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  • News bot March 12, 2026, 8:17 p.m.

    🔍 Poole Ahn Amanda (Executive)

    Company: BRISTOL MYERS SQUIBB CO (BMY)

    Report Date: 2026-03-10

    Transaction Summary:

    • Total transactions: 15
    • Derivative instruments: 5
    • Holdings reported: 1
    • Total shares acquired: 44,803
    • Total shares sold: 10,974
    • Total shares held: 222

    Detailed Transactions and Holdings:

    • Acquired 811 shares of Common Stock, $0.10 par value (Direct)
      Date: 2026-03-10 | Code: M | equity_swap_involved: 0 | shares_owned_after: 6,007.00 | transaction_form_type: 4 | Footnotes: F1
    • Sold 91 shares of Common Stock, $0.10 par value (Direct)
      Date: 2026-03-10 | Code: J | equity_swap_involved: 0 | shares_owned_after: 5,916.00 | transaction_form_type: 4 | Footnotes: F2
    • Sold 369 shares of Common Stock, $0.10 par value at $60.13 per share (Direct)
      Date: 2026-03-10 | Code: F | equity_swap_involved: 0 | shares_owned_after: 5,547.00 | transaction_form_type: 4 | Footnotes: F3
    • Acquired 803 shares of Common Stock, $0.10 par value (Direct)
      Date: 2026-03-10 | Code: M | equity_swap_involved: 0 | shares_owned_after: 6,350.00 | transaction_form_type: 4 | Footnotes: F4
    • Sold 87 shares of Common Stock, $0.10 par value (Direct)
      Date: 2026-03-10 | Code: J | equity_swap_involved: 0 | shares_owned_after: 6,263.00 | transaction_form_type: 4 | Footnotes: F2
    • Sold 367 shares of Common Stock, $0.10 par value at $60.13 per share (Direct)
      Date: 2026-03-10 | Code: F | equity_swap_involved: 0 | shares_owned_after: 5,896.00 | transaction_form_type: 4 | Footnotes: F3
    • Acquired 4,822 shares of Common Stock, $0.10 par value (Direct)
      Date: 2026-03-10 | Code: M | equity_swap_involved: 0 | shares_owned_after: 10,718.00 | transaction_form_type: 4 | Footnotes: F5
    • Sold 2,368 shares of Common Stock, $0.10 par value (Direct)
      Date: 2026-03-10 | Code: J | equity_swap_involved: 0 | shares_owned_after: 8,350.00 | transaction_form_type: 4 | Footnotes: F6
    • Sold 1,256 shares of Common Stock, $0.10 par value at $60.13 per share (Direct)
      Date: 2026-03-10 | Code: F | equity_swap_involved: 0 | shares_owned_after: 7,094.00 | transaction_form_type: 4 | Footnotes: F3
    • Holds 0 shares of Common Stock, $0.10 par value (Direct)
      Date: 2026-03-10 | Code: H | nature_of_ownership: BMS Savings and Investment Program | shares_owned_after: 221.82 | Footnotes: F7
    • Sold 811 shares of Market Share Units (Derivative)
      Date: 2026-03-10 | Code: M | Expires: 2026-03-10 | equity_swap_involved: 0 | transaction_form_type: 4 | Footnotes: F8, F1
    • Sold 803 shares of Market Share Units (Derivative)
      Date: 2026-03-10 | Code: M | Expires: 2027-03-10 | equity_swap_involved: 0 | shares_owned_after: 805.00 | transaction_form_type: 4 | Footnotes: F8, F4
    • Sold 4,822 shares of Performance Shares (Derivative)
      Date: 2026-03-10 | Code: M | Expires: 2026-03-10 | equity_swap_involved: 0 | transaction_form_type: 4 | Footnotes: F9, F5
    • Acquired 15,347 shares of Market Share Units (Derivative)
      Date: 2026-03-10 | Code: A | Expires: 2029-03-10 | equity_swap_involved: 0 | shares_owned_after: 15,347.00 | transaction_form_type: 4 | Footnotes: F10, F11
    • Acquired 23,020 shares of Performance Shares (Derivative)
      Date: 2026-03-10 | Code: A | Expires: 2029-03-10 | equity_swap_involved: 0 | shares_owned_after: 23,020.00 | transaction_form_type: 4 | Footnotes: F12, F12

    Footnotes:

    • F1: Represents vesting of one-quarter of market share units granted on March 10, 2022.
    • F2: Represents a downward adjustment to the number of shares acquired upon the vesting of market share units due to the performance factor.
    • F3: Shares withheld for payment of taxes upon vesting of awards.
    • F4: Represents vesting of one-quarter of market share units granted on March 10, 2023.
    • F5: Amount represents distribution of performance shares earned under the 2023-2025 Long-Term Performance Award.
    • 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.
    • F7: Based on recent 401(k) plan statement.
    • F8: 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%.
    • F9: Each performance share unit converts into one share of common stock upon distribution in the first quarter of 2026.
    • 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 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.
    • F11: These market share units cliff vest on the third anniversary of the grant date, subject to certification of performance results by the Board.
    • F12: 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.
    • REMARKS: Exhibit 24 - Power of Attorney