Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BRISTOL MYERS SQUIBB COBMY · Entity 1662 | EVP, Chief Commercial Officer | May 01, 2026 | May 05, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
BRISTOL MYERS SQUIBB CO
Report date May 01, 2026 · Filed May 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.10 par valueSEC Table I · non-derivative | Direct | 19,706 |
Ending reported balance
After 2026-05-01 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-05-01 · Exercise / conversion · Acquired 1,373 · Balance 20,508 F1: Represents vesting of one-quarter of market share units granted on May 1, 2023. Row 2 · 2026-05-01 · Other · Disposed 203 · Balance 20,305 F2: Represents a downward adjustment to the number of shares acquired upon the vesting of market share units due to the performance factor. Row 3 · 2026-05-01 · Tax withholding · Disposed 599 · Balance 19,706 F3: Shares withheld for payment of taxes upon vesting of awards. |
| Market Share UnitsSEC Table II · derivative / convertible security · Expires 2027-05-01 | Direct | 1,375 |
Reported balance
After 2026-05-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-05-01 · Exercise / conversion · Disposed 1,373 · Balance 1,375 F5: 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: Represents vesting of one-quarter of market share units granted on May 1, 2023. |
| Common Stock, $0.10 par valueSEC Table I · non-derivative | IndirectBMS Savings and Investment Program | 5,978.223 |
Reported balance
Holding disclosure · report date 2026-05-01 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 5,978.223 F4: Based on recent 401(k) plan statement. |
| Common Stock, $0.10 par valueSEC Table I · non-derivative | IndirectBy Spouse | 2,993.491 |
Reported balance
Holding disclosure · report date 2026-05-01 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 2,993.491 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents vesting of one-quarter of market share units granted on May 1, 2023.
F2: Represents a downward adjustment to the number of shares acquired upon the vesting of market share units due to the performance factor.
F3: Shares withheld for payment of taxes upon vesting of awards.
F4: Based on recent 401(k) plan statement.
F5: 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%.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 01, 2026 Filed May 5, 2026 21:11 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionMarket Share Units · Derivative | 1,373 | $0.00 | $0.00 |
DisclosureSEC source: 0001975719-26-000004 · wk-form4_1778015475.xml · derivative · entry 6 Lenkowsky Adam · CIK 0001975719 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,375 Underlying: Common Stock, $0.10 par value · 1,373 shares Expires 2027-05-01 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 · 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 May 1, 2023. Read SEC document |
| May 01, 2026 Filed May 5, 2026 21:11 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 599 | $58.22 | $34,873.78 |
DisclosureSEC source: 0001975719-26-000004 · wk-form4_1778015475.xml · nonDerivative · entry 3 Lenkowsky Adam · CIK 0001975719 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,706 F3 · shares: Shares withheld for payment of taxes upon vesting of awards. Read SEC document |
| May 01, 2026 Filed May 5, 2026 21:11 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | OtherCommon Stock, $0.10 par value | 203 | $0.00 | $0.00 |
DisclosureSEC source: 0001975719-26-000004 · wk-form4_1778015475.xml · nonDerivative · entry 2 Lenkowsky Adam · CIK 0001975719 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,305 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 |
| May 01, 2026 Filed May 5, 2026 21:11 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionCommon Stock, $0.10 par value | 1,373 | $0.00 | $0.00 |
DisclosureSEC source: 0001975719-26-000004 · wk-form4_1778015475.xml · nonDerivative · entry 1 Lenkowsky Adam · CIK 0001975719 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,508 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 May 1, 2023. Read SEC document |
| March 10, 2026 Filed Mar 12, 2026 20:18 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantPerformance Shares · Derivative | 48,980 | $0.00 | $0.00 |
DisclosureSEC source: 0001975719-26-000002 · wk-form4_1773346712.xml · derivative · entry 20 Lenkowsky Adam · CIK 0001975719 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,980 Underlying: Common Stock, $0.10 par value · 48,980 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 20:18 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantMarket Share Units · Derivative | 32,653 | $0.00 | $0.00 |
DisclosureSEC source: 0001975719-26-000002 · wk-form4_1773346712.xml · derivative · entry 19 Lenkowsky Adam · CIK 0001975719 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,653 Underlying: Common Stock, $0.10 par value · 32,653 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 20:18 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionPerformance Shares · Derivative | 8,241 | $0.00 | $0.00 |
DisclosureSEC source: 0001975719-26-000002 · wk-form4_1773346712.xml · derivative · entry 18 Lenkowsky Adam · CIK 0001975719 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $0.10 par value · 8,241 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 20:18 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionPerformance Shares · Derivative | 12,002 | $0.00 | $0.00 |
