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Hoch Lynelle

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14829
SEC CIK
0002005382

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CompanyLast reported asReport datePublished
BRISTOL MYERS SQUIBB COBMY · Entity 1662President, Cell Therapy Org.March 10, 2026March 12, 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 March 10, 2026 · Filed March 12, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common Stock, $0.10 par valueSEC Table I · non-derivativeDirect8,210 Ending reported balance After 2026-03-10 transaction · row 9
9 source rows · reconciled sequence

Row 1 · 2026-03-10 · Exercise / conversion · Acquired 838 · Balance 5,549

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

Row 2 · 2026-03-10 · Other · Disposed 94 · Balance 5,455

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 · 2026-03-10 · Tax withholding · Disposed 212 · Balance 5,243

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

Row 4 · 2026-03-10 · Exercise / conversion · Acquired 1,050 · Balance 6,293

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

Row 5 · 2026-03-10 · Other · Disposed 113 · Balance 6,180

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

Row 6 · 2026-03-10 · Tax withholding · Disposed 267 · Balance 5,913

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

Row 7 · 2026-03-10 · Exercise / conversion · Acquired 6,304 · Balance 12,217

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

Row 8 · 2026-03-10 · Other · Disposed 3,095 · Balance 9,122

F6: 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.

Row 9 · 2026-03-10 · Tax withholding · Disposed 912 · Balance 8,210

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

Market Share UnitsSEC Table II · derivative / convertible security · Expires 2026-03-10Direct0 Reported balance After 2026-03-10 transaction · row 10 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 10 · 2026-03-10 · Exercise / conversion · Disposed 838 · Balance 0

F7: 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 March 10, 2022.

Market Share UnitsSEC Table II · derivative / convertible security · Expires 2027-03-10Direct1,052 Reported balance After 2026-03-10 transaction · row 11 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 11 · 2026-03-10 · Exercise / conversion · Disposed 1,050 · Balance 1,052

F7: 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: Represents vesting of one-quarter of market share units granted on March 10, 2023.

Market Share UnitsSEC Table II · derivative / convertible security · Expires 2029-03-10Direct6,531 Reported balance After 2026-03-10 transaction · row 13 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 13 · 2026-03-10 · Grant · Acquired 6,531 · Balance 6,531

F9: 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: These market share units cliff vest on the third anniversary of the grant date, subject to certification of performance results by the Board.

Performance SharesSEC Table II · derivative / convertible security · Expires 2026-03-10Direct0 Reported balance After 2026-03-10 transaction · row 12 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 12 · 2026-03-10 · Exercise / conversion · Disposed 6,304 · Balance 0

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

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

Performance SharesSEC Table II · derivative / convertible security · Expires 2029-03-10Direct9,796 Reported balance After 2026-03-10 transaction · row 14 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 14 · 2026-03-10 · Grant · Acquired 9,796 · Balance 9,796

F11: 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.

Filing footnotes · ownership attribution and instrument terms

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

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

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

F6: 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.

F7: 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%.

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

F9: 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: These market share units cliff vest on the third anniversary of the grant date, subject to certification of performance results by the Board.

F11: 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.

Transaction history

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

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

Transaction dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
March 10, 2026 Filed Mar 12, 2026 20:17 UTC BRISTOL MYERS SQUIBB CO BMY · Entity 1662 GrantPerformance Shares · Derivative 9,796 $0.00 $0.00
Disclosure

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

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,796

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

Expires 2029-03-10

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

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

Read SEC document
March 10, 2026 Filed Mar 12, 2026 20:17 UTC BRISTOL MYERS SQUIBB CO BMY · Entity 1662 GrantMarket Share Units · Derivative 6,531 $0.00 $0.00
Disclosure

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

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,531

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

Expires 2029-03-10

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

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

Read SEC document
March 10, 2026 Filed Mar 12, 2026 20:17 UTC BRISTOL MYERS SQUIBB CO BMY · Entity 1662 Exercise / conversionPerformance Shares · Derivative 6,304 $0.00 $0.00
Disclosure

