person · Reporting owner
Samuels Theodore R. II
Disclosed activity across 5 companies
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BRISTOL MYERS SQUIBB COBMY · Entity 1662 | Director | September 30, 2026 | October 03, 2026 |
| CENTENE CORPCNC · Entity 3133 | Director | September 30, 2026 | September 30, 2026 |
| IRON MOUNTAIN INCIRM · Entity 517 | Director | October 06, 2026 | October 08, 2026 |
| PERRIGO Co plcPRGO · Entity 4516 | Director | May 17, 2022 | May 19, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
BRISTOL MYERS SQUIBB CO
Report date September 30, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Share UnitsSEC Table II · derivative / convertible security | Direct | 71,859.041 |
Reported balance
After 2026-09-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 821.314 · Balance 71,859.041 F1: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person.
F2: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors.
CENTENE CORP
Report date September 30, 2026 · Filed September 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 25,795.979 |
Reported balance
After 2026-09-30 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 583 · Balance 25,795.979 F1: Ownership includes 3,992 shares of previously-granted restricted stock units subject to vesting requirements. |
| Common StockSEC Table I · non-derivative | IndirectBy family trust | 32,000 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 32,000 F2: Owned by a revocable family trust, of which Mr. Samuels serves as a co-trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: Ownership includes 3,992 shares of previously-granted restricted stock units subject to vesting requirements.
F2: Owned by a revocable family trust, of which Mr. Samuels serves as a co-trustee.
IRON MOUNTAIN INC
Report date October 06, 2026 · Filed October 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 14,215.49 |
Reported balance
After 2026-10-06 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-10-06 · Grant · Acquired 310.49 · Balance 14,215.49 F1: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F2: These shares give effect to the Reporting Person's quarterly cash compensation for services on the board of directors of the Company as if reinvested in Phantom Shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock.
F2: These shares give effect to the Reporting Person's quarterly cash compensation for services on the board of directors of the Company as if reinvested in Phantom Shares.
PERRIGO Co plc
Report date May 17, 2022 · Filed May 19, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 26,693 |
Reported balance
After 2022-05-17 transaction · row 1
1 source rowRow 1 · 2022-05-17 · Exercise / conversion · Acquired 6,599 · Balance 26,693 F1: Vesting of service-based restricted stock units granted on 17 May 2021. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 7,778 |
Reported balance
After 2022-05-17 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-05-17 · Grant · Acquired 7,778 · Balance 7,778 F3: Each Restricted Stock Unit represents a contingent right to receive one Perrigo Company plc ordinary share. F4: Each Restricted Stock Unit represents a contingent right to receive one Perrigo Company plc ordinary share. Vesting on 17 May 2023. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-05-17 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2022-05-17 · Exercise / conversion · Disposed 6,599 · Balance 0 F3: Each Restricted Stock Unit represents a contingent right to receive one Perrigo Company plc ordinary share. F1: Vesting of service-based restricted stock units granted on 17 May 2021. F5: Each Restricted Stock Unit represents a contingent right to receive one Perrigo Company plc ordinary share. Vesting on 17 May 2022. |
| Ordinary SharesSEC Table I · non-derivative | IndirectTed and Lori Samuels Family Trust, dtd 7/3/96 | 18,118 |
Reported balance
Holding disclosure · report date 2022-05-17 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 18,118 F2: Theodore Rapp Samuels II, Trustee and Lori Winters Samuels, Trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: Vesting of service-based restricted stock units granted on 17 May 2021.
F2: Theodore Rapp Samuels II, Trustee and Lori Winters Samuels, Trustee.
F3: Each Restricted Stock Unit represents a contingent right to receive one Perrigo Company plc ordinary share.
F4: Each Restricted Stock Unit represents a contingent right to receive one Perrigo Company plc ordinary share. Vesting on 17 May 2023.