DisclosureSEC source: 0001975719-26-000002 · wk-form4_1773346712.xml · derivative · entry 17 Lenkowsky Adam · CIK 0001975719 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $0.10 par value · 12,002 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 20:18 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionMarket Share Units · Derivative | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001975719-26-000002 · wk-form4_1773346712.xml · derivative · entry 16 Lenkowsky Adam · CIK 0001975719 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,001 Underlying: Common Stock, $0.10 par value · 2,000 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 20:18 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionMarket Share Units · Derivative | 1,828 | $0.00 | $0.00 |
DisclosureSEC source: 0001975719-26-000002 · wk-form4_1773346712.xml · derivative · entry 15 Lenkowsky Adam · CIK 0001975719 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $0.10 par value · 1,828 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 20:18 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 2,146 | $60.13 | $129,038.98 |
DisclosureSEC source: 0001975719-26-000002 · wk-form4_1773346712.xml · nonDerivative · entry 12 Lenkowsky Adam · CIK 0001975719 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,135 F3 · shares: Shares withheld for payment of taxes upon vesting of awards. Read SEC document |
| March 10, 2026 Filed Mar 12, 2026 20:18 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | OtherCommon Stock, $0.10 par value | 4,046 | $0.00 | $0.00 |
DisclosureSEC source: 0001975719-26-000002 · wk-form4_1773346712.xml · nonDerivative · entry 11 Lenkowsky Adam · CIK 0001975719 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,281 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 20:18 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionCommon Stock, $0.10 par value | 8,241 | $0.00 | $0.00 |
DisclosureSEC source: 0001975719-26-000002 · wk-form4_1773346712.xml · nonDerivative · entry 10 Lenkowsky Adam · CIK 0001975719 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,327 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 20:18 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 3,125 | $60.13 | $187,906.25 |
DisclosureSEC source: 0001975719-26-000002 · wk-form4_1773346712.xml · nonDerivative · entry 9 Lenkowsky Adam · CIK 0001975719 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,086 F3 · shares: Shares withheld for payment of taxes upon vesting of awards. Read SEC document |
| March 10, 2026 Filed Mar 12, 2026 20:18 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | OtherCommon Stock, $0.10 par value | 5,893 | $0.00 | $0.00 |
DisclosureSEC source: 0001975719-26-000002 · wk-form4_1773346712.xml · nonDerivative · entry 8 Lenkowsky Adam · CIK 0001975719 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,211 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 20:18 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionCommon Stock, $0.10 par value | 12,002 | $0.00 | $0.00 |
DisclosureSEC source: 0001975719-26-000002 · wk-form4_1773346712.xml · nonDerivative · entry 7 Lenkowsky Adam · CIK 0001975719 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,104 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 20:18 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 913 | $60.13 | $54,898.69 |
DisclosureSEC source: 0001975719-26-000002 · wk-form4_1773346712.xml · nonDerivative · entry 6 Lenkowsky Adam · CIK 0001975719 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,102 F3 · shares: Shares withheld for payment of taxes upon vesting of awards. Read SEC document |
| March 10, 2026 Filed Mar 12, 2026 20:18 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | OtherCommon Stock, $0.10 par value | 216 | $0.00 | $0.00 |
DisclosureSEC source: 0001975719-26-000002 · wk-form4_1773346712.xml · nonDerivative · entry 5 Lenkowsky Adam · CIK 0001975719 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,015 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 20:18 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionCommon Stock, $0.10 par value | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001975719-26-000002 · wk-form4_1773346712.xml · nonDerivative · entry 4 Lenkowsky Adam · CIK 0001975719 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,231 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 20:18 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 831 | $60.13 | $49,968.03 |
DisclosureSEC source: 0001975719-26-000002 · wk-form4_1773346712.xml · nonDerivative · entry 3 Lenkowsky Adam · CIK 0001975719 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,231 F3 · shares: Shares withheld for payment of taxes upon vesting of awards. Read SEC document |
| March 10, 2026 Filed Mar 12, 2026 20:18 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | OtherCommon Stock, $0.10 par value | 205 | $0.00 | $0.00 |
DisclosureSEC source: 0001975719-26-000002 · wk-form4_1773346712.xml · nonDerivative · entry 2 Lenkowsky Adam · CIK 0001975719 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,062 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 20:18 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionCommon Stock, $0.10 par value | 1,828 | $0.00 | $0.00 |
DisclosureSEC source: 0001975719-26-000002 · wk-form4_1773346712.xml · nonDerivative · entry 1 Lenkowsky Adam · CIK 0001975719 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,267 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 |
| November 03, 2025 Filed Nov 4, 2025 22:19 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantRestricted Stock Units · Derivative | 22,568 | $0.00 | $0.00 |
