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BRISTOL MYERS SQUIBB CO

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0000014272
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2,253

Last 12 months

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0 purchase rows · 4 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
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MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202600
Mar 202600
Apr 202602
May 202600
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Aug 202601
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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
March 10, 2026 Filed Mar 12, 2026 20:16 UTC
Gallman CariEVP, General Counsel
Exercise / conversionCommon Stock, $0.10 par value 912 $0.00 $0.00
Disclosure

SEC source: 0001995058-26-000003 · wk-form4_1773346571.xml · nonDerivative · entry 1

Gallman Cari · CIK 0001995058 · EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,978

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Represents vesting of one-quarter of market share units granted on March 10, 2022.

Read SEC document
March 10, 2026 Filed Mar 12, 2026 20:15 UTC
Poole Ahn AmandaEVP, Chief People Officer
GrantPerformance Shares · Derivative 23,020 $0.00 $0.00
Disclosure

SEC source: 0002005210-26-000002 · wk-form4_1773346512.xml · derivative · entry 15

Poole Ahn Amanda · CIK 0002005210 · EVP, Chief People Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,020

Underlying: Common Stock, $0.10 par value · 23,020 shares

Expires 2029-03-10

F12 · derivative.exercise_price: Each performance share unit converts into one share of common stock upon distribution in the first quarter of 2029, subject to certification of performance results by the Board.

F12 · derivative.exercise_date: Each performance share unit converts into one share of common stock upon distribution in the first quarter of 2029, subject to certification of performance results by the Board.

Read SEC document
March 10, 2026 Filed Mar 12, 2026 20:15 UTC
Poole Ahn AmandaEVP, Chief People Officer
GrantMarket Share Units · Derivative 15,347 $0.00 $0.00
Disclosure

SEC source: 0002005210-26-000002 · wk-form4_1773346512.xml · derivative · entry 14

Poole Ahn Amanda · CIK 0002005210 · EVP, Chief People Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,347

Underlying: Common Stock, $0.10 par value · 15,347 shares

Expires 2029-03-10

F10 · derivative.exercise_price: Each market share unit converts into the number of shares of common stock determined by applying a payout factor to the target number of shares vesting on a given date. The payout factor is the greater of Total Return and relative total shareholder return (rTSR) Floor. Total Return is a ratio of the 10-day average closing stock price on the measurement date, plus the value of accumulated dividends, divided by the average stock price on the grant date (also a 10-day average). The minimum payout factor for Total Return performance that must be achieved to earn a payout is 80% and the maximum is 225%. The rTSR Floor feature provides a minimum level of payout if BMS stock price declines from the grant date but outperforms our peers based on their TSR percentile rank. A TSR percentile rank (i) below the 50th percentile yields a 0% payout, (ii) between the 50th and 74.99th percentiles yields a 50% payout, and (iii) at or above the 75th percentile yields a 100% payout.

F11 · derivative.exercise_date: These market share units cliff vest on the third anniversary of the grant date, subject to certification of performance results by the Board.

Read SEC document
March 10, 2026 Filed Mar 12, 2026 20:15 UTC
Poole Ahn AmandaEVP, Chief People Officer
Exercise / conversionPerformance Shares · Derivative 4,822 $0.00 $0.00
Disclosure

SEC source: 0002005210-26-000002 · wk-form4_1773346512.xml · derivative · entry 13

Poole Ahn Amanda · CIK 0002005210 · EVP, Chief People Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, $0.10 par value · 4,822 shares

Expires 2026-03-10

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F9 · derivative.exercise_price: Each performance share unit converts into one share of common stock upon distribution in the first quarter of 2026.

F5 · derivative.exercise_date: Amount represents distribution of performance shares earned under the 2023-2025 Long-Term Performance Award.

Read SEC document
March 10, 2026 Filed Mar 12, 2026 20:15 UTC
Poole Ahn AmandaEVP, Chief People Officer
Exercise / conversionMarket Share Units · Derivative 803 $0.00 $0.00
Disclosure

SEC source: 0002005210-26-000002 · wk-form4_1773346512.xml · derivative · entry 12

Poole Ahn Amanda · CIK 0002005210 · EVP, Chief People Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 805

Underlying: Common Stock, $0.10 par value · 803 shares

Expires 2027-03-10

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F8 · derivative.exercise_price: Each market share unit converts into the number of shares of common stock determined by applying a payout factor to the target number of shares vesting on a given date. The payout factor is a ratio of the average of the closing price on the measurement date plus the nine prior trading days divided by the average stock price on the grant date (also a 10-day average). The minimum payout factor that must be achieved to earn a payout is 80% and the maximum payout factor is 225%.

