Bristol Myers SEC Filings

Bristol-Myers Squibb Company reported that it has made a new investor presentation available on its website as of January 12, 2026. The company furnished this presentation as Exhibit 99.1 to a current report, giving investors another source of information about its business and outlook. The report explains that this information is being furnished under disclosure rules and is not considered filed for liability purposes or automatically incorporated into other regulatory documents.

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, 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.