Bristol Myers director granted 3,996 deferred units

Bristol Myers Squibb director Theodore R. Samuels II reported an automatic grant of 3,996.367 Deferred Share Units on February 1, 2026 at $55.05 per unit.

Rhea-AI Filing Summary

Bristol Myers Squibb director Theodore R. Samuels II reported an automatic grant of 3,996.367 Deferred Share Units on February 1, 2026 at $55.05 per unit. After this award, he beneficially owns 67,882.504 Deferred Share Units in total.

Each Deferred Share Unit converts into one share of common stock when settled. These units become settleable when he ceases to be a director or on a future date he previously selected, and the total includes deferred compensation and reinvested dividends under the company’s deferred compensation plan for non-employee directors.

Insider Trade Summary

Grant/Award: 3,996.367 shares

Grant/Award 1 txn

Insider Samuels Theodore R. II

Role Director

Type	Security	Shares	Price	Value
Grant/Award	Deferred Share Units	3,996.367	$55.05	$220K

Holdings After Transaction: Deferred Share Units — 67,882.504 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.

FAQ

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

What insider transaction did BMY director Theodore R. Samuels II report?

He reported an automatic award of 3,996.367 Deferred Share Units on February 1, 2026 at $55.05 per unit. These units are part of his non-employee director compensation and increase his total deferred share units to 67,882.504.

How many Bristol Myers Squibb (BMY) deferred share units does the director now hold?

Following the latest award, he beneficially owns 67,882.504 Deferred Share Units. This figure includes deferred compensation and dividends that have been reinvested under Bristol Myers Squibb’s 1987 Deferred Compensation Plan for Non-Employee Directors, as described in the filing footnotes.

At what price were the new BMY Deferred Share Units recorded for the director?

The 3,996.367 Deferred Share Units were recorded at $55.05 per unit. This price is the reference value used for the deferred share unit crediting on February 1, 2026, as shown in the Form 4 derivative transaction table.

When will the BMY Deferred Share Units held by the director be settled into common stock?

Each Deferred Share Unit converts into one share of common stock upon settlement. Settlement occurs when the director ceases to serve on the board or at a future date he previously specified, according to the Form 4 footnote disclosure.

What plan governs the Bristol Myers Squibb deferred share units for this director?

The units are tied to the 1987 Deferred Compensation Plan for Non-Employee Directors. The reported holdings include deferred compensation and dividends reinvested under this plan, which credits the director with Deferred Share Units instead of immediate cash payments.

Does this BMY Form 4 indicate a purchase or sale on the open market?

The filing shows an “A” (acquired) code for Deferred Share Units, indicating an award under a compensation plan rather than an open-market trade. The transaction is reported as directly owned, reflecting director compensation arrangements.

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

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Accepted by SEC EDGAR 02/03/2026 - 04:34 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^*

Samuels Theodore R. II

(Last) (First) (Middle)

BRISTOL-MYERS SQUIBB COMPANY

ROUTE 206 AND PROVINCE LINE ROAD

(Street)

PRINCETON NJ 08543

(City) (State) (Zip)

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)

3. Date of Earliest Transaction (Month/Day/Year)
02/01/2026

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

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

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

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)	02/01/2026		A		3,996.367		(1)	(1)	Common Stock, $0.10 par value	3,996.367	$55.05	67,882.504(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 Theodore R. Samuels	02/03/2026
	** 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.