F4 · derivative.exercise_date: Represents vesting of one-quarter of market share units granted on March 10, 2023.

Read SEC document
March 10, 2026 Filed Mar 12, 2026 20:15 UTC
Poole Ahn AmandaEVP, Chief People Officer
Exercise / conversionMarket Share Units · Derivative 811 $0.00 $0.00
Disclosure

SEC source: 0002005210-26-000002 · wk-form4_1773346512.xml · derivative · entry 11

Poole Ahn Amanda · CIK 0002005210 · EVP, Chief People Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, $0.10 par value · 811 shares

Expires 2026-03-10

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F8 · derivative.exercise_price: Each market share unit converts into the number of shares of common stock determined by applying a payout factor to the target number of shares vesting on a given date. The payout factor is a ratio of the average of the closing price on the measurement date plus the nine prior trading days divided by the average stock price on the grant date (also a 10-day average). The minimum payout factor that must be achieved to earn a payout is 80% and the maximum payout factor is 225%.

F1 · derivative.exercise_date: Represents vesting of one-quarter of market share units granted on March 10, 2022.

Read SEC document
March 10, 2026 Filed Mar 12, 2026 20:15 UTC
Poole Ahn AmandaEVP, Chief People Officer
Tax withholdingCommon Stock, $0.10 par value 1,256 $60.13 $75,523.28
Disclosure

SEC source: 0002005210-26-000002 · wk-form4_1773346512.xml · nonDerivative · entry 9

Poole Ahn Amanda · CIK 0002005210 · EVP, Chief People Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,094

F3 · shares: Shares withheld for payment of taxes upon vesting of awards.

Read SEC document
March 10, 2026 Filed Mar 12, 2026 20:15 UTC
Poole Ahn AmandaEVP, Chief People Officer
OtherCommon Stock, $0.10 par value 2,368 $0.00 $0.00
Disclosure

SEC source: 0002005210-26-000002 · wk-form4_1773346512.xml · nonDerivative · entry 8

Poole Ahn Amanda · CIK 0002005210 · EVP, Chief People Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,350

F6 · shares: Adjustment to award based on the performance factor applied in accordance with the terms of the award and certification of performance results by the Board.

Read SEC document
March 10, 2026 Filed Mar 12, 2026 20:15 UTC
Poole Ahn AmandaEVP, Chief People Officer
Exercise / conversionCommon Stock, $0.10 par value 4,822 $0.00 $0.00
Disclosure

SEC source: 0002005210-26-000002 · wk-form4_1773346512.xml · nonDerivative · entry 7

Poole Ahn Amanda · CIK 0002005210 · EVP, Chief People Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,718

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F5 · shares: Amount represents distribution of performance shares earned under the 2023-2025 Long-Term Performance Award.

Read SEC document
March 10, 2026 Filed Mar 12, 2026 20:15 UTC
Poole Ahn AmandaEVP, Chief People Officer
Tax withholdingCommon Stock, $0.10 par value 367 $60.13 $22,067.71
Disclosure

SEC source: 0002005210-26-000002 · wk-form4_1773346512.xml · nonDerivative · entry 6

Poole Ahn Amanda · CIK 0002005210 · EVP, Chief People Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,896

F3 · shares: Shares withheld for payment of taxes upon vesting of awards.

Read SEC document
March 10, 2026 Filed Mar 12, 2026 20:15 UTC
Poole Ahn AmandaEVP, Chief People Officer
OtherCommon Stock, $0.10 par value 87 $0.00 $0.00
Disclosure

SEC source: 0002005210-26-000002 · wk-form4_1773346512.xml · nonDerivative · entry 5

Poole Ahn Amanda · CIK 0002005210 · EVP, Chief People Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,263

F2 · shares: Represents a downward adjustment to the number of shares acquired upon the vesting of market share units due to the performance factor.

Read SEC document
March 10, 2026 Filed Mar 12, 2026 20:15 UTC
Poole Ahn AmandaEVP, Chief People Officer
Exercise / conversionCommon Stock, $0.10 par value 803 $0.00 $0.00
Disclosure

SEC source: 0002005210-26-000002 · wk-form4_1773346512.xml · nonDerivative · entry 4

Poole Ahn Amanda · CIK 0002005210 · EVP, Chief People Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,350

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · shares: Represents vesting of one-quarter of market share units granted on March 10, 2023.

