Bristol Myers director granted deferred share units

Bristol Myers Squibb director Theodore R. Samuels II reported receiving an award of 889.448 Deferred Share Units on June 30, 2026.

Rhea-AI Filing Summary

Bristol Myers Squibb director Theodore R. Samuels II reported receiving an award of 889.448 Deferred Share Units on June 30, 2026. These units represent deferred compensation tied to the company’s common stock and are granted at a reference price of $57.62 per unit.

Each Deferred Share Unit will convert into one share of Bristol Myers Squibb common stock upon settlement. According to the terms, settlement occurs when Samuels ceases to be a director or at a future date he previously selected. After this grant and related deferred amounts and reinvested dividends, he now holds a total of 70,360.664 Deferred Share Units directly.

Insider Trade Summary

Grant/Award: 889.448 shares

Grant/Award 1 txn

Insider Samuels Theodore R. II

Role Director

Type	Security	Shares	Price	Value
Grant/Award	Deferred Share Units	889.448	$57.62	$51K

Holdings After Transaction: Deferred Share Units — 70,360.664 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: 889.448 units Reference price per unit: $57.62 per unit Deferred units after transaction: 70,360.664 units +1 more

4 metrics

Deferred Share Units granted 889.448 units Grant to director on June 30, 2026

Reference price per unit $57.62 per unit Value used for the Deferred Share Units grant

Deferred units after transaction 70,360.664 units Total Deferred Share Units directly held post-grant

Underlying common stock linkage 1 share per unit Each Deferred Share Unit converts into one common share

Key Terms

Deferred Share Units, 1987 Deferred Compensation Plan for Non-Employee Directors, Grant, award, or other acquisition, underlying security

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."

Grant, award, or other acquisition financial

"transaction_code_description: Grant, award, or other acquisition"

underlying security financial

"underlying_security_title: Common Stock, $0.10 par value"

FAQ

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

What insider transaction did Bristol Myers Squibb (BMY) disclose for Theodore R. Samuels II?

Bristol Myers Squibb reported that director Theodore R. Samuels II received 889.448 Deferred Share Units on June 30, 2026 as a grant. These units are a form of deferred equity compensation linked to the company’s common stock at a reference price of $57.62 per unit.

How many Deferred Share Units does BMY director Theodore R. Samuels II hold after this Form 4?

After this transaction, Theodore R. Samuels II holds a total of 70,360.664 Deferred Share Units directly. This total includes deferred compensation amounts and dividends that have been reinvested under Bristol Myers Squibb’s 1987 Deferred Compensation Plan for Non-Employee Directors.

When will the Deferred Share Units reported by BMY for Theodore R. Samuels II be settled?

Each Deferred Share Unit will be converted into a share of Bristol Myers Squibb common stock upon settlement. Settlement occurs when Samuels ceases to be a director or on a future date he previously specified under the terms of the deferred compensation arrangement.

What does the Form 4 say about the nature of the BMY Deferred Share Units grant?

The Form 4 classifies the transaction as a grant or award acquisition of derivative securities. The Deferred Share Units carry a conversion price of $0.00 and are linked one-for-one to underlying common stock, reflecting deferred compensation rather than a market purchase or sale.

Are dividends included in Theodore R. Samuels II’s BMY Deferred Share Units balance?

Yes. The total 70,360.664 Deferred Share Units includes deferred compensation and dividends that were reinvested. These are credited under Bristol Myers Squibb’s 1987 Deferred Compensation Plan for Non-Employee Directors, increasing the reported balance over time through reinvested dividend equivalents.

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

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Accepted by SEC EDGAR 07/02/2026 - 04:18 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 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)
06/30/2026

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)	06/30/2026		A		889.448		(1)	(1)	Common Stock, $0.10 par value	889.448	$57.62	70,360.664(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	07/02/2026
	** 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)