Bristol Myers exec sees 1,236 RSUs vest

Bristol Myers Squibb’s EVP, Corporate Affairs reported RSU vesting with partial share withholding for taxes, resulting in a net increase in directly held common stock.

Rhea-AI Filing Summary

Bristol Myers Squibb Co (BMY) reported that executive vice president of Corporate Affairs Wendy Bartie Short had 1,236 Restricted Stock Units vest and convert into an equal number of shares of common stock on September 1, 2026. The related RSU award was granted to vest in four equal installments beginning September 1, 2023.

Of the vested shares, 633 shares of common stock were withheld to pay tax liabilities at a reported value of $66.92 per share, leaving the remainder effectively delivered to her as directly owned common stock. Following the vesting, the underlying RSU derivative position reported on this form was reduced to zero.

Insider Trade Summary

1,236 shares exercised/converted

Exercise 3 txns

Insider Short Bartie Wendy

Role EVP, Corporate Affairs

Type	Security	Shares	Price	Value
Exercise	Restricted Stock Units F3, F1	1,236	$0.00	$0.00
Exercise	Common Stock, $0.10 par value F1	1,236	$66.92	$83K
Tax Withholding	Common Stock, $0.10 par value F2	633	$66.92	$42K

Holdings After Transaction: Restricted Stock Units — 0 contracts (Direct); Common Stock, $0.10 par value — 12,684 shares (Direct)

Footnotes (3)

1. F1. These restricted stock units vested in four equal installments beginning on September 1, 2023.
2. F2. Shares withheld for payment of taxes upon vesting of awards.
3. F3. Each restricted stock unit converts into one share of common stock upon vesting.

Key Figures

Restricted Stock Units vested: 1,236 units Common shares received from RSU conversion: 1,236 shares Shares withheld for taxes: 633 shares +3 more

6 metrics

Restricted Stock Units vested 1,236 units RSUs vesting and converting into common stock on September 1, 2026

Common shares received from RSU conversion 1,236 shares Each restricted stock unit converts into one share upon vesting

Shares withheld for taxes 633 shares Withheld for payment of tax liability upon vesting of awards

Tax-withholding share value $66.92 per share Applied to 633 withheld common shares on September 1, 2026

RSUs remaining after transaction 0 units Total restricted stock units following the derivative transaction

RSU vesting schedule Four equal installments Beginning on September 1, 2023, for this RSU award

Key Terms

Restricted Stock Units, withheld for payment of taxes, derivative security, tax liability

4 terms

Restricted Stock Units financial

"These restricted stock units vested in four equal installments"

Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.

withheld for payment of taxes financial

"Shares withheld for payment of taxes upon vesting of awards"

derivative security financial

"Exercise or conversion of derivative security"

A derivative security is a financial contract whose value comes from the price or performance of something else, such as a stock, bond, commodity, or market index. For investors it acts like an insurance policy or a wager: it can be used to protect against losses, lock in prices, or amplify gains and losses, so it can change a portfolio’s risk and potential return without owning the underlying asset directly.

tax liability financial

"Payment of tax liability by delivering or withholding securities"

FAQ

What insider equity activity did BMY report for EVP Corporate Affairs Wendy Bartie Short?

Bristol Myers Squibb reported that Wendy Bartie Short had 1,236 Restricted Stock Units vest and convert into common stock on September 1, 2026, with part of the resulting shares withheld to cover tax liabilities.

How many Bristol Myers Squibb (BMY) RSUs vested in this Form 4 filing?

The filing reports that 1,236 Restricted Stock Units vested and converted into 1,236 shares of Bristol Myers Squibb common stock, with each restricted stock unit converting into one share upon vesting.

How many BMY shares were withheld for taxes in this insider transaction?

The Form 4 shows that 633 shares of Bristol Myers Squibb common stock were withheld for payment of taxes upon vesting of awards, at a reported value of $66.92 per share for those withheld shares.

What price per share is associated with the BMY tax-withholding shares?

For the 633 Bristol Myers Squibb shares withheld to satisfy tax obligations, the filing reports a value of $66.92 per share, applied to those non-derivative common stock transactions on September 1, 2026.

What happened to the Bristol Myers Squibb RSUs after vesting in this Form 4?

Each restricted stock unit converted into one share of Bristol Myers Squibb common stock upon vesting, so the 1,236 RSUs converted into 1,236 shares, and the RSU position reported in this filing shows zero units remaining afterward.

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

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Available on EDGAR 09/03/2026 - 04:20 PM Accepted by SEC EDGAR 09/03/2026 - 04:12 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^*

Short Bartie Wendy

(Last) (First) (Middle)

BRISTOL-MYERS SQUIBB COMPANY

ROUTE 206 & 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)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	EVP, Corporate Affairs

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
09/01/2026

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
Common Stock, $0.10 par value	09/01/2026		M		1,236(1)	A	$66.92	13,317	D
Common Stock, $0.10 par value	09/01/2026		F		633(2)	D	$66.92	12,684	D

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
Restricted Stock Units	(3)	09/01/2026		M			1,236	(1)	09/01/2026	Common Stock, $0.10 par value	1,236	$0	0	D

Explanation of Responses:

1. These restricted stock units vested in four equal installments beginning on September 1, 2023.

2. Shares withheld for payment of taxes upon vesting of awards.

3. Each restricted stock unit converts into one share of common stock upon vesting.

Remarks:

	/s/ Amy Fallone, attorney-in-fact for Wendy Short Bartie	09/03/2026
	** 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.
* Form 4: SEC 1474 (03-26)