DisclosureSEC source: 0001975719-25-000004 · wk-form4_1762294790.xml · derivative · entry 4 Lenkowsky Adam · CIK 0001975719 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,568 Underlying: Common Stock, $0.10 par value · 22,568 shares Expires 2028-11-03 F2 · derivative.exercise_price: Each restricted stock unit converts into one share of common stock upon vesting. F3 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning on November 3, 2026. Read SEC document |
| May 01, 2025 Filed May 5, 2025 21:41 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | OtherMarket Share Units · Derivative | 1,373 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-25-000095 · wk-form4_1746481299.xml · derivative · entry 4 Lenkowsky Adam · CIK 0001975719 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,748 Underlying: Common Stock, $0.10 par value · 1,373 shares Expires 2027-05-10 F3 · 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 · shares: Represents the cancellation of one-quarter of market share units granted on May 1, 2023 due to the 80% minimum payout factor not being achieved. F5 · derivative.exercise_date: Twenty-five percent of the market share unit award will vest on each of the first, second, third and fourth anniversaries of the grant date. Read SEC document |
| March 10, 2025 Filed Mar 13, 2025 01:34 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantPerformance Shares · Derivative | 47,197 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-25-000069 · wk-form4_1741829659.xml · derivative · entry 20 Lenkowsky Adam · CIK 0001975719 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,197 Underlying: Common Stock, $0.10 par value · 47,197 shares Expires 2028-03-10 F14 · derivative.exercise_price: Each performance share converts into one share of common stock upon distribution in the first quarter of 2028, subject to certification of performance results by the Board. F14 · derivative.exercise_date: Each performance share converts into one share of common stock upon distribution in the first quarter of 2028, subject to certification of performance results by the Board. Read SEC document |
| March 10, 2025 Filed Mar 13, 2025 01:34 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionPerformance Shares · Derivative | 10,955 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-25-000069 · wk-form4_1741829659.xml · derivative · entry 19 Lenkowsky Adam · CIK 0001975719 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $0.10 par value · 10,955 shares Expires 2025-03-10 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. F13 · derivative.exercise_price: Each performance share converted into one share of common stock upon distribution in the first quarter of 2025 in accordance with the terms of the award and certification of performance results by the Board. F6 · derivative.exercise_date: Amount represents distribution of performance shares earned under the 2022-2024 Long-Term Performance Award. Read SEC document |
| March 10, 2025 Filed Mar 13, 2025 01:34 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantMarket Share Units · Derivative | 31,464 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-25-000069 · wk-form4_1741829659.xml · derivative · entry 18 Lenkowsky Adam · CIK 0001975719 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,464 Underlying: Common Stock, $0.10 par value · 31,464 shares Expires 2028-03-10 F11 · 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. F12 · 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, 2025 Filed Mar 13, 2025 01:34 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionMarket Share Units · Derivative | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-25-000069 · wk-form4_1741829659.xml · derivative · entry 17 Lenkowsky Adam · CIK 0001975719 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,001 Underlying: Common Stock, $0.10 par value · 2,000 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. 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 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%. F5 · derivative.exercise_date: Represents vesting of one-quarter of market share units granted on March 10, 2023. Read SEC document |
| March 10, 2025 Filed Mar 13, 2025 01:34 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionMarket Share Units · Derivative | 1,825 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-25-000069 · wk-form4_1741829659.xml · derivative · entry 16 Lenkowsky Adam · CIK 0001975719 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,828 Underlying: Common Stock, $0.10 par value · 1,825 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. 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 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, 2022. Read SEC document |
| March 10, 2025 Filed Mar 13, 2025 01:34 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionMarket Share Units · Derivative | 1,904 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-25-000069 · wk-form4_1741829659.xml · derivative · entry 15 Lenkowsky Adam · CIK 0001975719 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $0.10 par value · 1,904 shares Expires 2025-03-10 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 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 60% and the maximum payout factor is 200%. F1 · derivative.exercise_date: Represents vesting of one-quarter of market share units granted on March 10, 2021. Read SEC document |
| March 10, 2025 Filed Mar 13, 2025 01:34 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 3,538 | $63.11 | $223,283.18 |