F5: Each Restricted Stock Unit represents a contingent right to receive one Perrigo Company plc ordinary share. Vesting on 17 May 2022.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
STAMPS.COM INC
Report date October 05, 2021 · Filed October 07, 2021
Section 16 reporting ended · disclosed 2021-10-07. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Ted and Lori Samuels Family Trust dtd 7/3/96 | 0 |
Reported balance
After 2021-10-05 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2021-10-05 · Disposition to issuer · Disposed 1,000 · Balance 0 F1: The securities were disposed of in connection with the acquisition of the Issuer by an affiliate of Thoma Bravo LP (the "Merger"). F2: The reporting person disclaims beneficial ownership of the shares held by the Ted and Lori Samuels Family Trust, dated July 3, 1996, except to the extent of his pecuniary interest therein. |
| Stock option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $115.90 · Expires 2027-01-04 | Direct | 0 |
Reported balance
After 2021-10-05 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-10-05 · Disposition to issuer · Disposed 5,000 · Balance 0 F1: The securities were disposed of in connection with the acquisition of the Issuer by an affiliate of Thoma Bravo LP (the "Merger"). F3: This option, which had previously fully vested, was canceled in the Merger in exchange for a cash payment of $1,070,500, representing the difference between the exercise price of the options and the market value of the underlying Stamps.com common stock at the effective time of the Merger ($330 per share). |
| Stock option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $145.15 · Expires 2027-06-14 | Direct | 0 |
Reported balance
After 2021-10-05 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-10-05 · Disposition to issuer · Disposed 5,000 · Balance 0 F1: The securities were disposed of in connection with the acquisition of the Issuer by an affiliate of Thoma Bravo LP (the "Merger"). F4: This option, which had previously fully vested, was canceled in the Merger in exchange for a cash payment of $924,250, representing the difference between the exercise price of the options and the market value of the underlying Stamps.com common stock at the effective time of the Merger ($330 per share). |
| Stock option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $266.95 · Expires 2028-06-11 | Direct | 0 |
Reported balance
After 2021-10-05 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2021-10-05 · Disposition to issuer · Disposed 5,000 · Balance 0 F1: The securities were disposed of in connection with the acquisition of the Issuer by an affiliate of Thoma Bravo LP (the "Merger"). F5: This option, which had previously fully vested, was canceled in the Merger in exchange for a cash payment of $315,250, representing the difference between the exercise price of the options and the market value of the underlying Stamps.com common stock at the effective time of the Merger ($330 per share). |
| Stock option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $38.70 · Expires 2029-06-12 | Direct | 0 |
Reported balance
After 2021-10-05 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2021-10-05 · Disposition to issuer · Disposed 5,000 · Balance 0 F1: The securities were disposed of in connection with the acquisition of the Issuer by an affiliate of Thoma Bravo LP (the "Merger"). F6: This option, which had previously fully vested, was canceled in the Merger in exchange for a cash payment of $1,456,500, representing the difference between the exercise price of the options and the market value of the underlying Stamps.com common stock at the effective time of the Merger ($330 per share). |
| Stock option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $183.90 · Expires 2030-06-10 | Direct | 0 |
Reported balance
After 2021-10-05 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2021-10-05 · Disposition to issuer · Disposed 5,000 · Balance 0 F1: The securities were disposed of in connection with the acquisition of the Issuer by an affiliate of Thoma Bravo LP (the "Merger"). F7: This option, which had previously fully vested, was canceled in the Merger in exchange for a cash payment of $730,500, representing the difference between the exercise price of the options and the market value of the underlying Stamps.com common stock at the effective time of the Merger ($330 per share). |
| Stock option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $191.56 · Expires 2031-06-09 | Direct | 0 |
Reported balance
After 2021-10-05 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2021-10-05 · Disposition to issuer · Disposed 5,000 · Balance 0 F1: The securities were disposed of in connection with the acquisition of the Issuer by an affiliate of Thoma Bravo LP (the "Merger"). F8: This option, which had previously fully vested, was canceled in the Merger in exchange for a cash payment of $692,200, representing the difference between the exercise price of the options and the market value of the underlying Stamps.com common stock at the effective time of the Merger ($330 per share). |
Filing footnotes · ownership attribution and instrument terms
F1: The securities were disposed of in connection with the acquisition of the Issuer by an affiliate of Thoma Bravo LP (the "Merger").
F2: The reporting person disclaims beneficial ownership of the shares held by the Ted and Lori Samuels Family Trust, dated July 3, 1996, except to the extent of his pecuniary interest therein.
F3: This option, which had previously fully vested, was canceled in the Merger in exchange for a cash payment of $1,070,500, representing the difference between the exercise price of the options and the market value of the underlying Stamps.com common stock at the effective time of the Merger ($330 per share).
F4: This option, which had previously fully vested, was canceled in the Merger in exchange for a cash payment of $924,250, representing the difference between the exercise price of the options and the market value of the underlying Stamps.com common stock at the effective time of the Merger ($330 per share).
F5: This option, which had previously fully vested, was canceled in the Merger in exchange for a cash payment of $315,250, representing the difference between the exercise price of the options and the market value of the underlying Stamps.com common stock at the effective time of the Merger ($330 per share).