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

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

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

Expires 2026-03-10

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

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

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

Read SEC document
March 10, 2026 Filed Mar 12, 2026 20:17 UTC BRISTOL MYERS SQUIBB CO BMY · Entity 1662 Exercise / conversionMarket Share Units · Derivative 1,050 $0.00 $0.00
Disclosure

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

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,052

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

Expires 2027-03-10

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

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

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

Read SEC document
March 10, 2026 Filed Mar 12, 2026 20:17 UTC BRISTOL MYERS SQUIBB CO BMY · Entity 1662 Exercise / conversionMarket Share Units · Derivative 838 $0.00 $0.00
Disclosure

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

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

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

Expires 2026-03-10

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

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

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

Read SEC document
March 10, 2026 Filed Mar 12, 2026 20:17 UTC BRISTOL MYERS SQUIBB CO BMY · Entity 1662 Tax withholdingCommon Stock, $0.10 par value 912 $60.13 $54,838.56
Disclosure

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

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,210

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

Read SEC document
March 10, 2026 Filed Mar 12, 2026 20:17 UTC BRISTOL MYERS SQUIBB CO BMY · Entity 1662 OtherCommon Stock, $0.10 par value 3,095 $0.00 $0.00
Disclosure

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

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,122

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

Read SEC document
March 10, 2026 Filed Mar 12, 2026 20:17 UTC BRISTOL MYERS SQUIBB CO BMY · Entity 1662 Exercise / conversionCommon Stock, $0.10 par value 6,304 $0.00 $0.00
Disclosure

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

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,217

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

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

Read SEC document
March 10, 2026 Filed Mar 12, 2026 20:17 UTC BRISTOL MYERS SQUIBB CO BMY · Entity 1662 Tax withholdingCommon Stock, $0.10 par value 267 $60.13 $16,054.71
Disclosure

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

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,913

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

Read SEC document
March 10, 2026 Filed Mar 12, 2026 20:17 UTC BRISTOL MYERS SQUIBB CO BMY · Entity 1662 OtherCommon Stock, $0.10 par value 113 $0.00 $0.00
Disclosure

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

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,180

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

Read SEC document
March 10, 2026 Filed Mar 12, 2026 20:17 UTC BRISTOL MYERS SQUIBB CO BMY · Entity 1662 Exercise / conversionCommon Stock, $0.10 par value 1,050 $0.00 $0.00
Disclosure

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

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,293

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

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

Read SEC document
March 10, 2026 Filed Mar 12, 2026 20:17 UTC BRISTOL MYERS SQUIBB CO BMY · Entity 1662 Tax withholdingCommon Stock, $0.10 par value 212 $60.13 $12,747.56
Disclosure

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

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,243

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

Read SEC document
March 10, 2026 Filed Mar 12, 2026 20:17 UTC BRISTOL MYERS SQUIBB CO BMY · Entity 1662 OtherCommon Stock, $0.10 par value 94 $0.00 $0.00
Disclosure

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

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,455

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

Read SEC document
March 10, 2026 Filed Mar 12, 2026 20:17 UTC BRISTOL MYERS SQUIBB CO BMY · Entity 1662 Exercise / conversionCommon Stock, $0.10 par value 838 $0.00 $0.00
Disclosure

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

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,549

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

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

Read SEC document
March 10, 2025 Filed Mar 13, 2025 01:31 UTC BRISTOL MYERS SQUIBB CO BMY · Entity 1662 GrantPerformance Shares · Derivative 7,531 $0.00 $0.00
Disclosure

SEC source: 0000014272-25-000065 · wk-form4_1741829503.xml · derivative · entry 18

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,531

Underlying: Common Stock, $0.10 par value · 7,531 shares

Expires 2028-03-10

F13 · 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.

F13 · 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 01:31 UTC BRISTOL MYERS SQUIBB CO BMY · Entity 1662 Exercise / conversionPerformance Shares · Derivative 5,015 $0.00 $0.00
Disclosure

SEC source: 0000014272-25-000065 · wk-form4_1741829503.xml · derivative · entry 17

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, $0.10 par value · 5,015 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.

