Bristol Myers director awarded deferred share units

Bristol Myers Squibb director Theodore R. Samuels II received a grant of 845.012 Deferred Share Units as compensation.

Rhea-AI Filing Summary

Bristol Myers Squibb director Theodore R. Samuels II received a grant of 845.012 Deferred Share Units as compensation. These units are tied to Bristol Myers Squibb common stock at a reference price of $60.65 per unit.

Each Deferred Share Unit converts into one share of common stock when his board service ends or on a future date he previously selected. Following this award, he holds a total of 68,727.516 Deferred Share Units, which also reflect deferred compensation and dividends reinvested under the company’s 1987 Deferred Compensation Plan for Non-Employee Directors.

Insider Trade Summary

Grant/Award: 845.012 shares

Grant/Award 1 txn

Insider Samuels Theodore R. II

Role Director

Type	Security	Shares	Price	Value
Grant/Award	Deferred Share Units	845.012	$60.65	$51K

Holdings After Transaction: Deferred Share Units — 68,727.516 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: 845.012 units Reference price per unit: $60.65 Deferred Share Units after grant: 68,727.516 units +1 more

4 metrics

Deferred Share Units granted 845.012 units Grant to director on March 31, 2026

Reference price per unit $60.65 Deferred Share Units grant value basis

Deferred Share Units after grant 68,727.516 units Total units held following transaction

Conversion ratio 1 unit : 1 share Each Deferred Share Unit converts into one common share at settlement

Key Terms

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

3 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."

FAQ

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

What did Bristol Myers (BMY) director Theodore R. Samuels II report in this Form 4?

Director Theodore R. Samuels II reported receiving 845.012 Deferred Share Units as compensation. These units reference Bristol Myers Squibb common stock at $60.65 per unit and increase his total deferred share holdings to 68,727.516 units.

Are the Bristol Myers (BMY) Deferred Share Units an open-market purchase or sale?

The Deferred Share Units represent a grant, not an open-market trade. They are compensation awarded to the director and will convert into common stock later, rather than being bought or sold on the market.

When will the Bristol Myers (BMY) Deferred Share Units be settled into common stock?

Each Deferred Share Unit converts into one share of common stock upon settlement. Settlement occurs when the director stops serving on the board or on a future date he previously specified.

How many Bristol Myers (BMY) Deferred Share Units does the director hold after this award?

After the 845.012-unit grant, the director holds 68,727.516 Deferred Share Units. This total includes deferred compensation and dividends that have been reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors.

What is the reference price for the new Bristol Myers (BMY) Deferred Share Units grant?

The 845.012 Deferred Share Units are tied to a reference price of $60.65 per unit. This price is used for the award calculation, while actual value will track Bristol Myers Squibb common stock over time.

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

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Accepted by SEC EDGAR 04/02/2026 - 04:27 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)
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		845.012		(1)	(1)	Common Stock, $0.10 par value	845.012	$60.65	68,727.516(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	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)