F6: This option, which had previously fully vested, was canceled in the Merger in exchange for a cash payment of $1,456,500, representing the difference between the exercise price of the options and the market value of the underlying Stamps.com common stock at the effective time of the Merger ($330 per share).
F7: This option, which had previously fully vested, was canceled in the Merger in exchange for a cash payment of $730,500, representing the difference between the exercise price of the options and the market value of the underlying Stamps.com common stock at the effective time of the Merger ($330 per share).
F8: This option, which had previously fully vested, was canceled in the Merger in exchange for a cash payment of $692,200, representing the difference between the exercise price of the options and the market value of the underlying Stamps.com common stock at the effective time of the Merger ($330 per share).
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| October 06, 2026 Filed Oct 8, 2026 20:10 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 310.49 | $116.75 | $36,249.71 |
DisclosureSEC source: 0001020569-26-000077 · wk-form4_1791490219.xml · derivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,215.49 Underlying: Common Stock · 310.49 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F2 · shares: These shares give effect to the Reporting Person's quarterly cash compensation for services on the board of directors of the Company as if reinvested in Phantom Shares. F1 · derivative.exercise_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F1 · derivative.expiration_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. Read SEC document |
| October 02, 2026 Filed Oct 5, 2026 21:55 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 104.67 | $113.92 | $11,924.01 |
DisclosureSEC source: 0001020569-26-000073 · wk-form4_1791237334.xml · derivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,905 Underlying: Common Stock · 104.67 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F2 · shares: These shares give effect to the Reporting Person's quarterly cash compensation for services on the board of directors of the Company as if reinvested in Phantom Shares. F1 · derivative.exercise_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F1 · derivative.expiration_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. Read SEC document |
| September 30, 2026 Filed Sep 30, 2026 20:35 UTC | CENTENE CORP CNC · Entity 3133 | GrantCommon Stock | 583 | $0.00 | $0.00 |
DisclosureSEC source: 0001071739-26-000182 · wk-form4_1790800538.xml · nonDerivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,795.979 F1 · balance_after: Ownership includes 3,992 shares of previously-granted restricted stock units subject to vesting requirements. Read SEC document |
| September 30, 2026 Filed Oct 3, 2026 00:25 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 821.314 | $62.40 | $51,249.99 |
DisclosureSEC source: 0001688276-26-000010 · wk-form4_1790972748.xml · derivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,859.041 Underlying: Common Stock, $0.10 par value · 821.314 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| July 06, 2026 Filed Jul 7, 2026 20:31 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 99.06 | $116.79 | $11,569.22 |
DisclosureSEC source: 0001020569-26-000063 · wk-form4_1783456307.xml · derivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,800.33 Underlying: Common Stock · 99.06 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F2 · shares: These shares give effect to dividends paid on Common Stock as if reinvested in Phantom Shares. F1 · derivative.exercise_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F1 · derivative.expiration_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. Read SEC document |
| July 02, 2026 Filed Jul 6, 2026 20:34 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 310.86 | $116.61 | $36,249.38 |
DisclosureSEC source: 0001020569-26-000061 · wk-form4_1783370069.xml · derivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,701.27 Underlying: Common Stock · 310.86 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F2 · shares: These shares give effect to the Reporting Person's quarterly cash compensation for services on the board of directors of the Company as if reinvested in Phantom Shares. F1 · derivative.exercise_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F1 · derivative.expiration_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. Read SEC document |
| June 30, 2026 Filed Jul 1, 2026 21:47 UTC | CENTENE CORP CNC · Entity 3133 | GrantCommon Stock | 465 | $0.00 | $0.00 |
DisclosureSEC source: 0001071739-26-000142 · wk-form4_1782942435.xml · nonDerivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,212.979 F1 · balance_after: Ownership includes 3,992 shares of restricted stock units subject to vesting requirements. Read SEC document |
| June 30, 2026 Filed Jul 2, 2026 20:18 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 889.448 | $57.62 | $51,249.99 |
DisclosureSEC source: 0001688276-26-000008 · wk-form4_1783023508.xml · derivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,360.664 Underlying: Common Stock, $0.10 par value · 889.448 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| May 12, 2026 Filed May 13, 2026 21:18 UTC | CENTENE CORP CNC · Entity 3133 | GrantCommon Stock | 3,992 | $0.00 | $0.00 |
DisclosureSEC source: 0001071739-26-000114 · wk-form4_1778707077.xml · nonDerivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,747.979 F1 · shares: This award includes 3,992 shares of restricted stock units which will vest in full on the earlier of May 12, 2027, or the date of the Registrant's next annual meeting of stockholders. Read SEC document |
