Form 4 for BMY Bristol Myers Squibb
Accepted 2026-03-12 00:00:00 ET · period of report 2026-03-10 · accession 0002070839-26-000002 · 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 | Short Bartie Wendy | EVP, Corp. Affairs | M - OptEx | $0.00 | +5,883 | 6,308 | +1,384% | $0 |
| DM | 2026-03-12 | 2026-03-10 | BMY | Short Bartie Wendy | EVP, Corp. Affairs | J - Other | $0.00 | -2,360 | 6,236 | -27% | $0 |
| DM | 2026-03-12 | 2026-03-10 | BMY | Short Bartie Wendy | EVP, Corp. Affairs | F - Tax | $60.13 | -1,275 | 6,031 | -17% | -$76.7K |
| DM | 2026-03-12 | 2026-03-10 | BMY | Short Bartie Wendy | EVP, Corp. Affairs | A - Grant | $0.00 | +16.3K | 6,531 | New | $0 |
| DM | 2026-03-12 | 2026-03-10 | BMY | Short Bartie Wendy | EVP, Corp. Affairs | M - OptEx | $0.00 | -5,883 | 750 | -89% | $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 | M | A | 749 | $0.00 | 6,780 | D | — | — | (F4) Represents vesting of one-quarter of market share units granted on March 10, 2023. |
| 2 | Common | Common Stock, $0.10 par value | 2026-03-10 | J | D | 81 | $0.00 | 6,699 | D | — | — | (F2) Represents a downward adjustment to the number of shares acquired upon the vesting of market share units due to the performance factor. |
| 3 | Common | Common Stock, $0.10 par value | 2026-03-10 | F | D | 242 | $60.13 | 6,457 | D | — | — | (F3) Shares withheld for payment of taxes upon vesting of awards. |
| 4 | Common | Common Stock, $0.10 par value | 2026-03-10 | M | A | 4,495 | $0.00 | 10,952 | 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 | M | A | 639 | $0.00 | 6,308 | D | — | — | (F1) Represents vesting of one-quarter of market share units granted on March 10, 2022. |
| 6 | Common | Common Stock, $0.10 par value | 2026-03-10 | F | D | 828 | $60.13 | 7,917 | D | — | — | (F3) Shares withheld for payment of taxes upon vesting of awards. |
| 7 | Common | Common Stock, $0.10 par value | 2026-03-10 | F | D | 205 | $60.13 | 6,031 | D | — | — | (F3) Shares withheld for payment of taxes upon vesting of awards. |
| 8 | Common | Common Stock, $0.10 par value | 2026-03-10 | J | D | 2,207 | $0.00 | 8,745 | 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. |
| 9 | Common | Common Stock, $0.10 par value | 2026-03-10 | J | D | 72 | $0.00 | 6,236 | D | — | — | (F2) Represents a downward adjustment to the number of shares acquired upon the vesting of market share units due to the performance factor. |
| 10 | Derivative | Performance Shares | 2026-03-10 | A | A | 9,796 | $0.00 | 9,796 | D | — · — to 2029-03-10 | 9,796 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. |
| 11 | Derivative | Market Share Units | 2026-03-10 | M | D | 639 | $0.00 | 0 | D | — · — to 2026-03-10 | 639 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 | Market Share Units | 2026-03-10 | A | A | 6,531 | $0.00 | 6,531 | D | — · — to 2029-03-10 | 6,531 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. |
| 13 | Derivative | Performance Shares | 2026-03-10 | M | D | 4,495 | $0.00 | 0 | D | — · — to 2026-03-10 | 4,495 Common Stock, $0.10 par value | (F8) 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. |
| 14 | Derivative | Market Share Units | 2026-03-10 | M | D | 749 | $0.00 | 750 | D | — · — to 2027-03-10 | 749 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. |