Read SEC document
March 10, 2026 Filed Mar 12, 2026 20:15 UTC
Poole Ahn AmandaEVP, Chief People Officer
Tax withholdingCommon Stock, $0.10 par value 369 $60.13 $22,187.97
Disclosure

SEC source: 0002005210-26-000002 · wk-form4_1773346512.xml · nonDerivative · entry 3

Poole Ahn Amanda · CIK 0002005210 · EVP, Chief People Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,547

F3 · shares: Shares withheld for payment of taxes upon vesting of awards.

Read SEC document
March 10, 2026 Filed Mar 12, 2026 20:15 UTC
Poole Ahn AmandaEVP, Chief People Officer
OtherCommon Stock, $0.10 par value 91 $0.00 $0.00
Disclosure

SEC source: 0002005210-26-000002 · wk-form4_1773346512.xml · nonDerivative · entry 2

Poole Ahn Amanda · CIK 0002005210 · EVP, Chief People Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,916

F2 · shares: Represents a downward adjustment to the number of shares acquired upon the vesting of market share units due to the performance factor.

Read SEC document
March 10, 2026 Filed Mar 12, 2026 20:15 UTC
Poole Ahn AmandaEVP, Chief People Officer
Exercise / conversionCommon Stock, $0.10 par value 811 $0.00 $0.00
Disclosure

SEC source: 0002005210-26-000002 · wk-form4_1773346512.xml · nonDerivative · entry 1

Poole Ahn Amanda · CIK 0002005210 · EVP, Chief People Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,007

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Represents vesting of one-quarter of market share units granted on March 10, 2022.

Read SEC document
March 10, 2026 Filed Mar 12, 2026 20:17 UTC
Hoch LynellePresident, Cell Therapy Org.
GrantPerformance Shares · Derivative 9,796 $0.00 $0.00
Disclosure

SEC source: 0002005382-26-000002 · wk-form4_1773346616.xml · derivative · entry 14

Hoch Lynelle · CIK 0002005382 · President, Cell Therapy Org.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,796

Underlying: Common Stock, $0.10 par value · 9,796 shares

Expires 2029-03-10

F11 · derivative.exercise_price: Each performance share unit converts into one share of common stock upon distribution in the first quarter of 2029, subject to certification of performance results by the Board.

F11 · derivative.exercise_date: Each performance share unit converts into one share of common stock upon distribution in the first quarter of 2029, subject to certification of performance results by the Board.

Read SEC document
March 10, 2026 Filed Mar 12, 2026 20:17 UTC
Hoch LynellePresident, Cell Therapy Org.
GrantMarket Share Units · Derivative 6,531 $0.00 $0.00
Disclosure

SEC source: 0002005382-26-000002 · wk-form4_1773346616.xml · derivative · entry 13

Hoch Lynelle · CIK 0002005382 · President, Cell Therapy Org.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,531

Underlying: Common Stock, $0.10 par value · 6,531 shares

Expires 2029-03-10

F9 · derivative.exercise_price: Each market share unit converts into the number of shares of common stock determined by applying a payout factor to the target number of shares vesting on a given date. The payout factor is the greater of Total Return and relative total shareholder return (rTSR) Floor. Total Return is a ratio of the 10-day average closing stock price on the measurement date, plus the value of accumulated dividends, divided by the average stock price on the grant date (also a 10-day average). The minimum payout factor for Total Return performance that must be achieved to earn a payout is 80% and the maximum is 225%. The rTSR Floor feature provides a minimum level of payout if BMS stock price declines from the grant date but outperforms our peers based on their TSR percentile rank. A TSR percentile rank (i) below the 50th percentile yields a 0% payout, (ii) between the 50th and 74.99th percentiles yields a 50% payout, and (iii) at or above the 75th percentile yields a 100% payout.

F10 · derivative.exercise_date: These market share units cliff vest on the third anniversary of the grant date, subject to certification of performance results by the Board.

Read SEC document
March 10, 2026 Filed Mar 12, 2026 20:17 UTC
Hoch LynellePresident, Cell Therapy Org.
Exercise / conversionPerformance Shares · Derivative 6,304 $0.00 $0.00
Disclosure

SEC source: 0002005382-26-000002 · wk-form4_1773346616.xml · derivative · entry 12

Hoch Lynelle · CIK 0002005382 · President, Cell Therapy Org.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, $0.10 par value · 6,304 shares

Expires 2026-03-10

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F8 · derivative.exercise_price: Each performance share unit converts into one share of common stock upon distribution in the first quarter of 2026.

