Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BRISTOL MYERS SQUIBB COBMY · Entity 1662 | EVP, Chief Supply Chain & Ops | April 01, 2026 | April 02, 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 April 01, 2026 · Filed April 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.10 par valueSEC Table I · non-derivative | Direct | 25,888 |
Ending reported balance
After 2026-04-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-04-01 · Exercise / conversion · Acquired 3,307 · Balance 27,580 F1: The restricted stock units vested in four equal annual installments beginning on April 1, 2023. Row 2 · 2026-04-01 · Tax withholding · Disposed 1,692 · Balance 25,888 F2: Shares withheld for payment of taxes upon vesting of awards. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2026-04-01 | Direct | 0 |
Reported balance
After 2026-04-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-04-01 · Exercise / conversion · Disposed 3,307 · Balance 0 F4: Each restricted stock unit converts into one share of common stock upon vesting. F1: The restricted stock units vested in four equal annual installments beginning on April 1, 2023. |
| Common Stock, $0.10 par valueSEC Table I · non-derivative | IndirectBMS Savings and Investment Program | 1,457.74 |
Reported balance
Holding disclosure · report date 2026-04-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,457.74 F3: Based on recent 401(k) plan statement. |
Filing footnotes · ownership attribution and instrument terms
F1: The restricted stock units vested in four equal annual installments beginning on April 1, 2023.
F2: Shares withheld for payment of taxes upon vesting of awards.
F3: Based on recent 401(k) plan statement.
F4: Each restricted stock unit converts into one share of common stock upon vesting.
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 |
|---|---|---|---|---|---|---|
| April 01, 2026 Filed Apr 2, 2026 20:30 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionRestricted Stock Units · Derivative | 3,307 | $0.00 | $0.00 |
DisclosureSEC source: 0001917325-26-000004 · wk-form4_1775161840.xml · derivative · entry 4 Shanahan Karin · CIK 0001917325 · EVP, Chief Supply Chain & Ops 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $0.10 par value · 3,307 shares Expires 2026-04-01 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. F4 · derivative.exercise_price: Each restricted stock unit converts into one share of common stock upon vesting. F1 · derivative.exercise_date: The restricted stock units vested in four equal annual installments beginning on April 1, 2023. Read SEC document |
| April 01, 2026 Filed Apr 2, 2026 20:30 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 1,692 | $61.73 | $104,447.16 |
DisclosureSEC source: 0001917325-26-000004 · wk-form4_1775161840.xml · nonDerivative · entry 2 Shanahan Karin · CIK 0001917325 · EVP, Chief Supply Chain & Ops 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,888 F2 · shares: Shares withheld for payment of taxes upon vesting of awards. Read SEC document |
| April 01, 2026 Filed Apr 2, 2026 20:30 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionCommon Stock, $0.10 par value | 3,307 | $0.00 | $0.00 |
DisclosureSEC source: 0001917325-26-000004 · wk-form4_1775161840.xml · nonDerivative · entry 1 Shanahan Karin · CIK 0001917325 · EVP, Chief Supply Chain & Ops 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,580 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: The restricted stock units vested in four equal annual installments beginning on April 1, 2023. Read SEC document |
| March 10, 2026 Filed Mar 12, 2026 20:21 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantPerformance Shares · Derivative | 31,837 | $0.00 | $0.00 |
DisclosureSEC source: 0001917325-26-000002 · wk-form4_1773346864.xml · derivative · entry 15 Shanahan Karin · CIK 0001917325 · EVP, Chief Supply Chain & Ops 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,837 Underlying: Common Stock, $0.10 par value · 31,837 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 20:21 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantMarket Share Units · Derivative | 21,224 | $0.00 | $0.00 |
DisclosureSEC source: 0001917325-26-000002 · wk-form4_1773346864.xml · derivative · entry 14 Shanahan Karin · CIK 0001917325 · EVP, Chief Supply Chain & Ops 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,224 Underlying: Common Stock, $0.10 par value · 21,224 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 20:21 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionPerformance Shares · Derivative | 19,760 | $0.00 | $0.00 |
DisclosureSEC source: 0001917325-26-000002 · wk-form4_1773346864.xml · derivative · entry 13 Shanahan Karin · CIK 0001917325 · EVP, Chief Supply Chain & Ops 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $0.10 par value · 19,760 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 20:21 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionMarket Share Units · Derivative | 3,293 | $0.00 | $0.00 |
DisclosureSEC source: 0001917325-26-000002 · wk-form4_1773346864.xml · derivative · entry 12 Shanahan Karin · CIK 0001917325 · EVP, Chief Supply Chain & Ops 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,294 Underlying: Common Stock, $0.10 par value · 3,293 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 20:21 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionMarket Share Units · Derivative | 2,448 | $0.00 | $0.00 |
