Compensation award — excluded from discretionary-purchase analysis.
Written from the filing's own figures. OQRO describes what was reported and never tells you what to buy or sell
View the official recordSEC Form 4 — Statement of Changes in Beneficial OwnershipAll the details
Dates, kept separate
Transaction date
Mar 10, 2026
Reporting period
Not applicable
Filed with the SEC
Mar 12, 2026
OfficerGrant / award
Context
Classification
grant award
Code A — grant or award
Planned / mechanical clue
Footnote references vesting of compensation awards
Only flagged when a footnote says so; never inferred
Source receipt
Record ID
0001773367-26-000002
Filed / recorded
Mar 12, 2026, 8:20 PM UTC
Added to OQRO
Oct 2, 2026, 12:27 PM UTC
Parser
form4-xml-v1
Data quality
Verified: identifiers matched exactly
Issuer
BRISTOL MYERS SQUIBB CO
Issuer CIK
14272
Ticker
BMY
Reporting person
Robert M Plenge
Relationship
Officer
Officer title
EVP, Chief Research Officer
Security
Market Share Units
Table
Derivative (Table II)
Transaction date
Mar 10, 2026
Transaction code
A
Shares / units
17,959
Price per share
$0.00
Acquired / disposed
Acquired (A)
Shares owned after
17,959
Ownership form
Direct
Amendment
No
Footnotes from the filing
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.
These market share units cliff vest on the third anniversary of the grant date, subject to certification of performance results by the Board.