| May 07, 2026 Filed May 11, 2026 21:30 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 1,892 | $0.00 | $0.00 |
DisclosureSEC source: 0001020569-26-000051 · wk-form4_1778535024.xml · derivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,390.41 Underlying: Common Stock · 1,892 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan ("DDCP"), the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F2 · shares: Consists of shares issuable upon the settlement of restricted stock units ("RSUs") granted on May 7, 2026. The RSUs vest in their entirety on the grant date. The Reporting Person has elected that upon vesting of RSUs, receipt of the shares of Common Stock be deferred under the DDCP; accordingly, upon vesting, the Reporting Person will instead receive an equal number of Phantom Shares. F1 · derivative.exercise_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan ("DDCP"), the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F1 · derivative.expiration_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan ("DDCP"), the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. Read SEC document |
| April 06, 2026 Filed Apr 7, 2026 20:14 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 92.27 | $103.52 | $9,551.79 |
DisclosureSEC source: 0001020569-26-000030 · wk-form4_1775592861.xml · derivative · entry 2 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,498.41 Underlying: Common Stock · 92.27 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F4 · shares: These shares give effect to dividends paid on Common Stock as if reinvested in Phantom Shares. F5 · price: The price reported in Column 8 is a weighted average price. These shares of Common Stock were acquired in multiple transactions at prices ranging from $103.45 to $103.54, inclusive. The Reporting Person undertakes to provide the Company, any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock acquired at each separate price within the ranges set forth in this footnote (5). F1 · derivative.exercise_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F1 · derivative.expiration_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. Read SEC document |
| April 06, 2026 Filed Apr 7, 2026 20:14 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 349.88 | $103.61 | $36,251.07 |
DisclosureSEC source: 0001020569-26-000030 · wk-form4_1775592861.xml · derivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,406.14 Underlying: Common Stock · 349.88 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F2 · shares: These shares give effect to the Reporting Person's quarterly cash compensation for services on the board of directors of the Company as if reinvested in Phantom Shares. F3 · price: The price reported in Column 8 is a weighted average price. These shares of Common Stock were acquired in multiple transactions at prices ranging from $103.54 to $103.62, inclusive. The Reporting Person undertakes to provide Iron Mountain Incorporated (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock acquired at each separate price within the ranges set forth in this footnote (3). F1 · derivative.exercise_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F1 · derivative.expiration_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. Read SEC document |
| March 31, 2026 Filed Mar 31, 2026 22:02 UTC | CENTENE CORP CNC · Entity 3133 | GrantCommon Stock | 943 | $0.00 | $0.00 |
DisclosureSEC source: 0001071739-26-000088 · wk-form4_1774994528.xml · nonDerivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,755.979 F1 · balance_after: Ownership includes 3,579 shares of restricted stock units subject to vesting requirements. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 20:27 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 845.012 | $60.65 | $51,249.98 |
DisclosureSEC source: 0001688276-26-000006 · wk-form4_1775161640.xml · derivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,727.516 Underlying: Common Stock, $0.10 par value · 845.012 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| February 01, 2026 Filed Feb 3, 2026 21:34 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 3,996.367 | $55.05 | $220,000.00 |
DisclosureSEC source: 0001688276-26-000004 · wk-form4_1770154440.xml · derivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,882.504 Underlying: Common Stock, $0.10 par value · 3,996.367 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| January 06, 2026 Filed Jan 8, 2026 22:29 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 107.445 | $84.63 | $9,092.53 |
DisclosureSEC source: 0001020569-26-000002 · wk-form4_1767911345.xml · derivative · entry 2 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,056.26 Underlying: Common Stock · 107.445 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F4 · shares: These shares give effect to dividends paid on Common Stock as if reinvested in Phantom Shares. F5 · price: The price reported in Column 8 is a weighted average price. These shares of Common Stock were acquired in multiple transactions at prices ranging from $84.304 to $84.979, inclusive. The Reporting Person undertakes to provide the Company, any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock acquired at each separate price within the ranges set forth in this footnote (5). F1 · derivative.exercise_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F1 · derivative.expiration_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. Read SEC document |
| January 06, 2026 Filed Jan 8, 2026 22:29 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 425.125 | $85.27 | $36,249.98 |
