STOCK TITAN

Bristol Myers (NYSE: BMY) director exercises options and holds new shares

Filing Impact
(High)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Bristol Myers Squibb director Julia A. Haller exercised stock options to acquire 20,460 shares of common stock at $53.76 per share. The transaction on June 15, 2026 was a cash exercise, and she is holding all of the underlying shares.

Following this exercise, Haller directly owns 34,079 shares of Bristol Myers Squibb common stock, and the option covering these 20,460 shares has been fully exercised with no remaining balance.

Positive

  • None.

Negative

  • None.
Insider Haller Julia A
Role null
Type Security Shares Price Value
Exercise Option (right to buy) 20,460 $0.00 --
Exercise Common Stock, $0.10 par value 20,460 $53.76 $1.10M
Holdings After Transaction: Option (right to buy) — 0 shares (Direct, null); Common Stock, $0.10 par value — 34,079 shares (Direct, null)
Footnotes (1)
  1. The reporting person made a cash exercise of an option and is currently holding the underlying shares. All of the shares are currently exercisable.
Options exercised 20,460 shares Common stock acquired via option exercise on June 15, 2026
Exercise price $53.76 per share Cash exercise price for option into common stock
Shares owned after exercise 34,079 shares Total direct Bristol Myers Squibb common shares held by Haller
Derivative position remaining from this option 0 options Option (right to buy) for 20,460 shares fully exercised
Option (right to buy financial
"security_title": "Option (right to buy)""
cash exercise financial
"The reporting person made a cash exercise of an option"
derivative security financial
"transaction_code_description": "Exercise or conversion of derivative security""
A derivative security is a financial contract whose value comes from the price or performance of something else, such as a stock, bond, commodity, or market index. For investors it acts like an insurance policy or a wager: it can be used to protect against losses, lock in prices, or amplify gains and losses, so it can change a portfolio’s risk and potential return without owning the underlying asset directly.
Common Stock, $0.10 par value financial
"security_title": "Common Stock, $0.10 par value""
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Learn about SEC filing dates
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Haller Julia A

(Last)(First)(Middle)
BRISTOL-MYERS SQUIBB COMPANY
ROUTE 206 AND PROVINCE LINE ROAD

(Street)
PRINCETON NEW JERSEY 08543

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
BRISTOL MYERS SQUIBB CO [ BMY ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
06/15/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock, $0.10 par value06/15/2026M20,460A$53.7634,079D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Option (right to buy)$53.7606/15/2026M20,460(1) (2)06/15/2026Common Stock, $0.10 par value20,460$00D
Explanation of Responses:
1. The reporting person made a cash exercise of an option and is currently holding the underlying shares.
2. All of the shares are currently exercisable.
Remarks:
/s/ Amy Fallone, attorney-in-fact for Julia Haller, M.D.06/16/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

FAQ

What did Bristol Myers Squibb (BMY) director Julia Haller do in this Form 4?

Director Julia A. Haller exercised stock options to acquire 20,460 Bristol Myers Squibb common shares at $53.76 each. This was a cash exercise, and she chose to hold all of the acquired shares rather than sell them immediately.

How many Bristol Myers Squibb (BMY) shares does Julia Haller own after this transaction?

After the transaction, Julia A. Haller directly owns 34,079 shares of Bristol Myers Squibb common stock. This total reflects the addition of 20,460 shares acquired through the option exercise reported in this Form 4 filing.

What type of security did Julia Haller exercise in the Bristol Myers Squibb (BMY) Form 4?

She exercised an "Option (right to buy)" that was exercisable into 20,460 shares of Bristol Myers Squibb common stock. The option had an exercise price of $53.76 per share and is now fully exercised with no remaining balance reported.

Did Julia Haller sell any Bristol Myers Squibb (BMY) shares in this Form 4 filing?

No shares were reported as sold. The Form 4 shows an option exercise converting 20,460 options into common shares, and the footnote states she made a cash exercise of the option and is currently holding all of the underlying shares.

What does a cash exercise of stock options mean in the context of Bristol Myers Squibb (BMY)?

A cash exercise means the holder pays the full exercise price in cash to receive the underlying shares. In this case, Julia A. Haller paid $53.76 per option share and received 20,460 Bristol Myers Squibb common shares, which she continues to hold.

Were the options in this Bristol Myers Squibb (BMY) Form 4 already exercisable?

Yes, a footnote states that all of the shares under the option were currently exercisable. The Form 4 reflects that the option covering 20,460 shares was exercised in full and that the resulting common shares are now directly owned.