DisclosureSEC source: 0000014272-25-000069 · wk-form4_1741829659.xml · nonDerivative · entry 12 Lenkowsky Adam · CIK 0001975719 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,439 F3 · shares: Shares withheld for payment of taxes upon vesting of awards. Read SEC document |
| March 10, 2025 Filed Mar 13, 2025 01:34 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | OtherCommon Stock, $0.10 par value | 4,040 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-25-000069 · wk-form4_1741829659.xml · nonDerivative · entry 11 Lenkowsky Adam · CIK 0001975719 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,977 F7 · 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, 2025 Filed Mar 13, 2025 01:34 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionCommon Stock, $0.10 par value | 10,955 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-25-000069 · wk-form4_1741829659.xml · nonDerivative · entry 10 Lenkowsky Adam · CIK 0001975719 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,017 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. F6 · shares: Amount represents distribution of performance shares earned under the 2022-2024 Long-Term Performance Award. Read SEC document |
| March 10, 2025 Filed Mar 13, 2025 01:34 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 849 | $63.11 | $53,580.39 |
DisclosureSEC source: 0000014272-25-000069 · wk-form4_1741829659.xml · nonDerivative · entry 9 Lenkowsky Adam · CIK 0001975719 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,062 F3 · shares: Shares withheld for payment of taxes upon vesting of awards. Read SEC document |
| March 10, 2025 Filed Mar 13, 2025 01:34 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | OtherCommon Stock, $0.10 par value | 341 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-25-000069 · wk-form4_1741829659.xml · nonDerivative · entry 8 Lenkowsky Adam · CIK 0001975719 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,911 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, 2025 Filed Mar 13, 2025 01:34 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionCommon Stock, $0.10 par value | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-25-000069 · wk-form4_1741829659.xml · nonDerivative · entry 7 Lenkowsky Adam · CIK 0001975719 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,252 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: Represents vesting of one-quarter of market share units granted on March 10, 2023. Read SEC document |
| March 10, 2025 Filed Mar 13, 2025 01:34 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 771 | $63.11 | $48,657.81 |
DisclosureSEC source: 0000014272-25-000069 · wk-form4_1741829659.xml · nonDerivative · entry 6 Lenkowsky Adam · CIK 0001975719 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,252 F3 · shares: Shares withheld for payment of taxes upon vesting of awards. Read SEC document |
| March 10, 2025 Filed Mar 13, 2025 01:34 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | OtherCommon Stock, $0.10 par value | 318 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-25-000069 · wk-form4_1741829659.xml · nonDerivative · entry 5 Lenkowsky Adam · CIK 0001975719 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,023 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, 2025 Filed Mar 13, 2025 01:34 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionCommon Stock, $0.10 par value | 1,825 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-25-000069 · wk-form4_1741829659.xml · nonDerivative · entry 4 Lenkowsky Adam · CIK 0001975719 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,341 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, 2022. Read SEC document |
| March 10, 2025 Filed Mar 13, 2025 01:34 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 907 | $63.11 | $57,240.77 |
DisclosureSEC source: 0000014272-25-000069 · wk-form4_1741829659.xml · nonDerivative · entry 3 Lenkowsky Adam · CIK 0001975719 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,516 F3 · shares: Shares withheld for payment of taxes upon vesting of awards. Read SEC document |
| March 10, 2025 Filed Mar 13, 2025 01:34 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | OtherCommon Stock, $0.10 par value | 131 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-25-000069 · wk-form4_1741829659.xml · nonDerivative · entry 2 Lenkowsky Adam · CIK 0001975719 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,423 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, 2025 Filed Mar 13, 2025 01:34 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionCommon Stock, $0.10 par value | 1,904 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-25-000069 · wk-form4_1741829659.xml · nonDerivative · entry 1 Lenkowsky Adam · CIK 0001975719 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,554 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, 2021. Read SEC document |
| May 01, 2024 Filed May 3, 2024 22:45 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | OtherMarket Share Units · Derivative | 1,373 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-24-000098 · wk-form4_1714776300.xml · derivative · entry 4 Lenkowsky Adam · CIK 0001975719 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,121 Underlying: Common Stock, $0.10 par value · 1,373 shares Expires 2027-05-10 F2 · 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%. F3 · shares: Represents the cancellation of one-quarter of market share units granted on May 1, 2023 due to the 80% minimum payout factor not being achieved. F4 · derivative.exercise_date: Twenty-five percent of the market share unit award will vest on each of the first, second, third and fourth anniversaries of the grant date. Read SEC document |
