BRISTOL MYERS SQUIBB CO (CELG-RI)

Current Report Filed: 2026-05-08

All 11 director nominees were elected with strong shareholder support, with Phyllis R. Yale receiving the highest approval at 99.4% and Christopher S. Boerner receiving the lowest at 95.2%, indicating stable governance and investor confidence in board composition.
The advisory vote on named executive officer compensation passed comfortably with 95.3% support (1.46B votes for vs 72.5M against), suggesting shareholders are satisfied with current management incentive structures despite the failed independent chair proposal.
Shareholders rejected the proposal to require an independent board chairperson with 72.4% voting against it, demonstrating investor acceptance of Bristol-Myers Squibb's current board leadership structure and governance practices.
The 2026 stock award and incentive plan received strong approval at 95.8%, providing management with continued flexibility for equity-based compensation and employee retention initiatives.

Insider Trading Filed: 2026-05-05

EVP Chief Commercial Officer Adam Lenkowsky acquired 1,373 shares through vesting of market share units granted on May 1, 2023, with a payout factor indicating stock performance between 80-225% of target, suggesting moderate stock price appreciation since grant date.
Total beneficial ownership increased to approximately 20,508 direct shares plus 5,978 indirect shares (via BMS 401(k) plan) and 2,993 spouse-held shares, reflecting significant accumulated equity compensation holdings in the company.
Transaction includes 599 shares withheld for tax obligations upon vesting, a routine practice that reduces net acquisition but demonstrates the value of the equity awards being vested.

Quarterly Report Filed: 2026-04-30

The filing covers Q1 2026 (January-March 31, 2026) with extensive product portfolio tracking across Growth Brands (Opdivo, Orencia, Yervoy, Reblozyl, Breyanzi, Opdualag, Camzyos, Zeposia, Sotyktu, Krazati, Cobenfy), Legacy Brands (Eliquis, Revlimid, Pomalyst/Imnovia, Sprycel, Abraxane), and royalty streams from Keytruda and Tecentriq partnerships.
The company maintains multiple debt instruments across various maturity dates (2030-2055) and tracks revenue through product sales, alliance revenues, and other revenue streams, with geographic breakdowns between US and Non-US markets, indicating continued diversified revenue generation.
Active restructuring programs from the 2023 plan and Celgene/other acquisition-related termination costs are being tracked separately, suggesting ongoing integration and efficiency efforts post-acquisition with associated expense recognition in the quarter.

Current Report Filed: 2026-04-30

Bristol-Myers Squibb announced Q1 2026 financial results on April 30, 2026, with earnings press release and presentation materials filed as exhibits to the 8-K.
The filing includes non-GAAP financial measures with reconciliations to GAAP figures, indicating the company is presenting adjusted metrics alongside standard accounting results.
Company maintains diverse debt structure with seven outstanding note issues ranging from 2030 to 2055 maturities, plus Celgene Contingent Value Rights still trading on NYSE as legacy acquisition-related securities.
The 8-K is a routine quarterly earnings disclosure with no material agreements, executive changes, or significant corporate events reported in Items 2.02 and 7.01.

Insider Trading Filed: 2026-04-02

The reporting person, Peter J. Arduini, acquired 577.082 deferred share units of Bristol Myers Squibb Co. on 2026-03-31, indicating continued investment in the company.
Arduini's total beneficial ownership of deferred share units has increased to 71,435.166, suggesting a long-term commitment to the company's performance.
The acquisition of deferred share units, which are convertible to common stock, aligns Arduini's interests with those of other shareholders.

Insider Trading Filed: 2026-04-02

Michael R. McMullen, a director of Bristol Myers Squibb Co., acquired 577.082 deferred share units on March 31, 2026, indicating his continued commitment to the company.
The deferred share units will be converted into common stock upon McMullen's departure from the board, aligning his interests with long-term shareholders.
With 15,556.771 deferred share units beneficially owned, McMullen maintains a significant stake in Bristol Myers Squibb, suggesting his confidence in the company's future.

Insider Trading Filed: 2026-04-02

Derica W. Rice, a director of Bristol Myers Squibb Co., acquired 638.912 deferred share units on 2026-03-31, increasing his total beneficial ownership to 39,963.721 shares.
The deferred share units will be converted into common stock when Rice ceases to be a director or at a future date he has previously specified.
Rice's acquisition of deferred share units indicates continued confidence in the company and commitment to its long-term success.

Insider Trading Filed: 2026-04-02

Theodore R. Samuels II, a director of Bristol Myers Squibb, acquired 845.012 deferred share units on March 31, 2026, increasing his total beneficial ownership to 68,727.516 shares.
The acquisition of deferred share units suggests Samuels' continued commitment to and confidence in Bristol Myers Squibb's long-term prospects.
Insider ownership and insider buying are often viewed as positive signals for a company's future performance.

Insider Trading Filed: 2026-04-02

Phyllis R. Yale, a director of Bristol Myers Squibb Co., acquired 577.082 deferred share units on March 31, 2026, representing an increase in her beneficial ownership of the company's common stock.
The deferred share units will be converted into common stock when Yale ceases to be a director or at a future date previously specified by her.
Yale's total beneficial ownership of Bristol Myers Squibb's common stock, including deferred compensation and dividends reinvested under the company's deferred compensation plan, increased to 43,903.777 shares.

Insider Trading Filed: 2026-04-02

David V. Elkins, the EVP and Chief Financial Officer of Bristol Myers Squibb, sold 30,000 shares of the company's common stock on April 1, 2026 for an average price of $61.82.
The sales were conducted pursuant to a Rule 10b5-1 trading plan, indicating the transactions were pre-planned and not due to any non-public information.
After the reported transactions, Elkins still holds 159,248 shares of Bristol Myers Squibb common stock directly, as well as an additional 294.42 shares in the company's Savings and Investment Program.

Insider Trading Filed: 2026-04-02