F12 · 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 01:31 UTC BRISTOL MYERS SQUIBB CO BMY · Entity 1662 GrantMarket Share Units · Derivative 5,021 $0.00 $0.00
Disclosure

SEC source: 0000014272-25-000065 · wk-form4_1741829503.xml · derivative · entry 16

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,021

Underlying: Common Stock, $0.10 par value · 5,021 shares

Expires 2028-03-10

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, 2025 Filed Mar 13, 2025 01:31 UTC BRISTOL MYERS SQUIBB CO BMY · Entity 1662 Exercise / conversionMarket Share Units · Derivative 1,050 $0.00 $0.00
Disclosure

SEC source: 0000014272-25-000065 · wk-form4_1741829503.xml · derivative · entry 15

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,102

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

Expires 2027-03-10

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

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%.

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 01:31 UTC BRISTOL MYERS SQUIBB CO BMY · Entity 1662 Exercise / conversionMarket Share Units · Derivative 835 $0.00 $0.00
Disclosure

SEC source: 0000014272-25-000065 · wk-form4_1741829503.xml · derivative · entry 14

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 838

Underlying: Common Stock, $0.10 par value · 835 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 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 01:31 UTC BRISTOL MYERS SQUIBB CO BMY · Entity 1662 Exercise / conversionMarket Share Units · Derivative 546 $0.00 $0.00
Disclosure

SEC source: 0000014272-25-000065 · wk-form4_1741829503.xml · derivative · entry 13

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, $0.10 par value · 546 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%.

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 01:31 UTC BRISTOL MYERS SQUIBB CO BMY · Entity 1662 Tax withholdingCommon Stock, $0.10 par value 1,359 $63.11 $85,766.49
Disclosure

SEC source: 0000014272-25-000065 · wk-form4_1741829503.xml · nonDerivative · entry 12

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,711

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

Read SEC document
March 10, 2025 Filed Mar 13, 2025 01:31 UTC BRISTOL MYERS SQUIBB CO BMY · Entity 1662 OtherCommon Stock, $0.10 par value 1,850 $0.00 $0.00
Disclosure

SEC source: 0000014272-25-000065 · wk-form4_1741829503.xml · nonDerivative · entry 11

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,070

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 01:31 UTC BRISTOL MYERS SQUIBB CO BMY · Entity 1662 Exercise / conversionCommon Stock, $0.10 par value 5,015 $0.00 $0.00
Disclosure

SEC source: 0000014272-25-000065 · wk-form4_1741829503.xml · nonDerivative · entry 10

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,920

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 01:31 UTC BRISTOL MYERS SQUIBB CO BMY · Entity 1662 Tax withholdingCommon Stock, $0.10 par value 374 $63.11 $23,603.14
Disclosure

SEC source: 0000014272-25-000065 · wk-form4_1741829503.xml · nonDerivative · entry 9

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,905

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

Read SEC document
March 10, 2025 Filed Mar 13, 2025 01:31 UTC BRISTOL MYERS SQUIBB CO BMY · Entity 1662 OtherCommon Stock, $0.10 par value 179 $0.00 $0.00
Disclosure

SEC source: 0000014272-25-000065 · wk-form4_1741829503.xml · nonDerivative · entry 8

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,279

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 01:31 UTC BRISTOL MYERS SQUIBB CO BMY · Entity 1662 Exercise / conversionCommon Stock, $0.10 par value 1,050 $0.00 $0.00
Disclosure

SEC source: 0000014272-25-000065 · wk-form4_1741829503.xml · nonDerivative · entry 7

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,458

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 01:31 UTC BRISTOL MYERS SQUIBB CO BMY · Entity 1662 Tax withholdingCommon Stock, $0.10 par value 296 $63.11 $18,680.56
Disclosure

SEC source: 0000014272-25-000065 · wk-form4_1741829503.xml · nonDerivative · entry 6

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,408

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

Read SEC document
March 10, 2025 Filed Mar 13, 2025 01:31 UTC BRISTOL MYERS SQUIBB CO BMY · Entity 1662 OtherCommon Stock, $0.10 par value 146 $0.00 $0.00
Disclosure

