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 Company director reports deferred share units transaction
A Bristol-Myers Squibb Company director filed a report of ownership for a transaction dated 12/31/2025. The filing discloses the acquisition of 926.956 Deferred Share Units, which are derivative securities that will ultimately be settled in shares of common stock. These units generally become settleable when the director ceases to serve on the board or at a future date the director has previously chosen.
Following this transaction, the director beneficially owns 63,174.032 Deferred Share Units. The filing notes that this amount includes deferred compensation and dividends that have been reinvested under Bristol-Myers Squibb’s 1987 Deferred Compensation Plan for Non-Employee Directors. This reflects ongoing use of the company’s director compensation and deferral programs rather than a cash purchase on the open market.
Bristol-Myers Squibb Company director Derica W. Rice reported an equity-related transaction involving deferred share units. On 12/31/2025, Rice acquired 695.217 deferred share units of Bristol-Myers Squibb common stock at a price of $0 per unit. Following this transaction, Rice beneficially owned 34,934.653 deferred share units.
Each deferred share unit will be converted into one share of common stock upon settlement. The units become settleable when Rice ceases to be a director or at a future date previously specified. The holdings include deferred compensation and dividends reinvested under the company’s 1987 Deferred Compensation Plan for Non-Employee Directors.
Bristol Myers Squibb director Michael R. McMullen reported an equity-based compensation change involving derivative securities. On 12/31/2025, he acquired 648.869 Deferred Share Units at a price of $0, which are linked to Bristol Myers Squibb common stock with a par value of $0.10 per share.
After this transaction, McMullen beneficially owns 10,860.897 Deferred Share Units in direct form. Each Deferred Share Unit converts into one share of common stock upon settlement, which occurs when he ceases to be a director or at a future date he previously specified. These units also reflect deferred compensation and dividends reinvested under the company’s 1987 Deferred Compensation Plan for Non-Employee Directors.
Bristol Myers Squibb director reports additional deferred share units
A Bristol Myers Squibb director, Peter J. Arduini, reported a change in his derivative holdings. On 12/31/2025, he acquired 625.695 Deferred Share Units at a price of $0. After this transaction, he beneficially owns 66,116.446 Deferred Share Units. Each Deferred Share Unit will be converted into one share of common stock upon settlement. The units become settleable when he ceases to be a director or at a future date he previously specified. The reported balance includes deferred compensation and dividends that have been reinvested under the company’s 1987 Deferred Compensation Plan for Non-Employee Directors.
Bristol Myers Squibb Company reported that it has announced early participation results, an amendment and early settlement for previously launched cash tender offers to purchase its outstanding notes. The company also disclosed the accepted amounts and pricing terms for these tender offers in a subsequent press release. These actions are governed by an Offer to Purchase dated November 3, 2025, which sets out the detailed terms and conditions and limits where the offers are valid.
Bristol Myers Squibb, through BMS Ireland Capital Funding DAC, completed a euro‑denominated senior notes offering guaranteed by the company. The issuance includes €750,000,000 of 2.973% notes due 2030, €1,150,000,000 of 3.363% notes due 2033, €1,150,000,000 of 3.857% notes due 2038, €750,000,000 of 4.289% notes due 2045, and €1,200,000,000 of 4.581% notes due 2055. Interest is payable each November 10, beginning in 2026, with make‑whole call spreads of +10 to +20 bps by tranche, and the issuer may redeem the notes at its option on stated terms.
The company intends to use the net proceeds, together with approximately $3.0 billion of cash on hand, to fund a cash tender offer for various outstanding Bristol Myers Squibb notes and/or other repurchase, repayment or redemption of those notes, pay related fees and expenses, and, to the extent of any remainder, for general corporate purposes.
Bristol-Myers Squibb, through BMS Ireland Capital Funding DAC, is issuing a €5,000,000,000 multi-tranche euro notes offering fully and unconditionally guaranteed by Bristol-Myers Squibb Company. The notes comprise €750,000,000 2.973% due 2030, €1,150,000,000 3.363% due 2033, €1,150,000,000 3.857% due 2038, €750,000,000 4.289% due 2045, and €1,200,000,000 4.581% due 2055. Interest is paid annually on November 10, beginning November 10, 2026.
The company estimates net proceeds of approximately $5.70 billion and plans to use them, together with about $3.0 billion of cash on hand, to fund a concurrent tender offer for various outstanding Bristol-Myers Squibb notes, pay related fees and expenses, and for general corporate purposes to the extent of any remaining proceeds. The offering is not contingent on consummation of the tender offer.
The notes are senior unsecured obligations of the issuer, guaranteed on a senior unsecured basis by the parent, include optional redemption (with make‑whole prior to par call dates), and a tax redemption. The issuer intends to apply to list the notes on the NYSE; there is no obligation to maintain a listing.
Bristol Myers Squibb (BMY) reported an insider equity award. EVP and Chief Commercial Officer Adam Lenkowsky filed a Form 4 showing an award of 22,568 restricted stock units on November 3, 2025. Each RSU converts into one share of common stock upon vesting, which occurs in three equal annual installments beginning November 3, 2026.
Following the reported transactions, Lenkowsky’s beneficial ownership includes 12,439 shares held directly, 5,772.35 shares through the BMS Savings and Investment Program (based on a recent 401(k) statement), and 5,723.157 shares held by spouse.
Bristol Myers Squibb (BMY) disclosed insider equity activity by CEO and Director Christopher Boerner. On 11/01/2025, 2,964 shares of common stock were acquired at $0 upon vesting of market share units. A 544‑share downward adjustment was recorded due to the performance factor, and 1,238 shares were withheld at $46.07 to cover taxes.
Following these transactions, the CEO directly held 1,182 shares. He also reported 125,439 shares held indirectly in a Spousal Lifetime Access Trust (SLAT). Derivative holdings show 5,930 market share units remaining. The award vests in four equal annual tranches, and payout is tied to a performance-based factor ranging from 80% to 225% based on 10-day average stock prices at grant and measurement dates.
Bristol-Myers Squibb (BMY) executive Gregory Scott Meyers reported routine equity activity. On 11/01/2025, he acquired 6,281 shares of common stock at $0 upon vesting of restricted stock units and had 2,665 shares withheld at $46.07 to cover taxes.
Following these transactions, he beneficially owns 19,718 common shares directly and holds 12,562 RSUs after the event. The RSUs were granted on 11/01/2024 and vest in three equal annual installments beginning 11/01/2025. His role is EVP, Chief Digital & Tech Officer.