DisclosureSEC source: 0001917325-26-000002 · wk-form4_1773346864.xml · derivative · entry 11 Shanahan Karin · CIK 0001917325 · EVP, Chief Supply Chain & Ops 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $0.10 par value · 2,448 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 20:21 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 5,145 | $60.13 | $309,368.85 |
DisclosureSEC source: 0001917325-26-000002 · wk-form4_1773346864.xml · nonDerivative · entry 9 Shanahan Karin · CIK 0001917325 · EVP, Chief Supply Chain & Ops 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,273 F3 · shares: Shares withheld for payment of taxes upon vesting of awards. Read SEC document |
| March 10, 2026 Filed Mar 12, 2026 20:21 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | OtherCommon Stock, $0.10 par value | 9,702 | $0.00 | $0.00 |
DisclosureSEC source: 0001917325-26-000002 · wk-form4_1773346864.xml · nonDerivative · entry 8 Shanahan Karin · CIK 0001917325 · EVP, Chief Supply Chain & Ops 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,418 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 20:21 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionCommon Stock, $0.10 par value | 19,760 | $0.00 | $0.00 |
DisclosureSEC source: 0001917325-26-000002 · wk-form4_1773346864.xml · nonDerivative · entry 7 Shanahan Karin · CIK 0001917325 · EVP, Chief Supply Chain & Ops 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,120 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 20:21 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 1,503 | $60.13 | $90,375.39 |
DisclosureSEC source: 0001917325-26-000002 · wk-form4_1773346864.xml · nonDerivative · entry 6 Shanahan Karin · CIK 0001917325 · EVP, Chief Supply Chain & Ops 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,360 F3 · shares: Shares withheld for payment of taxes upon vesting of awards. Read SEC document |
| March 10, 2026 Filed Mar 12, 2026 20:21 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | OtherCommon Stock, $0.10 par value | 356 | $0.00 | $0.00 |
DisclosureSEC source: 0001917325-26-000002 · wk-form4_1773346864.xml · nonDerivative · entry 5 Shanahan Karin · CIK 0001917325 · EVP, Chief Supply Chain & Ops 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,863 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 20:21 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionCommon Stock, $0.10 par value | 3,293 | $0.00 | $0.00 |
DisclosureSEC source: 0001917325-26-000002 · wk-form4_1773346864.xml · nonDerivative · entry 4 Shanahan Karin · CIK 0001917325 · EVP, Chief Supply Chain & Ops 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,219 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 20:21 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 1,112 | $60.13 | $66,864.56 |
DisclosureSEC source: 0001917325-26-000002 · wk-form4_1773346864.xml · nonDerivative · entry 3 Shanahan Karin · CIK 0001917325 · EVP, Chief Supply Chain & Ops 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,926 F3 · shares: Shares withheld for payment of taxes upon vesting of awards. Read SEC document |
| March 10, 2026 Filed Mar 12, 2026 20:21 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | OtherCommon Stock, $0.10 par value | 275 | $0.00 | $0.00 |
DisclosureSEC source: 0001917325-26-000002 · wk-form4_1773346864.xml · nonDerivative · entry 2 Shanahan Karin · CIK 0001917325 · EVP, Chief Supply Chain & Ops 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,038 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 20:21 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionCommon Stock, $0.10 par value | 2,448 | $0.00 | $0.00 |
DisclosureSEC source: 0001917325-26-000002 · wk-form4_1773346864.xml · nonDerivative · entry 1 Shanahan Karin · CIK 0001917325 · EVP, Chief Supply Chain & Ops 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,313 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 01, 2025 Filed Nov 4, 2025 22:13 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionRestricted Stock Units · Derivative | 6,281 | $0.00 | $0.00 |
DisclosureSEC source: 0001917325-25-000004 · wk-form4_1762294425.xml · derivative · entry 4 Shanahan Karin · CIK 0001917325 · EVP, Chief Supply Chain & Ops 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,562 Underlying: Common Stock, $0.10 par value · 6,281 shares Expires 2027-11-01 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. F4 · derivative.exercise_price: Each restricted stock unit converts into one share of common stock upon vesting. F5 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning on November 1, 2025. Read SEC document |
| November 01, 2025 Filed Nov 4, 2025 22:13 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 3,213 | $46.07 | $148,022.91 |
DisclosureSEC source: 0001917325-25-000004 · wk-form4_1762294425.xml · nonDerivative · entry 2 Shanahan Karin · CIK 0001917325 · EVP, Chief Supply Chain & Ops 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,865 F2 · shares: Shares withheld for payment of taxes upon vesting of awards. Read SEC document |
| November 01, 2025 Filed Nov 4, 2025 22:13 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionCommon Stock, $0.10 par value | 6,281 | $0.00 | $0.00 |
