Key facts
- This page summarizes David V Elkins's Form 4 filing for BRISTOL MYERS SQUIBB CO (BMY).
- 14 reported transactions and 5 derivative rows are listed below.
- Accepted by SEC: 12 Mar 2026, 16:13.
Key filing fact
Ownership activity is grounded in SEC Form 4 disclosures.
Shares, units, or other non-derivative securities reported in this filing.
Options Exercise
Other
Tax liability
Options Exercise
Other
Tax liability
Options Exercise
Other
Tax liability
No transaction description listed
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
Options Exercise
Options Exercise
Options Exercise
Award
Award
Additional SEC filing notes
Footnote F1
Represents vesting of one-quarter of market share units granted on March 10, 2022.
Footnote F2
Represents a downward adjustment to the number of 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, 2023.
Footnote F5
Amount represents distribution of performance shares earned under the 2023-2025 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
Based on recent 401(k) plan statement.
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
Each performance share unit converts into one share of common stock upon distribution in the first quarter of 2026.
Footnote F10
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.
Footnote F11
These market share units cliff vest on the third anniversary of the grant date, subject to certification of performance results by the Board.
Footnote F12
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.
SEC remarks
Exhibit 24 - Power of Attorney