Bristol Myers Form 4 Filings

Bristol Myers Squibb EVP and Chief Commercial Officer Adam Lenkowsky reported routine equity award activity involving market share units and common stock. On May 1, 2026, he exercised 1,373 market share units into common stock and recorded related adjustments tied to performance factors.

The filing shows 599 common shares were withheld at $58.22 per share to cover taxes upon vesting, which is not an open-market sale. An additional 203 shares were moved in an "other" transaction. Following these changes, he directly holds 19,706 common shares, plus indirect holdings through a spouse and a BMS savings plan.

Bristol Myers Squibb EVP and CFO David V. Elkins reported open-market sales of company stock. On April 1, 2026, he sold 25,519 shares of common stock at a weighted average price of $61.60 per share and 4,481 shares at $62.05 per share, totaling 30,000 shares. These transactions were executed under a pre-arranged Rule 10b5-1 trading plan. After the sales, he directly held 159,248 shares of Bristol Myers Squibb common stock and had an additional 294.42 shares held indirectly through the BMS Savings and Investment Program, based on a recent 401(k) plan statement.

Bristol Myers Squibb director Phyllis R. Yale received 577.082 Deferred Share Units as a compensation award. The grant was valued at $60.65 per unit and is linked to an equal number of underlying common shares. Following this award, she holds 43,903.777 Deferred Share Units in total.

The units will convert into common stock when she leaves the board or on a future date she previously chose. Her balance includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors.

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.

Bristol Myers Squibb director Derica W. Rice received a grant of 638.912 Deferred Share Units on common stock. The award is classified as a grant or other acquisition, not an open-market purchase or sale. Each unit will convert into one share of common stock upon settlement.

The Deferred Share Units become settleable when Rice ceases to be a director or at a future date previously specified. Following this grant, Rice holds a total of 39,963.721 Deferred Share Units, which include deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors.

Bristol Myers Squibb director Michael R. McMullen received a grant of Deferred Share Units as board compensation. On March 31, 2026, he was awarded 577.082 Deferred Share Units, with a reference price of $60.65 per unit.

Each unit will convert into one share of common stock upon settlement, which occurs when he ceases to be a director or on a future date he previously selected. After this award, he holds 15,556.771 Deferred Share Units, including deferred compensation and reinvested dividends under the 1987 Deferred Compensation Plan for Non-Employee Directors.

Bristol Myers Squibb director Peter J. Arduini received a grant of 577.082 Deferred Share Units, each tied to common stock valued at $60.65 per unit. After this compensation award, he directly holds a total of 71,435.166 Deferred Share Units.

Each Deferred Share Unit will convert into one share of common stock when the units are settled. Settlement occurs when Arduini ceases to be a director or on a future date he previously specified. The reported holdings include deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors.

Bristol Myers Squibb executive Hiroshi Chris Shibutani, EVP and Chief Strategy Officer, received equity-based compensation awards in the form of derivatives tied to the company’s common stock. On March 10, 2026, he was granted 7,837 Market Share Units and 11,755 Performance Shares at a price of $0.00 per unit.

Each market share unit represents a target number of shares that can convert into common stock based on a payout factor linked to total shareholder return and a relative TSR floor, with a minimum payout factor of 80% and a maximum of 225%. These market share units cliff vest on the third anniversary of the grant date, subject to the Board certifying performance results, and carry an expiration date of March 10, 2029.

Each performance share converts into one share of common stock upon distribution in the first quarter of 2029, also subject to certification of performance results by the Board. After these grants, reported holdings for these awards are 7,837 market share units and 11,755 performance shares, respectively.

Massacesi Cristian reported acquisition or exercise transactions in this Form 4 filing.

Bristol Myers Squibb executive Cristian Massacesi received new performance-based equity awards. On March 10, 2026, he was granted 26,122 Market Share Units and 39,184 Performance Shares, each tied to the company’s common stock. The Market Share Units cliff vest after three years, while payouts for both awards depend on Total Return and relative total shareholder return performance through around 2029.