SEC source: 0000014272-25-000065 · wk-form4_1741829503.xml · nonDerivative · entry 5

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,704

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 01:31 UTC BRISTOL MYERS SQUIBB CO BMY · Entity 1662 Exercise / conversionCommon Stock, $0.10 par value 835 $0.00 $0.00
Disclosure

SEC source: 0000014272-25-000065 · wk-form4_1741829503.xml · nonDerivative · entry 4

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,850

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 01:31 UTC BRISTOL MYERS SQUIBB CO BMY · Entity 1662 Tax withholdingCommon Stock, $0.10 par value 219 $63.11 $13,821.09
Disclosure

SEC source: 0000014272-25-000065 · wk-form4_1741829503.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,015

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

Read SEC document
March 10, 2025 Filed Mar 13, 2025 01:31 UTC BRISTOL MYERS SQUIBB CO BMY · Entity 1662 OtherCommon Stock, $0.10 par value 38 $0.00 $0.00
Disclosure

SEC source: 0000014272-25-000065 · wk-form4_1741829503.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,234

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 01:31 UTC BRISTOL MYERS SQUIBB CO BMY · Entity 1662 Exercise / conversionCommon Stock, $0.10 par value 546 $0.00 $0.00
Disclosure

SEC source: 0000014272-25-000065 · wk-form4_1741829503.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,272

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
March 10, 2024 Filed Mar 13, 2024 00:01 UTC BRISTOL MYERS SQUIBB CO BMY · Entity 1662 GrantPerformance Shares · Derivative 7,546 $0.00 $0.00
Disclosure

SEC source: 0000014272-24-000067 · wk-form4_1710288103.xml · derivative · entry 16

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,546

Underlying: Common Stock, $0.10 par value · 7,546 shares

Expires 2027-03-10

F13 · derivative.exercise_price: Each performance share converts into one share of common stock upon distribution in the first quarter of 2027.

F13 · 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 00:01 UTC BRISTOL MYERS SQUIBB CO BMY · Entity 1662 Exercise / conversionPerformance Shares · Derivative 3,268 $0.00 $0.00
Disclosure

SEC source: 0000014272-24-000067 · wk-form4_1710288103.xml · derivative · entry 15

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, $0.10 par value · 3,268 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.

F12 · 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.

F12 · 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 00:01 UTC BRISTOL MYERS SQUIBB CO BMY · Entity 1662 GrantMarket Share Units · Derivative 5,031 $0.00 $0.00
Disclosure

SEC source: 0000014272-24-000067 · wk-form4_1710288103.xml · derivative · entry 14

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,031

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

Expires 2028-03-10

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%.

F10 · 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 00:01 UTC BRISTOL MYERS SQUIBB CO BMY · Entity 1662 OtherMarket Share Units · Derivative 1,050 $0.00 $0.00
Disclosure

SEC source: 0000014272-24-000067 · wk-form4_1710288103.xml · derivative · entry 13

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,152

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

Expires 2027-03-10

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%.

F11 · 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.

F10 · 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 00:01 UTC BRISTOL MYERS SQUIBB CO BMY · Entity 1662 OtherMarket Share Units · Derivative 835 $0.00 $0.00
Disclosure

SEC source: 0000014272-24-000067 · wk-form4_1710288103.xml · derivative · entry 12

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,673

Underlying: Common Stock, $0.10 par value · 835 shares

Expires 2026-03-10

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%.

F9 · 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.

F10 · 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 00:01 UTC BRISTOL MYERS SQUIBB CO BMY · Entity 1662 Exercise / conversionMarket Share Units · Derivative 544 $0.00 $0.00
Disclosure

SEC source: 0000014272-24-000067 · wk-form4_1710288103.xml · derivative · entry 11

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 546

Underlying: Common Stock, $0.10 par value · 544 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.

