Key facts
- This page summarizes Phil M. Holzer'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, 16:17.
Phil M. Holzer - 10 Mar 2026 Form 4 Insider Report for BRISTOL MYERS SQUIBB CO (BMY)
- Reporting relationship
- SVP and Controller
- Issuer ticker
- BMY
- Reported as of
- 10 Mar 2026
- Net transaction value
- $0
- SEC form
- 4
- Accepted by SEC
- 12 Mar 2026, 16:17:52 UTC
- Prior SEC filing
- 12 Mar 2025
- Next SEC filing
- 26 Aug 2026
- Source filing
- View source filing
- Reporting owner signature
- /s/ Amy Fallone, attorney-in-fact for Phil M. Holzer
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Phil M. Holzer filed Form 4 for BRISTOL MYERS SQUIBB CO (BMY) on 12 Mar 2026.
Change
- Previous filing in this sequence was filed on 12 Mar 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
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reporting Owners (1)
CIK 0002012588
Primary reporting owner
Holzer Phil M
- Relationship
- SVP and Controller
- Address
- BRISTOL-MYERS SQUIBB COMPANY, ROUTE 206 AND PROVINCE LINE ROAD, PRINCETON
- Signature
- /s/ Amy Fallone, attorney-in-fact for Phil M. Holzer
- 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
- +811
- Change %
- +5.4%
- Price
- $0.000000*
- Shares after
- 15,778
- Date
- 10 Mar 2026
- Ownership
- Direct
- Footnotes
- F1
BMY
transaction
Common Stock, $0.10 par value
Other
- Transaction value
- Shares
- -91
- Change %
- -0.58%
- Price
- $0.000000*
- Shares after
- 15,687
- Date
- 10 Mar 2026
- Ownership
- Direct
- Footnotes
- F2
BMY
transaction
Common Stock, $0.10 par value
Tax liability
- Transaction value
- Shares
- -261
- Change %
- -1.7%
- Price
- $60.13*
- Shares after
- 15,426
- Date
- 10 Mar 2026
- Ownership
- Direct
- Footnotes
- F3
BMY
transaction
Common Stock, $0.10 par value
Options Exercise
- Transaction value
- Shares
- +768
- Change %
- +5%
- Price
- $0.000000*
- Shares after
- 16,194
- Date
- 10 Mar 2026
- Ownership
- Direct
- Footnotes
- F4
BMY
transaction
Common Stock, $0.10 par value
Other
- Transaction value
- Shares
- -83
- Change %
- -0.51%
- Price
- $0.000000*
- Shares after
- 16,111
- Date
- 10 Mar 2026
- Ownership
- Direct
- Footnotes
- F2
BMY
transaction
Common Stock, $0.10 par value
Tax liability
- Transaction value
- Shares
- -248
- Change %
- -1.5%
- Price
- $60.13*
- Shares after
- 15,863
- Date
- 10 Mar 2026
- Ownership
- Direct
- Footnotes
- F3
BMY
transaction
Common Stock, $0.10 par value
Options Exercise
- Transaction value
- Shares
- +4,612
- Change %
- +29%
- Price
- $0.000000*
- Shares after
- 20,475
- Date
- 10 Mar 2026
- Ownership
- Direct
- Footnotes
- F5
BMY
transaction
Common Stock, $0.10 par value
Other
- Transaction value
- Shares
- -2,264
- Change %
- -11%
- Price
- $0.000000*
- Shares after
- 18,211
- Date
- 10 Mar 2026
- Ownership
- Direct
- Footnotes
- F6
BMY
transaction
Common Stock, $0.10 par value
Tax liability
- Transaction value
- Shares
- -849
- Change %
- -4.7%
- Price
- $60.13*
- Shares after
- 17,362
- Date
- 10 Mar 2026
- 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
- Shares
- -811
- Change %
- -100%
- Price
- $0.000000*
- Shares after
- 0
- Date
- 10 Mar 2026
- Ownership
- Direct
- Underlying class
- Common Stock, $0.10 par value
- Underlying amount
- 811
- Exercise price
- Footnotes
- F1, F7
BMY
transaction
Derivative
Market Share Units
Options Exercise
- Transaction value
- Shares
- -768
- Change %
- -50%
- Price
- $0.000000*
- Shares after
- 771
- Date
- 10 Mar 2026
- Ownership
- Direct
- Underlying class
- Common Stock, $0.10 par value
- Underlying amount
- 768
- Exercise price
- Footnotes
- F4, F7
BMY
transaction
Derivative
Performance Shares
Options Exercise
- Transaction value
- Shares
- -4,612
- Change %
- -100%
- Price
- $0.000000*
- Shares after
- 0
- Date
- 10 Mar 2026
- Ownership
- Direct
- Underlying class
- Common Stock, $0.10 par value
- Underlying amount
- 4,612
- Exercise price
- Footnotes
- F5, F8
BMY
transaction
Derivative
Market Share Units
Award
- Transaction value
- Shares
- +5,031
- Change %
- Price
- $0.000000*
- Shares after
- 5,031
- Date
- 10 Mar 2026
- Ownership
- Direct
- Underlying class
- Common Stock, $0.10 par value
- Underlying amount
- 5,031
- Exercise price
- Footnotes
- F9, F10
BMY
transaction
Derivative
Performance Shares
Award
- Transaction value
- Shares
- +7,547
- Change %
- Price
- $0.000000*
- Shares after
- 7,547
- Date
- 10 Mar 2026
- Ownership
- Direct
- Underlying class
- Common Stock, $0.10 par value
- Underlying amount
- 7,547
- 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, 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
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 F8
Each performance share unit converts into one share of common stock upon distribution in the first quarter of 2026.
Footnote 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.
Footnote F10
These market share units cliff vest on the third anniversary of the grant date, subject to certification of performance results by the Board.
Footnote 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.