Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
holding | BMY | Common Stock, $0.10 par value | 5.15K | Apr 26, 2023 | BMS Savings and Investment Program | F1 | |||||
holding | BMY | Common Stock, $0.10 par value | 4.9K | Apr 26, 2023 | By Spouse |
Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
holding | BMY | Restricted Stock Units | Apr 26, 2023 | Common Stock, $0.10 par value | 1.08K | Direct | F2, F3 | |||||||
holding | BMY | Market Share Units | Apr 26, 2023 | Common Stock, $0.10 par value | 1.7K | Direct | F4, F5 | |||||||
holding | BMY | Market Share Units | Apr 26, 2023 | Common Stock, $0.10 par value | 3.81K | Direct | F5, F6 | |||||||
holding | BMY | Market Share Units | Apr 26, 2023 | Common Stock, $0.10 par value | 5.48K | Direct | F7, F8 | |||||||
holding | BMY | Market Share Units | Apr 26, 2023 | Common Stock, $0.10 par value | 8K | Direct | F8, F9 | |||||||
holding | BMY | Performance Shares | Apr 26, 2023 | Common Stock, $0.10 par value | 11.4K | Direct | F10 | |||||||
holding | BMY | Performance Shares | Apr 26, 2023 | Common Stock, $0.10 par value | 11K | Direct | F11 | |||||||
holding | BMY | Performance Shares | Apr 26, 2023 | Common Stock, $0.10 par value | 12K | Direct | F12 | |||||||
holding | BMY | Market Share Units | Apr 26, 2023 | Common Stock, $0.10 par value | 1.8K | By Spouse | F13, F14 | |||||||
holding | BMY | Performance Shares | Apr 26, 2023 | Common Stock, $0.10 par value | 3.58K | By Spouse | F15 |
Id | Content |
---|---|
F1 | Based on recent 401(k) plan statement. |
F2 | These restricted stock units will vest on June 3, 2023. |
F3 | Each restricted stock unit converts into one share of common stock upon vesting. |
F4 | These market share units will vest on March 10, 2024. |
F5 | 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 60% and the maximum payout factor is 200%. |
F6 | One-half of these market share units will vest on each of March 10, 2024 and March 10, 2025. |
F7 | One-third of these market share units will vest on each of March 10, 2024, March 10, 2025, and March 10, 2026. |
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%. |
F9 | Twenty-five percent of these market share units will vest on each of the first, second, third, and fourth anniversaries of the grant date, starting on March 10, 2024. |
F10 | Each performance share unit converts into one share of common stock upon distribution in the first quarter of 2024. |
F11 | Each performance share unit converts into one share of common stock upon distribution in the first quarter of 2025. |
F12 | Each performance share unit converts into one share of common stock upon distribution in the first quarter of 2026. |
F13 | These market share units ("MSUs"), held by the reporting person's spouse, include 925 MSUs that will vest on March 10, 2024, 597 on March 10, 2025, and 280 on March 10, 2026. |
F14 | 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). For MSUs vesting on March 10, 2024 and March 10, 2025, the minimum payout factor that must be achieved to earn a payout is 60% and the maximum payout factor is 200%. For MSUs vesting on March 10, 2026, the minimum payout factor that must be achieved to earn a payout of 80% and the maximum payout of 225%. |
F15 | These performance share units ("PSUs"), held by the reporting person's spouse, include 1,909 PSUs that will vest on March 10, 2024, and 1,671 on March 10, 2025. |
EXHIBIT LIST: EX-24 Exhibit 24 - Adam Lenkowsky, GRAPHIC Exhibit 24 - Adam Lenkowsky