David V Elkins - 10 Mar 2026 Form 4 Insider Report for BRISTOL MYERS SQUIBB CO (BMY)

Source evidence Original filing metadata and source links for verification. 5 source fields
SEC form
4
Accepted by SEC
12 Mar 2026, 16:13:29 UTC
Prior SEC filing
14 Nov 2025
Next SEC filing
02 Apr 2026
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ Amy Fallone, attorney-in-fact for David V. Elkins

Key filing fact

David V Elkins filed Form 4 for BRISTOL MYERS SQUIBB CO (BMY) on 12 Mar 2026.

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.

Change

  • Previous filing in this sequence was filed on 14 Nov 2025.
  • Current net transaction value: $0.

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

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0001451604 Primary reporting owner

Elkins David V

Relationship
EVP, Chief Financial Officer
Address
BRISTOL-MYERS SQUIBB COMPANY, ROUTE 206 AND PROVINCE LINE ROAD, PRINCETON
Signature
/s/ Amy Fallone, attorney-in-fact for David V. Elkins
Signature date
12 Mar 2026

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
Shares
+7,654
Change %
+4.6%
Price
$0.000000*
Shares after
175,033
Date
10 Mar 2026
Ownership
Direct
Footnotes
F1
BMY transaction

Common Stock, $0.10 par value

Other

Transaction value
Shares
-860
Change %
-0.49%
Price
$0.000000*
Shares after
174,173
Date
10 Mar 2026
Ownership
Direct
Footnotes
F2
BMY transaction

Common Stock, $0.10 par value

Tax liability

Transaction value
Shares
-2,883
Change %
-1.7%
Price
$60.13*
Shares after
171,290
Date
10 Mar 2026
Ownership
Direct
Footnotes
F3
BMY transaction

Common Stock, $0.10 par value

Options Exercise

Transaction value
Shares
+7,904
Change %
+4.6%
Price
$0.000000*
Shares after
179,194
Date
10 Mar 2026
Ownership
Direct
Footnotes
F4
BMY transaction

Common Stock, $0.10 par value

Other

Transaction value
Shares
-854
Change %
-0.48%
Price
$0.000000*
Shares after
178,340
Date
10 Mar 2026
Ownership
Direct
Footnotes
F2
BMY transaction

Common Stock, $0.10 par value

Tax liability

Transaction value
Shares
-2,991
Change %
-1.7%
Price
$60.13*
Shares after
175,349
Date
10 Mar 2026
Ownership
Direct
Footnotes
F3
BMY transaction

Common Stock, $0.10 par value

Options Exercise

Transaction value
Shares
+47,424
Change %
+27%
Price
$0.000000*
Shares after
222,773
Date
10 Mar 2026
Ownership
Direct
Footnotes
F5
BMY transaction

Common Stock, $0.10 par value

Other

Transaction value
Shares
-23,285
Change %
-10%
Price
$0.000000*
Shares after
199,488
Date
10 Mar 2026
Ownership
Direct
Footnotes
F6
BMY transaction

Common Stock, $0.10 par value

Tax liability

Transaction value
Shares
-10,240
Change %
-5.1%
Price
$60.13*
Shares after
189,248
Date
10 Mar 2026
Ownership
Direct
Footnotes
F3
BMY holding

Common Stock, $0.10 par value

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
291
Date
10 Mar 2026
Ownership
BMS Savings and Investment Program
Footnotes
F7

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
Shares
-7,654
Change %
-100%
Price
$0.000000*
Shares after
0
Date
10 Mar 2026
Ownership
Direct
Underlying class
Common Stock, $0.10 par value
Underlying amount
7,654
Exercise price
Footnotes
F1, F8
BMY transaction Derivative

Market Share Units

Options Exercise

Transaction value
Shares
-7,904
Change %
-50%
Price
$0.000000*
Shares after
7,904
Date
10 Mar 2026
Ownership
Direct
Underlying class
Common Stock, $0.10 par value
Underlying amount
7,904
Exercise price
Footnotes
F4, F8
BMY transaction Derivative

Performance Shares

Options Exercise

Transaction value
Shares
-47,424
Change %
-100%
Price
$0.000000*
Shares after
0
Date
10 Mar 2026
Ownership
Direct
Underlying class
Common Stock, $0.10 par value
Underlying amount
47,424
Exercise price
Footnotes
F5, F9
BMY transaction Derivative

Market Share Units

Award

Transaction value
Shares
+35,265
Change %
Price
$0.000000*
Shares after
35,265
Date
10 Mar 2026
Ownership
Direct
Underlying class
Common Stock, $0.10 par value
Underlying amount
35,265
Exercise price
Footnotes
F10, F11
BMY transaction Derivative

Performance Shares

Award

Transaction value
Shares
+52,898
Change %
Price
$0.000000*
Shares after
52,898
Date
10 Mar 2026
Ownership
Direct
Underlying class
Common Stock, $0.10 par value
Underlying amount
52,898
Exercise price
Footnotes
F12
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 12 footnotes

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

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