Bristol Myers (NYSE: BMY) EVP gains new share awards and now holds 7,094 shares
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Bristol Myers Squibb executive vice president and chief people officer Amanda Poole Ahn reported several equity award events tied to performance-based compensation. On March 10, 2026, derivatives representing 6,436 shares of common stock were converted upon vesting of market share units and performance shares.
The company withheld 1,992 shares of common stock at $60.13 per share to cover tax obligations tied to these awards. Ahn also received new long-term incentives: 15,347 market share units and 23,020 performance share units, both scheduled to run to 2029 under performance-based payout structures.
Following these transactions, Ahn holds 7,094 shares of common stock directly and an additional 221.82 shares indirectly through the BMS Savings and Investment Program, reflecting routine compensation-related equity activity rather than open-market buying or selling.
Positive
- None.
Negative
- None.
Insider Trade Summary
6,436 shares exercised/converted
Mixed
15 txns
Insider
Poole Ahn Amanda
Role
EVP, Chief People Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Market Share Units | 811 | $0.00 | -- |
| Exercise | Market Share Units | 803 | $0.00 | -- |
| Exercise | Performance Shares | 4,822 | $0.00 | -- |
| Grant/Award | Market Share Units | 15,347 | $0.00 | -- |
| Grant/Award | Performance Shares | 23,020 | $0.00 | -- |
| Exercise | Common Stock, $0.10 par value | 811 | $0.00 | -- |
| Other | Common Stock, $0.10 par value | 91 | $0.00 | -- |
| Tax Withholding | Common Stock, $0.10 par value | 369 | $60.13 | $22K |
| Exercise | Common Stock, $0.10 par value | 803 | $0.00 | -- |
| Other | Common Stock, $0.10 par value | 87 | $0.00 | -- |
| Tax Withholding | Common Stock, $0.10 par value | 367 | $60.13 | $22K |
| Exercise | Common Stock, $0.10 par value | 4,822 | $0.00 | -- |
| Other | Common Stock, $0.10 par value | 2,368 | $0.00 | -- |
| Tax Withholding | Common Stock, $0.10 par value | 1,256 | $60.13 | $76K |
| holding | Common Stock, $0.10 par value | -- | -- | -- |
Holdings After Transaction:
Market Share Units — 0 shares (Direct);
Performance Shares — 0 shares (Direct);
Common Stock, $0.10 par value — 6,007 shares (Direct);
Common Stock, $0.10 par value — 221.82 shares (Indirect, BMS Savings and Investment Program)
Footnotes (1)
- Represents vesting of one-quarter of market share units granted on March 10, 2022. Represents a downward adjustment to the number of shares acquired upon the vesting of market share units due to the performance factor. Shares withheld for payment of taxes upon vesting of awards. Represents vesting of one-quarter of market share units granted on March 10, 2023. Amount represents distribution of performance shares earned under the 2023-2025 Long-Term Performance Award. 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. Based on recent 401(k) plan statement. 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%. Each performance share unit converts into one share of common stock upon distribution in the first quarter of 2026. 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. These market share units cliff vest on the third anniversary of the grant date, subject to certification of performance results by the Board. 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.
FAQ
What did BMY executive Amanda Poole Ahn report in this Form 4?
Amanda Poole Ahn reported vesting and conversion of performance-based equity awards into 6,436 Bristol Myers Squibb shares. The filing also shows related tax-withholding share dispositions and new grants of market share units and performance share units with long-term performance conditions.
What new equity awards did Amanda Poole Ahn receive from BMY on March 10, 2026?
On March 10, 2026, Amanda Poole Ahn received 15,347 market share units and 23,020 performance share units from Bristol Myers Squibb. These awards are long-term incentives that convert into common shares based on future stock performance and Board-certified performance results.
Were there any open-market purchases or sales by Amanda Poole Ahn of BMY stock?
The Form 4 shows no open-market purchases or sales by Amanda Poole Ahn. Reported share movements arise from derivative exercises, performance-based vesting, tax-withholding dispositions, and routine equity award grants, rather than discretionary buying or selling in the open market.