DisclosureSEC source: 0001020569-26-000002 · wk-form4_1767911345.xml · derivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,948.815 Underlying: Common Stock · 425.125 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F2 · shares: These shares give effect to the Reporting Person's quarterly cash compensation for services on the board of directors of the Company as if reinvested in Phantom Shares. F3 · price: The price reported in Column 8 is a weighted average price. These shares of Common Stock were acquired in multiple transactions at prices ranging from $85.254 to $85.279, inclusive. The Reporting Person undertakes to provide Iron Mountain Incorporated (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock acquired at each separate price within the ranges set forth in this footnote (3). F1 · derivative.exercise_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F1 · derivative.expiration_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 21:55 UTC | CENTENE CORP CNC · Entity 3133 | GrantCommon Stock | 608 | $0.00 | $0.00 |
DisclosureSEC source: 0001071739-26-000007 · wk-form4_1767650141.xml · nonDerivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,812.979 F1 · balance_after: Ownership includes 3,579 shares of restricted stock units subject to vesting requirements. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 21:15 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 926.956 | $0.00 | $0.00 |
DisclosureSEC source: 0001688276-26-000002 · wk-form4_1767647710.xml · derivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,174.032 Underlying: Common Stock, $0.10 par value · 926.956 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| October 03, 2025 Filed Oct 7, 2025 20:11 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 331.138 | $105.70 | $35,001.29 |
DisclosureSEC source: 0001020569-25-000189 · wk-form4_1759867860.xml · derivative · entry 2 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,523.69 Underlying: Common Stock · 331.138 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F4 · shares: These shares give effect to the Reporting Person's quarterly cash compensation for services on the board of directors of the Company as if reinvested in Phantom Shares. F5 · price: The price reported in Column 8 is a weighted average price. These shares of Common Stock were acquired in multiple transactions at prices ranging from $105.569 to $105.819, inclusive. The Reporting Person undertakes to provide the Company, any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock acquired at each separate price within the ranges set forth in this footnote (5). F1 · derivative.exercise_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F1 · derivative.expiration_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. Read SEC document |
| October 03, 2025 Filed Oct 7, 2025 20:11 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 76.052 | $104.42 | $7,941.50 |
DisclosureSEC source: 0001020569-25-000189 · wk-form4_1759867860.xml · derivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,192.552 Underlying: Common Stock · 76.052 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F2 · shares: These shares give effect to dividends paid on Common Stock as if reinvested in Phantom Shares. F3 · price: The price reported in Column 8 is a weighted average price. These shares of Common Stock were acquired in multiple transactions at prices ranging from $104.349 to $104.524, inclusive. The Reporting Person undertakes to provide Iron Mountain Incorporated (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock acquired at each separate price within the ranges set forth in this footnote (3). F1 · derivative.exercise_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F1 · derivative.expiration_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. Read SEC document |
| September 30, 2025 Filed Oct 1, 2025 21:47 UTC | CENTENE CORP CNC · Entity 3133 | GrantCommon Stock | 710 | $0.00 | $0.00 |
DisclosureSEC source: 0001071739-25-000177 · wk-form4_1759355222.xml · nonDerivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,204.979 F1 · balance_after: Ownership includes 3,579 shares of restricted stock units subject to vesting requirements. Read SEC document |
| September 30, 2025 Filed Oct 2, 2025 22:18 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 1,108.647 | $0.00 | $0.00 |
DisclosureSEC source: 0001688276-25-000006 · wk-form4_1759443526.xml · derivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,419.604 Underlying: Common Stock, $0.10 par value · 1,108.647 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| July 28, 2025 Filed Jul 29, 2025 22:01 UTC | CENTENE CORP CNC · Entity 3133 | PurchaseCommon Stock | 9,000 | $27.62 | $248,580.00 |
DisclosureSEC source: 0001071739-25-000153 · wk-form4_1753826508.xml · nonDerivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By family trust Disclosed balance after: 32,000 F1 · ownership.nature: Owned by a revocable family trust, of which Mr. Samuels serves as a co-trustee. Read SEC document |
| July 07, 2025 Filed Jul 8, 2025 21:11 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 347.908 | $100.60 | $34,999.89 |
DisclosureSEC source: 0001020569-25-000160 · wk-form4_1752009078.xml · derivative · entry 2 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,116.5 Underlying: Common Stock · 347.908 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F4 · shares: These shares give effect to the Reporting Person's quarterly cash compensation for services on the board of directors of the Company as if reinvested in Phantom Shares. F5 · price: The price reported in Column 8 is a weighted average price. These shares of Common Stock were sold in multiple transactions at prices ranging from $100.539 to $100.624, inclusive. The Reporting Person undertakes to provide the Company, any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock sold at each separate price within the ranges set forth in this footnote (5). F1 · derivative.exercise_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F1 · derivative.expiration_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. Read SEC document |
