Wendy Short Bartie - 10 Mar 2026 Form 4 Insider Report for BRISTOL MYERS SQUIBB CO (BMY)

Role
EVP, Corporate Affairs
Signature
/s/ Amy Fallone, attorney-in-fact for Wendy Short Bartie
Issuer symbol
BMY
Transactions as of
10 Mar 2026
Net transactions value
$0
Form type
4
Filing time
12 Mar 2026, 16:22:05 UTC
Previous filing
03 Sep 2025
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Short Bartie Wendy EVP, Corporate Affairs BRISTOL-MYERS SQUIBB COMPANY, ROUTE 206 & PROVINCE LINE ROAD, PRINCETON /s/ Amy Fallone, attorney-in-fact for Wendy Short Bartie 12 Mar 2026 0002070839

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction BMY Common Stock, $0.10 par value Options Exercise +639 +11% $0.000000* 6,308 10 Mar 2026 Direct F1
transaction BMY Common Stock, $0.10 par value Other -72 -1.1% $0.000000* 6,236 10 Mar 2026 Direct F2
transaction BMY Common Stock, $0.10 par value Tax liability -205 -3.3% $60.13* 6,031 10 Mar 2026 Direct F3
transaction BMY Common Stock, $0.10 par value Options Exercise +749 +12% $0.000000* 6,780 10 Mar 2026 Direct F4
transaction BMY Common Stock, $0.10 par value Other -81 -1.2% $0.000000* 6,699 10 Mar 2026 Direct F2
transaction BMY Common Stock, $0.10 par value Tax liability -242 -3.6% $60.13* 6,457 10 Mar 2026 Direct F3
transaction BMY Common Stock, $0.10 par value Options Exercise +4,495 +70% $0.000000* 10,952 10 Mar 2026 Direct F5
transaction BMY Common Stock, $0.10 par value Other -2,207 -20% $0.000000* 8,745 10 Mar 2026 Direct F6
transaction BMY Common Stock, $0.10 par value Tax liability -828 -9.5% $60.13* 7,917 10 Mar 2026 Direct F3

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction BMY Market Share Units Options Exercise -639 -100% $0.000000* 0 10 Mar 2026 Common Stock, $0.10 par value 639 Direct F1, F7
transaction BMY Market Share Units Options Exercise -749 -50% $0.000000* 750 10 Mar 2026 Common Stock, $0.10 par value 749 Direct F4, F7
transaction BMY Performance Shares Options Exercise -4,495 -100% $0.000000* 0 10 Mar 2026 Common Stock, $0.10 par value 4,495 Direct F5, F8
transaction BMY Market Share Units Award +6,531 $0.000000* 6,531 10 Mar 2026 Common Stock, $0.10 par value 6,531 Direct F9, F10
transaction BMY Performance Shares Award +9,796 $0.000000* 9,796 10 Mar 2026 Common Stock, $0.10 par value 9,796 Direct F11
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
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 converted 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.