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  • News bot March 12, 2026, 8:19 p.m.

    🔍 Lenkowsky Adam (Executive)

    Company: BRISTOL MYERS SQUIBB CO (BMY)

    Report Date: 2026-03-10

    Transaction Summary:

    • Total transactions: 20
    • Derivative instruments: 6
    • Holdings reported: 2
    • Total shares acquired: 105,704
    • Total shares sold: 41,446
    • Total shares held: 8,778

    Detailed Transactions and Holdings:

    • Acquired 1,828 shares of Common Stock, $0.10 par value (Direct)
      Date: 2026-03-10 | Code: M | equity_swap_involved: 0 | shares_owned_after: 14,267.00 | transaction_form_type: 4 | Footnotes: F1
    • Sold 205 shares of Common Stock, $0.10 par value (Direct)
      Date: 2026-03-10 | Code: J | equity_swap_involved: 0 | shares_owned_after: 14,062.00 | transaction_form_type: 4 | Footnotes: F2
    • Sold 831 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: 13,231.00 | transaction_form_type: 4 | Footnotes: F3
    • Acquired 2,000 shares of Common Stock, $0.10 par value (Direct)
      Date: 2026-03-10 | Code: M | equity_swap_involved: 0 | shares_owned_after: 15,231.00 | transaction_form_type: 4 | Footnotes: F4
    • Sold 216 shares of Common Stock, $0.10 par value (Direct)
      Date: 2026-03-10 | Code: J | equity_swap_involved: 0 | shares_owned_after: 15,015.00 | transaction_form_type: 4 | Footnotes: F2
    • Sold 913 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: 14,102.00 | transaction_form_type: 4 | Footnotes: F3
    • Acquired 12,002 shares of Common Stock, $0.10 par value (Direct)
      Date: 2026-03-10 | Code: M | equity_swap_involved: 0 | shares_owned_after: 26,104.00 | transaction_form_type: 4 | Footnotes: F5
    • Sold 5,893 shares of Common Stock, $0.10 par value (Direct)
      Date: 2026-03-10 | Code: J | equity_swap_involved: 0 | shares_owned_after: 20,211.00 | transaction_form_type: 4 | Footnotes: F6
    • Sold 3,125 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: 17,086.00 | transaction_form_type: 4 | Footnotes: F3
    • Acquired 8,241 shares of Common Stock, $0.10 par value (Direct)
      Date: 2026-03-10 | Code: M | equity_swap_involved: 0 | shares_owned_after: 25,327.00 | transaction_form_type: 4 | Footnotes: F5
    • Sold 4,046 shares of Common Stock, $0.10 par value (Direct)
      Date: 2026-03-10 | Code: J | equity_swap_involved: 0 | shares_owned_after: 21,281.00 | transaction_form_type: 4 | Footnotes: F6
    • Sold 2,146 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: 19,135.00 | 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: 5,849.47 | Footnotes: F7
    • Holds 0 shares of Common Stock, $0.10 par value (Direct)
      Date: 2026-03-10 | Code: H | nature_of_ownership: By Spouse | shares_owned_after: 2,929.00 | Footnotes: F7
    • Sold 1,828 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 2,000 shares of Market Share Units (Derivative)
      Date: 2026-03-10 | Code: M | Expires: 2027-03-10 | equity_swap_involved: 0 | shares_owned_after: 2,001.00 | transaction_form_type: 4 | Footnotes: F8, F4
    • Sold 12,002 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
    • Sold 8,241 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 32,653 shares of Market Share Units (Derivative)
      Date: 2026-03-10 | Code: A | Expires: 2029-03-10 | equity_swap_involved: 0 | shares_owned_after: 32,653.00 | transaction_form_type: 4 | Footnotes: F10, F11
    • Acquired 48,980 shares of Performance Shares (Derivative)
      Date: 2026-03-10 | Code: A | Expires: 2029-03-10 | equity_swap_involved: 0 | shares_owned_after: 48,980.00 | 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