F5 · derivative.exercise_date: Amount represents distribution of performance shares earned under the 2023-2025 Long-Term Performance Award.

Read SEC document
March 10, 2026 Filed Mar 12, 2026 20:17 UTC
Hoch LynellePresident, Cell Therapy Org.
Exercise / conversionMarket Share Units · Derivative 1,050 $0.00 $0.00
Disclosure

SEC source: 0002005382-26-000002 · wk-form4_1773346616.xml · derivative · entry 11

Hoch Lynelle · CIK 0002005382 · President, Cell Therapy Org.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,052

Underlying: Common Stock, $0.10 par value · 1,050 shares

Expires 2027-03-10

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F7 · derivative.exercise_price: Each market share unit converts into the number of shares of common stock determined by applying a payout factor to the target number of shares vesting on a given date. The payout factor is a ratio of the average of the closing price on the measurement date plus the nine prior trading days divided by the average stock price on the grant date (also a 10-day average). The minimum payout factor that must be achieved to earn a payout is 80% and the maximum payout factor is 225%.

F4 · derivative.exercise_date: Represents vesting of one-quarter of market share units granted on March 10, 2023.

Read SEC document
March 10, 2026 Filed Mar 12, 2026 20:17 UTC
Hoch LynellePresident, Cell Therapy Org.
Exercise / conversionMarket Share Units · Derivative 838 $0.00 $0.00
Disclosure

SEC source: 0002005382-26-000002 · wk-form4_1773346616.xml · derivative · entry 10

Hoch Lynelle · CIK 0002005382 · President, Cell Therapy Org.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, $0.10 par value · 838 shares

Expires 2026-03-10

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F7 · derivative.exercise_price: Each market share unit converts into the number of shares of common stock determined by applying a payout factor to the target number of shares vesting on a given date. The payout factor is a ratio of the average of the closing price on the measurement date plus the nine prior trading days divided by the average stock price on the grant date (also a 10-day average). The minimum payout factor that must be achieved to earn a payout is 80% and the maximum payout factor is 225%.

F1 · derivative.exercise_date: Represents vesting of one-quarter of market share units granted on March 10, 2022.

Read SEC document
March 10, 2026 Filed Mar 12, 2026 20:17 UTC
Hoch LynellePresident, Cell Therapy Org.
Tax withholdingCommon Stock, $0.10 par value 912 $60.13 $54,838.56
Disclosure

SEC source: 0002005382-26-000002 · wk-form4_1773346616.xml · nonDerivative · entry 9

Hoch Lynelle · CIK 0002005382 · President, Cell Therapy Org.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,210

F3 · shares: Shares withheld for payment of taxes upon vesting of awards.

Read SEC document
March 10, 2026 Filed Mar 12, 2026 20:17 UTC
Hoch LynellePresident, Cell Therapy Org.
OtherCommon Stock, $0.10 par value 3,095 $0.00 $0.00
Disclosure

SEC source: 0002005382-26-000002 · wk-form4_1773346616.xml · nonDerivative · entry 8

Hoch Lynelle · CIK 0002005382 · President, Cell Therapy Org.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,122

F6 · shares: Adjustment to award based on the performance factor applied in accordance with the terms of the award and certification of performance results by the Board.

Read SEC document
March 10, 2026 Filed Mar 12, 2026 20:17 UTC
Hoch LynellePresident, Cell Therapy Org.
Exercise / conversionCommon Stock, $0.10 par value 6,304 $0.00 $0.00
Disclosure

SEC source: 0002005382-26-000002 · wk-form4_1773346616.xml · nonDerivative · entry 7

Hoch Lynelle · CIK 0002005382 · President, Cell Therapy Org.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,217

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F5 · shares: Amount represents distribution of performance shares earned under the 2023-2025 Long-Term Performance Award.

Read SEC document
March 10, 2026 Filed Mar 12, 2026 20:17 UTC
Hoch LynellePresident, Cell Therapy Org.
Tax withholdingCommon Stock, $0.10 par value 267 $60.13 $16,054.71
Disclosure

SEC source: 0002005382-26-000002 · wk-form4_1773346616.xml · nonDerivative · entry 6

Hoch Lynelle · CIK 0002005382 · President, Cell Therapy Org.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,913

F3 · shares: Shares withheld for payment of taxes upon vesting of awards.