| March 10, 2024 Filed Mar 13, 2024 01:54 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantPerformance Shares · Derivative | 31,347 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-24-000078 · wk-form4_1710294886.xml · derivative · entry 18 Lenkowsky Adam · CIK 0001975719 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,347 Underlying: Common Stock, $0.10 par value · 31,347 shares Expires 2027-03-10 F14 · derivative.exercise_price: Each performance share converts into one share of common stock upon distribution in the first quarter of 2027. F14 · derivative.exercise_date: Each performance share converts into one share of common stock upon distribution in the first quarter of 2027. Read SEC document |
| March 10, 2024 Filed Mar 13, 2024 01:54 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionPerformance Shares · Derivative | 11,416 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-24-000078 · wk-form4_1710294886.xml · derivative · entry 17 Lenkowsky Adam · CIK 0001975719 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $0.10 par value · 11,416 shares Expires 2024-03-10 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. F13 · derivative.exercise_price: Each performance share converts into one share of common stock upon distribution in the first quarter of 2024, subject to a Total Shareholder Return. F13 · derivative.exercise_date: Each performance share converts into one share of common stock upon distribution in the first quarter of 2024, subject to a Total Shareholder Return. Read SEC document |
| March 10, 2024 Filed Mar 13, 2024 01:54 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantMarket Share Units · Derivative | 20,898 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-24-000078 · wk-form4_1710294886.xml · derivative · entry 16 Lenkowsky Adam · CIK 0001975719 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,898 Underlying: Common Stock, $0.10 par value · 20,898 shares Expires 2028-03-10 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 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%. F11 · derivative.exercise_date: Twenty-five percent of the market share unit award will vest on each of the first, second, third and fourth anniversaries of the grant date. Read SEC document |
| March 10, 2024 Filed Mar 13, 2024 01:54 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | OtherMarket Share Units · Derivative | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-24-000078 · wk-form4_1710294886.xml · derivative · entry 15 Lenkowsky Adam · CIK 0001975719 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,001 Underlying: Common Stock, $0.10 par value · 2,000 shares Expires 2027-03-10 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 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%. F12 · shares: Represents the cancellation of one-quarter of market share units granted on March 10, 2023 due to the 80% minimum payout factor not being achieved. F11 · derivative.exercise_date: Twenty-five percent of the market share unit award will vest on each of the first, second, third and fourth anniversaries of the grant date. Read SEC document |
| March 10, 2024 Filed Mar 13, 2024 01:54 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | OtherMarket Share Units · Derivative | 1,825 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-24-000078 · wk-form4_1710294886.xml · derivative · entry 14 Lenkowsky Adam · CIK 0001975719 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,653 Underlying: Common Stock, $0.10 par value · 1,825 shares Expires 2026-03-10 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 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%. F10 · shares: Represents the cancellation of one-quarter of market share units granted on March 10, 2022 due to the 80% minimum payout factor not being achieved. F11 · derivative.exercise_date: Twenty-five percent of the market share unit award will vest on each of the first, second, third and fourth anniversaries of the grant date. Read SEC document |
| March 10, 2024 Filed Mar 13, 2024 01:54 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionMarket Share Units · Derivative | 1,902 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-24-000078 · wk-form4_1710294886.xml · derivative · entry 13 Lenkowsky Adam · CIK 0001975719 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,904 Underlying: Common Stock, $0.10 par value · 1,902 shares Expires 2025-03-10 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 60% and the maximum payout factor is 200%. F4 · derivative.exercise_date: Represents vesting of one-quarter of market share units granted on March 10, 2021. Read SEC document |
| March 10, 2024 Filed Mar 13, 2024 01:54 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionMarket Share Units · Derivative | 1,698 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-24-000078 · wk-form4_1710294886.xml · derivative · entry 12 Lenkowsky Adam · CIK 0001975719 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $0.10 par value · 1,698 shares Expires 2024-03-10 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 60% and the maximum payout factor is 200%. F1 · derivative.exercise_date: Represents vesting of one-quarter of market share units granted on March 10, 2020. 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.