| July 03, 2025 Filed Jul 8, 2025 21:11 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 75.666 | $100.56 | $7,608.97 |
DisclosureSEC source: 0001020569-25-000160 · wk-form4_1752009078.xml · derivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,768.592 Underlying: Common Stock · 75.666 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F2 · shares: These shares give effect to dividends paid on Common Stock as if reinvested in Phantom Shares. F3 · price: The price reported in Column 8 is a weighted average price. These shares of Common Stock were sold in multiple transactions at prices ranging from $100.419 to $100.594, inclusive. The Reporting Person undertakes to provide Iron Mountain Incorporated (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock sold at each separate price within the ranges set forth in this footnote (3). F1 · derivative.exercise_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F1 · derivative.expiration_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. Read SEC document |
| June 30, 2025 Filed Jul 2, 2025 20:58 UTC | CENTENE CORP CNC · Entity 3133 | GrantCommon Stock | 463 | $0.00 | $0.00 |
DisclosureSEC source: 0001071739-25-000140 · wk-form4_1751489884.xml · nonDerivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,494.979 F1 · balance_after: Ownership includes 3,579 shares of restricted stock units subject to vesting requirements. Read SEC document |
| June 30, 2025 Filed Jul 1, 2025 21:44 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 1,080.147 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-25-000119 · wk-form4_1751406284.xml · derivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,477.227 Underlying: Common Stock, $0.10 par value · 1,080.147 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| May 29, 2025 Filed Jun 2, 2025 20:28 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 2,249 | $0.00 | $0.00 |
DisclosureSEC source: 0001020569-25-000134 · wk-form4_1748896074.xml · derivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,692.926 Underlying: Common Stock · 2,249 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "DDCP"), the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F2 · shares: Consists of shares issuable upon the settlement of restricted stock units ("RSUs") granted on May 29, 2025. The RSUs vest in their entirety on the grant date. The Reporting Person has elected that upon vesting of RSUs, receipt of the shares of Common Stock be deferred under the DDCP; accordingly, upon vesting, the Reporting Person will instead receive an equal number of Phantom Shares. F1 · derivative.exercise_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "DDCP"), the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F1 · derivative.expiration_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "DDCP"), the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. Read SEC document |
| May 13, 2025 Filed May 14, 2025 21:22 UTC | CENTENE CORP CNC · Entity 3133 | GrantCommon Stock | 3,579 | $0.00 | $0.00 |
DisclosureSEC source: 0001071739-25-000106 · wk-form4_1747257746.xml · nonDerivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,031.979 F1 · shares: This award includes 3,579 shares of restricted stock units which will vest in full on the earlier of May 13, 2026, or the date of the Registrant's next annual meeting of stockholders. Read SEC document |
| April 04, 2025 Filed Apr 7, 2025 22:00 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 68.262 | $79.99 | $5,460.07 |
DisclosureSEC source: 0001020569-25-000076 · wk-form4_1744063245.xml · derivative · entry 2 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,443.926 Underlying: Common Stock · 68.262 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F3 · shares: These shares give effect to dividends paid on Common Stock as if reinvested in Phantom Shares. F4 · price: The price reported in Column 8 is a weighted average price. These shares of Common Stock were acquired in multiple transactions at prices ranging from $79.524 to $80.259, inclusive. The Reporting Person undertakes to provide the Company, any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock sold at each separate price within the ranges set forth in this footnote. F1 · derivative.exercise_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F1 · derivative.expiration_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. Read SEC document |
| April 03, 2025 Filed Apr 7, 2025 22:00 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 420.226 | $83.29 | $35,000.20 |
DisclosureSEC source: 0001020569-25-000076 · wk-form4_1744063245.xml · derivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,375.664 Underlying: Common Stock · 420.226 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F2 · price: The price reported in Column 8 is a weighted average price. These shares of Common Stock were acquired in multiple transactions at prices ranging from $83.209 to $83.344, inclusive. The Reporting Person undertakes to provide Iron Mountain Incorporated (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock sold at each separate price within the ranges set forth in this footnote. F1 · derivative.exercise_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F1 · derivative.expiration_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 21:06 UTC | CENTENE CORP CNC · Entity 3133 | GrantCommon Stock | 416 | $0.00 | $0.00 |
DisclosureSEC source: 0001071739-25-000071 · wk-form4_1743628002.xml · nonDerivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,452.979 F1 · balance_after: Ownership includes 2,916 shares of restricted stock units subject to vesting requirements. Read SEC document |