Read SEC document
March 10, 2026 Filed Mar 12, 2026 20:17 UTC
Hoch LynellePresident, Cell Therapy Org.
OtherCommon Stock, $0.10 par value 113 $0.00 $0.00
Disclosure

SEC source: 0002005382-26-000002 · wk-form4_1773346616.xml · nonDerivative · entry 5

Hoch Lynelle · CIK 0002005382 · President, Cell Therapy Org.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,180

F2 · shares: Represents a downward adjustment to the number of shares acquired upon the vesting of market share units due to the performance factor.

Read SEC document
March 10, 2026 Filed Mar 12, 2026 20:17 UTC
Hoch LynellePresident, Cell Therapy Org.
Exercise / conversionCommon Stock, $0.10 par value 1,050 $0.00 $0.00
Disclosure

SEC source: 0002005382-26-000002 · wk-form4_1773346616.xml · nonDerivative · entry 4

Hoch Lynelle · CIK 0002005382 · President, Cell Therapy Org.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,293

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · shares: Represents vesting of one-quarter of market share units granted on March 10, 2023.

Read SEC document
March 10, 2026 Filed Mar 12, 2026 20:17 UTC
Hoch LynellePresident, Cell Therapy Org.
Tax withholdingCommon Stock, $0.10 par value 212 $60.13 $12,747.56
Disclosure

SEC source: 0002005382-26-000002 · wk-form4_1773346616.xml · nonDerivative · entry 3

Hoch Lynelle · CIK 0002005382 · President, Cell Therapy Org.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,243

F3 · shares: Shares withheld for payment of taxes upon vesting of awards.

Read SEC document
March 10, 2026 Filed Mar 12, 2026 20:17 UTC
Hoch LynellePresident, Cell Therapy Org.
OtherCommon Stock, $0.10 par value 94 $0.00 $0.00
Disclosure

SEC source: 0002005382-26-000002 · wk-form4_1773346616.xml · nonDerivative · entry 2

Hoch Lynelle · CIK 0002005382 · President, Cell Therapy Org.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,455

F2 · shares: Represents a downward adjustment to the number of shares acquired upon the vesting of market share units due to the performance factor.

Read SEC document
March 10, 2026 Filed Mar 12, 2026 20:17 UTC
Hoch LynellePresident, Cell Therapy Org.
Exercise / conversionCommon Stock, $0.10 par value 838 $0.00 $0.00
Disclosure

SEC source: 0002005382-26-000002 · wk-form4_1773346616.xml · nonDerivative · entry 1

Hoch Lynelle · CIK 0002005382 · President, Cell Therapy Org.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,549

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Represents vesting of one-quarter of market share units granted on March 10, 2022.

Read SEC document
March 10, 2026 Filed Mar 12, 2026 20:17 UTC
Holzer Phil MSVP and Controller
GrantPerformance Shares · Derivative 7,547 $0.00 $0.00
Disclosure

SEC source: 0002012588-26-000002 · wk-form4_1773346669.xml · derivative · entry 14

Holzer Phil M · CIK 0002012588 · SVP and Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,547

Underlying: Common Stock, $0.10 par value · 7,547 shares

Expires 2029-03-10

F11 · derivative.exercise_price: Each performance share unit converts into one share of common stock upon distribution in the first quarter of 2029, subject to certification of performance results by the Board.

F11 · derivative.exercise_date: Each performance share unit converts into one share of common stock upon distribution in the first quarter of 2029, subject to certification of performance results by the Board.

Read SEC document
March 10, 2026 Filed Mar 12, 2026 20:17 UTC
Holzer Phil MSVP and Controller
GrantMarket Share Units · Derivative 5,031 $0.00 $0.00
Disclosure

SEC source: 0002012588-26-000002 · wk-form4_1773346669.xml · derivative · entry 13

Holzer Phil M · CIK 0002012588 · SVP and Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,031

Underlying: Common Stock, $0.10 par value · 5,031 shares

Expires 2029-03-10

F9 · derivative.exercise_price: Each market share unit converts into the number of shares of common stock determined by applying a payout factor to the target number of shares vesting on a given date. The payout factor is the greater of Total Return and relative total shareholder return (rTSR) Floor. Total Return is a ratio of the 10-day average closing stock price on the measurement date, plus the value of accumulated dividends, divided by the average stock price on the grant date (also a 10-day average). The minimum payout factor for Total Return performance that must be achieved to earn a payout is 80% and the maximum is 225%. The rTSR Floor feature provides a minimum level of payout if BMS stock price declines from the grant date but outperforms our peers based on their TSR percentile rank. A TSR percentile rank (i) below the 50th percentile yields a 0% payout, (ii) between the 50th and 74.99th percentiles yields a 50% payout, and (iii) at or above the 75th percentile yields a 100% payout.

