BRISTOL MYERS SQUIBB CO (CELG-RI) — Insider Trading

AI-Powered SEC Filing Analysis

Latest Insider Trading Filed: 2026-05-05

Key Insights

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.

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Earlier Insider Trading filings

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.

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.

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.

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.

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.

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.

Filed: 2026-04-02

Karin Shanahan, the Executive Vice President and Chief Supply Chain & Operations Officer of Bristol Myers Squibb, acquired 3,307 shares of the company's common stock through the vesting of restricted stock units on April 1, 2026.
Shanahan also disposed of 1,692 shares to cover tax obligations related to the vesting, resulting in a net increase of 1,615 shares in her direct holdings.
Shanahan's indirect beneficial ownership through the BMS Savings and Investment Program increased by 1,457.74 shares, indicating ongoing investment in the company.

Filed: 2026-03-12

Benjamin Hickey, the President of RayzeBio Org, acquired 11,429 market share units and 17,143 performance shares of Bristol Myers Squibb Co (BMY) on March 10, 2026, indicating positive insider activity.
The market share units and performance shares will vest on March 10, 2029, subject to certification of performance results by the Board, providing long-term incentive alignment for the executive.
The report shows the vesting and settlement structure of the equity awards, with the market share units having a payout factor tied to total shareholder return and relative performance, providing performance-based compensation.

Filed: 2026-03-12

Hiroshi Chris Shibutani, the EVP and Chief Strategy Officer of Bristol Myers Squibb, acquired 7,837 market share units and 11,755 performance shares on March 10, 2026, suggesting continued confidence in the company's long-term prospects.
The market share units and performance shares have a vesting period of 3 years, aligning Shibutani's compensation with Bristol Myers Squibb's long-term performance.
The acquisition of these equity-based incentives indicates Shibutani's alignment with shareholders and commitment to the company's strategic vision.

Filed: 2026-03-12

Cristian Massacesi, the Executive Vice President, Chief Medical Officer, and Head of Development at Bristol-Myers Squibb, has been granted 26,122 market share units and 39,184 performance shares, which will vest on March 10, 2029, subject to the achievement of certain performance targets.
The market share units have a payout factor based on total shareholder return, with a minimum payout of 80% and a maximum of 225%. The performance shares will convert into common stock on a one-to-one basis upon vesting.
This transaction indicates that the company is aligning executive compensation with long-term performance and shareholder value creation, which can be viewed as a positive sign for investors.

Filed: 2026-03-12

Insider Wendy Short Bartie, EVP of Corporate Affairs, has exercised and sold a significant number of company shares, indicating potential insider selling activity.
The transactions include the vesting and distribution of performance shares and market share units, which suggests a change in the executive's equity compensation structure.
The reported share sales and adjustments to the awards indicate a shift in the insider's position and confidence in the company's future performance.

Filed: 2026-03-12

Karin Shanahan, the EVP and Chief Supply Chain & Operations Officer of Bristol Myers Squibb, executed multiple transactions including vesting of equity awards and subsequent share dispositions, suggesting active management of her equity position.
The transactions indicate a mix of both equity award vesting and share sales, potentially for tax payments or other personal financial reasons, rather than a one-sided buying or selling pattern.
The overall transaction volume and amounts suggest this is a routine equity award management activity rather than a significant change in Shanahan's ownership stake or a signal of her future outlook on the company.

Filed: 2026-03-12

Robert M. Plenge, the EVP and Chief Research Officer of Bristol-Myers Squibb, conducted several transactions involving the company's common stock on March 10, 2026, including vesting of market share units and performance shares.
Plenge's net ownership of Bristol-Myers Squibb common stock decreased from 31,600 shares to 21,528 shares after accounting for shares withheld for tax payments.
The filing also discloses Plenge's indirect beneficial ownership of 3,026.38 shares through the BMS Savings and Investment Program and 200 shares held in a family trust.

Filed: 2026-03-12

Gregory Scott Meyers, the EVP and Chief Digital & Tech Officer of Bristol Myers Squibb, engaged in significant insider transactions, including the vesting of market share units, performance shares, and the acquisition of new market share units and performance shares.
The transactions indicate that Meyers is actively managing his equity position in the company, potentially signaling his confidence in Bristol Myers Squibb's future performance.
The large number of shares involved in these transactions suggests that Meyers is a key executive with significant equity incentives, aligning his interests with those of shareholders.

Filed: 2026-03-12

Adam Lenkowsky, the EVP and Chief Commercial Officer of Bristol Myers Squibb, exercised a significant number of stock options and performance shares, suggesting confidence in the company's long-term prospects.
The insider transactions include a mix of vesting, share retention, and share sales, indicating Lenkowsky is diversifying his holdings while maintaining a substantial equity stake in the company.
The timing of these transactions, coming in the first quarter of 2026, may be related to the company's financial reporting or strategic initiatives, which investors should follow closely.

Filed: 2026-03-12

Insider Phil M. Holzer, SVP and Controller, has made several transactions in Bristol Myers Squibb (BMY) common stock, including the vesting of market share units and performance shares.
Holzer has also received additional market share units and performance shares, indicating continued executive compensation and incentive alignment with shareholders.
The transactions appear to be part of a pre-planned trading program, as evidenced by the 10b5-1 indicator, suggesting routine and pre-approved insider activity.

Other reports for BRISTOL MYERS SQUIBB CO

Current Report Quarterly Report

Important Information

AI-generated analysis is for informational purposes only. Always read original SEC filings and consult with qualified professionals before making investment decisions.