Bristol Myers director awarded deferred share units

Bristol Myers Squibb director Phyllis R. Yale received 577.082 Deferred Share Units as a compensation award.

Rhea-AI Filing Summary

Bristol Myers Squibb director Phyllis R. Yale received 577.082 Deferred Share Units as a compensation award. The grant was valued at $60.65 per unit and is linked to an equal number of underlying common shares. Following this award, she holds 43,903.777 Deferred Share Units in total.

The units will convert into common stock when she leaves the board or on a future date she previously chose. Her balance includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors.

Insider Trade Summary

Grant/Award: 577.082 shares

Grant/Award 1 txn

Insider YALE PHYLLIS R

Role Director

Type	Security	Shares	Price	Value
Grant/Award	Deferred Share Units	577.082	$60.65	$35K

Holdings After Transaction: Deferred Share Units — 43,903.777 contracts (Direct)

Footnotes (2)

1. F1. Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person.
2. F2. Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors.

Key Figures

Deferred Share Units granted: 577.082 units Grant reference price: $60.65 per unit Deferred units after transaction: 43,903.777 units +1 more

4 metrics

Deferred Share Units granted 577.082 units Grant on March 31, 2026

Grant reference price $60.65 per unit Value per Deferred Share Unit

Deferred units after transaction 43,903.777 units Total Deferred Share Units held after award

Conversion price $0.00 Conversion/exercise price for Deferred Share Units

Key Terms

Deferred Share Units, 1987 Deferred Compensation Plan for Non-Employee Directors, dividends reinvested, settleable

4 terms

Deferred Share Units financial

"Each Deferred Share Unit will be converted into a share of common stock upon settlement."

Deferred share units are promises that give an executive or director the right to receive company shares or their cash value at a future date, often when they retire or leave the company. Think of them as a paycheck held in a savings account that converts into stock later; they matter to investors because they tie pay to long-term performance, create potential future dilution of shares, and represent a delayed cash or share obligation the company must eventually fulfill.

1987 Deferred Compensation Plan for Non-Employee Directors financial

"Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors."

dividends reinvested financial

"Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors."

settleable financial

"The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified."

FAQ

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

What insider transaction did BMY director Phyllis R. Yale report?

Phyllis R. Yale reported receiving 577.082 Deferred Share Units in a compensation award. Each unit is tied to Bristol Myers Squibb common stock and was valued at $60.65, increasing her total deferred holdings to 43,903.777 units after the grant.

What are the terms of the Deferred Share Units reported by BMY?

Each Deferred Share Unit will convert into one share of Bristol Myers Squibb common stock upon settlement. Settlement occurs when Phyllis R. Yale ceases to be a director or on a future date she previously specified, providing long-term equity-linked compensation.

How many Deferred Share Units does Phyllis R. Yale hold after this Form 4?

After the reported award, Phyllis R. Yale holds 43,903.777 Deferred Share Units. This total includes the new 577.082-unit grant plus prior deferred compensation and dividends reinvested under the company’s 1987 Deferred Compensation Plan for Non-Employee Directors.

At what price were the new BMY Deferred Share Units valued?

The 577.082 Deferred Share Units granted to Phyllis R. Yale were valued at $60.65 per unit. This valuation reflects the reference price used for the award and links each unit economically to Bristol Myers Squibb common stock on a one-for-one basis.

When will Phyllis R. Yale’s BMY Deferred Share Units be settled?

The Deferred Share Units will be settled into common stock when Phyllis R. Yale stops serving as a director or on a future date she previously chose. This structure defers receipt of shares and aligns compensation timing with her board service horizon.

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

Form 4 Insider Transactions: What Each Field Means →

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google Not now

Accepted by SEC EDGAR 04/02/2026 - 04:28 PM Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

YALE PHYLLIS R

(Last) (First) (Middle)

BRISTOL-MYERS SQUIBB COMPANY

ROUTE 206 AND PROVINCE LINE ROAD

(Street)

PRINCETON NEW JERSEY 08543

(City) (State) (Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
BRISTOL MYERS SQUIBB CO [ BMY ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director		10% Owner
	Officer (give title below)		Other (specify below)

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
03/31/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares
Deferred Share Units	(1)	03/31/2026		A		577.082		(1)	(1)	Common Stock, $0.10 par value	577.082	$60.65	43,903.777(2)	D

Explanation of Responses:

1. Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person.

2. Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors.

Remarks:

	/s/ Amy Fallone, attorney-in-fact for Phyllis R. Yale	04/02/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)