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.

Bristol Myers Squibb EVP and CFO David V. Elkins reported a series of equity compensation transactions involving company stock. He exercised derivative awards, converting 62,982 market share units and performance shares into common stock on March 10, 2026, as previously granted awards vested under performance-based plans. He also received new grants of 35,265 market share units and 52,898 performance share units that will vest in future years based on performance and Board certification. To cover tax obligations on these vestings, 16,114 shares of common stock were withheld at a price of $60.13 per share, which is a non-market tax payment rather than an open-market sale. Following these transactions, Elkins directly holds 189,248 shares of common stock and has an additional 291.17 shares held indirectly through the BMS Savings and Investment Program.

Bristol Myers Squibb executive Gregory Scott Meyers reported equity compensation activity involving restricted stock units and common shares. On February 1, 2026, 2,543 restricted stock units vested and converted into 2,543 shares of common stock at an exercise price of $0, reflecting previously granted awards that vest annually in four equal installments beginning on February 1, 2023.

On the same date, 833 common shares were withheld at a price of $55.05 to cover taxes due upon vesting of the restricted stock units. After these transactions, Meyers directly owned 21,428 shares of Bristol Myers Squibb common stock.

Bristol Myers Squibb executive Benjamin Hickey reported routine equity compensation activity. On February 1, 2026, 10,079 restricted stock units vested, each converting into one share of common stock at an exercise price of $0.

To cover taxes on the vesting, 3,810 common shares were withheld at a price of $55.05 per share. After these transactions, Hickey directly owned 15,058 shares of Bristol Myers Squibb common stock and 10,079 restricted stock units remained outstanding, scheduled to vest in equal annual installments beginning February 1, 2025.

Bristol Myers Squibb director Phyllis R. Yale received 3,996.367 Deferred Share Units on February 1, 2026 at a reference price of $55.05 per unit. These derivative awards increase her holdings of Deferred Share Units to 43,326.695, all held directly.

Each Deferred Share Unit is designed to convert into one share of Bristol Myers Squibb common stock upon settlement. The units become settleable when she ceases to be a director or at a future date she previously specified, and reflect deferred compensation and reinvested dividends under the company’s 1987 Deferred Compensation Plan for Non-Employee Directors.

Bristol Myers Squibb director Karen H. Vousden reported an award of derivative securities tied to company stock. On February 1, 2026, she acquired 3,996.367 Deferred Share Units at $55.05 each, bringing her total to 41,069.315 Deferred Share Units, held directly.

Each Deferred Share Unit converts into one share of Bristol Myers Squibb common stock upon settlement. These units become settleable when she ceases to be a director or at a future date she previously selected. The total includes deferred compensation and dividends reinvested under the company’s 1987 Deferred Compensation Plan for Non-Employee Directors.

Bristol Myers Squibb director Theodore R. Samuels II reported an automatic grant of 3,996.367 Deferred Share Units on February 1, 2026 at $55.05 per unit. After this award, he beneficially owns 67,882.504 Deferred Share Units in total.

Each Deferred Share Unit converts into one share of common stock when settled. These units become settleable when he ceases to be a director or on a future date he previously selected, and the total includes deferred compensation and reinvested dividends under the company’s deferred compensation plan for non-employee directors.

Bristol Myers Squibb director Derica W. Rice reported an award of 3,996.367 Deferred Share Units on February 1, 2026 at $55.05 per unit. This increased his holdings of Deferred Share Units to 39,324.809, which track common stock and are settled in shares later.

Each Deferred Share Unit converts into one share of common stock when he leaves the board or on a future date he previously selected. The holdings also reflect deferred compensation and dividends reinvested under the company’s 1987 Deferred Compensation Plan for Non-Employee Directors.

Bristol Myers Squibb director Paula A. Price reported receiving 3,996.367 Deferred Share Units on February 1, 2026 at an indicated value of $55.05 per unit. Following this award, she beneficially owns 25,498.163 Deferred Share Units, held directly.