F10 · derivative.exercise_date: These market share units cliff vest on the third anniversary of the grant date, subject to certification of performance results by the Board.

Read SEC document
March 10, 2026 Filed Mar 12, 2026 20:17 UTC
Holzer Phil MSVP and Controller
Exercise / conversionPerformance Shares · Derivative 4,612 $0.00 $0.00
Disclosure

SEC source: 0002012588-26-000002 · wk-form4_1773346669.xml · derivative · entry 12

Holzer Phil M · CIK 0002012588 · SVP and Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, $0.10 par value · 4,612 shares

Expires 2026-03-10

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F8 · derivative.exercise_price: Each performance share unit converts into one share of common stock upon distribution in the first quarter of 2026.

F5 · derivative.exercise_date: Amount represents distribution of performance shares earned under the 2023-2025 Long-Term Performance Award.

Read SEC document
March 10, 2026 Filed Mar 12, 2026 20:17 UTC
Holzer Phil MSVP and Controller
Exercise / conversionMarket Share Units · Derivative 768 $0.00 $0.00
Disclosure

SEC source: 0002012588-26-000002 · wk-form4_1773346669.xml · derivative · entry 11

Holzer Phil M · CIK 0002012588 · SVP and Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 771

Underlying: Common Stock, $0.10 par value · 768 shares

Expires 2027-03-10

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F7 · derivative.exercise_price: Each market share unit converts into the number of shares of common stock determined by applying a payout factor to the target number of shares vesting on a given date. The payout factor is a ratio of the average of the closing price on the measurement date plus the nine prior trading days divided by the average stock price on the grant date (also a 10-day average). The minimum payout factor that must be achieved to earn a payout is 80% and the maximum payout factor is 225%.

F4 · derivative.exercise_date: Represents vesting of one-quarter of market share units granted on March 10, 2023.

Read SEC document
March 10, 2026 Filed Mar 12, 2026 20:17 UTC
Holzer Phil MSVP and Controller
Exercise / conversionMarket Share Units · Derivative 811 $0.00 $0.00
Disclosure

SEC source: 0002012588-26-000002 · wk-form4_1773346669.xml · derivative · entry 10

Holzer Phil M · CIK 0002012588 · SVP and Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, $0.10 par value · 811 shares

Expires 2026-03-10

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F7 · derivative.exercise_price: Each market share unit converts into the number of shares of common stock determined by applying a payout factor to the target number of shares vesting on a given date. The payout factor is a ratio of the average of the closing price on the measurement date plus the nine prior trading days divided by the average stock price on the grant date (also a 10-day average). The minimum payout factor that must be achieved to earn a payout is 80% and the maximum payout factor is 225%.

F1 · derivative.exercise_date: Represents vesting of one-quarter of market share units granted on March 10, 2022.

Read SEC document
March 10, 2026 Filed Mar 12, 2026 20:17 UTC
Holzer Phil MSVP and Controller
Tax withholdingCommon Stock, $0.10 par value 849 $60.13 $51,050.37
Disclosure

SEC source: 0002012588-26-000002 · wk-form4_1773346669.xml · nonDerivative · entry 9

Holzer Phil M · CIK 0002012588 · SVP and Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,362

F3 · shares: Shares withheld for payment of taxes upon vesting of awards.

Read SEC document
March 10, 2026 Filed Mar 12, 2026 20:17 UTC
Holzer Phil MSVP and Controller
OtherCommon Stock, $0.10 par value 2,264 $0.00 $0.00
Disclosure

SEC source: 0002012588-26-000002 · wk-form4_1773346669.xml · nonDerivative · entry 8

Holzer Phil M · CIK 0002012588 · SVP and Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,211

F6 · shares: Adjustment to award based on the performance factor applied in accordance with the terms of the award and certification of performance results by the Board.

Read SEC document
March 10, 2026 Filed Mar 12, 2026 20:17 UTC
Holzer Phil MSVP and Controller
Exercise / conversionCommon Stock, $0.10 par value 4,612 $0.00 $0.00
Disclosure

SEC source: 0002012588-26-000002 · wk-form4_1773346669.xml · nonDerivative · entry 7

Holzer Phil M · CIK 0002012588 · SVP and Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,475

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F5 · shares: Amount represents distribution of performance shares earned under the 2023-2025 Long-Term Performance Award.

