Form 4 for BMY Bristol Myers Squibb
Accepted 2026-03-12 00:00:00 ET · period of report 2026-03-10 · accession 0001773367-26-000002 · 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 | 2026-03-12 | 2026-03-10 | BMY | Plenge Robert M | EVP, Chief Research Off | F - Tax | $60.13 | -4,535 | 16.4K | -22% | -$272.7K |
| DM | 2026-03-12 | 2026-03-10 | BMY | Plenge Robert M | EVP, Chief Research Off | J - Other | $0.00 | -7,277 | 16.8K | -30% | $0 |
| DM | 2026-03-12 | 2026-03-10 | BMY | Plenge Robert M | EVP, Chief Research Off | M - OptEx | $0.00 | +17.5K | 31.6K | +124% | $0 |
| DM | 2026-03-12 | 2026-03-10 | BMY | Plenge Robert M | EVP, Chief Research Off | A - Grant | $0.00 | +44.9K | 26.9K | New | $0 |
| DM | 2026-03-12 | 2026-03-10 | BMY | Plenge Robert M | EVP, Chief Research Off | M - OptEx | $0.00 | -17.5K | 0 | -100% | $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 | 2026-03-10 | F | D | 3,172 | $60.13 | 21,528 | D | — | — | (F3) Shares withheld for payment of taxes upon vesting of awards. |
| 2 | Common | Common Stock, $0.10 par value | 2026-03-10 | J | D | 6,900 | $0.00 | 24,700 | D | — | — | (F6) 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. |
| 3 | Common | Common Stock, $0.10 par value | 2026-03-10 | F | D | 927 | $60.13 | 17,548 | D | — | — | (F3) Shares withheld for payment of taxes upon vesting of awards. |
| 4 | Common | Common Stock, $0.10 par value | 2026-03-10 | J | D | 253 | $0.00 | 18,475 | D | — | — | (F2) Represents a downward adjustment to the number of shares acquired upon the vesting of market share units due to the performance factor. |
| 5 | Common | Common Stock, $0.10 par value | 2026-03-10 | M | A | 2,342 | $0.00 | 18,728 | D | — | — | (F4) Represents vesting of one-quarter market share units granted on March 10, 2023. |
| 6 | Common | Common Stock, $0.10 par value | 2026-03-10 | F | D | 436 | $60.13 | 16,386 | D | — | — | (F3) Shares withheld for payment of taxes upon vesting of awards. |
| 7 | Common | Common Stock, $0.10 par value | 2026-03-10 | J | D | 124 | $0.00 | 16,822 | D | — | — | (F2) Represents a downward adjustment to the number of shares acquired upon the vesting of market share units due to the performance factor. |
| 8 | Common | Common Stock, $0.10 par value | 2026-03-10 | M | A | 1,107 | $0.00 | 16,946 | D | — | — | (F1) Represents vesting of one-quarter market share units granted on March 10, 2022. |
| 9 | Common | Common Stock, $0.10 par value | 2026-03-10 | M | A | 14,052 | $0.00 | 31,600 | D | — | — | (F5) Amount represents distribution of performance shares earned under the 2023-2025 Long-Term Performance Award. |
| 10 | Derivative | Market Share Units | 2026-03-10 | A | A | 17,959 | $0.00 | 17,959 | D | — · — to 2029-03-10 | 17,959 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. |
| 11 | Derivative | Performance Shares | 2026-03-10 | M | D | 14,052 | $0.00 | 0 | D | — · — to 2026-03-10 | 14,052 Common Stock, $0.10 par value | (F10) Each performance share unit converted into one share of common stock upon distribution in the first quarter of 2026. (F5) Amount represents distribution of performance shares earned under the 2023-2025 Long-Term Performance Award. |
| 12 | Derivative | Market Share Units | 2026-03-10 | M | D | 2,342 | $0.00 | 2,342 | D | — · — to 2027-03-10 | 2,342 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 80% and the maximum payout factor is 225%. (F4) Represents vesting of one-quarter market share units granted on March 10, 2023. |
| 13 | Derivative | Performance Shares | 2026-03-10 | A | A | 26,939 | $0.00 | 26,939 | D | — · — to 2029-03-10 | 26,939 Common Stock, $0.10 par value | (F13) Each performance share unit converts into one share of common stock upon distribution in the first quarter of 2029, subject to certification of performance results by the Board. |
| 14 | Derivative | Market Share Units | 2026-03-10 | M | D | 1,107 | $0.00 | 0 | D | — · — to 2026-03-10 | 1,107 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 80% and the maximum payout factor is 225%. (F1) Represents vesting of one-quarter market share units granted on March 10, 2022. |