Each Deferred Share Unit is designed to convert into one share of Bristol Myers Squibb common stock upon settlement. The units become settleable when Price ceases to be a director or at a future date she previously specified, and include deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors.

Bristol Myers Squibb director Michael R. McMullen reported an acquisition of 3,996.367 Deferred Share Units on February 1, 2026 at $55.05 per unit. Following this transaction, he beneficially owns 14,979.689 Deferred Share Units directly.

Each Deferred Share Unit will convert into one share of common stock upon settlement, which occurs when McMullen ceases to be a director or at a future date he previously specified. The reported holdings include deferred compensation and dividends reinvested under the company’s 1987 Deferred Compensation Plan for Non-Employee Directors.

Bristol Myers Squibb director Manuel Hidalgo Medina reported an award of 3,996.367 Deferred Share Units on common stock, effective February 1, 2026, at a reference price of $55.05 per unit. Following this grant, he holds 22,763.938 Deferred Share Units in total, all reported as directly owned.

Each Deferred Share Unit is designed to convert into one share of Bristol Myers Squibb common stock upon settlement. According to the disclosure, these units become settleable when he ceases to be a director or on a future date he previously specified. The total also reflects deferred compensation and dividends that have been reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors.

Bristol Myers Squibb director Julia Haller reported a grant of deferred share units. On 02/01/2026 she acquired 3,996.367 deferred share units at $55.05 each, bringing her total to 37,903.154 derivative securities held directly. Each unit will convert into one share of common stock when she ceases to be a director or at a future date she previously selected.

The holdings include deferred compensation and dividends reinvested under the company’s 1987 Deferred Compensation Plan for Non-Employee Directors, showing this is board compensation structured in stock-linked form rather than a cash payment.

Bristol Myers Squibb director Deepak Bhatt reported an award of 3,996.367 Deferred Share Units on February 1, 2026, at a reference price of $55.05 per unit. After this transaction, he beneficially owned 19,241.818 Deferred Share Units held directly.

Each Deferred Share Unit will convert into one share of Bristol Myers Squibb common stock upon settlement. These units become settleable when Bhatt ceases to be a director or at a future date he previously specified, and the total includes deferred compensation and dividends reinvested under the company’s 1987 Deferred Compensation Plan for Non-Employee Directors.

Bristol Myers Squibb director Peter J. Arduini reported an equity compensation grant. On February 1, 2026, he was awarded 3,996.367 Deferred Share Units at $55.05 per unit, increasing his total holdings to 70,858.084 Deferred Share Units.

Each Deferred Share Unit will convert into one share of common stock when the award is settled. The units become settleable when Arduini ceases to be a director or on a future date he previously selected. The reported balance includes deferred compensation and dividends reinvested under the company’s deferred compensation plan for non-employee directors.

Bristol-Myers Squibb director Phyllis R. Yale reported additional deferred share units tied to company stock. On 12/31/2025, she acquired 648.869 Deferred Share Units, each linked to one share of Bristol-Myers Squibb common stock at a $0 exercise price. After this transaction, she beneficially owned 38,891.933 deferred share units in total, held directly.

The deferred share units are part of the 1987 Deferred Compensation Plan for Non-Employee Directors and include both deferred compensation and dividends that have been reinvested. These units will convert into shares of common stock when she ceases to be a director or at a future date she previously selected, meaning the economic value is tied to the company’s share performance over time.

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 (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.

Bristol Myers Squibb (BMY) reported insider equity activity by EVP, Chief Supply Chain & Ops, Karin Shanahan. On 11/01/2025, 6,281 restricted stock units converted into common stock at $0 (code M). To cover taxes, 3,213 shares were withheld at $46.07 (code F).

Following these transactions, direct holdings were 16,865 shares, with an additional 1,278.692 shares held indirectly via the BMS Savings and Investment Program. Outstanding awards included 12,562 restricted stock units after the event. The RSU grant vests in three equal annual installments beginning on November 1, 2025, with each unit converting into one share upon vesting.