Welcome to our dedicated page for Bristol-Myers Squibb Co SEC filings (Ticker: BMY), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Bristol-Myers Squibb Company SEC filings document the company’s pharmaceutical operating results, investor presentations, governance matters, registered securities and debt activity. Recent Form 8-K reports furnish quarterly and annual financial results, Regulation FD presentations, annual-meeting vote results and other material events, including note offerings and tender-offer disclosures tied to the company’s capital structure.
The company’s proxy materials cover board elections, executive compensation, shareholder voting matters and corporate governance. Its registered securities disclosures include common stock, Celgene contingent value rights and multiple exchange-listed notes. Form 15 records also document the termination of registration for a $2 convertible preferred stock class with no holders of record, while other reporting obligations remain tied to listed securities.
Bristol Myers Squibb EVP Wendy Short Bartie reported multiple equity-related transactions in connection with long-term incentive awards. On March 10, 2026, she exercised market share units and performance shares, receiving a total of 5,883 shares of common stock through derivative conversions.
She also received new grants of 6,531 market share units and 9,796 performance share units that are subject to future performance certification and vesting, generally around 2029. To cover tax obligations upon vesting, 1,275 common shares were withheld at $60.13 per share.
After these transactions and related performance-based adjustments, she directly holds 7,917 shares of Bristol Myers Squibb common stock, in addition to the newly granted performance-based units. The filing reflects routine compensation vesting, new awards, and associated tax withholding rather than open-market buying or selling.
Bristol Myers Squibb executive Karin Shanahan reported multiple equity compensation transactions. On March 10, 2026, she exercised or converted derivative awards into 25,501 shares of common stock and received new grants of 21,224 market share units and 31,837 performance shares.
The filing shows 7,760 shares of common stock were withheld at $60.13 per share to cover tax obligations upon vesting. After these routine compensation-related events and adjustments, Shanahan directly held 24,273 shares of common stock and indirectly held 1,278.64 shares through the BMS Savings and Investment Program.
Bristol Myers Squibb executive vice president and chief research officer Robert M. Plenge reported multiple equity-compensation events in company stock. On March 10, 2026, prior market share units and performance shares vested and were exercised into a total of 17,501 shares of common stock, with 4,535 shares withheld at $60.13 per share to cover taxes.
Plenge also received new long-term incentives: 17,959 market share units and 26,939 performance share units scheduled to run to 2029, subject to performance certification by the board. Following these transactions, he holds 21,528 shares directly, plus indirect interests of 3,026.38 shares through the BMS Savings and Investment Program and 200 shares in a family trust. All actions reflect compensation vesting, internal adjustments, and tax withholding, with no open-market purchases or sales reported.
Bristol Myers Squibb executive Gregory Scott Meyers reported multiple equity award transactions. He exercised derivative awards covering 25,892 shares of common stock tied to vested market share units from 2022 and 2023 grants and performance shares earned under the 2023-2025 long-term performance award.
The company withheld 6,582 shares at $60.13 per share to cover tax liabilities upon vesting, which is not an open-market sale. Meyers also received new grants of 26,122 market share units and 39,184 performance share units that may convert into common stock based on future performance and Board certification. Following these transactions, he directly holds 30,361 shares of Bristol Myers Squibb common stock.
Bristol Myers Squibb executive Adam Lenkowsky reported multiple stock-based compensation events involving common stock and performance-linked awards. On March 10, 2026, he exercised or settled derivative awards covering 24,071 shares tied to market share units and performance shares, with no open‑market purchases or sales.
The filing shows 7,015 common shares withheld at $60.13 per share to satisfy tax obligations as awards vested. Lenkowsky also received new long-term incentives, including 32,653 market share units and 48,980 performance share units scheduled to run to 2029, all linked to Bristol Myers Squibb common stock.
After these transactions, he directly holds 19,135 shares of common stock, plus indirect holdings of 5,849.47 shares through a BMS savings and investment program and 2,929 shares held by his spouse. Footnotes clarify these events reflect routine vesting, performance adjustments, and tax withholding under the company’s long-term incentive plans.
Bristol Myers Squibb SVP and Controller Phil M. Holzer reported multiple equity award transactions in company stock and units on March 10, 2026. He exercised market share units and performance shares covering 6,191 shares of common stock and received new grants of 5,031 market share units and 7,547 performance share units under long-term incentive programs.
The filing shows vesting and performance-based adjustments to prior awards, along with 1,358 common shares withheld at $60.13 per share to cover tax obligations. Following these compensation-related transactions, Holzer directly holds 17,362 shares of Bristol Myers Squibb common stock.
Bristol Myers Squibb President, Cell Therapy Org. Lynelle Hoch reported multiple equity compensation transactions in company stock. On March 10, 2026, she exercised derivative awards, including market share units and performance shares, converting them into a total of 8,192 shares of common stock.
The filing also shows new grants of 6,531 market share units and 9,796 performance share units, each tied to future performance measurement periods and vesting dates through 2029. A total of 1,391 common shares were withheld at $60.13 per share to cover tax obligations upon vesting. Following these transactions, Hoch directly holds 8,210 shares of Bristol Myers Squibb common stock.
Bristol Myers Squibb executive Cari Gallman reported multiple equity-compensation transactions tied to prior and new long‑term incentive awards. On March 10, 2026, she exercised or converted derivative awards into a total of 6,980 shares of common stock, reflecting vesting of earlier market share units and performance shares granted in prior years.
The company withheld 2,165 shares at a price of $60.13 per share to cover tax obligations upon vesting, which is not an open‑market sale. Gallman also received new grants of 26,122 market share units and 39,184 performance share units that run through 2029, with payouts based on multi‑year stock price and performance formulas described in the award terms.
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.
Bristol Myers Squibb Chief Executive Officer Christopher S. Boerner reported multiple equity compensation transactions involving common stock and share units. On 2026-03-10, he exercised or settled 71,537 market share and performance share units into common stock and had 21,229 shares withheld at $60.13 per share to cover tax obligations and exercise costs.
He also received new long-term incentives, including 104,490 market share units and 156,735 performance share units that vest or convert based on multi-year performance conditions and Board certification. After these transactions, Boerner held 21,451 shares of common stock directly and 125,439 shares indirectly through a trust, reflecting compensation-related awards and routine tax withholding rather than open-market trading.