Read SEC document
March 10, 2026 Filed Mar 12, 2026 20:17 UTC
Holzer Phil MSVP and Controller
Tax withholdingCommon Stock, $0.10 par value 248 $60.13 $14,912.24
Disclosure

SEC source: 0002012588-26-000002 · wk-form4_1773346669.xml · nonDerivative · entry 6

Holzer Phil M · CIK 0002012588 · SVP and Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,863

F3 · shares: Shares withheld for payment of taxes upon vesting of awards.

Read SEC document
March 10, 2026 Filed Mar 12, 2026 20:17 UTC
Holzer Phil MSVP and Controller
OtherCommon Stock, $0.10 par value 83 $0.00 $0.00
Disclosure

SEC source: 0002012588-26-000002 · wk-form4_1773346669.xml · nonDerivative · entry 5

Holzer Phil M · CIK 0002012588 · SVP and Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,111

F2 · shares: Represents a downward adjustment to the number of shares acquired upon the vesting of market share units due to the performance factor.

Read SEC document
March 10, 2026 Filed Mar 12, 2026 20:17 UTC
Holzer Phil MSVP and Controller
Exercise / conversionCommon Stock, $0.10 par value 768 $0.00 $0.00
Disclosure

SEC source: 0002012588-26-000002 · wk-form4_1773346669.xml · nonDerivative · entry 4

Holzer Phil M · CIK 0002012588 · SVP and Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,194

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · shares: Represents vesting of one-quarter of market share units granted on March 10, 2023.

Read SEC document
March 10, 2026 Filed Mar 12, 2026 20:17 UTC
Holzer Phil MSVP and Controller
Tax withholdingCommon Stock, $0.10 par value 261 $60.13 $15,693.93
Disclosure

SEC source: 0002012588-26-000002 · wk-form4_1773346669.xml · nonDerivative · entry 3

Holzer Phil M · CIK 0002012588 · SVP and Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,426

F3 · shares: Shares withheld for payment of taxes upon vesting of awards.

Read SEC document
March 10, 2026 Filed Mar 12, 2026 20:17 UTC
Holzer Phil MSVP and Controller
OtherCommon Stock, $0.10 par value 91 $0.00 $0.00
Disclosure

SEC source: 0002012588-26-000002 · wk-form4_1773346669.xml · nonDerivative · entry 2

Holzer Phil M · CIK 0002012588 · SVP and Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,687

F2 · shares: Represents a downward adjustment to the number of shares acquired upon the vesting of market share units due to the performance factor.

Read SEC document
March 10, 2026 Filed Mar 12, 2026 20:17 UTC
Holzer Phil MSVP and Controller
Exercise / conversionCommon Stock, $0.10 par value 811 $0.00 $0.00
Disclosure

SEC source: 0002012588-26-000002 · wk-form4_1773346669.xml · nonDerivative · entry 1

Holzer Phil M · CIK 0002012588 · SVP and Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,778

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Represents vesting of one-quarter of market share units granted on March 10, 2022.

Read SEC document
March 10, 2026 Filed Mar 12, 2026 20:22 UTC
Short Bartie WendyEVP, Corporate Affairs
GrantPerformance Shares · Derivative 9,796 $0.00 $0.00
Disclosure

SEC source: 0002070839-26-000002 · wk-form4_1773346920.xml · derivative · entry 14

Short Bartie Wendy · CIK 0002070839 · EVP, Corporate Affairs

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,796

Underlying: Common Stock, $0.10 par value · 9,796 shares

Expires 2029-03-10

F11 · derivative.exercise_price: Each performance share unit converts into one share of common stock upon distribution in the first quarter of 2029, subject to certification of performance results by the Board.

F11 · derivative.exercise_date: Each performance share unit converts into one share of common stock upon distribution in the first quarter of 2029, subject to certification of performance results by the Board.

Read SEC document
March 10, 2026 Filed Mar 12, 2026 20:22 UTC
Short Bartie WendyEVP, Corporate Affairs
GrantMarket Share Units · Derivative 6,531 $0.00 $0.00
Disclosure

SEC source: 0002070839-26-000002 · wk-form4_1773346920.xml · derivative · entry 13

Short Bartie Wendy · CIK 0002070839 · EVP, Corporate Affairs

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,531

Underlying: Common Stock, $0.10 par value · 6,531 shares

Expires 2029-03-10

F9 · derivative.exercise_price: Each market share unit converts into the number of shares of common stock determined by applying a payout factor to the target number of shares vesting on a given date. The payout factor is the greater of Total Return and relative total shareholder return (rTSR) Floor. Total Return is a ratio of the 10-day average closing stock price on the measurement date, plus the value of accumulated dividends, divided by the average stock price on the grant date (also a 10-day average). The minimum payout factor for Total Return performance that must be achieved to earn a payout is 80% and the maximum is 225%. The rTSR Floor feature provides a minimum level of payout if BMS stock price declines from the grant date but outperforms our peers based on their TSR percentile rank. A TSR percentile rank (i) below the 50th percentile yields a 0% payout, (ii) between the 50th and 74.99th percentiles yields a 50% payout, and (iii) at or above the 75th percentile yields a 100% payout.