| March 31, 2025 Filed Apr 1, 2025 22:02 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 819.807 | $60.99 | $50,000.03 |
DisclosureSEC source: 0000014272-25-000083 · wk-form4_1743544941.xml · derivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,676.273 Underlying: Common Stock, $0.10 par value · 819.807 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| February 01, 2025 Filed Feb 5, 2025 00:27 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 3,562.341 | $58.95 | $210,000.00 |
DisclosureSEC source: 0000014272-25-000030 · wk-form4_1738715246.xml · derivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,856.466 Underlying: Common Stock, $0.10 par value · 3,562.341 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| January 07, 2025 Filed Jan 8, 2025 21:24 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 45.732 | $103.60 | $4,737.74 |
DisclosureSEC source: 0001020569-25-000019 · wk-form4_1736371448.xml · derivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,691.438 Underlying: Common Stock · 45.732 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F2 · shares: These shares give effect to dividends paid on Common Stock as if reinvested in Phantom Shares. F3 · price: The price reported in Column 8 is a weighted average price. These shares of Iron Mountain Incorporated common stock ("Common Stock") were sold in multiple transactions at prices ranging from $103.329 to $103.734, inclusive. The Reporting Person undertakes to provide Iron Mountain Incorporated (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock sold at each separate price within the ranges set forth in this footnote (3). F1 · derivative.exercise_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F1 · derivative.expiration_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. Read SEC document |
| January 03, 2025 Filed Jan 7, 2025 22:51 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 283.482 | $105.83 | $30,000.05 |
DisclosureSEC source: 0001020569-25-000015 · wk-form4_1736290304.xml · derivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,645.706 Underlying: Common Stock · 283.482 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F2 · shares: These shares give effect to the Reporting Person's quarterly cash compensation for services on the Iron Mountain Incorporated board of directors as if reinvested in Phantom Shares. F3 · price: The price reported in Column 8 is a weighted average price. These shares of Iron Mountain Incorporated common stock ("Common Stock") were sold in multiple transactions at prices ranging from $105.744 to $105.969, inclusive. The Reporting Person undertakes to provide Iron Mountain Incorporated (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock sold at each separate price within the ranges set forth in this footnote (3). F1 · derivative.exercise_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F1 · derivative.expiration_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 21:53 UTC | CENTENE CORP CNC · Entity 3133 | GrantCommon Stock | 414 | $0.00 | $0.00 |
DisclosureSEC source: 0001071739-25-000010 · wk-form4_1735941196.xml · nonDerivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,036.979 F1 · balance_after: Ownership includes 2,916 shares of restricted stock units subject to vesting requirements. Read SEC document |
| December 31, 2024 Filed Jan 2, 2025 23:30 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 884.017 | $56.56 | $50,000.00 |
DisclosureSEC source: 0000014272-25-000008 · wk-form4_1735860616.xml · derivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,748.604 Underlying: Common Stock, $0.10 par value · 884.017 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| December 13, 2024 Filed Dec 18, 2024 00:33 UTC | CENTENE CORP CNC · Entity 3133 | PurchaseCommon Stock | 5,000 | $58.86 | $294,300.00 |
DisclosureSEC source: 0001071739-24-000223 · wk-form4_1734481978.xml · nonDerivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 23,000 F1 · balance_after: Owned by a revocable family trust, of which Mr. Samuels serves as a co-trustee. Read SEC document |
| October 03, 2024 Filed Oct 7, 2024 20:44 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 38.167 | $118.88 | $4,537.45 |
DisclosureSEC source: 0001020569-24-000238 · wk-form4_1728333889.xml · derivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,362.224 Underlying: Common Stock · 38.167 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F2 · shares: These shares give effect to dividends paid on Common Stock as if reinvested in Phantom Shares. F3 · price: The price reported in Column 8 is a weighted average price. These shares of Iron Mountain Incorporated common stock ("Common Stock") were sold in multiple transactions at prices ranging from $118.729 to $119.114, inclusive. The Reporting Person undertakes to provide Iron Mountain Incorporated (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock sold at each separate price within the ranges set forth in this footnote (3). F1 · derivative.exercise_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F1 · derivative.expiration_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. Read SEC document |
| October 02, 2024 Filed Oct 3, 2024 20:25 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 241.938 | $118.83 | $28,749.98 |
