Key facts
- This page summarizes Elizabeth Mily's Form 4 filing for BRISTOL MYERS SQUIBB CO (BMY).
- 14 reported transactions and 5 derivative rows are listed below.
- Accepted by SEC: 14 Mar 2023, 20:40.
Elizabeth Mily - 10 Mar 2023 Form 4 Insider Report for BRISTOL MYERS SQUIBB CO (BMY)
- Reporting relationship
- EVP, Strategy & BD
- Issuer ticker
- BMY
- Reported as of
- 10 Mar 2023
- Net transaction value
- -$922,568
- SEC form
- 4
- Accepted by SEC
- 14 Mar 2023, 20:40:43 UTC
- Prior SEC filing
- 04 Apr 2022
- Next SEC filing
- 04 Apr 2023
- Source filing
- View source filing
- Reporting owner signature
- /s/ Lisa A. Atkins, attorney-in-fact for Elizabeth Mily
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Elizabeth Mily filed Form 4 for BRISTOL MYERS SQUIBB CO (BMY) on 14 Mar 2023.
Change
- Previous filing in this sequence was filed on 04 Apr 2022.
- Current net transaction value: -$922,568.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
BMY
transaction
Common Stock, $0.10 par value
Options Exercise
- Transaction value
- $0
- Shares
- +4,005
- Change %
- +35%
- Price
- $0.000000
- Shares after
- 15,347
- Date
- 10 Mar 2023
- Ownership
- Direct
- Footnotes
- F1
BMY
transaction
Common Stock, $0.10 par value
Other
- Transaction value
- $0
- Shares
- +657
- Change %
- +4.3%
- Price
- $0.000000
- Shares after
- 16,004
- Date
- 10 Mar 2023
- Ownership
- Direct
- Footnotes
- F2
BMY
transaction
Common Stock, $0.10 par value
Tax liability
- Transaction value
- $129,974
- Shares
- -1,978
- Change %
- -12%
- Price
- $65.71
- Shares after
- 14,026
- Date
- 10 Mar 2023
- Ownership
- Direct
- Footnotes
- F3
BMY
transaction
Common Stock, $0.10 par value
Options Exercise
- Transaction value
- $0
- Shares
- +3,658
- Change %
- +26%
- Price
- $0.000000
- Shares after
- 17,684
- Date
- 10 Mar 2023
- Ownership
- Direct
- Footnotes
- F4
BMY
transaction
Common Stock, $0.10 par value
Other
- Transaction value
- $0
- Shares
- +118
- Change %
- +0.67%
- Price
- $0.000000
- Shares after
- 17,802
- Date
- 10 Mar 2023
- Ownership
- Direct
- Footnotes
- F2
BMY
transaction
Common Stock, $0.10 par value
Tax liability
- Transaction value
- $105,267
- Shares
- -1,602
- Change %
- -9%
- Price
- $65.71
- Shares after
- 16,200
- Date
- 10 Mar 2023
- Ownership
- Direct
- Footnotes
- F3
BMY
transaction
Common Stock, $0.10 par value
Options Exercise
- Transaction value
- $0
- Shares
- +21,973
- Change %
- +136%
- Price
- $0.000000
- Shares after
- 38,173
- Date
- 10 Mar 2023
- Ownership
- Direct
- Footnotes
- F5
BMY
transaction
Common Stock, $0.10 par value
Other
- Transaction value
- $0
- Shares
- +2,683
- Change %
- +7%
- Price
- $0.000000
- Shares after
- 40,856
- Date
- 10 Mar 2023
- Ownership
- Direct
- Footnotes
- F6
BMY
transaction
Common Stock, $0.10 par value
Tax liability
- Transaction value
- $687,327
- Shares
- -10,460
- Change %
- -26%
- Price
- $65.71
- Shares after
- 30,396
- Date
- 10 Mar 2023
- Ownership
- Direct
- Footnotes
- F3
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
BMY
transaction
Derivative
Market Share Units
Options Exercise
- Transaction value
- $0
- Shares
- -4,005
- Change %
- -33%
- Price
- $0.000000
- Shares after
- 8,012
- Date
- 10 Mar 2023
- Ownership
- Direct
- Underlying class
- Common Stock, $0.10 par value
- Underlying amount
- 4,005
- Exercise price
- Footnotes
- F1, F7
BMY
transaction
Derivative
Market Share Units
Options Exercise
- Transaction value
- $0
- Shares
- -3,658
- Change %
- -25%
- Price
- $0.000000
- Shares after
- 10,976
- Date
- 10 Mar 2023
- Ownership
- Direct
- Underlying class
- Common Stock, $0.10 par value
- Underlying amount
- 3,658
- Exercise price
- Footnotes
- F4, F8
BMY
transaction
Derivative
Market Share Units
Award
- Transaction value
- $0
- Shares
- +14,637
- Change %
- Price
- $0.000000
- Shares after
- 14,637
- Date
- 10 Mar 2023
- Ownership
- Direct
- Underlying class
- Common Stock, $0.10 par value
- Underlying amount
- 14,637
- Exercise price
- Footnotes
- F8, F9
BMY
transaction
Derivative
Performance Shares
Options Exercise
- Transaction value
- $0
- Shares
- -21,973
- Change %
- -100%
- Price
- $0.000000*
- Shares after
- 0
- Date
- 10 Mar 2023
- Ownership
- Direct
- Underlying class
- Common Stock, $0.10 par value
- Underlying amount
- 21,973
- Exercise price
- Footnotes
- F10
BMY
transaction
Derivative
Performance Shares
Award
- Transaction value
- $0
- Shares
- +21,956
- Change %
- Price
- $0.000000
- Shares after
- 21,956
- Date
- 10 Mar 2023
- Ownership
- Direct
- Underlying class
- Common Stock, $0.10 par value
- Underlying amount
- 21,956
- Exercise price
- Footnotes
- F11
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 11 footnotes
Footnote F1
Represents vesting of one-quarter of market share units granted on March 10, 2021.
Footnote F2
Adjustment reflects additional shares acquired upon the vesting of market share units due to the performance factor.
Footnote F3
Shares withheld for payment of taxes upon vesting of awards.
Footnote F4
Represents vesting of one-quarter of market share units granted on March 10, 2022.
Footnote F5
Amount represents distribution of performance shares earned under the 2020-2022 Long-Term Performance Award.
Footnote 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.
Footnote 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 60% and the maximum payout factor is 200%.
Footnote F8
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%.
Footnote F9
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.
Footnote F10
Each performance share converts into one share of common stock upon distribution in the first quarter of 2023, subject to a Total Shareholder Return.
Footnote F11
Each performance share converts into one share of common stock upon distribution in the first quarter of 2026.