DisclosureSEC source: 0001917325-25-000004 · wk-form4_1762294425.xml · nonDerivative · entry 1 Shanahan Karin · CIK 0001917325 · EVP, Chief Supply Chain & Ops 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,078 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-third of restricted stock units granted on November 1, 2024. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 21:15 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionRestricted Stock Units · Derivative | 3,306 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-25-000087 · wk-form4_1743714925.xml · derivative · entry 4 Shanahan Karin · CIK 0001917325 · EVP, Glob. Prod. Dev. & Supply 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,307 Underlying: Common Stock, $0.10 par value · 3,306 shares Expires 2026-04-01 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. F4 · derivative.exercise_price: Each restricted stock unit converts into one share of common stock upon vesting. F1 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2023. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 21:15 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 1,692 | $59.55 | $100,758.60 |
DisclosureSEC source: 0000014272-25-000087 · wk-form4_1743714925.xml · nonDerivative · entry 2 Shanahan Karin · CIK 0001917325 · EVP, Glob. Prod. Dev. & Supply 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,797 F2 · shares: Shares withheld for payment of taxes upon vesting of awards. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 21:15 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionCommon Stock, $0.10 par value | 3,306 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-25-000087 · wk-form4_1743714925.xml · nonDerivative · entry 1 Shanahan Karin · CIK 0001917325 · EVP, Glob. Prod. Dev. & Supply 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,489 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: The restricted stock units vest in four equal annual installments beginning on April 1, 2023. Read SEC document |
| March 10, 2025 Filed Mar 13, 2025 01:35 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantPerformance Shares · Derivative | 30,126 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-25-000070 · wk-form4_1741829705.xml · derivative · entry 15 Shanahan Karin · CIK 0001917325 · EVP, Glob. Prod. Dev. & Supply 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,126 Underlying: Common Stock, $0.10 par value · 30,126 shares Expires 2028-03-10 F12 · 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. F12 · 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 01:35 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionPerformance Shares · Derivative | 14,683 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-25-000070 · wk-form4_1741829705.xml · derivative · entry 14 Shanahan Karin · CIK 0001917325 · EVP, Glob. Prod. Dev. & Supply 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $0.10 par value · 14,683 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. F11 · 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. F5 · 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 01:35 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantMarket Share Units · Derivative | 20,084 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-25-000070 · wk-form4_1741829705.xml · derivative · entry 13 Shanahan Karin · CIK 0001917325 · EVP, Glob. Prod. Dev. & Supply 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,084 Underlying: Common Stock, $0.10 par value · 20,084 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 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, 2025 Filed Mar 13, 2025 01:35 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionMarket Share Units · Derivative | 3,293 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-25-000070 · wk-form4_1741829705.xml · derivative · entry 12 Shanahan Karin · CIK 0001917325 · EVP, Glob. Prod. Dev. & Supply 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,587 Underlying: Common Stock, $0.10 par value · 3,293 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, 2025 Filed Mar 13, 2025 01:35 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionMarket Share Units · Derivative | 2,447 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-25-000070 · wk-form4_1741829705.xml · derivative · entry 11 Shanahan Karin · CIK 0001917325 · EVP, Glob. Prod. Dev. & Supply 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,448 Underlying: Common Stock, $0.10 par value · 2,447 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, 2025 Filed Mar 13, 2025 01:35 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 4,741 | $63.11 | $299,204.51 |
DisclosureSEC source: 0000014272-25-000070 · wk-form4_1741829705.xml · nonDerivative · entry 9 Shanahan Karin · CIK 0001917325 · EVP, Glob. Prod. Dev. & Supply 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,183 F3 · shares: Shares withheld for payment of taxes upon vesting of awards. Read SEC document |
