Bristol Myers director granted deferred share units

Bristol Myers Squibb director Julia Haller reported a grant of deferred share units.

Rhea-AI Filing Summary

Bristol Myers Squibb director Julia Haller reported a grant of deferred share units. On 02/01/2026 she acquired 3,996.367 deferred share units at $55.05 each, bringing her total to 37,903.154 derivative securities held directly. Each unit will convert into one share of common stock when she ceases to be a director or at a future date she previously selected.

The holdings include deferred compensation and dividends reinvested under the company’s 1987 Deferred Compensation Plan for Non-Employee Directors, showing this is board compensation structured in stock-linked form rather than a cash payment.

Insider Trade Summary

Grant/Award: 3,996.367 shares

Grant/Award 1 txn

Insider Haller Julia A

Role Director

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

Holdings After Transaction: Deferred Share Units — 37,903.154 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 Bristol Myers Squibb (BMY) director Julia Haller report?

Julia Haller reported receiving deferred share units as director compensation. On 02/01/2026 she acquired 3,996.367 deferred share units, a type of derivative security that tracks Bristol Myers Squibb common stock and settles in shares at a later date tied to her board service.

How many Bristol Myers Squibb deferred share units did Julia Haller receive and at what price?

Julia Haller received 3,996.367 deferred share units at $55.05 per unit. These units are linked to Bristol Myers Squibb common stock and represent stock-based compensation rather than an immediate cash payout, increasing her deferred, stock-linked stake in the company.

When will Julia Haller’s Bristol Myers Squibb deferred share units convert into common stock?

Each deferred share unit converts into one share of Bristol Myers Squibb common stock upon settlement. The units become settleable when Haller ceases to be a director or at a future date she previously specified, aligning the timing with her board service or chosen deferral period.

What is Julia Haller’s total Bristol Myers Squibb deferred share unit holding after this Form 4?

After the reported transaction, Julia Haller beneficially owns 37,903.154 derivative securities in the form of deferred share units. This figure reflects accumulated deferred director compensation and reinvested dividends under the company’s non-employee director deferred compensation arrangements.

What plan governs Bristol Myers Squibb deferred share units granted to non-employee directors like Julia Haller?

The holdings include deferred compensation and dividends reinvested under Bristol Myers Squibb’s 1987 Deferred Compensation Plan for Non-Employee Directors. This plan allows directors to defer fees into stock-linked units, which later settle in common shares, aligning director compensation with shareholder interests over time.

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

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Accepted by SEC EDGAR 02/03/2026 - 04:22 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^*

Haller Julia A

(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	37,903.154(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 Julia Haller, M.D.	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.