F7 · derivative.exercise_price: Each market share unit converts into the number of shares of common stock determined by applying a payout factor to the target number of shares vesting on a given date. The payout factor is a ratio of the average of the closing price on the measurement date plus the nine prior trading days divided by the average stock price on the grant date (also a 10-day average). The minimum payout factor that must be achieved to earn a payout is 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 00:01 UTC BRISTOL MYERS SQUIBB CO BMY · Entity 1662 Exercise / conversionMarket Share Units · Derivative 539 $0.00 $0.00
Disclosure

SEC source: 0000014272-24-000067 · wk-form4_1710288103.xml · derivative · entry 10

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, $0.10 par value · 539 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.

F7 · derivative.exercise_price: Each market share unit converts into the number of shares of common stock determined by applying a payout factor to the target number of shares vesting on a given date. The payout factor is a ratio of the average of the closing price on the measurement date plus the nine prior trading days divided by the average stock price on the grant date (also a 10-day average). The minimum payout factor that must be achieved to earn a payout is 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
March 10, 2024 Filed Mar 13, 2024 00:01 UTC BRISTOL MYERS SQUIBB CO BMY · Entity 1662 Tax withholdingCommon Stock, $0.10 par value 917 $53.79 $49,325.43
Disclosure

SEC source: 0000014272-24-000067 · wk-form4_1710288103.xml · nonDerivative · entry 9

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,726

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

Read SEC document
March 10, 2024 Filed Mar 13, 2024 00:01 UTC BRISTOL MYERS SQUIBB CO BMY · Entity 1662 OtherCommon Stock, $0.10 par value 1,138 $0.00 $0.00
Disclosure

SEC source: 0000014272-24-000067 · wk-form4_1710288103.xml · nonDerivative · entry 8

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,643

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, 2024 Filed Mar 13, 2024 00:01 UTC BRISTOL MYERS SQUIBB CO BMY · Entity 1662 Exercise / conversionCommon Stock, $0.10 par value 3,268 $0.00 $0.00
Disclosure

SEC source: 0000014272-24-000067 · wk-form4_1710288103.xml · nonDerivative · entry 7

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,781

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 2021-2023 Long-Term Performance Award.

Read SEC document
March 10, 2024 Filed Mar 13, 2024 00:01 UTC BRISTOL MYERS SQUIBB CO BMY · Entity 1662 Tax withholdingCommon Stock, $0.10 par value 194 $53.79 $10,435.26
Disclosure

SEC source: 0000014272-24-000067 · wk-form4_1710288103.xml · nonDerivative · entry 6

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 513

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

Read SEC document
March 10, 2024 Filed Mar 13, 2024 00:01 UTC BRISTOL MYERS SQUIBB CO BMY · Entity 1662 OtherCommon Stock, $0.10 par value 94 $0.00 $0.00
Disclosure

SEC source: 0000014272-24-000067 · wk-form4_1710288103.xml · nonDerivative · entry 5

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 707

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, 2024 Filed Mar 13, 2024 00:01 UTC BRISTOL MYERS SQUIBB CO BMY · Entity 1662 Exercise / conversionCommon Stock, $0.10 par value 544 $0.00 $0.00
Disclosure

SEC source: 0000014272-24-000067 · wk-form4_1710288103.xml · nonDerivative · entry 4

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 801

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, 2021.

Read SEC document
March 10, 2024 Filed Mar 13, 2024 00:01 UTC BRISTOL MYERS SQUIBB CO BMY · Entity 1662 Tax withholdingCommon Stock, $0.10 par value 197 $53.79 $10,596.63
Disclosure

SEC source: 0000014272-24-000067 · wk-form4_1710288103.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 257

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

Read SEC document
March 10, 2024 Filed Mar 13, 2024 00:01 UTC BRISTOL MYERS SQUIBB CO BMY · Entity 1662 OtherCommon Stock, $0.10 par value 85 $0.00 $0.00
Disclosure

SEC source: 0000014272-24-000067 · wk-form4_1710288103.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 454

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, 2024 Filed Mar 13, 2024 00:01 UTC BRISTOL MYERS SQUIBB CO BMY · Entity 1662 Exercise / conversionCommon Stock, $0.10 par value 539 $0.00 $0.00
Disclosure

SEC source: 0000014272-24-000067 · wk-form4_1710288103.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 539

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, 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.