| March 10, 2025 Filed Mar 13, 2025 01:35 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | OtherCommon Stock, $0.10 par value | 5,415 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-25-000070 · wk-form4_1741829705.xml · nonDerivative · entry 8 Shanahan Karin · CIK 0001917325 · EVP, Glob. Prod. Dev. & Supply 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,924 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, 2025 Filed Mar 13, 2025 01:35 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionCommon Stock, $0.10 par value | 14,683 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-25-000070 · wk-form4_1741829705.xml · nonDerivative · entry 7 Shanahan Karin · CIK 0001917325 · EVP, Glob. Prod. Dev. & Supply 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,339 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 2022-2024 Long-Term Performance Award. Read SEC document |
| March 10, 2025 Filed Mar 13, 2025 01:35 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 1,398 | $63.11 | $88,227.78 |
DisclosureSEC source: 0000014272-25-000070 · wk-form4_1741829705.xml · nonDerivative · entry 6 Shanahan Karin · CIK 0001917325 · EVP, Glob. Prod. Dev. & Supply 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,656 F3 · shares: Shares withheld for payment of taxes upon vesting of awards. Read SEC document |
| March 10, 2025 Filed Mar 13, 2025 01:35 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | OtherCommon Stock, $0.10 par value | 561 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-25-000070 · wk-form4_1741829705.xml · nonDerivative · entry 5 Shanahan Karin · CIK 0001917325 · EVP, Glob. Prod. Dev. & Supply 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,054 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 01:35 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionCommon Stock, $0.10 par value | 3,293 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-25-000070 · wk-form4_1741829705.xml · nonDerivative · entry 4 Shanahan Karin · CIK 0001917325 · EVP, Glob. Prod. Dev. & Supply 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,615 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, 2025 Filed Mar 13, 2025 01:35 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 1,034 | $63.11 | $65,255.74 |
DisclosureSEC source: 0000014272-25-000070 · wk-form4_1741829705.xml · nonDerivative · entry 3 Shanahan Karin · CIK 0001917325 · EVP, Glob. Prod. Dev. & Supply 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,322 F3 · shares: Shares withheld for payment of taxes upon vesting of awards. Read SEC document |
| March 10, 2025 Filed Mar 13, 2025 01:35 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | OtherCommon Stock, $0.10 par value | 427 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-25-000070 · wk-form4_1741829705.xml · nonDerivative · entry 2 Shanahan Karin · CIK 0001917325 · EVP, Glob. Prod. Dev. & Supply 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,356 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 01:35 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionCommon Stock, $0.10 par value | 2,447 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-25-000070 · wk-form4_1741829705.xml · nonDerivative · entry 1 Shanahan Karin · CIK 0001917325 · EVP, Glob. Prod. Dev. & Supply 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,783 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 01, 2024 Filed Nov 5, 2024 22:50 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantRestricted Stock Units · Derivative | 18,843 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-24-000155 · wk-form4_1730847051.xml · derivative · entry 3 Shanahan Karin · CIK 0001917325 · EVP, Glob. Prod. Dev. & Supply 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,843 Underlying: Common Stock, $0.10 par value · 18,843 shares Expires 2027-11-01 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 1, 2025. Read SEC document |
| April 01, 2024 Filed Apr 2, 2024 22:45 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionRestricted Stock Units · Derivative | 3,306 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-24-000092 · wk-form4_1712097920.xml · derivative · entry 4 Shanahan Karin · CIK 0001917325 · EVP, Glob. Prod. Dev. & Supply 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,613 Underlying: Common Stock, $0.10 par value · 3,306 shares Expires 2026-04-01 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. F4 · derivative.exercise_price: Each restricted stock unit converts into one share of common stock upon vesting. F1 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2023. Read SEC document |
| April 01, 2024 Filed Apr 2, 2024 22:45 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 1,196 | $52.99 | $63,376.04 |
DisclosureSEC source: 0000014272-24-000092 · wk-form4_1712097920.xml · nonDerivative · entry 2 Shanahan Karin · CIK 0001917325 · EVP, Glob. Prod. Dev. & Supply 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,336 F2 · shares: Shares withheld for payment of taxes upon vesting of award. Read SEC document |
| April 01, 2024 Filed Apr 2, 2024 22:45 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionCommon Stock, $0.10 par value | 3,306 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-24-000092 · wk-form4_1712097920.xml · nonDerivative · entry 1 Shanahan Karin · CIK 0001917325 · EVP, Glob. Prod. Dev. & Supply 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,532 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: The restricted stock units vest in four equal annual installments beginning on April 1, 2023. Read SEC document |
