Bristol Myers holder plans $33.8K stock sale

BRISTOL MYERS SQUIBB CO (BMY) has an officer, Phil M. Holzer, planning to sell common stock under Rule 144.

Rhea-AI Filing Summary

BRISTOL MYERS SQUIBB CO (BMY) has an officer, Phil M. Holzer, planning to sell common stock under Rule 144. The notice covers 500 shares of BMY common stock held at Fidelity Brokerage Services LLC, with an estimated aggregate sale price of $33,750.00 on the NYSE. These shares originated from restricted stock vesting on 03/10/2023 as compensation from the issuer.

Key Figures

Shares of common stock to be sold: 500 shares Estimated aggregate sale price: $33,750.00 Acquisition date of shares: 03/10/2023 +1 more

4 metrics

Shares of common stock to be sold 500 shares Planned Rule 144 sale of BRISTOL MYERS SQUIBB CO common stock

Estimated aggregate sale price $33,750.00 Proposed value for the 500 BMY shares to be sold

Acquisition date of shares 03/10/2023 Date the 500 shares vested as restricted stock compensation

Planned sale date 08/25/2026 Date associated with the proposed Rule 144 sale on the NYSE

Key Terms

Rule 144, Restricted Stock Vesting, attorney-in-fact

3 terms

Rule 144 regulatory

"See the definition of "person" in paragraph (a) of Rule 144."

Rule 144 is a U.S. securities regulation that sets conditions under which restricted or insider-held shares can be legally resold to the public, such as required holding periods, availability of public information, limits on how much can be sold at once, and certain filing requirements. For investors it matters because it determines when previously locked-up shares can enter the market — like a release valve that can increase supply, affect share price, and signal insider intent.

Restricted Stock Vesting financial

"Common | 03/10/2023 | Restricted Stock Vesting | Issuer"

Restricted stock vesting is the timetable and conditions under which shares granted to employees or insiders become fully owned and can be sold, typically requiring continued work or meeting performance goals. It matters to investors because large blocks of shares can become tradable at once, which can change share supply and price, and because vesting aligns insiders’ incentives with the company’s long‑term performance—think of it like a timed unlock that both rewards and locks in key people.

attorney-in-fact regulatory

"as a duly authorized representative of Fidelity Brokerage Services LLC, as attorney-in-fact for Phil Holzer"

An attorney-in-fact is the person or entity given legal authority through a power of attorney to act on behalf of another for specific tasks, such as signing documents, voting shares, or handling transactions. For investors, this matters because it lets a trusted representative make timely decisions or complete paperwork when the owner cannot, much like handing keys to someone to run errands on your behalf—so checks on scope and limits of that authority are important.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How many BMY shares is Phil M. Holzer planning to sell under Rule 144?

Phil M. Holzer is planning to sell 500 shares of BRISTOL MYERS SQUIBB CO (BMY) common stock under Rule 144. The shares are held at Fidelity Brokerage Services LLC and are expected to be sold on the NYSE.

What is the estimated total value of BMY shares to be sold by Phil M. Holzer?

The notice reports an estimated aggregate sale price of $33,750.00 for the 500 BMY common shares to be sold. This amount reflects the proposed value of the transaction reported for the planned Rule 144 sale.

When were the BMY shares to be sold by Phil M. Holzer originally acquired?

The 500 BRISTOL MYERS SQUIBB CO (BMY) common shares were acquired on 03/10/2023 through Restricted Stock Vesting as compensation from the issuer. This acquisition method is identified in the transaction details for the planned Rule 144 sale.

On what date is the planned sale of BMY shares expected to occur?

The planned sale of the 500 BRISTOL MYERS SQUIBB CO (BMY) common shares is listed with a sale date of 08/25/2026. The notice associates this date with the proposed Rule 144 transaction on the NYSE.

Through which broker will Phil M. Holzer’s BMY shares be sold?

The 500 BRISTOL MYERS SQUIBB CO (BMY) common shares are to be sold through Fidelity Brokerage Services LLC, identified as the broker handling the planned Rule 144 transaction. The shares are expected to be sold on the NYSE.

What was the source of the BMY shares being sold by Phil M. Holzer?

The BMY shares were obtained via Restricted Stock Vesting on 03/10/2023 from the issuer as compensation. This acquisition type and date are listed as the source of the 500 common shares covered by the Rule 144 notice.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 08/25/2026 - 11:04 AM Accepted by SEC EDGAR 08/25/2026 - 11:03 AM Learn about SEC filing dates

Form 144 Filer Information	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 144 NOTICE OF PROPOSED SALE OF SECURITIES PURSUANT TO RULE 144 UNDER THE SECURITIES ACT OF 1933
FORM 144

144: Filer Information

Filer CIK	0002012588
Filer CCC	XXXXXXXX
Is this a LIVE or TEST Filing?	LIVE TEST
Submission Contact Information
Name
Phone
E-Mail Address

144: Issuer Information

Name of Issuer	BRISTOL MYERS SQUIBB CO
SEC File Number	001-01136
Address of Issuer	ROUTE 206 AND PROVINCE LINE ROAD PRINCETON NEW JERSEY 08543
Phone	6092524621
Name of Person for Whose Account the Securities are To Be Sold	Holzer Phil M
See the definition of "person" in paragraph (a) of Rule 144. Information is to be given not only as to the person for whose account the securities are to be sold but also as to all other persons included in that definition. In addition, information shall be given as to sales by all persons whose sales are required by paragraph (e) of Rule 144 to be aggregated with sales for the account of the person filing this notice.
Relationship to Issuer	Officer

144: Securities Information

Title of the Class of Securities To Be Sold	Name and Address of the Broker	Number of Shares or Other Units To Be Sold	Aggregate Market Value	Number of Shares or Other Units Outstanding	Approximate Date of Sale	Name the Securities Exchange
Common	Fidelity Brokerage Services LLC 900 Salem Street Smithfield RI 02917	500	33750.00	2042714656	08/25/2026	NYSE

Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144: Securities To Be Sold

Title of the Class	Date you Acquired	Nature of Acquisition Transaction	Name of Person from Whom Acquired	Is this a Gift?	Date Donor Acquired	Amount of Securities Acquired	Date of Payment	Nature of Payment *
Common	03/10/2023	Restricted Stock Vesting	Issuer			500	03/10/2023	Compensation

* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.

Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144: Securities Sold During The Past 3 Months

Nothing to Report

144: Remarks and Signature

Remarks
Date of Notice	08/25/2026
ATTENTION:
The person for whose account the securities to which this notice relates are to be sold hereby represents by signing this notice that he does not know any material adverse information in regard to the current and prospective operations of the Issuer of the securities to be sold which has not been publicly disclosed. If such person has adopted a written trading plan or given trading instructions to satisfy Rule 10b5-1 under the Exchange Act, by signing the form and indicating the date that the plan was adopted or the instruction given, that person makes such representation as of the plan adoption or instruction date.
Signature	/s/ Daniel Tucci, as a duly authorized representative of Fidelity Brokerage Services LLC, as attorney-in-fact for Phil Holzer
ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)