F10 · derivative.exercise_date: These market share units cliff vest on the third anniversary of the grant date, subject to certification of performance results by the Board.

Read SEC document
March 10, 2026 Filed Mar 12, 2026 20:22 UTC
Short Bartie WendyEVP, Corporate Affairs
Exercise / conversionPerformance Shares · Derivative 4,495 $0.00 $0.00
Disclosure

SEC source: 0002070839-26-000002 · wk-form4_1773346920.xml · derivative · entry 12

Short Bartie Wendy · CIK 0002070839 · EVP, Corporate Affairs

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, $0.10 par value · 4,495 shares

Expires 2026-03-10

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F8 · derivative.exercise_price: Each performance share unit converted into one share of common stock upon distribution in the first quarter of 2026.

F5 · derivative.exercise_date: Amount represents distribution of performance shares earned under the 2023-2025 Long-Term Performance Award.

Read SEC document
March 10, 2026 Filed Mar 12, 2026 20:22 UTC
Short Bartie WendyEVP, Corporate Affairs
Exercise / conversionMarket Share Units · Derivative 749 $0.00 $0.00
Disclosure

SEC source: 0002070839-26-000002 · wk-form4_1773346920.xml · derivative · entry 11

Short Bartie Wendy · CIK 0002070839 · EVP, Corporate Affairs

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 750

Underlying: Common Stock, $0.10 par value · 749 shares

Expires 2027-03-10

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F7 · derivative.exercise_price: Each market share unit converts into the number of shares of common stock determined by applying a payout factor to the target number of shares vesting on a given date. The payout factor is a ratio of the average of the closing price on the measurement date plus the nine prior trading days divided by the average stock price on the grant date (also a 10-day average). The minimum payout factor that must be achieved to earn a payout is 80% and the maximum payout factor is 225%.

F4 · derivative.exercise_date: Represents vesting of one-quarter of market share units granted on March 10, 2023.

Read SEC document
March 10, 2026 Filed Mar 12, 2026 20:22 UTC
Short Bartie WendyEVP, Corporate Affairs
Exercise / conversionMarket Share Units · Derivative 639 $0.00 $0.00
Disclosure

SEC source: 0002070839-26-000002 · wk-form4_1773346920.xml · derivative · entry 10

Short Bartie Wendy · CIK 0002070839 · EVP, Corporate Affairs

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, $0.10 par value · 639 shares

Expires 2026-03-10

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F7 · derivative.exercise_price: Each market share unit converts into the number of shares of common stock determined by applying a payout factor to the target number of shares vesting on a given date. The payout factor is a ratio of the average of the closing price on the measurement date plus the nine prior trading days divided by the average stock price on the grant date (also a 10-day average). The minimum payout factor that must be achieved to earn a payout is 80% and the maximum payout factor is 225%.

F1 · derivative.exercise_date: Represents vesting of one-quarter of market share units granted on March 10, 2022.

Read SEC document
March 10, 2026 Filed Mar 12, 2026 20:22 UTC
Short Bartie WendyEVP, Corporate Affairs
Tax withholdingCommon Stock, $0.10 par value 828 $60.13 $49,787.64
Disclosure

SEC source: 0002070839-26-000002 · wk-form4_1773346920.xml · nonDerivative · entry 9

Short Bartie Wendy · CIK 0002070839 · EVP, Corporate Affairs

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,917

F3 · shares: Shares withheld for payment of taxes upon vesting of awards.

Read SEC document
March 10, 2026 Filed Mar 12, 2026 20:22 UTC
Short Bartie WendyEVP, Corporate Affairs
OtherCommon Stock, $0.10 par value 2,207 $0.00 $0.00
Disclosure

SEC source: 0002070839-26-000002 · wk-form4_1773346920.xml · nonDerivative · entry 8

Short Bartie Wendy · CIK 0002070839 · EVP, Corporate Affairs

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,745

F6 · shares: Adjustment to award based on the performance factor applied in accordance with the terms of the award and certification of performance results by the Board.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.