| March 10, 2024 Filed Mar 12, 2024 21:50 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantPerformance Shares · Derivative | 34,830 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-24-000060 · wk-form4_1710280224.xml · derivative · entry 6 Shanahan Karin · CIK 0001917325 · EVP, Glob. Prod. Dev. & Supply 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,830 Underlying: Common Stock, $0.10 par value · 34,830 shares Expires 2027-03-10 F6 · derivative.exercise_price: Each performance share converts into one share of common stock upon distribution in the first quarter of 2027. F6 · 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 12, 2024 21:50 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantMarket Share Units · Derivative | 23,220 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-24-000060 · wk-form4_1710280224.xml · derivative · entry 5 Shanahan Karin · CIK 0001917325 · EVP, Glob. Prod. Dev. & Supply 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,220 Underlying: Common Stock, $0.10 par value · 23,220 shares Expires 2028-03-10 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%. 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 12, 2024 21:50 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | OtherMarket Share Units · Derivative | 3,293 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-24-000060 · wk-form4_1710280224.xml · derivative · entry 4 Shanahan Karin · CIK 0001917325 · EVP, Glob. Prod. Dev. & Supply 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,880 Underlying: Common Stock, $0.10 par value · 3,293 shares Expires 2027-03-10 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%. F5 · 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. 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 12, 2024 21:50 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | OtherMarket Share Units · Derivative | 2,447 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-24-000060 · wk-form4_1710280224.xml · derivative · entry 3 Shanahan Karin · CIK 0001917325 · EVP, Glob. Prod. Dev. & Supply 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,895 Underlying: Common Stock, $0.10 par value · 2,447 shares Expires 2026-03-10 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 March 10, 2022 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 |
| April 01, 2023 Filed Apr 5, 2023 00:40 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionRestricted Stock Units · Derivative | 3,306 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-23-000097 · wf-form4_168065518679814.xml · derivative · entry 4 Shanahan Karin · CIK 0001917325 · EVP, Glob. Prod. Dev. & Supply 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,919 Underlying: Common Stock, $0.10 par value · 3,306 shares Expires 2026-04-01 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. F3 · derivative.exercise_price: Each restricted stock unit converts into one share of common stock upon vesting. F1 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2023. Read SEC document |
| April 01, 2023 Filed Apr 5, 2023 00:40 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Tax withholdingCommon Stock, $0.10 par value | 1,692 | $69.31 | $117,272.52 |
DisclosureSEC source: 0000014272-23-000097 · wf-form4_168065518679814.xml · nonDerivative · entry 2 Shanahan Karin · CIK 0001917325 · EVP, Glob. Prod. Dev. & Supply 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,226 F2 · shares: Shares withheld for payment of taxes upon vesting of award. Read SEC document |
| April 01, 2023 Filed Apr 5, 2023 00:40 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | Exercise / conversionCommon Stock, $0.10 par value | 3,306 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-23-000097 · wf-form4_168065518679814.xml · nonDerivative · entry 1 Shanahan Karin · CIK 0001917325 · EVP, Glob. Prod. Dev. & Supply 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,918 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: The restricted stock units vest in four equal annual installments beginning on April 1, 2023. Read SEC document |
| March 10, 2023 Filed Mar 15, 2023 00:12 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantPerformance Shares · Derivative | 19,760 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-23-000054 · wf-form4_167883915023684.xml · derivative · entry 7 Shanahan Karin · CIK 0001917325 · EVP, Glob. Prod. Dev. & Supply 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,760 Underlying: Common Stock, $0.10 par value · 19,760 shares Expires 2026-03-10 F7 · derivative.exercise_price: Each performance share converts into one share of common stock upon distribution in the first quarter of 2026. F7 · derivative.exercise_date: Each performance share converts into one share of common stock upon distribution in the first quarter of 2026. Read SEC document |
| March 10, 2023 Filed Mar 15, 2023 00:12 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantMarket Share Units · Derivative | 13,173 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-23-000054 · wf-form4_167883915023684.xml · derivative · entry 6 Shanahan Karin · CIK 0001917325 · EVP, Glob. Prod. Dev. & Supply 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,173 Underlying: Common Stock, $0.10 par value · 13,173 shares Expires 2027-03-10 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%. F6 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.