DisclosureSEC source: 0001020569-24-000232 · wk-form4_1727987125.xml · derivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,324.057 Underlying: Common Stock · 241.938 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F2 · shares: These shares give effect to the Reporting Person's quarterly cash compensation for services on the Iron Mountain Incorporated board of directors as if reinvested in Phantom Shares. F3 · price: The price reported in Column 8 is a weighted average price. These shares of Iron Mountain Incorporated common stock ("Common Stock") were sold in multiple transactions at prices ranging from $118.869 to $118.789, inclusive. The Reporting Person undertakes to provide Iron Mountain Incorporated (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock sold at each separate price within the ranges set forth in this footnote (3). F1 · derivative.exercise_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F1 · derivative.expiration_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 21:12 UTC | CENTENE CORP CNC · Entity 3133 | GrantCommon Stock | 335 | $0.00 | $0.00 |
DisclosureSEC source: 0001071739-24-000185 · wk-form4_1727903515.xml · nonDerivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,622.979 F1 · balance_after: Ownership includes 2,916 shares of restricted stock units subject to vesting requirements. Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 21:45 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 966.37 | $51.74 | $49,999.98 |
DisclosureSEC source: 0000014272-24-000139 · wk-form4_1727905516.xml · derivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,297.97 Underlying: Common Stock, $0.10 par value · 966.37 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| July 10, 2024 Filed Jul 11, 2024 21:16 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 305.25 | $94.19 | $28,751.50 |
DisclosureSEC source: 0001020569-24-000192 · wk-form4_1720732598.xml · derivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,082.119 Underlying: Common Stock · 305.25 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F2 · shares: These shares give effect to the Reporting Person's quarterly cash compensation for services on the Iron Mountain Incorporated board of directors as if reinvested in Phantom Shares. F3 · price: The price reported in Column 8 is a weighted average price. These shares of Iron Mountain Incorporated common stock ("Common Stock") were sold in multiple transactions at prices ranging from $94.079 to $94.249, inclusive. The Reporting Person undertakes to provide Iron Mountain Incorporated (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock sold at each separate price within the ranges set forth in this footnote (3). F1 · derivative.exercise_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F1 · derivative.expiration_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. Read SEC document |
| July 05, 2024 Filed Jul 9, 2024 01:44 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 42.212 | $92.37 | $3,899.12 |
DisclosureSEC source: 0001020569-24-000184 · wk-form4_1720489458.xml · derivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,776.869 Underlying: Common Stock · 42.212 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F2 · shares: These shares give effect to dividends paid on Common Stock as if reinvested in Phantom Shares. F3 · price: The price reported in Column 8 is a weighted average price. These shares of Iron Mountain Incorporated common stock ("Common Stock") were sold in multiple transactions at prices ranging from $92.129 to $92.459, inclusive. The Reporting Person undertakes to provide Iron Mountain. F1 · derivative.exercise_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F1 · derivative.expiration_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. Read SEC document |
| June 30, 2024 Filed Jul 2, 2024 21:35 UTC | CENTENE CORP CNC · Entity 3133 | GrantCommon Stock | 377 | $0.00 | $0.00 |
DisclosureSEC source: 0001071739-24-000147 · wk-form4_1719956152.xml · nonDerivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,287.979 F1 · balance_after: Ownership includes 2,916 shares of restricted stock units subject to vesting requirements. Read SEC document |
| June 30, 2024 Filed Jul 2, 2024 21:25 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 1,203.949 | $41.53 | $50,000.00 |
DisclosureSEC source: 0000014272-24-000112 · wk-form4_1719955545.xml · derivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,712.392 Underlying: Common Stock, $0.10 par value · 1,203.949 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| May 30, 2024 Filed Jun 3, 2024 21:07 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 2,385 | $0.01 | $23.85 |
DisclosureSEC source: 0001020569-24-000142 · wk-form4_1717448821.xml · derivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,734.657 Underlying: Common Stock · 2,385 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan with respect to certain restricted stock units ("RSUs") received on May 30, 2024, which RSUs vest on the grant date, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F1 · derivative.exercise_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan with respect to certain restricted stock units ("RSUs") received on May 30, 2024, which RSUs vest on the grant date, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F1 · derivative.expiration_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan with respect to certain restricted stock units ("RSUs") received on May 30, 2024, which RSUs vest on the grant date, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. Read SEC document |
| May 14, 2024 Filed May 16, 2024 22:15 UTC | CENTENE CORP CNC · Entity 3133 | GrantCommon Stock | 2,916 | $0.00 | $0.00 |
DisclosureSEC source: 0001071739-24-000124 · wk-form4_1715897727.xml · nonDerivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,910.979 F1 · shares: This award includes 2,916 shares of restricted stock units which will vest in full on the earlier of May 14, 2025, and the date of the Registrant's next annual meeting of stockholders. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.