10 par value | 2025-03-10 | F | D | 1,557 | $63.11 | 5,196 | D | — | — | (F3) Shares withheld for payment of taxes upon vesting of awards. |
| 5 | Common | Common Stock, $0.10 par value | 2025-03-10 | J | D | 1,793 | $0.00 | 6,753 | D | — | — | (F7) Adjustment to award based on the performance factor applied in accordance with the terms of the award and certification of performance results by the Board. |
| 6 | Common | Common Stock, $0.10 par value | 2025-03-10 | M | A | 4,861 | $0.00 | 8,546 | D | — | — | (F6) Amount represents distribution of performance shares earned under the 2022-2024 Long-Term Performance Award. |
| 7 | Common | Common Stock, $0.10 par value | 2025-03-10 | F | D | 241 | $63.11 | 3,685 | D | — | — | (F3) Shares withheld for payment of taxes upon vesting of awards. |
| 8 | Common | Common Stock, $0.10 par value | 2025-03-10 | J | D | 137 | $0.00 | 3,926 | D | — | — | (F2) Represents a downward adjustment to the number of shares acquired upon the vesting of market share units due to the performance factor. |
| 9 | Common | Common Stock, $0.10 par value | 2025-03-10 | M | A | 803 | $0.00 | 4,063 | D | — | — | (F5) Represents vesting of one-quarter of market share units granted on March 10, 2023. |
| 10 | Common | Common Stock, $0.10 par value | 2025-03-10 | F | D | 242 | $63.11 | 3,260 | D | — | — | (F3) Shares withheld for payment of taxes upon vesting of awards. |
| 11 | Common | Common Stock, $0.10 par value | 2025-03-10 | J | D | 141 | $0.00 | 3,502 | D | — | — | (F2) Represents a downward adjustment to the number of shares acquired upon the vesting of market share units due to the performance factor. |
| 12 | Common | Common Stock, $0.10 par value | 2025-03-10 | M | A | 810 | $0.00 | 3,643 | D | — | — | (F4) Represents vesting of one-quarter of market share units granted on March 10, 2022. |
| 13 | Derivative | Market Share Units | 2025-03-10 | M | D | 690 | $0.00 | 0 | D | — · — to 2025-03-10 | 690 Common Stock, $0.10 par value | (F9) Each market share unit converts into the number of shares of common stock determined by applying a payout factor to the target number of shares vesting on a given date. The payout factor is a ratio of the average of the closing price on the measurement date plus the nine prior trading days divided by the average stock price on the grant date (also a 10-day average). The minimum payout factor that must be achieved to earn a payout is 60% and the maximum payout factor is 200%. (F1) Represents vesting of one-quarter of market share units granted on March 10, 2021. |
| 14 | Derivative | Market Share Units | 2025-03-10 | M | D | 803 | $0.00 | 1,608 | D | — · — to 2027-03-10 | 803 Common Stock, $0.10 par value | (F10) Each market share unit converts into the number of shares of common stock determined by applying a payout factor to the target number of shares vesting on a given date. The payout factor is a ratio of the average of the closing price on the measurement date plus the nine prior trading days divided by the average stock price on the grant date (also a 10-day average). The minimum payout factor that must be achieved to earn a payout is 80% and the maximum payout factor is 225%. (F5) Represents vesting of one-quarter of market share units granted on March 10, 2023. |
| 15 | Derivative | Market Share Units | 2025-03-10 | M | D | 810 | $0.00 | 811 | D | — · — to 2026-03-10 | 810 Common Stock, $0.10 par value | (F10) Each market share unit converts into the number of shares of common stock determined by applying a payout factor to the target number of shares vesting on a given date. The payout factor is a ratio of the average of the closing price on the measurement date plus the nine prior trading days divided by the average stock price on the grant date (also a 10-day average). The minimum payout factor that must be achieved to earn a payout is 80% and the maximum payout factor is 225%. (F4) Represents vesting of one-quarter of market share units granted on March 10, 2022. |
| 16 | Derivative | Performance Shares | 2025-03-10 | A | A | 23,598 | $0.00 | 23,598 | D | — · — to 2028-03-10 | 23,598 Common Stock, $0.10 par value | (F14) Each performance share converts into one share of common stock upon distribution in the first quarter of 2028, subject to certification of performance results by the Board. |
| 17 | Derivative | Market Share Units | 2025-03-10 | A | A | 15,732 | $0.00 | 15,732 | D | — · — to 2028-03-10 | 15,732 Common Stock, $0.10 par value | (F11) Each market share unit converts into the number of shares of common stock determined by applying a payout factor to the target number of shares vesting on a given date. The payout factor is the greater of Total Return and relative total shareholder return (rTSR) Floor. Total Return is a ratio of the 10-day average closing stock price on the measurement date, plus the value of accumulated dividends, divided by the average stock price on the grant date (also a 10-day average). The minimum payout factor for Total Return performance that must be achieved to earn a payout is 80% and the maximum is 225%. The rTSR Floor feature provides a minimum level of payout if BMS stock price declines from the grant date but outperforms our peers based on their TSR percentile rank. A TSR percentile rank (i) below the 50th percentile yields a 0% payout, (ii) between the 50th and 74.99th percentiles yields a 50% payout, and (iii) at or above the 75th percentile yields a 100% payout. (F12) These market share units cliff vest on the third anniversary of the grant date, subject to certification of performance results by the Board. |
| 18 | Derivative | Performance Shares | 2025-03-10 | M | D | 4,861 | $0.00 | 0 | D | — · — to 2025-03-10 | 4,861 Common Stock, $0.10 par value | (F13) Each performance share converted into one share of common stock upon distribution in the first quarter of 2025 in accordance with the terms of the award and certification of performance results by the Board. (F6) Amount represents distribution of performance shares earned under the 2022-2024 Long-Term Performance Award. |