Form 4 for BMY Bristol Myers Squibb
Accepted 2026-03-12 00:00:00 ET · period of report 2026-03-10 · accession 0002012588-26-000002 · 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 | Holzer Phil M | SVP, Ctrl | F - Tax | $60.13 | -1,358 | 15.4K | -8% | -$81.7K |
| DM | 2026-03-12 | 2026-03-10 | BMY | Holzer Phil M | SVP, Ctrl | J - Other | $0.00 | -2,438 | 15.7K | -13% | $0 |
| DM | 2026-03-12 | 2026-03-10 | BMY | Holzer Phil M | SVP, Ctrl | M - OptEx | $0.00 | +6,191 | 16.2K | +62% | $0 |
| DM | 2026-03-12 | 2026-03-10 | BMY | Holzer Phil M | SVP, Ctrl | M - OptEx | $0.00 | -6,191 | 0 | -100% | $0 |
| DM | 2026-03-12 | 2026-03-10 | BMY | Holzer Phil M | SVP, Ctrl | A - Grant | $0.00 | +12.6K | 5,031 | 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 | 2026-03-10 | F | D | 248 | $60.13 | 15,863 | D | — | — | (F3) Shares withheld for payment of taxes upon vesting of awards. |
| 2 | Common | Common Stock, $0.10 par value | 2026-03-10 | F | D | 849 | $60.13 | 17,362 | D | — | — | (F3) Shares withheld for payment of taxes upon vesting of awards. |
| 3 | Common | Common Stock, $0.10 par value | 2026-03-10 | J | D | 2,264 | $0.00 | 18,211 | 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. |
| 4 | Common | Common Stock, $0.10 par value | 2026-03-10 | M | A | 4,612 | $0.00 | 20,475 | D | — | — | (F5) Amount represents distribution of performance shares earned under the 2023-2025 Long-Term Performance Award. |
| 5 | Common | Common Stock, $0.10 par value | 2026-03-10 | J | D | 83 | $0.00 | 16,111 | D | — | — | (F2) Represents a downward adjustment to the number of shares acquired upon the vesting of market share units due to the performance factor. |
| 6 | Common | Common Stock, $0.10 par value | 2026-03-10 | M | A | 811 | $0.00 | 15,778 | D | — | — | (F1) Represents vesting of one-quarter of market share units granted on March 10, 2022. |
| 7 | Common | Common Stock, $0.10 par value | 2026-03-10 | J | D | 91 | $0.00 | 15,687 | 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 | F | D | 261 | $60.13 | 15,426 | D | — | — | (F3) Shares withheld for payment of taxes upon vesting of awards. |
| 9 | Common | Common Stock, $0.10 par value | 2026-03-10 | M | A | 768 | $0.00 | 16,194 | D | — | — | (F4) Represents vesting of one-quarter of market share units granted on March 10, 2023. |
| 10 | Derivative | Market Share Units | 2026-03-10 | M | D | 768 | $0.00 | 771 | D | — · — to 2027-03-10 | 768 Common Stock, $0.10 par value | (F7) 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, 2023. |
| 11 | Derivative | Market Share Units | 2026-03-10 | M | D | 811 | $0.00 | 0 | D | — · — to 2026-03-10 | 811 Common Stock, $0.10 par value | (F7) 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 of market share units granted on March 10, 2022. |
| 12 | Derivative | Performance Shares | 2026-03-10 | A | A | 7,547 | $0.00 | 7,547 | D | — · — to 2029-03-10 | 7,547 Common Stock, $0.10 par value | (F11) 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. |
| 13 | Derivative | Performance Shares | 2026-03-10 | M | D | 4,612 | $0.00 | 0 | D | — · — to 2026-03-10 | 4,612 Common Stock, $0.10 par value | (F8) Each performance share unit converts 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. |
| 14 | Derivative | Market Share Units | 2026-03-10 | A | A | 5,031 | $0.00 | 5,031 | D | — · — to 2029-03-10 | 5,031 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 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. (F10) These market share units cliff vest on the third anniversary of the grant date, subject to certification of performance results by the Board. |